Parallel Advisors, LLC
- SEC CIK
- 0001690010
- 最新申報
- 2026/8/5
2022 年第 2 季到 2022 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 383 檔
- 估計 +$532.6 萬
- 加碼
- 1,388 檔
- 估計 +$2.70 億
- 減碼
- 1,049 檔
- 估計 −$1.68 億
- 清倉
- 223 檔
- 估計 −$267.6 萬
總值從 $21.8 億變成 $21.7 億（−$667.4 萬 (−0.3%)），持股從 3,276 檔變成 3,436 檔（+160）。
2022 年第 3 季全部持倉2022 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 3 季，下面灰字是 2022 年第 2 季。兩季之間拆股的股票，2022 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | 加碼– | 3,366,9573,137,525 | +229,432+7.3% | $2.68 億$2.63 億 | +$1,825 萬 | 12.3%12.1% | +0.26 |
| CVBFCVB Financial Corp | 減碼歷史 | 3,833,2083,947,784 | −114,576−2.9% | $9,706 萬$9,795 萬 | −$290.1 萬 | 4.5%4.5% | −0.03 |
| CORTCorcept Therapeutics Inc | 加碼歷史 | 3,769,4552,718,328 | +1,051,127+38.7% | $9,665 萬$6,464 萬 | +$2,695 萬 | 4.5%3.0% | +1.48 |
| AAPLApple Inc. | 加碼歷史 | 636,341610,477 | +25,864+4.2% | $8,794 萬$8,346 萬 | +$357.4 萬 | 4.1%3.8% | +0.22 |
| iShares Core MSCI Eafe ETF46432F842 | 減碼– | 1,219,1481,384,304 | −165,156−11.9% | $6,421 萬$8,147 萬 | −$869.9 萬 | 3.0%3.7% | −0.78 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 607,600540,405 | +67,195+12.4% | $4,036 萬$3,871 萬 | +$446.4 萬 | 1.9%1.8% | +0.08 |
| iShares Tr464288448 | 加碼– | 1,660,07032,803 | +1,627,267+4,960.7% | $3,740 萬$89.1 萬 | +$3,666 萬 | 1.7%<0.1% | +1.68 |
| MSFTMicrosoft Corp | 加碼歷史 | 153,004149,372 | +3,632+2.4% | $3,564 萬$3,836 萬 | +$84.6 萬 | 1.6%1.8% | −0.12 |
| Vanguard Morningstar Large-Cap ETF922908637 | 減碼– | 216,298218,938 | −2,640−1.2% | $3,538 萬$3,773 萬 | −$43.2 萬 | 1.6%1.7% | −0.10 |
| Invesco Exchange Traded FD T46137V357 | 加碼– | 268,8287,945 | +260,883+3,283.6% | $3,422 萬$106.6 萬 | +$3,320 萬 | 1.6%<0.1% | +1.53 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 減碼– | 449,697467,760 | −18,063−3.9% | $3,239 萬$3,345 萬 | −$130.1 萬 | 1.5%1.5% | −0.04 |
| AMZNAmazon Com Inc | 加碼歷史 | 276,524268,866 | +7,658+2.8% | $3,125 萬$2,856 萬 | +$86.5 萬 | 1.4%1.3% | +0.13 |
| GLDSPDR Gold Trust | 加碼歷史 | 188,024183,541 | +4,483+2.4% | $2,908 萬$3,092 萬 | +$69.3 萬 | 1.3%1.4% | −0.08 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 加碼– | 419,301160,605 | +258,696+161.1% | $2,772 萬$1,128 萬 | +$1,710 萬 | 1.3%0.5% | +0.76 |
| GOOGLAlphabet Inc. | 加碼依 20 比 1 拆股換算歷史 | 252,105247,080 | +5,025+2.0% | $2,411 萬$2,692 萬 | +$48.1 萬 | 1.1%1.2% | −0.13 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 61,78062,043 | −263−0.4% | $2,216 萬$2,352 萬 | −$9.43 萬 | 1.0%1.1% | −0.06 |
| iShares Tr46434V878 | 加碼– | 417,440104,391 | +313,049+299.9% | $2,088 萬$522.4 萬 | +$1,566 萬 | 1.0%0.2% | +0.72 |
