CFC Planning Co LLC
- SEC CIK
- 0001854428
- 最新申報
- 2026/8/5
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/30 申報。只含多頭部位。
- 持股檔數
- 61
- 2024 年第 3 季沒有申報
- 總值
- $9,337 萬
- 2024 年第 3 季沒有申報
CFC Planning Co LLC 沒有申報 2024 年第 3 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。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 24,777 | $620.5 萬 | 6.6% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 39,434 | $439.1 萬 | 4.7% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 13,828 | $410.4 萬 | 4.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 51,717 | $391.3 萬 | 4.2% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 15,470 | $372.7 萬 | 4.0% | – | – | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 15,412 | $362.6 萬 | 3.9% | – | – | – |
| CRMSalesforce, Inc. | Stock | 8,612 | $287.9 萬 | 3.1% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 27,118 | $270.0 萬 | 2.9% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 45,318 | $268.3 萬 | 2.9% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 12,891 | $248.6 萬 | 2.7% | – | – | 歷史 |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 44,828 | $246.4 萬 | 2.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,752 | $242.9 萬 | 2.6% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 95,296 | $240.6 萬 | 2.6% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 24,820 | $240.3 萬 | 2.6% | – | – | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 25,137 | $239.1 萬 | 2.6% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 82,604 | $236.8 萬 | 2.5% | – | – | – |
| SCCOSouthern Copper Corp | Stock | 25,969 | $236.7 萬 | 2.5% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 48,924 | $236.4 萬 | 2.5% | – | – | – |
| TXNTexas Instruments Inc | Stock | 12,382 | $232.2 萬 | 2.5% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 19,010 | $228.8 萬 | 2.5% | – | – | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 37,397 | $212.2 萬 | 2.3% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 16,068 | $211.7 萬 | 2.3% | – | – | – |
| MOAltria Group, Inc. | Stock | 39,239 | $205.2 萬 | 2.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 13,276 | $192.0 萬 | 2.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 19,198 | $190.4 萬 | 2.0% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 4,841 | $175.6 萬 | 1.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,076 | $160.4 萬 | 1.7% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,474 | $157.3 萬 | 1.7% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,044 | $154.9 萬 | 1.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 10,042 | $145.4 萬 | 1.6% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,534 | $136.5 萬 | 1.5% | – | – | – |
| PFEPfizer Inc | Stock | 41,041 | $108.9 萬 | 1.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,149 | $88.8 萬 | 1.0% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 6,079 | $81.6 萬 | 0.9% | – | – | 歷史 |
| GABCGerman American Bancorp, Inc. | Stock | 18,931 | $76.1 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,417 | $75.0 萬 | 0.8% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 8,604 | $62.1 萬 | 0.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 937 | $54.9 萬 | 0.6% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 2,891 | $53.9 萬 | 0.6% | – | – | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 864 | $51.1 萬 | 0.5% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,177 | $48.7 萬 | 0.5% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,157 | $47.6 萬 | 0.5% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,594 | $47.2 萬 | 0.5% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 21,525 | $46.0 萬 | 0.5% | – | – | 歷史 |
| BXPBXP, Inc. | COM | 5,810 | $43.2 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,789 | $42.9 萬 | 0.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 927 | $39.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,393 | $36.8 萬 | 0.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,213 | $36.6 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 811 | $31.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,177 | $30.0 萬 | 0.3% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,372 | $29.6 萬 | 0.3% | – | – | – |
| TRMBTrimble Inc. | COM | 3,880 | $27.4 萬 | 0.3% | – | – | 歷史 |
| AEEAmeren Corp | COM | 2,787 | $24.8 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 491 | $24.8 萬 | 0.3% | – | – | 歷史 |
| DAYDayforce, Inc. | COM | 3,363 | $24.4 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 401 | $23.5 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,989 | $23.2 萬 | 0.2% | – | – | – |
| LNTAlliant Energy Corp | Stock | 3,703 | $21.9 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 4,877 | $21.3 萬 | 0.2% | – | – | – |
| JEFJefferies Financial Group Inc. | COM | 2,640 | $20.7 萬 | 0.2% | – | – | 歷史 |