Solutions 4 Wealth, Ltd
- SEC CIK
- 0002006405
- 最新申報
- 2026/7/29
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/2 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 40
- 較 2023 年第 4 季 +4
- 總值
- $3,561 萬
- 較 2023 年第 4 季 +$498.2 萬 (+16.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VVRInvesco Senior Income Trust | COM | 1,741,309 | $745.3 萬 | 20.9% | +577,292+49.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,885 | $268.3 萬 | 7.5% | −78−0.6% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 59,926 | $252.4 萬 | 7.1% | +34+0.1% | 加碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 21,415 | $242.8 萬 | 6.8% | +26+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 13,018 | $223.2 萬 | 6.3% | −761−5.5% | 減碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 96,503 | $172.8 萬 | 4.9% | +9,052+10.4% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 5,232 | $141.5 萬 | 4.0% | +7+0.1% | 加碼 | – |
| VBTXVeritex Holdings, Inc. | COM | 56,221 | $115.2 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 18,395 | $107.9 萬 | 3.0% | +60.0% | 加碼 | – |
| iShares Tr46435U135 | CYBERSECURITY | 21,938 | $102.8 萬 | 2.9% | 00.0% | 不變 | – |
| Global X FDS37954Y459 | RUSSELL 2000 | 54,689 | $92.5 萬 | 2.6% | +11,673+27.1% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,255 | $89.4 萬 | 2.5% | +70.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,405 | $81.4 萬 | 2.3% | +87+0.7% | 加碼 | – |
| SBSISouthside Bancshares Inc | COM | 24,242 | $70.9 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,398 | $62.5 萬 | 1.8% | +10.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 9,711 | $58.6 萬 | 1.6% | +40.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,002 | $51.2 萬 | 1.4% | +798+12.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,661 | $46.8 萬 | 1.3% | +656+32.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 890 | $46.6 萬 | 1.3% | −110−11.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 3,654 | $46.5 萬 | 1.3% | −30−0.8% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,914 | $42.2 萬 | 1.2% | +6+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,095 | $40.0 萬 | 1.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 697 | $36.5 萬 | 1.0% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,841 | $35.3 萬 | 1.0% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 834 | $35.1 萬 | 1.0% | +77+10.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 13,540 | $34.7 萬 | 1.0% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,685 | $31.2 萬 | 0.9% | +18+0.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 3,535 | $31.1 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,501 | $30.3 萬 | 0.9% | +3,501 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 1,620 | $29.2 萬 | 0.8% | +27+1.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,121 | $29.1 萬 | 0.8% | +8+0.7% | 加碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 7,066 | $28.8 萬 | 0.8% | +210+3.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,814 | $28.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,532 | $26.2 萬 | 0.7% | +82+1.8% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 2,436 | $21.2 萬 | 0.6% | +2,436 | 新進 | – |
| BACBank of America Corp | Stock | 5,445 | $20.6 萬 | 0.6% | +5,445 | 新進 | 歷史 |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 12,106 | $20.6 萬 | 0.6% | +12,106 | 新進 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 13,106 | $11.4 萬 | 0.3% | +13,106 | 新進 | 歷史 |
| GALTGalectin Therapeutics Inc | COM NEW | 36,085 | $8.62 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QUBTQuantum Computing Inc. | COM | 10,000 | $9,901 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（1 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。