Challenger Wealth Management
- SEC CIK
- 0002057602
- 最新申報
- 2026/7/29
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 109
- 較 2025 年第 1 季 0
- 總值
- $1.44 億
- 較 2025 年第 1 季 +$1,799 萬 (+14.3%)
| 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 | 482,775 | $1,906 萬 | 13.2% | +29,935+6.6% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 433,728 | $1,763 萬 | 12.2% | +43,605+11.2% | 加碼 | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 272,601 | $1,007 萬 | 7.0% | +19,741+7.8% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 249,678 | $548.3 萬 | 3.8% | +11,739+4.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,405 | $480.2 萬 | 3.3% | +1,034+4.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,379 | $466.5 萬 | 3.2% | −202−2.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 14,031 | $445.7 萬 | 3.1% | +96+0.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,546 | $406.9 萬 | 2.8% | +4,459+31.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,245 | $383.0 萬 | 2.7% | +7,683+46.4% | 加碼 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 109,258 | $365.4 萬 | 2.5% | −7,068−6.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 31,503 | $339.6 萬 | 2.4% | +2,837+9.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 21,485 | $307.6 萬 | 2.1% | +894+4.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,730 | $270.2 萬 | 1.9% | +194+7.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,569 | $233.2 萬 | 1.6% | +379+6.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,270 | $228.0 萬 | 1.6% | +4,766+136.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,458 | $219.6 萬 | 1.5% | +869+7.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,748 | $219.0 萬 | 1.5% | −67−0.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,896 | $181.8 萬 | 1.3% | +673+12.9% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,984 | $166.4 萬 | 1.2% | +518+8.0% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 3,673 | $160.7 萬 | 1.1% | +480+15.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,723 | $153.0 萬 | 1.1% | −9−0.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,998 | $146.6 萬 | 1.0% | +51+1.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,129 | $144.9 萬 | 1.0% | +8+0.3% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 9,884 | $131.3 萬 | 0.9% | −355−3.5% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,732 | $129.8 萬 | 0.9% | +1,470+34.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,454 | $129.1 萬 | 0.9% | −9−0.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 10,353 | $127.8 萬 | 0.9% | +126+1.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 9,887 | $116.7 萬 | 0.8% | +44+0.4% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 4,997 | $111.4 萬 | 0.8% | +149+3.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,889 | $91.8 萬 | 0.6% | −20−1.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,219 | $90.0 萬 | 0.6% | +26+2.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,684 | $84.9 萬 | 0.6% | −208−2.3% | 減碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 6,604 | $83.8 萬 | 0.6% | +37+0.6% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,080 | $79.7 萬 | 0.6% | +5+0.2% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 4,642 | $77.1 萬 | 0.5% | −286−5.8% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,432 | $71.6 萬 | 0.5% | +67+4.9% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 8,247 | $67.3 萬 | 0.5% | +58+0.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,493 | $67.2 萬 | 0.5% | −10−0.1% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,756 | $66.4 萬 | 0.5% | −41−2.3% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 813 | $65.2 萬 | 0.5% | −343−29.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,607 | $62.4 萬 | 0.4% | +7+0.4% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 7,220 | $58.1 萬 | 0.4% | −443−5.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,477 | $57.1 萬 | 0.4% | −241−14.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,915 | $55.5 萬 | 0.4% | +102+5.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,813 | $53.5 萬 | 0.4% | +6+0.3% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 8,264 | $51.9 萬 | 0.4% | −125−1.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,000 | $50.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 787 | $48.9 萬 | 0.3% | −88−10.1% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 683 | $47.7 萬 | 0.3% | −3−0.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,487 | $46.4 萬 | 0.3% | −62−4.0% | 減碼 | 歷史 |
