Avid Wealth Partners LLC
- SEC CIK
- 0001992344
- 最新申報
- 2026/8/3
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/23 申報。只含多頭部位。
- 持股檔數
- 30
- 2023 年第 3 季沒有申報
- 總值
- $1.01 億
- 2023 年第 3 季沒有申報
Avid Wealth Partners LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287721 | U.S. TECH ETF | 140,380 | $1,723 萬 | 17.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 161,981 | $1,140 萬 | 11.3% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 163,078 | $903.6 萬 | 9.0% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 40,065 | $895.0 萬 | 8.9% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 44,308 | $889.3 萬 | 8.8% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 85,214 | $755.9 萬 | 7.5% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 163,761 | $669.9 萬 | 6.6% | – | – | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 222,340 | $615.7 萬 | 6.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 53,406 | $528.1 萬 | 5.2% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 70,894 | $356.6 萬 | 3.5% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 32,131 | $320.6 萬 | 3.2% | – | – | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 27,447 | $241.5 萬 | 2.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 22,219 | $240.9 萬 | 2.4% | – | – | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 33,270 | $157.2 萬 | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,339 | $88.0 萬 | 0.9% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 14,678 | $85.8 萬 | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 3,891 | $74.9 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,263 | $49.6 萬 | 0.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 939 | $46.5 萬 | 0.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 937 | $44.5 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,682 | $37.5 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,009 | $35.7 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,462 | $34.7 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 509 | $24.3 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 898 | $23.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,021 | $22.6 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 457 | $22.3 萬 | 0.2% | – | – | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,221 | $21.2 萬 | 0.2% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 681 | $20.1 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 2,137 | $20.0 萬 | 0.2% | – | – | 歷史 |