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PSI Advisors, LLC

SEC CIK
0001779040
最新申報
2026/8/3

2021 年第 3 季持倉

持倉截至 2021/9/30,2021/11/12 申報。只含多頭部位,變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
730
較 2021 年第 2 季 +596
總值
$2.18 億
較 2021 年第 2 季 +$2,787 萬 (+14.7%)
申報日
2021/11/12
SEC
PSI Advisors, LLC 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SPDR Index Shs FDS78463X848ST STR ACWI ETF2,630$7.60 萬<0.1%+2,630新進–
WisdomTree Tr97717X669US QTLY DIV GRT1,284$7.60 萬<0.1%+1,284新進–
DKNGDraftKings Inc.COM CL A1,597$7.70 萬<0.1%+1,597新進歷史
iShares S&P 100 ETF464287101ETF397$7.80 萬<0.1%+397新進–
CAGConagra Brands Inc.Stock2,300$7.80 萬<0.1%+2,300新進歷史
iShares Tr46435U366SELF DRIVNG EV1,614$7.80 萬<0.1%+1,614新進–
WisdomTree Tr97717W604US SMALLCAP DIVD2,553$7.90 萬<0.1%+2,553新進–
HALHalliburton CoStock3,721$8.00 萬<0.1%+3,721新進歷史
Vanguard Real Estate ETF922908553ETF810$8.20 萬<0.1%+810新進–
EDConsolidated Edison IncStock1,130$8.20 萬<0.1%+1,130新進歷史
Vanguard Ftse Developed Markets ETF921943858ETF1,669$8.40 萬<0.1%+1,669新進–
LESLLeslie's, Inc.COM4,100$8.40 萬<0.1%+4,100新進歷史
SOHOSotherly Hotels Inc.COM32,622$8.40 萬<0.1%+32,622新進歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF1,063$8.50 萬<0.1%+1,063新進–
GPCGenuine Parts CoStock701$8.50 萬<0.1%+701新進歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF2,019$8.60 萬<0.1%+2,019新進–
EMREmerson Electric CoStock927$8.70 萬<0.1%+927新進歷史
AXPAmerican Express CoStock522$8.70 萬<0.1%+522新進歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT2,386$8.70 萬<0.1%+2,386新進–
Ssga Active ETF Tr78467V608ST STR BL LN ETF1,882$8.70 萬<0.1%+1,882新進–
Vanguard Morningstar Small-Cap ETF922908751ETF402$8.80 萬<0.1%+402新進–
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,407$8.90 萬<0.1%+1,407新進–
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM1,922$8.90 萬<0.1%+1,922新進–
Pacer Trendpilot 100 ETF69374H303ETF1,625$9.00 萬<0.1%+1,625新進–
PTONPeloton Interactive, Inc.CL A COM1,030$9.00 萬<0.1%+1,030新進歷史
Vanguard Information Technology ETF92204A702ETF228$9.10 萬<0.1%+228新進–
PLUGPlug Power IncStock3,575$9.10 萬<0.1%+3,575新進歷史
iShares Russell Mid-Cap Growth ETF464287481ETF824$9.20 萬<0.1%+824新進–
VanEck Semiconductor ETF92189F676ETF361$9.30 萬<0.1%+361新進–
NUENucor CorpCOM947$9.30 萬<0.1%+947新進歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT5,672$9.50 萬<0.1%+5,672新進歷史
CINFCincinnati Financial CorpCOM843$9.60 萬<0.1%+843新進歷史
WisdomTree Tr97717W505US MIDCAP DIVID2,336$9.70 萬<0.1%+2,336新進–
XELXcel Energy IncStock1,585$9.90 萬<0.1%+1,585新進歷史
GNLGlobal Net Lease, Inc.COM NEW6,155$9.90 萬<0.1%+6,155新進歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF2,660$10.0 萬<0.1%+2,660新進–
Flexshares Tr33939L407MORNSTAR UPSTR2,731$10.0 萬<0.1%+2,731新進–
QVCGAOld QVC Group, Inc.COM SER A9,980$10.2 萬<0.1%+9,980新進歷史
TROWPrice T Rowe Group IncStock525$10.3 萬<0.1%+525新進歷史
PEGPublic Service Enterprise Group IncCOM1,698$10.3 萬<0.1%+1,698新進歷史
CXPColumbia Property Trust, Inc.COM NEW5,490$10.4 萬<0.1%+5,490新進歷史
LUVSouthwest Airlines CoCOM2,055$10.6 萬<0.1%+2,055新進歷史
Invesco Exchange Traded FD T46137V217S&P MDCP400 PR493$10.9 萬0.1%+493新進–
WPCW. P. Carey Inc.COM1,510$11.0 萬0.1%+1,510新進歷史
MCHPMicrochip Technology IncStock720$11.1 萬0.1%+720新進歷史
GSKGSK plcSPONSORED ADR3,048$11.6 萬0.1%+3,048新進歷史
