跳到主要內容

First Command Advisory Services, Inc.

SEC CIK
0001727336
最新申報
2026/8/10

2022 年第 4 季持倉

持倉截至 2022/12/31,2023/1/20 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
194
較 2022 年第 3 季 +91
總值
$64.2 億
較 2022 年第 3 季 +$5.12 億 (+8.7%)
申報日
2023/1/20
SEC
First Command Advisory Services, Inc. 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AMZNAmazon Com IncStock403$00.0%+389+2,778.6%加碼歷史
Invesco QQQ Trust Series I46090E103ETF65$00.0%+65新進–
SBUXStarbucks CorpStock48$00.0%+48新進歷史
JNJJohnson & JohnsonStock30$00.0%−82−73.2%減碼歷史
WMWaste Management IncStock24$00.0%+24新進歷史
COSTCostco Wholesale CorpStock70$00.0%+70新進歷史
GSGoldman Sachs Group IncStock6$00.0%−95−94.1%減碼歷史
SMGScotts Miracle-Gro CoStock48$00.0%+48新進歷史
PGProcter & Gamble CoStock31$00.0%−88−73.9%減碼歷史
KOCoca Cola CoStock92$00.0%−78−45.9%減碼歷史
UPSUnited Parcel Service IncStock29$00.0%+4+16.0%加碼歷史
Vanguard Real Estate ETF922908553ETF452$00.0%+452新進–
INTCIntel CorpStock86$00.0%+86新進歷史
NFLXNetflix IncStock31$00.0%+31新進歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF35$00.0%+35新進–
MAMastercard IncStock20$00.0%+20新進歷史
ITWIllinois Tool Works IncStock22$00.0%+22新進歷史
EWEdwards Lifesciences CorpStock44$00.0%+44新進歷史
VZVerizon Communications IncStock705$00.0%+582+473.2%加碼歷史
PEPPepsiCo IncStock22$00.0%+22新進歷史
FFord Motor CoStock17$00.0%−117−87.3%減碼歷史
HDHome Depot, Inc.Stock17$00.0%+3+21.4%加碼歷史
SUSuncor Energy IncStock1,100$00.0%+1,100新進歷史
SOSouthern CoStock81$00.0%+81新進歷史
FTNTFortinet, Inc.Stock70$00.0%+70新進歷史
SCCOSouthern Copper CorpStock89$00.0%+89新進歷史
EMNEastman Chemical CoStock32$00.0%+32新進歷史
NEMNEWMONT CorpStock47$00.0%+47新進歷史
MSFTMicrosoft CorpStock44$00.0%+7+18.9%加碼歷史
VLOValero Energy CorpStock37$00.0%+37新進歷史
WBDWarner Bros. Discovery, Inc.Stock215$00.0%+167+347.9%加碼歷史
CVSCVS Health CorpStock52$00.0%+52新進歷史
EVRGEvergy, Inc.Stock61$00.0%+61新進歷史
NEENextera Energy IncStock60$00.0%+60新進歷史
BABoeing CoStock248$00.0%+234+1,671.4%加碼歷史
NKENIKE, Inc.Stock46$00.0%+46新進歷史
TSLATesla, Inc.Stock18$00.0%+14+350.0%加碼歷史
DOWDow Inc.Stock91$00.0%+35+62.5%加碼歷史
APDAir Products & Chemicals, Inc.Stock14$00.0%+14新進歷史
Schwab U.S. REIT ETF808524847ETF97$00.0%+97新進–
iShares Russell 2000 ETF464287655ETF278$00.0%+278新進–
DUKDuke Energy CORPStock50$00.0%+23+85.2%加碼歷史
MUMicron Technology IncStock502$00.0%+252+100.8%加碼歷史
ESEversource EnergyStock53$00.0%+53新進歷史
LHXL3HARRIS Technologies, Inc.Stock18$00.0%+18新進歷史
METAMeta Platforms, Inc.Stock42$00.0%−161−79.3%減碼歷史
HLNHaleon plcADR347$00.0%+347新進歷史
KMIKinder Morgan, Inc.Stock311$00.0%+311新進歷史
AESAES CorpStock153$00.0%+153新進歷史
NVDANVIDIA CorpStock43$00.0%+10+30.3%加碼歷史
ADMArcher-Daniels-Midland CoStock86$00.0%+86新進歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF2$00.0%+2新進–
CTRACoterra Energy Inc.Stock152$00.0%+152新進歷史
MGMMGM Resorts InternationalStock81$00.0%+81新進歷史
Vanguard Total International Bond ETF92203J407ETF281$00.0%+281新進–
APAAPA CorpStock800$00.0%+800新進歷史
TAT&T Inc.Stock107$00.0%−108−50.2%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF41$00.0%+41新進–
ECLEcolab Inc.Stock15$00.0%+15新進歷史
CRMSalesforce, Inc.Stock15$00.0%+9+150.0%加碼歷史
JPMJPMorgan Chase & CoStock69$00.0%−48−41.0%減碼歷史
CVXChevron CorpStock38$00.0%−52−57.8%減碼歷史
ALBAlbemarle CorpStock13$00.0%+13新進歷史
BACBank of America CorpStock180$00.0%−1,320−88.0%減碼歷史
WMTWalmart Inc.Stock41$00.0%+5+13.9%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF1,334$00.0%+1,334新進–
Vanguard High Dividend Yield Index ETF921946406ETF239$00.0%+202+545.9%加碼–
PFEPfizer IncStock124$00.0%−78−38.6%減碼歷史
GOOGAlphabet Inc.Stock100$00.0%+100新進歷史
AMGNAmgen IncStock19$00.0%+19新進歷史
iShares Core S&P US Value ETF464287663ETF1$00.0%+1新進–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF528$00.0%+528新進–
Vanguard Short-Term Bond ETF921937827ETF712$00.0%+712新進–
ROPRoper Technologies IncStock11$00.0%+11新進歷史
UNHUnitedHealth Group IncStock11$00.0%+6+120.0%加碼歷史
KHCKraft Heinz CoStock125$00.0%+125新進歷史
PYPLPayPal Holdings, Inc.Stock44$00.0%+44新進歷史
AAPLApple Inc.Stock136$00.0%−990−87.9%減碼歷史
GSKGSK plcADR1,380$00.0%+1,380新進歷史
ABTAbbott LaboratoriesStock38$00.0%−18−32.1%減碼歷史
DISWalt Disney CoStock53$00.0%+20+60.6%加碼歷史
UBERUber Technologies, IncStock83$00.0%+67+418.8%加碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF167$00.0%+167新進–
FULFuller H B CoStock37$00.0%+37新進歷史
SRESempraStock26$00.0%+26新進歷史
CMGChipotle Mexican Grill IncCOM4$00.0%+4新進歷史
XOMExxonMobil Holdings CorpCOM71$00.0%+71新進歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD898$00.0%+898新進–
MASMasco CorpCOM50$00.0%+50新進歷史
SHWSherwin Williams CoCOM12$00.0%+12新進歷史
BKRBaker Hughes CoCL A245$00.0%+245新進歷史
MTCHMatch Group, Inc.COM28$00.0%+28新進歷史
SWXSouthwest Gas Holdings, Inc.COM27$00.0%+27新進歷史
SPDR Series Trust78464A656ST STR TIPS ETF1$00.0%+1新進–
CRLCharles River Laboratories International, Inc.COM8$00.0%+8新進歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC609$00.0%+609新進–
Vanguard Mun BD FDS922907746TAX EXEMPT BD325$00.0%+325新進–
Vanguard BD Index FDS921937793LONG TERM BOND4$00.0%+4新進–
MNSTMonster Beverage CorpCOM70$00.0%+70新進歷史
iShares Tr464288414NATIONAL MUN ETF4$00.0%+4新進–

