Kaydan Wealth Management, Inc.
- SEC CIK
- 0001964532
- 最新申報
- 2026/7/24
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 115
- 較 2026 年第 1 季 +6
- 總值
- $3.28 億
- 較 2026 年第 1 季 +$2,910 萬 (+9.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 170,649 | $3,719 萬 | 11.3% | +4,639+2.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 446,720 | $3,183 萬 | 9.7% | +3,287+0.7% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 412,387 | $2,463 萬 | 7.5% | −7,159−1.7% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 70,426 | $2,116 萬 | 6.4% | +53,453+314.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 97,323 | $2,071 萬 | 6.3% | +1,455+1.5% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 104,642 | $1,719 萬 | 5.2% | +1,497+1.5% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 232,524 | $1,591 萬 | 4.8% | +232,524 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 36,601 | $1,354 萬 | 4.1% | +20,471+126.9% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 119,262 | $1,128 萬 | 3.4% | −74,579−38.5% | 減碼 | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 86,611 | $838.4 萬 | 2.6% | −2,213−2.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 97,660 | $753.1 萬 | 2.3% | +2,222+2.3% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 18,965 | $693.9 萬 | 2.1% | +306+1.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 59,590 | $575.5 萬 | 1.8% | +1,164+2.0% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 62,541 | $540.5 萬 | 1.6% | −85,840−57.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,657 | $490.2 萬 | 1.5% | +6,657 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,523 | $488.5 萬 | 1.5% | +140+2.2% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 19,656 | $465.1 萬 | 1.4% | +181+0.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 53,493 | $460.8 萬 | 1.4% | +297+0.6% | 加碼依 6 比 1 拆股換算 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 86,897 | $418.7 萬 | 1.3% | +855+1.0% | 加碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 29,923 | $343.8 萬 | 1.0% | −50−0.2% | 減碼 | – |
| RJFRaymond James Financial Inc | COM | 21,175 | $321.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 10,511 | $304.2 萬 | 0.9% | +95+0.9% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 20,893 | $287.3 萬 | 0.9% | +435+2.1% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 16,230 | $253.7 萬 | 0.8% | +33+0.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 5,160 | $192.5 萬 | 0.6% | −284−5.2% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 7,185 | $181.2 萬 | 0.6% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 12,109 | $177.2 萬 | 0.5% | +118+1.0% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,650 | $175.7 萬 | 0.5% | +7+0.4% | 加碼 | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 9,273 | $169.0 萬 | 0.5% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,585 | $163.6 萬 | 0.5% | −117−1.3% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 20,078 | $162.8 萬 | 0.5% | +466+2.4% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 18,380 | $157.1 萬 | 0.5% | +2,120+13.0% | 加碼 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 10,572 | $147.9 萬 | 0.5% | −57−0.5% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 14,547 | $140.3 萬 | 0.4% | −882−5.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,161 | $136.2 萬 | 0.4% | −32−0.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 4,075 | $128.3 萬 | 0.4% | −1,604−28.2% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 16,534 | $127.4 萬 | 0.4% | −341−2.0% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 7,988 | $122.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 21,505 | $116.2 萬 | 0.4% | 00.0% | 不變 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 20,045 | $113.3 萬 | 0.3% | +458+2.3% | 加碼 | – |
| DEDeere & Co | Stock | 1,778 | $112.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DBX ETF Tr233051820 | XTRACK MSCI ALL | 22,991 | $111.5 萬 | 0.3% | −426−1.8% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,470 | $103.3 萬 | 0.3% | +192+1.6% | 加碼 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 11,827 | $102.9 萬 | 0.3% | +299+2.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,248 | $102.4 萬 | 0.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 10,898 | $102.4 萬 | 0.3% | +10,898 | 新進 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 8,808 | $91.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 12,063 | $91.2 萬 | 0.3% | +40+0.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,461 | $87.0 萬 | 0.3% | −105−4.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,293 | $83.6 萬 | 0.3% | +110+3.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,189 | $83.6 萬 | 0.3% | −31−2.5% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 8,592 | $82.8 萬 | 0.3% | +63+0.7% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 19,014 | $82.0 萬 | 0.2% | +1,623+9.3% | 加碼 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 12,437 | $80.2 萬 | 0.2% | +204+1.7% | 加碼 | – |
| BNY Mellon ETF Trust II05613H209 | CONCENTRATED GRW | 20,193 | $75.3 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,904 | $74.6 萬 | 0.2% | −99−2.0% | 減碼 | – |
| WMTWalmart Inc. | Stock | 6,569 | $74.4 萬 | 0.2% | −207−3.1% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 7,597 | $70.9 萬 | 0.2% | +478+6.7% | 加碼 | – |
| FTNTFortinet, Inc. | Stock | 4,617 | $70.9 萬 | 0.2% | +4,617 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,757 | $65.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,184 | $61.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 11,445 | $61.4 萬 | 0.2% | +217+1.9% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 5,222 | $61.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 4,110 | $60.2 萬 | 0.2% | −13−0.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,616 | $58.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,549 | $56.3 萬 | 0.2% | +327+10.1% | 加碼 | – |
| CSXCSX Corp | Stock | 11,349 | $53.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,608 | $53.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 7,057 | $53.5 萬 | 0.2% | −126−1.8% | 減碼 | – |
| iShares Tr464288208 | MRGSTR MD CP ETF | 5,392 | $52.1 萬 | 0.2% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 36,775 | $51.1 萬 | 0.2% | +1,353+3.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,361 | $50.9 萬 | 0.2% | −223−14.1% | 減碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 4,950 | $48.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,195 | $47.4 萬 | 0.1% | +16+0.5% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,332 | $47.0 萬 | 0.1% | −19−1.4% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,549 | $46.2 萬 | 0.1% | +29+1.9% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 2,797 | $42.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,083 | $41.7 萬 | 0.1% | −236−10.2% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 574 | $40.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 19,283 | $39.9 萬 | 0.1% | +68+0.4% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 339 | $39.8 萬 | 0.1% | −56−14.2% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,665 | $38.1 萬 | 0.1% | −113−3.0% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 2,925 | $37.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 4,976 | $37.6 萬 | 0.1% | −172,999−97.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 1,927 | $36.6 萬 | 0.1% | +1,927 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,010 | $36.1 萬 | 0.1% | +6+0.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,408 | $35.3 萬 | 0.1% | +343+16.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 685 | $34.9 萬 | 0.1% | +26+3.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 678 | $34.8 萬 | 0.1% | −9−1.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,458 | $34.8 萬 | 0.1% | −101−6.5% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 502 | $32.9 萬 | 0.1% | −50−9.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 653 | $32.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V175 | S&P SML600 GWT | 4,445 | $32.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,750 | $32.2 萬 | 0.1% | 00.0% | 不變 | – |
| CNICanadian National Railway Co | Stock | 2,592 | $30.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 2,606 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 1,796 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 711 | $30.3 萬 | 0.1% | −15−2.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,177 | $29.6 萬 | 0.1% | −85−6.7% | 減碼 | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 2,394 | $29.2 萬 | 0.1% | −4−0.2% | 減碼 | – |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。