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Csenge Advisory Group

SEC CIK
0001715593
最新申報
2026/8/10

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/5/5 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
662
較 2024 年第 4 季 −32
總值
$17.6 億
較 2024 年第 4 季 −$7,885 萬 (−4.3%)
申報日
2025/5/5
SEC
Csenge Advisory Group 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
SPYSPDR S&P 500 ETF TrustETF196,409$1.03 億5.9%−280.0%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT589,813$9,594 萬5.4%+13,932+2.4%加碼–
First Tr Exchange-Traded FD336917109SHS1,773,862$7,106 萬4.0%+32,632+1.9%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW1,183,880$7,094 萬4.0%+55,898+5.0%加碼–
First Trust Rising Dividend Achievers ETF33738R506ETF1,101,361$6,019 萬3.4%−14,602−1.3%減碼–
Invesco QQQ Trust Series I46090E103ETF135,049$5,998 萬3.4%+11,399+9.2%加碼–
AAPLApple Inc.Stock177,088$3,488 萬2.0%−4,918−2.7%減碼歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT712,177$3,485 萬2.0%+7,202+1.0%加碼–
First Tr Exchange-Traded FD33738D804LTD DUR INVT ETF1,821,335$3,450 萬2.0%+7,952+0.4%加碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF1,184,468$2,916 萬1.7%+10,046+0.9%加碼–
GLDSPDR Gold TrustETF74,312$2,275 萬1.3%−33,279−30.9%減碼歷史
iShares S&P 500 Growth ETF464287309ETF253,869$2,246 萬1.3%−4,184−1.6%減碼–
MSFTMicrosoft CorpStock59,791$2,199 萬1.2%−1,106−1.8%減碼歷史
First Tr Exchange Traded FD33741X102SMID RISNG ETF656,487$2,057 萬1.2%+428,508+188.0%加碼–
Schwab U.S. Large-Cap ETF808524201ETF947,696$1,970 萬1.1%+177,969+23.1%加碼–
First Tr Exchange-Traded FD33738D606LNG DUR OPRTUN855,776$1,824 萬1.0%+184,691+27.5%加碼–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD666,770$1,632 萬0.9%+288,018+76.0%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF175,164$1,605 萬0.9%+105,867+152.8%加碼–
iShares Core S&P 500 ETF464287200ETF30,244$1,599 萬0.9%−1,257−4.0%減碼–
ProShares Tr74347R131SHRT HGH YIELD919,710$1,499 萬0.9%+874,158+1,919.0%加碼–
NVDANVIDIA CorpStock131,718$1,337 萬0.8%+1,460+1.1%加碼歷史
AMZNAmazon Com IncStock76,028$1,312 萬0.7%−1,828−2.3%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF76,068$1,228 萬0.7%+5,361+7.6%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF242,010$1,215 萬0.7%−7,110−2.9%減碼–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF672,487$1,159 萬0.7%+82,421+14.0%加碼–
iShares Tr46434V803HDG MSCI EAFE324,774$1,117 萬0.6%+16,471+5.3%加碼–
WMTWalmart Inc.Stock114,777$1,070 萬0.6%−3,665−3.1%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF253,570$1,063 萬0.6%+8,362+3.4%加碼–
iShares Tr46434V613CORE UNIVRSL USD227,968$1,038 萬0.6%+12,621+5.9%加碼–
SPDR Series Trust78464A201ST STR SP600GRWO129,703$1,010 萬0.6%−5,941−4.4%減碼–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW319,981$988.4 萬0.6%+309,421+2,930.1%加碼–
JPMJPMorgan Chase & CoStock41,701$967.3 萬0.5%+6,988+20.1%加碼歷史
First Tr Exchange-Traded FD33734X184UTILITIES ALPH237,424$964.4 萬0.5%−90,855−27.7%減碼–
Vanguard S&P 500 ETF922908363ETF19,836$959.8 萬0.5%−181−0.9%減碼–
iShares S&P 500 Value ETF464287408ETF54,090$959.4 萬0.5%+6,990+14.8%加碼–
SPDR Series Trust78468R606ST PORT HIGH ETF409,193$940.7 萬0.5%+1,859+0.5%加碼–
XOMExxonMobil Holdings CorpCOM80,698$862.8 萬0.5%−9,705−10.7%減碼歷史
