Csenge Advisory Group
- SEC CIK
- 0001715593
- 最新申報
- 2026/8/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/6 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 711
- 較 2025 年第 3 季 +30
- 總值
- $22.1 億
- 較 2025 年第 3 季 +$1.16 億 (+5.5%)
| 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 | 180,732 | $1.23 億 | 5.6% | +4,598+2.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 1,871,976 | $1.12 億 | 5.1% | +10,743+0.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 580,044 | $1.11 億 | 5.0% | +24,254+4.4% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 1,887,601 | $8,370 萬 | 3.8% | +105,302+5.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 130,643 | $8,026 萬 | 3.6% | +2,846+2.2% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 1,005,353 | $6,984 萬 | 3.2% | +36,720+3.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 157,904 | $4,293 萬 | 1.9% | −877−0.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 821,151 | $4,105 萬 | 1.9% | +53,047+6.9% | 加碼 | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 2,078,177 | $3,988 萬 | 1.8% | +80,478+4.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 1,458,508 | $3,671 萬 | 1.7% | +172,871+13.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,106,149 | $2,977 萬 | 1.3% | +59,169+5.7% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 234,534 | $2,891 萬 | 1.3% | −9,679−4.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 56,653 | $2,740 萬 | 1.2% | +1,475+2.7% | 加碼 | 歷史 |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 679,433 | $2,502 萬 | 1.1% | +83,989+14.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 62,946 | $2,495 萬 | 1.1% | −11,971−16.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 974,216 | $2,127 萬 | 1.0% | +56,704+6.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 111,282 | $2,075 萬 | 0.9% | +5,491+5.2% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 869,681 | $2,020 萬 | 0.9% | +76,281+9.6% | 加碼 | – |
| First Tr Exchange Traded FD33741L108 | DORSY WR MOMNT | 567,061 | $1,987 萬 | 0.9% | +23,861+4.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 74,731 | $1,725 萬 | 0.8% | +2,403+3.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 53,785 | $1,683 萬 | 0.8% | +6,372+13.4% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 73,335 | $1,555 萬 | 0.7% | +11,137+17.9% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 375,672 | $1,554 萬 | 0.7% | +70,738+23.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,293 | $1,390 萬 | 0.6% | +314+1.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 40,922 | $1,319 萬 | 0.6% | +1,371+3.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 136,516 | $1,311 萬 | 0.6% | +44,467+48.3% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 36,133 | $1,301 萬 | 0.6% | +2,987+9.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 27,834 | $1,252 萬 | 0.6% | +3,038+12.3% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 203,322 | $1,223 萬 | 0.6% | −20,619−9.2% | 減碼 | – |
| WMTWalmart Inc. | Stock | 108,733 | $1,211 萬 | 0.5% | +342+0.3% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 60,675 | $1,205 萬 | 0.5% | −13,377−18.1% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 658,100 | $1,199 萬 | 0.5% | −24,930−3.6% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 196,943 | $1,198 萬 | 0.5% | +11,456+6.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 134,948 | $1,137 萬 | 0.5% | +26,898+24.9% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 18,514 | $1,117 萬 | 0.5% | +100+0.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X184 | UTILITIES ALPH | 243,279 | $1,095 萬 | 0.5% | +8,675+3.7% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 115,503 | $1,088 萬 | 0.5% | −8,391−6.8% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 67,674 | $1,048 萬 | 0.5% | +54,696+421.5% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 224,656 | $1,046 萬 | 0.5% | +12,260+5.8% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 20,706 | $995.1 萬 | 0.5% | +652+3.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 19,217 | $937.5 萬 | 0.4% | +1,811+10.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 76,894 | $925.3 萬 | 0.4% | −149−0.2% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 26,106 | $895.4 萬 | 0.4% | +734+2.9% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 109,640 | $884.0 萬 | 0.4% | −4,194−3.7% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 102,478 | $879.0 萬 | 0.4% | −12,379−10.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,985 | $877.0 萬 | 0.4% | +210+1.5% | 加碼 | – |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 347,836 | $863.3 萬 | 0.4% | +49,499+16.6% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 362,275 | $857.5 萬 | 0.4% | −38,437−9.6% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 84,679 | $845.8 萬 | 0.4% | −2,687−3.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 36,108 | $825.0 萬 | 0.4% | +12,983+56.1% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 32,031 | $801.8 萬 | 0.4% | +3,530+12.4% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 119,020 | $800.1 萬 | 0.4% | +23,440+24.5% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 230,572 | $752.1 萬 | 0.3% | +1,365+0.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 118,762 | $741.9 萬 | 0.3% | +9,280+8.5% | 加碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 129,606 | $741.9 萬 | 0.3% | −13,061−9.2% | 減碼 | – |
