Centerline Wealth Advisors, LLC
- SEC CIK
- 0001802059
- 最新申報
- 2026/7/17
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/28 申報。只含多頭部位。
- 持股檔數
- 35
- 2024 年第 3 季沒有申報
- 總值
- $1.71 億
- 2024 年第 3 季沒有申報
Centerline Wealth Advisors, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 396,087 | $1,833 萬 | 10.7% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 337,429 | $1,736 萬 | 10.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 345,161 | $1,549 萬 | 9.1% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 252,966 | $1,467 萬 | 8.6% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 49,000 | $1,289 萬 | 7.6% | – | – | – |
| AAPLApple Inc. | Stock | 44,121 | $1,104 萬 | 6.5% | – | – | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 294,261 | $1,090 萬 | 6.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 192,069 | $919.0 萬 | 5.4% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 167,023 | $856.5 萬 | 5.0% | – | – | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 124,171 | $811.9 萬 | 4.8% | – | – | – |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 158,528 | $763.9 萬 | 4.5% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 36,567 | $583.6 萬 | 3.4% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 64,838 | $551.1 萬 | 3.2% | – | – | – |
| TCW ETF Trust29287L205 | TRANS SYSTE ETF | 68,842 | $499.9 萬 | 2.9% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 92,340 | $487.6 萬 | 2.9% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 51,894 | $453.5 萬 | 2.7% | – | – | – |
| PEPPepsiCo Inc | Stock | 10,885 | $165.5 萬 | 1.0% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,056 | $120.4 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 13,825 | $105.9 萬 | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,097 | $92.8 萬 | 0.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,958 | $81.8 萬 | 0.5% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 947 | $73.1 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,613 | $62.4 萬 | 0.4% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,727 | $47.0 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,083 | $45.8 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,102 | $35.2 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 1,999 | $33.3 萬 | 0.2% | – | – | 歷史 |
| CHDNChurchill Downs Inc | COM | 2,357 | $31.4 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,773 | $29.5 萬 | 0.2% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,015 | $26.5 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,236 | $24.9 萬 | 0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,014 | $23.6 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,152 | $21.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 520 | $21.3 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,474 | $21.3 萬 | 0.1% | – | – | 歷史 |