Single Point Partners, LLC
- SEC CIK
- 0001801184
- 最新申報
- 2026/7/16
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/28 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 120
- 較 2021 年第 4 季 +34
- 總值
- $3.92 億
- 較 2021 年第 4 季 +$1,893 萬 (+5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JOBGEE Group Inc. | COM | 10,000 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 39,605 | $14.2 萬 | <0.1% | +481+1.2% | 加碼 | – |
| VTRSViatris Inc | Stock | 14,331 | $15.6 萬 | <0.1% | +14,331 | 新進 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 3,182 | $20.0 萬 | 0.1% | +3,182 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,307 | $20.3 萬 | 0.1% | −63−1.2% | 減碼 | – |
| DOVDOVER Corp | COM | 1,292 | $20.3 萬 | 0.1% | +1,292 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 900 | $20.5 萬 | 0.1% | +900 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 1,773 | $21.0 萬 | 0.1% | −133−7.0% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 3,023 | $21.2 萬 | 0.1% | +3,023 | 新進 | 歷史 |
| DGDollar General Corp | COM | 959 | $21.4 萬 | 0.1% | +959 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 1,573 | $21.5 萬 | 0.1% | +1,573 | 新進 | 歷史 |
| BAXBaxter International Inc | Stock | 2,796 | $21.7 萬 | 0.1% | +2,796 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,341 | $21.7 萬 | 0.1% | +1,341 | 新進 | 歷史 |
| DEDeere & Co | Stock | 527 | $21.9 萬 | 0.1% | +527 | 新進 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,870 | $22.0 萬 | 0.1% | −243−4.8% | 減碼 | – |
| LINLinde PLC | SHS | 695 | $22.2 萬 | 0.1% | +695 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,050 | $22.3 萬 | 0.1% | +1,050 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 552 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DACDanaos Corp | SHS | 2,222 | $22.8 萬 | 0.1% | +2,222 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 631 | $22.9 萬 | 0.1% | +24+4.0% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 4,319 | $23.0 萬 | 0.1% | +4,319 | 新進 | 歷史 |
| MMM3M Co | Stock | 1,583 | $23.6 萬 | 0.1% | −15−0.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 1,798 | $24.2 萬 | 0.1% | +1,798 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 367 | $24.5 萬 | 0.1% | +367 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 228 | $24.6 萬 | 0.1% | +228 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 2,534 | $25.1 萬 | 0.1% | +2,534 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,372 | $25.2 萬 | 0.1% | +1,372 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 2,558 | $25.6 萬 | 0.1% | +2,558 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,265 | $25.6 萬 | 0.1% | +466+58.3% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,477 | $25.6 萬 | 0.1% | +3,477 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,584 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 3,080 | $26.1 萬 | 0.1% | +3,080 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 585 | $26.2 萬 | 0.1% | +585 | 新進 | 歷史 |
| CICigna Group | Stock | 1,105 | $26.5 萬 | 0.1% | +1,105 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,369 | $26.5 萬 | 0.1% | +4,369 | 新進 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,675 | $28.5 萬 | 0.1% | +1,675 | 新進 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 3,196 | $28.8 萬 | 0.1% | +3,196 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 4,638 | $29.0 萬 | 0.1% | +40+0.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,798 | $29.2 萬 | 0.1% | +2,798 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,031 | $29.7 萬 | 0.1% | −349−8.0% | 減碼 | – |
| TFCTruist Financial Corp | COM | 5,327 | $30.2 萬 | 0.1% | +5,327 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 100,982 | $30.3 萬 | 0.1% | +5,934+6.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,065 | $30.5 萬 | 0.1% | +309+40.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 6,537 | $30.6 萬 | 0.1% | +6,537 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,014 | $30.8 萬 | 0.1% | +621+44.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,428 | $31.8 萬 | 0.1% | −35−2.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 702 | $32.0 萬 | 0.1% | +337+92.3% | 加碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 2,003 | $32.1 萬 | 0.1% | +2,003 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 634 | $32.3 萬 | 0.1% | +47+8.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,383 | $32.7 萬 | 0.1% | +2,383 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,226 | $34.7 萬 | 0.1% | +6,226 | 新進 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 4,953 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,264 | $37.1 萬 | 0.1% | +248+24.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,682 | $37.3 萬 | 0.1% | +3,682 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 608 | $38.3 萬 | 0.1% | +608 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 7,088 | $39.5 萬 | 0.1% | +30.0% | 加碼 | – |
