Clientfirst Wealth Management, LLC
- SEC CIK
- 0001915494
- 最新申報
- 2026/7/30
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/4/1 申報。只含多頭部位。
- 持股檔數
- 30
- 2021 年第 3 季沒有申報
- 總值
- $1.11 億
- 2021 年第 3 季沒有申報
Clientfirst Wealth Management, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DDSDillard's, Inc. | CL A | 268,670 | $7,461 萬 | 67.0% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 28,489 | $798.0 萬 | 7.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,936 | $361.8 萬 | 3.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 15,132 | $265.6 萬 | 2.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,027 | $252.6 萬 | 2.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 14,353 | $240.2 萬 | 2.2% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,789 | $187.5 萬 | 1.7% | – | – | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 11,005 | $166.8 萬 | 1.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,970 | $164.5 萬 | 1.5% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 41,624 | $149.7 萬 | 1.3% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 5,000 | $138.8 萬 | 1.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 26,032 | $125.0 萬 | 1.1% | – | – | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 43,275 | $112.5 萬 | 1.0% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,391 | $109.5 萬 | 1.0% | – | – | – |
| USBUS Bancorp DE | COM NEW | 13,436 | $76.2 萬 | 0.7% | – | – | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 6,252 | $72.7 萬 | 0.7% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 4,066 | $63.7 萬 | 0.6% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,946 | $59.7 萬 | 0.5% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 8,000 | $39.7 萬 | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,985 | $36.7 萬 | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,324 | $33.9 萬 | 0.3% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 2,585 | $33.1 萬 | 0.3% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,890 | $28.5 萬 | 0.3% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,721 | $27.9 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,100 | $25.3 萬 | 0.2% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,258 | $24.9 萬 | 0.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,700 | $21.4 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,504 | $21.2 萬 | 0.2% | – | – | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,593 | $20.9 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 7,886 | $20.3 萬 | 0.2% | – | – | – |