Solutions 4 Wealth, Ltd
- SEC CIK
- 0002006405
- 最新申報
- 2026/7/29
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 52
- 較 2025 年第 1 季 0
- 總值
- $6,000 萬
- 較 2025 年第 1 季 +$332.1 萬 (+5.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VVRInvesco Senior Income Trust | COM | 3,242,878 | $1,232 萬 | 20.5% | −175,576−5.1% | 減碼 | 歷史 |
| WisdomTree Tr97717X560 | EQUITY PREMIUM | 166,383 | $533.1 萬 | 8.9% | +11,469+7.4% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 279,522 | $467.4 萬 | 7.8% | +9,844+3.7% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,423 | $314.6 萬 | 5.2% | +513+4.3% | 加碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 22,404 | $257.3 萬 | 4.3% | +1,052+4.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,147 | $249.2 萬 | 4.2% | −20.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 41,123 | $197.4 萬 | 3.3% | −645−1.5% | 減碼 | – |
| VBTXVeritex Holdings, Inc. | COM | 66,005 | $172.3 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 13,215 | $159.9 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 4,816 | $119.6 萬 | 2.0% | −104−2.1% | 減碼 | – |
| iShares Tr46435U135 | CYBERSECURITY | 21,932 | $116.7 萬 | 1.9% | +10.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 19,030 | $108.2 萬 | 1.8% | +3,589+23.2% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 34,761 | $108.1 萬 | 1.8% | 00.0% | 不變 | – |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 18,024 | $107.7 萬 | 1.8% | +550+3.1% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,700 | $103.7 萬 | 1.7% | +544+4.5% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,255 | $95.6 萬 | 1.6% | +12+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 21,378 | $90.6 萬 | 1.5% | 00.0% | 不變 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 23,908 | $85.7 萬 | 1.4% | −33−0.1% | 減碼 | – |
| Global X FDS37954Y459 | RUSSELL 2000 | 56,723 | $84.6 萬 | 1.4% | −8,267−12.7% | 減碼 | – |
| SBSISouthside Bancshares Inc | COM | 24,242 | $71.3 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,135 | $70.1 萬 | 1.2% | +546+92.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,295 | $67.9 萬 | 1.1% | −205−3.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 9,805 | $66.7 萬 | 1.1% | +7+0.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,374 | $65.8 萬 | 1.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 8,657 | $65.4 萬 | 1.1% | +720+9.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,626 | $63.2 萬 | 1.1% | −58−0.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,816 | $57.7 萬 | 1.0% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 5,197 | $56.8 萬 | 0.9% | +70+1.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 5,409 | $53.1 萬 | 0.9% | +72+1.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,740 | $52.9 萬 | 0.9% | +549+46.1% | 加碼 | – |
| COPConocoPhillips | Stock | 5,706 | $51.2 萬 | 0.9% | +19+0.3% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 9,042 | $47.4 萬 | 0.8% | +23+0.3% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 697 | $46.2 萬 | 0.8% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 826 | $45.6 萬 | 0.8% | +394+91.2% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 18,355 | $43.7 萬 | 0.7% | −1,831−9.1% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 13,005 | $43.7 萬 | 0.7% | +5,356+70.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,841 | $35.9 萬 | 0.6% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 718 | $35.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 8,774 | $34.2 萬 | 0.6% | +258+3.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,517 | $33.3 萬 | 0.6% | −133−8.1% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 3,629 | $32.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 6,560 | $30.8 萬 | 0.5% | +6,560 | 新進 | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 4,756 | $29.6 萬 | 0.5% | +127+2.7% | 加碼 | – |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 3,535 | $28.7 萬 | 0.5% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,634 | $25.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 5,222 | $24.7 萬 | 0.4% | +6+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 330 | $24.4 萬 | 0.4% | +330 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 792 | $24.1 萬 | 0.4% | −48−5.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 2,442 | $21.7 萬 | 0.4% | −1,701−41.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,274 | $20.1 萬 | 0.3% | +1,274 | 新進 | 歷史 |
| QUBTQuantum Computing Inc. | COM | 10,200 | $19.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GALTGalectin Therapeutics Inc | COM NEW | 36,003 | $7.60 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。