PSI Advisors, LLC
- SEC CIK
- 0001779040
- 最新申報
- 2026/8/3
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/22 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 892
- 較 2024 年第 2 季 +17
- 總值
- $3.41 億
- 較 2024 年第 2 季 +$2,542 萬 (+8.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 165 | $1.31 萬 | <0.1% | 00.0% | 不變 | – |
| PPLPPL Corp | COM | 400 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 207 | $1.32 萬 | <0.1% | +1+0.5% | 加碼 | – |
| PLYMPlymouth Industrial REIT, Inc. | COM | 600 | $1.36 萬 | <0.1% | −200−25.0% | 減碼 | 歷史 |
| UBSIUnited Bankshares Inc | COM | 368 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V712 | DYNMC MKT ETF | 285 | $1.37 萬 | <0.1% | +2+0.7% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 103 | $1.39 萬 | <0.1% | +1+1.0% | 加碼 | – |
| NVSNovartis AG | ADR | 121 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 60 | $1.43 萬 | <0.1% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 268 | $1.43 萬 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 55 | $1.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 89 | $1.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 275 | $1.45 萬 | <0.1% | +220+400.0% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 430 | $1.45 萬 | <0.1% | −83−16.2% | 減碼 | – |
| CMICummins Inc | Stock | 45 | $1.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072307 | US QUALITY GROW | 161 | $1.46 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 195 | $1.47 萬 | <0.1% | +55+39.3% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 398 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 110 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 151 | $1.48 萬 | <0.1% | 00.0% | 不變 | – |
| DOCUDocuSign, Inc. | Stock | 239 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 500 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKURoku, Inc | COM CL A | 200 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DPZDominos Pizza Inc | COM | 35 | $1.51 萬 | <0.1% | +35 | 新進 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 249 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CIGIColliers International Group Inc. | SUB VTG SHS | 100 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 100 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 453 | $1.56 萬 | <0.1% | +2+0.4% | 加碼 | 歷史 |
| BWLPBW LPG Ltd | COM | 1,100 | $1.58 萬 | <0.1% | +1,100 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 44 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 550 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 90 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 178 | $1.61 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Ibonds 2025 Term High Yield & Income ETF46435U168 | ETF | 695 | $1.62 萬 | <0.1% | −108−13.4% | 減碼 | – |
| PAGPenske Automotive Group, Inc. | COM | 100 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 58 | $1.63 萬 | <0.1% | +20+52.6% | 加碼 | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 640 | $1.63 萬 | <0.1% | +10+1.6% | 加碼 | – |
| TGTXTG Therapeutics, Inc. | COM | 700 | $1.64 萬 | <0.1% | −500−41.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 322 | $1.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 388 | $1.69 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 238 | $1.69 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 622 | $1.70 萬 | <0.1% | +104+20.1% | 加碼 | – |
| John Hancock FDS III47803U640 | DSPLN VAL FD I | 659 | $1.70 萬 | <0.1% | +659 | 新進 | – |
| Invesco Actively Managed Exc46090A705 | S&P500 DOWNSID | 447 | $1.71 萬 | <0.1% | −77−14.7% | 減碼 | – |
| ULTAUlta Beauty, Inc. | Stock | 44 | $1.71 萬 | <0.1% | +24+120.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 255 | $1.71 萬 | <0.1% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 84 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 1,540 | $1.73 萬 | <0.1% | +50+3.4% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 332 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U366 | SELF DRIVNG EV | 546 | $1.73 萬 | <0.1% | 00.0% | 不變 | – |
| TDOCTeladoc Health, Inc. | COM | 1,907 | $1.75 萬 | <0.1% | −1,203−38.7% | 減碼 | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 2,100 | $1.77 萬 | <0.1% | −500−19.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 904 | $1.78 萬 | <0.1% | 00.0% | 不變 | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 500 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| ETF Ser Solutions26922A594 | AAM S&P 500 | 543 | $1.82 萬 | <0.1% | +5+0.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V605 | DJ INDL AVG DV | 349 | $1.83 萬 | <0.1% | +2+0.6% | 加碼 | – |
| First Tr Exchange-Traded FD33738R852 | NASDQ FOD BVRG | 715 | $1.83 萬 | <0.1% | +1+0.1% | 加碼 | – |
| PKSTPeakstone Realty Trust | Common Stock | 1,351 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 895 | $1.85 萬 | <0.1% | 00.0% | 不變 | – |
| Artisan Mid Cap Advisor04314H659 | EQUITY FUNDS | 491 | $1.85 萬 | <0.1% | +491 | 新進 | – |
