Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/12 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 96
- 較 2025 年第 4 季 −6
- 總值
- $2.22 億
- 較 2025 年第 4 季 −$314.3 萬 (−1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 469,315 | $4,301 萬 | 19.4% | 00.0% | 不變 | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 499,503 | $2,482 萬 | 11.2% | 00.0% | 不變 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 404,802 | $1,999 萬 | 9.0% | 00.0% | 不變 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 412,650 | $1,851 萬 | 8.3% | +10.0% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 628,118 | $1,605 萬 | 7.2% | 00.0% | 不變 | – |
| Tidal Trust III45259A514 | VISTASHARES TRGT | 865,716 | $1,560 萬 | 7.0% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,966 | $1,168 萬 | 5.3% | +288+1.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,901 | $398.3 萬 | 1.8% | +41+0.6% | 加碼 | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 82,357 | $345.6 萬 | 1.6% | +6,432+8.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,771 | $324.1 萬 | 1.5% | +1,633+14.7% | 加碼 | 歷史 |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 118,347 | $323.4 萬 | 1.5% | +9,367+8.6% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 14,855 | $269.5 萬 | 1.2% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 80,669 | $247.5 萬 | 1.1% | −438−0.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,648 | $239.3 萬 | 1.1% | +3,593+59.3% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,589 | $212.5 萬 | 1.0% | −59−1.3% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 45,445 | $208.5 萬 | 0.9% | +4,433+10.8% | 加碼 | – |
| ETF Ser Solutions26922B535 | APTUS LARGE CAP | 52,084 | $187.8 萬 | 0.8% | +3,516+7.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 10,400 | $181.4 萬 | 0.8% | +283+2.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,443 | $181.2 萬 | 0.8% | +1,225+14.9% | 加碼 | – |
| ETF Ser Solutions26922B709 | APTUS INT ENH YL | 72,395 | $178.6 萬 | 0.8% | +5,241+7.8% | 加碼 | – |
| ETF Ser Solutions26922B642 | APTUS ENHANCED | 74,893 | $165.9 萬 | 0.7% | +4,284+6.1% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 33,173 | $129.2 萬 | 0.6% | +2,530+8.3% | 加碼 | – |
| ETF Ser Solutions26922B451 | APTU DEFD IN ETF | 48,310 | $128.5 萬 | 0.6% | +5,091+11.8% | 加碼 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 29,860 | $125.3 萬 | 0.6% | +2,493+9.1% | 加碼 | – |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 24,748 | $122.3 萬 | 0.6% | +2,084+9.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 6,924 | $117.5 萬 | 0.5% | −108−1.5% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,934 | $101.3 萬 | 0.5% | −106−3.5% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,936 | $100.8 萬 | 0.5% | −32−1.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 9,912 | $95.3 萬 | 0.4% | +80+0.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 7,460 | $90.1 萬 | 0.4% | −34−0.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,352 | $87.1 萬 | 0.4% | −561−19.3% | 減碼 | 歷史 |
| RKTRocket Companies, Inc. | Stock | 58,819 | $83.8 萬 | 0.4% | +58,819 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 6,690 | $83.1 萬 | 0.4% | −4,432−39.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,945 | $82.2 萬 | 0.4% | −1,638−29.3% | 減碼 | 歷史 |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 20,192 | $79.6 萬 | 0.4% | +2,067+11.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,668 | $78.5 萬 | 0.4% | −1,705−39.0% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,610 | $71.8 萬 | 0.3% | −42−1.6% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 8,075 | $70.0 萬 | 0.3% | +2,841+54.3% | 加碼 | – |
| EXPEExpedia Group, Inc. | Stock | 2,903 | $67.0 萬 | 0.3% | +2,903 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,308 | $66.4 萬 | 0.3% | +389+20.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,702 | $63.3 萬 | 0.3% | −83−4.6% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,811 | $62.0 萬 | 0.3% | +4,811 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,315 | $61.9 萬 | 0.3% | +3,315 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 6,597 | $61.3 萬 | 0.3% | −164−2.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,801 | $59.4 萬 | 0.3% | +9,801 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 8,900 | $58.7 萬 | 0.3% | +8,900 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 4,640 | $57.0 萬 | 0.3% | +4,640 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 791 | $56.0 萬 | 0.3% | +20+2.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,774 | $54.9 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| EXELExelixis, Inc. | COM | 12,717 | $54.5 萬 | 0.2% | +12,717 | 新進 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,319 | $53.7 萬 | 0.2% | +1,244+60.0% | 加碼 | – |
| LRCXLam Research Corp | Stock | 2,434 | $52.0 萬 | 0.2% | +2,434 | 新進 | 歷史 |
