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McIlrath & Eck, LLC

SEC CIK
0001701714
最新申報
2026/5/19

2022 年第 4 季持倉

持倉截至 2022/12/31,2023/2/15 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
882
較 2022 年第 3 季 +3
總值
$3.88 億
較 2022 年第 3 季 +$2,445 萬 (+6.7%)
申報日
2023/2/15
SEC
McIlrath & Eck, LLC 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AMPAmeriprise Financial IncCOM261$8.13 萬<0.1%00.0%不變歷史
FUNDSprott Focus Trust Inc.COM10,225$8.15 萬<0.1%+160+1.6%加碼歷史
UFPIUfp Industries IncCOM1,046$8.29 萬<0.1%00.0%不變歷史
EDConsolidated Edison IncStock870$8.29 萬<0.1%00.0%不變歷史
NAVINavient CorpCOM5,062$8.33 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,304$8.33 萬<0.1%+134+11.5%加碼–
Vanguard Wellington FD921935706US QUALITY809$8.48 萬<0.1%00.0%不變–
HIIHuntington Ingalls Industries, Inc.COM369$8.51 萬<0.1%00.0%不變歷史
BXBlackstone Inc.COM1,152$8.55 萬<0.1%−134−10.4%減碼歷史
NVSNovartis AGADR945$8.57 萬<0.1%00.0%不變歷史
GEGeneral Electric CoStock1,026$8.60 萬<0.1%−123−10.7%減碼歷史
ADPAutomatic Data Processing IncStock361$8.62 萬<0.1%00.0%不變歷史
RCIRogers Communications IncCL B1,842$8.63 萬<0.1%+83+4.7%加碼歷史
TTCToro CoCOM766$8.67 萬<0.1%00.0%不變歷史
JKHYJack Henry & Associates IncStock500$8.78 萬<0.1%00.0%不變歷史
LGILazard Global Total Return & Income Fund IncCOM6,050$8.86 萬<0.1%00.0%不變歷史
HFWAHeritage Financial CorpCOM2,891$8.86 萬<0.1%−88−3.0%減碼歷史
DFSDiscover Financial ServicesCOM911$8.91 萬<0.1%00.0%不變歷史
CCKCrown Holdings, Inc.COM1,091$8.97 萬<0.1%00.0%不變歷史
LOWLowes Companies IncStock458$9.13 萬<0.1%00.0%不變歷史
CMCanadian Imperial Bank of CommerceCOM2,260$9.14 萬<0.1%+74+3.4%加碼歷史
ALKAlaska Air Group, Inc.COM2,149$9.23 萬<0.1%+234+12.2%加碼歷史
FTNTFortinet, Inc.Stock1,895$9.26 萬<0.1%00.0%不變歷史
JNPRJuniper Networks IncCOM2,902$9.27 萬<0.1%00.0%不變歷史
iShares Tr464288513IBOXX HI YD ETF1,264$9.31 萬<0.1%00.0%不變–
CVSCVS Health CorpStock1,016$9.47 萬<0.1%−145−12.5%減碼歷史
CAGConagra Brands Inc.Stock2,463$9.53 萬<0.1%−237−8.8%減碼歷史
PSXPhillips 66Stock922$9.59 萬<0.1%+1+0.1%加碼歷史
ORealty Income CorpREIT1,519$9.63 萬<0.1%+63+4.3%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F1,881$9.73 萬<0.1%+188+11.1%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF613$9.73 萬<0.1%−37−5.7%減碼–
AZNAstraZeneca PLCSPONSORED ADR1,457$9.88 萬<0.1%00.0%不變歷史
MSMorgan StanleyStock1,170$9.95 萬<0.1%00.0%不變歷史
MMM3M CoStock836$10.0 萬<0.1%+98+13.3%加碼歷史
PAYXPaychex IncStock870$10.1 萬<0.1%00.0%不變歷史
NRGNRG Energy, Inc.Stock3,188$10.1 萬<0.1%00.0%不變歷史
Vanguard S&P 500 ETF922908363ETF290$10.2 萬<0.1%+4+1.4%加碼–
BPBP PLCADR2,928$10.2 萬<0.1%+50+1.7%加碼歷史
Vanguard BD Index FDS921937793LONG TERM BOND1,459$10.6 萬<0.1%+1,459新進–
BCVBancroft Fund LtdCOM6,616$10.8 萬<0.1%+120+1.8%加碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK624$10.9 萬<0.1%00.0%不變歷史
AELAmerican National Group Inc.COM2,437$11.1 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL3,678$11.2 萬<0.1%00.0%不變–
DHRDanaher CorpStock427$11.3 萬<0.1%00.0%不變歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP3,334$11.4 萬<0.1%−1,596−32.4%減碼–
EWEdwards Lifesciences CorpStock1,534$11.4 萬<0.1%00.0%不變歷史
VRTXVertex Pharmaceuticals IncStock397$11.5 萬<0.1%00.0%不變歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF4,774$11.6 萬<0.1%00.0%不變–
