PSI Advisors, LLC
- SEC CIK
- 0001779040
- 最新申報
- 2026/8/3
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/25 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 794
- 較 2022 年第 4 季 +17
- 總值
- $2.07 億
- 較 2022 年第 4 季 +$1,917 萬 (+10.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 42 | $751 | <0.1% | 00.0% | 不變 | – |
| JKHYJack Henry & Associates Inc | Stock | 5 | $754 | <0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 8 | $758 | <0.1% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 18 | $780 | <0.1% | +4+28.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V548 | INTL DIVI ACHI | 44 | $785 | <0.1% | 00.0% | 不變 | – |
| RUMRUM Group Inc. | Stock | 80 | $800 | <0.1% | 00.0% | 不變 | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 200 | $810 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 7 | $824 | <0.1% | 00.0% | 不變 | – |
| FDSFactset Research Systems Inc | Stock | 2 | $830 | <0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 11 | $849 | <0.1% | 00.0% | 不變 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 10 | $856 | <0.1% | −50−83.3% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22 | $889 | <0.1% | 00.0% | 不變 | – |
| HNSTHonest Company, Inc. | COM | 500 | $900 | <0.1% | +500 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 20 | $901 | <0.1% | +20 | 新進 | – |
| Chiron Real Estate Inc.37954A204 | COM NEW | 100 | $911 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 15 | $914 | <0.1% | 00.0% | 不變 | – |
| MCOMoodys Corp | Stock | 3 | $918 | <0.1% | 00.0% | 不變 | 歷史 |
| BFLYButterfly Network, Inc. | COM CL A | 500 | $940 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U135 | CYBERSECURITY | 26 | $947 | <0.1% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 5 | $971 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 5 | $981 | <0.1% | 00.0% | 不變 | 歷史 |
| POWWOutdoor Holding Co | COM | 500 | $985 | <0.1% | 00.0% | 不變 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 4 | $986 | <0.1% | 00.0% | 不變 | 歷史 |
| TRIPTripAdvisor, Inc. | COM | 50 | $993 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Ser Tr78468R689 | S&P KENSHO SMART | 32 | $1,017 | <0.1% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 35 | $1,048 | <0.1% | 00.0% | 不變 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 100 | $1,050 | <0.1% | 00.0% | 不變 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 15 | $1,050 | <0.1% | 00.0% | 不變 | 歷史 |
| AVTRAvantor, Inc. | COM | 50 | $1,057 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 5 | $1,060 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14 | $1,067 | <0.1% | 00.0% | 不變 | – |
| BlackRock Income Fund Instl09260B887 | BMSIX | 122 | $1,068 | <0.1% | 00.0% | 不變 | – |
| DDD3D Systems Corp | COM NEW | 100 | $1,072 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10 | $1,096 | <0.1% | 00.0% | 不變 | – |
| SNAPSnap Inc | Stock | 100 | $1,121 | <0.1% | −110−52.4% | 減碼 | 歷史 |
| CIMChimera Investment Corp | COM NEW | 200 | $1,128 | <0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 21 | $1,133 | <0.1% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 15 | $1,133 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 36 | $1,133 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F684 | RETAIL ETF | 7 | $1,144 | <0.1% | +7 | 新進 | – |
| PAYXPaychex Inc | Stock | 10 | $1,146 | <0.1% | −33−76.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 24 | $1,149 | <0.1% | 00.0% | 不變 | – |
| NSNuStar Energy L.P. | UNIT COM | 75 | $1,173 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 15 | $1,176 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F370 | MSCI USA SZE FT | 10 | $1,179 | <0.1% | 00.0% | 不變 | – |
