Axim Planning & Wealth
- SEC CIK
- 0001950607
- 最新申報
- 2026/8/13
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/8 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 26
- 較 2022 年第 3 季 −141
- 總值
- $9,730 萬
- 較 2022 年第 3 季 −$430.8 萬 (−4.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Kraneshares Trust500767306 | CSI CHI INTERNET | 1,485,050 | $4,485 萬 | 46.1% | +1,485,050 | 新進 | – |
| EHEHang Holdings Ltd | ADS | 2,530,699 | $2,171 萬 | 22.3% | +146,957+6.2% | 加碼 | 歷史 |
| NIONIO Inc. | ADR | 1,012,584 | $987.3 萬 | 10.1% | −746,897−42.4% | 減碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 516,350 | $416.2 萬 | 4.3% | −429,500−45.4% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 36,965 | $325.6 萬 | 3.3% | +33,007+833.9% | 加碼 | 歷史 |
| LILi Auto Inc. | SPONSORED ADS | 93,900 | $191.6 萬 | 2.0% | +93,900 | 新進 | 歷史 |
| DKNGDraftKings Inc. | Stock | 151,650 | $172.7 萬 | 1.8% | −68,000−31.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,638 | $115.8 萬 | 1.2% | −1,161−13.2% | 減碼 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 76,573 | $97.4 萬 | 1.0% | −22,687−22.9% | 減碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 28,483 | $82.1 萬 | 0.8% | −5,993−17.4% | 減碼 | – |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 22,867 | $76.8 萬 | 0.8% | −5,818−20.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V571 | GLOBAL DRGN CN | 26,650 | $72.8 萬 | 0.7% | −1,618,695−98.4% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 15,423 | $67.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,503 | $60.4 萬 | 0.6% | +1,971+77.8% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,214 | $58.6 萬 | 0.6% | +7,214 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 2,336 | $56.0 萬 | 0.6% | +885+61.0% | 加碼 | 歷史 |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 21,447 | $54.9 萬 | 0.6% | −5,495−20.4% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,076 | $41.3 萬 | 0.4% | +4,075+407,500.0% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,368 | $29.1 萬 | 0.3% | +4,368 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,855 | $28.3 萬 | 0.3% | −100−3.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 600 | $25.7 萬 | 0.3% | +600 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 5,050 | $25.0 萬 | 0.3% | +300+6.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,943 | $23.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 5,040 | $23.0 萬 | 0.2% | +3,940+358.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 562 | $21.5 萬 | 0.2% | +187+49.9% | 加碼 | 歷史 |
| LCNBLCNB Corp | COM | 11,500 | $20.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（146 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
依上一季市值列出前 100 檔，共 146 檔。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Global X FDS37954Y475 | S&P 500 COVERED | 7,619 | $29.0 萬 | 0.3% | – |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 7,299 | $20.7 萬 | 0.2% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,483 | $18.3 萬 | 0.2% | – |
| AMZNAmazon Com Inc | Stock | 1,605 | $18.1 萬 | 0.2% | 歷史 |
| ETF Ser Solutions26922B709 | APTUS INT ENH YL | 9,676 | $17.2 萬 | 0.2% | – |
| XOMExxonMobil Holdings Corp | COM | 1,802 | $15.7 萬 | 0.2% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,035 | $13.0 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 984 | $12.5 萬 | 0.1% | – |
| GOOGLAlphabet Inc. | Stock | 1,189 | $11.4 萬 | 0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 285 | $11.4 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 390 | $10.3 萬 | 0.1% | 歷史 |
| DOWDow Inc. | Stock | 2,140 | $9.40 萬 | 0.1% | 歷史 |
| AAPLApple Inc. | Stock | 613 | $8.50 萬 | 0.1% | 歷史 |
| FFord Motor Co | Stock | 6,700 | $7.50 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 2,500 | $7.30 萬 | 0.1% | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 2,543 | $7.10 萬 | 0.1% | – |
| CTVACorteva, Inc. | Stock | 1,201 | $6.90 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 297 | $6.90 萬 | 0.1% | 歷史 |
| JNJJohnson & Johnson | Stock | 418 | $6.80 萬 | 0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 311 | $6.80 萬 | 0.1% | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,042 | $6.60 萬 | 0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 150 | $5.80 萬 | 0.1% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 200 | $5.70 萬 | 0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 1,114 | $5.60 萬 | 0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 180 | $5.30 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,235 | $5.20 萬 | 0.1% | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 1,185 | $5.20 萬 | 0.1% | – |
| SJMJ M SMUCKER Co | Stock | 360 | $4.90 萬 | <0.1% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 174 | $4.70 萬 | <0.1% | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 590 | $4.70 萬 | <0.1% | – |