| POWLPowell Industries Inc | Stock | 949 | $51.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,273 | $49.4 萬 | 0.2% | −110−4.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 975 | $46.7 萬 | 0.2% | +361+58.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,386 | $45.0 萬 | 0.2% | +1,396+70.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,347 | $41.4 萬 | 0.2% | −42−0.5% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,296 | $41.0 萬 | 0.2% | +1,257+41.4% | 加碼 | – |
| KOCoca Cola Co | Stock | 5,346 | $40.7 萬 | 0.2% | +905+20.4% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 917 | $39.8 萬 | 0.2% | −22−2.3% | 減碼 | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 5,810 | $38.9 萬 | 0.2% | −5−0.1% | 減碼 | – |
| SOSouthern Co | Stock | 3,749 | $36.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 856 | $34.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,160 | $34.5 萬 | 0.2% | +30+1.4% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 8,666 | $34.2 萬 | 0.2% | −93−1.1% | 減碼 | – |
| TAT&T Inc. | Stock | 11,273 | $32.7 萬 | 0.1% | +700+6.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 989 | $32.5 萬 | 0.1% | −23−2.3% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 4,767 | $31.7 萬 | 0.1% | +663+16.2% | 加碼 | 歷史 |
| AGXArgan Inc | Stock | 565 | $30.8 萬 | 0.1% | +565 | 新進 | 歷史 |
| ETREntergy Corp | COM | 2,734 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 322 | $29.6 萬 | 0.1% | −10−3.0% | 減碼 | 歷史 |
| CLSCelestica Inc | Stock | 1,000 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,421 | $27.4 萬 | 0.1% | +1,421 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,093 | $26.7 萬 | 0.1% | −117−9.7% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 4,320 | $26.7 萬 | 0.1% | −160−3.6% | 減碼 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 523 | $25.9 萬 | 0.1% | −137−20.8% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 289 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 446 | $25.5 萬 | 0.1% | +3+0.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 418 | $25.3 萬 | 0.1% | +418 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 903 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,009 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 6,801 | $24.2 萬 | 0.1% | −406−5.6% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 1,640 | $24.0 萬 | 0.1% | −155−8.6% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,799 | $23.6 萬 | 0.1% | −110−5.8% | 減碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 4,423 | $23.3 萬 | 0.1% | +4,423 | 新進 | 歷史 |
| TWLOTwilio Inc | CL A | 1,781 | $22.4 萬 | 0.1% | +140+8.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 2,070 | $22.4 萬 | 0.1% | +2,070 | 新進 | – |
| MCDMcDonalds Corp | Stock | 711 | $22.1 萬 | 0.1% | −24−3.3% | 減碼 | 歷史 |
| UGAUnited States Gasoline Fund, LP | UNITS | 2,102 | $21.7 萬 | 0.1% | +2,102 | 新進 | 歷史 |
| VVisa Inc. | Stock | 707 | $21.4 萬 | 0.1% | −1,296−64.7% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 941 | $20.6 萬 | 0.1% | +941 | 新進 | – |
| UBERUber Technologies, Inc | Stock | 2,840 | $20.4 萬 | 0.1% | −491−14.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 827 | $20.1 萬 | 0.1% | +827 | 新進 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 5,918 | $20.0 萬 | 0.1% | +5,918 | 新進 | – |
| RUMRUM Group Inc. | Stock | 20,373 | $10.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（24 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 10,787 | $74.9 萬 | 0.3% | – |
| PWRQuanta Services, Inc. | COM | 1,584 | $66.9 萬 | 0.3% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 3,156 | $47.4 萬 | 0.2% | 歷史 |
| PGRProgressive Corp | Stock | 1,910 | $43.5 萬 | 0.2% | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,815 | $43.1 萬 | 0.2% | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,414 | $42.4 萬 | 0.2% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,896 | $42.3 萬 | 0.2% | 歷史 |
| CPRTCopart Inc | COM | 10,557 | $41.3 萬 | 0.2% | 歷史 |
| CHEChemed Corp | COM | 954 | $40.8 萬 | 0.2% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,866 | $32.1 萬 | 0.1% | – |
| APPAppLovin Corp | COM CL A | 388 | $26.1 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 1,056 | $25.5 萬 | 0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 646 | $23.9 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 3,156 | $22.5 萬 | 0.1% | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 2,227 | $21.9 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 1,419 | $21.7 萬 | 0.1% | – |
| DHIHorton D R Inc | COM | 1,494 | $21.5 萬 | 0.1% | 歷史 |
| MFCManulife Financial Corp | COM | 5,763 | $20.9 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 4,229 | $20.8 萬 | 0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 367 | $20.8 萬 | 0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 191 | $20.4 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 619 | $20.4 萬 | 0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 359 | $20.4 萬 | 0.1% | 歷史 |
| DISWalt Disney Co | Stock | 1,778 | $20.2 萬 | 0.1% | 歷史 |