| INGING Groep NV | SPONSORED ADR | 21,000 | $45.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 3,142 | $45.7 萬 | 0.3% | +14+0.4% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,318 | $45.4 萬 | 0.3% | +18+0.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,733 | $45.3 萬 | 0.3% | +18+0.2% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,763 | $43.5 萬 | 0.3% | +13+0.7% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 13,696 | $43.0 萬 | 0.3% | −554−3.9% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,000 | $42.6 萬 | 0.3% | −10−0.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 2,785 | $40.7 萬 | 0.3% | +52+1.9% | 加碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 15,573 | $39.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 1,527 | $39.3 萬 | 0.3% | +1,527 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,204 | $38.9 萬 | 0.3% | +4+0.3% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 7,500 | $37.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,152 | $36.9 萬 | 0.3% | −101−8.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,248 | $36.5 萬 | 0.3% | −145−10.4% | 減碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 13,500 | $35.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 605 | $34.3 萬 | 0.2% | −26−4.1% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 4,634 | $33.9 萬 | 0.2% | +34+0.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,200 | $33.8 萬 | 0.2% | +400+50.0% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,617 | $32.3 萬 | 0.2% | +17+0.7% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 3,700 | $31.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,210 | $31.2 萬 | 0.2% | −240−3.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 226 | $30.3 萬 | 0.2% | +6+2.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 735 | $29.8 萬 | 0.2% | +22+3.1% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,109 | $29.6 萬 | 0.2% | +9+0.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 983 | $29.4 萬 | 0.2% | −1,560−61.3% | 減碼 | 歷史 |
| XPOXPO, Inc. | COM | 2,326 | $29.4 萬 | 0.2% | +6+0.3% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 5,919 | $29.1 萬 | 0.2% | +19+0.3% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 5,003 | $28.1 萬 | 0.2% | −672−11.8% | 減碼 | 歷史 |
| UNMUnum Group | Stock | 3,475 | $28.1 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 4,020 | $27.8 萬 | 0.2% | +4,020 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,153 | $27.8 萬 | 0.2% | −21−1.0% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 5,867 | $27.5 萬 | 0.2% | −20.0% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,327 | $26.8 萬 | 0.2% | +2,327 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 1,152 | $26.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 350 | $26.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 8,415 | $26.1 萬 | 0.2% | +23+0.3% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 821 | $25.7 萬 | 0.2% | +821 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,354 | $24.8 萬 | 0.2% | +1,354 | 新進 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 604 | $24.7 萬 | 0.2% | +4+0.7% | 加碼 | 歷史 |
| AVAAvista Corp | COM | 6,500 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,979 | $23.9 萬 | 0.2% | +24+0.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,335 | $23.7 萬 | 0.2% | +51+4.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 8,030 | $23.2 萬 | 0.2% | −223−2.7% | 減碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 17,081 | $23.2 萬 | 0.2% | +81+0.5% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 1,490 | $22.9 萬 | 0.2% | +7+0.5% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,000 | $22.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 5,230 | $22.7 萬 | 0.2% | +5,230 | 新進 | 歷史 |
| TRPTC Energy Corp | COM | 4,600 | $22.4 萬 | 0.2% | +4,600 | 新進 | 歷史 |
| TFIITFI International Inc. | COM | 2,500 | $22.4 萬 | 0.2% | +2,500 | 新進 | 歷史 |
| LINLinde PLC | Stock | 467 | $21.9 萬 | 0.2% | −247−34.6% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（11 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 2,671 | $40.0 萬 | 0.3% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,895 | $36.0 萬 | 0.3% | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,000 | $29.1 萬 | 0.2% | 歷史 |
| FITBFifth Third Bancorp | COM | 7,234 | $28.4 萬 | 0.2% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 1,500 | $25.3 萬 | 0.2% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,750 | $24.5 萬 | 0.2% | 歷史 |
| SAIASaia Inc | COM | 700 | $24.5 萬 | 0.2% | 歷史 |
| FISVFiserv Inc | Stock | 1,000 | $22.1 萬 | 0.2% | 歷史 |
| BKRBaker Hughes Co | CL A | 5,000 | $22.0 萬 | 0.2% | 歷史 |
| ETREntergy Corp | COM | 2,365 | $20.2 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 752 | $20.2 萬 | 0.2% | 歷史 |