| SPDR Series Trust78464A805 | 加碼– | 456,221352,401 | +103,820+29.5% | $2,012 萬$1,638 萬 | +$458.0 萬 | 0.9%0.8% | +0.17 |
| GOOGAlphabet Inc. | 加碼依 20 比 1 拆股換算歷史 | 191,543184,600 | +6,943+3.8% | $1,842 萬$2,019 萬 | +$66.8 萬 | 0.8%0.9% | −0.08 |
| iShares Tips Bond ETF464287176 | 加碼– | 174,848116,535 | +58,313+50.0% | $1,834 萬$1,327 萬 | +$611.7 萬 | 0.8%0.6% | +0.24 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 98,73198,019 | +712+0.7% | $1,772 萬$1,849 萬 | +$12.8 萬 | 0.8%0.8% | −0.03 |
| iShares Tr46432F388 | 減碼– | 214,373477,732 | −263,359−55.1% | $1,755 萬$4,324 萬 | −$2,156 萬 | 0.8%2.0% | −1.18 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 174,475141,014 | +33,461+23.7% | $1,681 萬$1,434 萬 | +$322.4 萬 | 0.8%0.7% | +0.12 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 190,093369,839 | −179,746−48.6% | $1,657 萬$3,418 萬 | −$1,567 萬 | 0.8%1.6% | −0.81 |
| OKTAOkta, Inc. | 減碼歷史 | 280,466281,263 | −797−0.3% | $1,595 萬$2,543 萬 | −$4.53 萬 | 0.7%1.2% | −0.43 |
| iShares Inc464286533 | 加碼– | 297,1111,532 | +295,579+19,293.7% | $1,506 萬$8.50 萬 | +$1,498 萬 | 0.7%<0.1% | +0.69 |
| iShares Tr464288653 | 加碼– | 135,632338 | +135,294+40,027.8% | $1,478 萬$4.10 萬 | +$1,474 萬 | 0.7%<0.1% | +0.68 |
| RCReady Capital Corp | 加碼歷史 | 1,453,9751,449,761 | +4,214+0.3% | $1,474 萬$1,728 萬 | +$4.27 萬 | 0.7%0.8% | −0.11 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 39,58638,093 | +1,493+3.9% | $1,414 萬$1,437 萬 | +$53.3 萬 | 0.7%0.7% | −0.01 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 110,612106,014 | +4,598+4.3% | $1,366 萬$1,398 萬 | +$56.8 萬 | 0.6%0.6% | −0.01 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 加碼– | 309,725261,604 | +48,121+18.4% | $1,331 萬$1,283 萬 | +$206.8 萬 | 0.6%0.6% | +0.02 |
| TSLATesla, Inc. | 加碼依 3 比 1 拆股換算歷史 | 47,62244,010 | +3,612+8.2% | $1,263 萬$987.9 萬 | +$95.8 萬 | 0.6%0.5% | +0.13 |
| iShares Tr464287291 | 減碼– | 296,288484,147 | −187,859−38.8% | $1,250 萬$2,213 萬 | −$792.4 萬 | 0.6%1.0% | −0.44 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 45,50160,395 | −14,894−24.7% | $1,216 萬$1,693 萬 | −$398.0 萬 | 0.6%0.8% | −0.22 |
| VVisa Inc. | 減碼歷史 | 65,19365,851 | −658−1.0% | $1,158 萬$1,297 萬 | −$11.7 萬 | 0.5%0.6% | −0.06 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 減碼– | 387,997805,484 | −417,487−51.8% | $1,134 萬$2,395 萬 | −$1,220 萬 | 0.5%1.1% | −0.58 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 39,88739,860 | +27+0.1% | $1,065 萬$1,088 萬 | +$7,209.79 | 0.5%0.5% | −0.01 |
