Socha Financial Group, LLC
- SEC CIK
- 0001967966
- 最新申報
- 2026/8/5
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/29 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 24
- 較 2025 年第 1 季 +3
- 總值
- $2.25 億
- 較 2025 年第 1 季 +$1,998 萬 (+9.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 103,166 | $6,374 萬 | 28.4% | +103,166 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 102,631 | $5,662 萬 | 25.2% | +4,689+4.8% | 加碼 | – |
| Fidelity Covington Trust316092360 | FUN LAR COR ETF | 944,316 | $4,614 萬 | 20.5% | −232,203−19.7% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 931,488 | $2,220 萬 | 9.9% | −2,271,625−70.9% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 63,171 | $1,600 萬 | 7.1% | −13,814−17.9% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 20,488 | $603.9 萬 | 2.7% | +20+0.1% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 59,847 | $314.7 萬 | 1.4% | −200.0% | 減碼 | 歷史 |
| Doubleline ETF Trust25861R204 | SHILLER CAPE U S | 96,935 | $308.4 萬 | 1.4% | −16,412−14.5% | 減碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 16,392 | $257.9 萬 | 1.1% | −2,232−12.0% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 13,320 | $72.5 萬 | 0.3% | −32,978−71.2% | 減碼 | – |
| TAT&T Inc. | Stock | 19,284 | $55.8 萬 | 0.2% | +91+0.5% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,659 | $53.2 萬 | 0.2% | −11,251−53.8% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 8,926 | $38.6 萬 | 0.2% | −489−5.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,513 | $31.9 萬 | 0.1% | +743+19.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,448 | $31.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 3,764 | $31.2 萬 | 0.1% | +3,764 | 新進 | – |
| CBUCommunity Financial System, Inc. | COM | 5,450 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 1,349 | $27.7 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 8,020 | $23.4 萬 | 0.1% | −9,208−53.4% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 9,302 | $22.7 萬 | 0.1% | +9,302 | 新進 | – |
| NVDANVIDIA Corp | Stock | 1,391 | $22.0 萬 | 0.1% | +1,391 | 新進 | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 2,325 | $21.8 萬 | 0.1% | +2,325 | 新進 | – |
| Roundhill Daily 2X Long Magnificent Seven ETF77926X700 | DAILY 2X LONG MA ADDED | 5,020 | $21.5 萬 | 0.1% | −17,285−77.5% | 減碼 | – |
| SPGSimon Property Group Inc. | REIT | 1,250 | $20.1 萬 | 0.1% | −500−28.6% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。