GOOGLAlphabet Inc.Stock56,317$851.3 萬0.5%−1,174−2.0%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF86,691$848.4 萬0.5%+2,772+3.3%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF16,723$839.1 萬0.5%+2,245+15.5%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF23,397$823.9 萬0.5%−811−3.4%減碼–
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH54,039$822.7 萬0.5%+2,304+4.5%加碼–
BRK.BBerkshire Hathaway IncStock14,431$747.9 萬0.4%−209−1.4%減碼歷史
WisdomTree Tr97717W281EMG MKTS SMCAP155,768$739.1 萬0.4%−2,923−1.8%減碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF65,773$725.7 萬0.4%+65,773新進–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 117,869$699.3 萬0.4%+14,223+390.1%加碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF75,820$687.7 萬0.4%−1,951−2.5%減碼–
VanEck Semiconductor ETF92189F676ETF34,900$671.9 萬0.4%+1,066+3.2%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT145,460$668.1 萬0.4%+17,874+14.0%加碼–
TSLATesla, Inc.Stock27,025$652.3 萬0.4%+4,221+18.5%加碼歷史
WisdomTree Tr97717W760INTL SMCAP DIV97,005$642.7 萬0.4%−14,518−13.0%減碼–
Vanguard Dividend Appreciation ETF921908844ETF33,915$623.6 萬0.4%+85+0.3%加碼–
COSTCostco Wholesale CorpStock6,221$618.7 萬0.4%+385+6.6%加碼歷史
Invesco Exch Traded FD Tr II46138E628KBW BK ETF107,560$610.5 萬0.3%+107,560新進–
iShares MSCI USA Min Vol Factor ETF46429B697ETF67,596$608.6 萬0.3%+1,886+2.9%加碼–
Vanguard Total International Bond ETF92203J407ETF121,958$600.8 萬0.3%−857−0.7%減碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF96,090$595.0 萬0.3%−35,320−26.9%減碼–
HDHome Depot, Inc.Stock16,530$586.9 萬0.3%+1,376+9.1%加碼歷史
LOWLowes Companies IncStock26,566$581.8 萬0.3%−241−0.9%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF28,976$566.0 萬0.3%+1,340+4.8%加碼–
iShares Core Dividend Growth ETF46434V621ETF93,678$545.4 萬0.3%+1,284+1.4%加碼–
PGProcter & Gamble CoStock31,802$542.6 萬0.3%−2,553−7.4%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF106,823$542.1 萬0.3%+2,562+2.5%加碼–
iShares Tr464287622RUS 1000 ETF18,441$532.8 萬0.3%+226+1.2%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF222,461$527.0 萬0.3%+32,685+17.2%加碼–
iShares Tr46428743220 YR TR BD ETF59,417$520.1 萬0.3%−11,874−16.7%減碼–
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INCCOM340,559$512.9 萬0.3%+94,306+38.3%加碼歷史
Vanguard Morningstar Value ETF922908744ETF31,057$502.4 萬0.3%−1,553−4.8%減碼–
SOSouthern CoStock53,734$493.3 萬0.3%−3,167−5.6%減碼歷史
KOCoca Cola CoStock67,227$490.8 萬0.3%+1,082+1.6%加碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF48,765$489.0 萬0.3%+21,818+81.0%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF18,828$487.2 萬0.3%+2,652+16.4%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF62,180$483.6 萬0.3%−26,413−29.8%減碼–
METAMeta Platforms, Inc.Stock9,539$478.4 萬0.3%+1,019+12.0%加碼歷史
CTASCintas CorpStock23,218$477.7 萬0.3%−1,708−6.9%減碼歷史
iShares MSCI Eafe ETF464287465ETF58,693$476.0 萬0.3%+4,456+8.2%加碼–
PMPhilip Morris International Inc.Stock28,977$472.9 萬0.3%+1,495+5.4%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF49,009$472.0 萬0.3%−24,488−33.3%減碼–
DUKDuke Energy CORPStock36,792$448.1 萬0.3%+1,818+5.2%加碼歷史
Schwab US Dividend Equity ETF808524797ETF171,511$436.0 萬0.2%−57,829−25.2%減碼–
VVisa Inc.Stock13,146$433.3 萬0.2%−1,339−9.2%減碼歷史
ABBVAbbVie Inc.Stock25,040$433.2 萬0.2%+2,926+13.2%加碼歷史
TAT&T Inc.Stock158,857$431.3 萬0.2%+13,952+9.6%加碼歷史
UNHUnitedHealth Group IncStock9,492$431.1 萬0.2%−353−3.6%減碼歷史
