Csenge Advisory Group
- SEC CIK
- 0001715593
- 最新申報
- 2026/8/10
2024 年第 2 季到 2024 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
- 105 檔
- 估計 +$6,600 萬
- 加碼
- 294 檔
- 估計 +$1.08 億
- 減碼
- 284 檔
- 估計 −$6,607 萬
- 清倉
- 61 檔
- 估計 −$3,518 萬
總值從 $17.6 億變成 $19.2 億（+$1.56 億 (+8.8%)），持股從 662 檔變成 706 檔（+44）。
2024 年第 3 季全部持倉2024 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 3 季，下面灰字是 2024 年第 2 季。兩季之間拆股的股票，2024 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） |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 202,623198,469 | +4,154+2.1% | $1.17 億$1.08 億 | +$240.8 萬 | 6.1%6.1% | −0.01 |
| Invesco Exchange Traded FD T46137V357 | 加碼– | 568,493539,095 | +29,398+5.5% | $1.02 億$8,856 萬 | +$528.9 萬 | 5.3%5.0% | +0.31 |
| First Tr Exchange-Traded FD336917109 | 減碼– | 1,727,6561,740,756 | −13,100−0.8% | $7,275 萬$6,603 萬 | −$55.2 萬 | 3.8%3.7% | +0.05 |
| First Tr Exchange-Traded FD33739Q408 | 加碼– | 1,130,7701,107,874 | +22,896+2.1% | $6,779 萬$6,603 萬 | +$137.3 萬 | 3.5%3.7% | −0.21 |
| First Trust Rising Dividend Achievers ETF33738R506 | 減碼– | 1,083,4231,094,617 | −11,194−1.0% | $6,512 萬$5,993 萬 | −$67.3 萬 | 3.4%3.4% | −0.01 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 123,393119,008 | +4,385+3.7% | $6,088 萬$5,702 萬 | +$216.3 萬 | 3.2%3.2% | −0.06 |
| AAPLApple Inc. | 減碼歷史 | 211,074214,376 | −3,302−1.5% | $4,803 萬$4,515 萬 | −$75.1 萬 | 2.5%2.6% | −0.06 |
| First Tr Exchange-Traded FD33739Q200 | 加碼– | 704,891696,529 | +8,362+1.2% | $3,462 萬$3,347 萬 | +$41.1 萬 | 1.8%1.9% | −0.09 |
| NVDANVIDIA Corp | 減碼歷史 | 249,671271,902 | −22,231−8.2% | $3,366 萬$3,359 萬 | −$299.7 萬 | 1.8%1.9% | −0.15 |
| First Tr Exchange-Traded FD33738D804 | 減碼– | 1,651,4771,688,544 | −37,067−2.2% | $3,156 萬$3,164 萬 | −$70.8 萬 | 1.6%1.8% | −0.15 |
| First Tr Exchng Traded FD VI33740F888 | 加碼– | 1,194,7351,172,644 | +22,091+1.9% | $2,983 萬$2,867 萬 | +$55.2 萬 | 1.6%1.6% | −0.07 |
| GLDSPDR Gold Trust | 減碼歷史 | 120,320123,504 | −3,184−2.6% | $2,953 萬$2,655 萬 | −$78.2 萬 | 1.5%1.5% | +0.03 |
| MSFTMicrosoft Corp | 減碼歷史 | 69,50470,691 | −1,187−1.7% | $2,894 萬$3,160 萬 | −$49.4 萬 | 1.5%1.8% | −0.28 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 277,568287,611 | −10,043−3.5% | $2,690 萬$2,662 萬 | −$97.3 萬 | 1.4%1.5% | −0.11 |
| iShares Tr46434V803 | 減碼– | 620,946655,550 | −34,604−5.3% | $2,216 萬$2,331 萬 | −$123.5 萬 | 1.2%1.3% | −0.17 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 33,17632,035 | +1,141+3.6% | $1,932 萬$1,753 萬 | +$66.4 萬 | 1.0%1.0% | +0.01 |
| ProShares Tr74347R131 | 加碼– | 1,135,6651,038,738 | +96,927+9.3% | $1,852 萬$1,760 萬 | +$158.0 萬 | 1.0%1.0% | −0.03 |