| COSTCostco Wholesale Corp | 減碼歷史 | 22,31622,681 | −365−1.6% | $1,054 萬$1,087 萬 | −$17.2 萬 | 0.5%0.5% | −0.01 |
| ORealty Income Corp | 減碼歷史 | 174,411175,032 | −621−0.4% | $1,015 萬$1,195 萬 | −$3.61 萬 | 0.5%0.5% | −0.08 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 減碼– | 51,70351,968 | −265−0.5% | $971.9 萬$1,024 萬 | −$4.98 萬 | 0.4%0.5% | −0.02 |
| JNJJohnson & Johnson | 減碼歷史 | 56,21856,231 | −130.0% | $918.4 萬$998.2 萬 | −$2,123.73 | 0.4%0.5% | −0.04 |
| CPNGCoupang, Inc. | 加碼歷史 | 550,092549,577 | +515+0.1% | $917.0 萬$700.7 萬 | +$8,585.02 | 0.4%0.3% | +0.10 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 17,92317,011 | +912+5.4% | $905.2 萬$873.7 萬 | +$46.1 萬 | 0.4%0.4% | +0.02 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 51,00271,688 | −20,686−28.9% | $871.7 萬$1,263 萬 | −$353.6 萬 | 0.4%0.6% | −0.18 |
| NVDANVIDIA Corp | 減碼歷史 | 66,09168,676 | −2,585−3.8% | $802.3 萬$1,041 萬 | −$31.4 萬 | 0.4%0.5% | −0.11 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 975,892547,149 | +428,743+78.4% | $793.4 萬$496.3 萬 | +$348.6 萬 | 0.4%0.2% | +0.14 |
| Ssga Active ETF Tr78467V608 | 減碼– | 191,016703,268 | −512,252−72.8% | $780.7 萬$2,928 萬 | −$2,094 萬 | 0.4%1.3% | −0.99 |
| CVXChevron Corp | 加碼歷史 | 54,25352,322 | +1,931+3.7% | $779.5 萬$757.5 萬 | +$27.7 萬 | 0.4%0.3% | +0.01 |
| PAYOPayoneer Global Inc. | 加碼歷史 | 1,262,7931,261,344 | +1,449+0.1% | $764.0 萬$494.4 萬 | +$8,766.57 | 0.4%0.2% | +0.12 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 55,51655,302 | +214+0.4% | $750.4 萬$793.4 萬 | +$2.89 萬 | 0.3%0.4% | −0.02 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 128,113220,516 | −92,403−41.9% | $717.6 萬$1,378 萬 | −$517.6 萬 | 0.3%0.6% | −0.30 |
| UBERUber Technologies, Inc | 加碼歷史 | 268,666263,761 | +4,905+1.9% | $712.0 萬$539.7 萬 | +$13.0 萬 | 0.3%0.2% | +0.08 |
| iShares Tr464288257 | 減碼– | 90,75896,044 | −5,286−5.5% | $706.4 萬$805.7 萬 | −$41.1 萬 | 0.3%0.4% | −0.04 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 66,92465,549 | +1,375+2.1% | $699.4 萬$738.1 萬 | +$14.4 萬 | 0.3%0.3% | −0.02 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 73,24367,865 | +5,378+7.9% | $694.9 萬$690.2 萬 | +$51.0 萬 | 0.3%0.3% | 0.00 |
| METAMeta Platforms, Inc. | 減碼歷史 | 49,89657,442 | −7,546−13.1% | $677.0 萬$926.3 萬 | −$102.4 萬 | 0.3%0.4% | −0.11 |
| HDHome Depot, Inc. | 加碼歷史 | 24,01122,770 | +1,241+5.5% | $662.6 萬$624.5 萬 | +$34.2 萬 | 0.3%0.3% | +0.02 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | 減碼– | 46,08746,857 | −770−1.6% | $660.9 萬$702.0 萬 | −$11.0 萬 | 0.3%0.3% | −0.02 |
