HFG Advisors, Inc.
- SEC CIK
- 0001911087
- 最新申報
- 2026/8/7
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 82
- 較 2022 年第 1 季 −6
- 總值
- $7,410 萬
- 較 2022 年第 1 季 −$1,348 萬 (−15.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 21,089 | $591.1 萬 | 8.0% | −479−2.2% | 減碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 139,284 | $576.9 萬 | 7.8% | +1,111+0.8% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 89,297 | $365.4 萬 | 4.9% | +3,204+3.7% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 14,414 | $299.5 萬 | 4.0% | +123+0.9% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 82,380 | $290.1 萬 | 3.9% | −126−0.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 20,652 | $267.5 萬 | 3.6% | −782−3.6% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 17,811 | $256.1 萬 | 3.5% | −51−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,593 | $248.6 萬 | 3.4% | −851−4.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 13,889 | $243.6 萬 | 3.3% | −458−3.2% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 19,172 | $192.5 萬 | 2.6% | −60.0% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 55,400 | $182.2 萬 | 2.5% | +3,112+6.0% | 加碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 18,887 | $166.5 萬 | 2.2% | +158+0.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,758 | $165.2 萬 | 2.2% | +25+0.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,720 | $159.8 萬 | 2.2% | −272−1.7% | 減碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 16,973 | $154.0 萬 | 2.1% | −1,544−8.3% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 20,458 | $143.1 萬 | 1.9% | −79−0.4% | 減碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 10,590 | $140.7 萬 | 1.9% | −81−0.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,618 | $125.5 萬 | 1.7% | +104+3.0% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 20,001 | $125.0 萬 | 1.7% | −571−2.8% | 減碼 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 4,497 | $97.9 萬 | 1.3% | +250+5.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 20,540 | $95.2 萬 | 1.3% | +275+1.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 431 | $93.9 萬 | 1.3% | −129−23.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738R852 | NASDQ FOD BVRG | 33,954 | $87.1 萬 | 1.2% | +33,954 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,224 | $84.3 萬 | 1.1% | 00.0% | 不變 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 2,994 | $80.5 萬 | 1.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,750 | $80.4 萬 | 1.1% | +19+0.4% | 加碼 | – |
| CHRDChord Energy Corp | COM NEW | 6,365 | $77.4 萬 | 1.0% | +4,265+203.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 51,098 | $75.4 萬 | 1.0% | +51,098 | 新進 | – |
| First Tr Exchange Traded FD33738R845 | NASDQ OIL GAS | 31,572 | $73.9 萬 | 1.0% | +31,572 | 新進 | – |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 14,648 | $70.5 萬 | 1.0% | +14,648 | 新進 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 11,159 | $67.5 萬 | 0.9% | +11,159 | 新進 | – |
| FITBFifth Third Bancorp | COM | 19,567 | $65.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 8,617 | $65.5 萬 | 0.9% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 11,536 | $65.2 萬 | 0.9% | −1,055−8.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,503 | $64.3 萬 | 0.9% | +1,312+110.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,379 | $62.8 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,758 | $62.4 萬 | 0.8% | +37+1.4% | 加碼 | – |
| CVSCVS Health Corp | Stock | 6,426 | $59.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 4,296 | $58.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 10,662 | $57.7 萬 | 0.8% | +311+3.0% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 1,173 | $56.6 萬 | 0.8% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 3,945 | $46.4 萬 | 0.6% | +335+9.3% | 加碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 6,125 | $42.9 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,934 | $42.3 萬 | 0.6% | +145+8.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,484 | $41.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 3,394 | $38.8 萬 | 0.5% | −4,448−56.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,913 | $36.2 萬 | 0.5% | +775+24.7% | 加碼 | – |
| CTRACoterra Energy Inc. | Stock | 13,641 | $35.2 萬 | 0.5% | +901+7.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 3,723 | $35.0 萬 | 0.5% | −7,443−66.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,936 | $34.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,359 | $33.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 3,825 | $32.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 2,292 | $31.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 30,665 | $30.6 萬 | 0.4% | +6,000+24.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,660 | $28.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,600 | $28.5 萬 | 0.4% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 9,142 | $28.5 萬 | 0.4% | +3,000+48.8% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 2,645 | $28.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 8,901 | $27.9 萬 | 0.4% | −230−2.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,930 | $26.9 萬 | 0.4% | +88+2.3% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 5,282 | $26.8 萬 | 0.4% | +1,000+23.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33733C108 | SHS ISSUED FRST | 4,095 | $26.8 萬 | 0.4% | 00.0% | 不變 | – |
| TRTNTriton International Ltd | CL A | 5,075 | $26.7 萬 | 0.4% | +600+13.4% | 加碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 21,752 | $26.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,433 | $25.6 萬 | 0.3% | −76−3.0% | 減碼 | – |
| PRUPrudential Financial Inc | Stock | 2,565 | $24.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 6,680 | $23.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 3,850 | $22.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,687 | $22.3 萬 | 0.3% | −695−15.9% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 8,940 | $21.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 799 | $21.8 萬 | 0.3% | +36+4.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,500 | $21.7 萬 | 0.3% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 4,685 | $21.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,785 | $21.3 萬 | 0.3% | +925+32.3% | 加碼 | – |
| SUSuncor Energy Inc | Stock | 6,000 | $21.0 萬 | 0.3% | +6,000 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,325 | $20.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 2,362 | $20.8 萬 | 0.3% | −1,781−43.0% | 減碼 | – |
| WLLWhiting Holdings LLC | COM NEW | 3,000 | $20.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Crescent PT Energy Corp22576C101 | COM | 24,000 | $17.1 萬 | 0.2% | +9,000+60.0% | 加碼 | – |
| EIMEaton Vance Municipal Bond Fund | COM | 14,328 | $15.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EVNEaton Vance Municipal Income Trust | SH BEN INT | 10,378 | $11.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PPTFranklin Premier Income Trust | SH BEN INT | 10,461 | $4.00 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（12 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 18,034 | $98.2 萬 | 1.1% | – |
| First Tr Exchange Traded FD33738R795 | NASDAQ TRANSN | 29,554 | $95.5 萬 | 1.1% | – |
| GMGeneral Motors Co | COM | 7,948 | $34.8 萬 | 0.4% | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,821 | $34.2 萬 | 0.4% | – |
| iShares U.S. Regional Banks ETF464288778 | ETF | 4,952 | $29.2 萬 | 0.3% | – |
| KHCKraft Heinz Co | Stock | 6,581 | $25.9 萬 | 0.3% | 歷史 |
| RIORio Tinto PLC | ADR | 3,025 | $24.3 萬 | 0.3% | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,494 | $24.2 萬 | 0.3% | 歷史 |
| FFBCFirst Financial Bancorp | COM | 9,900 | $22.8 萬 | 0.3% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 897 | $21.3 萬 | 0.2% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,599 | $20.2 萬 | 0.2% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 784 | $20.1 萬 | 0.2% | – |