Kingdom Financial Group LLC.
- SEC CIK
- 0001962236
- 最新申報
- 2026/8/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 55
- 較 2025 年第 1 季 +10
- 總值
- $1.14 億
- 較 2025 年第 1 季 −$2,196 萬 (−16.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Capitol Ser Tr14064D444 | STERLING CAP ENH | 1,739,013 | $4,395 萬 | 38.4% | +1,739,013 | 新進 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 50,793 | $1,252 萬 | 10.9% | −36,069−41.5% | 減碼 | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 86,942 | $732.0 萬 | 6.4% | −66,853−43.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 55,332 | $578.1 萬 | 5.1% | −80,471−59.3% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 69,340 | $440.2 萬 | 3.8% | −56,827−45.0% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 38,211 | $428.0 萬 | 3.7% | −26,019−40.5% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 30,768 | $406.6 萬 | 3.6% | −12,647−29.1% | 減碼 | – |
| VVisa Inc. | Stock | 8,845 | $314.1 萬 | 2.7% | +8,845 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 41,859 | $251.3 萬 | 2.2% | −66,077−61.2% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 13,525 | $187.6 萬 | 1.6% | −12,625−48.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 8,237 | $169.0 萬 | 1.5% | +3,488+73.4% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 29,700 | $146.1 萬 | 1.3% | +29,700 | 新進 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 15,533 | $135.5 萬 | 1.2% | −6,641−29.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 7,682 | $121.4 萬 | 1.1% | +7,682 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,023 | $100.7 萬 | 0.9% | +764+60.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,497 | $76.7 萬 | 0.7% | +1,170+50.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,444 | $76.2 萬 | 0.7% | +2,005+456.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,307 | $74.3 萬 | 0.6% | −15,774−92.3% | 減碼 | – |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 23,391 | $73.9 萬 | 0.6% | −7,272−23.7% | 減碼 | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 19,017 | $70.4 萬 | 0.6% | +10,254+117.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 9,101 | $66.2 萬 | 0.6% | −4,461−32.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,154 | $62.4 萬 | 0.5% | +2,154 | 新進 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 26,379 | $60.6 萬 | 0.5% | +26,379 | 新進 | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 14,464 | $60.2 萬 | 0.5% | +14,464 | 新進 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,992 | $58.7 萬 | 0.5% | −96,986−90.7% | 減碼 | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 26,481 | $58.3 萬 | 0.5% | −4,119−13.5% | 減碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 11,640 | $57.5 萬 | 0.5% | +11,640 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 778 | $57.4 萬 | 0.5% | +778 | 新進 | 歷史 |
| Flexshares Tr33939L761 | CR SCD US BD | 11,392 | $55.6 萬 | 0.5% | +11,392 | 新進 | – |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 15,598 | $54.5 萬 | 0.5% | −9,880−38.8% | 減碼 | – |
| Elevation Series Trust210322509 | TRUESHARES QUART | 22,000 | $54.3 萬 | 0.5% | +22,000 | 新進 | – |
| Aim ETF Products Trust00888H877 | ALLIANZIM US EQT | 15,852 | $52.5 萬 | 0.5% | +3,595+29.3% | 加碼 | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 17,693 | $51.7 萬 | 0.5% | +17,693 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 2,923 | $51.5 萬 | 0.5% | +2,923 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 9,788 | $49.7 萬 | 0.4% | +9,788 | 新進 | – |
| Listed FD Tr53656F714 | TRUESHARES STRUC | 12,432 | $49.5 萬 | 0.4% | +12,432 | 新進 | – |
| PIMCO ETF Tr72201R577 | ULTR SH GO AC FD | 4,717 | $47.7 萬 | 0.4% | +4,717 | 新進 | – |
| First Tr Exchng Traded FD VI33740U679 | FT VEST US EQT | 12,623 | $44.4 萬 | 0.4% | +5,551+78.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 1,485 | $41.0 萬 | 0.4% | +1,485 | 新進 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 3,732 | $37.5 萬 | 0.3% | +3,732 | 新進 | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 25,439 | $34.3 萬 | 0.3% | +9,068+55.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 454 | $28.0 萬 | 0.2% | +454 | 新進 | 歷史 |
| Elevation Series Trust210322608 | TRUE SE BUFF ETF | 9,850 | $24.9 萬 | 0.2% | +9,850 | 新進 | – |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 4,797 | $24.0 萬 | 0.2% | +4,797 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 1,335 | $23.7 萬 | 0.2% | +1,335 | 新進 | 歷史 |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 4,671 | $23.2 萬 | 0.2% | +4,671 | 新進 | – |
| Elevation Series Trust210322400 | TRUSHARES BULL | 9,050 | $23.0 萬 | 0.2% | +9,050 | 新進 | – |
| iShares Tr46429B366 | CMBS ETF | 4,597 | $22.4 萬 | 0.2% | +4,597 | 新進 | – |
| ORCLOracle Corp | Stock | 1,018 | $22.3 萬 | 0.2% | +1,018 | 新進 | 歷史 |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 2,762 | $21.4 萬 | 0.2% | +2,762 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 1,976 | $21.3 萬 | 0.2% | −6,037−75.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,348 | $20.6 萬 | 0.2% | −5,718−80.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,550 | $20.4 萬 | 0.2% | +2,550 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 10,502 | $19.0 萬 | 0.2% | +10,502 | 新進 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 15,745 | $17.2 萬 | 0.2% | +15,745 | 新進 | 歷史 |
2025 年第 1 季之後清倉（20 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 Mortgage-Backed Securities ETF92206C771 | ETF | 224,907 | $1,042 萬 | 7.6% | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 193,777 | $989.8 萬 | 7.3% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 119,401 | $709.2 萬 | 5.2% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 54,981 | $316.7 萬 | 2.3% | – |
| iShares Tr46435G326 | CORE MSCI INTL | 15,506 | $106.8 萬 | 0.8% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,323 | $72.4 萬 | 0.5% | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 6,316 | $64.7 萬 | 0.5% | 歷史 |
| CVXChevron Corp | Stock | 3,012 | $50.4 萬 | 0.4% | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 10,064 | $46.4 萬 | 0.3% | – |
| GEGeneral Electric Co | Stock | 2,044 | $40.9 萬 | 0.3% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 742 | $39.5 萬 | 0.3% | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,218 | $37.9 萬 | 0.3% | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 12,794 | $34.9 萬 | 0.3% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,240 | $30.1 萬 | 0.2% | – |
| ALLAllstate Corp | Stock | 1,343 | $27.8 萬 | 0.2% | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 8,925 | $27.8 萬 | 0.2% | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,496 | $23.4 萬 | 0.2% | – |
| SOSouthern Co | Stock | 2,485 | $22.8 萬 | 0.2% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,399 | $22.4 萬 | 0.2% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,303 | $21.0 萬 | 0.2% | – |