| LLYEli Lilly & Co | 加碼歷史 | 19,81019,384 | +426+2.2% | $640.5 萬$628.5 萬 | +$13.8 萬 | 0.3%0.3% | +0.01 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 12,54712,175 | +372+3.1% | $636.4 萬$661.4 萬 | +$18.9 萬 | 0.3%0.3% | −0.01 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 加碼– | 69,17359,466 | +9,707+16.3% | $620.6 萬$566.4 萬 | +$87.1 萬 | 0.3%0.3% | +0.03 |
| Schwab International Equity ETF808524805 | 減碼– | 214,210296,695 | −82,485−27.8% | $602.6 萬$933.1 萬 | −$232.0 萬 | 0.3%0.4% | −0.15 |
| VZVerizon Communications Inc | 減碼歷史 | 155,942161,664 | −5,722−3.5% | $592.1 萬$820.4 萬 | −$21.7 萬 | 0.3%0.4% | −0.10 |
| DOCSDoximity, Inc. | 加碼歷史 | 185,908185,767 | +141+0.1% | $561.8 萬$646.8 萬 | +$4,260.91 | 0.3%0.3% | −0.04 |
| CRMSalesforce, Inc. | 減碼歷史 | 38,56139,013 | −452−1.2% | $554.7 萬$643.9 萬 | −$6.50 萬 | 0.3%0.3% | −0.04 |
| PGProcter & Gamble Co | 加碼歷史 | 43,53042,731 | +799+1.9% | $549.6 萬$614.4 萬 | +$10.1 萬 | 0.3%0.3% | −0.03 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 72,97487,980 | −15,006−17.1% | $546.0 萬$675.6 萬 | −$112.3 萬 | 0.3%0.3% | −0.06 |
| iShares MSCI USA Quality Factor ETF46432F339 | 減碼– | 50,71351,891 | −1,178−2.3% | $527.1 萬$579.8 萬 | −$12.2 萬 | 0.2%0.3% | −0.02 |
| WMTWalmart Inc. | 加碼歷史 | 40,23533,113 | +7,122+21.5% | $521.9 萬$402.6 萬 | +$92.4 萬 | 0.2%0.2% | +0.06 |
| PEPPepsiCo Inc | 加碼歷史 | 30,46629,471 | +995+3.4% | $497.4 萬$491.2 萬 | +$16.2 萬 | 0.2%0.2% | 0.00 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 38,05336,515 | +1,538+4.2% | $489.1 萬$501.9 萬 | +$19.8 萬 | 0.2%0.2% | −0.01 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 55,21953,549 | +1,670+3.1% | $482.1 萬$458.6 萬 | +$14.6 萬 | 0.2%0.2% | +0.01 |
| Vanguard World FD921910733 | 加碼– | 76,59866,208 | +10,390+15.7% | $481.9 萬$439.6 萬 | +$65.4 萬 | 0.2%0.2% | +0.02 |
| iShares Russell 1000 Value ETF464287598 | 減碼– | 34,36937,952 | −3,583−9.4% | $467.4 萬$550.2 萬 | −$48.7 萬 | 0.2%0.3% | −0.04 |
| NFLXNetflix Inc | 減碼歷史 | 19,75820,407 | −649−3.2% | $465.2 萬$356.9 萬 | −$15.3 萬 | 0.2%0.2% | +0.05 |
| ABNBAirbnb, Inc. | 加碼歷史 | 44,04934,797 | +9,252+26.6% | $462.7 萬$310.0 萬 | +$97.2 萬 | 0.2%0.1% | +0.07 |
| Schwab Emerging Markets Equity ETF808524706 | 減碼– | 205,794215,881 | −10,087−4.7% | $461.0 萬$547.9 萬 | −$22.6 萬 | 0.2%0.3% | −0.04 |
| DISWalt Disney Co | 加碼歷史 | 48,04332,167 | +15,876+49.4% | $453.2 萬$303.7 萬 | +$149.8 萬 | 0.2%0.1% | +0.07 |
| ABBVAbbVie Inc. | 加碼歷史 | 33,39730,860 | +2,537+8.2% | $448.2 萬$472.7 萬 | +$34.0 萬 | 0.2%0.2% | −0.01 |
