Advisor Resource Council
- SEC CIK
- 0001820879
- 最新申報
- 2026/7/28
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/10 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 231
- 較 2025 年第 3 季 +191
- 總值
- $2.81 億
- 較 2025 年第 3 季 +$2.07 億 (+279.0%)
| 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 | 86,735 | $5,976 萬 | 21.3% | +44,916+107.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 79,834 | $1,529 萬 | 5.4% | +1,930+2.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 27,628 | $746.5 萬 | 2.7% | +24,732+854.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,593 | $573.2 萬 | 2.0% | +18,593 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 164,353 | $569.4 萬 | 2.0% | +153,463+1,409.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 25,106 | $466.3 萬 | 1.7% | +21,806+660.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 10,956 | $445.2 萬 | 1.6% | +3,435+45.7% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 53,584 | $432.6 萬 | 1.5% | −1,152−2.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 29,383 | $426.8 萬 | 1.5% | +29,383 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 10,933 | $412.8 萬 | 1.5% | +6,394+140.9% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 74,928 | $404.9 萬 | 1.4% | +74,928 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 7,079 | $301.8 萬 | 1.1% | +7,079 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,217 | $295.8 萬 | 1.1% | +11,298+1,229.4% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 23,922 | $291.7 萬 | 1.0% | +23,922 | 新進 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 29,100 | $288.7 萬 | 1.0% | +29,100 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,175 | $286.2 萬 | 1.0% | +6,886+160.6% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 31,305 | $264.5 萬 | 0.9% | +31,305 | 新進 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 89,910 | $262.6 萬 | 0.9% | +89,910 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 7,536 | $258.9 萬 | 0.9% | +7,536 | 新進 | 歷史 |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 69,556 | $256.4 萬 | 0.9% | −4,439−6.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,390 | $214.7 萬 | 0.8% | +3,786+626.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W547 | US VALUE FD | 21,656 | $210.3 萬 | 0.7% | +21,656 | 新進 | – |
| SRESempra | Stock | 23,564 | $203.2 萬 | 0.7% | +23,564 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 4,459 | $195.2 萬 | 0.7% | +4,459 | 新進 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 29,347 | $189.5 萬 | 0.7% | +29,347 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 32,153 | $182.6 萬 | 0.7% | +32,153 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 22,011 | $180.0 萬 | 0.6% | +22,011 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 5,232 | $173.9 萬 | 0.6% | +5,232 | 新進 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 13,761 | $164.7 萬 | 0.6% | +13,761 | 新進 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 27,094 | $161.8 萬 | 0.6% | +17,717+188.9% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,718 | $160.6 萬 | 0.6% | +4,718 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,977 | $155.3 萬 | 0.6% | +9,977 | 新進 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 13,737 | $152.1 萬 | 0.5% | +13,737 | 新進 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 28,409 | $146.1 萬 | 0.5% | +28,409 | 新進 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 26,220 | $145.7 萬 | 0.5% | −1,723−6.2% | 減碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 15,344 | $141.1 萬 | 0.5% | +15,344 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 3,330 | $140.5 萬 | 0.5% | +3,330 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 11,097 | $136.6 萬 | 0.5% | +11,097 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,761 | $136.4 萬 | 0.5% | +2,761 | 新進 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 19,078 | $132.5 萬 | 0.5% | −770−3.9% | 減碼 | – |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 25,951 | $129.4 萬 | 0.5% | −1,035−3.8% | 減碼 | – |
| Global X FDS37954Y574 | ADAPTIVE US | 25,839 | $126.0 萬 | 0.4% | +25,839 | 新進 | – |
| VVisa Inc. | Stock | 3,525 | $117.9 萬 | 0.4% | +3,525 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,382 | $116.3 萬 | 0.4% | +3,382 | 新進 | 歷史 |
| Pgim ETF Tr69344A834 | AAA CLO ETF | 22,625 | $116.0 萬 | 0.4% | −190−0.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 9,709 | $115.9 萬 | 0.4% | −5−0.1% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 44,940 | $115.5 萬 | 0.4% | +44,940 | 新進 | – |