| USBUS Bancorp DE | COM NEW | 410 | $1.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 330 | $1.89 萬 | <0.1% | 00.0% | 不變 | – |
| HIMSHims & Hers Health, Inc. | Stock | 1,050 | $1.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 351 | $1.95 萬 | <0.1% | +221+170.0% | 加碼 | – |
| PCARPaccar Inc | COM | 200 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARCCAres Capital Corp | CEF | 950 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Mainstay Winslow Large Cap Growth I56062X641 | EQUITY FUNDS | 1,503 | $1.99 萬 | <0.1% | +1,503 | 新進 | – |
| FEFirstenergy Corp | COM | 450 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALCAlcon Inc | Stock | 200 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 269 | $2.01 萬 | <0.1% | +116+75.8% | 加碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 244 | $2.05 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 243 | $2.05 萬 | <0.1% | −77−24.1% | 減碼 | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 785 | $2.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard921935102 | Com | 446 | $2.06 萬 | <0.1% | +446 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 391 | $2.07 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 185 | $2.09 萬 | <0.1% | −93−33.5% | 減碼 | – |
| Flexshares Tr33939L746 | US QUALITY CAP | 331 | $2.15 萬 | <0.1% | +1+0.3% | 加碼 | – |
| iShares Tr46432F875 | MRNGSTR INC ETF | 1,061 | $2.19 萬 | <0.1% | 00.0% | 不變 | – |
| AGNCAGNC Investment Corp. | REIT | 2,100 | $2.20 萬 | <0.1% | +400+23.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 226 | $2.21 萬 | <0.1% | 00.0% | 不變 | – |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 3,500 | $2.22 萬 | <0.1% | −4,146−54.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 131 | $2.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 13,500 | $2.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F409 | INCOME OPPRTNTES | 1,000 | $2.23 萬 | <0.1% | 00.0% | 不變 | – |
| John Hancock FDS III47803W406 | DISC VAL MCP I | 728 | $2.24 萬 | <0.1% | +728 | 新進 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 201 | $2.25 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 189 | $2.26 萬 | <0.1% | +152+410.8% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 87 | $2.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 1,450 | $2.29 萬 | <0.1% | +750+107.1% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 55 | $2.29 萬 | <0.1% | +55 | 新進 | 歷史 |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 309 | $2.29 萬 | <0.1% | +2+0.7% | 加碼 | – |
| PKGPackaging Corp of America | Stock | 107 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Columbia ETF Tr II19762B707 | INDIA CONSMR ETF | 300 | $2.31 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435U184 | IBONDS 24 TRM HG | 1,000 | $2.33 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 267 | $2.34 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 216 | $2.35 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 313 | $2.35 萬 | <0.1% | 00.0% | 不變 | – |
| DTEDte Energy Co | COM | 187 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 93 | $2.43 萬 | <0.1% | +1+1.1% | 加碼 | – |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 700 | $2.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（24 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Principal Exchange-Traded FD74255Y409 | HELTHCARE INDX | 4,908 | $17.9 萬 | 0.1% | – |
| CECelanese Corp | Stock | 265 | $3.57 萬 | <0.1% | 歷史 |
| KMXCarMax Inc | COM | 471 | $3.45 萬 | <0.1% | 歷史 |
| ALLEAllegion plc | ORD SHS | 270 | $3.19 萬 | <0.1% | 歷史 |
| NHTCNatural Health Trends Corp | COM | 4,143 | $2.94 萬 | <0.1% | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 666 | $2.65 萬 | <0.1% | 歷史 |
| POOLPool Corp | COM | 83 | $2.55 萬 | <0.1% | 歷史 |
| iShares Tr46434V704 | CUR HED MSCI GER | 490 | $1.74 萬 | <0.1% | – |
| OCSLOaktree Specialty Lending Corp | COM | 900 | $1.69 萬 | <0.1% | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 154 | $1.55 萬 | <0.1% | – |
| AMTAmerican Tower Corp | REIT | 44 | $8,553 | <0.1% | 歷史 |
| DHTDHT Holdings, Inc. | SHS NEW | 700 | $8,099 | <0.1% | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 224 | $7,943 | <0.1% | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 221 | $7,839 | <0.1% | – |
| Global X Uranium ETF37954Y871 | ETF | 200 | $5,790 | <0.1% | – |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 227 | $4,794 | <0.1% | – |
| iShares Tr46434V316 | GLOBAL EQUITY | 98 | $4,154 | <0.1% | – |
| IBRXImmunityBio, Inc. | COM | 350 | $2,212 | <0.1% | 歷史 |
| New Fortress Energy Inc644393900 | CALL | 17 | $2,040 | <0.1% | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 41 | $1,714 | <0.1% | – |
| PDSPrecision Drilling Corp | COM NEW | 20 | $1,407 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 25 | $660 | <0.1% | – |
| VSTMVerastem, Inc. | COM NEW | 27 | $80 | <0.1% | 歷史 |
| EVBGEverbridge, Inc. | COM | 1 | $35 | <0.1% | 歷史 |