Axim Planning & Wealth
- SEC CIK
- 0001950607
- 最新申報
- 2026/8/13
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 167
- 較 2022 年第 2 季 +11
- 總值
- $1.02 億
- 較 2022 年第 2 季 −$2,730 萬 (−21.2%)
| 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 | 1,645,345 | $4,174 萬 | 41.1% | −35,850−2.1% | 減碼 | – |
| NIONIO Inc. | ADR | 1,759,481 | $2,775 萬 | 27.3% | +107,636+6.5% | 加碼 | 歷史 |
| EHEHang Holdings Ltd | ADS | 2,383,742 | $1,004 萬 | 9.9% | +207,033+9.5% | 加碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 945,850 | $664.9 萬 | 6.5% | +245,150+35.0% | 加碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 219,650 | $332.6 萬 | 3.3% | +12,600+6.1% | 加碼 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 99,260 | $119.5 萬 | 1.2% | −486−0.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,799 | $111.1 萬 | 1.1% | +8,512+2,965.9% | 加碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 34,476 | $96.9 萬 | 1.0% | +388+1.1% | 加碼 | – |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 28,685 | $95.6 萬 | 0.9% | +882+3.2% | 加碼 | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 26,942 | $68.4 萬 | 0.7% | −363−1.3% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 15,423 | $62.2 萬 | 0.6% | +15,423 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,451 | $33.8 萬 | 0.3% | +985+211.4% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,958 | $31.7 萬 | 0.3% | +955+31.8% | 加碼 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 7,619 | $29.0 萬 | 0.3% | +93+1.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,532 | $26.5 萬 | 0.3% | +244+10.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,955 | $24.9 萬 | 0.2% | −300−9.2% | 減碼 | 歷史 |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 7,299 | $20.7 萬 | 0.2% | −168−2.2% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 4,943 | $19.8 萬 | 0.2% | +400+8.8% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,483 | $18.3 萬 | 0.2% | +505+17.0% | 加碼 | – |
| LCNBLCNB Corp | COM | 11,500 | $18.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,605 | $18.1 萬 | 0.2% | +1,027+177.7% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 4,750 | $18.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETF Ser Solutions26922B709 | APTUS INT ENH YL | 9,676 | $17.2 萬 | 0.2% | +2,837+41.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 1,802 | $15.7 萬 | 0.2% | +1,802 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 375 | $13.4 萬 | 0.1% | +347+1,239.3% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,035 | $13.0 萬 | 0.1% | +61+2.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 984 | $12.5 萬 | 0.1% | +109+12.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,189 | $11.4 萬 | 0.1% | +529+80.2% | 加碼依 20 比 1 拆股換算 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 285 | $11.4 萬 | 0.1% | +285 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 390 | $10.3 萬 | 0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| DOWDow Inc. | Stock | 2,140 | $9.40 萬 | 0.1% | −258−10.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 613 | $8.50 萬 | 0.1% | +200+48.4% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 6,700 | $7.50 萬 | 0.1% | +1,481+28.4% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 2,500 | $7.30 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 2,543 | $7.10 萬 | 0.1% | +1,243+95.6% | 加碼 | – |
| CTVACorteva, Inc. | Stock | 1,201 | $6.90 萬 | 0.1% | −199−14.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 297 | $6.90 萬 | 0.1% | −11−3.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 418 | $6.80 萬 | 0.1% | +100+31.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 311 | $6.80 萬 | 0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,042 | $6.60 萬 | 0.1% | +282+37.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 150 | $5.80 萬 | 0.1% | +150 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 200 | $5.70 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 1,114 | $5.60 萬 | 0.1% | −166−13.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 180 | $5.30 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,235 | $5.20 萬 | 0.1% | −379−23.5% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 1,185 | $5.20 萬 | 0.1% | −129−9.8% | 減碼 | – |
| SJMJ M SMUCKER Co | Stock | 360 | $4.90 萬 | <0.1% | +360 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 174 | $4.70 萬 | <0.1% | +172+8,600.0% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 590 | $4.70 萬 | <0.1% | +583+8,328.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 376 | $4.60 萬 | <0.1% | +31+9.0% | 加碼 | 歷史 |