| AFLAflac Inc | Stock | 19 | $1,226 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 9 | $1,262 | <0.1% | 00.0% | 不變 | – |
| Prudential WRLD FD in Jnson GL743969685 | MF | 38 | $1,264 | <0.1% | −19−33.3% | 減碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 29 | $1,268 | <0.1% | 00.0% | 不變 | – |
| NWNNorthwest Natural Holding Co | COM | 27 | $1,284 | <0.1% | −166−86.0% | 減碼 | 歷史 |
| HWCHancock Whitney Corp | COM | 36 | $1,321 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 15 | $1,326 | <0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6 | $1,336 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Global Opportunities Y00900W738 | EQ FD | 27 | $1,338 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 27 | $1,351 | <0.1% | +27 | 新進 | – |
| COMPCompass, Inc. | CL A | 420 | $1,357 | <0.1% | 00.0% | 不變 | 歷史 |
| ACREAres Commercial Real Estate Corp | COM | 151 | $1,377 | <0.1% | +1+0.7% | 加碼 | 歷史 |
| iShares Inc464286806 | MSCI GERMANY ETF | 49 | $1,395 | <0.1% | 00.0% | 不變 | – |
| DJTTrump Media & Technology Group Corp. | Stock | 100 | $1,405 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 4 | $1,422 | <0.1% | 00.0% | 不變 | 歷史 |
| LSTRLandstar System Inc | COM | 8 | $1,434 | <0.1% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 33 | $1,496 | <0.1% | +1+3.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 6 | $1,512 | <0.1% | 00.0% | 不變 | 歷史 |
| BP Prudhoe Bay Rty Tr055630107 | UNIT BEN INT | 200 | $1,528 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 12 | $1,550 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 31 | $1,562 | <0.1% | −25−44.6% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 8 | $1,578 | <0.1% | 00.0% | 不變 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 107 | $1,579 | <0.1% | −13−10.8% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7 | $1,588 | <0.1% | 00.0% | 不變 | – |
| WRBYWarby Parker Inc. | CL A COM | 150 | $1,589 | <0.1% | +150 | 新進 | 歷史 |
| FYBRFrontier Communications Parent, Inc. | COM | 70 | $1,594 | <0.1% | 00.0% | 不變 | 歷史 |
| IVZInvesco Ltd. | Stock | 100 | $1,640 | <0.1% | 00.0% | 不變 | 歷史 |
| JHIJohn Hancock Investors Trust | COM | 130 | $1,650 | <0.1% | 00.0% | 不變 | 歷史 |
| PRLBProto Labs Inc | COM | 50 | $1,658 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 200 | $1,690 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 24 | $1,695 | <0.1% | 00.0% | 不變 | – |
| STEMStem, Inc. | CL A | 300 | $1,701 | <0.1% | 00.0% | 不變 | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 40 | $1,779 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288588 | MBS ETF | 19 | $1,800 | <0.1% | 00.0% | 不變 | – |
| LZLegalzoom.com, Inc. | COM | 200 | $1,876 | <0.1% | +200 | 新進 | 歷史 |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 40 | $1,888 | <0.1% | +40 | 新進 | – |
| OGNOrganon & Co. | Stock | 80 | $1,889 | <0.1% | −170−68.0% | 減碼 | 歷史 |
| PBIPitney Bowes Inc | COM | 500 | $1,945 | <0.1% | 00.0% | 不變 | 歷史 |
| LBTYALiberty Global Ltd. | SHS CL A | 100 | $1,950 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 36 | $1,957 | <0.1% | 00.0% | 不變 | – |
| NXPINXP Semiconductors N.V. | COM | 11 | $2,051 | <0.1% | 00.0% | 不變 | 歷史 |
| Janus Balanced Fd471023879 | COM | 54 | $2,101 | <0.1% | 00.0% | 不變 | – |
| TSCOTractor Supply Co | COM | 9 | $2,115 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286665 | MSCI PAC JP ETF | 51 | $2,233 | <0.1% | 00.0% | 不變 | – |
| CHWYChewy, Inc. | CL A | 60 | $2,243 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 100 | $2,252 | <0.1% | 00.0% | 不變 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 100 | $2,338 | <0.1% | 00.0% | 不變 | – |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 680 | $2,394 | <0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 12 | $2,415 | <0.1% | 00.0% | 不變 | 歷史 |
