Mga Batayang Estadistika
Nilai Portofolio $ 737,113
Posisi Saat Ini 158
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

King Wealth telah mengungkapkan total kepemilikan 158 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 737,113 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama King Wealth adalah iShares Trust - iShares Core S&P 500 ETF (US:IVV) , Invesco QQQ Trust, Series 1 (US:QQQ) , Microsoft Corporation (US:MSFT) , SPDR S&P 500 ETF (US:SPY) , and NVIDIA Corporation (US:NVDA) . Posisi baru King Wealth meliputi: Apollo Global Management, Inc. (US:APO) , Lam Research Corporation (US:LRCX) , Strategy Inc - Preferred Stock (US:STRK) , Corning Incorporated (US:GLW) , and .

King Wealth - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.07 0.05 6.1430 1.4402
0.03 0.01 1.8539 1.2890
0.22 0.03 4.6183 1.1000
0.11 0.06 7.5268 1.0622
0.12 0.07 8.9610 0.4700
0.04 0.01 0.7482 0.4004
0.02 0.02 2.2155 0.3281
0.03 0.01 0.9920 0.2580
0.16 0.10 13.7676 0.2145
0.06 0.01 1.8012 0.1679
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.00 0.00 0.1583 -2.2272
0.02 0.01 1.7490 -1.4271
0.13 0.03 3.7282 -0.8156
0.07 0.03 3.5790 -0.3690
0.03 0.01 1.1001 -0.2822
0.19 0.02 2.8088 -0.1891
0.07 0.01 0.7926 -0.1756
0.39 0.02 3.2447 -0.1650
0.03 0.00 0.5067 -0.1592
0.00 0.00 0.1198 -0.1281
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-08-08 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
IVV / iShares Trust - iShares Core S&P 500 ETF 0.16 2.72 0.10 13.48 13.7676 0.2145
QQQ / Invesco QQQ Trust, Series 1 0.12 0.24 0.07 17.86 8.9610 0.4700
MSFT / Microsoft Corporation 0.11 -1.82 0.06 30.95 7.5268 1.0622
SPY / SPDR S&P 500 ETF 0.07 32.15 0.05 45.16 6.1430 1.4402
NVDA / NVIDIA Corporation 0.22 0.62 0.03 47.83 4.6183 1.1000
AAPL / Apple Inc. 0.13 -0.74 0.03 -6.90 3.7282 -0.8156
V / Visa Inc. 0.07 -0.01 0.03 0.00 3.5790 -0.3690
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.39 0.04 0.02 4.55 3.2447 -0.1650
JPM / JPMorgan Chase & Co. 0.08 -0.15 0.02 21.05 3.1432 0.1671
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.19 0.16 0.02 5.26 2.8088 -0.1891
META / Meta Platforms, Inc. 0.02 2.42 0.02 33.33 2.2155 0.3281
CRWD / CrowdStrike Holdings, Inc. 0.03 153.86 0.01 333.33 1.8539 1.2890
AMZN / Amazon.com, Inc. 0.06 6.87 0.01 30.00 1.8012 0.1679
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.10 -1.01 0.01 9.09 1.7516 -0.0349
LLY / Eli Lilly and Company 0.02 -34.81 0.01 -40.00 1.7490 -1.4271
COST / Costco Wholesale Corporation 0.01 0.26 0.01 0.00 1.7313 -0.1123
WMT / Walmart Inc. 0.13 0.54 0.01 9.09 1.7289 0.0037
GOOG / Alphabet Inc. 0.07 0.74 0.01 20.00 1.6806 0.0448
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF 0.06 -1.20 0.01 11.11 1.4878 0.1119
PH / Parker-Hannifin Corporation 0.01 2.03 0.01 25.00 1.4028 0.0658
MA / Mastercard Incorporated 0.02 1.45 0.01 0.00 1.3003 -0.0967
MCD / McDonald's Corporation 0.03 -4.93 0.01 -11.11 1.1001 -0.2822
LMT / Lockheed Martin Corporation 0.02 -1.03 0.01 14.29 1.0902 -0.0970
ORCL / Oracle Corporation 0.03 -3.44 0.01 75.00 0.9920 0.2580
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.02 -0.84 0.01 16.67 0.9821 -0.0724