| NVDANVIDIA Corp | Stock | 376 | $4.60 萬 | <0.1% | 歷史 |
| NUENucor Corp | COM | 422 | $4.50 萬 | <0.1% | 歷史 |
| HDHome Depot, Inc. | Stock | 157 | $4.30 萬 | <0.1% | 歷史 |
| HONHoneywell International Inc | COM | 244 | $4.10 萬 | <0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 800 | $4.00 萬 | <0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 169 | $3.90 萬 | <0.1% | 歷史 |
| MAMastercard Inc | Stock | 133 | $3.80 萬 | <0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 226 | $3.70 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 305 | $3.70 萬 | <0.1% | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 2,288 | $3.70 萬 | <0.1% | – |
| BDXBecton Dickinson & Co | Stock | 163 | $3.60 萬 | <0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 768 | $3.60 萬 | <0.1% | – |
| KOCoca Cola Co | Stock | 629 | $3.50 萬 | <0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 202 | $3.30 萬 | <0.1% | – |
| CVXChevron Corp | Stock | 221 | $3.20 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 293 | $3.20 萬 | <0.1% | 歷史 |
| BBYBest Buy Co Inc | Stock | 500 | $3.20 萬 | <0.1% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 172 | $3.10 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 750 | $3.10 萬 | <0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 851 | $3.00 萬 | <0.1% | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 760 | $3.00 萬 | <0.1% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 448 | $2.90 萬 | <0.1% | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 530 | $2.70 萬 | <0.1% | – |
| CHEChemed Corp | COM | 58 | $2.50 萬 | <0.1% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 175 | $2.40 萬 | <0.1% | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 349 | $2.40 萬 | <0.1% | – |
| American Centy ETF Tr025072885 | US EQT ETF | 381 | $2.40 萬 | <0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 301 | $2.30 萬 | <0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 283 | $2.30 萬 | <0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 516 | $2.30 萬 | <0.1% | – |
| EMREmerson Electric Co | Stock | 300 | $2.20 萬 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 1,413 | $2.20 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 110 | $1.80 萬 | <0.1% | 歷史 |
| SEESealed Air Corp | COM | 400 | $1.80 萬 | <0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 213 | $1.70 萬 | <0.1% | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 118 | $1.70 萬 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 230 | $1.70 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 202 | $1.70 萬 | <0.1% | 歷史 |
| CPRTCopart Inc | COM | 156 | $1.70 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 100 | $1.60 萬 | <0.1% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 72 | $1.60 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 55 | $1.50 萬 | <0.1% | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 144 | $1.50 萬 | <0.1% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 114 | $1.50 萬 | <0.1% | – |
| CLFCleveland-Cliffs Inc. | COM | 1,091 | $1.50 萬 | <0.1% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 200 | $1.50 萬 | <0.1% | 歷史 |
| PIPRPiper Sandler Companies | COM | 144 | $1.50 萬 | <0.1% | 歷史 |
| MARMarriott International Inc | Stock | 100 | $1.40 萬 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 145 | $1.40 萬 | <0.1% | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 287 | $1.40 萬 | <0.1% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 190 | $1.30 萬 | <0.1% | – |
| UNHUnitedHealth Group Inc | Stock | 25 | $1.30 萬 | <0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 1,000 | $1.30 萬 | <0.1% | 歷史 |
| XUnited States Steel Corp | COM | 730 | $1.30 萬 | <0.1% | 歷史 |
| KRKroger Co | Stock | 283 | $1.20 萬 | <0.1% | 歷史 |
| BACBank of America Corp | Stock | 400 | $1.20 萬 | <0.1% | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 272 | $1.20 萬 | <0.1% | – |
| JDJD.com, Inc. | SPON ADS CL A | 240 | $1.20 萬 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 500 | $1.20 萬 | <0.1% | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 274 | $1.10 萬 | <0.1% | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 437 | $1.00 萬 | <0.1% | – |
| GEGeneral Electric Co | Stock | 154 | $1.00 萬 | <0.1% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 221 | $1.00 萬 | <0.1% | – |
| ABBNYABB Ltd | SPONSORED ADR | 400 | $1.00 萬 | <0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 42 | $9,000 | <0.1% | 歷史 |
| DISWalt Disney Co | Stock | 100 | $9,000 | <0.1% | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 210 | $9,000 | <0.1% | 歷史 |
| JCIJohnson Controls International plc | Stock | 165 | $8,000 | <0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 23 | $8,000 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 35 | $8,000 | <0.1% | 歷史 |