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Coppell Advisory Solutions LLC

SEC CIK
0001848433
最新申報
2026/8/14

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/8/15 申報。只含多頭部位。

機構總覽
持股檔數
1,798
2024 年第 1 季沒有申報
總值
$6.06 億
2024 年第 1 季沒有申報
申報日
2024/8/15
SEC

Coppell Advisory Solutions LLC 沒有申報 2024 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。

Coppell Advisory Solutions LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GOOGAlphabet Inc.Stock195,279$3,582 萬5.9%––歷史
NVDANVIDIA CorpStock250,981$3,101 萬5.1%––歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW514,715$3,068 萬5.1%–––
AAPLApple Inc.Stock144,725$3,048 萬5.0%––歷史
LLYEli Lilly & CoStock26,776$2,424 萬4.0%––歷史
First Tr Exchange-Traded FD33739Q705FT VEST S&P 500419,071$2,117 萬3.5%–––
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF593,385$1,716 萬2.8%–––
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF170,339$1,563 萬2.6%–––
Invesco QQQ Trust Series I46090E103ETF22,169$1,062 萬1.8%–––
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD237,124$1,021 萬1.7%–––
ETF Ser Solutions26922A198AAM LW DUR PFD405,064$851.4 萬1.4%–––
MSFTMicrosoft CorpStock18,941$846.6 萬1.4%––歷史
SPYSPDR S&P 500 ETF TrustETF14,367$781.9 萬1.3%––歷史
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF284,177$691.1 萬1.1%–––
First Tr Exchange-Traded Alp33735J101COM SHS92,594$681.5 萬1.1%–––
Vanguard S&P 500 ETF922908363ETF13,587$679.5 萬1.1%–––
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF77,171$648.5 萬1.1%–––
First Tr Exchange-Traded Alp33734K109COM SHS64,157$622.3 萬1.0%–––
First Tr Exchange-Traded FD33734H106SHS145,199$591.7 萬1.0%–––
QCOMQualcomm IncStock27,467$547.1 萬0.9%––歷史
iShares Core S&P 500 ETF464287200ETF9,891$541.3 萬0.9%–––
iShares MSCI Acwi Ex U.S. ETF464288240ETF99,670$529.5 萬0.9%–––
First Tr Exchange Traded FD33738R118NASD TECH DIV69,108$522.9 萬0.9%–––
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US91,592$504.3 萬0.8%–––
First Trust Dow Jones Internet Index Fund33733E302ETF21,144$433.3 萬0.7%–––
JPMJPMorgan Chase & CoStock21,124$427.2 萬0.7%––歷史
First Tr Exchange-Traded Alp33735K108COM SHS33,562$411.2 萬0.7%–––
Vanguard Ftse All-World Ex-US Index Fund922042775ETF66,672$391.0 萬0.6%–––
First Trust Rising Dividend Achievers ETF33738R506ETF70,611$386.6 萬0.6%–––
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF31,465$347.7 萬0.6%–––
First Tr Exchange-Traded FD33738D309SENIOR LN FD76,045$347.6 萬0.6%–––
PGProcter & Gamble CoStock20,909$344.8 萬0.6%––歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF133,898$341.6 萬0.6%–––
First Tr Exchange Traded FD33734X143HLTH CARE ALPH32,399$338.6 萬0.6%–––
HDHome Depot, Inc.Stock9,539$328.4 萬0.5%––歷史
COSTCostco Wholesale CorpStock3,851$327.3 萬0.5%––歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF48,644$311.3 萬0.5%–––
AMZNAmazon Com IncStock15,908$307.4 萬0.5%––歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF30,374$305.7 萬0.5%–––
Vanguard Morningstar Large-Cap ETF922908637ETF11,811$294.8 萬0.5%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF36,558$292.9 萬0.5%–––
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX77,442$285.1 萬0.5%–––
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH117,053$280.2 萬0.5%–––
NVONovo Nordisk A SADR19,421$277.2 萬0.5%––歷史
