Private Client Services, LLC
- SEC CIK
- 0001457005
- 最新申報
- 2026/10/2
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/30 申報。只含多頭部位。
- 持股檔數
- 135
- 2023 年第 3 季沒有申報
- 總值
- $1.22 億
- 2023 年第 3 季沒有申報
Private Client Services, LLC 沒有申報 2023 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,822 | $31.0 萬 | 0.3% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 3,264 | $30.9 萬 | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 5,864 | $30.1 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,176 | $29.9 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 3,667 | $29.8 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,708 | $29.3 萬 | 0.2% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J802 | INDIA NFTY50 EQW | 5,290 | $28.6 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 951 | $28.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 11,805 | $28.2 萬 | 0.2% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 4,081 | $28.1 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 250 | $27.9 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,777 | $27.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,133 | $26.9 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 1,746 | $26.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,475 | $26.0 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 899 | $24.9 萬 | 0.2% | – | – | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 8,437 | $23.3 萬 | 0.2% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 4,397 | $23.0 萬 | 0.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,906 | $22.7 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 2,313 | $22.7 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,931 | $22.0 萬 | 0.2% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 4,272 | $21.9 萬 | 0.2% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 15,734 | $21.7 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 4,638 | $21.6 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 618 | $21.4 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 4,345 | $21.2 萬 | 0.2% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,199 | $21.2 萬 | 0.2% | – | – | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 8,448 | $21.2 萬 | 0.2% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 7,330 | $20.7 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 942 | $20.7 萬 | 0.2% | – | – | – |
| Victory Portfolios II92647N865 | VCSHS US LRG CAP | 3,522 | $20.6 萬 | 0.2% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 692 | $20.4 萬 | 0.2% | – | – | 歷史 |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 8,594 | $20.3 萬 | 0.2% | – | – | – |
| BRBSBlue Ridge Bankshares, Inc. | COM | 65,938 | $20.0 萬 | 0.2% | – | – | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 19,300 | $15.6 萬 | 0.1% | – | – | 歷史 |