iShares Tr464289420RUS TP200 VL ETF55,894$430.6 萬0.2%+460+0.8%加碼–
First Tr Exchange-Traded FD33738D796INTER GRADE ETF205,114$421.1 萬0.2%+3,029+1.5%加碼–
iShares Tr464288513IBOXX HI YD ETF53,908$419.2 萬0.2%−147,295−73.2%減碼–
iShares S&P 100 ETF464287101ETF16,291$413.9 萬0.2%+5,497+50.9%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF79,201$411.6 萬0.2%+2,975+3.9%加碼–
TSCOTractor Supply CoCOM80,784$405.2 萬0.2%+146+0.2%加碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF36,050$400.1 萬0.2%+309+0.9%加碼–
DBX ETF Tr233051200XTRACK MSCI EAFE97,129$397.3 萬0.2%+10,346+11.9%加碼–
TDGTransDigm Group INCCOM2,940$393.3 萬0.2%−745−20.2%減碼歷史
CVXChevron CorpStock28,172$388.4 萬0.2%−3,017−9.7%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF20,704$383.9 萬0.2%−2,120−9.3%減碼–
IBMInternational Business Machines CorpStock16,025$382.7 萬0.2%+1,368+9.3%加碼歷史
iShares Tr464288877EAFE VALUE ETF65,333$382.5 萬0.2%−3,990−5.8%減碼–
LLYEli Lilly & CoStock4,331$363.8 萬0.2%−273−5.9%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF99,521$361.4 萬0.2%+22,366+29.0%加碼–
Harbor ETF Trust41151J505COMM ALL WEA ETF149,502$358.5 萬0.2%+149,502新進–

2024 年第 4 季之後清倉(96 檔)

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

Csenge Advisory Group 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
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA217,595$824.7 萬0.4%–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE68,031$811.9 萬0.4%–
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE113,681$728.2 萬0.4%–
LAMRLamar Advertising CoREIT16,909$205.9 萬0.1%歷史
VRTVertiv Holdings CoCOM CL A17,934$203.7 萬0.1%歷史
STRLSterling Infrastructure, Inc.COM10,861$183.0 萬0.1%歷史
iShares Tr46438G588LARG CAP SEP ETF68,520$172.7 萬0.1%–
iShares Tr464288562RESIDENTIAL MULT20,719$167.9 萬0.1%–
EIXEdison InternationalStock18,297$146.1 萬0.1%歷史
iShares Tr464288729GLOB INDSTRL ETF6,567$92.7 萬0.1%–
TTDTrade Desk, Inc.Stock7,379$86.7 萬<0.1%歷史
iShares Russell Top 200 Growth ETF464289438ETF3,177$74.7 萬<0.1%–
PNRPENTAIR plcSHS7,425$74.7 萬<0.1%歷史
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF18,585$72.6 萬<0.1%–
iShares Tr464287572GLOBAL 100 ETF6,980$70.3 萬<0.1%–
ProShares Tr74347G705ULTRA ENERGY17,663$63.7 萬<0.1%–
Global X FDS37950E648GBL X FTSE ETF33,839$54.0 萬<0.1%–
iShares Tr46435U713US INFRASTRUC11,553$53.5 萬<0.1%–
PSNParsons CorpCOM4,902$45.2 萬<0.1%歷史
LPXLouisiana-Pacific CorpCOM4,363$45.2 萬<0.1%歷史
iShares Tr464288752US HOME CONS ETF4,186$43.3 萬<0.1%–
MRVLMarvell Technology, Inc.COM3,893$43.0 萬<0.1%歷史
SGSweetgreen, Inc.COM CL A13,295$42.6 萬<0.1%歷史
GMGeneral Motors CoCOM7,954$42.4 萬<0.1%歷史
DKSDick's Sporting Goods, Inc.Stock1,845$42.2 萬<0.1%歷史
FUTUFutu Holdings LtdSPON ADS CL A5,276$42.2 萬<0.1%歷史
MYIBlackRock Muniyield Quality Fund III, Inc.COM37,500$41.4 萬<0.1%歷史
CIBGrupo Cibest S.A.SPON ADR PREF12,973$40.9 萬<0.1%歷史
iShares Russell Mid-Cap Growth ETF464287481ETF3,198$40.5 萬<0.1%–
CSLCarlisle Companies IncCOM1,083$39.9 萬<0.1%歷史
FRTFederal Realty Investment TrustSH BEN INT NEW3,527$39.5 萬<0.1%歷史
iShares Tr464287630RUS 2000 VAL ETF2,330$38.3 萬<0.1%–
HUBBHubbell IncCOM886$37.1 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U208FT VEST US EQT7,571$37.1 萬<0.1%–
ESIElement Solutions IncCOM14,469$36.8 萬<0.1%歷史
iShares Select U.S. REIT ETF464287564ETF5,747$34.6 萬<0.1%–
