HYA Advisors, Inc
- SEC CIK
- 0001810676
- 最新申報
- 2022/7/13
2022 年第 1 季持倉
持倉截至 2022/3/31,2022/4/12 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 151
- 較 2021 年第 4 季 −2
- 總值
- $2.89 億
- 較 2021 年第 4 季 +$977.4 萬 (+3.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SLIStandard Lithium Ltd. | COM | 13,300 | $11.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 21,500 | $18.1 萬 | 0.1% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 829 | $20.0 萬 | 0.1% | +829 | 新進 | 歷史 |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 2,147 | $20.1 萬 | 0.1% | +10.0% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 7,323 | $20.7 萬 | 0.1% | −136−1.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,000 | $21.3 萬 | 0.1% | +1,000 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 478 | $21.4 萬 | 0.1% | +478 | 新進 | 歷史 |
| SPDR Series Trust78464A789 | ST STR SP INS | 5,259 | $22.1 萬 | 0.1% | +19+0.4% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 3,050 | $22.3 萬 | 0.1% | +3,050 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G664 | S&P SMALLCAP 600 | 1,875 | $22.5 萬 | 0.1% | 00.0% | 不變 | – |
| KHCKraft Heinz Co | Stock | 5,887 | $23.2 萬 | 0.1% | +53+0.9% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 2,107 | $23.2 萬 | 0.1% | −395−15.8% | 減碼 | 歷史 |
| OLEDUniversal Display Corp | COM | 1,409 | $23.5 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,999 | $23.7 萬 | 0.1% | −171−7.9% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 6,389 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,647 | $24.3 萬 | 0.1% | +61+1.3% | 加碼 | 歷史 |
| RFRegions Financial Corp | COM | 11,626 | $25.9 萬 | 0.1% | +48+0.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 9,460 | $26.2 萬 | 0.1% | +60+0.6% | 加碼 | – |
| Listed FD Tr53656F789 | ROUNDHILL SPORTS | 13,100 | $26.2 萬 | 0.1% | +1,600+13.9% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,964 | $26.4 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 6,947 | $26.8 萬 | 0.1% | +5+0.1% | 加碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 1,942 | $27.9 萬 | 0.1% | −928−32.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,310 | $29.8 萬 | 0.1% | +2+0.2% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,767 | $30.4 萬 | 0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 5,776 | $30.5 萬 | 0.1% | −179−3.0% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,850 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,736 | $31.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 600 | $32.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 6,316 | $32.7 萬 | 0.1% | +39+0.6% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,739 | $32.7 萬 | 0.1% | +13+0.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,058 | $33.5 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| CCChemours Co | Stock | 10,630 | $33.5 萬 | 0.1% | +98+0.9% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 5,724 | $34.0 萬 | 0.1% | +70+1.2% | 加碼 | 歷史 |
| SHLXShell Midstream Partners, L.P. | UNIT LTD INT | 23,892 | $34.0 萬 | 0.1% | +548+2.3% | 加碼 | 歷史 |
| SABRSabre Corp | COM | 29,900 | $34.2 萬 | 0.1% | +3,000+11.2% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,073 | $34.9 萬 | 0.1% | 00.0% | 不變 | – |
| ATOMAtomera Inc | COM | 26,790 | $35.0 萬 | 0.1% | +3,590+15.5% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,716 | $35.4 萬 | 0.1% | +2+0.1% | 加碼 | – |
| TWTRTwitter, Inc. | COM | 9,417 | $36.4 萬 | 0.1% | −164−1.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 885 | $36.8 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 4,711 | $36.9 萬 | 0.1% | −904−16.1% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 7,706 | $37.3 萬 | 0.1% | −93−1.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,237 | $37.5 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 11,668 | $38.2 萬 | 0.1% | +33+0.3% | 加碼 | – |
| FDXFedEx Corp | Stock | 1,654 | $38.3 萬 | 0.1% | +200+13.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,844 | $39.0 萬 | 0.1% | +379+15.4% | 加碼 | 歷史 |
| HEPHolly Energy Partners LP | COM UT LTD PTN | 22,314 | $39.5 萬 | 0.1% | +408+1.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,200 | $39.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,412 | $39.8 萬 | 0.1% | +143+2.7% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 5,868 | $40.4 萬 | 0.1% | +9+0.2% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 6,082 | $40.5 萬 | 0.1% | 00.0% | 不變 | – |
