MKT Advisors LLC
- SEC CIK
- 0001906802
- 最新申報
- 2026/7/9
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/19 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 145
- 較 2022 年第 3 季 +18
- 總值
- $1.33 億
- 較 2022 年第 3 季 +$1,766 萬 (+15.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CHYCalamos Convertible & High Income Fund | COM SHS | 59,425 | $68.9 萬 | 0.5% | −3,400−5.4% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,533 | $69.0 萬 | 0.5% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 4,412 | $70.1 萬 | 0.5% | −7−0.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 8,259 | $70.2 萬 | 0.5% | +75+0.9% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 23,179 | $71.4 萬 | 0.5% | −313−1.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,953 | $71.6 萬 | 0.5% | −282−2.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,486 | $72.0 萬 | 0.5% | +52+0.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 18,866 | $77.7 萬 | 0.6% | −154−0.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 3,859 | $80.3 萬 | 0.6% | +19+0.5% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,720 | $81.9 萬 | 0.6% | −39−0.3% | 減碼 | – |
| AZOAutoZone Inc | COM | 342 | $83.2 萬 | 0.6% | −2−0.6% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,162 | $83.4 萬 | 0.6% | −138−2.2% | 減碼 | – |
| CVXChevron Corp | Stock | 4,804 | $84.2 萬 | 0.6% | −41−0.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,574 | $84.4 萬 | 0.6% | +247+3.4% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,516 | $90.0 萬 | 0.7% | −180−2.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 9,614 | $91.4 萬 | 0.7% | +838+9.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,707 | $92.6 萬 | 0.7% | +47+0.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,837 | $92.8 萬 | 0.7% | −29−0.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,113 | $93.2 萬 | 0.7% | +15+0.3% | 加碼 | 歷史 |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 74,522 | $93.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 11,303 | $99.1 萬 | 0.7% | +3,462+44.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,582 | $99.4 萬 | 0.7% | +319+9.8% | 加碼 | – |
| SYYSysco Corp | Stock | 12,364 | $99.7 萬 | 0.8% | −35−0.3% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 12,116 | $100.3 萬 | 0.8% | +16+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,942 | $102.6 萬 | 0.8% | +24+0.3% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 4,941 | $103.1 萬 | 0.8% | +49+1.0% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 10,824 | $105.7 萬 | 0.8% | −268−2.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,230 | $108.0 萬 | 0.8% | +35+1.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,098 | $110.1 萬 | 0.8% | −132−3.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,012 | $117.1 萬 | 0.9% | +17+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,658 | $117.2 萬 | 0.9% | +114+3.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 29,607 | $137.7 萬 | 1.0% | +5,779+24.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 9,234 | $139.1 萬 | 1.0% | +23+0.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,522 | $139.9 萬 | 1.1% | +29+0.8% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 11,710 | $146.4 萬 | 1.1% | −357−3.0% | 減碼 | – |
| PFEPfizer Inc | Stock | 31,001 | $147.1 萬 | 1.1% | −180−0.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,811 | $158.6 萬 | 1.2% | +44+0.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,938 | $172.7 萬 | 1.3% | +270+2.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,833 | $178.7 萬 | 1.3% | +1,181+9.3% | 加碼 | – |
| SRESempra | Stock | 11,837 | $191.8 萬 | 1.4% | −169−1.4% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,166 | $205.6 萬 | 1.5% | −253−1.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 9,743 | $229.7 萬 | 1.7% | −19−0.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 33,462 | $1,216 萬 | 9.2% | +5,516+19.7% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 47,783 | $1,623 萬 | 12.2% | −642−1.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 66,738 | $2,640 萬 | 19.9% | −4,384−6.2% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（3 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。