Solutions 4 Wealth, Ltd
- SEC CIK
- 0002006405
- 最新申報
- 2026/7/29
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/6 申報。只含多頭部位。
- 持股檔數
- 36
- 2023 年第 3 季沒有申報
- 總值
- $3,063 萬
- 2023 年第 3 季沒有申報
Solutions 4 Wealth, Ltd 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 |
|---|---|---|---|---|---|---|---|
| VVRInvesco Senior Income Trust | COM | 1,164,017 | $477.2 萬 | 15.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 13,779 | $265.3 萬 | 8.7% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,963 | $249.5 萬 | 8.1% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 59,892 | $225.2 萬 | 7.4% | – | – | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 21,389 | $223.4 萬 | 7.3% | – | – | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 87,451 | $151.6 萬 | 5.0% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 5,225 | $131.0 萬 | 4.3% | – | – | – |
| VBTXVeritex Holdings, Inc. | COM | 56,221 | $130.8 萬 | 4.3% | – | – | 歷史 |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 18,389 | $105.4 萬 | 3.4% | – | – | – |
| iShares Tr46435U135 | CYBERSECURITY | 21,938 | $99.7 萬 | 3.3% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,248 | $82.3 萬 | 2.7% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,318 | $78.0 萬 | 2.5% | – | – | – |
| SBSISouthside Bancshares Inc | COM | 24,242 | $75.9 萬 | 2.5% | – | – | 歷史 |
| Global X FDS37954Y459 | RUSSELL 2000 | 43,016 | $72.0 萬 | 2.4% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,397 | $58.0 萬 | 1.9% | – | – | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 9,707 | $55.0 萬 | 1.8% | – | – | – |
| TSLATesla, Inc. | Stock | 2,005 | $49.8 萬 | 1.6% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,000 | $47.5 萬 | 1.6% | – | – | 歷史 |
| COPConocoPhillips | Stock | 3,684 | $42.8 萬 | 1.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,204 | $40.4 萬 | 1.3% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,908 | $38.5 萬 | 1.3% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,095 | $38.2 萬 | 1.2% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 13,540 | $34.6 萬 | 1.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 697 | $33.7 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,841 | $33.1 萬 | 1.1% | – | – | – |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 3,535 | $29.8 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 757 | $28.5 萬 | 0.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,814 | $28.4 萬 | 0.9% | – | – | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 6,856 | $27.0 萬 | 0.9% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,667 | $26.7 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,113 | $26.4 萬 | 0.9% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,450 | $24.5 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,593 | $24.2 萬 | 0.8% | – | – | 歷史 |
| GALTGalectin Therapeutics Inc | COM NEW | 36,085 | $5.99 萬 | 0.2% | – | – | 歷史 |
| OTLKOutlook Therapeutics, Inc. | COM NEW | 32,798 | $1.29 萬 | <0.1% | – | – | 歷史 |
| QUBTQuantum Computing Inc. | COM | 10,000 | $9,131 | <0.1% | – | – | 歷史 |