Turn8 Private Wealth Inc.
- SEC CIK
- 0002070026
- 最新申報
- 2026/8/3
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 44
- 較 2025 年第 1 季 −7
- 總值
- $1.38 億
- 較 2025 年第 1 季 +$1,055 萬 (+8.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 10,762 | $679.9 萬 | 4.9% | +9,608+832.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 119,149 | $679.1 萬 | 4.9% | +18,028+17.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 11,423 | $577.0 萬 | 4.2% | +423+3.8% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 54,660 | $557.5 萬 | 4.0% | −9,793−15.2% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 31,006 | $552.9 萬 | 4.0% | −46−0.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 61,800 | $523.8 萬 | 3.8% | +665+1.1% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 46,239 | $506.8 萬 | 3.7% | −60−0.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 27,867 | $470.3 萬 | 3.4% | −2,326−7.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,396 | $435.2 萬 | 3.1% | +1,640+7.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,911 | $433.2 萬 | 3.1% | +743+4.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,472 | $430.1 萬 | 3.1% | +865+4.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,732 | $410.4 萬 | 3.0% | −447−7.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 39,765 | $400.8 萬 | 2.9% | +536+1.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,543 | $393.5 萬 | 2.8% | −1,075−7.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 3,582 | $389.3 萬 | 2.8% | +170+5.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 18,052 | $377.0 萬 | 2.7% | +1,406+8.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 16,154 | $372.2 萬 | 2.7% | +217+1.4% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 26,443 | $368.7 萬 | 2.7% | +2,125+8.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,618 | $362.9 萬 | 2.6% | +198+2.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,666 | $358.6 萬 | 2.6% | +90+2.5% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 23,867 | $343.7 萬 | 2.5% | +861+3.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 9,860 | $342.4 萬 | 2.5% | +387+4.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,613 | $340.4 萬 | 2.5% | +121+1.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 14,803 | $336.9 萬 | 2.4% | +695+4.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 19,975 | $328.2 萬 | 2.4% | −1,755−8.1% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 56,500 | $307.4 萬 | 2.2% | 00.0% | 不變 | – |
| EQIXEquinix Inc | COM | 3,691 | $289.2 萬 | 2.1% | +254+7.4% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 28,809 | $285.8 萬 | 2.1% | −1,234−4.1% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 58,026 | $282.3 萬 | 2.0% | +2,530+4.6% | 加碼 | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 68,137 | $257.3 萬 | 1.9% | +68,137 | 新進 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 49,526 | $250.6 萬 | 1.8% | +3,550+7.7% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 20,704 | $244.1 萬 | 1.8% | +15,204+276.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 4,763 | $142.4 萬 | 1.0% | −4,920−50.8% | 減碼 | 歷史 |
| GIBCgi Inc | CL A | 10,050 | $139.2 萬 | 1.0% | −15,971−61.4% | 減碼 | 歷史 |
| BMOBank of Montreal | COM | 10,905 | $118.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,076 | $103.9 萬 | 0.8% | −3,342−39.7% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 10,237 | $103.1 萬 | 0.7% | +10,237 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,702 | $95.6 萬 | 0.7% | +2,528+27.6% | 加碼 | – |
| PCARPaccar Inc | COM | 6,923 | $65.8 萬 | 0.5% | +2,261+48.5% | 加碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 24,421 | $65.8 萬 | 0.5% | +24,421 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,444 | $39.7 萬 | 0.3% | +944+27.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,592 | $33.4 萬 | 0.2% | +74+1.1% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,170 | $29.3 萬 | 0.2% | +13+0.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,976 | $21.9 萬 | 0.2% | −57−1.9% | 減碼 | – |
2025 年第 1 季之後清倉（10 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 |
|---|---|---|---|---|---|
| CPTCamden Property Trust | REIT | 24,125 | $295.0 萬 | 2.3% | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 91,412 | $281.4 萬 | 2.2% | 歷史 |
| PLDPrologis, Inc. | REIT | 23,095 | $258.2 萬 | 2.0% | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 69,489 | $251.1 萬 | 2.0% | 歷史 |
| ADBEAdobe Inc. | Stock | 6,421 | $246.3 萬 | 1.9% | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 8,679 | $35.4 萬 | 0.3% | – |
| SHOPShopify Inc. | Stock | 3,175 | $30.2 萬 | 0.2% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 450 | $21.1 萬 | 0.2% | – |
| ABBVAbbVie Inc. | Stock | 1,000 | $21.0 萬 | 0.2% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,700 | $20.5 萬 | 0.2% | – |