HFG Advisors, Inc.
- SEC CIK
- 0001911087
- 最新申報
- 2026/8/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/21 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 94
- 較 2024 年第 4 季 +1
- 總值
- $1.17 億
- 較 2024 年第 4 季 +$267.1 萬 (+2.3%)
| 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 | 20,843 | $977.4 萬 | 8.3% | −849−3.9% | 減碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 143,807 | $788.9 萬 | 6.7% | −1,033−0.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 33,602 | $572.6 萬 | 4.9% | +16,306+94.3% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 97,573 | $571.2 萬 | 4.9% | −5,875−5.7% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 120,118 | $521.8 萬 | 4.5% | +2,315+2.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 32,292 | $518.4 萬 | 4.4% | +711+2.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 20,998 | $513.7 萬 | 4.4% | +250+1.2% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 11,384 | $349.2 萬 | 3.0% | −419−3.5% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 29,117 | $267.1 萬 | 2.3% | +9,344+47.3% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 23,622 | $260.9 萬 | 2.2% | +11,451+94.1% | 加碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 18,772 | $246.7 萬 | 2.1% | −2,256−10.7% | 減碼 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 74,030 | $239.0 萬 | 2.0% | −168−0.2% | 減碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 11,765 | $216.7 萬 | 1.9% | +204+1.8% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 27,256 | $215.0 萬 | 1.8% | +866+3.3% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 48,258 | $210.9 萬 | 1.8% | +1,365+2.9% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 66,368 | $203.9 萬 | 1.7% | +5,991+9.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,406 | $203.5 萬 | 1.7% | −624−7.8% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 16,709 | $202.4 萬 | 1.7% | +126+0.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 27,310 | $200.6 萬 | 1.7% | +995+3.8% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 24,426 | $199.6 萬 | 1.7% | −243−1.0% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 19,956 | $178.9 萬 | 1.5% | −257−1.3% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,984 | $153.4 萬 | 1.3% | −110−3.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,581 | $145.0 萬 | 1.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 20,658 | $142.1 萬 | 1.2% | +380+1.9% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 24,004 | $125.7 萬 | 1.1% | +13,338+125.1% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 5,402 | $120.0 萬 | 1.0% | −100−1.8% | 減碼 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3,556 | $118.9 萬 | 1.0% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 60,662 | $112.8 萬 | 1.0% | +3,967+7.0% | 加碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 21,174 | $112.2 萬 | 1.0% | −389−1.8% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 39,583 | $111.4 萬 | 1.0% | +839+2.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,001 | $108.4 萬 | 0.9% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 31,316 | $106.9 萬 | 0.9% | +7,811+33.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 15,140 | $105.4 萬 | 0.9% | −315−2.0% | 減碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 12,840 | $98.9 萬 | 0.8% | −233−1.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,409 | $97.9 萬 | 0.8% | +128+3.0% | 加碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 5,406 | $93.8 萬 | 0.8% | −100−1.8% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 21,556 | $91.0 萬 | 0.8% | +21,556 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,160 | $88.5 萬 | 0.8% | 00.0% | 不變 | – |
| LNCLincoln National Corp | COM | 24,226 | $87.0 萬 | 0.7% | +15,866+189.8% | 加碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 7,631 | $86.1 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,612 | $85.9 萬 | 0.7% | −117−2.5% | 減碼 | – |
| GEGeneral Electric Co | Stock | 4,283 | $85.7 萬 | 0.7% | −630−12.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X184 | UTILITIES ALPH | 20,656 | $84.7 萬 | 0.7% | +20,656 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,174 | $83.3 萬 | 0.7% | −196−4.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,305 | $64.1 萬 | 0.5% | −36−1.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,017 | $62.9 萬 | 0.5% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,673 | $62.8 萬 | 0.5% | −1,322−44.1% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 59,000 | $59.2 萬 | 0.5% | +59,000 | 新進 | 歷史 |
| FITBFifth Third Bancorp | COM | 14,804 | $58.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 5,424 | $55.6 萬 | 0.5% | −289−5.1% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 16,127 | $55.2 萬 | 0.5% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,032 | $55.0 萬 | 0.5% | +188+22.3% | 加碼 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 9,976 | $40.7 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 3,850 | $37.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,736 | $36.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,130 | $36.8 萬 | 0.3% | −152−4.6% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,814 | $35.4 萬 | 0.3% | 00.0% | 不變 | – |
| ORIOld Republic International Corp | COM | 8,844 | $34.7 萬 | 0.3% | +639+7.8% | 加碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 9,925 | $33.1 萬 | 0.3% | −893−8.3% | 減碼 | – |
| CINFCincinnati Financial Corp | COM | 2,213 | $32.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33733C108 | SHS ISSUED FRST | 4,095 | $32.6 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 2,094 | $32.4 萬 | 0.3% | +301+16.8% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,054 | $32.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,298 | $30.6 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,770 | $30.1 萬 | 0.3% | 00.0% | 不變 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 8,340 | $29.7 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R845 | NASDQ OIL GAS | 9,735 | $29.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,767 | $29.5 萬 | 0.3% | +121+2.6% | 加碼 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 7,803 | $28.1 萬 | 0.2% | +13+0.2% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 647 | $28.1 萬 | 0.2% | +3+0.5% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 2,438 | $27.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,556 | $27.0 萬 | 0.2% | +162+11.6% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 2,036 | $26.9 萬 | 0.2% | 00.0% | 不變 | – |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 6,897 | $26.4 萬 | 0.2% | +6,897 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,500 | $26.2 萬 | 0.2% | 00.0% | 不變 | – |
| EGEverest Group, Ltd. | COM | 675 | $24.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 296 | $24.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 980 | $24.3 萬 | 0.2% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 1,138 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 2,969 | $24.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 14,240 | $23.5 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 931 | $23.2 萬 | 0.2% | −1,796−65.9% | 減碼 | 歷史 |
| MFCManulife Financial Corp | COM | 7,345 | $22.9 萬 | 0.2% | +7,345 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 2,808 | $22.6 萬 | 0.2% | +55+2.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 1,059 | $22.2 萬 | 0.2% | +1,059 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,454 | $21.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,444 | $21.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 380 | $20.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 803 | $20.8 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 11,672 | $20.5 萬 | 0.2% | 00.0% | 不變 | – |
| CICigna Group | Stock | 612 | $20.1 萬 | 0.2% | +612 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 784 | $20.0 萬 | 0.2% | 00.0% | 不變 | – |
| EFTEaton Vance Floating-Rate Income Trust | COM | 10,069 | $12.6 萬 | 0.1% | +10,069 | 新進 | 歷史 |
| RITMRithm Capital Corp. | REIT | 10,000 | $11.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（7 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 15,156 | $98.0 萬 | 0.9% | – |
| RTXRTX Corp | Stock | 4,074 | $47.1 萬 | 0.4% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,437 | $24.2 萬 | 0.2% | 歷史 |
| NVONovo Nordisk A S | ADR | 2,660 | $22.9 萬 | 0.2% | 歷史 |
| AVGOBroadcom Inc. | Stock | 940 | $21.8 萬 | 0.2% | 歷史 |
| HDHome Depot, Inc. | Stock | 543 | $21.1 萬 | 0.2% | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,533 | $20.8 萬 | 0.2% | – |