Sharp Financial Services, LLC
- SEC CIK
- 0001733194
- 最新申報
- 2026/7/24
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/8/14 申報。只含多頭部位。
- 持股檔數
- 83
- 2023 年第 3 季沒有申報
- 總值
- $9,219 萬
- 2023 年第 3 季沒有申報
Sharp Financial Services, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287846 | DOW JONES US ETF | 108,018 | $1,259 萬 | 13.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 68,336 | $678.2 萬 | 7.4% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 68,326 | $405.3 萬 | 4.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 45,830 | $344.2 萬 | 3.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,355 | $342.2 萬 | 3.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,132 | $339.0 萬 | 3.7% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 17,470 | $334.0 萬 | 3.6% | – | – | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 39,092 | $333.9 萬 | 3.6% | – | – | – |
| iShares Tr464287580 | US CONSUM DISCRE | 43,789 | $331.8 萬 | 3.6% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 26,921 | $330.5 萬 | 3.6% | – | – | – |
| iShares Tr464287754 | US INDUSTRIALS | 28,793 | $329.3 萬 | 3.6% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 17,992 | $312.9 萬 | 3.4% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 8,290 | $312.4 萬 | 3.4% | – | – | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 62,620 | $181.7 萬 | 2.0% | – | – | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 59,785 | $141.1 萬 | 1.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 14,051 | $140.5 萬 | 1.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 8,192 | $122.2 萬 | 1.3% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 14,936 | $109.9 萬 | 1.2% | – | – | – |
| AAPLApple Inc. | Stock | 5,528 | $106.4 萬 | 1.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,273 | $99.4 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,495 | $93.8 萬 | 1.0% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,416 | $88.9 萬 | 1.0% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,988 | $84.3 萬 | 0.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,879 | $76.1 萬 | 0.8% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 8,099 | $74.0 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,650 | $73.3 萬 | 0.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,291 | $67.0 萬 | 0.7% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 23,626 | $66.1 萬 | 0.7% | – | – | – |
| RIORio Tinto PLC | ADR | 8,749 | $65.1 萬 | 0.7% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,970 | $59.7 萬 | 0.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,719 | $59.6 萬 | 0.6% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,110 | $59.4 萬 | 0.6% | – | – | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 9,025 | $59.1 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,765 | $59.0 萬 | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,143 | $56.6 萬 | 0.6% | – | – | 歷史 |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 14,964 | $54.6 萬 | 0.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,533 | $54.3 萬 | 0.6% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,170 | $53.0 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,154 | $49.7 萬 | 0.5% | – | – | 歷史 |
| FSKFS KKR Capital Corp | COM | 24,766 | $49.5 萬 | 0.5% | – | – | 歷史 |
| RTXRTX Corp | Stock | 5,661 | $47.6 萬 | 0.5% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,404 | $47.6 萬 | 0.5% | – | – | – |
| ADMArcher-Daniels-Midland Co | Stock | 6,543 | $47.3 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,200 | $45.5 萬 | 0.5% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 8,971 | $45.3 萬 | 0.5% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 16,820 | $43.9 萬 | 0.5% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 3,093 | $41.2 萬 | 0.4% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 3,162 | $41.1 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,475 | $38.8 萬 | 0.4% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,407 | $37.8 萬 | 0.4% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,675 | $37.7 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,100 | $37.5 萬 | 0.4% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,090 | $36.8 萬 | 0.4% | – | – | 歷史 |
| Kraneshares Tr500767553 | CALIFORNIA CARB | 12,163 | $36.7 萬 | 0.4% | – | – | – |
| COPConocoPhillips | Stock | 3,150 | $36.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,600 | $35.6 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 957 | $34.1 萬 | 0.4% | – | – | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 16,400 | $34.0 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 700 | $33.4 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,008 | $33.2 萬 | 0.4% | – | – | – |
| CVSCVS Health Corp | Stock | 4,139 | $32.7 萬 | 0.4% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 8,219 | $32.1 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,010 | $30.5 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 2,475 | $27.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 2,240 | $26.3 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 9,012 | $25.9 萬 | 0.3% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 441 | $25.3 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 430 | $25.1 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,400 | $24.7 萬 | 0.3% | – | – | – |
| CELHCelsius Holdings, Inc. | COM NEW | 4,500 | $24.5 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,754 | $24.5 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,209 | $24.1 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,090 | $24.0 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 999 | $23.7 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,529 | $23.7 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,550 | $23.3 萬 | 0.3% | – | – | 歷史 |
| TSNTyson Foods, Inc. | Stock | 4,320 | $23.2 萬 | 0.3% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 325 | $23.0 萬 | 0.2% | – | – | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 150 | $22.6 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 340 | $22.4 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 2,243 | $21.5 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 841 | $20.6 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 1,583 | $20.2 萬 | 0.2% | – | – | 歷史 |