EPREpr PropertiesCOM SH BEN INT2,401$11.9 萬0.1%+2,401新進歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF2,342$12.2 萬0.1%+2,342新進–
ELVElevance Health, Inc.Stock330$12.3 萬0.1%+330新進歷史
WELLWelltower Inc.REIT1,492$12.3 萬0.1%+1,492新進歷史
TRGPTarga Resources Corp.COM2,508$12.3 萬0.1%+2,508新進歷史
CMCSAComcast CorpStock2,220$12.4 萬0.1%+2,220新進歷史
COINCoinbase Global, Inc.COM CL A546$12.4 萬0.1%+546新進歷史
IBMInternational Business Machines CorpStock898$12.5 萬0.1%+898新進歷史
GEGeneral Electric CoStock1,234$12.7 萬0.1%−151−10.9%減碼依 1 比 8 拆股換算歷史
ERHAllspring Utilities & High Income FundWF UTILITIES INC9,490$12.8 萬0.1%+9,490新進歷史
Vanguard Morningstar Large-Cap ETF922908637ETF644$12.9 萬0.1%+644新進–
State Street Materials Select Sector SPDR ETF81369Y100ETF1,639$13.0 萬0.1%+1,639新進–
UNHUnitedHealth Group IncStock332$13.0 萬0.1%+332新進歷史
First Tr Exchange-Traded FD33734H106SHS3,319$13.0 萬0.1%+3,319新進–
WMWaste Management IncStock880$13.1 萬0.1%+880新進歷史
DBRGDigitalBridge Group, Inc.CL A COM21,660$13.1 萬0.1%−3,259−13.1%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF1,154$13.3 萬0.1%+1,154新進–
SOFISoFi Technologies, Inc.Stock8,495$13.4 萬0.1%+8,495新進歷史
Transamerica ETF Tr89349P107DELTASHS S&P 5001,847$13.4 萬0.1%+1,847新進–
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,063$13.5 萬0.1%+1,063新進–
MRNAModerna, Inc.Stock358$13.8 萬0.1%+358新進歷史
Vanguard Ftse Emerging Markets ETF922042858ETF2,880$14.4 萬0.1%+2,880新進–
TTDTrade Desk, Inc.Stock2,069$14.5 萬0.1%+2,069新進歷史
ABTAbbott LaboratoriesStock1,242$14.7 萬0.1%+1,242新進歷史
NEENextera Energy IncStock1,929$15.1 萬0.1%+1,929新進歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW4,453$15.1 萬0.1%+4,453新進歷史
CNCCentene CorpStock2,450$15.3 萬0.1%+2,450新進歷史
iShares Core MSCI Eafe ETF46432F842ETF2,079$15.4 萬0.1%+2,079新進–
KOCoca Cola CoStock2,979$15.6 萬0.1%+2,979新進歷史
KMBKimberly Clark CorpStock1,204$15.9 萬0.1%+1,204新進歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW2,669$16.0 萬0.1%+2,669新進–
iShares S&P Small-Cap 600 Value ETF464287879ETF1,614$16.2 萬0.1%+1,614新進–
GSGoldman Sachs Group IncStock443$16.7 萬0.1%+443新進歷史
BRK.BBerkshire Hathaway IncStock632$17.2 萬0.1%+632新進歷史
iShares Core High Dividend ETF46429B663ETF1,832$17.3 萬0.1%+1,832新進–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF4,911$17.9 萬0.1%+4,911新進–
MSMorgan StanleyStock1,837$17.9 萬0.1%+1,837新進歷史
VanEck ETF Trust92189F106GOLD MINERS ETF6,110$18.0 萬0.1%00.0%不變–
WisdomTree Tr97717W307US LARGECAP DIVD1,571$18.7 萬0.1%+1,571新進–
MAMastercard IncStock540$18.8 萬0.1%+540新進歷史
iShares Tr464288448INTL SEL DIV ETF6,258$19.0 萬0.1%−915−12.8%減碼–
AMGNAmgen IncStock964$20.5 萬0.1%+964新進歷史
SBUXStarbucks CorpStock1,880$20.7 萬0.1%+49+2.7%加碼歷史
COPConocoPhillipsStock3,131$21.2 萬0.1%+3,131新進歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF4,405$21.3 萬0.1%+4,405新進–
SPDR Series Trust78464A383ST STR BACKE ETF8,345$21.5 萬0.1%+8,345新進–
EPDEnterprise Products Partners L.P.Stock9,981$21.6 萬0.1%+290+3.0%加碼歷史
Pacer FDS Tr69374H741DATA AND INFRAST5,668$22.1 萬0.1%+232+4.3%加碼–
SPDR Series Trust78464A672ST INTER ETF7,010$22.6 萬0.1%+7,010新進–
GMGeneral Motors CoCOM4,393$23.2 萬0.1%+900+25.8%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,379$23.3 萬0.1%+2,379新進–
BACBank of America CorpStock5,542$23.5 萬0.1%+5+0.1%加碼歷史
GOOGAlphabet Inc.Stock90$24.0 萬0.1%+2+2.3%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF6,298$24.6 萬0.1%−590−8.6%減碼–