Advisor Resource Council
- SEC CIK
- 0001820879
- 最新申報
- 2026/7/28
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/22 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 582
- 較 2024 年第 4 季 +513
- 總值
- $12.4 億
- 較 2024 年第 4 季 +$11.0 億 (+787.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 168,779 | $7,248 萬 | 5.9% | +87,501+107.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 140,904 | $2,533 萬 | 2.0% | +134,146+1,985.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 54,328 | $2,368 萬 | 1.9% | +53,480+6,306.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 106,443 | $1,938 萬 | 1.6% | +106,443 | 新進 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 732,332 | $1,823 萬 | 1.5% | +732,332 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 67,376 | $1,808 萬 | 1.5% | +51,162+315.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 97,330 | $1,733 萬 | 1.4% | +97,330 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 375,513 | $1,678 萬 | 1.4% | +368,633+5,358.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 102,515 | $1,664 萬 | 1.3% | −53,433−34.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 165,247 | $1,619 萬 | 1.3% | +159,887+2,983.0% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 176,561 | $1,611 萬 | 1.3% | +176,561 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 314,080 | $1,604 萬 | 1.3% | +302,705+2,661.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 84,615 | $1,496 萬 | 1.2% | +83,615+8,361.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 505,467 | $1,432 萬 | 1.2% | +505,467 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 47,411 | $1,400 萬 | 1.1% | +47,411 | 新進 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 187,435 | $1,276 萬 | 1.0% | +187,435 | 新進 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 243,713 | $1,235 萬 | 1.0% | +243,713 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 187,557 | $1,161 萬 | 0.9% | +187,557 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 143,255 | $1,142 萬 | 0.9% | +132,196+1,195.4% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 122,378 | $1,106 萬 | 0.9% | +122,378 | 新進 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 217,336 | $1,087 萬 | 0.9% | +217,336 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 20,868 | $1,072 萬 | 0.9% | +20,868 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 50,056 | $1,055 萬 | 0.9% | +48,704+3,602.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 23,774 | $965.6 萬 | 0.8% | +22,254+1,464.1% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 68,678 | $947.9 萬 | 0.8% | +67,017+4,034.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 16,160 | $891.9 萬 | 0.7% | +16,160 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 34,283 | $885.4 萬 | 0.7% | +28,811+526.5% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 176,283 | $866.5 萬 | 0.7% | +176,283 | 新進 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 224,570 | $865.6 萬 | 0.7% | +224,570 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 167,487 | $824.3 萬 | 0.7% | +148,885+800.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 54,831 | $789.9 萬 | 0.6% | +54,831 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 35,103 | $760.0 萬 | 0.6% | +35,103 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 69,062 | $755.9 萬 | 0.6% | +64,646+1,463.9% | 加碼 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 186,193 | $735.3 萬 | 0.6% | +186,193 | 新進 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 91,631 | $731.8 萬 | 0.6% | +91,631 | 新進 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 244,837 | $712.6 萬 | 0.6% | +244,837 | 新進 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 202,710 | $694.9 萬 | 0.6% | +202,710 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 22,111 | $693.3 萬 | 0.6% | +20,388+1,183.3% | 加碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 237,109 | $679.5 萬 | 0.5% | +237,109 | 新進 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 130,234 | $670.1 萬 | 0.5% | +68,788+111.9% | 加碼 | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 273,855 | $668.9 萬 | 0.5% | +273,855 | 新進 | – |
| iShares Tr464288588 | MBS ETF | 70,738 | $642.7 萬 | 0.5% | +65,192+1,175.5% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 73,551 | $642.1 萬 | 0.5% | +73,551 | 新進 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 216,429 | $636.9 萬 | 0.5% | +216,429 | 新進 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 183,325 | $634.7 萬 | 0.5% | +167,259+1,041.1% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 24,652 | $633.6 萬 | 0.5% | +24,652 | 新進 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 52,347 | $631.0 萬 | 0.5% | +52,347 | 新進 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 94,179 | $624.2 萬 | 0.5% | +94,179 | 新進 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75,683 | $618.6 萬 | 0.5% | +75,683 | 新進 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 123,790 | $610.5 萬 | 0.5% | +123,790 | 新進 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 115,699 | $594.9 萬 | 0.5% | +115,699 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 6,466 | $576.6 萬 | 0.5% | +6,466 | 新進 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 215,617 | $571.0 萬 | 0.5% | +215,617 | 新進 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 137,440 | $550.4 萬 | 0.4% | +137,440 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 45,102 | $549.9 萬 | 0.4% | +45,102 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 58,825 | $546.1 萬 | 0.4% | +58,825 | 新進 | – |