Vanguard World FD921910733ESG US STK ETF1,761$11.6 萬<0.1%00.0%不變–
SYKStryker CorpStock497$12.2 萬<0.1%00.0%不變歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF2,632$12.3 萬<0.1%+444+20.3%加碼–
iShares Russell 2000 ETF464287655ETF710$12.4 萬<0.1%−744−51.2%減碼–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1,207$12.4 萬<0.1%+255+26.8%加碼–
GLDSPDR Gold TrustETF758$12.9 萬<0.1%00.0%不變歷史
TMUST-Mobile US, Inc.Stock920$12.9 萬<0.1%−26−2.7%減碼歷史
ABTAbbott LaboratoriesStock1,215$13.3 萬<0.1%−188−13.4%減碼歷史
LLYEli Lilly & CoStock368$13.5 萬<0.1%+10+2.8%加碼歷史
QCOMQualcomm IncStock1,228$13.5 萬<0.1%00.0%不變歷史
MELIMercadolibre IncCOM160$13.5 萬<0.1%00.0%不變歷史
TMOThermo Fisher Scientific Inc.Stock248$13.7 萬<0.1%00.0%不變歷史
EMREmerson Electric CoStock1,455$14.0 萬<0.1%−250−14.7%減碼歷史
TSLATesla, Inc.Stock1,154$14.2 萬<0.1%−142−11.0%減碼歷史
AEPAmerican Electric Power Co IncStock1,505$14.3 萬<0.1%+480+46.8%加碼歷史
MDLZMondelez International, Inc.Stock2,214$14.8 萬<0.1%−480−17.8%減碼歷史
NVDANVIDIA CorpStock1,032$15.1 萬<0.1%00.0%不變歷史
BMYBristol Myers Squibb CoStock2,115$15.2 萬<0.1%+10.0%加碼歷史
TJXTJX Companies IncStock1,928$15.3 萬<0.1%−80−4.0%減碼歷史
ADBEAdobe Inc.Stock457$15.4 萬<0.1%+24+5.5%加碼歷史
GISGeneral Mills IncStock1,854$15.5 萬<0.1%−92−4.7%減碼歷史
CATCaterpillar IncStock651$15.6 萬<0.1%00.0%不變歷史
DOWDow Inc.Stock3,117$15.7 萬<0.1%−21−0.7%減碼歷史
SRESempraStock1,019$15.7 萬<0.1%+4+0.4%加碼歷史
MSIMotorola Solutions, Inc.Stock616$15.9 萬<0.1%+1+0.2%加碼歷史
SHOPShopify Inc.Stock4,640$16.1 萬<0.1%−3,730−44.6%減碼歷史
QSRRestaurant Brands International Inc.COM2,513$16.3 萬<0.1%00.0%不變歷史
SJMJ M SMUCKER CoStock1,058$16.8 萬<0.1%+33+3.2%加碼歷史
iShares Inc464286707MSCI FRANCE ETF5,140$17.0 萬<0.1%+5,140新進–
iShares Tr464289875CORE 40 MODE ETF4,673$17.8 萬<0.1%−495−9.6%減碼–
TXNTexas Instruments IncStock1,090$18.0 萬<0.1%00.0%不變歷史
iShares Inc46434G822MSCI JAPAN ETF3,391$18.5 萬<0.1%+88+2.7%加碼–
WMTWalmart Inc.Stock1,305$18.5 萬<0.1%−600−31.5%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF1,836$19.9 萬0.1%+375+25.7%加碼–
SPDR Series Trust78468R200ST STR RATE ETF6,556$19.9 萬0.1%−2,351−26.4%減碼–
MCDMcDonalds CorpStock767$20.2 萬0.1%−600−43.9%減碼歷史
IBMInternational Business Machines CorpStock1,442$20.3 萬0.1%+27+1.9%加碼歷史
SSNCSS&C Technologies Holdings IncCOM3,986$20.8 萬0.1%−918−18.7%減碼歷史
CBChubb LtdStock990$21.8 萬0.1%00.0%不變歷史
DISWalt Disney CoStock2,535$22.0 萬0.1%−534−17.4%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF6,682$22.9 萬0.1%+4,273+177.4%加碼–
CVXChevron CorpStock1,285$23.1 萬0.1%−75−5.5%減碼歷史
UNHUnitedHealth Group IncStock442$23.4 萬0.1%+9+2.1%加碼歷史
SNASnap-on IncCOM1,031$23.6 萬0.1%00.0%不變歷史
Vanguard Ftse Developed Markets ETF921943858ETF5,711$24.0 萬0.1%+4+0.1%加碼–
BNYBank of New York Mellon CorpStock5,282$24.0 萬0.1%−86−1.6%減碼歷史
UNPUnion Pacific CorpStock1,165$24.1 萬0.1%−200−14.7%減碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN7,064$24.3 萬0.1%00.0%不變歷史
iShares Core S&P Mid-Cap ETF464287507ETF1,064$25.7 萬0.1%−87−7.6%減碼–
iShares Russell 1000 Value ETF464287598ETF1,750$26.5 萬0.1%+245+16.3%加碼–
ORCLOracle CorpStock3,266$26.7 萬0.1%−100−3.0%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF2,200$27.4 萬0.1%00.0%不變–

