Csenge Advisory Group
- SEC CIK
- 0001715593
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/6 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 682
- 較 2025 年第 1 季 +20
- 總值
- $19.0 億
- 較 2025 年第 1 季 +$1.37 億 (+7.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 197,959 | $1.17 億 | 6.1% | +1,550+0.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 595,494 | $1.05 億 | 5.5% | +5,681+1.0% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 1,566,530 | $9,368 萬 | 4.9% | +382,650+32.3% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 1,783,853 | $7,460 萬 | 3.9% | +9,991+0.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 135,310 | $7,024 萬 | 3.7% | +261+0.2% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 1,009,938 | $6,079 萬 | 3.2% | −91,423−8.3% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 736,493 | $3,601 萬 | 1.9% | +24,316+3.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 173,729 | $3,489 萬 | 1.8% | −3,359−1.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 1,818,613 | $3,454 萬 | 1.8% | −2,722−0.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 1,246,483 | $3,080 萬 | 1.6% | +62,015+5.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 58,608 | $2,698 萬 | 1.4% | −1,183−2.0% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 249,776 | $2,587 萬 | 1.4% | −4,093−1.6% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 983,538 | $2,292 萬 | 1.2% | +35,842+3.8% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 74,218 | $2,253 萬 | 1.2% | −94−0.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 901,553 | $1,903 萬 | 1.0% | +45,777+5.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 129,842 | $1,755 萬 | 0.9% | −1,876−1.4% | 減碼 | 歷史 |
| ProShares Tr74347R131 | SHRT HGH YIELD | 1,020,823 | $1,629 萬 | 0.9% | +101,113+11.0% | 加碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 670,056 | $1,609 萬 | 0.8% | +3,286+0.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 73,448 | $1,506 萬 | 0.8% | −2,580−3.4% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 77,990 | $1,381 萬 | 0.7% | +1,922+2.5% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 168,345 | $1,340 萬 | 0.7% | +114,437+212.3% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 244,212 | $1,309 萬 | 0.7% | +2,202+0.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,683 | $1,284 萬 | 0.7% | −8,561−28.3% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 667,905 | $1,172 萬 | 0.6% | −4,582−0.7% | 減碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 306,474 | $1,158 萬 | 0.6% | −18,300−5.6% | 減碼 | – |
| WMTWalmart Inc. | Stock | 115,527 | $1,140 萬 | 0.6% | +750+0.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 130,841 | $1,121 萬 | 0.6% | +1,138+0.9% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 58,111 | $1,098 萬 | 0.6% | +4,021+7.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 40,361 | $1,066 萬 | 0.6% | −1,340−3.2% | 減碼 | 歷史 |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 319,426 | $1,059 萬 | 0.6% | −555−0.2% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 230,501 | $1,053 萬 | 0.6% | +2,533+1.1% | 加碼 | – |
| First Tr Exchange-Traded FD33734X184 | UTILITIES ALPH | 236,174 | $1,009 萬 | 0.5% | −1,250−0.5% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 106,457 | $976.6 萬 | 0.5% | −68,707−39.2% | 減碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 415,369 | $976.1 萬 | 0.5% | +6,176+1.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 17,997 | $975.0 萬 | 0.5% | −1,839−9.3% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,074 | $953.3 萬 | 0.5% | −323−1.4% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,212 | $944.5 萬 | 0.5% | +489+2.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 54,861 | $942.2 萬 | 0.5% | −1,456−2.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 24,986 | $865.7 萬 | 0.5% | −2,039−7.5% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 35,561 | $852.6 萬 | 0.4% | +661+1.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 122,055 | $846.2 萬 | 0.4% | +25,965+27.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 85,832 | $842.0 萬 | 0.4% | −859−1.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 82,139 | $840.3 萬 | 0.4% | +1,441+1.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 155,239 | $821.2 萬 | 0.4% | −529−0.3% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 155,495 | $807.8 萬 | 0.4% | +10,035+6.9% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 18,134 | $766.8 萬 | 0.4% | +265+1.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,378 | $724.6 萬 | 0.4% | −53−0.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 107,014 | $702.1 萬 | 0.4% | −546−0.5% | 減碼 | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 94,789 | $689.1 萬 | 0.4% | −2,216−2.3% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 74,944 | $682.1 萬 | 0.4% | −876−1.2% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 28,954 | $670.4 萬 | 0.4% | −22−0.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 33,477 | $662.6 萬 | 0.3% | −438−1.3% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 188,174 | $646.8 萬 | 0.3% | −468,313−71.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 6,073 | $631.7 萬 | 0.3% | −148−2.4% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 66,350 | $620.4 萬 | 0.3% | −1,246−1.8% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 124,929 | $617.8 萬 | 0.3% | +2,971+2.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,515 | $616.1 萬 | 0.3% | −24−0.3% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 107,620 | $610.1 萬 | 0.3% | +28,419+35.9% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 26,970 | $608.8 萬 | 0.3% | +404+1.5% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 57,703 | $608.0 萬 | 0.3% | +8,694+17.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 219,916 | $606.1 萬 | 0.3% | −2,545−1.