Armstrong Advisory Group, Inc
- SEC CIK
- 0001932952
- 最新申報
- 2026/7/13
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/12 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 769
- 較 2023 年第 4 季 0
- 總值
- $10.3 億
- 較 2023 年第 4 季 $0 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,252,912 | $1.21 億 | 11.7% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 203,986 | $9,873 萬 | 9.6% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,151,529 | $6,437 萬 | 6.2% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 1,246,826 | $5,743 萬 | 5.6% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 751,915 | $5,530 萬 | 5.4% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 184,028 | $4,614 萬 | 4.5% | 00.0% | 不變 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,108,961 | $4,170 萬 | 4.0% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 81,373 | $3,887 萬 | 3.8% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 196,822 | $3,519 萬 | 3.4% | 00.0% | 不變 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,473,662 | $3,395 萬 | 3.3% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 283,123 | $3,316 萬 | 3.2% | 00.0% | 不變 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 245,751 | $2,893 萬 | 2.8% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 170,221 | $2,799 萬 | 2.7% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 237,483 | $2,707 萬 | 2.6% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 286,351 | $2,063 萬 | 2.0% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 95,580 | $1,840 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 85,083 | $1,708 萬 | 1.7% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,098 | $1,621 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 172,696 | $1,448 萬 | 1.4% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 244,607 | $1,427 萬 | 1.4% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 85,615 | $1,346 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 25,290 | $1,105 萬 | 1.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 25,980 | $977.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 92,491 | $927.4 萬 | 0.9% | 00.0% | 不變 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 199,420 | $798.9 萬 | 0.8% | 00.0% | 不變 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 125,217 | $793.0 萬 | 0.8% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 40,006 | $764.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CPRTCopart Inc | COM | 146,614 | $718.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 83,730 | $716.2 萬 | 0.7% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,440 | $657.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 120,313 | $581.7 萬 | 0.6% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 31,614 | $480.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 10,235 | $409.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,423 | $374.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,448 | $346.0 萬 | 0.3% | 00.0% | 不變 | – |
| TJXTJX Companies Inc | Stock | 32,041 | $300.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15,483 | $263.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,094 | $235.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,285 | $196.5 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 19,307 | $193.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 31,651 | $186.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,219 | $158.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 8,788 | $157.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 15,574 | $146.1 萬 | 0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 37,300 | $140.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,746 | $129.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,388 | $125.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 52,421 | $122.6 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 20,623 | $113.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 35,425 | $110.5 萬 | 0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 32,747 | $110.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 10,704 | $109.2 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,617 | $107.7 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 10,023 | $105.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,488 | $103.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 13,020 | $101.6 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 6,436 | $100.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,558 | $96.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 10,291 | $93.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,397 | $91.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,296 | $89.9 萬 | 0.1% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 4,193 | $87.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HUBSHubSpot Inc | COM | 1,492 | $86.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 13,800 | $85.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,069 | $85.1 萬 | 0.1% | −12,276−80.0% | 減碼依 5 比 1 拆股換算 | – |
| AEPAmerican Electric Power Co Inc | Stock | 9,749 | $79.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 14,954 | $76.3 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 2,538 | $75.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,497 | $74.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 18,365 | $72.4 萬 | 0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 7,248 | $70.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,426 | $69.8 萬 | 0.1% | −8,852−66.7% | 減碼依 3 比 1 拆股換算 | 歷史 |
| CVXChevron Corp | Stock | 4,674 | $69.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 9,229 | $69.5 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 41,077 | $68.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,619 | $65.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 7,948 | $63.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,786 | $62.6 萬 | 0.1% | 00.0% | 不變 | – |
| VLOValero Energy Corp | Stock | 4,789 | $62.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 14,809 | $62.1 萬 | 0.1% | 00.0% | 不變 | – |
| CMGChipotle Mexican Grill Inc | COM | 270 | $61.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,211 | $61.4 萬 | 0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 3,599 | $61.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 9,820 | $60.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,174 | $58.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,187 | $58.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 33,334 | $57.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,140 | $56.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,038 | $55.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 9,179 | $54.4 萬 | 0.1% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 2,733 | $54.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 4,136 | $54.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,985 | $54.0 萬 | 0.1% | 00.0% | 不變 | – |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 8,776 | $53.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,436 | $52.0 萬 | 0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 4,636 | $51.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 817 | $48.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 4,467 | $48.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 5,757 | $48.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 9,895 | $47.0 萬 | <0.1% | 00.0% | 不變 | – |