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.08 2.02 0.01 20.00 0.9118 0.0068
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.07 0.78 0.01 -16.67 0.7926 -0.1756
TT / Trane Technologies plc 0.01 4.76 0.01 25.00 0.7862 0.1403
PLTR / Palantir Technologies Inc. 0.04 48.83 0.01 150.00 0.7482 0.4004
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.02 -0.15 0.01 25.00 0.7193 -0.0247
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.03 -2.12 0.01 0.00 0.7189 -0.0823
VIVA.X / Vanguard Index Funds - Vanguard Value ETF 0.03 39.44 0.01 66.67 0.7090 0.1537
HD / The Home Depot, Inc. 0.01 -4.20 0.00 -20.00 0.6698 -0.1110
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.04 -1.86 0.00 0.00 0.5953 -0.0614
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.06 3.45 0.00 0.00 0.5265 0.0154
PEP / PepsiCo, Inc. 0.03 -3.45 0.00 -25.00 0.5067 -0.1592
TEVA N / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock) 0.20 17.14 0.00 50.00 0.4661 0.0584
XOM / Exxon Mobil Corporation 0.03 0.01 0.00 0.00 0.4459 -0.1037
PG / The Procter & Gamble Company 0.02 -2.32 0.00 0.00 0.4389 -0.0982
BX / Blackstone Inc. 0.02 -0.15 0.00 0.00 0.3716 -0.0171
001281709 / Chevron Corporation 0.02 7.66 0.00 0.00 0.3149 -0.0670
JNJ / Johnson & Johnson 0.01 -4.69 0.00 0.00 0.3052 -0.0833
HOLX / Hologic, Inc. 0.03 0.00 0.00 100.00 0.2815 -0.0167
CI / The Cigna Group 0.01 -21.57 0.00 -50.00 0.2553 -0.1067
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.02 -5.33 0.00 0.00 0.2362 -0.0403
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.02 -3.55 0.00 0.00 0.2134 -0.0334
ABT / Abbott Laboratories 0.01 0.05 0.00 0.00 0.2030 -0.0181
VTSM.X / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -1.39 0.00 0.00 0.2023 -0.0049
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 27.46 0.00 0.00 0.2017 0.0417
UNP / Union Pacific Corporation 0.01 0.00 0.00 0.00 0.2012 -0.0297
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.01 -2.53 0.00 0.00 0.1992 -0.0246
CAT / Caterpillar Inc. 0.00 0.06 0.00 0.00 0.1831 0.0094
IVE / iShares Trust - iShares S&P 500 Value ETF 0.01 0.00 0.00 0.00 0.1737 -0.0155
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.01 -0.41 0.00 0.00 0.1730 -0.0086
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.01 -2.97 0.00 0.00 0.1677 -0.0250
BLK / BlackRock, Inc. 0.00 0.00 0.00 0.00 0.1635 -0.0013
UNH / UnitedHealth Group Incorporated 0.00 -87.55 0.00 -93.33 0.1583 -2.2272
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.04 4.88 0.00 0.00 0.1499 -0.0102
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.01 -2.30 0.00 0.00 0.1395 -0.0130
VZ / Verizon Communications Inc. 0.02 -0.42 0.00 0.00 0.1385 -0.0243
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.01 -0.91 0.00 0.00 0.1358 -0.0167
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.02 -2.31 0.00 0.00 0.1357 -0.0191
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 0.04 -6.35 0.00 -100.00 0.1321 -0.0241
ELV / Elevance Health, Inc. 0.00 -39.65 0.00 -100.00 0.1198 -0.1281
APO / Apollo Global Management, Inc. 0.01 0.00 0.1173 0.1173
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 2.48 0.00 0.1169 0.0234
