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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
Vanguard Malvern FDS922020805STRM INFPROIDX27,974$139.5 萬0.1%+2,395+9.4%加碼–
SPDR Series Trust78464A763ST STR SP DIV10,759$139.3 萬0.1%−5,273−32.9%減碼–
CATCaterpillar IncStock4,683$137.8 萬0.1%−407−8.0%減碼歷史
J P Morgan Exchange Traded F46641Q134INTRNL RES EQT21,593$136.5 萬0.1%−2,249−9.4%減碼–
HWMHowmet Aerospace Inc.Stock10,948$134.9 萬0.1%−218−2.0%減碼歷史
iShares Tr464288794US BR DEL SE ETF10,184$134.6 萬0.1%+8,368+460.8%加碼–
SPDR Series Trust78468R622ST BLOO HIGH ETF14,345$134.4 萬0.1%−57,916−80.1%減碼–
TTTrane Technologies plcSHS3,944$131.4 萬0.1%+25+0.6%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF10,430$130.7 萬0.1%−2,062−16.5%減碼–
ETREntergy CorpCOM15,642$130.2 萬0.1%−121−0.8%減碼歷史
RSGRepublic Services, Inc.COM5,353$130.2 萬0.1%+503+10.4%加碼歷史
SRSpire IncCOM16,626$129.0 萬0.1%+1,104+7.1%加碼歷史
MRKMerck & Co., Inc.Stock16,424$128.1 萬0.1%−4,810−22.7%減碼歷史
SPGIS&P Global Inc.Stock2,732$126.5 萬0.1%−358−11.6%減碼歷史
Vanguard S&P 500 Growth ETF921932505ETF3,965$126.4 萬0.1%+3,340+534.4%加碼–
HCAHCA Healthcare, Inc.COM3,766$126.2 萬0.1%−206−5.2%減碼歷史
USBUS Bancorp DECOM NEW32,867$125.6 萬0.1%+330+1.0%加碼歷史
MCKMcKesson CorpStock1,788$124.7 萬0.1%−146−7.5%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF5,262$124.5 萬0.1%−607−10.3%減碼–
FITBFifth Third BancorpCOM35,998$122.9 萬0.1%−2,668−6.9%減碼歷史
OKEONEOK IncCOM14,195$122.4 萬0.1%−7,489−34.5%減碼歷史
iShares Core MSCI Europe ETF46434V738ETF20,408$122.2 萬0.1%+282+1.4%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF26,116$121.8 萬0.1%−7,527−22.4%減碼–
iShares Russell 2000 ETF464287655ETF6,480$120.8 萬0.1%+2,832+77.6%加碼–
FFord Motor CoStock125,479$120.8 萬0.1%+8,331+7.1%加碼歷史
Invesco Actively Managed Exc46090A879VAR RATE INVT48,244$120.7 萬0.1%+48,244新進–
Vanguard World FD921910816MEGA GRWTH IND4,115$120.4 萬0.1%+222+5.7%加碼–
First Tr Exchange-Traded FD33733B100WTR ETF12,301$119.4 萬0.1%+440+3.7%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF48,502$118.8 萬0.1%+5,845+13.7%加碼–
PAYXPaychex IncStock8,193$118.7 萬0.1%−50−0.6%減碼歷史
Vanguard Communication Services ETF92204A884ETF8,509$118.1 萬0.1%−284−3.2%減碼–
CBChubb LtdStock4,126$117.8 萬0.1%−144−3.4%減碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF14,453$116.7 萬0.1%+688+5.0%加碼–
CMICummins IncStock4,139$116.6 萬0.1%+818+24.6%加碼歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF23,363$116.6 萬0.1%+646+2.8%加碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF12,872$116.1 萬0.1%−994−7.2%減碼–
NEENextera Energy IncStock16,836$111.6 萬0.1%−5,732−25.4%減碼歷史
SPDR Series Trust78464A771ST STR SP CAPMKT9,527$111.5 萬0.1%+305+3.3%加碼–
Vanguard Information Technology ETF92204A702ETF2,204$111.4 萬0.1%+230+11.7%加碼–
Paramount Global92556H206CL B100,302$109.7 萬0.1%−19,405−16.2%減碼–
ASMLASML Holding NVADR1,708$109.3 萬0.1%−141−7.6%減碼歷史
Aim ETF Products Trust00888H802ALLIA US JAN ETF33,439$108.0 萬0.1%+3,160+10.4%加碼–
VRTXVertex Pharmaceuticals IncStock2,181$106.7 萬0.1%+37+1.7%加碼歷史
NOCNorthrop Grumman CorpStock1,967$106.3 萬0.1%+90+4.8%加碼歷史
iShares Tr464287119MORNINGSTAR GRWT13,379$103.0 萬0.1%−65−0.5%減碼–
MRSHMarsh & McLennan Companies, Inc.Stock4,654$102.4 萬0.1%−56−1.2%減碼歷史
KMIKinder Morgan, Inc.Stock37,162$100.7 萬0.1%+456+1.2%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF5,439$99.5 萬0.1%+570+11.7%加碼–
