Solutions 4 Wealth, Ltd
- SEC CIK
- 0002006405
- 最新申報
- 2026/7/29
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/9 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 52
- 較 2024 年第 4 季 +1
- 總值
- $5,668 萬
- 較 2024 年第 4 季 +$143.6 萬 (+2.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VVRInvesco Senior Income Trust | COM | 3,418,454 | $1,282 萬 | 22.6% | +281,784+9.0% | 加碼 | 歷史 |
| WisdomTree Tr97717X560 | EQUITY PREMIUM | 154,914 | $482.4 萬 | 8.5% | +35,739+30.0% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 269,678 | $448.5 萬 | 7.9% | +65,444+32.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,149 | $269.9 萬 | 4.8% | −199−1.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,910 | $245.9 萬 | 4.3% | −173−1.4% | 減碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 21,352 | $232.7 萬 | 4.1% | −76−0.4% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 41,768 | $198.5 萬 | 3.5% | −4,318−9.4% | 減碼 | – |
| VBTXVeritex Holdings, Inc. | COM | 66,005 | $164.8 萬 | 2.9% | +24,335+58.4% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 13,215 | $147.3 萬 | 2.6% | −602−4.4% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 4,920 | $130.2 萬 | 2.3% | +8+0.2% | 加碼 | – |
| iShares Tr46435U135 | CYBERSECURITY | 21,931 | $103.0 萬 | 1.8% | 00.0% | 不變 | – |
| Global X FDS37954Y459 | RUSSELL 2000 | 64,990 | $98.1 萬 | 1.7% | +2,449+3.9% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 34,761 | $96.5 萬 | 1.7% | −750−2.1% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,156 | $95.8 萬 | 1.7% | +73+0.6% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,243 | $91.7 萬 | 1.6% | +70.0% | 加碼 | – |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 17,474 | $90.0 萬 | 1.6% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 15,441 | $88.2 萬 | 1.6% | +183+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 21,378 | $82.2 萬 | 1.4% | 00.0% | 不變 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 23,941 | $79.0 萬 | 1.4% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 6,500 | $77.3 萬 | 1.4% | +3,733+134.9% | 加碼 | 歷史 |
| SBSISouthside Bancshares Inc | COM | 24,242 | $70.2 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 9,798 | $61.5 萬 | 1.1% | +13+0.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,374 | $59.8 萬 | 1.1% | +2+0.1% | 加碼 | – |
| COPConocoPhillips | Stock | 5,687 | $59.7 萬 | 1.1% | +17+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,684 | $53.7 萬 | 0.9% | −227−3.3% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,937 | $50.0 萬 | 0.9% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 5,337 | $48.8 萬 | 0.9% | +100+1.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 5,127 | $47.6 萬 | 0.8% | +21+0.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,815 | $47.0 萬 | 0.8% | +36+2.0% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 9,019 | $44.9 萬 | 0.8% | +35+0.4% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 20,186 | $43.5 萬 | 0.8% | +17+0.1% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 8,075 | $40.9 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 697 | $37.8 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 978 | $35.3 萬 | 0.6% | +64+7.0% | 加碼 | – |
| ALCAlcon Inc | Stock | 3,629 | $34.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 4,143 | $34.4 萬 | 0.6% | +89+2.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,841 | $34.3 萬 | 0.6% | 00.0% | 不變 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 8,516 | $33.6 萬 | 0.6% | +391+4.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 589 | $33.0 萬 | 0.6% | −39−6.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,191 | $32.7 萬 | 0.6% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,650 | $31.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 3,535 | $29.1 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 4,629 | $27.5 萬 | 0.5% | +167+3.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,634 | $27.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 718 | $26.9 萬 | 0.5% | −102−12.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 7,649 | $25.4 萬 | 0.4% | +28+0.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 840 | $24.2 萬 | 0.4% | +840 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 5,216 | $21.8 萬 | 0.4% | +6+0.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 432 | $20.3 萬 | 0.4% | +2+0.5% | 加碼 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 13,037 | $14.0 萬 | 0.2% | −10−0.1% | 減碼 | 歷史 |
| QUBTQuantum Computing Inc. | COM | 10,200 | $8.16 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GALTGalectin Therapeutics Inc | COM NEW | 36,003 | $4.39 萬 | 0.1% | 00.0% | 不變 | 歷史 |