Brick & Kyle, Associates
- SEC CIK
- 0001632253
- 最新申報
- 2026/8/6
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/30 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 54
- 較 2024 年第 4 季 −7
- 總值
- $2.18 億
- 較 2024 年第 4 季 −$1,706 萬 (−7.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 167,732 | $1,796 萬 | 8.2% | −1,908−1.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 60,318 | $1,332 萬 | 6.1% | −1,070−1.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,929 | $1,053 萬 | 4.8% | +654+2.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 48,691 | $922.5 萬 | 4.2% | +541+1.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 57,686 | $899.6 萬 | 4.1% | −625−1.1% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 161,411 | $831.6 萬 | 3.8% | +9,840+6.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 32,840 | $794.3 萬 | 3.6% | −893−2.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 35,930 | $788.1 萬 | 3.6% | −211−0.6% | 減碼 | – |
| Raytheon Technologies Corp755111507 | COM | 58,614 | $772.2 萬 | 3.5% | −1,236−2.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 39,641 | $627.0 萬 | 2.9% | +17,882+82.2% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 51,808 | $626.2 萬 | 2.9% | −875−1.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 17,694 | $612.3 萬 | 2.8% | −508−2.8% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 125,290 | $606.0 萬 | 2.8% | −2,495−2.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 65,322 | $576.3 萬 | 2.6% | −1,907−2.8% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 26,440 | $556.9 萬 | 2.6% | +365+1.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 48,601 | $492.8 萬 | 2.3% | −945−1.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,868 | $482.8 萬 | 2.2% | +30+0.3% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 22,660 | $476.2 萬 | 2.2% | +234+1.0% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 18,967 | $468.1 萬 | 2.1% | −263−1.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 31,292 | $466.9 萬 | 2.1% | −274−0.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 61,061 | $433.4 萬 | 2.0% | −1,045−1.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 20,358 | $425.6 萬 | 2.0% | −14,985−42.4% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 35,762 | $394.8 萬 | 1.8% | −143−0.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 23,754 | $389.1 萬 | 1.8% | +23,754 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 91,699 | $376.8 萬 | 1.7% | −540−0.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 51,930 | $369.7 萬 | 1.7% | −805−1.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 20,948 | $348.7 萬 | 1.6% | −459−2.1% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 38,832 | $327.1 萬 | 1.5% | +63+0.2% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 18,534 | $311.1 萬 | 1.4% | −37−0.2% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 90,114 | $308.4 萬 | 1.4% | +22,184+32.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 58,067 | $262.8 萬 | 1.2% | −133−0.2% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,803 | $255.2 萬 | 1.2% | +16+0.2% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 49,229 | $242.8 萬 | 1.1% | +5,862+13.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 104,890 | $223.0 萬 | 1.0% | +1,998+1.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,664 | $215.3 萬 | 1.0% | −39−1.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,697 | $208.4 萬 | 1.0% | +20.0% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 21,485 | $193.6 萬 | 0.9% | +21,485 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 28,423 | $137.8 萬 | 0.6% | +60.0% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 22,385 | $133.1 萬 | 0.6% | +40.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,814 | $131.3 萬 | 0.6% | +13+0.3% | 加碼 | – |
| LANDOGladstone Land Corp | COM | 54,968 | $111.9 萬 | 0.5% | +50,000+1,006.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,408 | $108.5 萬 | 0.5% | +5+0.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,425 | $98.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,160 | $78.5 萬 | 0.4% | +3+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 10,030 | $74.5 萬 | 0.3% | +22+0.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,501 | $71.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,649 | $61.6 萬 | 0.3% | −208−3.0% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,275 | $55.6 萬 | 0.3% | +94+2.2% | 加碼 | – |
| Tidal Trust I886364231 | FUND GRAN US ETF | 28,720 | $51.8 萬 | 0.2% | +28,720 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,286 | $46.8 萬 | 0.2% | −170−6.9% | 減碼 | – |
| EOIEaton Vance Enhanced Equity Income Fund | COM | 22,748 | $42.2 萬 | 0.2% | +531+2.4% | 加碼 | 歷史 |
| Vanguard Health Care Fund Investor Class921908307 | M | 1,507 | $39.3 萬 | 0.2% | +115+8.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 14,020 | $38.8 萬 | 0.2% | +35+0.3% | 加碼 | – |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 44,631 | $38.3 萬 | 0.2% | −312−0.7% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（10 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 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 |
|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 9,483 | $421.7 萬 | 1.8% | 歷史 |
| AMGNAmgen Inc | Stock | 15,377 | $400.8 萬 | 1.7% | 歷史 |
| AVGOBroadcom Inc. | COM | 12,674 | $293.8 萬 | 1.3% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 30,806 | $96.9 萬 | 0.4% | – |
| NIEVirtus Equity & Convertible Income Fund | COM | 17,684 | $43.6 萬 | 0.2% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 653 | $38.3 萬 | 0.2% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,025 | $31.3 萬 | 0.1% | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,143 | $28.3 萬 | 0.1% | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,186 | $27.9 萬 | 0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,226 | $23.4 萬 | 0.1% | – |