Solutions 4 Wealth, Ltd
- SEC CIK
- 0002006405
- 最新申報
- 2026/7/29
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/4 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 56
- 較 2025 年第 2 季 +4
- 總值
- $6,444 萬
- 較 2025 年第 2 季 +$444.4 萬 (+7.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VVRInvesco Senior Income Trust | COM | 3,472,143 | $1,201 萬 | 18.6% | +229,265+7.1% | 加碼 | 歷史 |
| WisdomTree Tr97717X560 | EQUITY PREMIUM | 186,902 | $621.8 萬 | 9.6% | +20,519+12.3% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 322,790 | $549.1 萬 | 8.5% | +43,268+15.5% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,386 | $349.1 萬 | 5.4% | −37−0.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 12,079 | $307.6 萬 | 4.8% | −68−0.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 22,413 | $281.1 萬 | 4.4% | +90.0% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 40,484 | $195.1 萬 | 3.0% | −639−1.6% | 減碼 | – |
| NVSNovartis AG | ADR | 13,214 | $169.5 萬 | 2.6% | −10.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 25,440 | $145.3 萬 | 2.3% | +6,410+33.7% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 4,821 | $125.1 萬 | 1.9% | +5+0.1% | 加碼 | – |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 18,023 | $118.2 萬 | 1.8% | −10.0% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 34,739 | $113.9 萬 | 1.8% | −22−0.1% | 減碼 | – |
| iShares Tr46435U135 | CYBERSECURITY | 21,695 | $113.5 萬 | 1.8% | −237−1.1% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,734 | $111.0 萬 | 1.7% | +34+0.3% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 21,378 | $97.8 萬 | 1.5% | 00.0% | 不變 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 23,881 | $92.1 萬 | 1.4% | −27−0.1% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,268 | $91.7 萬 | 1.4% | +13+0.1% | 加碼 | – |
| Global X FDS37954Y459 | RUSSELL 2000 | 58,283 | $87.7 萬 | 1.4% | +1,560+2.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,249 | $83.2 萬 | 1.3% | +114+10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,341 | $76.8 萬 | 1.2% | +601+34.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,129 | $74.5 萬 | 1.2% | +503+7.6% | 加碼 | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 14,896 | $73.6 萬 | 1.1% | +14,896 | 新進 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 9,812 | $72.2 萬 | 1.1% | +7+0.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,376 | $70.7 萬 | 1.1% | +2+0.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 5,763 | $69.4 萬 | 1.1% | +566+10.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 6,091 | $68.7 萬 | 1.1% | −204−3.2% | 減碼 | 歷史 |
| SBSISouthside Bancshares Inc | COM | 24,242 | $68.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 8,657 | $65.8 萬 | 1.0% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,022 | $61.4 萬 | 1.0% | +196+23.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 5,713 | $60.0 萬 | 0.9% | +304+5.6% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 697 | $52.0 萬 | 0.8% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,170 | $52.0 萬 | 0.8% | −646−35.6% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,822 | $47.5 萬 | 0.7% | −220−2.4% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 18,382 | $47.3 萬 | 0.7% | +27+0.1% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 13,047 | $44.2 萬 | 0.7% | +42+0.3% | 加碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 10,265 | $40.3 萬 | 0.6% | +1,491+17.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,841 | $38.4 萬 | 0.6% | 00.0% | 不變 | – |
| Exchange Traded Concepts Tru301505475 | RANG NUCL RE ETF | 5,906 | $38.4 萬 | 0.6% | +5,906 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 696 | $36.0 萬 | 0.6% | −22−3.1% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 3,658 | $34.6 萬 | 0.5% | −2,048−35.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 5,244 | $34.2 萬 | 0.5% | +488+10.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,477 | $32.4 萬 | 0.5% | −40−2.6% | 減碼 | 歷史 |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 6,560 | $31.2 萬 | 0.5% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,631 | $30.2 萬 | 0.5% | −3−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,494 | $27.9 萬 | 0.4% | +220+17.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 3,535 | $27.8 萬 | 0.4% | 00.0% | 不變 | – |
| ALCAlcon Inc | Stock | 3,629 | $27.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 5,227 | $27.0 萬 | 0.4% | +5+0.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 751 | $26.7 萬 | 0.4% | −41−5.2% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 2,786 | $26.3 萬 | 0.4% | +344+14.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 330 | $24.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 862 | $21.0 萬 | 0.3% | +862 | 新進 | 歷史 |
| Global X FDS37954Y269 | NASDQ 100 CVRDGW | 6,916 | $20.3 萬 | 0.3% | +6,916 | 新進 | – |
| QUBTQuantum Computing Inc. | COM | 10,200 | $18.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 14,165 | $11.9 萬 | 0.2% | +14,165 | 新進 | 歷史 |
| GALTGalectin Therapeutics Inc | COM NEW | 25,377 | $10.7 萬 | 0.2% | −10,626−29.5% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（1 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。