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Armstrong Advisory Group, Inc

SEC CIK
0001932952
最新申報
2026/7/13

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/4/10 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
842
較 2024 年第 4 季 0
總值
$12.5 億
較 2024 年第 4 季 $0 (0.0%)
申報日
2025/4/10
SEC
Armstrong Advisory Group, Inc 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P 500 ETF464287200ETF259,279$1.53 億12.2%00.0%不變–
Vanguard Total Bond Market ETF921937835ETF1,787,164$1.29 億10.3%00.0%不變–
iShares Tr4642874407-10 YR TRSY BD1,143,157$1.06 億8.4%00.0%不變–
Vanguard Information Technology ETF92204A702ETF169,701$1.06 億8.4%00.0%不變–
Schwab Strategic Tr8085247221000 INDEX ETF2,633,266$7,455 萬6.0%00.0%不變–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF998,848$6,886 萬5.5%00.0%不變–
iShares Tr4642886613 7 YR TREAS BD390,284$4,510 萬3.6%00.0%不變–
State Street Financial Select Sector SPDR ETF81369Y605ETF822,285$3,974 萬3.2%00.0%不變–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF150,690$3,381 萬2.7%00.0%不變–
Vanguard Health Care ETF92204A504ETF132,711$3,367 萬2.7%00.0%不變–
Vanguard Communication Services ETF92204A884ETF188,675$2,924 萬2.3%00.0%不變–
iShares Tr46428743220 YR TR BD ETF330,450$2,886 萬2.3%00.0%不變–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF259,817$2,725 萬2.2%00.0%不變–
State Street Industrial Select Sector SPDR ETF81369Y704ETF168,120$2,215 萬1.8%00.0%不變–
SPYSPDR S&P 500 ETF TrustETF36,595$2,145 萬1.7%00.0%不變歷史
AAPLApple Inc.Stock83,735$2,097 萬1.7%00.0%不變歷史
iShares Tr46436E7180-3 MTH TREASURY202,987$2,036 萬1.6%00.0%不變–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF215,666$1,695 萬1.4%00.0%不變–
SPDR Series Trust78468R523ST STR BL 12 ETF167,345$1,659 萬1.3%00.0%不變–
Vanguard S&P 500 ETF922908363ETF23,010$1,240 萬1.0%00.0%不變–
MSFTMicrosoft CorpStock27,506$1,159 萬0.9%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF129,797$1,112 萬0.9%00.0%不變–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT57,938$1,015 萬0.8%00.0%不變–
BRK.BBerkshire Hathaway IncStock22,156$1,004 萬0.8%00.0%不變歷史
UPSUnited Parcel Service IncStock68,171$859.6 萬0.7%00.0%不變歷史
CPRTCopart IncCOM142,368$817.0 萬0.7%00.0%不變歷史
AMZNAmazon Com IncStock36,446$799.6 萬0.6%00.0%不變歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF103,110$780.4 萬0.6%00.0%不變–
iShares U.S. Treasury Bond ETF46429B267ETF272,195$625.5 萬0.5%00.0%不變–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF151,627$616.7 萬0.5%00.0%不變–
State Street Materials Select Sector SPDR ETF81369Y100ETF61,124$514.3 萬0.4%00.0%不變–
Vanguard Index FDS922908652EXTEND MKT ETF25,387$482.3 萬0.4%00.0%不變–
LLYEli Lilly & CoStock5,992$462.6 萬0.4%00.0%不變歷史
Invesco QQQ Trust Series I46090E103ETF8,841$452.0 萬0.4%00.0%不變–
DEDeere & CoStock9,450$400.4 萬0.3%00.0%不變歷史
Vanguard High Dividend Yield Index ETF921946406ETF31,190$398.0 萬0.3%00.0%不變–
NVDANVIDIA CorpStock28,846$387.4 萬0.3%00.0%不變歷史
TJXTJX Companies IncStock32,023$386.9 萬0.3%00.0%不變歷史
Vanguard Dividend Appreciation ETF921908844ETF14,970$293.2 萬0.2%00.0%不變–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM36,254$208.6 萬0.2%00.0%不變–
iShares Core High Dividend ETF46429B663ETF18,527$208.0 萬0.2%00.0%不變–
XOMExxonMobil Holdings CorpCOM18,660$200.7 萬0.2%00.0%不變歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF6,797$197.0 萬0.2%00.0%不變–
KOCoca Cola CoStock31,192$194.2 萬0.2%00.0%不變歷史