| iShares Tr464288513 | 減碼– | 218,303261,900 | −43,597−16.6% | $1,737 萬$2,020 萬 | −$346.9 萬 | 0.9%1.1% | −0.24 |
| AMZNAmazon Com Inc | 加碼歷史 | 83,87479,173 | +4,701+5.9% | $1,584 萬$1,530 萬 | +$88.8 萬 | 0.8%0.9% | −0.04 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 266,083279,906 | −13,823−4.9% | $1,553 萬$1,525 萬 | −$80.7 萬 | 0.8%0.9% | −0.06 |
| Schwab U.S. Large-Cap ETF808524201 | 加碼– | 678,632215,456 | +463,176+215.0% | $1,553 萬$1,384 萬 | +$1,060 萬 | 0.8%0.8% | +0.02 |
| First Tr Exchange-Traded FD33738D606 | 新進– | 674,8970 | +674,897 | $1,469 萬$0 | +$1,469 萬 | 0.8%0.0% | +0.77 |
| SPDR Series Trust78464A201 | 減碼– | 149,613158,048 | −8,435−5.3% | $1,387 萬$1,357 萬 | −$78.2 萬 | 0.7%0.8% | −0.05 |
| iShares MSCI USA Quality Factor ETF46432F339 | 加碼– | 70,87266,746 | +4,126+6.2% | $1,286 萬$1,140 萬 | +$74.9 萬 | 0.7%0.6% | +0.02 |
| First Tr Exchange-Traded FD33734X184 | 加碼– | 323,514311,463 | +12,051+3.9% | $1,226 萬$1,030 萬 | +$45.7 萬 | 0.6%0.6% | +0.05 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | 加碼– | 76,85428,317 | +48,537+171.4% | $1,183 萬$412.7 萬 | +$746.9 萬 | 0.6%0.2% | +0.38 |
| GOOGLAlphabet Inc. | 減碼歷史 | 70,82572,132 | −1,307−1.8% | $1,156 萬$1,314 萬 | −$21.3 萬 | 0.6%0.7% | −0.14 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 89,81690,657 | −841−0.9% | $1,110 萬$1,044 萬 | −$10.4 萬 | 0.6%0.6% | −0.01 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 20,36115,840 | +4,521+28.5% | $1,085 萬$792.2 萬 | +$240.8 萬 | 0.6%0.4% | +0.12 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 27,41527,292 | +123+0.5% | $1,066 萬$1,021 萬 | +$4.78 萬 | 0.6%0.6% | −0.02 |
| iShares Tr46434V613 | 加碼– | 226,976180,074 | +46,902+26.0% | $1,052 萬$814.3 萬 | +$217.4 萬 | 0.5%0.5% | +0.09 |
| First Tr Exch Traded FD III33739E108 | 加碼– | 553,016552,886 | +1300.0% | $1,003 萬$959.8 萬 | +$2,356.9 | 0.5%0.5% | −0.02 |
| WMTWalmart Inc. | 加碼歷史 | 122,477122,173 | +304+0.2% | $981.0 萬$827.2 萬 | +$2.44 萬 | 0.5%0.5% | +0.04 |
| Pacer Trendpilot US Bond ETF69374H642 | 減碼– | 477,763506,014 | −28,251−5.6% | $971.8 萬$1,017 萬 | −$57.5 萬 | 0.5%0.6% | −0.07 |
| First Tr Exchange Traded FD33738R704 | 加碼– | 124,667121,461 | +3,206+2.6% | $949.3 萬$829.7 萬 | +$24.4 萬 | 0.5%0.5% | +0.02 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 139,028121,793 | +17,235+14.2% | $947.8 萬$779.5 萬 | +$117.5 萬 | 0.5%0.4% | +0.05 |
| First Tr Exchange Trad FD VI33739H101 | 減碼– | 388,495852,295 | −463,800−54.4% | $935.1 萬$2,038 萬 | −$1,116 萬 | 0.5%1.2% | −0.67 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 46,52845,225 | +1,303+2.9% | $923.3 萬$823.1 萬 | +$25.9 萬 | 0.5%0.5% | +0.01 |
