Axim Planning & Wealth
- SEC CIK
- 0001950607
- 最新申報
- 2026/8/13
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/10/13 申報。只含多頭部位。
- 持股檔數
- 156
- 2022 年第 1 季沒有申報
- 總值
- $1.29 億
- 2022 年第 1 季沒有申報
Axim Planning & Wealth 沒有申報 2022 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V571 | GLOBAL DRGN CN | 1,681,195 | $5,479 萬 | 42.5% | – | – | – |
| NIONIO Inc. | ADR | 1,651,845 | $3,588 萬 | 27.8% | – | – | 歷史 |
| EHEHang Holdings Ltd | ADS | 2,176,709 | $2,014 萬 | 15.6% | – | – | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 700,700 | $606.1 萬 | 4.7% | – | – | 歷史 |
| DKNGDraftKings Inc. | Stock | 207,050 | $241.6 萬 | 1.9% | – | – | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 99,746 | $126.5 萬 | 1.0% | – | – | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 34,088 | $98.3 萬 | 0.8% | – | – | – |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 27,803 | $96.0 萬 | 0.7% | – | – | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 27,305 | $71.8 萬 | 0.6% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 3,003 | $34.1 萬 | 0.3% | – | – | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 7,526 | $32.1 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,288 | $25.8 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 3,255 | $24.9 萬 | 0.2% | – | – | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 50,000 | $23.1 萬 | 0.2% | – | – | 歷史 |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 7,467 | $21.5 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 4,543 | $19.4 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,978 | $17.5 萬 | 0.1% | – | – | – |
| LCNBLCNB Corp | COM | 11,500 | $17.2 萬 | 0.1% | – | – | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 4,750 | $16.6 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,974 | $14.6 萬 | 0.1% | – | – | – |
| ETF Ser Solutions26922B709 | APTUS INT ENH YL | 6,839 | $13.7 萬 | 0.1% | – | – | – |
| DOWDow Inc. | Stock | 2,398 | $12.4 萬 | 0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 466 | $12.0 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 875 | $11.7 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 2,500 | $9.80 萬 | 0.1% | – | – | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 6,391 | $9.80 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 130 | $8.80 萬 | 0.1% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 1,400 | $7.60 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 308 | $7.60 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 33 | $7.20 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,614 | $7.20 萬 | 0.1% | – | – | – |
| DDDuPont de Nemours, Inc. | COM | 1,280 | $7.10 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 311 | $7.00 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 700 | $6.60 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 200 | $6.20 萬 | <0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 578 | $6.10 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 1,314 | $6.10 萬 | <0.1% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 243 | $6.00 萬 | <0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 5,219 | $5.80 萬 | <0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 760 | $5.80 萬 | <0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 318 | $5.60 萬 | <0.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 413 | $5.60 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 180 | $5.30 萬 | <0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 345 | $5.20 萬 | <0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 1,100 | $4.60 萬 | <0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 142 | $4.50 萬 | <0.1% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 189 | $4.50 萬 | <0.1% | – | – | 歷史 |
| NUENucor Corp | COM | 422 | $4.40 萬 | <0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 244 | $4.20 萬 | <0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 287 | $4.10 萬 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 629 | $4.00 萬 | <0.1% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 768 | $3.90 萬 | <0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 226 | $3.80 萬 | <0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 202 | $3.70 萬 | <0.1% | – | – | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 1,300 | $3.70 萬 | <0.1% | – | – | – |
| XUnited States Steel Corp | COM | 2,080 | $3.70 萬 | <0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 129 | $3.50 萬 | <0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 92 | $3.40 萬 | <0.1% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 500 | $3.30 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 221 | $3.20 萬 | <0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 650 | $3.00 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 585 | $2.90 萬 | <0.1% | – | – | – |
| MUMicron Technology Inc | Stock | 500 | $2.80 萬 | <0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 898 | $2.80 萬 | <0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 212 | $2.70 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 301 | $2.40 萬 | <0.1% | – | – | – |
| CHEChemed Corp | COM | 52 | $2.40 萬 | <0.1% | – | – | 歷史 |
| PINSPinterest, Inc. | CL A | 1,300 | $2.40 萬 | <0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 40 | $2.10 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 432 | $2.00 萬 | <0.1% | – | – | – |
| JDJD.com, Inc. | SPON ADS CL A | 307 | $2.00 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 160 | $1.80 萬 | <0.1% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 100 | $1.70 萬 | <0.1% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 200 | $1.70 萬 | <0.1% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 162 | $1.50 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 145 | $1.50 萬 | <0.1% | – | – | – |
| MARMarriott International Inc | Stock | 100 | $1.40 萬 | <0.1% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 36 | $1.40 萬 | <0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 202 | $1.40 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 190 | $1.30 萬 | <0.1% | – | – | – |
| KRKroger Co | Stock | 283 | $1.30 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 98 | $1.30 萬 | <0.1% | – | – | – |
| DGDollar General Corp | COM | 50 | $1.20 萬 | <0.1% | – | – | 歷史 |
| HBANHuntington Bancshares Inc | COM | 1,000 | $1.20 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 144 | $1.20 萬 | <0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 28 | $1.10 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 245 | $1.10 萬 | <0.1% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 264 | $1.10 萬 | <0.1% | – | – | – |
| FMSFresenius Medical Care AG | SPONSORED ADR | 450 | $1.10 萬 | <0.1% | – | – | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 400 | $1.10 萬 | <0.1% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 67 | $1.00 萬 | <0.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 424 | $1.00 萬 | <0.1% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 109 | $1.00 萬 | <0.1% | – | – | – |
| BABoeing Co | Stock | 65 | $9,000 | <0.1% | – | – | 歷史 |
| CPRTCopart Inc | COM | 85 | $9,000 | <0.1% | – | – | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 210 | $9,000 | <0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 201 | $8,000 | <0.1% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 165 | $8,000 | <0.1% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 174 | $8,000 | <0.1% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 35 | $8,000 | <0.1% | – | – | 歷史 |