Ibex Wealth Advisors
- SEC CIK
- 0001686242
- 最新申報
- 2026/7/27
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/7 申報。只含多頭部位。
- 持股檔數
- 111
- 2023 年第 2 季沒有申報
- 總值
- $3.93 億
- 2023 年第 2 季沒有申報
Ibex Wealth Advisors 沒有申報 2023 年第 2 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 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 82,787 | $3,601 萬 | 9.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 69,376 | $2,191 萬 | 5.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 111,634 | $1,911 萬 | 4.9% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 18,174 | $1,510 萬 | 3.8% | – | – | 歷史 |
| OKEONEOK Inc | COM | 172,926 | $1,097 萬 | 2.8% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 315,457 | $1,063 萬 | 2.7% | – | – | 歷史 |
| HRBH&R Block Inc | COM | 219,180 | $943.8 萬 | 2.4% | – | – | 歷史 |
| SHELShell plc | ADR | 136,542 | $879.1 萬 | 2.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 33,580 | $772.4 萬 | 2.0% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 171,626 | $761.0 萬 | 1.9% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 50,170 | $747.8 萬 | 1.9% | – | – | 歷史 |
| CVXChevron Corp | Stock | 42,389 | $714.8 萬 | 1.8% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 214,433 | $695.0 萬 | 1.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 17,258 | $683.3 萬 | 1.7% | – | – | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 176,813 | $675.8 萬 | 1.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 51,252 | $670.7 萬 | 1.7% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 24,742 | $665.0 萬 | 1.7% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 21,593 | $652.4 萬 | 1.7% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 41,843 | $652.2 萬 | 1.7% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 67,211 | $637.8 萬 | 1.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 37,127 | $629.1 萬 | 1.6% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 25,721 | $603.0 萬 | 1.5% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 53,496 | $594.1 萬 | 1.5% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 41,483 | $582.0 萬 | 1.5% | – | – | 歷史 |
| ACNAccenture plc | Stock | 17,873 | $548.9 萬 | 1.4% | – | – | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 290,995 | $547.4 萬 | 1.4% | – | – | 歷史 |
| UNMUnum Group | Stock | 110,133 | $541.7 萬 | 1.4% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,600 | $493.4 萬 | 1.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 8,968 | $481.7 萬 | 1.2% | – | – | 歷史 |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 216,836 | $471.6 萬 | 1.2% | – | – | 歷史 |
| ONOn Semiconductor Corp | Stock | 50,531 | $469.7 萬 | 1.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,274 | $467.6 萬 | 1.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 62,212 | $466.2 萬 | 1.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 8,980 | $457.9 萬 | 1.2% | – | – | 歷史 |
| WENWendy's Co | Stock | 210,027 | $428.7 萬 | 1.1% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 36,411 | $408.6 萬 | 1.0% | – | – | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 308,369 | $399.6 萬 | 1.0% | – | – | 歷史 |
| VICIVici Properties Inc. | COM | 136,847 | $398.2 萬 | 1.0% | – | – | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 33,236 | $365.0 萬 | 0.9% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 29,210 | $343.4 萬 | 0.9% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 13,176 | $326.9 萬 | 0.8% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 14,324 | $326.5 萬 | 0.8% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 8,170 | $318.2 萬 | 0.8% | – | – | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 90,501 | $312.3 萬 | 0.8% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 25,235 | $305.4 萬 | 0.8% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,883 | $301.7 萬 | 0.8% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 49,266 | $282.2 萬 | 0.7% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 24,199 | $248.8 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,500 | $247.9 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,043 | $246.7 萬 | 0.6% | – | – | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 19,189 | $238.9 萬 | 0.6% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 21,142 | $233.7 萬 | 0.6% | – | – | 歷史 |
| LINLinde PLC | Stock | 6,148 | $228.9 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 14,246 | $227.8 萬 | 0.6% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 24,631 | $226.7 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,515 | $225.6 萬 | 0.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 8,810 | $220.4 萬 | 0.6% | – | – | 歷史 |
| ADCAgree Realty Corp | COM | 37,901 | $209.4 萬 | 0.5% | – | – | 歷史 |
| ORealty Income Corp | REIT | 40,442 | $202.0 萬 | 0.5% | – | – | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 53,878 | $201.6 萬 | 0.5% | – | – | 歷史 |
| Healthpeak Properties, Inc.71943U104 | COM | 162,792 | $198.4 萬 | 0.5% | – | – | – |
| ORCLOracle Corp | Stock | 17,356 | $183.8 萬 | 0.5% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 6,591 | $179.9 萬 | 0.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,007 | $169.9 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 102,280 | $153.6 萬 | 0.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,793 | $137.7 萬 | 0.4% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 1,812 | $113.6 萬 | 0.3% | – | – | 歷史 |
| COPConocoPhillips | Stock | 9,076 | $108.7 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,882 | $76.0 萬 | 0.2% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,634 | $66.8 萬 | 0.2% | – | – | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 10,255 | $66.3 萬 | 0.2% | – | – | 歷史 |
| AFLAflac Inc | Stock | 8,020 | $61.6 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,412 | $58.5 萬 | 0.1% | – | – | 歷史 |
| BLMNBloomin' Brands, Inc. | COM | 23,669 | $58.2 萬 | 0.1% | – | – | 歷史 |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 16,364 | $54.6 萬 | 0.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 32,169 | $53.3 萬 | 0.1% | – | – | 歷史 |
| LPGDorian LPG Ltd. | SHS USD | 17,749 | $51.0 萬 | 0.1% | – | – | 歷史 |
| FLSFlowserve Corp | COM | 12,362 | $49.2 萬 | 0.1% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 27,745 | $48.2 萬 | 0.1% | – | – | 歷史 |
| MTBM&T Bank Corp | COM | 3,783 | $47.8 萬 | 0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 3,373 | $46.7 萬 | 0.1% | – | – | 歷史 |
| CNOCNO Financial Group, Inc. | COM | 19,641 | $46.6 萬 | 0.1% | – | – | 歷史 |
| EXEExpand Energy Corp | COM | 5,402 | $46.6 萬 | 0.1% | – | – | 歷史 |
| JOYYJOYY Inc. | ADS REPSTG COM A | 12,212 | $46.5 萬 | 0.1% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 5,663 | $46.4 萬 | 0.1% | – | – | 歷史 |
| IRMIron Mountain Inc | COM | 7,448 | $44.3 萬 | 0.1% | – | – | 歷史 |
| SKTTanger Inc. | COM | 19,325 | $43.7 萬 | 0.1% | – | – | 歷史 |
| BMOBank of Montreal | COM | 5,029 | $42.4 萬 | 0.1% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,237 | $40.8 萬 | 0.1% | – | – | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 9,517 | $38.3 萬 | 0.1% | – | – | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 5,511 | $37.5 萬 | 0.1% | – | – | 歷史 |
| NAVINavient Corp | COM | 21,642 | $37.3 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 11,203 | $37.2 萬 | 0.1% | – | – | 歷史 |
| METMetlife Inc | Stock | 5,450 | $34.3 萬 | 0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 3,164 | $33.9 萬 | 0.1% | – | – | 歷史 |
| CUBECubeSmart | REIT | 8,386 | $32.0 萬 | 0.1% | – | – | 歷史 |
| CTRACoterra Energy Inc. | Stock | 11,468 | $31.0 萬 | 0.1% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 2,631 | $29.4 萬 | 0.1% | – | – | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 4,640 | $29.0 萬 | 0.1% | – | – | 歷史 |
| TRPTC Energy Corp | COM | 7,727 | $26.6 萬 | 0.1% | – | – | 歷史 |