ORCLOracle CorpStock11,253$187.5 萬0.1%00.0%不變歷史
iShares Core S&P Mid-Cap ETF464287507ETF28,492$177.5 萬0.1%00.0%不變–
SPDR Series Trust78468R606ST PORT HIGH ETF75,515$177.2 萬0.1%00.0%不變–
WMWaste Management IncStock8,748$176.5 萬0.1%00.0%不變歷史
ABBVAbbVie Inc.Stock9,842$174.9 萬0.1%00.0%不變歷史
iShares Tr464288687PFD AND INCM SEC52,975$166.6 萬0.1%00.0%不變–
Global X FDS37954Y475S&P 500 COVERED37,240$156.0 萬0.1%00.0%不變–
HDHome Depot, Inc.Stock3,916$152.3 萬0.1%00.0%不變歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG12,958$149.2 萬0.1%00.0%不變–
VZVerizon Communications IncStock33,231$132.9 萬0.1%00.0%不變歷史
BACBank of America CorpStock28,278$124.3 萬0.1%00.0%不變歷史
WMTWalmart Inc.Stock13,516$122.1 萬0.1%00.0%不變歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD24,226$121.4 萬0.1%00.0%不變–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS20,093$116.9 萬0.1%00.0%不變–
JPMJPMorgan Chase & CoStock4,644$111.3 萬0.1%00.0%不變歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF11,807$104.8 萬0.1%00.0%不變–
UNHUnitedHealth Group IncStock2,060$104.2 萬0.1%00.0%不變歷史
MCDMcDonalds CorpStock3,437$99.6 萬0.1%00.0%不變歷史
SPDR Series Trust78464A763ST STR SP DIV7,480$98.8 萬0.1%00.0%不變–
PIMCO ETF Tr72201R627SR LN ACTIVE ETF19,000$97.1 萬0.1%00.0%不變–
HONHoneywell International IncCOM4,266$96.4 萬0.1%00.0%不變歷史
COSTCostco Wholesale CorpStock1,033$94.7 萬0.1%00.0%不變歷史
Bondbloxx ETF Trust09789C820BLOOMBERG SEVEN20,396$94.4 萬0.1%00.0%不變–
GOOGLAlphabet Inc.Stock4,984$94.3 萬0.1%00.0%不變歷史
TAT&T Inc.Stock40,182$91.5 萬0.1%00.0%不變歷史
PGProcter & Gamble CoStock5,408$90.7 萬0.1%00.0%不變歷史
GOOGAlphabet Inc.Stock4,697$89.5 萬0.1%00.0%不變歷史
CATCaterpillar IncStock2,436$88.4 萬0.1%00.0%不變歷史
EDConsolidated Edison IncStock9,806$87.5 萬0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD10,990$85.7 萬0.1%00.0%不變–
JNJJohnson & JohnsonStock5,876$85.0 萬0.1%00.0%不變歷史
CMGChipotle Mexican Grill IncCOM13,900$83.8 萬0.1%00.0%不變歷史
PEGPublic Service Enterprise Group IncCOM9,820$83.0 萬0.1%00.0%不變歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF8,537$82.7 萬0.1%00.0%不變–
iShares Tr464288414NATIONAL MUN ETF7,604$81.0 萬0.1%00.0%不變–
AEPAmerican Electric Power Co IncStock8,738$80.6 萬0.1%00.0%不變歷史
GLDSPDR Gold TrustETF3,251$78.7 萬0.1%00.0%不變歷史
PEPPepsiCo IncStock5,019$76.3 萬0.1%00.0%不變歷史
CVXChevron CorpStock5,149$74.6 萬0.1%00.0%不變歷史
VVisa Inc.Stock2,342$74.0 萬0.1%00.0%不變歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF8,075$73.4 萬0.1%00.0%不變–
Schwab U.S. Mid-Cap ETF808524508ETF26,442$73.3 萬0.1%00.0%不變–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF6,611$72.8 萬0.1%00.0%不變–
HUBSHubSpot IncCOM1,041$72.5 萬0.1%00.0%不變歷史
Vanguard Morningstar Growth ETF922908736ETF1,751$71.9 萬0.1%00.0%不變–
COFCapital One Financial CorpStock3,977$70.9 萬0.1%00.0%不變歷史
iShares Core S&P Small Cap ETF464287804ETF6,062$69.9 萬0.1%00.0%不變–
ESEversource EnergyStock12,087$69.4 萬0.1%00.0%不變歷史
DUKDuke Energy CORPStock6,398$68.9 萬0.1%00.0%不變歷史
RTXRTX CorpStock5,711$66.1 萬0.1%00.0%不變歷史
IBMInternational Business Machines CorpStock2,997$65.9 萬0.1%00.0%不變歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC8,782$65.4 萬0.1%00.0%不變–
CLColgate Palmolive CoStock7,089$64.4 萬0.1%00.0%不變歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF3,058$63.3 萬0.1%00.0%不變–
Alps ETF Tr00162Q452ALERIAN MLP12,804$61.7 萬<0.1%00.0%不變–
GEGeneral Electric CoStock3,654$60.9 萬<0.1%00.0%不變歷史