Solutions 4 Wealth, Ltd
- SEC CIK
- 0002006405
- 最新申報
- 2026/7/29
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 45
- 較 2024 年第 1 季 +5
- 總值
- $4,410 萬
- 較 2024 年第 1 季 +$849.1 萬 (+23.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VVRInvesco Senior Income Trust | COM | 2,339,970 | $1,009 萬 | 22.9% | +598,661+34.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 13,287 | $279.9 萬 | 6.3% | +269+2.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,056 | $272.7 萬 | 6.2% | −829−6.4% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 58,396 | $240.1 萬 | 5.4% | −1,530−2.6% | 減碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 21,389 | $232.1 萬 | 5.3% | −26−0.1% | 減碼 | – |
| WisdomTree Tr97717X560 | EQUITY PREMIUM | 58,413 | $194.9 萬 | 4.4% | +58,413 | 新進 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 102,862 | $181.8 萬 | 4.1% | +6,359+6.6% | 加碼 | – |
| NVSNovartis AG | ADR | 14,854 | $158.1 萬 | 3.6% | +14,854 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,222 | $138.9 萬 | 3.1% | −10−0.2% | 減碼 | – |
| VBTXVeritex Holdings, Inc. | COM | 56,221 | $118.6 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 18,370 | $101.2 萬 | 2.3% | −25−0.1% | 減碼 | – |
| iShares Tr46435U135 | CYBERSECURITY | 21,888 | $100.6 萬 | 2.3% | −50−0.2% | 減碼 | – |
| Global X FDS37954Y459 | RUSSELL 2000 | 57,724 | $92.5 萬 | 2.1% | +3,035+5.5% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,232 | $85.4 萬 | 1.9% | −23−0.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,714 | $83.4 萬 | 1.9% | +10,182+224.7% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,987 | $81.7 萬 | 1.9% | −418−3.4% | 減碼 | – |
| SBSISouthside Bancshares Inc | COM | 24,242 | $66.9 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,394 | $59.9 萬 | 1.4% | −4−0.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 9,675 | $58.1 萬 | 1.3% | −36−0.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,101 | $56.9 萬 | 1.3% | +99+1.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 5,988 | $56.2 萬 | 1.3% | +2,487+71.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 4,917 | $47.7 萬 | 1.1% | +4,917 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 830 | $45.2 萬 | 1.0% | −60−6.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 4,989 | $42.8 萬 | 1.0% | +2,553+104.8% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,704 | $42.1 萬 | 1.0% | −210−3.0% | 減碼 | – |
| COPConocoPhillips | Stock | 3,670 | $42.0 萬 | 1.0% | +16+0.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,117 | $41.9 萬 | 0.9% | −544−20.4% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 697 | $40.2 萬 | 0.9% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,095 | $40.0 萬 | 0.9% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 882 | $39.4 萬 | 0.9% | +48+5.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,920 | $37.1 萬 | 0.8% | +300+18.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,841 | $33.6 萬 | 0.8% | 00.0% | 不變 | – |
| ALCAlcon Inc | Stock | 3,629 | $32.3 萬 | 0.7% | +3,629 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,171 | $31.3 萬 | 0.7% | +50+4.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 5,674 | $31.2 萬 | 0.7% | +5,674 | 新進 | – |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 3,535 | $29.8 萬 | 0.7% | 00.0% | 不變 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 7,175 | $29.0 萬 | 0.7% | +109+1.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,748 | $25.6 萬 | 0.6% | −66−3.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 7,542 | $24.6 萬 | 0.6% | +7,542 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 628 | $22.9 萬 | 0.5% | +628 | 新進 | – |
| BACBank of America Corp | Stock | 5,585 | $22.2 萬 | 0.5% | +140+2.6% | 加碼 | 歷史 |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 13,429 | $22.1 萬 | 0.5% | +1,323+10.9% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 13,106 | $9.75 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GALTGalectin Therapeutics Inc | COM NEW | 36,085 | $8.16 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QUBTQuantum Computing Inc. | COM | 10,000 | $5,024 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。