Stapp Wealth Management, PLLC
- SEC CIK
- 0001954085
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 32
- 較 2026 年第 1 季 +2
- 總值
- $7,653 萬
- 較 2026 年第 1 季 −$180.1 萬 (−2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072Q820 | MILI LONG SH ETF | 251,732 | $914.3 萬 | 11.9% | +4,147+1.7% | 加碼 | – |
| Northern LTS FD Tr II664925880 | WEITZ CORE PLUS | 324,040 | $821.4 萬 | 10.7% | +2,925+0.9% | 加碼 | – |
| WisdomTree Tr97717Y568 | EFFICIENT GLD PL | 123,616 | $755.2 萬 | 9.9% | +2,679+2.2% | 加碼 | – |
| Blueprint Chesapk MLT88636J873 | TFPN | 234,460 | $738.8 萬 | 9.7% | +265+0.1% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 73,084 | $580.4 萬 | 7.6% | +645+0.9% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 23,425 | $361.3 萬 | 4.7% | +687+3.0% | 加碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 23,903 | $279.9 萬 | 3.7% | +23,903 | 新進 | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 217,408 | $277.6 萬 | 3.6% | +1,052+0.5% | 加碼 | – |
| Tidal Tr II88636R586 | RETURN STACKED B | 129,765 | $273.2 萬 | 3.6% | +1,622+1.3% | 加碼 | – |
| Tidal Trust II88636J816 | RETURN STCKD US | 76,873 | $251.3 萬 | 3.3% | +2,519+3.4% | 加碼 | – |
| Virtus ETF Tr II92790A603 | NEWFLEET ABS MBS | 93,701 | $226.5 萬 | 3.0% | +1,124+1.2% | 加碼 | – |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 43,034 | $222.9 萬 | 2.9% | +695+1.6% | 加碼 | – |
| Global X FDS37960A438 | 1 3 MO T BI ET | 21,787 | $218.6 萬 | 2.9% | −42,914−66.3% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 32,887 | $204.6 萬 | 2.7% | +558+1.7% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 32,955 | $176.7 萬 | 2.3% | −186−0.6% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 34,637 | $176.1 萬 | 2.3% | +116+0.3% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 11,530 | $173.1 萬 | 2.3% | +60+0.5% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,725 | $166.2 萬 | 2.2% | +8,725 | 新進 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 13,575 | $145.4 萬 | 1.9% | +13,575 | 新進 | – |
| Ea Series Trust02072L219 | SPARKLINE INTL | 37,846 | $119.1 萬 | 1.6% | +929+2.5% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 13,377 | $109.8 萬 | 1.4% | 00.0% | 不變 | – |
| SGOLabrdn Gold ETF Trust | ETF | 24,869 | $95.1 萬 | 1.2% | −185−0.7% | 減碼 | 歷史 |
| RBB FD Inc74933W536 | US TREASR 10 YR | 14,825 | $64.0 萬 | 0.8% | 00.0% | 不變 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 3,720 | $57.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AGIAlamos Gold Inc | Stock | 16,844 | $51.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,208 | $39.3 萬 | 0.5% | 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 | – |
| BBarrick Mining Corp | Stock | 8,362 | $30.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 2,774 | $28.4 萬 | 0.4% | +2,774 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 676 | $25.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 254 | $23.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IAUXi-80 Gold Corp. | COM | 91,740 | $13.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Utilities ETF92204A876 | ETF | 7,832 | $155.2 萬 | 2.0% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 18,473 | $151.4 萬 | 1.9% | – |