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Livermore
Livermore
中文EN

Win Advisors, Inc

SEC CIK
0001897144
最新申報
2026/8/4

2022 年第 4 季持倉

持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
136
較 2022 年第 3 季 +3
總值
$2.67 億
較 2022 年第 3 季 −$364.1 萬 (−1.3%)
申報日
2023/2/14
SEC
Win Advisors, Inc 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1,601,520$1.46 億54.8%−861,540−35.0%減碼–
Goldman Sachs ETF Tr381430529ACCES TREASURY592,476$5,908 萬22.1%+592,476新進–
WisdomTree Tr97717Y527FLOATNG RAT TREA808,523$4,064 萬15.2%+73,370+10.0%加碼–
Fidelity Covington Trust316092709MSCI INDL INDX63,076$319.9 萬1.2%+63,076新進–
Fidelity Covington Trust316092873MSCI COMMNTN SVC100,568$312.4 萬1.2%+100,568新進–
SPDR Ser Tr78464A532S&P TRANSN ETF45,683$307.0 萬1.1%+45,683新進–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF23,718$306.3 萬1.1%+23,718新進–
Timothy Plan887432359US LRGMD CP CORE37,528$125.7 萬0.5%+5,916+18.7%加碼–
Janus Detroit STR Tr47103U100HENDERSN CAP ETF17,331$79.0 萬0.3%+2,230+14.8%加碼–
Timothy Plan887432326HIG DV STK ETF24,649$76.7 萬0.3%+2,047+9.1%加碼–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW14,296$76.5 萬0.3%+349+2.5%加碼–
Schwab Strategic Tr808524862SHT TM US TRES8,505$41.0 萬0.2%−1,006−10.6%減碼–
Invesco S&P 500 Quality ETF46137V241ETF5,902$26.0 萬0.1%−4,001−40.4%減碼–
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR5,208$25.8 萬0.1%−5,593−51.8%減碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF4,888$24.8 萬0.1%−2,514−34.0%減碼–
Franklin Templeton ETF Tr35473P504LIBERTY US ETF4,552$21.0 萬0.1%−4,347−48.8%減碼–
WMTWalmart Inc.Stock828$11.7 萬<0.1%+656+381.4%加碼歷史
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM1,486$11.2 萬<0.1%−225−13.2%減碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1,011$11.1 萬<0.1%+387+62.0%加碼–
FCXFreeport-McMoran IncStock2,418$9.19 萬<0.1%+2,261+1,440.1%加碼歷史
DGXQuest Diagnostics IncCOM564$8.82 萬<0.1%+293+108.1%加碼歷史
KLACKLA CorpCOM NEW223$8.41 萬<0.1%+113+102.7%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT483$6.82 萬<0.1%−109−18.4%減碼–
NVDANVIDIA CorpStock464$6.78 萬<0.1%+464新進歷史
iShares Tr464288802ESG OPTIMIZED806$6.63 萬<0.1%00.0%不變–
iShares Tr464288570ESG MSCI KLD ETF905$6.50 萬<0.1%00.0%不變–
CVXChevron CorpStock351$6.30 萬<0.1%+30+9.3%加碼歷史
Putnam ETF Trust746729300FOCUSED LAR CAP2,117$5.72 萬<0.1%+2,117新進–
iShares Tr46436E536US SML CP VALUE2,028$5.71 萬<0.1%+2,028新進–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT1,186$5.59 萬<0.1%+1,186新進–
iShares Core S&P U.S. Growth ETF464287671ETF661$5.39 萬<0.1%−240−26.6%減碼–
First Trust Rising Dividend Achievers ETF33738R506ETF1,218$5.35 萬<0.1%00.0%不變–
WisdomTree Tr97717Y717GROWTH LEADERS2,153$5.35 萬<0.1%+2,153新進–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW962$5.30 萬<0.1%−217−18.4%減碼–
SHELShell plcADR898$5.11 萬<0.1%+91+11.3%加碼歷史
SLBSLB LimitedStock936$5.00 萬<0.1%+770+463.9%加碼歷史
WisdomTree Tr97717W588US LARGECAP FUND1,163$4.84 萬<0.1%−262−18.4%減碼–
MRNAModerna, Inc.Stock262$4.71 萬<0.1%+218+495.5%加碼歷史
HZNPHorizon Therapeutics Public Ltd CoSHS410$4.67 萬<0.1%+339+477.5%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT772$4.66 萬<0.1%−323−29.5%減碼–
TWTradeweb Markets Inc.Stock693$4.50 萬<0.1%+693新進歷史
TDGTransDigm Group INCCOM71$4.47 萬<0.1%+71新進歷史
