WESPAC Advisors, LLC
- SEC CIK
- 0001484540
- 最新申報
- 2026/8/10
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/27 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 108
- 較 2022 年第 4 季 +45
- 總值
- $1.06 億
- 較 2022 年第 4 季 +$4,854 萬 (+84.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 20,643 | $219.6 萬 | 2.1% | +20,643 | 新進 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 23,910 | $237.0 萬 | 2.2% | +23,910 | 新進 | – |
| GISGeneral Mills Inc | Stock | 30,681 | $262.2 萬 | 2.5% | +30,681 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 44,824 | $278.2 萬 | 2.6% | +6,626+17.3% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 23,436 | $303.4 萬 | 2.9% | −1,318−5.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 19,179 | $316.3 萬 | 3.0% | −32,351−62.8% | 減碼 | 歷史 |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 121,187 | $337.9 萬 | 3.2% | +121,187 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 41,462 | $759.7 萬 | 7.1% | +41,462 | 新進 | 歷史 |
2022 年第 4 季之後清倉（29 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 26,814 | $199.9 萬 | 3.5% | – |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 52,731 | $161.1 萬 | 2.8% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 19,971 | $140.8 萬 | 2.4% | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 16,368 | $119.4 萬 | 2.1% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,996 | $75.9 萬 | 1.3% | – |
| JNJJohnson & Johnson | Stock | 3,607 | $63.7 萬 | 1.1% | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 9,872 | $63.5 萬 | 1.1% | – |
| LUVSouthwest Airlines Co | COM | 15,645 | $52.7 萬 | 0.9% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 26,757 | $48.4 萬 | 0.8% | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 11,007 | $41.5 萬 | 0.7% | 歷史 |
| WMTWalmart Inc. | Stock | 2,905 | $41.2 萬 | 0.7% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 741 | $39.3 萬 | 0.7% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 7,094 | $32.4 萬 | 0.6% | – |
| GDGeneral Dynamics Corp | Stock | 1,265 | $31.4 萬 | 0.5% | 歷史 |
| RTXRTX Corp | Stock | 2,763 | $27.9 萬 | 0.5% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,501 | $27.6 萬 | 0.5% | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 6,232 | $27.3 萬 | 0.5% | – |
| GERNGeron Corp | COM | 108,640 | $26.3 萬 | 0.5% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,581 | $26.1 萬 | 0.5% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,888 | $25.3 萬 | 0.4% | – |
| COPConocoPhillips | Stock | 2,093 | $24.7 萬 | 0.4% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 736 | $24.4 萬 | 0.4% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,178 | $24.0 萬 | 0.4% | – |
| METMetlife Inc | Stock | 3,128 | $22.6 萬 | 0.4% | 歷史 |
| NFLXNetflix Inc | Stock | 733 | $21.6 萬 | 0.4% | 歷史 |
| BHPBHP Group Ltd | ADR | 3,438 | $21.3 萬 | 0.4% | 歷史 |
| MCDMcDonalds Corp | Stock | 802 | $21.2 萬 | 0.4% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,825 | $20.3 萬 | 0.4% | – |
| CVSCVS Health Corp | Stock | 2,163 | $20.2 萬 | 0.3% | 歷史 |