| Franklin Templeton ETF Tr35473P660 | FRANKLIN ASIA | 244,991 | $725.9 萬 | 0.3% | +244,991 | 新進 | – |
| HDHome Depot, Inc. | Stock | 20,868 | $718.1 萬 | 0.3% | +4,657+28.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 32,431 | $712.8 萬 | 0.3% | −627−1.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 20,545 | $711.1 萬 | 0.3% | +4,605+28.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P202 | EME MRK BD ETF | 237,751 | $708.5 萬 | 0.3% | +178,850+303.6% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 76,925 | $702.9 萬 | 0.3% | +2,981+4.0% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 42,847 | $687.3 萬 | 0.3% | +889+2.1% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 56,488 | $678.9 萬 | 0.3% | −1,602−2.8% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 97,773 | $678.7 萬 | 0.3% | −2,340−2.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 10,201 | $673.3 萬 | 0.3% | +677+7.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 82,548 | $668.7 萬 | 0.3% | −6,828−7.6% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 69,085 | $650.5 萬 | 0.3% | +283+0.4% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 26,957 | $650.1 萬 | 0.3% | −209−0.8% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 17,307 | $646.3 萬 | 0.3% | −1,068−5.8% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 54,111 | $634.2 萬 | 0.3% | +5,017+10.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 41,032 | $625.4 萬 | 0.3% | +3,590+9.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F540 | SKYB CRY IND ETF | 412,014 | $618.4 萬 | 0.3% | +208,020+102.0% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 85,654 | $611.7 萬 | 0.3% | −4,056−4.5% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 20,417 | $604.8 萬 | 0.3% | −282−1.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,851 | $595.7 萬 | 0.3% | −3,079−20.6% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R577 | ULTR SH GO AC FD | 56,320 | $567.5 萬 | 0.3% | −497−0.9% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 62,728 | $546.7 萬 | 0.2% | +744+1.2% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 110,386 | $533.4 萬 | 0.2% | +1,922+1.8% | 加碼 | – |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 320,310 | $528.8 萬 | 0.2% | +2,593+0.8% | 加碼 | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 57,257 | $526.0 萬 | 0.2% | −733−1.3% | 減碼 | – |
| TAT&T Inc. | Stock | 208,018 | $516.7 萬 | 0.2% | +18,725+9.9% | 加碼 | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 151,633 | $516.3 萬 | 0.2% | +19,906+15.1% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 97,748 | $515.8 萬 | 0.2% | +41,570+74.0% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 55,146 | $513.3 萬 | 0.2% | −7,676−12.2% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 117,950 | $503.5 萬 | 0.2% | −3,672−3.0% | 減碼依 2 比 1 拆股換算 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 37,968 | $499.6 萬 | 0.2% | −1,067−2.7% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 28,108 | $499.6 萬 | 0.2% | +3,389+13.7% | 加碼 | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 162,800 | $495.7 萬 | 0.2% | +162,800 | 新進 | – |
| iShares Tr46429B606 | MSCI POLAND ETF | 140,848 | $495.6 萬 | 0.2% | +5,938+4.4% | 加碼 | – |
| SOSouthern Co | Stock | 56,797 | $495.3 萬 | 0.2% | +831+1.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,750 | $494.5 萬 | 0.2% | −1,252−7.8% | 減碼 | – |
| CTASCintas Corp | Stock | 25,818 | $485.6 萬 | 0.2% | +1,455+6.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 126,417 | $484.4 萬 | 0.2% | +85,702+210.5% | 加碼 | – |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 226,667 | $480.5 萬 | 0.2% | +9,835+4.5% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 39,124 | $467.2 萬 | 0.2% | −2,842−6.8% | 減碼依 2 比 1 拆股換算 | – |
| LMTLockheed Martin Corp | Stock | 9,582 | $463.5 萬 | 0.2% | +2,457+34.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 78,434 | $452.3 萬 | 0.2% | +16,107+25.8% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 20,894 | $448.6 萬 | 0.2% | +1,060+5.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 5,196 | $448.0 萬 | 0.2% | −301−5.5% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 73,803 | $443.6 萬 | 0.2% | +7,729+11.7% | 加碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| MUMicron Technology Inc | Stock | – | $115.4 萬 |
