HFG Advisors, Inc.
- SEC CIK
- 0001911087
- 最新申報
- 2026/8/7
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/20 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 88
- 較 2022 年第 4 季 −5
- 總值
- $8,777 萬
- 較 2022 年第 4 季 +$269.0 萬 (+3.2%)
| 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 | 22,772 | $730.8 萬 | 8.3% | +362+1.6% | 加碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 148,665 | $670.2 萬 | 7.6% | +1,847+1.3% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 124,083 | $440.5 萬 | 5.0% | +2,115+1.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 25,390 | $403.1 萬 | 4.6% | +709+2.9% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 17,697 | $398.6 萬 | 4.5% | +332+1.9% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 82,991 | $372.4 萬 | 4.2% | +1,502+1.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 24,292 | $325.7 萬 | 3.7% | +1,153+5.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 16,540 | $322.4 萬 | 3.7% | +1,022+6.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 15,188 | $225.8 萬 | 2.6% | −217−1.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 23,974 | $223.1 萬 | 2.5% | +174+0.7% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 20,447 | $207.9 萬 | 2.4% | +135+0.7% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 57,551 | $179.7 萬 | 2.0% | +1,115+2.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,489 | $173.3 萬 | 2.0% | −503−5.6% | 減碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 10,610 | $155.6 萬 | 1.8% | +83+0.8% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 20,947 | $149.8 萬 | 1.7% | +492+2.4% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 19,272 | $145.6 萬 | 1.7% | +655+3.5% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 36,544 | $144.2 萬 | 1.6% | +990+2.8% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 19,198 | $140.0 萬 | 1.6% | −541−2.7% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 18,537 | $136.9 萬 | 1.6% | +609+3.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,535 | $132.9 萬 | 1.5% | +54+1.6% | 加碼 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 5,070 | $116.9 萬 | 1.3% | +96+1.9% | 加碼 | – |
| CHRDChord Energy Corp | COM NEW | 8,290 | $111.6 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,659 | $109.3 萬 | 1.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 17,767 | $102.8 萬 | 1.2% | +506+2.9% | 加碼 | – |
| First Tr Exchange-Traded FD33738R852 | NASDQ FOD BVRG | 33,846 | $91.0 萬 | 1.0% | −129−0.4% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,920 | $87.8 萬 | 1.0% | +9+0.2% | 加碼 | – |
| UALUnited Airlines Holdings, Inc. | COM | 19,215 | $85.0 萬 | 1.0% | +10,965+132.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 15,172 | $84.3 萬 | 1.0% | +10.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,360 | $84.1 萬 | 1.0% | 00.0% | 不變 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 2,994 | $81.8 萬 | 0.9% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,784 | $80.3 萬 | 0.9% | −33−1.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 11,597 | $75.8 萬 | 0.9% | +20.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,071 | $75.0 萬 | 0.9% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 4,536 | $74.8 萬 | 0.9% | −80−1.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 8,617 | $69.4 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,118 | $68.8 萬 | 0.8% | +389+5.8% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 53,485 | $66.7 萬 | 0.8% | +8,770+19.6% | 加碼 | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 10,065 | $66.5 萬 | 0.8% | −36−0.4% | 減碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 8,916 | $63.4 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,054 | $62.4 萬 | 0.7% | −325−7.4% | 減碼 | – |
| DALDelta Air Lines, Inc. | COM NEW | 16,805 | $58.7 萬 | 0.7% | +5,650+50.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,500 | $57.1 萬 | 0.6% | −40−0.7% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 19,254 | $51.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 9,416 | $48.9 萬 | 0.6% | +9,416 | 新進 | – |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 13,491 | $46.9 萬 | 0.5% | +3,175+30.8% | 加碼 | – |