| WisdomTree Tr97717W760 | 減碼– | 132,156178,436 | −46,280−25.9% | $889.3 萬$1,132 萬 | −$311.4 萬 | 0.5%0.6% | −0.18 |
| WisdomTree Tr97717W281 | 減碼– | 166,872177,871 | −10,999−6.2% | $882.1 萬$915.0 萬 | −$58.1 萬 | 0.5%0.5% | −0.06 |
| Franklin Templeton ETF Tr35473P769 | 加碼– | 215,036211,243 | +3,793+1.8% | $880.6 萬$842.0 萬 | +$15.5 萬 | 0.5%0.5% | −0.02 |
| First Tr Exchange-Traded FD33733E203 | 加碼– | 50,74745,427 | +5,320+11.7% | $873.9 萬$699.5 萬 | +$91.6 萬 | 0.5%0.4% | +0.06 |
| VanEck ETF Trust92189F106 | 新進– | 214,3810 | +214,381 | $858.6 萬$0 | +$858.6 萬 | 0.4%0.0% | +0.45 |
| MDYSPDR S&P Midcap 400 ETF Trust | 加碼歷史 | 14,24313,727 | +516+3.8% | $820.4 萬$734.5 萬 | +$29.7 萬 | 0.4%0.4% | +0.01 |
| HDHome Depot, Inc. | 加碼歷史 | 19,33718,196 | +1,141+6.3% | $796.5 萬$626.4 萬 | +$47.0 萬 | 0.4%0.4% | +0.06 |
| VanEck Semiconductor ETF92189F676 | 加碼– | 29,85028,274 | +1,576+5.6% | $766.2 萬$737.1 萬 | +$40.5 萬 | 0.4%0.4% | −0.02 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 65,60064,345 | +1,255+2.0% | $762.3 萬$686.3 萬 | +$14.6 萬 | 0.4%0.4% | +0.01 |
| LOWLowes Companies Inc | 加碼歷史 | 27,18527,107 | +78+0.3% | $749.6 萬$597.6 萬 | +$2.15 萬 | 0.4%0.3% | +0.05 |
| SPDR Series Trust78468R622 | 減碼– | 77,04592,085 | −15,040−16.3% | $745.7 萬$868.1 萬 | −$145.6 萬 | 0.4%0.5% | −0.10 |
| First Tr Exchange-Traded FD33734X119 | 加碼– | 110,124106,418 | +3,706+3.5% | $739.5 萬$685.7 萬 | +$24.9 萬 | 0.4%0.4% | 0.00 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 72,41771,676 | +741+1.0% | $720.5 萬$695.8 萬 | +$7.37 萬 | 0.4%0.4% | −0.02 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 32,10933,891 | −1,782−5.3% | $713.7 萬$685.5 萬 | −$39.6 萬 | 0.4%0.4% | −0.02 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 加碼– | 88,96486,084 | +2,880+3.3% | $705.0 萬$586.6 萬 | +$22.8 萬 | 0.4%0.3% | +0.03 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 39,96639,319 | +647+1.6% | $704.6 萬$630.7 萬 | +$11.4 萬 | 0.4%0.4% | +0.01 |
| METAMeta Platforms, Inc. | 加碼歷史 | 11,87511,317 | +558+4.9% | $700.5 萬$570.6 萬 | +$32.9 萬 | 0.4%0.3% | +0.04 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 減碼– | 73,83778,836 | −4,999−6.3% | $687.0 萬$718.0 萬 | −$46.5 萬 | 0.4%0.4% | −0.05 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 11,25410,901 | +353+3.2% | $673.1 萬$555.1 萬 | +$21.1 萬 | 0.4%0.3% | +0.04 |
| iShares Tr464287432 | 加碼– | 71,35234,535 | +36,817+106.6% | $668.6 萬$317.0 萬 | +$345.0 萬 | 0.3%0.2% | +0.17 |