| BXBlackstone Inc. | COM | 3,143 | $39.9 萬 | 0.1% | +688+28.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 9,783 | $40.3 萬 | 0.1% | +30.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,873 | $41.5 萬 | 0.1% | +824+78.6% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,780 | $43.3 萬 | 0.1% | +1,481+114.0% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 9,355 | $47.7 萬 | 0.1% | +3,211+52.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,517 | $49.0 萬 | 0.1% | +832+49.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,150 | $52.7 萬 | 0.1% | +576+22.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 10,191 | $52.8 萬 | 0.1% | −358−3.4% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $52.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,949 | $53.2 萬 | 0.1% | +1,949 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,786 | $53.5 萬 | 0.1% | +426+31.3% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,167 | $57.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,239 | $59.4 萬 | 0.2% | +3,607+99.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,744 | $61.6 萬 | 0.2% | −64−3.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 28,548 | $62.4 萬 | 0.2% | +1,710+6.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,838 | $63.7 萬 | 0.2% | −98−0.8% | 減碼依 2 比 1 拆股換算 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 58,051 | $63.7 萬 | 0.2% | +1,696+3.0% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 18,241 | $69.3 萬 | 0.2% | −503−2.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 3,947 | $69.9 萬 | 0.2% | +1,011+34.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,285 | $70.5 萬 | 0.2% | +6+0.1% | 加碼 | – |
| EBCEastern Bankshares, Inc. | COM | 36,039 | $77.6 萬 | 0.2% | +26+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,221 | $84.8 萬 | 0.2% | +773+14.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,407 | $94.7 萬 | 0.2% | −388−5.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 293 | $95.5 萬 | 0.2% | +117+66.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 5,226 | $96.0 萬 | 0.2% | 00.0% | 不變 | – |
| HUBSHubSpot Inc | COM | 2,074 | $98.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 11,330 | $113.2 萬 | 0.3% | +200+1.8% | 加碼 | – |
| DOCNDigitalOcean Holdings, Inc. | COM | 19,777 | $114.4 萬 | 0.3% | +19,777 | 新進 | 歷史 |
| BABoeing Co | Stock | 5,993 | $114.8 萬 | 0.3% | −86−1.4% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,153 | $118.7 萬 | 0.3% | +5,446+319.0% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 9,794 | $121.3 萬 | 0.3% | +1,970+25.2% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,849 | $131.2 萬 | 0.3% | −151−1.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 87,412 | $137.0 萬 | 0.3% | +6,725+8.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 542 | $150.7 萬 | 0.4% | +60+12.4% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 20,491 | $155.4 萬 | 0.4% | +222+1.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 606 | $169.1 萬 | 0.4% | +64+11.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,458 | $185.7 萬 | 0.5% | −4−0.1% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 57,015 | $201.9 萬 | 0.5% | +9,366+19.7% | 加碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 42,693 | $223.2 萬 | 0.6% | +42,693 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 8,235 | $253.9 萬 | 0.6% | +2,420+41.6% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 38,400 | $293.3 萬 | 0.7% | +28,589+291.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,108 | $298.4 萬 | 0.8% | +29+0.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 21,758 | $379.9 萬 | 1.0% | +598+2.8% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 104,923 | $405.4 萬 | 1.0% | −3,466−3.2% | 減碼 | – |
2021 年第 4 季之後清倉（4 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| COSTCostco Wholesale Corp | Stock | 423 | $24.0 萬 | 0.1% | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,532 | $21.3 萬 | 0.1% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,366 | $20.2 萬 | 0.1% | – |
| SRGSeritage Growth Properties | CL A | 10,427 | $13.8 萬 | <0.1% | 歷史 |