PFEPfizer IncStock870$4.46 萬<0.1%+66+8.2%加碼歷史
LOWLowes Companies IncStock222$4.42 萬<0.1%+222新進歷史
CPRTCopart IncCOM714$4.35 萬<0.1%+714新進歷史
BABoeing CoStock227$4.32 萬<0.1%+227新進歷史
CVSCVS Health CorpStock458$4.27 萬<0.1%+59+14.8%加碼歷史
AVGOBroadcom Inc.Stock76$4.25 萬<0.1%+8+11.8%加碼歷史
DEDeere & CoStock99$4.24 萬<0.1%+99新進歷史
HDHome Depot, Inc.Stock134$4.23 萬<0.1%+134新進歷史
APDAir Products & Chemicals, Inc.Stock135$4.16 萬<0.1%+135新進歷史
ETSYEtsy IncCOM346$4.14 萬<0.1%+346新進歷史
RTXRTX CorpStock394$3.98 萬<0.1%+24+6.5%加碼歷史
BRK.BBerkshire Hathaway IncStock126$3.89 萬<0.1%+10+8.6%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF853$3.84 萬<0.1%00.0%不變–
BSXBoston Scientific CorpStock780$3.61 萬<0.1%+780新進歷史
FHIFederated Hermes, Inc.CL B972$3.53 萬<0.1%+87+9.8%加碼歷史
RYRoyal Bank of CanadaStock354$3.33 萬<0.1%+45+14.6%加碼歷史
GOOGAlphabet Inc.Stock371$3.29 萬<0.1%+124+50.2%加碼歷史
iShares Tr464287697U.S. UTILITS ETF377$3.26 萬<0.1%+58+18.2%加碼–
OMCOmnicom Group Inc.COM388$3.16 萬<0.1%+25+6.9%加碼歷史
Vanguard World FD921910873MEGA CAP INDEX237$3.14 萬<0.1%00.0%不變–
TMOThermo Fisher Scientific Inc.Stock56$3.08 萬<0.1%+56新進歷史
AMGNAmgen IncStock115$3.02 萬<0.1%+5+4.5%加碼歷史
BNYBank of New York Mellon CorpStock647$2.94 萬<0.1%+72+12.5%加碼歷史
MRKMerck & Co., Inc.Stock263$2.92 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL454$2.90 萬<0.1%−348−43.4%減碼–
DISWalt Disney CoStock332$2.88 萬<0.1%+332新進歷史
DEODiageo PLCSPON ADR NEW160$2.85 萬<0.1%+17+11.9%加碼歷史
UPSUnited Parcel Service IncStock160$2.78 萬<0.1%+24+17.6%加碼歷史
CSCOCisco Systems, Inc.Stock581$2.77 萬<0.1%+44+8.2%加碼歷史
TGTTarget CorpStock184$2.74 萬<0.1%−1,590−89.6%減碼歷史
PRUPrudential Financial IncStock274$2.73 萬<0.1%+23+9.2%加碼歷史
ADMArcher-Daniels-Midland CoStock283$2.63 萬<0.1%−72−20.3%減碼歷史
CNPCenterpoint Energy IncCOM853$2.56 萬<0.1%+119+16.2%加碼歷史
JPMJPMorgan Chase & CoStock174$2.33 萬<0.1%+174新進歷史
JNJJohnson & JohnsonStock132$2.33 萬<0.1%+13+10.9%加碼歷史
BACBank of America CorpStock702$2.33 萬<0.1%+702新進歷史
PSXPhillips 66Stock222$2.31 萬<0.1%+4+1.8%加碼歷史
EMREmerson Electric CoStock240$2.31 萬<0.1%+13+5.7%加碼歷史
DRIDarden Restaurants IncCOM164$2.27 萬<0.1%+14+9.3%加碼歷史
LLYEli Lilly & CoStock62$2.27 萬<0.1%+62新進歷史
AMZNAmazon Com IncStock259$2.18 萬<0.1%+259新進歷史
GPCGenuine Parts CoStock125$2.17 萬<0.1%+8+6.8%加碼歷史
ETNEaton Corp plcStock138$2.17 萬<0.1%+11+8.7%加碼歷史
NSCNorfolk Southern CorpStock87$2.14 萬<0.1%+9+11.5%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM382$2.08 萬<0.1%+153+66.8%加碼–
SONSonoco Products CoCOM337$2.05 萬<0.1%+41+13.9%加碼歷史
Fidelity Covington Trust316092352BLUE CHIP GRWTH955$2.01 萬<0.1%−313−24.7%減碼–
PLDPrologis, Inc.REIT175$1.97 萬<0.1%+24+15.9%加碼歷史
PGProcter & Gamble CoStock124$1.88 萬<0.1%+11+9.7%加碼歷史
IBMInternational Business Machines CorpStock132$1.86 萬<0.1%−98−42.6%減碼歷史
MSFTMicrosoft CorpStock76$1.82 萬<0.1%+9+13.4%加碼歷史
INTCIntel CorpStock687$1.82 萬<0.1%+91+15.3%加碼歷史
DOWDow Inc.Stock340$1.71 萬<0.1%+36+11.8%加碼歷史
ABTAbbott LaboratoriesStock156$1.71 萬<0.1%+156新進歷史
LHLabcorp Holdings Inc.COM NEW66$1.55 萬<0.1%+66新進歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF58$1.41 萬<0.1%00.0%不變–
SUISun Communities IncCOM98$1.40 萬<0.1%+14+16.7%加碼歷史
BAXBaxter International IncStock270$1.38 萬<0.1%+40+17.4%加碼歷史