| RABrookfield Real Assets Income Fund Inc. | SHS BEN INT | 150 | $2,468 | <0.1% | +75+100.0% | 加碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 160 | $2,476 | <0.1% | −90−36.0% | 減碼 | 歷史 |
| CEQPCrestwood Equity Partners LP | UNIT LTD PARTNER | 100 | $2,493 | <0.1% | 00.0% | 不變 | 歷史 |
| LILi Auto Inc. | SPONSORED ADS | 100 | $2,495 | <0.1% | 00.0% | 不變 | 歷史 |
| SKYTSkyWater Technology, LLC | COM | 220 | $2,504 | <0.1% | +220 | 新進 | 歷史 |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 400 | $2,512 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（44 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DNPDNP Select Income Fund Inc | COM | 8,389 | $9.44 萬 | 0.1% | 歷史 |
| PHMPultegroup Inc | COM | 1,200 | $5.46 萬 | <0.1% | 歷史 |
| CLMTCalumet, Inc. | UT LTD PARTNER | 1,500 | $2.53 萬 | <0.1% | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 665 | $2.08 萬 | <0.1% | – |
| VLOValero Energy Corp | Stock | 138 | $1.75 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 380 | $1.47 萬 | <0.1% | – |
| Columbia Global Technology Growth A19765P539 | MFA | 330 | $1.44 萬 | <0.1% | – |
| Pacer Trendpilot International ETF69374H683 | ETF | 585 | $1.42 萬 | <0.1% | – |
| SNVSynovus Financial Corp | COM NEW | 344 | $1.29 萬 | <0.1% | 歷史 |
| GNTXGentex Corp | COM | 425 | $1.16 萬 | <0.1% | 歷史 |
| Adamas Trust, Inc.649604501 | COM PAR $.02 | 4,000 | $1.02 萬 | <0.1% | – |
| KNBEKnowBe4, Inc. | CL A | 400 | $9,912 | <0.1% | 歷史 |
| NSPInsperity, Inc. | COM | 87 | $9,883 | <0.1% | 歷史 |
| CRSCarpenter Technology Corp | COM | 243 | $8,976 | <0.1% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 67 | $8,687 | <0.1% | – |
| WENWendy's Co | Stock | 350 | $7,921 | <0.1% | 歷史 |
| LESLLeslie's, Inc. | COM | 600 | $7,326 | <0.1% | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 400 | $7,124 | <0.1% | – |
| LEVILevi Strauss & Co | CL A COM STK | 400 | $6,208 | <0.1% | 歷史 |
| Columbia Balanced A19765P471 | MFA | 132 | $5,338 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 224 | $4,700 | <0.1% | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 161 | $4,265 | <0.1% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 40 | $4,212 | <0.1% | 歷史 |
| CAECae Inc | COM | 200 | $3,868 | <0.1% | 歷史 |
| U.S. Global Jets ETF26922A842 | ETF | 224 | $3,826 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 183 | $3,749 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 183 | $3,686 | <0.1% | – |
| STORStore Capital LLC | COM | 105 | $3,366 | <0.1% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 72 | $3,363 | <0.1% | – |
| MANManpowerGroup Inc. | COM | 35 | $2,912 | <0.1% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 24 | $2,793 | <0.1% | 歷史 |
| ALLYAlly Financial Inc. | Stock | 113 | $2,766 | <0.1% | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 52 | $2,493 | <0.1% | – |
| XPEVXpeng Inc. | ADS | 250 | $2,485 | <0.1% | 歷史 |
| Siren Nexgen Economy ETF829658202 | ETF | 115 | $2,335 | <0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 26 | $2,015 | <0.1% | – |
| BALYBally's Corp | COM | 100 | $1,938 | <0.1% | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 55 | $1,634 | <0.1% | 歷史 |
| KULRKULR Technology Group, Inc. | Common Stock | 1,250 | $1,500 | <0.1% | 歷史 |
| FSLYFastly, Inc. | CL A | 100 | $819 | <0.1% | 歷史 |
| Titan Med Inc88830X819 | COM NEW | 1,033 | $682 | <0.1% | – |
| SPHRSphere Entertainment Co. | CL A | 13 | $585 | <0.1% | 歷史 |
| NYMXFNymox Pharmaceutical Corp | COM | 1,200 | $388 | <0.1% | 歷史 |
| INOInovio Pharmaceuticals, Inc. | COM NEW | 41 | $64 | <0.1% | 歷史 |