BRK.B / Berkshire Hathaway Inc. 0.00 85.99 0.00 0.1146 0.0391
DKS / DICK'S Sporting Goods, Inc. 0.00 -4.61 0.00 0.1129 -0.0217
WM / Waste Management, Inc. 0.00 0.03 0.00 0.1107 -0.0144
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.00 0.00 0.1107 0.0055
THC / Tenet Healthcare Corporation 0.00 -18.18 0.00 0.1074 -0.0047
UPS / United Parcel Service, Inc. 0.01 0.00 0.00 0.1061 -0.0231
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -9.87 0.00 0.1058 0.0049
AVGO / Broadcom Inc. 0.00 2.43 0.00 0.1055 0.0355
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN 0.00 0.00 0.00 0.1043 0.0144
GE / General Electric Company 0.00 0.03 0.00 0.1041 0.0137
GOOGL / Alphabet Inc. 0.00 16.65 0.00 0.1038 0.0162
KO / The Coca-Cola Company 0.01 0.08 0.00 0.0998 -0.0131
ETN / Eaton Corporation plc 0.00 0.00 0.00 0.0981 0.0147
HON / Honeywell International Inc. 0.00 0.00 0.00 0.0967 -0.0015
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.02 2.74 0.00 0.0939 -0.0186
RTX / RTX Corporation 0.00 0.00 0.00 0.0921 -0.0013
CRM / Salesforce, Inc. 0.00 71.80 0.00 0.0908 0.0327
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.02 0.00 0.00 0.0885 -0.0231
TSLA / Tesla, Inc. 0.00 146.22 0.00 0.0885 0.0557
GIS / General Mills, Inc. 0.01 0.00 0.00 0.0880 -0.0255
INGR / Ingredion Incorporated 0.00 0.00 0.00 0.0851 -0.0097
MRK / Merck & Co., Inc. 0.01 -5.64 0.00 0.0834 -0.0287
DRI / Darden Restaurants, Inc. 0.00 0.00 0.00 0.0818 -0.0052
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.00 0.20 0.00 0.0772 0.0003
GEV / GE Vernova Inc. 0.00 0.00 0.00 0.0771 0.0273
TJX / The TJX Companies, Inc. 0.00 0.00 0.00 0.0765 -0.0078
ET / Energy Transfer LP - Limited Partnership 0.03 1.37 0.00 0.0757 -0.0098
IBM / International Business Machines Corporation 0.00 0.00 0.00 0.0752 0.0044
AWR / American States Water Company 0.01 0.00 0.00 0.0729 -0.0107
CASY / Casey's General Stores, Inc. 0.00 0.00 0.00 0.0727 0.0036
BXSL / Blackstone Secured Lending Fund 0.02 142.86 0.00 0.0710 0.0365
ADBE / Adobe Inc. 0.00 -12.63 0.00 0.0689 -0.0185
ABBV / AbbVie Inc. 0.00 0.51 0.00 0.0689 -0.0176
DIS / The Walt Disney Company 0.00 1.66 0.00 0.0670 0.0084
OEF / iShares Trust - iShares S&P 100 ETF 0.00 0.00 0.00 0.0665 0.0004
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.01 -4.48 0.00 0.0613 -0.0102
MTB / M&T Bank Corporation 0.00 0.00 0.00 0.0609 -0.0018
DUK / Duke Energy Corporation 0.00 0.00 0.00 0.0604 -0.0094
GLD / SPDR Gold Trust 0.00 0.00 0.00 0.0594 -0.0033
UTHR / United Therapeutics Corporation 0.00 0.00 0.00 0.0585 -0.0116
AMD / Advanced Micro Devices, Inc. 0.00 2.10 0.00 0.0581 0.0120
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 0.00 0.00 0.0564 -0.0019
QCOM / QUALCOMM Incorporated 0.00 8.56 0.00 0.0551 0.0005
IBB / iShares Trust - iShares Biotechnology ETF 0.00 2.47 0.00 0.0535 -0.0055
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.00 -2.98 0.00 0.0535 -0.0032
LRCX / Lam Research Corporation 0.00 0.00 0.0528 0.0528
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 0.00 0.00 0.0524 -0.0061
MO / Altria Group, Inc. 0.01 0.25 0.00 0.0514 -0.0072
