Stapp Wealth Management, PLLC
- SEC CIK
- 0001954085
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/21 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 32
- 較 2025 年第 3 季 0
- 總值
- $7,765 萬
- 較 2025 年第 3 季 +$320.4 萬 (+4.3%)
| 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 | 108,923 | $1,090 萬 | 14.0% | +2,958+2.8% | 加碼 | – |
| Ea Series Trust02072Q820 | MILI LONG SH ETF | 249,062 | $850.8 萬 | 11.0% | +2,361+1.0% | 加碼 | – |
| WisdomTree Tr97717Y568 | EFFICIENT GLD PL | 136,927 | $843.7 萬 | 10.9% | −1,522−1.1% | 減碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 188,134 | $757.2 萬 | 9.8% | −18,967−9.2% | 減碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 86,468 | $738.2 萬 | 9.5% | −1,379−1.6% | 減碼 | 歷史 |
| Blueprint Chesapk MLT88636J873 | TFPN | 233,033 | $598.7 萬 | 7.7% | +3,653+1.6% | 加碼 | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 261,639 | $353.2 萬 | 4.5% | −22,166−7.8% | 減碼 | – |
| Tidal Trust II88636J816 | RETURN STCKD US | 75,224 | $213.3 萬 | 2.7% | +888+1.2% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 46,104 | $209.1 萬 | 2.7% | +46,104 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 31,837 | $191.6 萬 | 2.5% | +284+0.9% | 加碼 | – |
| Virtus ETF Tr II92790A603 | NEWFLEET ABS MBS | 78,504 | $190.4 萬 | 2.5% | +3,080+4.1% | 加碼 | – |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 35,726 | $185.4 萬 | 2.4% | +1,525+4.5% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 33,121 | $181.4 萬 | 2.3% | +220+0.7% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 9,105 | $168.5 萬 | 2.2% | +116+1.3% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 5,579 | $160.6 萬 | 2.1% | +54+1.0% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 10,203 | $128.5 萬 | 1.7% | +10,203 | 新進 | – |
| SLViShares Silver Trust | ETF | 19,320 | $124.5 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 29,776 | $122.3 萬 | 1.6% | −11,018−27.0% | 減碼 | 歷史 |
| Ea Series Trust02072L219 | SPARKLINE INTL | 36,108 | $112.9 萬 | 1.5% | −488−1.3% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 13,302 | $110.2 萬 | 1.4% | +9,027+211.2% | 加碼 | – |
| RBB FD Inc74933W536 | US TREASR 10 YR | 14,825 | $65.3 萬 | 0.8% | +14,825 | 新進 | – |
| AGIAlamos Gold Inc | Stock | 16,844 | $65.0 萬 | 0.8% | −347−2.0% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 3,720 | $63.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,208 | $42.0 萬 | 0.5% | −87−2.0% | 減碼 | 歷史 |
| BBarrick Mining Corp | Stock | 8,362 | $36.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 676 | $32.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 3,180 | $31.6 萬 | 0.4% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 1,335 | $26.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 254 | $21.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,133 | $20.5 萬 | 0.3% | 00.0% | 不變 | – |
| New Gold Inc Cda644535106 | COM | 19,105 | $16.6 萬 | 0.2% | 00.0% | 不變 | – |
| IAUXi-80 Gold Corp. | COM | 91,740 | $13.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。