Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/16 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 109
- 較 2026 年第 1 季 +13
- 總值
- $2.44 億
- 較 2026 年第 1 季 +$2,181 萬 (+9.8%)
| 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 | 17.6% | 00.0% | 不變 | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 499,503 | $2,837 萬 | 11.6% | 00.0% | 不變 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 404,802 | $2,149 萬 | 8.8% | 00.0% | 不變 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 412,651 | $1,886 萬 | 7.7% | +10.0% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 628,118 | $1,847 萬 | 7.6% | 00.0% | 不變 | – |
| Tidal Trust III45259A514 | VISTASHARES TRGT | 865,716 | $1,596 萬 | 6.5% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,496 | $1,232 萬 | 5.1% | −1,470−8.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,386 | $543.9 萬 | 2.2% | +485+7.0% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 14,955 | $377.2 萬 | 1.5% | +100+0.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,789 | $370.1 萬 | 1.5% | +18+0.1% | 加碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 79,291 | $365.8 萬 | 1.5% | −3,066−3.7% | 減碼 | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 116,967 | $336.3 萬 | 1.4% | −1,380−1.2% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,062 | $272.3 萬 | 1.1% | −586−6.1% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 82,292 | $260.9 萬 | 1.1% | +1,623+2.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 55,864 | $253.3 萬 | 1.0% | +10,419+22.9% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,557 | $238.0 萬 | 1.0% | −32−0.7% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,922 | $211.1 萬 | 0.9% | +479+5.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 10,257 | $205.2 萬 | 0.8% | −143−1.4% | 減碼 | 歷史 |
| ETF Ser Solutions26922B535 | APTUS LARGE CAP | 49,195 | $204.9 萬 | 0.8% | −2,889−5.5% | 減碼 | – |
| ETF Ser Solutions26922B709 | APTUS INT ENH YL | 69,594 | $191.3 萬 | 0.8% | −2,801−3.9% | 減碼 | – |
| ETF Ser Solutions26922B642 | APTUS ENHANCED | 72,168 | $158.6 萬 | 0.7% | −2,725−3.6% | 減碼 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 29,659 | $143.3 萬 | 0.6% | −201−0.7% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 32,518 | $134.1 萬 | 0.5% | −655−2.0% | 減碼 | – |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 23,773 | $132.3 萬 | 0.5% | −975−3.9% | 減碼 | – |
| ETF Ser Solutions26922B451 | APTU DEFD IN ETF | 47,497 | $127.0 萬 | 0.5% | −813−1.7% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 14,370 | $124.2 萬 | 0.5% | +6,295+78.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 8,044 | $122.0 萬 | 0.5% | +584+7.8% | 加碼 | – |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 26,286 | $118.5 萬 | 0.5% | +26,286 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 4,468 | $106.5 萬 | 0.4% | +523+13.3% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,936 | $104.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 20,429 | $86.2 萬 | 0.4% | +237+1.2% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,934 | $85.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RKTRocket Companies, Inc. | Stock | 53,129 | $83.7 萬 | 0.3% | −5,690−9.7% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 3,264 | $83.5 萬 | 0.3% | +361+12.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,222 | $82.9 萬 | 0.3% | −130−5.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,530 | $82.8 萬 | 0.3% | −138−5.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 771 | $82.1 萬 | 0.3% | −20−2.5% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,527 | $80.2 萬 | 0.3% | −83−3.2% | 減碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 5,102 | $79.6 萬 | 0.3% | +5,102 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 4,626 | $78.6 萬 | 0.3% | −14−0.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,623 | $75.0 萬 | 0.3% | −67−1.0% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 10,263 | $73.8 萬 | 0.3% | +1,363+15.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,031 | $72.6 萬 | 0.3% | −277−12.0% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 856 | $71.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 12,986 | $69.6 萬 | 0.3% | +12,986 | 新進 | – |
| TSLATesla, Inc. | Stock | 1,643 | $69.1 萬 | 0.3% | −59−3.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,330 | $68.7 萬 | 0.3% | +4,330 | 新進 | – |