METMetlife IncStock13,647$99.0 萬0.1%+131+1.0%加碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF20,825$99.0 萬0.1%+12,848+161.1%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF4,754$98.4 萬0.1%−2,351−33.1%減碼–
CRMSalesforce, Inc.Stock3,887$96.1 萬0.1%+88+2.3%加碼歷史
iShares Russell 1000 Value ETF464287598ETF5,434$95.8 萬0.1%−61−1.1%減碼–
SYKStryker CorpStock2,757$95.5 萬0.1%+18+0.7%加碼歷史
UPSUnited Parcel Service IncStock9,825$94.7 萬0.1%+3,776+62.4%加碼歷史
PWRQuanta Services, Inc.COM3,541$94.6 萬0.1%−132−3.6%減碼歷史
Aim ETF Products Trust00888H703ALLIANZIM US EQT27,918$94.1 萬0.1%+3,424+14.0%加碼–
ORCLOracle CorpStock7,311$94.0 萬0.1%−561−7.1%減碼歷史
AEPAmerican Electric Power Co IncStock8,710$93.8 萬0.1%+413+5.0%加碼歷史
CMECME Group Inc.COM3,530$92.7 萬0.1%−45−1.3%減碼歷史
KLACKLA CorpCOM NEW1,461$92.7 萬0.1%+223+18.0%加碼歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF36,785$92.4 萬0.1%+2,543+7.4%加碼–
Aim ETF Products Trust00888H604ALLIANZIM US EQT25,843$92.4 萬0.1%+3,187+14.1%加碼–
FISFidelity National Information Services, Inc.Stock12,340$92.0 萬0.1%−1,106−8.2%減碼歷史
Dimensional ETF Trust25434V872CORE FIXE IN ETF21,964$91.4 萬0.1%+502+2.3%加碼–
RTXRTX CorpStock7,050$90.9 萬0.1%+1,545+28.1%加碼歷史
HONHoneywell International IncCOM4,603$90.5 萬0.1%+284+6.6%加碼歷史
ADBEAdobe Inc.Stock2,591$90.4 萬0.1%−282−9.8%減碼歷史
AMTAmerican Tower CorpREIT4,048$90.1 萬0.1%−117−2.8%減碼歷史
PLDPrologis, Inc.REIT8,789$89.7 萬0.1%−1,166−11.7%減碼歷史
iShares Tr464288612INTRM GOV CR ETF8,477$89.6 萬0.1%−713−7.8%減碼–
WFCWells Fargo & CompanyStock13,794$89.3 萬0.1%−2,738−16.6%減碼歷史
Aim ETF Products Trust00888H646ALLIANZIM U S LA34,827$88.9 萬0.1%+4,248+13.9%加碼–
GSKGSK plcADR24,747$88.9 萬0.1%+4,606+22.9%加碼歷史
SPDR Index Shs FDS78463X152ST STR SP N AM16,683$87.1 萬<0.1%−841−4.8%減碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,731$87.0 萬<0.1%−315−5.2%減碼歷史
iShares Inc464286525MSCI GBL MIN VOL7,513$85.9 萬<0.1%+291+4.0%加碼–
Simplify Exchange Traded Fun82889N657SHORT TERM TREA38,564$85.6 萬<0.1%+14,402+59.6%加碼–
AJGArthur J. Gallagher & Co.COM2,598$85.5 萬<0.1%−116−4.3%減碼歷史
iShares Tr464287796U.S. ENERGY ETF19,786$85.5 萬<0.1%+1,131+6.1%加碼–
CINFCincinnati Financial CorpCOM6,447$85.3 萬<0.1%−132−2.0%減碼歷史
IBITiShares Bitcoin Trust ETFETF17,498$84.4 萬<0.1%+1,737+11.0%加碼歷史
MSMorgan StanleyStock7,720$84.3 萬<0.1%−410−5.0%減碼歷史
UGIUgi CorpStock25,304$83.9 萬<0.1%−18,723−42.5%減碼歷史
INTCIntel CorpStock43,893$83.1 萬<0.1%+2,154+5.2%加碼歷史
AMDAdvanced Micro Devices IncStock9,483$83.0 萬<0.1%−47−0.5%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF5,516$82.9 萬<0.1%+660+13.6%加碼–
QCOMQualcomm IncStock6,033$82.4 萬<0.1%−392−6.1%減碼歷史
EOGEOG Resources IncStock7,372$81.5 萬<0.1%+476+6.9%加碼歷史
iShares Tr46435U218ESG MSCI LEADR8,898$81.0 萬<0.1%−721−7.5%減碼–
First Tr Exchng Traded FD VI33740U679FT VEST US EQT25,344$81.0 萬<0.1%−9,146−26.5%減碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF7,521$80.3 萬<0.1%−85−1.1%減碼–
Elevation Series Trust210322509TRUESHARES QUART31,654$79.3 萬<0.1%+5,007+18.8%加碼–
ARK ETF Tr00214Q203AUTNMUS TECHNLGY12,157$78.6 萬<0.1%+12,157新進–
BRK.ABerkshire Hathaway IncCL A1$77.9 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF8,319$77.0 萬<0.1%−6,511−43.9%減碼–
iShares Tr46435G409MSCI INTL VLU FT25,801$76.8 萬<0.1%−8,337−24.4%減碼–
Vanguard Emerging Markets Government Bond ETF921946885ETF12,128$76.3 萬<0.1%+1,074+9.7%加碼–
Vanguard World FD921910840MEGA CAP VAL ETF6,336$76.3 萬<0.1%+577+10.0%加碼–
Dimensional ETF Trust25434V104US CORE EQT MKT21,049$75.9 萬<0.1%+970+4.8%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%–