Challenger Wealth Management
- SEC CIK
- 0002057602
- 最新申報
- 2026/7/29
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/24 申報。只含多頭部位。
- 持股檔數
- 109
- 2024 年第 3 季沒有申報
- 總值
- $1.16 億
- 2024 年第 3 季沒有申報
Challenger Wealth Management 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 316,150 | $1,115 萬 | 9.6% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 206,358 | $767.0 萬 | 6.6% | – | – | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 178,870 | $625.5 萬 | 5.4% | – | – | – |
| TSLATesla, Inc. | Stock | 14,700 | $593.6 萬 | 5.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 22,498 | $563.4 萬 | 4.9% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 216,998 | $475.0 萬 | 4.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,073 | $466.7 萬 | 4.0% | – | – | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 102,351 | $320.1 萬 | 2.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 14,100 | $309.3 萬 | 2.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 19,570 | $283.4 萬 | 2.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 24,893 | $267.8 萬 | 2.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 14,184 | $237.8 萬 | 2.0% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,542 | $232.9 萬 | 2.0% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 15,952 | $214.2 萬 | 1.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,284 | $213.6 萬 | 1.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,998 | $189.6 萬 | 1.6% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,388 | $164.6 萬 | 1.4% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,199 | $152.2 萬 | 1.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,827 | $148.9 萬 | 1.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,734 | $143.9 萬 | 1.2% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,475 | $142.9 萬 | 1.2% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 9,595 | $126.0 萬 | 1.1% | – | – | – |
| TJXTJX Companies Inc | Stock | 10,225 | $123.5 萬 | 1.1% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 3,205 | $118.4 萬 | 1.0% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 10,787 | $116.2 萬 | 1.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,935 | $94.3 萬 | 0.8% | – | – | 歷史 |
| ACNAccenture plc | Stock | 2,637 | $92.8 萬 | 0.8% | – | – | 歷史 |
| CTASCintas Corp | Stock | 4,841 | $88.4 萬 | 0.8% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,746 | $88.3 萬 | 0.8% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,935 | $87.7 萬 | 0.8% | – | – | 歷史 |
| OKEONEOK Inc | COM | 8,349 | $83.8 萬 | 0.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 8,897 | $80.4 萬 | 0.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,459 | $80.2 萬 | 0.7% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 1,156 | $80.1 萬 | 0.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,742 | $77.5 萬 | 0.7% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,347 | $74.6 萬 | 0.6% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,389 | $71.7 萬 | 0.6% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 6,547 | $71.6 萬 | 0.6% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 6,533 | $71.1 萬 | 0.6% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,533 | $69.8 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 11,005 | $68.5 萬 | 0.6% | – | – | 歷史 |
| METMetlife Inc | Stock | 7,627 | $62.5 萬 | 0.5% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,317 | $61.8 萬 | 0.5% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,931 | $61.0 萬 | 0.5% | – | – | 歷史 |
| CBChubb Ltd | Stock | 1,952 | $53.9 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 872 | $51.3 萬 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 856 | $50.1 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,285 | $50.0 萬 | 0.4% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 716 | $45.5 萬 | 0.4% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 8,374 | $45.3 萬 | 0.4% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 8,415 | $44.0 萬 | 0.4% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 3,115 | $43.7 萬 | 0.4% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 827 | $43.0 萬 | 0.4% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,058 | $42.8 萬 | 0.4% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,000 | $42.4 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,381 | $40.0 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,811 | $39.8 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,873 | $39.5 萬 | 0.3% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 745 | $38.8 萬 | 0.3% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 2,100 | $37.4 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,000 | $36.3 萬 | 0.3% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,252 | $35.5 萬 | 0.3% | – | – | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 1,500 | $35.1 萬 | 0.3% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 16,573 | $33.4 萬 | 0.3% | – | – | 歷史 |
| INGING Groep NV | SPONSORED ADR | 21,000 | $32.9 萬 | 0.3% | – | – | 歷史 |
| TOLToll Brothers, Inc. | COM | 2,594 | $32.7 萬 | 0.3% | – | – | 歷史 |
| IPInternational Paper Co | COM | 6,042 | $32.5 萬 | 0.3% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 7,641 | $32.3 萬 | 0.3% | – | – | 歷史 |
| LINLinde PLC | Stock | 765 | $32.0 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 7,241 | $31.8 萬 | 0.3% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,410 | $31.6 萬 | 0.3% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 6,108 | $30.9 萬 | 0.3% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 4,044 | $30.0 萬 | 0.3% | – | – | 歷史 |
| HUBBHubbell Inc | COM | 700 | $29.3 萬 | 0.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,530 | $29.3 萬 | 0.3% | – | – | 歷史 |
| FLEXFlex Ltd. | Stock | 7,500 | $28.8 萬 | 0.2% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 13,500 | $28.6 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 848 | $28.4 萬 | 0.2% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,000 | $28.1 萬 | 0.2% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 2,000 | $28.0 萬 | 0.2% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 4,000 | $27.3 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,721 | $27.1 萬 | 0.2% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 4,000 | $27.0 萬 | 0.2% | – | – | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 3,700 | $26.9 萬 | 0.2% | – | – | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,200 | $26.8 萬 | 0.2% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 8,370 | $26.2 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,357 | $26.2 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,151 | $26.0 萬 | 0.2% | – | – | 歷史 |
| UNMUnum Group | Stock | 3,528 | $25.8 萬 | 0.2% | – | – | 歷史 |
| CVECenovus Energy Inc. | COM | 17,000 | $25.8 萬 | 0.2% | – | – | 歷史 |
| BURLBurlington Stores, Inc. | COM | 900 | $25.7 萬 | 0.2% | – | – | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,500 | $25.2 萬 | 0.2% | – | – | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 2,500 | $24.9 萬 | 0.2% | – | – | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,300 | $24.8 萬 | 0.2% | – | – | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 4,000 | $24.4 萬 | 0.2% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,000 | $24.1 萬 | 0.2% | – | – | 歷史 |
| AVAAvista Corp | COM | 6,500 | $23.8 萬 | 0.2% | – | – | 歷史 |
| AIZAssurant, Inc. | Stock | 1,100 | $23.5 萬 | 0.2% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,322 | $23.3 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 800 | $23.2 萬 | 0.2% | – | – | 歷史 |