| NFLXNetflix Inc | Stock | 9,546 | $68.2 萬 | 0.3% | −366−3.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 11,545 | $66.5 萬 | 0.3% | +1,744+17.8% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 5,761 | $65.8 萬 | 0.3% | +5,761 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,702 | $64.3 萬 | 0.3% | −72−4.1% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 9,619 | $63.8 萬 | 0.3% | +9,619 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,195 | $59.8 萬 | 0.2% | +220+22.6% | 加碼 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 44,906 | $59.4 萬 | 0.2% | +44,906 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 6,757 | $59.3 萬 | 0.2% | +160+2.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,273 | $57.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 477 | $57.2 萬 | 0.2% | +155+48.1% | 加碼 | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 7,876 | $52.5 萬 | 0.2% | +2,066+35.6% | 加碼 | – |
| DALDelta Air Lines, Inc. | COM NEW | 5,489 | $51.4 萬 | 0.2% | +722+15.1% | 加碼 | 歷史 |
| AGXArgan Inc | Stock | 565 | $45.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 5,252 | $42.7 萬 | 0.2% | −94−1.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,347 | $42.4 萬 | 0.2% | 00.0% | 不變 | – |
| MUMicron Technology Inc | Stock | 350 | $40.4 萬 | 0.2% | +350 | 新進 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 8,706 | $37.6 萬 | 0.2% | +40+0.5% | 加碼 | – |
| CLSCelestica Inc | Stock | 1,000 | $36.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 868 | $36.1 萬 | 0.1% | −49−5.3% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 1,741 | $35.9 萬 | 0.1% | −40−2.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,723 | $35.6 萬 | 0.1% | −26−0.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,005 | $35.4 萬 | 0.1% | +16+1.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,186 | $33.1 萬 | 0.1% | +26+1.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 571 | $32.2 萬 | 0.1% | +125+28.0% | 加碼 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 1,158 | $31.5 萬 | 0.1% | +1,158 | 新進 | 歷史 |
| ETREntergy Corp | COM | 2,734 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 9,120 | $30.8 萬 | 0.1% | +2,319+34.1% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,163 | $29.9 萬 | 0.1% | −1,133−26.4% | 減碼 | – |
| DDominion Energy, Inc | Stock | 4,320 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 2,708 | $29.0 萬 | 0.1% | +638+30.8% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 289 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,097 | $27.9 萬 | 0.1% | +4+0.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 13,273 | $27.5 萬 | 0.1% | +2,000+17.7% | 加碼 | 歷史 |
| POWLPowell Industries Inc | Stock | 949 | $27.2 萬 | 0.1% | −1,898−66.7% | 減碼依 3 比 1 拆股換算 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 523 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,402 | $26.6 萬 | 0.1% | −19−1.3% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 5,534 | $26.3 萬 | 0.1% | +5,534 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 873 | $26.0 萬 | 0.1% | +873 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,139 | $26.0 萬 | 0.1% | +1,130+22.6% | 加碼 | 歷史 |
| UGAUnited States Gasoline Fund, LP | UNITS | 2,439 | $25.1 萬 | 0.1% | +337+16.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 427 | $24.8 萬 | 0.1% | +427 | 新進 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 5,390 | $24.5 萬 | 0.1% | +967+21.9% | 加碼 | 歷史 |
| NUENucor Corp | COM | 1,092 | $24.3 萬 | 0.1% | +1,092 | 新進 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 6,002 | $24.1 萬 | 0.1% | +84+1.4% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 1,901 | $24.1 萬 | 0.1% | +102+5.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 330 | $23.8 萬 | 0.1% | +330 | 新進 | 歷史 |
| MFCManulife Financial Corp | COM | 5,763 | $23.3 萬 | 0.1% | +5,763 | 新進 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,400 | $23.2 萬 | 0.1% | +2,400 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 827 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 903 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Pacer FDS Tr69374H386 | DATA & DIGI REVO | 2,077 | $22.2 萬 | 0.1% | +2,077 | 新進 | – |
| DHIHorton D R Inc | COM | 1,360 | $22.2 萬 | 0.1% | +1,360 | 新進 | 歷史 |
2026 年第 1 季之後清倉（13 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 6,924 | $117.5 萬 | 0.5% | 歷史 |
| QCOMQualcomm Inc | Stock | 4,811 | $62.0 萬 | 0.3% | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,315 | $61.9 萬 | 0.3% | 歷史 |
| EXELExelixis, Inc. | COM | 12,717 | $54.5 萬 | 0.2% | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,319 | $53.7 萬 | 0.2% | – |
| LRCXLam Research Corp | Stock | 2,434 | $52.0 萬 | 0.2% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,386 | $45.0 萬 | 0.2% | – |
| LMTLockheed Martin Corp | Stock | 418 | $25.3 萬 | 0.1% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,640 | $24.0 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 711 | $22.1 萬 | 0.1% | 歷史 |
| VVisa Inc. | Stock | 707 | $21.4 萬 | 0.1% | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 941 | $20.6 萬 | 0.1% | – |
| UBERUber Technologies, Inc | Stock | 2,840 | $20.4 萬 | 0.1% | 歷史 |