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McIlrath & Eck, LLC

SEC CIK
0001701714
最新申報
2026/5/19

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/5/16 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
926
較 2024 年第 4 季 −47
總值
$8.14 億
較 2024 年第 4 季 +$2,990 萬 (+3.8%)
申報日
2025/5/16
SEC
McIlrath & Eck, LLC 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
FSBWFS Bancorp, Inc.COM700$2.66 萬<0.1%00.0%不變歷史
AZOAutoZone IncCOM7$2.67 萬<0.1%−14−66.7%減碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF2,386$2.68 萬<0.1%00.0%不變–
CSGPCostar Group, Inc.COM338$2.68 萬<0.1%00.0%不變歷史
GFFGriffon CorpCOM376$2.69 萬<0.1%00.0%不變歷史
ARCCAres Capital CorpCEF1,222$2.71 萬<0.1%00.0%不變歷史
ADMArcher-Daniels-Midland CoStock571$2.74 萬<0.1%00.0%不變歷史
ADIAnalog Devices IncStock136$2.75 萬<0.1%00.0%不變歷史
WELLWelltower Inc.REIT184$2.82 萬<0.1%00.0%不變歷史
Vanguard World FD921910816MEGA GRWTH IND92$2.83 萬<0.1%−868−90.4%減碼–
SPDR Series Trust78468R408ST TERM HIGH ETF1,126$2.83 萬<0.1%00.0%不變–
AFCGAdvanced Flower Capital Inc.COM5,112$2.85 萬<0.1%−100−1.9%減碼歷史
GDVGabelli Dividend & Income TrustCOM1,185$2.86 萬<0.1%00.0%不變歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A24$2.90 萬<0.1%00.0%不變歷史
WDAYWorkday, Inc.CL A125$2.92 萬<0.1%00.0%不變歷史
VSTVistra Corp.Stock249$2.92 萬<0.1%00.0%不變歷史
UMBFUmb Financial CorpCOM291$2.94 萬<0.1%+291新進歷史
CAGConagra Brands Inc.Stock1,108$2.96 萬<0.1%−669−37.6%減碼歷史
BRYBerry Corp (bry)COM9,230$2.96 萬<0.1%00.0%不變歷史
FSKFS KKR Capital CorpCOM1,421$2.98 萬<0.1%−675−32.2%減碼歷史
iShares Tr464288687PFD AND INCM SEC970$2.98 萬<0.1%00.0%不變–
DEODiageo PLCSPON ADR NEW285$2.99 萬<0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF122$2.99 萬<0.1%00.0%不變–
NGGNational Grid PLCSPONSORED ADR NE456$2.99 萬<0.1%00.0%不變歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT900$3.01 萬<0.1%00.0%不變–
UBSUBS Group AGStock991$3.04 萬<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM408$3.05 萬<0.1%+48+13.3%加碼歷史
IRTIndependence Realty Trust, Inc.COM1,439$3.06 萬<0.1%00.0%不變歷史
MOHMolina Healthcare, Inc.COM93$3.06 萬<0.1%00.0%不變歷史
ENBEnbridge IncStock697$3.09 萬<0.1%+4+0.6%加碼歷史
Alps ETF Tr00162Q452ALERIAN MLP599$3.11 萬<0.1%00.0%不變–
iShares Tr464288646ISHS 1-5YR INVS604$3.16 萬<0.1%00.0%不變–
FFord Motor CoStock3,168$3.18 萬<0.1%+460+17.0%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF1,197$3.18 萬<0.1%00.0%不變–
SOSouthern CoStock350$3.22 萬<0.1%−25−6.7%減碼歷史
WTWWillis Towers Watson PLCSHS96$3.24 萬<0.1%00.0%不變歷史
BDXBecton Dickinson & CoStock142$3.25 萬<0.1%00.0%不變歷史
WUWestern Union COStock3,080$3.26 萬<0.1%00.0%不變歷史
State Street SPDR S&P Bank ETF78464A797ETF623$3.30 萬<0.1%00.0%不變–
Vanguard Utilities ETF92204A876ETF195$3.33 萬<0.1%00.0%不變–
