Horizon Advisory Services, Inc.
- SEC CIK
- 0001799006
- 最新申報
- 2026/8/3
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/15 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 45
- 較 2024 年第 1 季 −1
- 總值
- $2.09 億
- 較 2024 年第 1 季 −$580.5 萬 (−2.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 472,229 | $2,677 萬 | 12.8% | +2,158+0.5% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 782,244 | $2,611 萬 | 12.5% | −27,546−3.4% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 469,610 | $2,571 萬 | 12.3% | −11,950−2.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 478,809 | $2,535 萬 | 12.1% | −11,157−2.3% | 減碼 | – |
| Harbor ETF Trust41151J307 | DISRUPTIVE INNOV | 1,442,172 | $2,251 萬 | 10.8% | −27,373−1.9% | 減碼 | – |
| First Tr Dow Jones Select Mi33718M105 | COM SHS ANNUAL | 315,172 | $1,889 萬 | 9.0% | +1570.0% | 加碼 | – |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 635,544 | $1,806 萬 | 8.6% | +24,889+4.1% | 加碼 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 708,356 | $1,699 萬 | 8.1% | +22,567+3.3% | 加碼 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 766,076 | $1,672 萬 | 8.0% | +27,478+3.7% | 加碼 | – |
| NBTBNBT Bancorp Inc | COM | 34,781 | $134.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,019 | $62.8 萬 | 0.3% | +918+12.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 2,086 | $43.9 萬 | 0.2% | −155−6.9% | 減碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 2,273 | $39.8 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J125 | LATIN AMER ALP | 22,133 | $39.0 萬 | 0.2% | +691+3.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,000 | $38.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 3,392 | $37.3 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 800 | $36.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,001 | $34.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LENLennar Corp | CL A | 2,284 | $34.2 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 2,379 | $33.5 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,312 | $32.6 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 7,238 | $31.4 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,999 | $31.3 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 2,401 | $31.1 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,754 | $30.4 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 727 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FOXFox Corp | CL B COM | 9,054 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 3,864 | $28.6 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| NUENucor Corp | COM | 1,728 | $27.3 萬 | 0.1% | +9+0.5% | 加碼 | 歷史 |
| BGBunge Global SA | COM SHS | 2,513 | $26.8 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 4,163 | $26.2 萬 | 0.1% | +13+0.3% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 5,395 | $25.6 萬 | 0.1% | +18+0.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,184 | $25.3 萬 | 0.1% | +73+6.6% | 加碼 | 歷史 |
| VanEck Vectors ETF Tr92189F841 | NAT RES ETF | 4,940 | $24.7 萬 | 0.1% | +114+2.4% | 加碼 | – |
| CTRACoterra Energy Inc. | Stock | 9,181 | $24.5 萬 | 0.1% | +57+0.6% | 加碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 13,236 | $24.1 萬 | 0.1% | +80+0.6% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 6,288 | $23.3 萬 | 0.1% | +45+0.7% | 加碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 3,102 | $23.0 萬 | 0.1% | +30+1.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,559 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,284 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RHIRobert Half Inc. | COM | 3,455 | $22.1 萬 | 0.1% | +118+3.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 10,938 | $21.9 萬 | 0.1% | +188+1.7% | 加碼 | – |
| MOSMosaic Co | COM | 7,550 | $21.8 萬 | 0.1% | +337+4.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 391 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| APAAPA Corp | Stock | 7,181 | $21.1 萬 | 0.1% | +638+9.8% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（1 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。