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 -1.56 0.00 0.0480 -0.0070
CSCO / Cisco Systems, Inc. 0.01 -3.55 0.00 0.0480 -0.0014
AMGN / Amgen Inc. 0.00 0.08 0.00 0.0476 -0.0117
T / AT&T Inc. 0.01 0.00 0.00 0.0475 -0.0044
SO / The Southern Company 0.00 0.00 0.00 0.0471 -0.0057
VLO / Valero Energy Corporation 0.00 0.00 0.00 0.0464 -0.0045
BMY / Bristol-Myers Squibb Company 0.01 0.79 0.00 0.0456 -0.0210
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 0.00 0.00 0.0453 -0.0038
PTGX / Protagonist Therapeutics, Inc. 0.01 0.00 0.00 0.0450 0.0011
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 -7.11 0.00 0.0449 0.0008
NEE / NextEra Energy, Inc. 0.00 0.00 0.00 0.0442 -0.0063
AVDL / Avadel Pharmaceuticals plc 0.04 0.00 0.00 0.0421 0.0005
ABNB / Airbnb, Inc. 0.00 0.00 0.00 0.0406 -0.0004
BA / The Boeing Company 0.00 0.00 0.00 0.0383 0.0034
MS / Morgan Stanley 0.00 0.00 0.00 0.0380 0.0028
PFE / Pfizer Inc. 0.01 -5.73 0.00 0.0372 -0.0089
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.01 -1.11 0.00 0.0366 -0.0005
MSTR / Strategy Inc 0.00 -8.27 0.00 0.0358 0.0046
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.00 -1.64 0.00 0.0358 -0.0062
STRK / Strategy Inc - Preferred Stock 0.00 0.00 0.0354 0.0354
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.00 4.95 0.00 0.0353 -0.0020
AXP / American Express Company 0.00 0.12 0.00 0.0351 0.0021
TRST / TrustCo Bank Corp NY 0.01 0.08 0.00 0.0343 -0.0007
COP / ConocoPhillips 0.00 27.43 0.00 0.0339 -0.0009
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 0.00 0.00 0.0336 -0.0003
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF 0.00 -5.59 0.00 0.0330 -0.0052
PAYX / Paychex, Inc. 0.00 0.00 0.00 0.0330 -0.0060
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.00 0.00 0.0324 -0.0020
TU / TELUS Corporation 0.01 0.00 0.00 0.0320 0.0002
GILD / Gilead Sciences, Inc. 0.00 0.05 0.00 0.0317 -0.0040
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF 0.01 0.22 0.00 0.0317 -0.0002
AWF / AllianceBernstein Global High Income Fund 0.02 10.53 0.00 0.0315 0.0006
PANW / Palo Alto Networks, Inc. 0.00 0.00 0.0307 0.0307
GLW / Corning Incorporated 0.00 0.00 0.0298 0.0298
WPC / W. P. Carey Inc. 0.00 0.00 0.00 0.0296 -0.0039
69Q / Lazard, Inc. 0.00 0.00 0.0293 0.0293
BAC / Bank of America Corporation 0.00 0.00 0.0288 0.0288
MDLZ / Mondelez International, Inc. 0.00 0.00 0.00 0.0286 -0.0035
KEY1 / KeyCorp 0.01 0.16 0.00 0.0243 -0.0006
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund 0.01 -8.70 0.00 0.0240 -0.0039
VTRS / Viatris Inc. 0.01 0.00 0.00 0.0157 -0.0014
MNMD / Mind Medicine (MindMed) Inc. 0.01 0.00 0.00 0.0088 -0.0001
HRTX / Heron Therapeutics, Inc. 0.03 7.46 0.00 0.0081 -0.0008
ALDX / Aldeyra Therapeutics, Inc. 0.01 0.00 0.0062 0.0062
WDFC / WD-40 Company 0.00 -100.00 0.00 0.0000
ACN / Accenture plc 0.00 -100.00 0.00 0.0000
FI / Fiserv, Inc. 0.00 -100.00 0.00 0.0000
GBAB / Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust 0.00 -100.00 0.00 0.0000
HCA / HCA Healthcare, Inc. 0.00 -100.00 0.00 0.0000
ZBH / Zimmer Biomet Holdings, Inc. 0.00 -100.00 0.00 0.0000
JD / JD.com, Inc. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000