Proequities, Inc.
- SEC CIK
- 0000752798
- 最新申報
- 2025/8/12
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 0
- 較 2024 年第 4 季 −2,238
- 總值
- $0
- 較 2024 年第 4 季 −$17.7 億 (−100.0%)
這份申報沒有多頭部位。
2024 年第 4 季之後清倉（2,238 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
依上一季市值列出前 100 檔，共 2,238 檔。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard World FD921910873 | MEGA CAP INDEX | 208,889 | $4,594 萬 | 2.6% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 69,397 | $4,228 萬 | 2.4% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 202,648 | $3,723 萬 | 2.1% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 55,142 | $3,075 萬 | 1.7% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 604,662 | $2,987 萬 | 1.7% | – |
| AAPLApple Inc. | Stock | 150,811 | $2,935 萬 | 1.7% | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 636,275 | $2,880 萬 | 1.6% | – |
| iShares Tr464288588 | MBS ETF | 303,740 | $2,787 萬 | 1.6% | – |
| NVDANVIDIA Corp | Stock | 277,827 | $2,612 萬 | 1.5% | 歷史 |
| MSFTMicrosoft Corp | Stock | 57,131 | $2,549 萬 | 1.4% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 247,097 | $2,397 萬 | 1.4% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 82,336 | $2,278 萬 | 1.3% | – |
| AMZNAmazon Com Inc | Stock | 91,225 | $2,144 萬 | 1.2% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 182,989 | $1,942 萬 | 1.1% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 636,848 | $1,839 萬 | 1.0% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 343,279 | $1,821 萬 | 1.0% | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 158,506 | $1,696 萬 | 1.0% | – |
| GOOGLAlphabet Inc. | Stock | 78,073 | $1,549 萬 | 0.9% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 33,238 | $1,411 萬 | 0.8% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 75,419 | $1,369 萬 | 0.8% | – |
| iShares Flexible Income Active ETF092528603 | ETF | 260,969 | $1,366 萬 | 0.8% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 42,897 | $1,289 萬 | 0.7% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 105,010 | $1,249 萬 | 0.7% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 246,949 | $1,208 萬 | 0.7% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 111,949 | $1,199 萬 | 0.7% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 159,141 | $1,154 萬 | 0.7% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 228,332 | $1,151 萬 | 0.7% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 111,827 | $1,131 萬 | 0.6% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 401,365 | $1,121 萬 | 0.6% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 207,798 | $1,117 萬 | 0.6% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 249,569 | $1,102 萬 | 0.6% | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 183,266 | $1,098 萬 | 0.6% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75,151 | $1,068 萬 | 0.6% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 43,168 | $1,042 萬 | 0.6% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 51,918 | $1,015 萬 | 0.6% | – |
| Invesco Exchange Traded FD T46137V647 | SEMICONDUCTORS | 154,354 | $1,003 萬 | 0.6% | – |
| MAMastercard Inc | Stock | 18,343 | $968.4 萬 | 0.5% | 歷史 |
| WMTWalmart Inc. | Stock | 98,677 | $920.0 萬 | 0.5% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 118,696 | $918.0 萬 | 0.5% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 19,247 | $886.3 萬 | 0.5% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 49,091 | $863.9 萬 | 0.5% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,884 | $844.7 萬 | 0.5% | 歷史 |
| VVisa Inc. | Stock | 25,679 | $830.9 萬 | 0.5% | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 319,460 | $814.9 萬 | 0.5% | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 77,022 | $800.1 萬 | 0.5% | – |
| HDHome Depot, Inc. | Stock | 19,356 | $793.8 萬 | 0.4% | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 137,897 | $787.3 萬 | 0.4% | – |
| METAMeta Platforms, Inc. | Stock | 12,365 | $771.0 萬 | 0.4% | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 506,538 | $741.5 萬 | 0.4% | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 191,672 | $725.5 萬 | 0.4% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 88,096 | $715.6 萬 | 0.4% | – |
| JPMJPMorgan Chase & Co | Stock | 26,916 | $710.8 萬 | 0.4% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 98,539 | $709.6 萬 | 0.4% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 116,577 | $680.5 萬 | 0.4% | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 84,492 | $666.1 萬 | 0.4% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 72,311 | $663.7 萬 | 0.4% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 109,343 | $660.3 萬 | 0.4% | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 36,753 | $658.2 萬 | 0.4% | – |
| TSLATesla, Inc. | Stock | 19,021 | $644.4 萬 | 0.4% | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 48,686 | $642.7 萬 | 0.4% | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 148,369 | $639.8 萬 | 0.4% | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 84,866 | $634.5 萬 | 0.4% | – |
| UNHUnitedHealth Group Inc | Stock | 11,790 | $612.8 萬 | 0.3% | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 22,630 | $609.7 萬 | 0.3% | – |
| COSTCostco Wholesale Corp | Stock | 6,452 | $609.6 萬 | 0.3% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 22,272 | $604.7 萬 | 0.3% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 10,878 | $600.3 萬 | 0.3% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 23,296 | $585.3 萬 | 0.3% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 42,458 | $566.3 萬 | 0.3% | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 12,796 | $564.9 萬 | 0.3% | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 33,610 | $557.5 萬 | 0.3% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 63,063 | $551.9 萬 | 0.3% | – |
| Vanguard Financials ETF92204A405 | ETF | 44,649 | $551.4 萬 | 0.3% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 9,580 | $550.5 萬 | 0.3% | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 119,782 | $543.3 萬 | 0.3% | – |
| ProShares Tr74348A541 | HGH YLD INT RATE | 81,267 | $539.5 萬 | 0.3% | – |
| AVGOBroadcom Inc. | Stock | 22,342 | $538.2 萬 | 0.3% | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 144,719 | $524.3 萬 | 0.3% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 22,729 | $522.8 萬 | 0.3% | – |
| XOMExxonMobil Holdings Corp | COM | 47,592 | $521.3 萬 | 0.3% | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 23,134 | $513.5 萬 | 0.3% | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 74,056 | $507.8 萬 | 0.3% | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 80,372 | $498.4 萬 | 0.3% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,932 | $481.2 萬 | 0.3% | – |
| LLYEli Lilly & Co | Stock | 6,303 | $475.2 萬 | 0.3% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 35,536 | $474.3 萬 | 0.3% | – |
| ADBEAdobe Inc. | Stock | 10,753 | $470.3 萬 | 0.3% | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 22,304 | $467.8 萬 | 0.3% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 70,024 | $458.5 萬 | 0.3% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 87,117 | $458.1 萬 | 0.3% | – |
| KOCoca Cola Co | Stock | 71,986 | $444.7 萬 | 0.3% | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 143,076 | $444.4 萬 | 0.3% | – |
| BlackRock ETF Trust II092528504 | ISHARES AAA CLO | 83,782 | $434.9 萬 | 0.2% | – |
| GOOGAlphabet Inc. | Stock | 21,729 | $434.6 萬 | 0.2% | 歷史 |
| AXPAmerican Express Co | Stock | 13,434 | $433.8 萬 | 0.2% | 歷史 |
| PGProcter & Gamble Co | Stock | 26,246 | $432.4 萬 | 0.2% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 67,817 | $426.6 萬 | 0.2% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 29,866 | $418.9 萬 | 0.2% | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 40,370 | $402.0 萬 | 0.2% | – |
| Franklin Templeton ETF Tr35473P595 | SENIOR LOAN ETF | 164,679 | $401.8 萬 | 0.2% | – |