Clientfirst Wealth Management, LLC
- SEC CIK
- 0001915494
- 最新申報
- 2026/7/30
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/28 申報。只含多頭部位。
- 持股檔數
- 47
- 2024 年第 3 季沒有申報
- 總值
- $9,886 萬
- 2024 年第 3 季沒有申報
Clientfirst Wealth Management, LLC 沒有申報 2024 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 | 113,201 | $4,887 萬 | 49.4% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 28,264 | $1,135 萬 | 11.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,861 | $460.7 萬 | 4.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,870 | $370.2 萬 | 3.7% | – | – | – |
| AAPLApple Inc. | Stock | 14,272 | $357.4 萬 | 3.6% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 14,480 | $268.1 萬 | 2.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,340 | $250.6 萬 | 2.5% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,741 | $213.1 萬 | 2.2% | – | – | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 10,005 | $184.6 萬 | 1.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 36,712 | $175.6 萬 | 1.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,391 | $140.8 萬 | 1.4% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 11,556 | $94.7 萬 | 1.0% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 17,620 | $92.8 萬 | 0.9% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,096 | $89.3 萬 | 0.9% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 4,066 | $77.6 萬 | 0.8% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 24,594 | $77.3 萬 | 0.8% | – | – | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 6,252 | $61.8 萬 | 0.6% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,437 | $49.7 萬 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,180 | $49.2 萬 | 0.5% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 5,900 | $44.6 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,050 | $42.4 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,431 | $39.9 萬 | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 5,250 | $39.7 萬 | 0.4% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,324 | $39.3 萬 | 0.4% | – | – | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 4,808 | $39.2 萬 | 0.4% | – | – | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 7,225 | $38.3 萬 | 0.4% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,924 | $37.3 萬 | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,504 | $36.1 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,480 | $32.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,100 | $31.9 萬 | 0.3% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,591 | $30.2 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 827 | $30.0 萬 | 0.3% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,285 | $30.0 萬 | 0.3% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 3,150 | $28.4 萬 | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,258 | $28.2 萬 | 0.3% | – | – | – |
| SPGSimon Property Group Inc. | REIT | 1,593 | $27.4 萬 | 0.3% | – | – | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 12,775 | $27.3 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,472 | $25.1 萬 | 0.3% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 842 | $24.2 萬 | 0.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,700 | $23.8 萬 | 0.2% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 7,000 | $23.7 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,750 | $23.5 萬 | 0.2% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 9,670 | $22.8 萬 | 0.2% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,576 | $22.4 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 356 | $20.8 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,280 | $20.6 萬 | 0.2% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 10,000 | $20.1 萬 | 0.2% | – | – | 歷史 |