Redstone Wealth Management, LLC
- SEC CIK
- 0002049950
- 最新申報
- 2026/7/15
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/15 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 31
- 較 2026 年第 1 季 −12
- 總值
- $1.53 億
- 較 2026 年第 1 季 +$2,773 萬 (+22.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Semiconductor ETF464287523 | ETF | 41,353 | $2,650 萬 | 17.3% | −12,902−23.8% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 193,882 | $2,317 萬 | 15.1% | −28,902−13.0% | 減碼依 8 比 1 拆股換算 | – |
| Invesco Exch Traded FD Tr II46138E586 | KBW PPTY CASUT | 115,351 | $1,462 萬 | 9.5% | +24,305+26.7% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 115,749 | $1,358 萬 | 8.9% | +24,966+27.5% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 89,380 | $1,191 萬 | 7.8% | +2,521+2.9% | 加碼 | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 166,702 | $1,158 萬 | 7.6% | +40,680+32.3% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 233,348 | $1,153 萬 | 7.5% | +92,347+65.5% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 30,477 | $687.2 萬 | 4.5% | +8,162+36.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E875 | DORSEY WRGT DVLP | 84,712 | $473.5 萬 | 3.1% | +20,136+31.2% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 87,353 | $471.9 萬 | 3.1% | +23,566+36.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 23,576 | $471.8 萬 | 3.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 55,141 | $447.4 萬 | 2.9% | +18,385+50.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,118 | $420.2 萬 | 2.7% | +23+0.4% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,509 | $261.9 萬 | 1.7% | −10.0% | 減碼 | 歷史 |
| Pgim ETF Tr69344A834 | AAA CLO ETF | 27,496 | $141.0 萬 | 0.9% | −1,645−5.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 2,144 | $81.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 7,514 | $70.6 萬 | 0.5% | −1,136−13.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 2,134 | $61.8 萬 | 0.4% | −5−0.2% | 減碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,873 | $54.4 萬 | 0.4% | −4,237−69.3% | 減碼 | – |
| DKSDick's Sporting Goods, Inc. | Stock | 2,300 | $52.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 13,693 | $45.6 萬 | 0.3% | +3,750+37.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 554 | $41.4 萬 | 0.3% | −45−7.5% | 減碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,562 | $41.3 萬 | 0.3% | −582−27.1% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,283 | $32.4 萬 | 0.2% | −4,974−79.5% | 減碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 1,642 | $31.8 萬 | 0.2% | −348−17.5% | 減碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 1,513 | $28.0 萬 | 0.2% | −11,381−88.3% | 減碼 | – |
| VVisa Inc. | Stock | 809 | $27.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,090 | $24.5 萬 | 0.2% | −2,191−51.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V373 | S&P500 EQL STP | 7,815 | $23.4 萬 | 0.2% | −13,555−63.4% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 604 | $22.3 萬 | 0.1% | +57+10.4% | 加碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 1,500 | $20.7 萬 | 0.1% | +1,500 | 新進 | 歷史 |
2026 年第 1 季之後清倉（13 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 10,894 | $112.4 萬 | 0.9% | – |
| XOMExxonMobil Holdings Corp | COM | 6,403 | $108.6 萬 | 0.9% | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 11,533 | $94.5 萬 | 0.8% | – |
| iShares Tr464287580 | US CONSUM DISCRE | 7,555 | $73.2 萬 | 0.6% | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 11,152 | $62.7 萬 | 0.5% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,368 | $54.5 萬 | 0.4% | – |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 6,890 | $40.0 萬 | 0.3% | – |
| iShares Tr464287556 | ISHARES BIOTECH | 1,478 | $25.0 萬 | 0.2% | – |
| iShares Tr464287788 | U.S. FINLS ETF | 2,041 | $24.0 萬 | 0.2% | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 1,437 | $22.8 萬 | 0.2% | – |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 5,103 | $22.8 萬 | 0.2% | – |
| iShares Tr464287192 | US TRSPRTION | 2,686 | $20.0 萬 | 0.2% | – |
| CRGYCrescent Energy Co | CL A COM | 12,145 | $16.4 萬 | 0.1% | 歷史 |