2025 年第 3 季之後清倉（60 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78464A789 | ST STR SP INS | 157,159 | $932.3 萬 | 0.4% | – |
| ProShares Ultrashort S&P 50074347G416 | ETF | 265,213 | $383.2 萬 | 0.2% | – |
| PLNTPlanet Fitness, Inc. | CL A | 33,468 | $347.4 萬 | 0.2% | 歷史 |
| VICIVici Properties Inc. | COM | 73,574 | $239.9 萬 | 0.1% | 歷史 |
| DOCSDoximity, Inc. | CL A | 26,971 | $197.3 萬 | 0.1% | 歷史 |
| MSTRStrategy Inc | Stock | 4,987 | $160.7 萬 | 0.1% | 歷史 |
| Aim ETF Products Trust00888H661 | ALLIANZIM US EQT | 48,986 | $150.9 萬 | 0.1% | – |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 70,207 | $128.1 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45784N858 | EQUITY DEFINED P | 46,957 | $118.6 萬 | 0.1% | – |
| Innovator ETFs Trust45783Y251 | EQUITY DEFINED P | 41,079 | $118.0 萬 | 0.1% | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 43,185 | $100.9 萬 | <0.1% | – |
| CVLTCommvault Systems Inc | COM | 4,943 | $93.3 萬 | <0.1% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 3,951 | $90.8 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 20,443 | $82.9 萬 | <0.1% | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 17,663 | $78.1 萬 | <0.1% | – |
| iShares Ibonds 2025 Term High Yield & Income ETF46435U168 | ETF | 31,872 | $74.0 萬 | <0.1% | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 6,967 | $72.0 萬 | <0.1% | – |
| HWKNHawkins Inc | COM | 3,218 | $58.8 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 3,623 | $53.0 萬 | <0.1% | 歷史 |
| CASHPathward Financial, Inc. | COM | 6,959 | $51.5 萬 | <0.1% | 歷史 |
| PHMPultegroup Inc | COM | 3,544 | $46.8 萬 | <0.1% | 歷史 |
| Direxion Shs ETF Tr25461A296 | DAILY LLY BEAR | 16,222 | $41.1 萬 | <0.1% | – |
| CICigna Group | Stock | 1,397 | $40.3 萬 | <0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 6,168 | $36.8 萬 | <0.1% | 歷史 |
| ProShares Tr74349Y779 | ULTRASHORT SEMIC | 37,928 | $35.0 萬 | <0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,093 | $34.4 萬 | <0.1% | – |
| GFIGold Fields Ltd | SPONSORED ADR | 7,791 | $32.7 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,887 | $27.9 萬 | <0.1% | – |
| KKRKKR & Co. Inc. | COM | 2,124 | $27.6 萬 | <0.1% | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 6,181 | $27.5 萬 | <0.1% | 歷史 |
| Direxion Shs ETF Tr25461H853 | DAILY S&P BIOTEC | 6,700 | $27.1 萬 | <0.1% | – |
| SMCISuper Micro Computer, Inc. | Stock | 5,503 | $26.4 萬 | <0.1% | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 948 | $25.9 萬 | <0.1% | – |
| Aim ETF Products Trust00888H679 | ALLIANZIM US | 8,313 | $25.9 萬 | <0.1% | – |
| IPGInterpublic Group of Companies, Inc. | COM | 9,169 | $25.6 萬 | <0.1% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 273 | $25.1 萬 | <0.1% | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 4,376 | $24.9 萬 | <0.1% | – |
| MOSMosaic Co | COM | 7,000 | $24.3 萬 | <0.1% | 歷史 |
| Listed FD Tr53656F789 | ROUNDHILL SPORTS | 9,855 | $23.5 萬 | <0.1% | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 5,068 | $23.4 萬 | <0.1% | – |
| FISFidelity National Information Services, Inc. | Stock | 3,458 | $22.8 萬 | <0.1% | 歷史 |
| LRNStride, Inc. | COM | 1,514 | $22.5 萬 | <0.1% | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,903 | $21.9 萬 | <0.1% | – |
| HPQHP Inc | Stock | 8,018 | $21.8 萬 | <0.1% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,080 | $21.6 萬 | <0.1% | – |
| EQTEQT Corp | Stock | 3,920 | $21.3 萬 | <0.1% | 歷史 |
| STNEStoneCo Ltd. | COM | 11,242 | $21.3 萬 | <0.1% | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 1,477 | $20.6 萬 | <0.1% | 歷史 |
| ALLAllstate Corp | Stock | 960 | $20.6 萬 | <0.1% | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 9,000 | $20.6 萬 | <0.1% | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 1,404 | $20.3 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V373 | S&P500 EQL STP | 6,929 | $20.3 萬 | <0.1% | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 3,865 | $20.2 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 4,786 | $20.1 萬 | <0.1% | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 5,916 | $20.0 萬 | <0.1% | – |
| OPKOpko Health, Inc. | COM | 117,001 | $18.1 萬 | <0.1% | 歷史 |
| ACREAres Commercial Real Estate Corp | COM | 38,084 | $17.2 萬 | <0.1% | 歷史 |
| ProShares Tr74347G838 | ULTST NASD NW20 | 12,421 | $16.3 萬 | <0.1% | – |
| ETF Opportunities Trust26923N488 | T REX 2X INVERSE | 10,000 | $9,215 | <0.1% | – |
| IXHLIncannex Healthcare Inc. | COM | 10,000 | $4,643 | <0.1% | 歷史 |