Hall Private Wealth Advisors
- SEC CIK
- 0001744091
- 最新申報
- 2023/11/15
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/2 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 50
- 較 2021 年第 4 季 +4
- 總值
- $1.87 億
- 較 2021 年第 4 季 +$2,633 萬 (+16.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IRMIron Mountain Inc | COM | 274,186 | $1,519 萬 | 8.1% | +26,625+10.8% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 192,212 | $1,479 萬 | 7.9% | +53,992+39.1% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 231,769 | $1,413 萬 | 7.5% | +19,761+9.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 71,024 | $1,240 萬 | 6.6% | +12,552+21.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 73,551 | $1,192 萬 | 6.4% | +375+0.5% | 加碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 125,622 | $1,047 萬 | 5.6% | +12,461+11.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 187,409 | $954.7 萬 | 5.1% | +48,633+35.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,721 | $887.0 萬 | 4.7% | +493+22.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 144,162 | $857.0 萬 | 4.6% | +16,684+13.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 72,891 | $808.7 萬 | 4.3% | +22,793+45.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 158,273 | $784.4 萬 | 4.2% | +57,626+57.3% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 10,662 | $744.7 萬 | 4.0% | +248+2.4% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 84,273 | $716.1 萬 | 3.8% | −4,882−5.5% | 減碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 117,760 | $707.3 萬 | 3.8% | +15,840+15.5% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 151,073 | $557.6 萬 | 3.0% | +24,479+19.3% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 10,476 | $436.3 萬 | 2.3% | +194+1.9% | 加碼 | – |
| SYYSysco Corp | Stock | 50,052 | $408.7 萬 | 2.2% | +240.0% | 加碼 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 427,135 | $331.9 萬 | 1.8% | +164,319+62.5% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 20,214 | $258.5 萬 | 1.4% | +1,857+10.1% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 114,912 | $194.3 萬 | 1.0% | +4,868+4.4% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 35,890 | $184.3 萬 | 1.0% | −881−2.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 23,977 | $173.9 萬 | 0.9% | −1,354−5.3% | 減碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 313,228 | $171.0 萬 | 0.9% | +8,462+2.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,136 | $170.2 萬 | 0.9% | +2,971+36.4% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 11,206 | $158.9 萬 | 0.8% | +9,806+700.4% | 加碼 | 歷史 |
| EVAEnviva, LLC | COM | 18,421 | $145.8 萬 | 0.8% | +3,296+21.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,691 | $139.0 萬 | 0.7% | −775−6.8% | 減碼 | 歷史 |
| GSLGlobal Ship Lease, Inc. | COM CL A | 48,572 | $138.4 萬 | 0.7% | +11,260+30.2% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 30,038 | $133.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 9,991 | $80.0 萬 | 0.4% | +9,991 | 新進 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 59,931 | $78.6 萬 | 0.4% | +3,255+5.7% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,552 | $57.5 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,792 | $55.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,828 | $49.9 萬 | 0.3% | +1,828 | 新進 | 歷史 |
| EXCExelon Corp | Stock | 10,125 | $48.2 萬 | 0.3% | −7,449−42.4% | 減碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 10,000 | $46.3 萬 | 0.2% | +7,500+300.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,000 | $41.5 萬 | 0.2% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 1,343 | $38.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 6,214 | $33.2 萬 | 0.2% | +860+16.1% | 加碼 | 歷史 |
| GasLog Partners LPY2687W108 | UNIT LTD PTNRP | 56,746 | $32.6 萬 | 0.2% | +56,746 | 新進 | – |
| MCKMcKesson Corp | Stock | 1,000 | $30.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TRTNTriton International Ltd | CL A | 4,051 | $28.4 萬 | 0.2% | +4,051 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 2,972 | $25.3 萬 | 0.1% | +2,972 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 225 | $24.2 萬 | 0.1% | −100−30.8% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,686 | $22.0 萬 | 0.1% | −215−11.3% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,000 | $20.1 萬 | 0.1% | 00.0% | 不變 | – |
| DNMRDanimer Scientific, Inc. | COM CL A | 33,823 | $19.8 萬 | 0.1% | +12,725+60.3% | 加碼 | 歷史 |
| APPHAppHarvest, Inc. | COM | 35,259 | $19.0 萬 | 0.1% | +821+2.4% | 加碼 | 歷史 |
| STEMStem, Inc. | CL A | 14,975 | $16.5 萬 | 0.1% | +3,860+34.7% | 加碼 | 歷史 |
| MEHCQChrome Holding Co. | CLASS A COM | 25,752 | $9.90 萬 | 0.1% | +25,752 | 新進 | 歷史 |
2021 年第 4 季之後清倉（2 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。