Socha Financial Group, LLC
- SEC CIK
- 0001967966
- 最新申報
- 2026/8/5
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/1 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 30
- 較 2023 年第 3 季 +2
- 總值
- $2.08 億
- 較 2023 年第 3 季 +$2,039 萬 (+10.8%)
| 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 | 990,003 | $5,511 萬 | 26.4% | −5,740−0.6% | 減碼 | – |
| Doubleline ETF Trust25861R204 | SHILLER CAPE U S | 1,915,407 | $5,081 萬 | 24.4% | −26,300−1.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 87,795 | $3,595 萬 | 17.2% | −1,063−1.2% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 386,480 | $1,930 萬 | 9.3% | +1,919+0.5% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 312,057 | $1,622 萬 | 7.8% | +1,530+0.5% | 加碼 | – |
| GLWCorning Inc | COM | 343,624 | $1,046 萬 | 5.0% | +27,772+8.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 35,904 | $459.8 萬 | 2.2% | −473−1.3% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 21,543 | $352.3 萬 | 1.7% | +60.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 76,684 | $228.4 萬 | 1.1% | −316−0.4% | 減碼 | – |
| DGXQuest Diagnostics Inc | COM | 8,985 | $123.9 萬 | 0.6% | +1,062+13.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,424 | $104.4 萬 | 0.5% | +3+0.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 17,903 | $85.4 萬 | 0.4% | +457+2.6% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 4,613 | $78.4 萬 | 0.4% | +34+0.7% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 27,496 | $74.6 萬 | 0.4% | +1,069+4.0% | 加碼 | – |
| Graniteshares ETF Tr38747R827 | 1.5X LNG NVDA DL | 8,168 | $73.2 萬 | 0.4% | +8,168 | 新進 | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 10,753 | $54.5 萬 | 0.3% | −8,998−45.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,131 | $53.8 萬 | 0.3% | +5+0.4% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 7,324 | $48.9 萬 | 0.2% | +7,324 | 新進 | – |
| VZVerizon Communications Inc | Stock | 9,646 | $36.4 萬 | 0.2% | −186−1.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 955 | $35.9 萬 | 0.2% | +13+1.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,269 | $33.1 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 18,568 | $31.2 萬 | 0.1% | −36−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,991 | $30.3 萬 | 0.1% | +63+3.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,964 | $29.3 萬 | 0.1% | −315−13.8% | 減碼 | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 5,450 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,121 | $27.1 萬 | 0.1% | +4+0.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,006 | $23.6 萬 | 0.1% | −691−14.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,296 | $23.0 萬 | 0.1% | +58+2.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 1,913 | $20.9 萬 | 0.1% | +1,913 | 新進 | 歷史 |
| BCLIBrainstorm Cell Therapeutics Inc. | COM NEW | 12,380 | $3,380 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 3 季之後清倉（1 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。