Solutions 4 Wealth, Ltd
- SEC CIK
- 0002006405
- 最新申報
- 2026/7/29
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/29 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 58
- 較 2026 年第 1 季 +3
- 總值
- $7,747 萬
- 較 2026 年第 1 季 +$1,099 萬 (+16.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VVRInvesco Senior Income Trust | COM | 2,707,077 | $812.1 萬 | 10.5% | −115,252−4.1% | 減碼 | 歷史 |
| WisdomTree Tr97717X560 | EQUITY PREMIUM | 240,518 | $788.7 萬 | 10.2% | +43,526+22.1% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 344,995 | $635.8 萬 | 8.2% | +10,136+3.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 24,333 | $463.6 萬 | 6.0% | +18+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,878 | $343.7 萬 | 4.4% | +27+0.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 59,336 | $335.1 萬 | 4.3% | +11,233+23.4% | 加碼 | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 48,494 | $318.2 萬 | 4.1% | −239−0.5% | 減碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 21,656 | $316.9 萬 | 4.1% | −591−2.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 22,223 | $250.9 萬 | 3.2% | +2,814+14.5% | 加碼 | – |
| Schwab Strategic Tr808524631 | HIGH YIELD BD ET | 80,816 | $211.6 萬 | 2.7% | +44,710+123.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 15,390 | $196.7 萬 | 2.5% | +2,357+18.1% | 加碼 | – |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 21,030 | $180.1 萬 | 2.3% | +20.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 23,299 | $176.5 萬 | 2.3% | +4,309+22.7% | 加碼 | – |
| NVSNovartis AG | ADR | 10,026 | $157.1 萬 | 2.0% | −704−6.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 13,125 | $156.4 萬 | 2.0% | +1,982+17.8% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 17,197 | $154.5 萬 | 2.0% | −324−1.8% | 減碼 | – |
| iShares Tr46435U135 | CYBERSECURITY | 21,712 | $131.8 萬 | 1.7% | +30.0% | 加碼 | – |
| Exchange Traded Concepts Tru301505475 | RANG NUCL RE ETF | 18,710 | $127.5 萬 | 1.6% | −1,063−5.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V456 | S&P MDCP VLU MNT | 17,419 | $123.5 萬 | 1.6% | +3,260+23.0% | 加碼 | – |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 38,810 | $117.9 萬 | 1.5% | −776−2.0% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 22,292 | $106.4 萬 | 1.4% | −6,806−23.4% | 減碼 | – |
| Global X FDS37954Y459 | RUSSELL 2000 | 63,461 | $101.5 萬 | 1.3% | +1,801+2.9% | 加碼 | – |
| SBSISouthside Bancshares Inc | COM | 24,242 | $85.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 4,443 | $85.2 萬 | 1.1% | −113−2.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,287 | $84.6 萬 | 1.1% | +13+0.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,278 | $83.3 萬 | 1.1% | +10.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,915 | $82.3 萬 | 1.1% | −203−2.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 7,610 | $71.3 萬 | 0.9% | −36−0.5% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 15,366 | $69.7 萬 | 0.9% | −2,856−15.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 5,576 | $66.6 萬 | 0.9% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 817 | $61.0 萬 | 0.8% | −318−28.0% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 20,894 | $60.5 萬 | 0.8% | +2,119+11.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,935 | $53.8 萬 | 0.7% | +10.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 686 | $50.5 萬 | 0.7% | −200−22.6% | 減碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,859 | $46.7 萬 | 0.6% | −131−4.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,841 | $44.7 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 3,144 | $43.2 萬 | 0.6% | 00.0% | 不變 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 10,454 | $42.6 萬 | 0.6% | +240+2.3% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,824 | $42.4 萬 | 0.5% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,641 | $41.7 萬 | 0.5% | +10+0.6% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 3,660 | $38.0 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 48,244 | $34.8 萬 | 0.4% | +20,000+70.8% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 515 | $33.7 萬 | 0.4% | +515 | 新進 | – |
| TSLATesla, Inc. | Stock | 754 | $31.7 萬 | 0.4% | −28−3.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 839 | $30.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 5,244 | $29.9 萬 | 0.4% | +5+0.1% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 607 | $29.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,542 | $29.7 萬 | 0.4% | −1,486−21.1% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 850 | $25.4 萬 | 0.3% | −12−1.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,056 | $25.2 萬 | 0.3% | +1,056 | 新進 | 歷史 |
| ALCAlcon Inc | Stock | 3,629 | $24.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,171 | $23.4 萬 | 0.3% | +1,171 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 597 | $22.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 4,758 | $21.1 萬 | 0.3% | +4,758 | 新進 | – |
| GALTGalectin Therapeutics Inc | COM NEW | 25,027 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QUBTQuantum Computing Inc. | COM | 11,200 | $10.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EONREON Resources Inc. | COM CL A | 49,504 | $2.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GETYGetty Images Holdings, Inc. | CL A COM | 16,273 | $1.40 萬 | <0.1% | +16,273 | 新進 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。