2022 年第 3 季之後清倉(51 檔)

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

McIlrath & Eck, LLC 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
AFLAflac IncStock8,476$47.6 萬0.1%歷史
iShares Tr46435G334MSCI UK ETF NEW5,466$14.3 萬<0.1%–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD7,500$12.1 萬<0.1%–
iShares Tr464288414NATIONAL MUN ETF786$8.10 萬<0.1%–
Elanco Animal Health Inc28414H202UNIT 02/01/2023T2,000$4.20 萬<0.1%–
AFGAmerican Financial Group IncCOM300$3.70 萬<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF804$3.60 萬<0.1%–
CMRECostamare Inc.SHS4,000$3.60 萬<0.1%歷史
MOSMosaic CoCOM700$3.40 萬<0.1%歷史
ATOAtmos Energy CorpCOM289$2.90 萬<0.1%歷史
KNSLKinsale Capital Group, Inc.Stock100$2.60 萬<0.1%歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS1,200$2.00 萬<0.1%歷史
IIFMorgan Stanley India Investment Fund, Inc.COM867$2.00 萬<0.1%歷史
CECelanese CorpStock200$1.80 萬<0.1%歷史
TSBKTimberland Bancorp IncCOM650$1.80 萬<0.1%歷史
Meridian Bioscience Inc589584101COM570$1.80 萬<0.1%–
TELTE Connectivity plcREG SHS150$1.70 萬<0.1%歷史
OCSLOaktree Specialty Lending CorpCOM2,492$1.50 萬<0.1%歷史
TTETotalEnergies SESPONSORED ADS250$1.20 萬<0.1%歷史
Two Harbors Investment Corp.90187B408COM NEW3,524$1.20 萬<0.1%–
CTSHCognizant Technology Solutions CorpCL A200$1.10 萬<0.1%歷史
PATKPatrick Industries IncCOM238$1.00 萬<0.1%歷史
CMECME Group Inc.COM50$9,000<0.1%歷史
ARWArrow Electronics, Inc.COM100$9,000<0.1%歷史
MFCManulife Financial CorpCOM600$9,000<0.1%歷史
UMCUnited Microelectronics CorpSPON ADR NEW1,535$9,000<0.1%歷史
CEGConstellation Energy CorpStock80$7,000<0.1%歷史
VanEck Morningstar Wide Moat ETF92189F643ETF120$7,000<0.1%–
TENBTenable Holdings, Inc.COM196$7,000<0.1%歷史
ATKRAtkore Inc.COM85$7,000<0.1%歷史
Invesco S&P 500 Quality ETF46137V241ETF160$6,000<0.1%–
Vanguard Financials ETF92204A405ETF80$6,000<0.1%–
Schwab U.S. Large-Cap Growth ETF808524300ETF86$5,000<0.1%–
GOLFAcushnet Holdings Corp.COM117$5,000<0.1%歷史
NETCloudflare, Inc.CL A COM93$5,000<0.1%歷史
FISFidelity National Information Services, Inc.Stock50$4,000<0.1%歷史
BLDQXO Insulation, LLCStock27$4,000<0.1%歷史
ALLEAllegion plcORD SHS50$4,000<0.1%歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD30$3,000<0.1%–
PKGPackaging Corp of AmericaStock18$2,000<0.1%歷史
GSBDGoldman Sachs BDC, Inc.SHS110$2,000<0.1%歷史
iShares Tr464287622RUS 1000 ETF9$2,000<0.1%–
SPDR Series Trust78464A490ST STR FTSE ETF54$2,000<0.1%–
EDITEditas Medicine, Inc.COM140$2,000<0.1%歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH59$2,000<0.1%歷史
ECOMChanneladvisor CorpCOM84$2,000<0.1%歷史
DJTTrump Media & Technology Group Corp.Stock34$1,000<0.1%歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW40$1,000<0.1%歷史
CLVSClovis Oncology, Inc.COM500$1,000<0.1%歷史
Vanguard Wellington FD921935300US LIQUIDITY11$1,000<0.1%–
ZYZymergen Inc.COM50$00.0%歷史