| LITELumentum Holdings Inc. | COM | 2,712 | $114.8 萬 | 0.4% | +2,712 | 新進 | 歷史 |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 14,466 | $113.8 萬 | 0.4% | −1,726−10.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,823 | $113.7 萬 | 0.4% | +1,395+325.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,567 | $110.7 萬 | 0.4% | +1,567 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,830 | $109.9 萬 | 0.4% | +4,830 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,789 | $108.3 萬 | 0.4% | +4,789 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,362 | $107.0 萬 | 0.4% | −607−5.1% | 減碼 | – |
| EMREmerson Electric Co | Stock | 7,022 | $104.2 萬 | 0.4% | +7,022 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 10,020 | $102.9 萬 | 0.4% | +10,020 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,610 | $101.1 萬 | 0.4% | +9,610 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,854 | $99.1 萬 | 0.4% | +3,854 | 新進 | – |
| PEPPepsiCo Inc | Stock | 6,422 | $98.9 萬 | 0.4% | +6,422 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 7,546 | $97.9 萬 | 0.3% | +7,546 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 10,112 | $97.3 萬 | 0.3% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 10,976 | $96.1 萬 | 0.3% | +10,976 | 新進 | 歷史 |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 32,308 | $94.7 萬 | 0.3% | +32,308 | 新進 | – |
| NXPINXP Semiconductors N.V. | COM | 4,060 | $93.8 萬 | 0.3% | +4,060 | 新進 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 33,505 | $91.8 萬 | 0.3% | +33,505 | 新進 | – |
| TGTTarget Corp | Stock | 8,347 | $91.4 萬 | 0.3% | +8,347 | 新進 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 10,203 | $91.3 萬 | 0.3% | +10,203 | 新進 | – |
| EPDEnterprise Products Partners L.P. | Stock | 27,002 | $89.4 萬 | 0.3% | +27,002 | 新進 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,863 | $89.0 萬 | 0.3% | +1,863 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,764 | $88.2 萬 | 0.3% | +5,764 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,778 | $88.2 萬 | 0.3% | +7,778 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 2,398 | $86.2 萬 | 0.3% | +2,398 | 新進 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 23,904 | $85.5 萬 | 0.3% | +15,530+185.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 9,752 | $85.5 萬 | 0.3% | +9,752 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,871 | $84.7 萬 | 0.3% | +7,871 | 新進 | – |
| AMGNAmgen Inc | Stock | 2,442 | $84.2 萬 | 0.3% | +2,442 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,603 | $81.5 萬 | 0.3% | +2,603 | 新進 | 歷史 |
| BLKBlackRock, Inc. | Stock | 727 | $81.4 萬 | 0.3% | +727 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,581 | $80.8 萬 | 0.3% | +3,581 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 6,939 | $80.7 萬 | 0.3% | +6,939 | 新進 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 15,959 | $79.5 萬 | 0.3% | +15,959 | 新進 | – |
| ADIAnalog Devices Inc | Stock | 2,501 | $79.2 萬 | 0.3% | +2,501 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 2,810 | $75.0 萬 | 0.3% | +2,810 | 新進 | 歷史 |
| Etfis Ser Tr I26923G202 | VIRTU BIOTE ETF | 9,009 | $74.6 萬 | 0.3% | +9,009 | 新進 | – |
| ALLEAllegion plc | ORD SHS | 4,479 | $74.1 萬 | 0.3% | +4,479 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 875 | $74.1 萬 | 0.3% | +875 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,554 | $73.3 萬 | 0.3% | +3,461+165.4% | 加碼 | 歷史 |
| LADLithia Motors Inc | COM | 2,224 | $72.9 萬 | 0.3% | +2,224 | 新進 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 23,546 | $71.1 萬 | 0.3% | +23,546 | 新進 | – |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 11,981 | $69.9 萬 | 0.2% | +11,981 | 新進 | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 5,352 | $67.7 萬 | 0.2% | +5,352 | 新進 | – |
| GNTXGentex Corp | COM | 28,177 | $66.9 萬 | 0.2% | +28,177 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 13,440 | $66.6 萬 | 0.2% | +13,440 | 新進 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 7,428 | $65.5 萬 | 0.2% | +7,428 | 新進 | – |
| AMTAmerican Tower Corp | REIT | 3,752 | $65.2 萬 | 0.2% | +3,752 | 新進 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 15,152 | $64.2 萬 | 0.2% | +15,152 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 22,385 | $63.2 萬 | 0.2% | −40−0.2% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 10,600 | $62.9 萬 | 0.2% | +10,600 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 6,093 | $62.6 萬 | 0.2% | +6,093 | 新進 | – |
| PGProcter & Gamble Co | Stock | 4,078 | $62.5 萬 | 0.2% | +4,078 | 新進 | 歷史 |
選擇權（2 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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $68.4 萬 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $8,020 | – |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。