Socha Financial Group, LLC
- SEC CIK
- 0001967966
- 最新申報
- 2026/8/5
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/31 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 23
- 較 2024 年第 2 季 +3
- 總值
- $2.30 億
- 較 2024 年第 2 季 +$1,681 萬 (+7.9%)
| 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 | 1,032,598 | $6,869 萬 | 29.8% | +21,008+2.1% | 加碼 | – |
| Doubleline ETF Trust25861R204 | SHILLER CAPE U S | 1,851,841 | $5,480 萬 | 23.8% | −7,976−0.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 91,650 | $4,473 萬 | 19.4% | +2,171+2.4% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 425,324 | $2,336 萬 | 10.1% | +17,985+4.4% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 326,597 | $1,889 萬 | 8.2% | +7,908+2.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 36,451 | $505.4 萬 | 2.2% | +1,227+3.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 20,418 | $451.4 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 77,275 | $249.1 萬 | 1.1% | +1,104+1.4% | 加碼 | – |
| GLWCorning Inc | COM | 52,698 | $237.9 萬 | 1.0% | +31,170+144.8% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 18,854 | $93.1 萬 | 0.4% | +568+3.1% | 加碼 | – |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 28,358 | $77.5 萬 | 0.3% | −393−1.4% | 減碼 | – |
| Agf Invts Tr00110G408 | US MARKET NETRL | 26,443 | $51.8 萬 | 0.2% | +26,443 | 新進 | – |
| VZVerizon Communications Inc | Stock | 9,255 | $41.6 萬 | 0.2% | +270+3.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 18,847 | $41.5 萬 | 0.2% | +461+2.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,405 | $32.7 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 5,450 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,673 | $31.2 萬 | 0.1% | −5−0.3% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,134 | $29.2 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 3,952 | $28.6 萬 | 0.1% | +3,952 | 新進 | – |
| SPGSimon Property Group Inc. | REIT | 1,650 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 3,767 | $27.1 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 2,774 | $24.3 萬 | 0.1% | +2,774 | 新進 | – |
| Pacer FDS Tr69374H493 | ETF | 7,600 | $21.2 萬 | 0.1% | −13−0.2% | 減碼 | – |