Socha Financial Group, LLC
- SEC CIK
- 0001967966
- 最新申報
- 2026/8/5
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/3/20 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 23
- 較 2022 年第 3 季 +6
- 總值
- $1.41 億
- 較 2022 年第 3 季 +$2,451 萬 (+21.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 899,955 | $4,033 萬 | 28.6% | +22,284+2.5% | 加碼 | – |
| Doubleline ETF Trust25861R204 | SHILLER CAPE U S | 1,716,817 | $3,607 萬 | 25.6% | +101,891+6.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 82,439 | $2,195 萬 | 15.6% | +2,458+3.1% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 316,544 | $1,291 萬 | 9.2% | +150,905+91.1% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 271,124 | $1,254 萬 | 8.9% | +122,587+82.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 36,029 | $329.8 萬 | 2.3% | +132+0.4% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 20,418 | $287.7 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| Pacer FDS Tr69374H493 | ETF | 137,279 | $285.6 萬 | 2.0% | −583−0.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 7,676 | $221.4 萬 | 1.6% | +85+1.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 13,618 | $87.0 萬 | 0.6% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 16,912 | $78.3 萬 | 0.6% | +16,912 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,725 | $66.0 萬 | 0.5% | +1,062+160.2% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 19,870 | $52.5 萬 | 0.4% | +19,870 | 新進 | – |
| GDGeneral Dynamics Corp | Stock | 1,872 | $46.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 19,894 | $36.6 萬 | 0.3% | +598+3.1% | 加碼 | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 5,450 | $34.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 10,592 | $33.8 萬 | 0.2% | +10,592 | 新進 | 歷史 |
| SKTTanger Inc. | COM | 18,257 | $32.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,837 | $31.3 萬 | 0.2% | +2,837 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,105 | $25.6 萬 | 0.2% | +4+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,313 | $23.6 萬 | 0.2% | +1,313 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,969 | $23.1 萬 | 0.2% | +1,969 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 1,700 | $22.1 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |