Kaydan Wealth Management, Inc.
- SEC CIK
- 0001964532
- 最新申報
- 2026/7/24
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/11 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 103
- 較 2024 年第 1 季 −3
- 總值
- $2.82 億
- 較 2024 年第 1 季 −$1,115 萬 (−3.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 208,676 | $3,347 萬 | 11.9% | +42,542+25.6% | 加碼 | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 379,160 | $2,791 萬 | 9.9% | +91,805+31.9% | 加碼 | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 1,981,957 | $2,333 萬 | 8.3% | −45,829−2.3% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 213,858 | $2,003 萬 | 7.1% | +71,140+49.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 107,874 | $1,772 萬 | 6.3% | −43,807−28.9% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 240,446 | $1,747 萬 | 6.2% | +92,729+62.8% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 388,984 | $1,709 萬 | 6.1% | −165,072−29.8% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 197,955 | $1,551 萬 | 5.5% | −2,859−1.4% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 145,790 | $1,338 萬 | 4.7% | +145,790 | 新進 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 36,899 | $673.5 萬 | 2.4% | +36,899 | 新進 | – |
| ProShares Tr74349Y837 | SHORT QQQ | 143,467 | $581.0 萬 | 2.1% | +143,467 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,702 | $473.5 萬 | 1.7% | −242−1.3% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 47,497 | $399.2 萬 | 1.4% | +2,952+6.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 19,308 | $352.5 萬 | 1.2% | −150−0.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 58,289 | $341.1 萬 | 1.2% | +4,093+7.6% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 82,904 | $337.8 萬 | 1.2% | −3,380−3.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,705 | $321.2 萬 | 1.1% | +11+0.2% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 21,375 | $264.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 31,211 | $236.1 萬 | 0.8% | −957−3.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 5,032 | $224.9 萬 | 0.8% | +271+5.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,914 | $221.4 萬 | 0.8% | +734+7.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,458 | $220.3 萬 | 0.8% | −281−2.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,239 | $195.9 萬 | 0.7% | +312+6.3% | 加碼 | – |
| SYKStryker Corp | Stock | 5,718 | $194.6 萬 | 0.7% | +43+0.8% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 19,998 | $185.1 萬 | 0.7% | −143−0.7% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 15,290 | $185.0 萬 | 0.7% | −461−2.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,208 | $175.6 萬 | 0.6% | +290+9.9% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 19,570 | $164.3 萬 | 0.6% | −450−2.2% | 減碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 14,581 | $158.2 萬 | 0.6% | −196,712−93.1% | 減碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 9,292 | $122.9 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 12,242 | $118.7 萬 | 0.4% | −10−0.1% | 減碼 | – |
| GMGeneral Motors Co | COM | 24,695 | $114.7 萬 | 0.4% | +1,871+8.2% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 7,184 | $108.1 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,894 | $107.9 萬 | 0.4% | −455−2.5% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 21,700 | $101.5 萬 | 0.4% | +737+3.5% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,388 | $99.3 萬 | 0.4% | 00.0% | 不變 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 18,095 | $99.1 萬 | 0.4% | −556−3.0% | 減碼 | – |
| DBX ETF Tr233051820 | XTRACK MSCI ALL | 29,406 | $98.2 萬 | 0.3% | −75−0.3% | 減碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 16,157 | $90.0 萬 | 0.3% | −224−1.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 23,355 | $88.6 萬 | 0.3% | 00.0% | 不變 | – |
| OSKOshkosh Corp | COM | 7,988 | $86.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,081 | $82.5 萬 | 0.3% | +88+2.2% | 加碼 | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 11,673 | $76.5 萬 | 0.3% | +814+7.5% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 8,808 | $76.3 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,033 | $74.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,550 | $65.9 萬 | 0.2% | +103+1.9% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,229 | $65.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,978 | $63.3 萬 | 0.2% | −371−6.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 4,286 | $62.6 萬 | 0.2% | −72−1.7% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 49,896 | $62.6 萬 | 0.2% | +2,845+6.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 8,471 | $61.6 萬 | 0.2% | +745+9.6% | 加碼 | – |
