Snider Financial Group
- SEC CIK
- 0001820681
- 最新申報
- 2026/7/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 53
- 較 2022 年第 3 季 −2
- 總值
- $1.81 億
- 較 2022 年第 3 季 −$335.4 萬 (−1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 182,715 | $1,772 萬 | 9.8% | +1,125+0.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 104,517 | $1,587 萬 | 8.8% | −2,948−2.7% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 163,822 | $1,519 萬 | 8.4% | −1,610−1.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 34,973 | $1,344 萬 | 7.4% | −309−0.9% | 減碼 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 35,307 | $857.9 萬 | 4.7% | −628−1.7% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 169,099 | $846.2 萬 | 4.7% | −4,560−2.6% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 67,930 | $602.7 萬 | 3.3% | +5,402+8.6% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 70,707 | $509.8 萬 | 2.8% | −2,550−3.5% | 減碼 | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 126,674 | $493.9 萬 | 2.7% | −3,229−2.5% | 減碼 | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 30,730 | $484.1 萬 | 2.7% | −574−1.8% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 25,725 | $436.4 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 22,458 | $427.8 萬 | 2.4% | −2,508−10.0% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 129,039 | $427.4 萬 | 2.4% | −2,799−2.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 34,370 | $413.6 萬 | 2.3% | +238+0.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,919 | $381.8 萬 | 2.1% | +216+1.4% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 66,603 | $350.1 萬 | 1.9% | −1,586−2.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 34,273 | $324.4 萬 | 1.8% | −738−2.1% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 74,538 | $320.1 萬 | 1.8% | −1,028−1.4% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 8,659 | $316.8 萬 | 1.8% | +8,659 | 新進 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 48,716 | $316.2 萬 | 1.7% | −627−1.3% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 33,540 | $305.7 萬 | 1.7% | −1,018−2.9% | 減碼 | – |
| AZPNAspen Technology, Inc. | COM | 14,015 | $287.9 萬 | 1.6% | −773−5.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 18,830 | $267.0 萬 | 1.5% | −1,148−5.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,397 | $255.3 萬 | 1.4% | +5,639+22.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 8,580 | $253.0 萬 | 1.4% | −3,470−28.8% | 減碼 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 87,833 | $237.3 萬 | 1.3% | +174+0.2% | 加碼 | – |
| FFord Motor Co | Stock | 200,308 | $233.0 萬 | 1.3% | +5,359+2.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 17,130 | $222.6 萬 | 1.2% | +3,192+22.9% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 11,521 | $215.3 萬 | 1.2% | +4,667+68.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 24,096 | $209.3 萬 | 1.2% | +666+2.8% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 41,656 | $206.2 萬 | 1.1% | −480−1.1% | 減碼 | – |
| SGENSeagen Inc. | COM | 14,627 | $188.0 萬 | 1.0% | +425+3.0% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 74,336 | $168.9 萬 | 0.9% | −2,129−2.8% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 11,156 | $162.8 萬 | 0.9% | −619−5.3% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 18,759 | $159.1 萬 | 0.9% | −421−2.2% | 減碼 | – |
| GMGeneral Motors Co | COM | 44,297 | $149.0 萬 | 0.8% | +170+0.4% | 加碼 | 歷史 |
| BATRAAtlanta Braves Holdings, Inc. | COM A BRAVES GRP | 45,340 | $148.1 萬 | 0.8% | −15,786−25.8% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $93.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 13,988 | $81.0 萬 | 0.4% | −360−2.5% | 減碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 7,421 | $74.0 萬 | 0.4% | −51,842−87.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 12,254 | $70.9 萬 | 0.4% | −1,335−9.8% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 5,157 | $67.7 萬 | 0.4% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 4,034 | $39.8 萬 | 0.2% | −26−0.6% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 14,824 | $37.3 萬 | 0.2% | −303−2.0% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 8,289 | $37.2 萬 | 0.2% | +13+0.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 10,947 | $36.3 萬 | 0.2% | −369−3.3% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 838 | $28.8 萬 | 0.2% | −345−29.2% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,038 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,838 | $24.6 萬 | 0.1% | −491−21.1% | 減碼 | 歷史 |
| SKXSkechers USA Inc | CL A | 5,719 | $24.0 萬 | 0.1% | −1,949−25.4% | 減碼 | 歷史 |
| MGMMGM Resorts International | Stock | 6,100 | $20.5 萬 | 0.1% | −1,877−23.5% | 減碼 | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 10,532 | $18.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SANBanco Santander, S.A. | ADR | 33,633 | $9.92 萬 | 0.1% | −2,820−7.7% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（3 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。