StoneCrest Wealth Management, Inc.
- SEC CIK
- 0002008409
- 最新申報
- 2026/7/9
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/15 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 54
- 較 2024 年第 1 季 0
- 總值
- $1.31 億
- 較 2024 年第 1 季 +$1,542 萬 (+13.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 ETF46138G649 | ETF | 63,522 | $1,252 萬 | 9.6% | −1,151−1.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 85,065 | $1,051 萬 | 8.0% | +3,595+4.4% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 107,552 | $586.1 萬 | 4.5% | +107,552 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 30,168 | $583.0 萬 | 4.4% | +4,130+15.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,019 | $581.9 萬 | 4.4% | +1,710+15.1% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 22,249 | $580.0 萬 | 4.4% | −7,103−24.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 88,113 | $563.9 萬 | 4.3% | +234+0.3% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 91,103 | $514.0 萬 | 3.9% | −12,935−12.4% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 41,168 | $507.6 萬 | 3.9% | −11,541−21.9% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 86,865 | $482.1 萬 | 3.7% | −15,756−15.4% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 4,925 | $445.9 萬 | 3.4% | +3,342+211.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,338 | $420.4 萬 | 3.2% | +6,511+356.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 21,369 | $389.2 萬 | 3.0% | +2,878+15.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 23,159 | $380.5 萬 | 2.9% | −2,629−10.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 42,933 | $375.5 萬 | 2.9% | +42,933 | 新進 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 87,041 | $351.9 萬 | 2.7% | −4,873−5.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 61,574 | $349.0 萬 | 2.7% | −6,812−10.0% | 減碼 | – |
| Pgim ETF Tr69344A826 | JENNISON BTR FUT | 55,562 | $339.2 萬 | 2.6% | +55,562 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 31,131 | $288.1 萬 | 2.2% | −239−0.8% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,643 | $254.6 萬 | 1.9% | +5,143+342.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,578 | $250.5 萬 | 1.9% | −528−10.3% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 7,257 | $246.0 萬 | 1.9% | −2,147−22.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 24,981 | $201.4 萬 | 1.5% | +24,981 | 新進 | – |
| AAPLApple Inc. | Stock | 9,458 | $199.2 萬 | 1.5% | −9,148−49.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 165,302 | $190.9 萬 | 1.5% | −16,933−9.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,093 | $148.2 萬 | 1.1% | −653−17.4% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 6,461 | $118.5 萬 | 0.9% | −589−8.4% | 減碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 4,284 | $105.7 萬 | 0.8% | −225−5.0% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 19,228 | $97.2 萬 | 0.7% | −884−4.4% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 7,763 | $88.1 萬 | 0.7% | −6,846−46.9% | 減碼 | – |
| ARMArm Holdings PLC | ADR | 4,767 | $78.0 萬 | 0.6% | +1,677+54.3% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 11,563 | $76.4 萬 | 0.6% | −3,772−24.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 10,456 | $76.0 萬 | 0.6% | −4,406−29.6% | 減碼 | 歷史 |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 13,602 | $75.3 萬 | 0.6% | −438−3.1% | 減碼 | – |
| DKNGDraftKings Inc. | Stock | 17,511 | $66.8 萬 | 0.5% | −7,029−28.6% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 4,753 | $61.6 萬 | 0.5% | −3,157−39.9% | 減碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 8,325 | $61.5 萬 | 0.5% | −236−2.8% | 減碼 | – |
| ARGXArgenx SE | SPONSORED ADR | 1,417 | $60.9 萬 | 0.5% | −704−33.2% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,273 | $56.9 萬 | 0.4% | −3,102−21.6% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,118 | $54.2 萬 | 0.4% | +3,118 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,823 | $47.8 萬 | 0.4% | −10−0.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 550 | $46.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RDDTReddit, Inc. | Stock | 6,670 | $42.6 萬 | 0.3% | +6,670 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 753 | $41.8 萬 | 0.3% | −10−1.3% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,053 | $41.7 萬 | 0.3% | −249−10.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 742 | $40.4 萬 | 0.3% | −530−41.7% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,686 | $38.1 萬 | 0.3% | −588−25.9% | 減碼 | – |
| VRDNViridian Therapeutics, Inc. | COM | 27,484 | $35.8 萬 | 0.3% | −191−0.7% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 316 | $33.2 萬 | 0.3% | −5−1.6% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 935 | $28.4 萬 | 0.2% | −9−1.0% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 2,124 | $28.1 萬 | 0.2% | −18−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 720 | $26.9 萬 | 0.2% | −44−5.8% | 減碼 | – |
| Direxion Shs ETF Tr25459Y876 | HEALTHCARE BUL | 2,000 | $23.4 萬 | 0.2% | −116−5.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,000 | $20.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（6 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 90,072 | $313.6 萬 | 2.7% | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 28,653 | $171.6 萬 | 1.5% | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 24,250 | $119.2 萬 | 1.0% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,579 | $41.8 萬 | 0.4% | – |
| SNOWSnowflake Inc. | Stock | 2,082 | $33.6 萬 | 0.3% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,560 | $28.2 萬 | 0.2% | 歷史 |