Ibex Wealth Advisors
- SEC CIK
- 0001686242
- 最新申報
- 2026/7/27
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/18 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 109
- 較 2023 年第 4 季 0
- 總值
- $3.69 億
- 較 2023 年第 4 季 +$3.68 億 (+80,087.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MPCMarathon Petroleum Corp | Stock | 80,694 | $939.2 萬 | 2.5% | +80,694 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 18,103 | $959.8 萬 | 2.6% | +18,093+180,930.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 18,058 | $1,010 萬 | 2.7% | +18,040+100,222.2% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 324,563 | $1,068 萬 | 2.9% | +324,247+102,609.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 76,781 | $1,122 萬 | 3.0% | +76,699+93,535.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 64,379 | $1,156 萬 | 3.1% | +64,337+153,183.3% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 188,306 | $1,237 萬 | 3.4% | +188,135+110,020.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 109,213 | $1,419 萬 | 3.8% | +109,096+93,244.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 62,988 | $1,511 萬 | 4.1% | +62,917+88,615.5% | 加碼 | 歷史 |
2023 年第 4 季之後清倉（44 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CMCSAComcast Corp | Stock | 223 | $9,778 | 2.1% | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 180 | $9,219 | 2.0% | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 446 | $6,641 | 1.4% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 2 | $6,633 | 1.4% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 45 | $6,563 | 1.4% | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 81 | $5,422 | 1.2% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15 | $5,367 | 1.2% | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 36 | $5,189 | 1.1% | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 173 | $4,769 | 1.0% | 歷史 |
| BXBlackstone Inc. | COM | 34 | $4,422 | 1.0% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 157 | $4,019 | 0.9% | 歷史 |
| PHParker-Hannifin Corp | Stock | 9 | $3,994 | 0.9% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 21 | $3,454 | 0.8% | 歷史 |
| TFCTruist Financial Corp | COM | 92 | $3,388 | 0.7% | 歷史 |
| LINLinde PLC | Stock | 7 | $3,016 | 0.7% | 歷史 |
| BROBrown & Brown, Inc. | Stock | 37 | $2,638 | 0.6% | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 58 | $2,547 | 0.6% | 歷史 |
| NFLXNetflix Inc | Stock | 5 | $2,420 | 0.5% | 歷史 |
| ORCLOracle Corp | Stock | 7 | $759 | 0.2% | 歷史 |
| LPGDorian LPG Ltd. | SHS USD | 17 | $741 | 0.2% | 歷史 |
| LMTLockheed Martin Corp | Stock | 1 | $567 | 0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 9 | $530 | 0.1% | 歷史 |
| CNOCNO Financial Group, Inc. | COM | 19 | $527 | 0.1% | 歷史 |
| JOYYJOYY Inc. | ADS REPSTG COM A | 13 | $512 | 0.1% | 歷史 |
| SKTTanger Inc. | COM | 18 | $510 | 0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 3 | $507 | 0.1% | 歷史 |
| IRMIron Mountain Inc | COM | 7 | $496 | 0.1% | 歷史 |
| WELLWelltower Inc. | REIT | 5 | $495 | 0.1% | 歷史 |
| FLSFlowserve Corp | COM | 12 | $484 | 0.1% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3 | $450 | 0.1% | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 26 | $436 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 2 | $408 | 0.1% | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 5 | $385 | 0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3 | $366 | 0.1% | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 9 | $343 | 0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1 | $278 | 0.1% | 歷史 |
| METMetlife Inc | Stock | 4 | $265 | 0.1% | 歷史 |
| ALBAlbemarle Corp | Stock | 2 | $231 | 0.1% | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 3 | $229 | <0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1 | $225 | <0.1% | 歷史 |
| SNASnap-on Inc | COM | 1 | $216 | <0.1% | 歷史 |
| FDXFedEx Corp | Stock | 1 | $211 | <0.1% | 歷史 |
| DELLDell Technologies Inc. | Stock | 3 | $209 | <0.1% | 歷史 |
| LBAILakeland Bancorp Inc | COM | 13 | $199 | <0.1% | 歷史 |