iShares Tr464288257MSCI ACWI ETF298$3.46 萬<0.1%−110−27.0%減碼–
SPDR Series Trust78468R200ST STR RATE ETF1,135$3.50 萬<0.1%00.0%不變–
DOCUDocuSign, Inc.Stock432$3.52 萬<0.1%00.0%不變歷史
Ea Series Trust02072L680STRIVE 500 ETF981$3.54 萬<0.1%−393−28.6%減碼–
PVHPVH Corp.COM553$3.57 萬<0.1%00.0%不變歷史
LINCLincoln Educational Services CorpCOM2,267$3.60 萬<0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock66$3.61 萬<0.1%−93−58.5%減碼歷史
LUVSouthwest Airlines CoCOM1,080$3.63 萬<0.1%−75−6.5%減碼歷史
CEGConstellation Energy CorpStock180$3.63 萬<0.1%+165+1,100.0%加碼歷史
DISWalt Disney CoStock372$3.67 萬<0.1%+17+4.8%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF842$3.68 萬<0.1%00.0%不變–
Dimensional U.S. Targeted Value ETF25434V609ETF716$3.68 萬<0.1%+1+0.1%加碼–
MELIMercadolibre IncCOM19$3.71 萬<0.1%+15+375.0%加碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF231$3.73 萬<0.1%00.0%不變–
NOCNorthrop Grumman CorpStock74$3.76 萬<0.1%00.0%不變歷史
TRUPTrupanion, Inc.COM1,011$3.77 萬<0.1%00.0%不變歷史
GLWCorning IncCOM832$3.81 萬<0.1%+1+0.1%加碼歷史
iShares Tr464288588MBS ETF409$3.84 萬<0.1%+230+128.5%加碼–
WPCW. P. Carey Inc.COM614$3.88 萬<0.1%00.0%不變歷史
RVTRoyce Small-Cap Trust, Inc.COM2,734$3.89 萬<0.1%+55+2.1%加碼歷史
MSGSMadison Square Garden Sports Corp.CL A200$3.89 萬<0.1%00.0%不變歷史
RCIRogers Communications IncCL B1,459$3.90 萬<0.1%−297−16.9%減碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF300$3.94 萬<0.1%+34+12.8%加碼–
iShares Tr464288406MRGSTR MD CP VAL540$4.01 萬<0.1%00.0%不變–
iShares Inc46434G863ESG AWR MSCI EM1,160$4.05 萬<0.1%−23−1.9%減碼–
iShares Tr4642874571 3 YR TREAS BD491$4.06 萬<0.1%00.0%不變–
ETF Calvert US Mid-Cap Core61774R403CALVERT US MDCP724$4.11 萬<0.1%+724新進–
HFWAHeritage Financial CorpCOM1,698$4.13 萬<0.1%00.0%不變歷史
RCLRoyal Caribbean Cruises LtdCOM201$4.14 萬<0.1%00.0%不變歷史
AESAES CorpStock3,347$4.16 萬<0.1%00.0%不變歷史
RMBSRambus IncCOM804$4.16 萬<0.1%+804新進歷史
NVSNovartis AGADR375$4.18 萬<0.1%00.0%不變歷史
KOCoca Cola CoStock585$4.19 萬<0.1%−3,300−84.9%減碼歷史
ACREAres Commercial Real Estate CorpCOM9,087$4.21 萬<0.1%00.0%不變歷史
iShares Tr46436E551ESG SELECT SCRE1,083$4.23 萬<0.1%00.0%不變–
EAElectronic Arts Inc.COM293$4.23 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF2,063$4.27 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V617WORLD EQUITY ETF698$4.28 萬<0.1%+13+1.9%加碼–
iShares S&P 500 Value ETF464287408ETF225$4.29 萬<0.1%00.0%不變–
MMSMaximus, Inc.COM631$4.30 萬<0.1%00.0%不變歷史
MDTMedtronic plcStock481$4.32 萬<0.1%+71+17.3%加碼歷史
Global X FDS37954Y889S&P 500 CATHOLIC643$4.34 萬<0.1%00.0%不變–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF173$4.36 萬<0.1%00.0%不變–
Schwab U.S. Large-Cap Growth ETF808524300ETF1,748$4.38 萬<0.1%00.0%不變–
CVSCVS Health CorpStock647$4.39 萬<0.1%−60−8.5%減碼歷史