2022 年第 3 季之後清倉(51 檔)

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

First Command Advisory Services, Inc. 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
iShares Tr464288646ISHS 1-5YR INVS607$1.20 萬<0.1%–
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR642$1.20 萬<0.1%–
SPYSPDR S&P 500 ETF TrustETF28$1.00 萬<0.1%歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF484$1.00 萬<0.1%–
State Street Technology Select Sector SPDR ETF81369Y803ETF139$9,000<0.1%–
Invesco Actively Managed Exc46090A804TOTAL RETURN508$9,000<0.1%–
HYTBlackRock Corporate High Yield Fund, Inc.COM800$7,000<0.1%歷史
Vanguard Star FDS921909768VG TL INTL STK F155$7,000<0.1%–
Vanguard Health Care ETF92204A504ETF66$6,000<0.1%–
DHRDanaher CorpStock20$5,000<0.1%歷史
DNPDNP Select Income Fund IncCOM465$5,000<0.1%歷史
BITBlackRock Multi-Sector Income TrustCOM270$4,000<0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF44$3,000<0.1%–
AALAmerican Airlines Group Inc.Stock99$1,000<0.1%歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF15$1,000<0.1%–
iShares Tr46428743220 YR TR BD ETF8$1,000<0.1%–
iShares Tr4642874407-10 YR TRSY BD11$1,000<0.1%–
PRUPrudential Financial IncStock105$00.0%歷史
GISGeneral Mills IncStock164$00.0%歷史
PLDPrologis, Inc.REIT67$00.0%歷史
MRKMerck & Co., Inc.Stock97$00.0%歷史
EMREmerson Electric CoStock132$00.0%歷史
UGIUgi CorpStock265$00.0%歷史
GTXGarrett Motion Inc.Stock9$00.0%歷史
REZIResideo Technologies, Inc.Stock16$00.0%歷史
NSCNorfolk Southern CorpStock50$00.0%歷史
CTVACorteva, Inc.Stock56$00.0%歷史
SYYSysco CorpStock185$00.0%歷史
OGNOrganon & Co.Stock9$00.0%歷史
CSCOCisco Systems, Inc.Stock150$00.0%歷史
LMTLockheed Martin CorpStock10$00.0%歷史
TGTTarget CorpStock20$00.0%歷史
CATCaterpillar IncStock50$00.0%歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF147$00.0%–
CCitigroup IncStock100$00.0%歷史
LOWLowes Companies IncStock21$00.0%歷史
ARK Innovation ETF00214Q104ETF6$00.0%–
DEDeere & CoStock65$00.0%歷史
CCChemours CoStock26$00.0%歷史
HALHalliburton CoStock100$00.0%歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF5$00.0%–
DBAInvesco DB Agriculture FundAGRICULTURE FD5$00.0%歷史
iShares Tr46434V381FUTU EXPO TE ETF6$00.0%–
ASIXAdvanSix Inc.COM3$00.0%歷史
BGSB&G Foods, Inc.COM25$00.0%歷史
Fox Pete Inc Com New351465208Stock60$00.0%–
Flagstar Bank, National Association649445103COM30$00.0%–
Healthpeak Properties, Inc.71943U104COM10$00.0%–
SCMStellus Capital Investment CorpCOM100$00.0%歷史
LINLinde PLCSHS4$00.0%歷史
Horne Intl Inc Com440591105COM2,000$00.0%–