VanEck ETF Trust92189F536LONG MUNI ETF19,261$34.4 萬<0.1%–
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS14,690$34.4 萬<0.1%–
LULUlululemon athletica inc.Stock854$32.6 萬<0.1%歷史
COOPMaverick Merger Sub 2, LLCCOM3,329$32.0 萬<0.1%歷史
WTWWillis Towers Watson PLCSHS976$30.6 萬<0.1%歷史
Simplify Exchange Traded Fun82889N640TREASURY OPT INC12,288$30.2 萬<0.1%–
WHRWhirlpool CorpStock2,612$29.9 萬<0.1%歷史
First Trust Dow Jones Internet Index Fund33733E302ETF1,224$29.8 萬<0.1%–
REGNRegeneron Pharmaceuticals, Inc.COM387$27.6 萬<0.1%歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF4,656$27.5 萬<0.1%–
NICENICE Ltd.SPONSORED ADR1,599$27.2 萬<0.1%歷史
TMHCTaylor Morrison Home CorpCOM4,388$26.9 萬<0.1%歷史
Alps ETF Tr00162Q452ALERIAN MLP5,556$26.8 萬<0.1%–
First Trust Cloud Computing ETF33734X192ETF2,179$26.0 萬<0.1%–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF2,863$25.0 萬<0.1%–
SONSonoco Products CoCOM5,110$25.0 萬<0.1%歷史
RLRalph Lauren CorpCL A1,067$24.6 萬<0.1%歷史
WSMWilliams Sonoma IncCOM1,324$24.5 萬<0.1%歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF12,502$24.4 萬<0.1%–
TRMBTrimble Inc.COM3,455$24.4 萬<0.1%歷史
DHIHorton D R IncCOM1,735$24.3 萬<0.1%歷史
MSCIMSCI Inc.Stock397$23.8 萬<0.1%歷史
COINCoinbase Global, Inc.COM CL A943$23.4 萬<0.1%歷史
AYIAcuity Inc. (DE)Stock798$23.3 萬<0.1%歷史
ENSGEnsign Group, IncCOM1,717$22.8 萬<0.1%歷史
iShares Tr464288646ISHS 1-5YR INVS4,372$22.6 萬<0.1%–
JHGJanus Henderson Group Ltd.ORD SHS5,303$22.6 萬<0.1%歷史
GILDGilead Sciences, Inc.Stock2,442$22.6 萬<0.1%歷史
EMREmerson Electric CoStock1,817$22.5 萬<0.1%歷史
WDAYWorkday, Inc.CL A871$22.5 萬<0.1%歷史
PCARPaccar IncCOM2,157$22.4 萬<0.1%歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR8,526$22.3 萬<0.1%歷史
ODFLOld Dominion Freight Line, Inc.COM1,253$22.1 萬<0.1%歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,581$22.0 萬<0.1%–
John Hancock Exchange Traded47804J206MULTIFACTOR MI3,646$21.8 萬<0.1%–
CBOECboe Global Markets, Inc.COM1,114$21.8 萬<0.1%歷史
OSISOsi Systems IncCOM1,300$21.8 萬<0.1%歷史
NSCNorfolk Southern CorpStock921$21.6 萬<0.1%歷史
ARESAres Management CorpCL A COM STK1,215$21.5 萬<0.1%歷史
SHELShell plcADR3,432$21.5 萬<0.1%歷史
OCOwens CorningStock1,258$21.4 萬<0.1%歷史
HUBSHubSpot IncCOM307$21.4 萬<0.1%歷史
AERAerCap Holdings N.V.SHS2,230$21.3 萬<0.1%歷史
MPWRMonolithic Power Systems, Inc.COM360$21.3 萬<0.1%歷史
iShares Inc46434G889EMNG MKTS EQT4,709$21.3 萬<0.1%–
SPDR Series Trust78468R101ST SHO TREAS ETF7,334$21.3 萬<0.1%–
Global X FDS37960A503NASDAQ 100 RIS12,177$21.2 萬<0.1%–
PIMCO ETF Tr72201R30415+ YR US TIPS4,004$20.8 萬<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT4,373$20.8 萬<0.1%–
KRGKite Realty Group TrustCOM NEW8,166$20.6 萬<0.1%歷史
TGTTarget CorpStock1,525$20.6 萬<0.1%歷史
SILASila Realty Trust, Inc.COMMON STOCK8,360$20.3 萬<0.1%歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF5,117$20.2 萬<0.1%–
NVGNuveen AMT-Free Municipal Credit Income FundCEF12,450$15.3 萬<0.1%歷史
VMOInvesco Municipal Opportunity TrustCOM12,544$12.2 萬<0.1%歷史
Graniteshares ETF Tr38747R7691.5X SHORT TSLA53,000$8.90 萬<0.1%–
HOLOMicroCloud Hologram Inc.ORD SHS NEW10,950$5.40 萬<0.1%歷史
NNDMNano Dimension Ltd.SPONSORD ADS NEW11,869$2.94 萬<0.1%歷史
AGPUAxe Compute Inc.COM30,000$2.46 萬<0.1%歷史
TC BioPharm (Holdings) plc87807D111*W EXP 02/08/20223,862$236<0.1%–