| CCitigroup Inc | Stock | 7,587 | $40.5 萬 | 0.1% | +39+0.5% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,538 | $40.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,477 | $41.0 萬 | 0.1% | +3+0.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 1,509 | $41.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AAAlcoa Corp | Stock | 4,593 | $41.3 萬 | 0.1% | +6+0.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,743 | $41.9 萬 | 0.1% | +118+4.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,796 | $42.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 18,194 | $43.0 萬 | 0.1% | +137+0.8% | 加碼 | 歷史 |
| HWBKHawthorn Bancshares, Inc. | COM | 17,434 | $44.1 萬 | 0.2% | +4,006+29.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,610 | $46.3 萬 | 0.2% | −84−3.1% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 5,806 | $46.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 956 | $46.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,272 | $48.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 1,712 | $49.4 萬 | 0.2% | +3+0.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 460 | $49.6 萬 | 0.2% | +8+1.8% | 加碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 33,625 | $49.7 萬 | 0.2% | +2,125+6.7% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,187 | $50.5 萬 | 0.2% | +40.0% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 6,857 | $52.0 萬 | 0.2% | +4+0.1% | 加碼 | – |
| PAYCPaycom Software, Inc. | Stock | 1,500 | $52.0 萬 | 0.2% | −731−32.8% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 5,258 | $52.6 萬 | 0.2% | +19+0.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,539 | $52.7 萬 | 0.2% | +29+0.8% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 10,129 | $52.8 萬 | 0.2% | −545−5.1% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $52.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 18,058 | $53.1 萬 | 0.2% | +50.0% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,968 | $53.6 萬 | 0.2% | +9+0.1% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,633 | $53.9 萬 | 0.2% | +7+0.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,861 | $54.8 萬 | 0.2% | +150+5.5% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 32,604 | $55.1 萬 | 0.2% | +116+0.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,477 | $55.1 萬 | 0.2% | +805+48.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 13,407 | $55.3 萬 | 0.2% | −1,131−7.8% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,404 | $60.3 萬 | 0.2% | +1,092+33.0% | 加碼 | – |
| GSBCGreat Southern Bancorp, Inc. | COM | 10,245 | $60.5 萬 | 0.2% | +54+0.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,058 | $62.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,720 | $62.3 萬 | 0.2% | +74+0.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,701 | $65.1 萬 | 0.2% | +9+0.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,169 | $65.7 萬 | 0.2% | +4+0.1% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,355 | $66.3 萬 | 0.2% | +15+0.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,589 | $71.8 萬 | 0.2% | −36−2.2% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,636 | $72.8 萬 | 0.3% | −123−1.8% | 減碼 | – |
| VLOValero Energy Corp | Stock | 7,285 | $74.0 萬 | 0.3% | +28+0.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 26,036 | $75.6 萬 | 0.3% | +6,984+36.7% | 加碼 | – |
| MPLXMPLX LP | COM UNIT REP LTD | 22,804 | $75.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 7,383 | $77.4 萬 | 0.3% | +285+4.0% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 14,452 | $80.6 萬 | 0.3% | +36+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,775 | $85.3 萬 | 0.3% | +5,775 | 新進 | – |
| VZVerizon Communications Inc | Stock | 17,251 | $87.9 萬 | 0.3% | +2,456+16.6% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 10,993 | $95.0 萬 | 0.3% | +6,369+137.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,010 | $95.6 萬 | 0.3% | +2,296+48.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 367 | $102.1 萬 | 0.4% | +40+12.2% | 加碼 | 歷史 |
2021 年第 4 季之後清倉(8 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 |
|---|---|---|---|---|---|
| PSXPPhillips 66 Partners LP | COM UNIT REP INT | 12,765 | $46.0 萬 | 0.2% | 歷史 |
| LOWLowes Companies Inc | Stock | 1,065 | $27.5 萬 | 0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 1,535 | $24.8 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 5,815 | $24.5 萬 | 0.1% | – |
| ACNAccenture plc | Stock | 551 | $22.9 萬 | 0.1% | 歷史 |
| UUnity Software Inc. | COM | 1,525 | $21.8 萬 | 0.1% | 歷史 |
| SNAPSnap Inc | Stock | 4,585 | $21.6 萬 | 0.1% | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 3,669 | $21.3 萬 | 0.1% | – |