TCPCBlackRock TCP Capital Corp.COM5,489$4.40 萬<0.1%00.0%不變歷史
SPGIS&P Global Inc.Stock87$4.42 萬<0.1%00.0%不變歷史
GPCGenuine Parts CoStock376$4.48 萬<0.1%00.0%不變歷史
GMGeneral Motors CoCOM954$4.49 萬<0.1%00.0%不變歷史
VALEVale S.A.SPONSORED ADS4,507$4.50 萬<0.1%00.0%不變歷史
VTRVentas, Inc.REIT657$4.52 萬<0.1%00.0%不變歷史
UNMUnum GroupStock555$4.52 萬<0.1%00.0%不變歷史
CBOECboe Global Markets, Inc.COM200$4.53 萬<0.1%00.0%不變歷史
REVGREV Group, Inc.COM1,435$4.53 萬<0.1%00.0%不變歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF998$4.74 萬<0.1%−46−4.4%減碼–
LNTAlliant Energy CorpStock737$4.74 萬<0.1%00.0%不變歷史
LMTLockheed Martin CorpStock107$4.77 萬<0.1%+66+161.0%加碼歷史
SHWSherwin Williams CoCOM139$4.86 萬<0.1%−10−6.7%減碼歷史
Dimensional ETF Trust25434V674GLOBAL SUSTAINA946$4.87 萬<0.1%00.0%不變–
Fidelity Covington Trust316092113ENHANCED LARGE1,573$4.91 萬<0.1%+5+0.3%加碼–

2024 年第 4 季之後清倉(93 檔)

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

McIlrath & Eck, LLC 在 2024 年第 4 季之後清倉的部位
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
UANCVR Partners, LPCOM1,803$13.7 萬<0.1%歷史
CCICrown Castle Inc.REIT1,426$12.9 萬<0.1%歷史
LAMRLamar Advertising CoREIT707$8.61 萬<0.1%歷史
FDUSFidus Investment CorpCOM3,025$6.36 萬<0.1%歷史
YELPYelp IncCL A1,621$6.27 萬<0.1%歷史
ACGLArch Capital Group Ltd.Stock666$6.15 萬<0.1%歷史
MKLMarkel Group Inc.COM29$5.01 萬<0.1%歷史
RMDResmed IncCOM210$4.80 萬<0.1%歷史
DMCDel Monte CorpORD1,442$4.79 萬<0.1%歷史
Franklin Templeton ETF Tr35473P611LIBERTY INTL2,290$4.64 萬<0.1%–
DBOInvesco DB Oil FundOIL FD3,200$4.58 萬<0.1%歷史
CBZCBIZ, Inc.COM557$4.56 萬<0.1%歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF317$3.63 萬<0.1%–
ANETArista Networks, Inc.Stock320$3.54 萬<0.1%歷史
Barrick Gold Corp067901108COM2,274$3.52 萬<0.1%–
TTDTrade Desk, Inc.Stock290$3.41 萬<0.1%歷史
HTLFHeartland Financial USA IncCOM532$3.26 萬<0.1%歷史
KKRKKR & Co. Inc.COM175$2.59 萬<0.1%歷史
PEverpure, Inc.CL A400$2.46 萬<0.1%歷史
DECKDeckers Outdoor CorpCOM120$2.44 萬<0.1%歷史
PMPhilip Morris International Inc.Stock200$2.41 萬<0.1%歷史
UTFCohen & Steers Infrastructure Fund IncCOM900$2.16 萬<0.1%歷史
AKAMAkamai Technologies IncCOM223$2.13 萬<0.1%歷史
iShares Tr464287846DOW JONES US ETF147$2.10 萬<0.1%–
iShares Tr464288760US AER DEF ETF140$2.03 萬<0.1%–
APDAir Products & Chemicals, Inc.Stock67$1.94 萬<0.1%歷史
WNCWabash National CorpCOM866$1.48 萬<0.1%歷史
BRSPBrightSpire Capital, Inc.COM CL A2,448$1.38 萬<0.1%歷史
CVCOCavco Industries, Inc.COM30$1.34 萬<0.1%歷史
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT200$1.32 萬<0.1%–
NXQuanex Building Products CORPCOM541$1.31 萬<0.1%歷史
MPLXMPLX LPCOM UNIT REP LTD255$1.22 萬<0.1%歷史
DYDycom Industries IncCOM69$1.20 萬<0.1%歷史
CLSCelestica IncStock129$1.19 萬<0.1%歷史
