Petix & Botte Co
- SEC CIK
- 0001803255
- 最新申報
- 2026/8/4
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位。
- 持股檔數
- 76
- 2022 年第 4 季沒有申報
- 總值
- $1.48 億
- 2022 年第 4 季沒有申報
Petix & Botte Co 沒有申報 2022 年第 4 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 125,456 | $1,114 萬 | 7.5% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 146,825 | $1,083 萬 | 7.3% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 224,891 | $1,077 萬 | 7.3% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 262,339 | $1,054 萬 | 7.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 104,374 | $837.3 萬 | 5.6% | – | – | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 354,512 | $832.7 萬 | 5.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 110,526 | $816.0 萬 | 5.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 29,159 | $729.4 萬 | 4.9% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 97,280 | $578.9 萬 | 3.9% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 64,432 | $432.1 萬 | 2.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,100 | $376.6 萬 | 2.5% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 90,412 | $374.8 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,090 | $369.2 萬 | 2.5% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 5,953 | $295.8 萬 | 2.0% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 60,267 | $294.8 萬 | 2.0% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,453 | $271.3 萬 | 1.8% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 32,693 | $270.8 萬 | 1.8% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,325 | $245.7 萬 | 1.7% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22,355 | $235.8 萬 | 1.6% | – | – | – |
| AAPLApple Inc. | Stock | 14,246 | $234.9 萬 | 1.6% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 29,351 | $213.5 萬 | 1.4% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 23,756 | $197.3 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,894 | $149.6 萬 | 1.0% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 19,829 | $132.6 萬 | 0.9% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 22,787 | $114.7 萬 | 0.8% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,212 | $111.1 萬 | 0.7% | – | – | – |
| QCOMQualcomm Inc | Stock | 8,255 | $105.3 萬 | 0.7% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 4,335 | $103.4 萬 | 0.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,706 | $90.5 萬 | 0.6% | – | – | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 18,189 | $90.2 萬 | 0.6% | – | – | – |
| SRESempra | Stock | 5,958 | $90.1 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,242 | $89.5 萬 | 0.6% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,948 | $80.3 萬 | 0.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,381 | $78.2 萬 | 0.5% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 8,487 | $77.4 萬 | 0.5% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 19,355 | $75.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,763 | $75.6 萬 | 0.5% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 26,144 | $71.9 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,434 | $70.2 萬 | 0.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,487 | $69.5 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,309 | $68.7 萬 | 0.5% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,117 | $59.1 萬 | 0.4% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 7,655 | $58.7 萬 | 0.4% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 15,479 | $48.3 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,415 | $47.0 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,547 | $45.7 萬 | 0.3% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 2,672 | $44.5 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 4,222 | $42.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,023 | $42.4 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,396 | $42.0 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,013 | $41.6 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 17,261 | $40.9 萬 | 0.3% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 820 | $37.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 7,501 | $35.9 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 6,760 | $35.4 萬 | 0.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,279 | $34.7 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,743 | $32.6 萬 | 0.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,097 | $31.3 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,706 | $31.3 萬 | 0.2% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 6,869 | $30.8 萬 | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,760 | $30.8 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,499 | $29.2 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 920 | $28.4 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,555 | $25.6 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739G103 | MNGD FUTRS STRGY | 5,275 | $24.8 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,667 | $24.8 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,285 | $23.7 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,684 | $23.5 萬 | 0.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,212 | $23.0 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 7,856 | $22.5 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,473 | $21.9 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 5,164 | $21.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 5,683 | $20.2 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 930 | $20.1 萬 | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 489 | $20.0 萬 | 0.1% | – | – | 歷史 |
| Ea Series Trust02072L714 | BRIDGEWAY BLUE | 20,360 | $18.1 萬 | 0.1% | – | – | – |