Wealth Quarterback LLC
- SEC CIK
- 0001803386
- 最新申報
- 2026/7/27
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位。
- 持股檔數
- 118
- 2022 年第 1 季沒有申報
- 總值
- $1.28 億
- 2022 年第 1 季沒有申報
Wealth Quarterback LLC 沒有申報 2022 年第 1 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 |
|---|---|---|---|---|---|---|---|
| SENSSenseonics Holdings, Inc. | COM | 20,020 | $2.10 萬 | <0.1% | – | – | 歷史 |
| VRMVroom, Inc. | COM | 72,858 | $9.10 萬 | 0.1% | – | – | 歷史 |
| VLYValley National Bancorp | COM | 10,041 | $10.5 萬 | 0.1% | – | – | 歷史 |
| HFROHighland Opportunities & Income Fund | HIGHLAND INCOME | 11,258 | $12.7 萬 | 0.1% | – | – | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 11,056 | $13.0 萬 | 0.1% | – | – | 歷史 |
| APLEApple Hospitality REIT, Inc. | REIT | 10,898 | $16.0 萬 | 0.1% | – | – | 歷史 |
| XUnited States Steel Corp | COM | 10,035 | $18.0 萬 | 0.1% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 1,575 | $20.4 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 10,623 | $20.5 萬 | 0.2% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 6,443 | $20.5 萬 | 0.2% | – | – | – |
| ZMZoom Communications, Inc. | Stock | 1,917 | $20.7 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 10,129 | $20.7 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,104 | $20.8 萬 | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 2,160 | $20.8 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 10,376 | $21.5 萬 | 0.2% | – | – | – |
| EDConsolidated Edison Inc | Stock | 2,269 | $21.6 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 10,371 | $21.7 萬 | 0.2% | – | – | – |
| iShares Tr464288588 | MBS ETF | 2,296 | $22.4 萬 | 0.2% | – | – | – |
| VERUVeru Inc. | COM | 20,000 | $22.6 萬 | 0.2% | – | – | 歷史 |
| SHELShell plc | ADR | 4,338 | $22.7 萬 | 0.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,774 | $23.3 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 551 | $23.7 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,133 | $24.3 萬 | 0.2% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 10,511 | $25.1 萬 | 0.2% | – | – | – |
| DUKDuke Energy CORP | Stock | 2,359 | $25.3 萬 | 0.2% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,403 | $25.6 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,273 | $25.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,962 | $25.9 萬 | 0.2% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,670 | $26.2 萬 | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 7,076 | $26.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 5,382 | $26.9 萬 | 0.2% | – | – | – |
| ENBEnbridge Inc | Stock | 6,461 | $27.3 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,652 | $27.5 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,582 | $27.7 萬 | 0.2% | – | – | 歷史 |
| FRBKRepublic First Bancorp Inc | COM | 74,553 | $28.4 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,629 | $29.1 萬 | 0.2% | – | – | 歷史 |
| GUTGabelli Utility Trust | COM | 42,787 | $29.1 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,771 | $30.0 萬 | 0.2% | – | – | – |
| MOAltria Group, Inc. | Stock | 7,867 | $32.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 6,608 | $33.7 萬 | 0.3% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,692 | $35.9 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,094 | $36.6 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,369 | $37.4 萬 | 0.3% | – | – | 歷史 |
| CCitigroup Inc | Stock | 8,281 | $38.1 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,567 | $40.7 萬 | 0.3% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $40.9 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,838 | $41.0 萬 | 0.3% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,050 | $41.9 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,539 | $42.2 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,646 | $42.4 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,346 | $43.7 萬 | 0.3% | – | – | 歷史 |
| LCIDLucid Group, Inc. | COM | 25,761 | $44.2 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,464 | $45.0 萬 | 0.4% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 10,843 | $45.2 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,589 | $45.3 萬 | 0.4% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 4,327 | $45.4 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,271 | $46.5 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 22,546 | $47.3 萬 | 0.4% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 15,029 | $47.3 萬 | 0.4% | – | – | – |
| THWabrdn World Healthcare Fund | BEN INT SHS | 33,035 | $47.6 萬 | 0.4% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,383 | $47.8 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 4,684 | $47.9 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 749 | $50.4 萬 | 0.4% | – | – | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 15,388 | $50.4 萬 | 0.4% | – | – | – |
| PEGPublic Service Enterprise Group Inc | COM | 8,090 | $51.2 萬 | 0.4% | – | – | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 8,435 | $51.3 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,383 | $52.2 萬 | 0.4% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,060 | $52.4 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 10,269 | $53.8 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 4,025 | $54.9 萬 | 0.4% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,833 | $56.4 萬 | 0.4% | – | – | 歷史 |
| MLIMueller Industries Inc | COM | 10,838 | $57.8 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,901 | $62.9 萬 | 0.5% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 13,514 | $64.1 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 12,724 | $64.6 萬 | 0.5% | – | – | 歷史 |
| MMM3M Co | Stock | 5,131 | $66.4 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,348 | $66.6 萬 | 0.5% | – | – | 歷史 |
| AELAmerican National Group Inc. | COM | 19,217 | $70.3 萬 | 0.5% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 28,954 | $71.5 萬 | 0.6% | – | – | – |
| IIMInvesco Value Municipal Income Trust | COM | 56,785 | $73.1 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,575 | $80.2 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,131 | $84.4 萬 | 0.7% | – | – | – |
| CVXChevron Corp | Stock | 5,904 | $85.5 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 8,405 | $86.0 萬 | 0.7% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 5,118 | $86.6 萬 | 0.7% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,522 | $86.8 萬 | 0.7% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,159 | $87.4 萬 | 0.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 9,327 | $88.1 萬 | 0.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,339 | $88.5 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,405 | $89.3 萬 | 0.7% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 9,859 | $91.4 萬 | 0.7% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 14,632 | $92.1 萬 | 0.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 7,681 | $93.4 萬 | 0.7% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 14,292 | $97.6 萬 | 0.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 454 | $98.9 萬 | 0.8% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,086 | $100.0 萬 | 0.8% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 13,484 | $107.6 萬 | 0.8% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,835 | $119.4 萬 | 0.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,535 | $133.8 萬 | 1.0% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,271 | $137.1 萬 | 1.1% | – | – | – |