SWKStanley Black & Decker, Inc.COM134$1.08 萬<0.1%歷史
GPNGlobal Payments IncStock83$9,301<0.1%歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN250$9,273<0.1%歷史
PJTPJT Partners Inc.COM CL A57$8,995<0.1%歷史
CARRCarrier Global CorpStock125$8,533<0.1%歷史
GOLFAcushnet Holdings Corp.COM117$8,316<0.1%歷史
IMMRImmersion CorpCOM951$8,302<0.1%歷史
Fidelity Covington Trust316092303CONSMR STAPLES159$7,859<0.1%–
Global X FDS37954Y384CYBRSCURTY ETF244$7,839<0.1%–
QLYSQualys, Inc.COM55$7,712<0.1%歷史
Lithium Americas Argentina Cor Com Shs53681K100Stock2,739$7,176<0.1%–
MTCHMatch Group, Inc.COM196$6,411<0.1%歷史
State Street SPDR S&P Biotech ETF78464A870ETF70$6,304<0.1%–
DXCMDexcom IncCOM80$6,222<0.1%歷史
VRSKVerisk Analytics, Inc.COM22$6,059<0.1%歷史
PAYXPaychex IncStock43$6,029<0.1%歷史
NFGNational Fuel Gas CoStock95$5,765<0.1%歷史
STZConstellation Brands, Inc.Stock25$5,525<0.1%歷史
BKSYBlackSky Technology Inc.CL A NEW500$5,395<0.1%歷史
OKLOOklo Inc.COM CL A250$5,308<0.1%歷史
AVTAvnet IncCOM100$5,232<0.1%歷史
MGMMGM Resorts InternationalStock150$5,198<0.1%歷史
CECelanese CorpStock75$5,191<0.1%歷史
CTRACoterra Energy Inc.Stock199$5,082<0.1%歷史
SKXSkechers USA IncCL A72$4,841<0.1%歷史
LMNDLemonade, Inc.Stock130$4,768<0.1%歷史
CRLCharles River Laboratories International, Inc.COM25$4,615<0.1%歷史
LYBLyondellBasell Industries N.V.SHS - A -60$4,456<0.1%歷史
NVECNve CorpCOM NEW50$4,072<0.1%歷史
iShares Tr464287556ISHARES BIOTECH30$3,966<0.1%–
COOCooper Companies, Inc.COM40$3,677<0.1%歷史
Amplify ETF Tr032108631AMPLIFY ALTERNAT1,571$3,519<0.1%–
EHCEncompass Health CorpCOM37$3,417<0.1%歷史
POWLPowell Industries IncStock15$3,325<0.1%歷史
STESTERIS plcSHS USD15$3,083<0.1%歷史
MDLZMondelez International, Inc.Stock50$2,987<0.1%歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM125$2,613<0.1%歷史
CARSCars.com Inc.COM150$2,600<0.1%歷史
ALLAllstate CorpStock12$2,313<0.1%歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF25$1,947<0.1%–
WERNWerner Enterprises IncCOM44$1,580<0.1%歷史
SLIStandard Lithium Ltd.COM1,000$1,460<0.1%歷史
SPDR Series Trust78464A722ST STR SP PHARMA30$1,290<0.1%–
DOWDow Inc.Stock31$1,244<0.1%歷史
iShares Tr46434V647GLOBAL REIT ETF40$959<0.1%–
TGNATegna IncCOM50$915<0.1%歷史
PPLIPeople IncCOM NEW19$820<0.1%歷史
DNNDenison Mines Corp.COM400$720<0.1%歷史
MATMattel IncCOM39$691<0.1%歷史
BHCBausch Health Companies Inc.Stock72$580<0.1%歷史
EQXEquinox Gold Corp.COM110$552<0.1%歷史
SUNSSunrise Realty Trust, Inc.COM33$465<0.1%歷史
GAUGaliano Gold Inc.COM250$308<0.1%歷史
MANHManhattan Associates IncStock1$270<0.1%歷史
SLSRSolaris Resources Inc.Equities27$84<0.1%歷史
TDAYUSA TODAY Co., Inc.COM13$66<0.1%歷史
ALARAlarum Technologies Ltd.ADR6$64<0.1%歷史
GTXGarrett Motion Inc.Stock3$27<0.1%歷史
NKLANikola CorpCOM NEW1$1<0.1%歷史