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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
SPDR Series Trust78464A789ST STR SP INS63,032$357.5 萬0.2%+5,078+8.8%加碼–
Kraneshares Trust500767306CSI CHI INTERNET116,032$350.5 萬0.2%+45,860+65.4%加碼–
AVGOBroadcom Inc.Stock20,229$345.9 萬0.2%−595−2.9%減碼歷史
MOAltria Group, Inc.Stock59,044$343.4 萬0.2%+4,360+8.0%加碼歷史
iShares Tr464288588MBS ETF36,573$338.2 萬0.2%−3,671−9.1%減碼–
ETF Ser Solutions26922A321DISTILLATE US65,916$334.5 萬0.2%+48,800+285.1%加碼–
MAMastercard IncStock6,332$327.6 萬0.2%−109−1.7%減碼歷史
iShares Tr464287515EXPANDED TECH36,033$312.0 萬0.2%+3,070+9.3%加碼–
Doubleline ETF Trust25861R204SHILLER CAPE U S106,400$309.2 萬0.2%−109,169−50.6%減碼–
iShares Tr464288414NATIONAL MUN ETF29,671$307.4 萬0.2%−8,742−22.8%減碼–
iShares Tr46434V4070-5YR HI YL CP72,390$302.9 萬0.2%+11,340+18.6%加碼–
JNJJohnson & JohnsonStock19,062$300.2 萬0.2%+502+2.7%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF12,527$293.8 萬0.2%−60−0.5%減碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF15,169$292.5 萬0.2%−945−5.9%減碼–
WMBWilliams Companies, Inc.COM49,641$291.0 萬0.2%−6,456−11.5%減碼歷史
PIMCO ETF Tr72201R577ULTR SH GO AC FD28,384$286.9 萬0.2%+11,715+70.3%加碼–
CADECadence BancorporationEQUITY US CM101,480$283.2 萬0.2%−31,466−23.7%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF138,916$281.3 萬0.2%+1,565+1.1%加碼–
VZVerizon Communications IncStock63,721$280.6 萬0.2%+15,450+32.0%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF55,010$277.7 萬0.2%+44,060+402.4%加碼–
TFCTruist Financial CorpCOM75,695$271.7 萬0.2%−25,077−24.9%減碼歷史
MCDMcDonalds CorpStock8,686$270.4 萬0.2%−446−4.9%減碼歷史
ISRGIntuitive Surgical IncCOM NEW5,527$266.8 萬0.2%+3,267+144.6%加碼歷史
LMTLockheed Martin CorpStock5,746$266.7 萬0.2%+1,719+42.7%加碼歷史
iShares Tr464287721U.S. TECH ETF20,129$264.3 萬0.1%+1,650+8.9%加碼–
MELIMercadolibre IncCOM1,227$257.5 萬0.1%+67+5.8%加碼歷史
Vanguard Total Bond Market ETF921937835ETF35,159$255.4 萬0.1%−1,220−3.4%減碼–
PEPPepsiCo IncStock17,742$253.4 萬0.1%−167−0.9%減碼歷史
ABTAbbott LaboratoriesStock19,307$252.9 萬0.1%+3,356+21.0%加碼歷史
iShares Tr464288885EAFE GRWTH ETF25,016$248.2 萬0.1%−13,708−35.4%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF30,355$247.4 萬0.1%+5,650+22.9%加碼–
Schwab Strategic Tr808524862SHT TM US TRES99,451$242.3 萬0.1%+16,148+19.4%加碼–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD55,128$239.1 萬0.1%−999−1.8%減碼–
iShares Select Dividend ETF464287168ETF18,800$236.6 萬0.1%+162+0.9%加碼–
Schwab International Equity ETF808524805ETF115,705$228.2 萬0.1%−8,062−6.5%減碼–
iShares Tr464288760US AER DEF ETF15,190$227.2 萬0.1%+1,297+9.3%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF59,984$226.4 萬0.1%+919+1.6%加碼–
iShares Tr464287150CORE S&P TTL STK19,377$222.5 萬0.1%+9,844+103.3%加碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF16,303$220.9 萬0.1%−739−4.3%減碼–
Schwab U.S. Small-Cap ETF808524607ETF100,556$219.5 萬0.1%+13,958+16.1%加碼–
GOOGAlphabet Inc.Stock14,139$216.8 萬0.1%−858−5.7%減碼歷史
MTGMgic Investment CorpCOM88,719$213.2 萬0.1%+7,459+9.2%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF27,067$211.8 萬0.1%−237−0.9%減碼–
Schwab Intermediate-Term US Treasury ETF808524854ETF84,524$209.8 萬0.1%+17,586+26.3%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF48,439$209.7 萬0.1%+2,568+5.6%加碼–
iShares Tr46435G326CORE MSCI INTL30,031$206.0 萬0.1%+983+3.4%加碼–
MSTRStrategy IncStock6,485$205.7 萬0.1%+291+4.7%加碼歷史
iShares Flexible Income Active ETF092528603ETF39,280$203.2 萬0.1%+4,579+13.2%加碼–
NVSNovartis AGADR17,976$199.3 萬0.1%+1,581+9.6%加碼歷史
