Stapp Wealth Management, PLLC
- SEC CIK
- 0001954085
- 最新申報
- 2026/7/21
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 30
- 較 2025 年第 1 季 +5
- 總值
- $6,950 萬
- 較 2025 年第 1 季 +$457.7 萬 (+7.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Global X FDS37960A438 | 1 3 MO T BI ET | 121,159 | $1,217 萬 | 17.5% | +20,263+20.1% | 加碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 203,592 | $816.6 萬 | 11.7% | +5,438+2.7% | 加碼 | – |
| Ea Series Trust02072Q820 | MILI LONG SH ETF | 240,379 | $703.8 萬 | 10.1% | +240,379 | 新進 | – |
| WisdomTree Tr97717Y568 | EFFICIENT GLD PL | 137,378 | $647.9 萬 | 9.3% | +137,378 | 新進 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 88,390 | $579.1 萬 | 8.3% | −16,334−15.6% | 減碼 | 歷史 |
| Blueprint Chesapk MLT88636J873 | TFPN | 225,412 | $517.2 萬 | 7.4% | −3,832−1.7% | 減碼 | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 279,978 | $377.7 萬 | 5.4% | −1,331−0.5% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 17,357 | $188.4 萬 | 2.7% | +17,357 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 31,718 | $174.8 萬 | 2.5% | −27,662−46.6% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 32,694 | $171.2 萬 | 2.5% | +32,694 | 新進 | – |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 32,895 | $171.2 萬 | 2.5% | −6,662−16.8% | 減碼 | – |
| Tidal Trust II88636J816 | RETURN STCKD US | 72,515 | $169.1 萬 | 2.4% | +72,515 | 新進 | – |
| Virtus ETF Tr II92790A603 | NEWFLEET ABS MBS | 68,465 | $168.1 萬 | 2.4% | −47,228−40.8% | 減碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 8,947 | $157.9 萬 | 2.3% | −6,930−43.6% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,252 | $151.7 萬 | 2.2% | +11,252 | 新進 | – |
| SGOLabrdn Gold ETF Trust | ETF | 43,128 | $136.0 萬 | 2.0% | −177,215−80.4% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 30,892 | $129.8 萬 | 1.9% | +1,120+3.8% | 加碼 | 歷史 |
| Ea Series Trust02072L219 | SPARKLINE INTL | 36,171 | $104.5 萬 | 1.5% | +37+0.1% | 加碼 | – |
| SLViShares Silver Trust | ETF | 19,320 | $63.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AGIAlamos Gold Inc | Stock | 17,191 | $45.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 3,720 | $44.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,275 | $35.4 萬 | 0.5% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 676 | $33.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 3,180 | $31.6 萬 | 0.5% | −634−16.6% | 減碼 | – |
| ORCLOracle Corp | Stock | 1,335 | $29.2 萬 | 0.4% | +1,335 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 254 | $25.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,295 | $25.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,133 | $20.4 萬 | 0.3% | +2,133 | 新進 | – |
| New Gold Inc Cda644535106 | COM | 19,105 | $9.46 萬 | 0.1% | 00.0% | 不變 | – |
| IAUXi-80 Gold Corp. | COM | 91,740 | $5.49 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Financials ETF92204A405 | ETF | 25,949 | $310.0 萬 | 4.8% | – |
| Vanguard Communication Services ETF92204A884 | ETF | 19,065 | $282.9 萬 | 4.4% | – |
| Vanguard Energy ETF92204A306 | ETF | 20,604 | $267.3 萬 | 4.1% | – |