| COSTCostco Wholesale Corp | 加碼歷史 | 7,3917,259 | +132+1.8% | $657.1 萬$617.0 萬 | +$11.7 萬 | 0.3%0.4% | −0.01 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 14,13212,711 | +1,421+11.2% | $650.4 萬$517.1 萬 | +$65.4 萬 | 0.3%0.3% | +0.05 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 32,30631,649 | +657+2.1% | $645.3 萬$577.8 萬 | +$13.1 萬 | 0.3%0.3% | +0.01 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 223,40073,278 | +150,122+204.9% | $637.6 萬$569.8 萬 | +$428.4 萬 | 0.3%0.3% | +0.01 |
| Doubleline ETF Trust25861R204 | 加碼– | 216,298216,162 | +136+0.1% | $636.1 萬$599.2 萬 | +$3,999.41 | 0.3%0.3% | −0.01 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 123,307118,044 | +5,263+4.5% | $615.8 萬$574.5 萬 | +$26.3 萬 | 0.3%0.3% | 0.00 |
| PGProcter & Gamble Co | 減碼歷史 | 35,72036,951 | −1,231−3.3% | $611.1 萬$609.4 萬 | −$21.1 萬 | 0.3%0.3% | −0.03 |
| BlackRock ETF Trust09290C103 | 加碼– | 120,46688,697 | +31,769+35.8% | $607.4 萬$416.3 萬 | +$160.2 萬 | 0.3%0.2% | +0.08 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 加碼– | 64,28161,882 | +2,399+3.9% | $591.4 萬$519.6 萬 | +$22.1 萬 | 0.3%0.3% | +0.01 |
| iShares Core Dividend Growth ETF46434V621 | 減碼– | 91,13991,586 | −447−0.5% | $576.7 萬$527.6 萬 | −$2.83 萬 | 0.3%0.3% | 0.00 |
| LLYEli Lilly & Co | 加碼歷史 | 5,9745,566 | +408+7.3% | $556.8 萬$504.0 萬 | +$38.0 萬 | 0.3%0.3% | 0.00 |
| AVGOBroadcom Inc. | 加碼依 10 比 1 拆股換算歷史 | 30,57930,290 | +289+1.0% | $554.9 萬$486.3 萬 | +$5.24 萬 | 0.3%0.3% | +0.01 |
| iShares Tr464287622 | 加碼– | 17,42117,410 | +11+0.1% | $553.7 萬$518.0 萬 | +$3,496.32 | 0.3%0.3% | −0.01 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 106,192103,719 | +2,473+2.4% | $552.1 萬$512.6 萬 | +$12.9 萬 | 0.3%0.3% | 0.00 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 18,95515,117 | +3,838+25.4% | $542.3 萬$404.4 萬 | +$109.8 萬 | 0.3%0.2% | +0.05 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 59,03452,167 | +6,867+13.2% | $540.7 萬$478.8 萬 | +$62.9 萬 | 0.3%0.3% | +0.01 |
| TSLATesla, Inc. | 加碼歷史 | 24,22823,848 | +380+1.6% | $527.7 萬$471.9 萬 | +$8.28 萬 | 0.3%0.3% | +0.01 |
| TDGTransDigm Group INC | 加碼歷史 | 3,7403,723 | +17+0.5% | $527.5 萬$475.7 萬 | +$2.40 萬 | 0.3%0.3% | +0.01 |
| CTASCintas Corp | 減碼依 4 比 1 拆股換算歷史 | 25,28528,540 | −3,255−11.4% | $526.1 萬$499.6 萬 | −$67.7 萬 | 0.3%0.3% | −0.01 |
| iShares Tr464289420 | 加碼– | 61,74752,940 | +8,807+16.6% | $508.4 萬$396.1 萬 | +$72.5 萬 | 0.3%0.2% | +0.04 |
| SOSouthern Co | 加碼歷史 | 56,87248,445 | +8,427+17.4% | $505.9 萬$375.8 萬 | +$75.0 萬 | 0.3%0.2% | +0.05 |