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 108,134 | $601.0 萬 | 0.3% | +1,311+1.2% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 94,016 | $598.3 萬 | 0.3% | +28,683+43.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 16,197 | $596.5 萬 | 0.3% | −333−2.0% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 18,370 | $595.3 萬 | 0.3% | −71−0.4% | 減碼 | – |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 246,171 | $581.0 萬 | 0.3% | +96,669+64.7% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 92,849 | $576.7 萬 | 0.3% | −829−0.9% | 減碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 56,768 | $544.5 萬 | 0.3% | +42,423+295.7% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 18,650 | $537.8 萬 | 0.3% | +2,359+14.5% | 加碼 | – |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 337,663 | $529.1 萬 | 0.3% | −2,896−0.9% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 23,023 | $521.5 萬 | 0.3% | −195−0.8% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 58,666 | $521.0 萬 | 0.3% | −270.0% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,392 | $520.9 萬 | 0.3% | −665−2.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,946 | $520.2 萬 | 0.3% | −882−4.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 30,559 | $519.2 萬 | 0.3% | −1,243−3.9% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 59,572 | $514.0 萬 | 0.3% | +155+0.3% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 59,308 | $485.9 萬 | 0.3% | −2,872−4.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 19,996 | $484.0 萬 | 0.3% | −233−1.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 66,700 | $480.9 萬 | 0.3% | −527−0.8% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 53,376 | $480.4 萬 | 0.3% | −358−0.7% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 26,527 | $479.0 萬 | 0.3% | −2,450−8.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 12,859 | $469.6 萬 | 0.2% | −287−2.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,796 | $461.5 萬 | 0.2% | −244−1.0% | 減碼 | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 55,778 | $456.6 萬 | 0.2% | −116−0.2% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 172,586 | $451.7 萬 | 0.2% | +1,075+0.6% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 37,694 | $450.4 萬 | 0.2% | +1,644+4.6% | 加碼 | – |
| CVXChevron Corp | Stock | 32,315 | $441.7 萬 | 0.2% | +4,143+14.7% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 97,709 | $439.8 萬 | 0.2% | +580+0.6% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 37,167 | $437.5 萬 | 0.2% | +375+1.0% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20,463 | $437.5 萬 | 0.2% | −241−1.2% | 減碼 | – |
| TAT&T Inc. | Stock | 157,358 | $437.5 萬 | 0.2% | −1,499−0.9% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 2,940 | $431.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R577 | ULTR SH GO AC FD | 42,449 | $429.8 萬 | 0.2% | +14,065+49.6% | 加碼 | – |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 202,158 | $417.9 萬 | 0.2% | −2,956−1.4% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 54,366 | $395.6 萬 | 0.2% | +19,207+54.6% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 15,194 | $393.6 萬 | 0.2% | −831−5.2% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 80,694 | $390.6 萬 | 0.2% | −90−0.1% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 41,678 | $386.2 萬 | 0.2% | +5,105+14.0% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 96,213 | $383.0 萬 | 0.2% | −3,308−3.3% | 減碼 | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 115,709 | $378.8 萬 | 0.2% | −323−0.3% | 減碼 | – |
2025 年第 1 季之後清倉（29 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 54,039 | $822.7 萬 | 0.5% | – |
| MMYTMakeMyTrip Ltd | Stock | 5,455 | $56.4 萬 | <0.1% | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 10,950 | $54.6 萬 | <0.1% | – |
| PAHCPhibro Animal Health Corp | CL A COM | 26,143 | $45.2 萬 | <0.1% | 歷史 |
| IFNAberdeen India Fund, Inc. | COM | 28,791 | $44.1 萬 | <0.1% | 歷史 |
| RDDTReddit, Inc. | Stock | 3,969 | $38.2 萬 | <0.1% | 歷史 |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 13,583 | $37.1 萬 | <0.1% | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,209 | $36.1 萬 | <0.1% | – |
| DFSDiscover Financial Services | COM | 2,149 | $34.3 萬 | <0.1% | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 5,969 | $32.6 萬 | <0.1% | – |
| Aim ETF Products Trust00888H711 | ALLIA US AUG ETF | 11,236 | $31.5 萬 | <0.1% | – |
| Listed FD Tr53656F672 | TRUESHARES DEC | 8,899 | $30.6 萬 | <0.1% | – |
| Aim ETF Products Trust00888H620 | ALLIANZIM US EQT | 10,398 | $26.8 萬 | <0.1% | – |
| ONBOld National Bancorp | Stock | 12,543 | $24.6 萬 | <0.1% | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 5,233 | $23.9 萬 | <0.1% | – |
| Listed FD Tr53656F722 | TRUESHARES STRUC | 6,673 | $23.9 萬 | <0.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,583 | $23.8 萬 | <0.1% | – |
| GGenpact LTD | SHS | 4,977 | $23.7 萬 | <0.1% | 歷史 |
| Aim ETF Products Trust00888H638 | ALLIA U S 5 ETF | 8,527 | $23.5 萬 | <0.1% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 4,559 | $23.1 萬 | <0.1% | – |
| CCEPCoca-Cola Europacific Partners plc | SHS | 2,554 | $22.8 萬 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3,461 | $22.1 萬 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 5,350 | $21.3 萬 | <0.1% | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 8,144 | $21.1 萬 | <0.1% | – |
| EDConsolidated Edison Inc | Stock | 1,870 | $21.0 萬 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 7,768 | $20.1 萬 | <0.1% | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,517 | $20.1 萬 | <0.1% | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 11,256 | $13.1 萬 | <0.1% | 歷史 |
| FGBFirst Trust Specialty Finance & Financial Opportunities Fund | COM BEN INTR | 23,980 | $9.23 萬 | <0.1% | 歷史 |