| ORCLOracle Corp | Stock | 4,119 | $58.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,677 | $55.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,594 | $52.9 萬 | 0.2% | +137+3.1% | 加碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 14,261 | $52.3 萬 | 0.2% | −1,290−8.3% | 減碼 | – |
| AMGNAmgen Inc | Stock | 1,659 | $51.8 萬 | 0.2% | +892+116.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,669 | $49.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 11,521 | $47.4 萬 | 0.2% | −676−5.5% | 減碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 8,253 | $47.3 萬 | 0.2% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 7,772 | $46.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 9,089 | $46.4 萬 | 0.2% | −105−1.1% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,184 | $46.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,339 | $46.1 萬 | 0.2% | +46+3.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,751 | $45.7 萬 | 0.2% | +64+1.0% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 5,618 | $45.7 萬 | 0.2% | −469−7.7% | 減碼 | – |
| iShares Tr464288208 | MRGSTR MD CP ETF | 6,452 | $45.2 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,014 | $43.9 萬 | 0.2% | −42−1.4% | 減碼 | – |
| KOCoca Cola Co | Stock | 6,726 | $42.8 萬 | 0.2% | +119+1.8% | 加碼 | 歷史 |
| TNETTrinet Group, Inc. | COM | 4,226 | $42.3 萬 | 0.1% | −13−0.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 774 | $39.4 萬 | 0.1% | −43−5.3% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 11,349 | $38.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 12,744 | $35.7 萬 | 0.1% | −1,539−10.8% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 16,130 | $34.0 萬 | 0.1% | +10.0% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 1,741 | $33.9 萬 | 0.1% | −19−1.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,037 | $33.6 萬 | 0.1% | +26+1.3% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 4,950 | $33.5 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 17,036 | $32.6 萬 | 0.1% | +17,036 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 16,746 | $32.1 萬 | 0.1% | +396+2.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 15,621 | $31.9 萬 | 0.1% | +372+2.4% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 682 | $31.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 837 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 705 | $31.1 萬 | 0.1% | +9+1.3% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 2,797 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 2,592 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 16,267 | $28.7 萬 | 0.1% | +356+2.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,396 | $27.0 萬 | 0.1% | −38−2.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V175 | S&P SML600 GWT | 5,675 | $26.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,509 | $26.8 萬 | 0.1% | +187+8.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 1,501 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,177 | $24.6 萬 | 0.1% | −100−1.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 603 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 12,228 | $23.5 萬 | 0.1% | +395+3.3% | 加碼 | – |
| AFLAflac Inc | Stock | 2,605 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 729 | $22.9 萬 | 0.1% | −29−3.8% | 減碼 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 3,681 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| CICigna Group | Stock | 678 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,750 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 2,448 | $22.3 萬 | 0.1% | +238+10.8% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 2,076 | $21.6 萬 | 0.1% | −33−1.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 4,916 | $21.2 萬 | 0.1% | +4,916 | 新進 | – |
2024 年第 1 季之後清倉（8 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 |
|---|---|---|---|---|---|
| ProShares Tr74347B714 | SHORT QQQ NEW | 1,566,917 | $1,373 萬 | 4.7% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 182,040 | $1,078 萬 | 3.7% | – |
| CMCSAComcast Corp | Stock | 7,722 | $33.5 萬 | 0.1% | 歷史 |
| DISWalt Disney Co | Stock | 2,133 | $26.1 萬 | 0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,559 | $25.1 萬 | 0.1% | – |
| COPConocoPhillips | Stock | 1,723 | $21.9 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 3,450 | $21.1 萬 | 0.1% | – |
| ABBVAbbVie Inc. | Stock | 1,138 | $20.7 萬 | 0.1% | 歷史 |