Kaydan Wealth Management, Inc.
- SEC CIK
- 0001964532
- 最新申報
- 2026/7/24
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/17 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 90
- 較 2023 年第 1 季 +2
- 總值
- $2.39 億
- 較 2023 年第 1 季 −$534.2 萬 (−2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 225,787 | $3,379 萬 | 14.2% | +203,808+927.3% | 加碼 | – |
| ProShares Tr74347B714 | SHORT QQQ NEW | 3,074,712 | $3,250 萬 | 13.6% | −1,334,691−30.3% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 168,080 | $3,148 萬 | 13.2% | +79,264+89.2% | 加碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 1,949,268 | $2,706 萬 | 11.3% | −2,034,805−51.1% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 376,863 | $2,544 萬 | 10.7% | +110,555+41.5% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 89,292 | $919.2 萬 | 3.9% | −148,951−62.5% | 減碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 113,293 | $719.8 萬 | 3.0% | +113,293 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,187 | $422.7 萬 | 1.8% | −277−1.4% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 87,827 | $352.1 萬 | 1.5% | −1,610−1.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 19,497 | $316.7 萬 | 1.3% | −240−1.2% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 38,129 | $286.3 萬 | 1.2% | +2,796+7.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 18,126 | $257.6 萬 | 1.1% | +1,148+6.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,512 | $240.6 萬 | 1.0% | +56+0.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,620 | $225.4 萬 | 0.9% | −1,825−13.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,586 | $224.5 萬 | 0.9% | +786+10.1% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 21,375 | $221.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 32,855 | $192.7 萬 | 0.8% | −27−0.1% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 16,175 | $183.3 萬 | 0.8% | +20+0.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 5,126 | $174.6 萬 | 0.7% | −113−2.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 5,675 | $173.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,310 | $158.4 萬 | 0.7% | −932−4.2% | 減碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 15,571 | $150.0 萬 | 0.6% | −1,180−7.0% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 20,532 | $144.7 萬 | 0.6% | −323−1.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,451 | $125.9 萬 | 0.5% | +119+2.7% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 20,188 | $113.2 萬 | 0.5% | −727−3.5% | 減碼 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 13,394 | $112.5 萬 | 0.5% | −1,436−9.7% | 減碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 9,292 | $100.7 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,125 | $94.7 萬 | 0.4% | +65+3.2% | 加碼 | – |
| DBX ETF Tr233051820 | XTRACK MSCI ALL | 32,107 | $93.0 萬 | 0.4% | −1,781−5.3% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 21,934 | $92.2 萬 | 0.4% | +50+0.2% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 18,524 | $87.2 萬 | 0.4% | −175−0.9% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 7,958 | $85.6 萬 | 0.4% | +1,662+26.4% | 加碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 17,578 | $78.3 萬 | 0.3% | −50−0.3% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 7,184 | $78.2 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 4,671 | $76.4 萬 | 0.3% | −203−4.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,388 | $76.3 萬 | 0.3% | 00.0% | 不變 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 9,306 | $74.3 萬 | 0.3% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 4,453 | $73.7 萬 | 0.3% | −165−3.6% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 14,271 | $72.3 萬 | 0.3% | +484+3.5% | 加碼 | – |
| OSKOshkosh Corp | COM | 7,988 | $69.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 8,666 | $65.5 萬 | 0.3% | −13−0.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,260 | $64.5 萬 | 0.3% | −100−1.9% | 減碼 | – |
| PFEPfizer Inc | Stock | 17,326 | $63.6 萬 | 0.3% | −268−1.5% | 減碼 | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 11,256 | $62.9 萬 | 0.3% | −113−1.0% | 減碼 | – |
| FFord Motor Co | Stock | 41,131 | $62.2 萬 | 0.3% | −599−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,006 | $58.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,104 | $57.9 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,912 | $56.2 萬 | 0.2% | −272−12.5% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,173 | $56.2 萬 | 0.2% | −24−2.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 8,098 | $51.5 萬 | 0.2% | +15+0.2% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,880 | $51.5 萬 | 0.2% | −615−13.7% | 減碼 | – |
| ORCLOracle Corp | Stock | 4,295 | $51.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,924 | $46.9 萬 | 0.2% | −1,977−12.4% | 減碼 | – |
| GMGeneral Motors Co | COM | 12,043 | $46.4 萬 | 0.2% | +372+3.2% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 5,774 | $43.4 萬 | 0.2% | −439−7.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 901 | $43.3 萬 | 0.2% | −53−5.6% | 減碼 | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 6,620 | $41.9 萬 | 0.2% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 1,677 | $41.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,316 | $40.9 萬 | 0.2% | −47−3.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,005 | $40.7 萬 | 0.2% | −2−0.2% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,184 | $40.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TNETTrinet Group, Inc. | COM | 4,281 | $40.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 8,253 | $38.7 萬 | 0.2% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 11,349 | $38.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 18,248 | $38.6 萬 | 0.2% | +10.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,747 | $36.7 萬 | 0.2% | +189+5.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 2,288 | $36.0 萬 | 0.2% | −30−1.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,975 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 5,880 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 188,075 | $35.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 16,950 | $34.9 萬 | 0.1% | +10.0% | 加碼 | – |
| CMCSAComcast Corp | Stock | 8,375 | $34.8 萬 | 0.1% | +13+0.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 16,101 | $32.4 萬 | 0.1% | +10.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 16,649 | $31.5 萬 | 0.1% | −3,689−18.1% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 685 | $31.5 萬 | 0.1% | −19−2.7% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 2,592 | $31.4 萬 | 0.1% | +2,592 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 2,797 | $30.8 萬 | 0.1% | −50−1.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,026 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 4,950 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 725 | $28.5 萬 | 0.1% | −25−3.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,524 | $28.2 萬 | 0.1% | −98−6.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,290 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,227 | $24.3 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,227 | $22.2 萬 | 0.1% | +2,227 | 新進 | – |
| Invesco Exchange Traded FD T46137V175 | S&P SML600 GWT | 1,714 | $21.8 萬 | 0.1% | −9−0.5% | 減碼 | – |
| DISWalt Disney Co | Stock | 2,365 | $21.1 萬 | 0.1% | −12−0.5% | 減碼 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 736 | $20.6 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 603 | $20.6 萬 | 0.1% | +603 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 10,792 | $20.5 萬 | 0.1% | +10.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,554 | $20.3 萬 | 0.1% | +1,554 | 新進 | 歷史 |
2023 年第 1 季之後清倉（3 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。