| KOCoca Cola Co | 減碼歷史 | 71,65172,251 | −600−0.8% | $498.5 萬$459.9 萬 | −$4.17 萬 | 0.3%0.3% | 0.00 |
| TFCTruist Financial Corp | 減碼歷史 | 113,501128,561 | −15,060−11.7% | $491.0 萬$499.5 萬 | −$65.1 萬 | 0.3%0.3% | −0.03 |
| TSCOTractor Supply Co | 加碼歷史 | 16,13516,130 | +50.0% | $489.5 萬$435.5 萬 | +$1,516.86 | 0.3%0.2% | +0.01 |
| Schwab U.S. Large-Cap Growth ETF808524300 | 加碼– | 184,64740,488 | +144,159+356.1% | $487.8 萬$408.3 萬 | +$380.9 萬 | 0.3%0.2% | +0.02 |
| iShares MSCI USA Momentum Factor ETF46432F396 | 減碼– | 21,82222,085 | −263−1.2% | $452.5 萬$430.4 萬 | −$5.45 萬 | 0.2%0.2% | −0.01 |
| VVisa Inc. | 加碼歷史 | 16,11415,571 | +543+3.5% | $447.7 萬$408.7 萬 | +$15.1 萬 | 0.2%0.2% | 0.00 |
| CVXChevron Corp | 加碼歷史 | 29,45129,264 | +187+0.6% | $445.9 萬$457.7 萬 | +$2.83 萬 | 0.2%0.3% | −0.03 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 減碼– | 75,81976,870 | −1,051−1.4% | $438.4 萬$411.5 萬 | −$6.08 萬 | 0.2%0.2% | 0.00 |
| ABBVAbbVie Inc. | 減碼歷史 | 22,55822,836 | −278−1.2% | $438.1 萬$391.7 萬 | −$5.40 萬 | 0.2%0.2% | +0.01 |
| CADECadence Bancorporation | 加碼歷史 | 132,785132,657 | +128+0.1% | $429.4 萬$375.2 萬 | +$4,139.52 | 0.2%0.2% | +0.01 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | 減碼– | 33,77539,472 | −5,697−14.4% | $420.7 萬$447.8 萬 | −$71.0 萬 | 0.2%0.3% | −0.03 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 51,10057,463 | −6,363−11.1% | $420.6 萬$450.1 萬 | −$52.4 萬 | 0.2%0.3% | −0.04 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | 加碼– | 21,05919,041 | +2,018+10.6% | $414.0 萬$347.3 萬 | +$39.7 萬 | 0.2%0.2% | +0.02 |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | 減碼歷史 | 248,124258,862 | −10,738−4.1% | $406.9 萬$382.9 萬 | −$17.6 萬 | 0.2%0.2% | −0.01 |
| Invesco Exchange Traded FD T46137V431 | 減碼– | 34,56336,973 | −2,410−6.5% | $370.0 萬$380.0 萬 | −$25.8 萬 | 0.2%0.2% | −0.02 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 加碼– | 15,85315,742 | +111+0.7% | $365.9 萬$356.1 萬 | +$2.56 萬 | 0.2%0.2% | −0.01 |
| GOOGAlphabet Inc. | 減碼歷史 | 21,64122,335 | −694−3.1% | $356.0 萬$409.7 萬 | −$11.4 萬 | 0.2%0.2% | −0.05 |
| DUKDuke Energy CORP | 加碼歷史 | 30,98130,573 | +408+1.3% | $353.7 萬$306.4 萬 | +$4.66 萬 | 0.2%0.2% | +0.01 |
| iShares Tr464288877 | 加碼– | 62,37928,267 | +34,112+120.7% | $353.1 萬$149.9 萬 | +$193.1 萬 | 0.2%0.1% | +0.10 |
| First Tr Exchange-Traded FD33738D796 | 加碼– | 166,432157,322 | +9,110+5.8% | $353.0 萬$321.4 萬 | +$19.3 萬 | 0.2%0.2% | 0.00 |
| JNJJohnson & Johnson | 減碼歷史 | 21,84322,875 | −1,032−4.5% | $352.7 萬$334.3 萬 | −$16.7 萬 | 0.2%0.2% | −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。