| NUENucor Corp | COM | 422 | $4.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 1,100 | $4.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 157 | $4.30 萬 | <0.1% | +28+21.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 244 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 800 | $4.00 萬 | <0.1% | +300+60.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 169 | $3.90 萬 | <0.1% | −20−10.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 133 | $3.80 萬 | <0.1% | −9−6.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 226 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 305 | $3.70 萬 | <0.1% | +301+7,525.0% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 2,288 | $3.70 萬 | <0.1% | +2,236+4,300.0% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 163 | $3.60 萬 | <0.1% | −80−32.9% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 768 | $3.60 萬 | <0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 629 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 202 | $3.30 萬 | <0.1% | +199+6,633.3% | 加碼 | – |
| CVXChevron Corp | Stock | 221 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 293 | $3.20 萬 | <0.1% | +81+38.2% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 500 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 172 | $3.10 萬 | <0.1% | −30−14.9% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 750 | $3.10 萬 | <0.1% | +100+15.4% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 851 | $3.00 萬 | <0.1% | +826+3,304.0% | 加碼 | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 760 | $3.00 萬 | <0.1% | +735+2,940.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 448 | $2.90 萬 | <0.1% | +427+2,033.3% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 530 | $2.70 萬 | <0.1% | −55−9.4% | 減碼 | – |
| CHEChemed Corp | COM | 58 | $2.50 萬 | <0.1% | +6+11.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 175 | $2.40 萬 | <0.1% | +175 | 新進 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 349 | $2.40 萬 | <0.1% | +339+3,390.0% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 381 | $2.40 萬 | <0.1% | +375+6,250.0% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 301 | $2.30 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 283 | $2.30 萬 | <0.1% | +274+3,044.4% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 516 | $2.30 萬 | <0.1% | +84+19.4% | 加碼 | – |
| EMREmerson Electric Co | Stock | 300 | $2.20 萬 | <0.1% | +300 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 1,413 | $2.20 萬 | <0.1% | +1,380+4,181.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 110 | $1.80 萬 | <0.1% | +100+1,000.0% | 加碼 | 歷史 |
| SEESealed Air Corp | COM | 400 | $1.80 萬 | <0.1% | +400 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 213 | $1.70 萬 | <0.1% | +209+5,225.0% | 加碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 118 | $1.70 萬 | <0.1% | +51+76.1% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 230 | $1.70 萬 | <0.1% | +68+42.0% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 202 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPRTCopart Inc | COM | 156 | $1.70 萬 | <0.1% | +71+83.5% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 100 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 72 | $1.60 萬 | <0.1% | +38+111.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 55 | $1.50 萬 | <0.1% | −37−40.2% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 144 | $1.50 萬 | <0.1% | −16−10.0% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 114 | $1.50 萬 | <0.1% | +16+16.3% | 加碼 | – |
| CLFCleveland-Cliffs Inc. | COM | 1,091 | $1.50 萬 | <0.1% | −5,300−82.9% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 200 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PIPRPiper Sandler Companies | COM | 144 | $1.50 萬 | <0.1% | +144 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 100 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 145 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 287 | $1.40 萬 | <0.1% | +280+4,000.0% | 加碼 | – |
2022 年第 2 季之後清倉（9 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NOKNokia Corp | SPONSORED ADR | 50,000 | $23.1 萬 | 0.2% | 歷史 |
| EHCEncompass Health Corp | COM | 75 | $4,000 | <0.1% | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 14 | $2,000 | <0.1% | – |
| iShares Tr46435G474 | FALN ANGLS USD | 66 | $2,000 | <0.1% | – |
| Two RDS Shared Tr90214Q659 | APEX HEALTHCARE | 242 | $2,000 | <0.1% | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 41 | $1,000 | <0.1% | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 7 | $1,000 | <0.1% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 36 | $1,000 | <0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3 | $0 | 0.0% | – |