Turn8 Private Wealth Inc.
- SEC CIK
- 0002070026
- 最新申報
- 2026/8/3
2024 年第 4 季持倉
持倉截至 2024/12/31,2025/5/28 申報。只含多頭部位。
- 持股檔數
- 45
- 2024 年第 3 季沒有申報
- 總值
- $1.40 億
- 2024 年第 3 季沒有申報
Turn8 Private Wealth Inc. 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 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 150,014 | $855.1 萬 | 6.1% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 51,130 | $673.7 萬 | 4.8% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 75,955 | $650.6 萬 | 4.6% | – | – | – |
| RYRoyal Bank of Canada | Stock | 27,408 | $467.7 萬 | 3.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 33,532 | $450.3 萬 | 3.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,660 | $449.3 萬 | 3.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,854 | $435.6 萬 | 3.1% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 40,620 | $434.0 萬 | 3.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 21,288 | $403.1 萬 | 2.9% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 24,393 | $402.9 萬 | 2.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 15,234 | $381.5 萬 | 2.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 41,788 | $377.6 萬 | 2.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 11,872 | $375.2 萬 | 2.7% | – | – | 歷史 |
| GIBCgi Inc | CL A | 23,798 | $368.1 萬 | 2.6% | – | – | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 83,338 | $364.6 萬 | 2.6% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,000 | $355.5 萬 | 2.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,690 | $352.1 萬 | 2.5% | – | – | 歷史 |
| CCJCameco Corp | Stock | 47,592 | $349.5 萬 | 2.5% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,031 | $345.3 萬 | 2.5% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,079 | $344.0 萬 | 2.5% | – | – | 歷史 |
| BLKBlackRock, Inc. | Stock | 3,280 | $336.2 萬 | 2.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,608 | $330.6 萬 | 2.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,281 | $330.0 萬 | 2.4% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 18,350 | $325.4 萬 | 2.3% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 15,751 | $317.8 萬 | 2.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 13,828 | $315.3 萬 | 2.2% | – | – | 歷史 |
| JJacobs Solutions Inc. | COM | 22,617 | $302.2 萬 | 2.2% | – | – | 歷史 |
| ACNAccenture plc | Stock | 8,457 | $297.5 萬 | 2.1% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 20,286 | $283.0 萬 | 2.0% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 25,879 | $273.5 萬 | 1.9% | – | – | 歷史 |
| CPTCamden Property Trust | REIT | 23,308 | $270.5 萬 | 1.9% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 26,560 | $257.4 萬 | 1.8% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 47,795 | $228.3 萬 | 1.6% | – | – | – |
| ADBEAdobe Inc. | Stock | 5,124 | $227.9 萬 | 1.6% | – | – | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 44,884 | $223.3 萬 | 1.6% | – | – | – |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 47,935 | $202.5 萬 | 1.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,532 | $186.7 萬 | 1.3% | – | – | – |
| BMOBank of Montreal | COM | 10,905 | $152.2 萬 | 1.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,155 | $149.4 萬 | 1.1% | – | – | – |
| PCARPaccar Inc | COM | 4,305 | $44.8 萬 | 0.3% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 3,235 | $34.9 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,830 | $32.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,157 | $27.7 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,013 | $21.7 萬 | 0.2% | – | – | – |
| iShares Inc464286509 | MSCI CDA ETF | 5,181 | $20.9 萬 | 0.1% | – | – | – |