CVXChevron CorpStock17,052$266.7 萬0.4%––歷史
WFCWells Fargo & CompanyStock44,643$265.1 萬0.4%––歷史
HONHoneywell International IncCOM12,414$265.1 萬0.4%––歷史
GILDGilead Sciences, Inc.Stock37,971$260.5 萬0.4%––歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM45,763$259.4 萬0.4%–––
UPSUnited Parcel Service IncStock18,815$257.5 萬0.4%––歷史
First Tr Exchng Traded FD VI33740U612VEST US EQUITY M84,491$251.4 萬0.4%–––
AMGNAmgen IncStock7,920$247.5 萬0.4%––歷史
LHXL3HARRIS Technologies, Inc.Stock10,873$244.2 萬0.4%––歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF41,320$242.0 萬0.4%–––
Vanguard Total Bond Market ETF921937835ETF32,809$236.4 萬0.4%–––
CMCSAComcast CorpStock59,270$232.1 萬0.4%––歷史
DDDuPont de Nemours, Inc.COM28,581$230.0 萬0.4%––歷史
ABTAbbott LaboratoriesStock22,032$228.9 萬0.4%––歷史
MCDMcDonalds CorpStock8,822$224.8 萬0.4%––歷史
SHELShell plcADR31,109$224.5 萬0.4%––歷史
First Tr Exch TRD Alphdx FD33737J158JAPAN ALPHADEX43,495$224.1 萬0.4%–––
First Tr Exchange-Traded FD33734X150INDLS PROD DUR32,166$218.9 萬0.4%–––
JNJJohnson & JohnsonStock14,537$212.5 萬0.4%––歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF37,370$207.4 萬0.3%–––
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF10,408$205.5 萬0.3%–––
COPConocoPhillipsStock17,298$197.9 萬0.3%––歷史
ACNAccenture plcStock6,492$197.0 萬0.3%––歷史
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE32,839$196.7 萬0.3%–––
Capital Group Dividend Value14020W106SHS CREAT UNIT58,855$194.2 萬0.3%–––
XOMExxonMobil Holdings CorpCOM16,725$192.5 萬0.3%––歷史
BACBank of America CorpStock47,378$188.4 萬0.3%––歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF19,662$185.4 萬0.3%–––
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM15,876$181.0 萬0.3%–––
Tidal ETF Tr886364660ZEGA BUY AND HED91,210$178.2 萬0.3%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF18,266$177.3 萬0.3%–––
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM20,257$177.2 萬0.3%–––
ORealty Income CorpREIT33,501$176.9 萬0.3%––歷史
MCHPMicrochip Technology IncStock19,099$174.8 萬0.3%––歷史
FFord Motor CoStock135,137$169.5 萬0.3%––歷史
USBUS Bancorp DECOM NEW42,153$167.3 萬0.3%––歷史
GOOGLAlphabet Inc.Stock9,101$165.8 萬0.3%––歷史
ProShares Tr74347R107PSHS ULT S&P 50019,782$163.4 萬0.3%–––
WMTWalmart Inc.Stock23,625$160.0 萬0.3%––歷史
ADIAnalog Devices IncStock6,975$159.2 萬0.3%––歷史
GMGeneral Motors CoCOM34,108$158.5 萬0.3%––歷史
AJGArthur J. Gallagher & Co.COM5,869$152.2 萬0.3%––歷史
PEPPepsiCo IncStock9,162$151.1 萬0.2%––歷史
BGBunge Global SACOM13,851$147.9 萬0.2%––歷史
iShares Core S&P Mid-Cap ETF464287507ETF25,205$147.5 萬0.2%–––
AZNAstraZeneca PLCSPONSORED ADR18,702$145.9 萬0.2%––歷史
Vanguard Dividend Appreciation ETF921908844ETF7,982$145.7 萬0.2%–––
ADMArcher-Daniels-Midland CoStock24,067$145.5 萬0.2%––歷史
First Tr Exchange-Traded Alp33734Y109COM SHS15,896$143.8 萬0.2%–––
PNCPNC Financial Services Group, Inc.Stock9,209$143.2 萬0.2%––歷史
Vanguard Morningstar Value ETF922908744ETF8,882$142.5 萬0.2%–––
IRMIron Mountain IncCOM14,866$133.2 萬0.2%––歷史
iShares Russell 1000 Value ETF464287598ETF7,387$128.9 萬0.2%–––
NWLNewell Brands Inc.Stock199,155$127.7 萬0.2%––歷史
SPDR Series Trust78464A805ST STR PR SP150018,533$123.0 萬0.2%–––
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY24,934$121.3 萬0.2%–––