Kingdom Financial Group LLC.
- SEC CIK
- 0001962236
- 最新申報
- 2026/8/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/7 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 52
- 較 2024 年第 1 季 −10
- 總值
- $1.48 億
- 較 2024 年第 1 季 +$554.3 萬 (+3.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell Top 200 Growth ETF464289438 | ETF | 103,905 | $2,229 萬 | 15.1% | +9,960+10.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 152,506 | $1,625 萬 | 11.0% | +11,861+8.4% | 加碼 | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 168,688 | $1,262 萬 | 8.5% | +15,304+10.0% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 252,060 | $1,144 萬 | 7.7% | +33,420+15.3% | 加碼 | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 214,097 | $1,075 萬 | 7.3% | +31,884+17.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 18,740 | $937.2 萬 | 6.3% | −1,954−9.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 126,099 | $731.2 萬 | 4.9% | +20,980+20.0% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 68,356 | $699.3 萬 | 4.7% | +11,811+20.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 117,820 | $686.1 萬 | 4.6% | +17,539+17.5% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 121,939 | $646.8 萬 | 4.4% | +17,937+17.2% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 47,102 | $568.7 萬 | 3.8% | +2,464+5.5% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 97,931 | $524.2 萬 | 3.5% | −32,624−25.0% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 30,224 | $333.5 萬 | 2.3% | −1,026−3.3% | 減碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 45,517 | $262.5 萬 | 1.8% | +718+1.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 24,700 | $202.5 萬 | 1.4% | −10,003−28.8% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 18,684 | $122.6 萬 | 0.8% | −2,298−11.0% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 7,841 | $114.6 萬 | 0.8% | +30.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,943 | $104.1 萬 | 0.7% | −1,376−21.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 16,069 | $102.8 萬 | 0.7% | −5,340−24.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,928 | $102.8 萬 | 0.7% | −404−4.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,848 | $94.1 萬 | 0.6% | −24−1.3% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R577 | ULTR SH GO AC FD | 8,575 | $86.7 萬 | 0.6% | +2,683+45.5% | 加碼 | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 8,907 | $78.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,528 | $68.3 萬 | 0.5% | −313−17.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,072 | $59.4 萬 | 0.4% | −704−18.6% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 13,111 | $59.3 萬 | 0.4% | −879−6.3% | 減碼 | – |
| CVXChevron Corp | Stock | 3,755 | $58.7 萬 | 0.4% | −375−9.1% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,889 | $57.2 萬 | 0.4% | −5,371−47.7% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 1,620 | $47.0 萬 | 0.3% | +9+0.6% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H737 | ALLIA US JUN ETF | 16,356 | $46.8 萬 | 0.3% | +16,356 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,712 | $46.3 萬 | 0.3% | −1,146−29.7% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 15,736 | $42.8 萬 | 0.3% | −917−5.5% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,545 | $42.1 萬 | 0.3% | −358−7.3% | 減碼 | – |
| Aim ETF Products Trust00888H208 | ALLIANZIM US EQT | 12,694 | $39.5 萬 | 0.3% | −2,423−16.0% | 減碼 | – |
| Aim ETF Products Trust00888H646 | ALLIANZIM U S LA | 15,237 | $38.8 萬 | 0.3% | +15,237 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 439 | $37.3 萬 | 0.3% | −36−7.6% | 減碼 | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 15,262 | $35.4 萬 | 0.2% | −480−3.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 842 | $34.3 萬 | 0.2% | −117−12.2% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,035 | $32.3 萬 | 0.2% | −66−3.1% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,293 | $30.2 萬 | 0.2% | +152+4.8% | 加碼 | – |
| SOSouthern Co | Stock | 3,684 | $28.6 萬 | 0.2% | −266−6.7% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 5,178 | $26.9 萬 | 0.2% | −4,333−45.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,302 | $25.8 萬 | 0.2% | −539−29.3% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 5,471 | $25.7 萬 | 0.2% | +313+6.1% | 加碼 | – |
| Aim ETF Products Trust00888H406 | ALLIANZIM US EQT | 7,533 | $25.1 萬 | 0.2% | +7,533 | 新進 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 7,124 | $24.3 萬 | 0.2% | +7,124 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,906 | $24.2 萬 | 0.2% | −3,004−38.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,192 | $24.1 萬 | 0.2% | −17−1.4% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 10,007 | $21.3 萬 | 0.1% | +10,007 | 新進 | – |
| ALLAllstate Corp | Stock | 1,323 | $21.1 萬 | 0.1% | +7+0.5% | 加碼 | 歷史 |
| Global X FDS37950E291 | GLOBX SUPDV US | 10,312 | $17.8 萬 | 0.1% | −1,316−11.3% | 減碼 | – |
| ICCMIceCure Medical Ltd. | SHS NEW | 17,000 | $1.26 萬 | <0.1% | +1,750+11.5% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（15 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Aim ETF Products Trust00888H786 | ALLIA US FEB ETF | 15,176 | $43.9 萬 | 0.3% | – |
| HONHoneywell International Inc | COM | 1,694 | $34.8 萬 | 0.2% | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 660 | $34.7 萬 | 0.2% | – |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 10,382 | $32.6 萬 | 0.2% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,490 | $27.9 萬 | 0.2% | – |
| PGProcter & Gamble Co | Stock | 1,690 | $27.4 萬 | 0.2% | 歷史 |
| iShares Tr464288588 | MBS ETF | 2,719 | $25.1 萬 | 0.2% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,901 | $24.2 萬 | 0.2% | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 9,613 | $24.1 萬 | 0.2% | – |
| TAT&T Inc. | Stock | 13,617 | $24.0 萬 | 0.2% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,987 | $22.9 萬 | 0.2% | – |
| IBMInternational Business Machines Corp | Stock | 1,198 | $22.9 萬 | 0.2% | 歷史 |
| KOCoca Cola Co | Stock | 3,583 | $21.9 萬 | 0.2% | 歷史 |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 9,003 | $20.5 萬 | 0.1% | – |
| SPDR Index Shs FDS78463X459 | ST STR SP GLBDIV | 3,358 | $20.1 萬 | 0.1% | – |