| First Tr Exchange Traded FD33738R811 | NASDQ SEMCNDTR | 7,147 | $46.3 萬 | 0.5% | +7,147 | 新進 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 3,394 | $44.3 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 3,299 | $43.7 萬 | 0.5% | 00.0% | 不變 | – |
| AALAmerican Airlines Group Inc. | Stock | 28,350 | $41.8 萬 | 0.5% | +28,350 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 894 | $41.1 萬 | 0.5% | +2+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,639 | $40.9 萬 | 0.5% | −40−1.5% | 減碼 | 歷史 |
| STLAStellantis N.V. | SHS | 21,605 | $39.3 萬 | 0.4% | +21,605 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 3,723 | $39.2 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R845 | NASDQ OIL GAS | 13,417 | $36.2 萬 | 0.4% | −17,664−56.8% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 1,964 | $35.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,600 | $32.8 萬 | 0.4% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 12,500 | $32.4 萬 | 0.4% | +3,560+39.8% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,060 | $32.3 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 20,118 | $31.2 萬 | 0.4% | −28,587−58.7% | 減碼 | – |
| PRUPrudential Financial Inc | Stock | 3,465 | $28.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33733C108 | SHS ISSUED FRST | 4,095 | $28.5 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,930 | $28.3 萬 | 0.3% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,472 | $27.2 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,590 | $26.3 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 844 | $26.1 萬 | 0.3% | −15−1.7% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 22,752 | $25.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SUNSunoco LP | COM UT REP LP | 5,790 | $25.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 3,850 | $25.0 萬 | 0.3% | 00.0% | 不變 | – |
| AFLAflac Inc | Stock | 3,788 | $24.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,283 | $24.3 萬 | 0.3% | −80−3.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,785 | $23.8 萬 | 0.3% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 6,021 | $23.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,182 | $22.6 萬 | 0.3% | +2+0.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 7,880 | $22.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,962 | $21.9 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,500 | $21.8 萬 | 0.2% | 00.0% | 不變 | – |
| RIORio Tinto PLC | ADR | 3,160 | $21.7 萬 | 0.2% | +3,160 | 新進 | 歷史 |
| FFBCFirst Financial Bancorp | COM | 9,900 | $21.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 447 | $21.1 萬 | 0.2% | −21−4.5% | 減碼 | 歷史 |
| LAZLazard, Inc. | SHS A | 6,375 | $21.1 萬 | 0.2% | +6,375 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 2,355 | $20.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 602 | $20.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,625 | $20.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 6,680 | $20.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 11,672 | $18.6 萬 | 0.2% | 00.0% | 不變 | – |
| EIMEaton Vance Municipal Bond Fund | COM | 14,328 | $14.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EVNEaton Vance Municipal Income Trust | SH BEN INT | 10,378 | $10.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPTFranklin Premier Income Trust | SH BEN INT | 10,461 | $3.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（11 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CTRACoterra Energy Inc. | Stock | 14,531 | $35.7 萬 | 0.4% | 歷史 |
| iShares Tr464288851 | US OIL GS EX ETF | 3,838 | $35.6 萬 | 0.4% | – |
| AXPAmerican Express Co | Stock | 2,292 | $33.9 萬 | 0.4% | 歷史 |
| EEni SpA | SPONSORED ADR | 10,000 | $28.7 萬 | 0.3% | 歷史 |
| EQTEQT Corp | Stock | 8,255 | $27.9 萬 | 0.3% | 歷史 |
| SUSuncor Energy Inc | Stock | 8,500 | $27.0 萬 | 0.3% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,033 | $25.0 萬 | 0.3% | 歷史 |
| VNOMViper Energy, Inc. | COM UNT RP INT | 6,500 | $20.7 萬 | 0.2% | 歷史 |
| ARLPAlliance Resource Partners LP | Stock | 10,150 | $20.6 萬 | 0.2% | 歷史 |
| HDHome Depot, Inc. | Stock | 638 | $20.2 萬 | 0.2% | 歷史 |
| Crescent PT Energy Corp22576C101 | COM | 24,000 | $17.2 萬 | 0.2% | – |