IAUiShares Gold TrustETF31,545$197.6 萬0.1%+13,435+74.2%加碼歷史
PLTRPalantir Technologies Inc.Stock21,025$197.2 萬0.1%+6,948+49.4%加碼歷史
iShares Core High Dividend ETF46429B663ETF17,141$194.3 萬0.1%+1,204+7.6%加碼–
Ssga Active ETF Tr78467V608ST STR BL LN ETF47,900$193.5 萬0.1%+3,330+7.5%加碼–
Schwab US Tips ETF808524870ETF72,801$192.4 萬0.1%+470+0.6%加碼–
TMUST-Mobile US, Inc.Stock7,309$191.5 萬0.1%+501+7.4%加碼歷史
First Tr Exchng Traded FD VI33740F540SKYB CRY IND ETF147,999$189.9 萬0.1%−73,336−33.1%減碼–
DEDeere & CoStock4,190$189.4 萬0.1%+1,610+62.4%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F30,504$187.0 萬0.1%+1,464+5.0%加碼–
PFEPfizer IncStock84,269$186.6 萬0.1%+45,214+115.8%加碼歷史
iShares Inc46434G764MSCI EMRG CHN34,131$185.6 萬0.1%−2,642−7.2%減碼–
iShares Tr46428865310-20 YR TRS ETF18,423$185.3 萬0.1%+15,913+634.0%加碼–
DORMDorman Products, Inc.COM16,568$184.2 萬0.1%−2,730−14.1%減碼歷史
iShares Tr4642874571 3 YR TREAS BD22,193$183.6 萬0.1%+4,372+24.5%加碼–
CALMCal-Maine Foods IncCOM NEW20,070$183.6 萬0.1%+20,070新進歷史
Aim ETF Products Trust00888H794ALLIANZIM US EQT61,441$179.4 萬0.1%+6,877+12.6%加碼–
Global X FDS37950E259GB MSCI AR ETF20,730$177.7 萬0.1%+2,289+12.4%加碼–
AMGNAmgen IncStock6,343$175.9 萬0.1%+204+3.3%加碼歷史
AXPAmerican Express CoStock6,939$174.4 萬0.1%−879−11.2%減碼歷史
ADMArcher-Daniels-Midland CoStock35,693$170.7 萬0.1%−261−0.7%減碼歷史
NFLXNetflix IncStock1,751$170.4 萬0.1%−40−2.2%減碼歷史
iShares Tips Bond ETF464287176ETF15,424$168.2 萬0.1%+4,303+38.7%加碼–
iShares Russell Mid-Cap Value ETF464287473ETF14,149$167.3 萬0.1%−2,822−16.6%減碼–
LINLinde PLCStock3,684$166.6 萬0.1%+47+1.3%加碼歷史
iShares Tr46435U135CYBERSECURITY35,523$164.2 萬0.1%+1,481+4.4%加碼–
AMATApplied Materials IncStock11,943$164.2 萬0.1%−375−3.0%減碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF10,717$162.2 萬0.1%−675−5.9%減碼–
iShares Core MSCI Eafe ETF46432F842ETF21,471$161.8 萬0.1%−1,623−7.0%減碼–
iShares Tr46429B7470-5 YR TIPS ETF15,587$160.3 萬0.1%+8,366+115.9%加碼–
iShares Tr464288281JPMORGAN USD EMG18,046$160.2 萬0.1%+30+0.2%加碼–
GEGeneral Electric CoStock8,787$159.7 萬0.1%−214−2.4%減碼歷史
iShares Tr46429B655FLTG RATE NT ETF31,338$159.1 萬0.1%+1,809+6.1%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD32,688$159.0 萬0.1%+11,722+55.9%加碼–
PHParker-Hannifin CorpStock2,825$158.5 萬0.1%−30−1.1%減碼歷史
RFRegions Financial CorpCOM80,271$155.0 萬0.1%+5,916+8.0%加碼歷史
FSKFS KKR Capital CorpCOM78,866$154.3 萬0.1%−1,265−1.6%減碼歷史
Invesco S&P 500 Quality ETF46137V241ETF24,351$153.4 萬0.1%+9,947+69.1%加碼–
CSCOCisco Systems, Inc.Stock26,899$150.0 萬0.1%−4,431−14.1%減碼歷史
iShares Tr4642874407-10 YR TRSY BD15,804$149.6 萬0.1%+13,210+509.3%加碼–
ELVElevance Health, Inc.Stock3,497$148.4 萬0.1%+87+2.6%加碼歷史
SEI Exchange Traded Funds81589A304QIM US LARGE VAL48,652$148.2 萬0.1%+5,238+12.1%加碼–
TJXTJX Companies IncStock11,506$146.8 萬0.1%−627−5.2%減碼歷史
Schwab US Aggregate Bond ETF808524839ETF64,033$146.8 萬0.1%−1,162−1.8%減碼–
TMOThermo Fisher Scientific Inc.Stock3,425$146.4 萬0.1%−47−1.4%減碼歷史
SEI Exchange Traded Funds81589A205QIM US LARGE CAP42,987$145.9 萬0.1%+5,087+13.4%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF58,121$145.2 萬0.1%−599−1.0%減碼–
DISWalt Disney CoStock17,016$144.3 萬0.1%−561−3.2%減碼歷史
AFLAflac IncStock13,096$140.7 萬0.1%−1,560−10.6%減碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF8,100$140.2 萬0.1%−494−5.7%減碼–
BACBank of America CorpStock37,411$140.0 萬0.1%−7,112−16.0%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF45,241$139.6 萬0.1%+2,617+6.1%加碼–

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%–