| MSTRStrategy Inc | Stock | 18,689 | $533.4 萬 | 0.4% | +18,689 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 106,754 | $533.3 萬 | 0.4% | +106,754 | 新進 | – |
| Capital Group Core Balanced14021D107 | SHS | 164,823 | $510.6 萬 | 0.4% | +164,823 | 新進 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 83,447 | $506.2 萬 | 0.4% | +78,489+1,583.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 98,382 | $491.5 萬 | 0.4% | +98,382 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 52,777 | $486.8 萬 | 0.4% | +52,777 | 新進 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 29,317 | $485.3 萬 | 0.4% | +29,317 | 新進 | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 77,886 | $479.0 萬 | 0.4% | +77,886 | 新進 | – |
| MCKMcKesson Corp | Stock | 7,652 | $470.1 萬 | 0.4% | +7,652 | 新進 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 197,327 | $458.1 萬 | 0.4% | +197,327 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 19,574 | $457.1 萬 | 0.4% | +19,574 | 新進 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 91,570 | $452.2 萬 | 0.4% | +91,570 | 新進 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 31,927 | $445.5 萬 | 0.4% | +31,927 | 新進 | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 83,788 | $444.2 萬 | 0.4% | +83,788 | 新進 | – |
| PGProcter & Gamble Co | Stock | 28,898 | $442.0 萬 | 0.4% | +28,898 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 55,915 | $440.8 萬 | 0.4% | +55,915 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 62,255 | $428.8 萬 | 0.3% | +62,255 | 新進 | – |
| FISVFiserv Inc | Stock | 21,104 | $427.7 萬 | 0.3% | +21,104 | 新進 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 64,178 | $425.8 萬 | 0.3% | +64,178 | 新進 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 36,709 | $425.6 萬 | 0.3% | +36,709 | 新進 | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 126,665 | $415.9 萬 | 0.3% | +126,665 | 新進 | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 40,372 | $408.2 萬 | 0.3% | +40,372 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 70,913 | $405.9 萬 | 0.3% | +70,913 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 31,394 | $398.7 萬 | 0.3% | +31,394 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 14,655 | $395.7 萬 | 0.3% | +14,655 | 新進 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 56,652 | $388.4 萬 | 0.3% | −63,106−52.7% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 44,085 | $387.9 萬 | 0.3% | −40,799−48.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 38,596 | $381.8 萬 | 0.3% | +33,976+735.4% | 加碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 133,631 | $378.6 萬 | 0.3% | +124,591+1,378.2% | 加碼 | – |
| iShares Tr46438G562 | NASDAQ TOP 30 | 157,431 | $373.6 萬 | 0.3% | +157,431 | 新進 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 98,207 | $371.6 萬 | 0.3% | +91,313+1,324.5% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 157,977 | $369.1 萬 | 0.3% | +157,977 | 新進 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 107,306 | $367.5 萬 | 0.3% | +107,306 | 新進 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 44,056 | $364.5 萬 | 0.3% | +38,692+721.3% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 33,547 | $363.8 萬 | 0.3% | +33,547 | 新進 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 203,746 | $351.9 萬 | 0.3% | +191,866+1,615.0% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 63,445 | $339.6 萬 | 0.3% | +63,445 | 新進 | – |
| PLTRPalantir Technologies Inc. | Stock | 41,260 | $331.4 萬 | 0.3% | +41,260 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 14,343 | $331.2 萬 | 0.3% | +14,343 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 37,102 | $331.0 萬 | 0.3% | +37,102 | 新進 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 20,469 | $328.6 萬 | 0.3% | +20,469 | 新進 | – |
| Schwab International Equity ETF808524805 | ETF | 162,267 | $321.0 萬 | 0.3% | +162,267 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,595 | $320.9 萬 | 0.3% | +6,595 | 新進 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 39,196 | $319.3 萬 | 0.3% | +39,196 | 新進 | – |
選擇權（10 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPDR S&P 500 ETF Tr78462F953 | PUT | $329.3 萬 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $1,775 | $33 |
| AAPLApple Inc. | Stock | $8 | $85 |
| MSFTMicrosoft Corp | Stock | $26 | $51 |
| GOOGAlphabet Inc. | Stock | $39 | $8 |
| NFLXNetflix Inc | Stock | – | $35 |
| MDTMedtronic plc | Stock | – | $32 |
| METAMeta Platforms, Inc. | Stock | – | $20 |
| AMZNAmazon Com Inc | Stock | – | $11 |
| BRK.BBerkshire Hathaway Inc | Stock | $4 | – |
2024 年第 4 季之後清倉（12 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 33,631 | $77.3 萬 | 0.6% | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 14,100 | $36.7 萬 | 0.3% | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 5,888 | $34.8 萬 | 0.2% | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 10,404 | $34.1 萬 | 0.2% | – |
| HRLHormel Foods Corp | COM | 10,000 | $31.4 萬 | 0.2% | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 6,824 | $30.8 萬 | 0.2% | – |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 10,830 | $27.9 萬 | 0.2% | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 10,600 | $26.8 萬 | 0.2% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,040 | $24.7 萬 | 0.2% | – |
| Innovator ETFs Trust45783Y756 | LADDERED ALC BFR | 6,704 | $21.7 萬 | 0.2% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,901 | $20.4 萬 | 0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,635 | $20.4 萬 | 0.1% | – |