| TWLOTwilio Inc | 加碼歷史 | 63,64558,324 | +5,321+9.1% | $440.0 萬$488.8 萬 | +$36.8 萬 | 0.2%0.2% | −0.02 |
| BMYBristol Myers Squibb Co | 減碼歷史 | 61,73962,746 | −1,007−1.6% | $438.9 萬$483.1 萬 | −$7.16 萬 | 0.2%0.2% | −0.02 |
| MRKMerck & Co., Inc. | 加碼歷史 | 49,24540,003 | +9,242+23.1% | $424.1 萬$364.7 萬 | +$79.6 萬 | 0.2%0.2% | +0.03 |
| PANWPalo Alto Networks Inc | 加碼依 3 比 1 拆股換算歷史 | 25,53424,666 | +868+3.5% | $418.2 萬$406.1 萬 | +$14.2 萬 | 0.2%0.2% | +0.01 |
| Schwab U.S. Broad Market ETF808524102 | 加碼– | 91,82590,212 | +1,613+1.8% | $385.6 萬$398.6 萬 | +$6.77 萬 | 0.2%0.2% | −0.01 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 96,30280,697 | +15,605+19.3% | $385.2 萬$344.1 萬 | +$62.4 萬 | 0.2%0.2% | +0.02 |
| TTWOTake Two Interactive Software Inc | 減碼歷史 | 35,12535,256 | −131−0.4% | $382.9 萬$432.0 萬 | −$1.43 萬 | 0.2%0.2% | −0.02 |
| iShares U.S. Medical Devices ETF464288810 | 減碼– | 81,10092,865 | −11,765−12.7% | $382.6 萬$468.4 萬 | −$55.5 萬 | 0.2%0.2% | −0.04 |
| TXNTexas Instruments Inc | 加碼歷史 | 24,46021,731 | +2,729+12.6% | $378.6 萬$333.9 萬 | +$42.2 萬 | 0.2%0.2% | +0.02 |
| iShares Tr464288521 | 減碼– | 79,258509,972 | −430,714−84.5% | $376.5 萬$2,723 萬 | −$2,046 萬 | 0.2%1.3% | −1.08 |
| NEENextera Energy Inc | 加碼歷史 | 47,26245,535 | +1,727+3.8% | $370.6 萬$352.7 萬 | +$13.5 萬 | 0.2%0.2% | +0.01 |
| NARIInari Medical, Inc. | 加碼歷史 | 50,51850,508 | +100.0% | $367.0 萬$343.4 萬 | +$726.47 | 0.2%0.2% | +0.01 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 21,97321,956 | +17+0.1% | $362.1 萬$370.1 萬 | +$2,801.48 | 0.2%0.2% | 0.00 |
| Vanguard Scottsdale FDS92206C409 | 減碼– | 48,39954,793 | −6,394−11.7% | $359.5 萬$417.8 萬 | −$47.5 萬 | 0.2%0.2% | −0.03 |
| KOCoca Cola Co | 加碼歷史 | 63,24962,072 | +1,177+1.9% | $354.3 萬$390.5 萬 | +$6.59 萬 | 0.2%0.2% | −0.02 |
| Vanguard Real Estate ETF922908553 | 減碼– | 43,61553,514 | −9,899−18.5% | $349.7 萬$487.6 萬 | −$79.4 萬 | 0.2%0.2% | −0.06 |
| ADBEAdobe Inc. | 減碼歷史 | 12,39212,728 | −336−2.6% | $341.0 萬$465.9 萬 | −$9.25 萬 | 0.2%0.2% | −0.06 |
| iShares S&P Small-Cap 600 Value ETF464287879 | 減碼– | 39,79840,353 | −555−1.4% | $328.1 萬$359.3 萬 | −$4.58 萬 | 0.2%0.2% | −0.01 |
| Vanguard Information Technology ETF92204A702 | 加碼– | 10,58310,057 | +526+5.2% | $325.3 萬$328.4 萬 | +$16.2 萬 | 0.1%0.2% | 0.00 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 15,40612,530 | +2,876+23.0% | $324.1 萬$274.0 萬 | +$60.5 萬 | 0.1%0.1% | +0.02 |
| DHRDanaher Corp | 加碼歷史 | 12,51212,193 | +319+2.6% | $323.2 萬$309.1 萬 | +$8.24 萬 | 0.1%0.1% | +0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。