Advisory Resource Group
- SEC CIK
- 0001764968
- 最新申報
- 2026/7/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/27 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 145
- 較 2022 年第 3 季 +14
- 總值
- $3.36 億
- 較 2022 年第 3 季 +$3,407 萬 (+11.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 1,595 | $51.1 萬 | 0.2% | +142+9.8% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 11,211 | $50.7 萬 | 0.2% | +2,786+33.1% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 927 | $50.7 萬 | 0.2% | +927 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,899 | $50.5 萬 | 0.2% | +134+4.8% | 加碼 | – |
| MELIMercadolibre Inc | COM | 590 | $49.9 萬 | 0.1% | +14+2.4% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,273 | $49.4 萬 | 0.1% | +347+37.5% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 2,541 | $49.4 萬 | 0.1% | +2,541 | 新進 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 1,849 | $49.0 萬 | 0.1% | +1,849 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 2,998 | $48.4 萬 | 0.1% | +821+37.7% | 加碼 | 歷史 |
| BCATBlackRock Capital Allocation Term Trust | COM | 34,734 | $48.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPNGCoupang, Inc. | CL A | 32,430 | $47.7 萬 | 0.1% | +4,313+15.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,203 | $45.8 萬 | 0.1% | −366−14.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 8,873 | $45.5 萬 | 0.1% | −139−1.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,243 | $44.7 萬 | 0.1% | +32+1.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,962 | $43.7 萬 | 0.1% | −161−3.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 24,239 | $43.5 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,025 | $42.9 萬 | 0.1% | −193−6.0% | 減碼 | 歷史 |
| DINOHF Sinclair Corp | COM | 8,174 | $42.4 萬 | 0.1% | +2,863+53.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,729 | $41.4 萬 | 0.1% | −82−4.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,367 | $38.3 萬 | 0.1% | +11+0.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,044 | $36.6 萬 | 0.1% | −240−7.3% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,163 | $36.4 萬 | 0.1% | 00.0% | 不變 | – |
| GTEGran Tierra Energy Inc. | COM | 332,430 | $32.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 5,006 | $32.9 萬 | 0.1% | +12+0.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 16,064 | $30.5 萬 | 0.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | COM | 700 | $29.4 萬 | 0.1% | +63+9.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,888 | $28.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,272 | $28.4 萬 | 0.1% | +261+8.7% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 3,271 | $28.0 萬 | 0.1% | −565−14.7% | 減碼 | 歷史 |
| CUZCousins Properties Inc | COM NEW | 10,966 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 1,764 | $27.7 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 1,096 | $27.0 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,103 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 789 | $24.9 萬 | 0.1% | +789 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,425 | $23.5 萬 | 0.1% | +8+0.3% | 加碼 | – |
| CHPTChargePoint Holdings, Inc. | COM CL A | 24,618 | $23.5 萬 | 0.1% | −3,953−13.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 611 | $22.4 萬 | 0.1% | +611 | 新進 | 歷史 |
| KRGKite Realty Group Trust | COM NEW | 10,119 | $21.3 萬 | 0.1% | +14+0.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,511 | $21.3 萬 | 0.1% | +1,511 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,813 | $21.2 萬 | 0.1% | +2,813 | 新進 | – |
| FFord Motor Co | Stock | 18,143 | $21.1 萬 | 0.1% | +58+0.3% | 加碼 | 歷史 |
| ZGZillow Group, Inc. | CL A | 6,518 | $20.3 萬 | 0.1% | −957−12.8% | 減碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 12,340 | $14.1 萬 | <0.1% | −1,535−11.1% | 減碼 | 歷史 |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 15,147 | $8.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPEAmpio Pharmaceuticals, Inc. | COM NEW | 10,000 | $2,252 | <0.1% | +10,000 | 新進 | 歷史 |
2022 年第 3 季之後清倉（3 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。