2022 年第 3 季之後清倉（28 檔）

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

Win Advisors, Inc 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
CDNSCadence Design Systems IncStock1,034$16.9 萬0.1%歷史
PGNYProgyny, Inc.COM4,408$16.3 萬0.1%歷史
COINCoinbase Global, Inc.COM CL A2,209$14.2 萬0.1%歷史
ProShares Tr74347X849SHRT 20+YR TRE2,766$6.20 萬<0.1%–
Invesco Exchange Traded FD T46137V373S&P500 EQL STP167$2.60 萬<0.1%–
First Tr Exchange Traded FD33738R100MULTI ASSET DI1,734$2.50 萬<0.1%–
TAPMolson Coors Beverage CoCL B514$2.50 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.Stock1,886$2.20 萬<0.1%歷史
TAT&T Inc.Stock1,395$2.10 萬<0.1%歷史
BOHBank of Hawaii CorpCOM282$2.10 萬<0.1%歷史
PNCPNC Financial Services Group, Inc.Stock134$2.00 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF1,642$2.00 萬<0.1%–
MDTMedtronic plcStock201$1.60 萬<0.1%歷史
GLWCorning IncCOM460$1.30 萬<0.1%歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF188$1.20 萬<0.1%–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF349$1.10 萬<0.1%–
Invesco QQQ Trust Series I46090E103ETF30$8,000<0.1%–
HASHasbro, Inc.COM121$8,000<0.1%歷史
iShares Russell Top 200 Growth ETF464289438ETF62$7,000<0.1%–
iShares Tr46434V456MSCI INTL QUALTY264$7,000<0.1%–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF50$4,000<0.1%–
Vanguard Information Technology ETF92204A702ETF9$3,000<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF25$3,000<0.1%–
ARK ETF Tr00214Q302GENOMIC REV ETF75$2,000<0.1%–
VanEck Morningstar Wide Moat ETF92189F643ETF1$00.0%–
American Centy ETF Tr025072810FOCUSED DYNAMIC1$00.0%–
First Tr Exchange-Traded Alp33735K108COM SHS1$00.0%–
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH1$00.0%–