Armstrong Advisory Group, Inc
- SEC CIK
- 0001932952
- 最新申報
- 2026/7/13
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/8 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 940
- 較 2025 年第 2 季 +15
- 總值
- $14.2 億
- 較 2025 年第 2 季 +$9,715 萬 (+7.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 231,222 | $1.55 億 | 10.9% | +6,568+2.9% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 957,560 | $1.14 億 | 8.1% | +15,326+1.6% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 149,144 | $1.11 億 | 7.9% | +796+0.5% | 加碼 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 1,280,789 | $9,685 萬 | 6.8% | +20,203+1.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,213,221 | $9,023 萬 | 6.4% | +18,163+1.5% | 加碼 | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 2,429,812 | $7,805 萬 | 5.5% | −6,264−0.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 151,396 | $5,382 萬 | 3.8% | +3,395+2.3% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 827,241 | $4,456 萬 | 3.1% | +2,544+0.3% | 加碼 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 1,260,232 | $3,907 萬 | 2.8% | +18,377+1.5% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 152,344 | $3,651 萬 | 2.6% | −488−0.3% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 184,412 | $3,462 萬 | 2.4% | +239+0.1% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 127,274 | $3,304 萬 | 2.3% | −862−0.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 538,794 | $3,171 萬 | 2.2% | −319,988−37.3% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 450,646 | $3,042 萬 | 2.1% | +5,590+1.3% | 加碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 370,161 | $2,969 萬 | 2.1% | +5,028+1.4% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 164,558 | $2,538 萬 | 1.8% | +792+0.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 36,232 | $2,414 萬 | 1.7% | −206−0.6% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 272,846 | $2,177 萬 | 1.5% | +8,664+3.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 81,622 | $2,078 萬 | 1.5% | −538−0.7% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 214,322 | $1,680 萬 | 1.2% | −1,415−0.7% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 621,258 | $1,674 萬 | 1.2% | +612,022+6,626.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 27,431 | $1,421 萬 | 1.0% | +186+0.7% | 加碼 | 歷史 |
| ProShares Tr74347B557 | SP500 EX TECH | 131,541 | $1,326 萬 | 0.9% | +2,416+1.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 23,029 | $1,158 萬 | 0.8% | −202−0.9% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 126,895 | $1,134 萬 | 0.8% | −1,030−0.8% | 減碼 | – |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 156,078 | $1,023 萬 | 0.7% | +156,078 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 105,369 | $918.9 萬 | 0.6% | −502−0.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 35,561 | $780.8 萬 | 0.6% | +69+0.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 11,934 | $730.8 萬 | 0.5% | +769+6.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 8,770 | $669.1 萬 | 0.5% | +3,062+53.6% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 152,615 | $643.0 萬 | 0.5% | +409+0.3% | 加碼 | – |
| Global X Uranium ETF37954Y871 | ETF | 130,979 | $624.4 萬 | 0.4% | +130,979 | 新進 | – |
| CPRTCopart Inc | COM | 135,618 | $609.9 萬 | 0.4% | −3,297−2.4% | 減碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 23,878 | $561.0 萬 | 0.4% | +23,309+4,096.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,228 | $554.0 萬 | 0.4% | +477+5.5% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 60,070 | $538.4 萬 | 0.4% | +30.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 26,809 | $500.2 萬 | 0.4% | −1,525−5.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 31,208 | $451.1 萬 | 0.3% | −203−0.6% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 31,034 | $437.4 萬 | 0.3% | −35−0.1% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 41,562 | $418.5 萬 | 0.3% | +12,497+43.0% | 加碼 | – |
| DEDeere & Co | Stock | 9,102 | $416.2 萬 | 0.3% | +30+0.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 47,566 | $397.3 萬 | 0.3% | −7,029−12.9% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 18,409 | $385.4 萬 | 0.3% | +10.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 44,085 | $345.4 萬 | 0.2% | +10,075+29.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 14,820 | $319.8 萬 | 0.2% | +10.0% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 134,803 | $311.7 萬 | 0.2% | −4,112−3.0% | 減碼 | – |
| ORCLOracle Corp | Stock | 10,822 | $304.4 萬 | 0.2% | −511−4.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 42,691 | $243.8 萬 | 0.2% | +1,103+2.7% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 24,768 | $238.9 萬 | 0.2% | −170,703−87.3% | 減碼 | – |
| KOCoca Cola Co | Stock | 34,819 | $230.9 萬 | 0.2% | +51+0.1% | 加碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 44,795 | $221.2 萬 | 0.2% | +24,501+120.7% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 9,490 | $219.7 萬 | 0.2% | +10+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,733 | $211.2 萬 | 0.1% | +56+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 81,242 | $194.5 萬 | 0.1% | +2,491+3.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,879 | $192.9 萬 | 0.1% | +42+0.7% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 59,696 | $188.8 萬 | 0.1% | −1,124−1.8% | 減碼 | – |
| WMWaste Management Inc | Stock | 8,476 | $187.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 46,504 | $182.6 萬 | 0.1% | +765+1.7% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 13,643 | $177.7 萬 | 0.1% | +1,939+16.6% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 24,966 | $162.9 萬 | 0.1% | −2,618−9.5% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 3,865 | $156.6 萬 | 0.1% | +8+0.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,865 | $153.5 萬 | 0.1% | +58+1.2% | 加碼 | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 17,216 | $149.4 萬 | 0.1% | +8,147+89.8% | 加碼 | – |
| BACBank of America Corp | Stock | 28,453 | $146.8 萬 | 0.1% | +129+0.5% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,007 | $140.2 萬 | 0.1% | +1,062+3.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,768 | $140.2 萬 | 0.1% | +312+5.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 30,590 | $134.4 萬 | 0.1% | +397+1.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,942 | $133.4 萬 | 0.1% | −225−1.7% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,643 | $129.6 萬 | 0.1% | +15,842+879.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,628 | $116.6 萬 | 0.1% | +1,087+10.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 3,742 | $112.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,807 | $112.3 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 2,317 | $110.5 萬 | 0.1% | −67−2.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,456 | $108.5 萬 | 0.1% | +17+0.4% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 20,762 | $106.0 萬 | 0.1% | +1,138+5.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 17,656 | $106.0 萬 | 0.1% | −379−2.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,608 | $104.0 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 8,355 | $102.3 萬 | 0.1% | +21+0.3% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 3,961 | $101.6 萬 | 0.1% | +43+1.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 3,274 | $99.5 萬 | 0.1% | −28−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,056 | $98.6 萬 | 0.1% | +295+16.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,048 | $97.0 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,925 | $97.0 萬 | 0.1% | +10.0% | 加碼 | – |
| TAT&T Inc. | Stock | 33,781 | $95.4 萬 | 0.1% | −3,650−9.8% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 8,397 | $94.5 萬 | 0.1% | −89−1.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,425 | $91.3 萬 | 0.1% | +328+3.0% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 9,060 | $91.1 萬 | 0.1% | −249−2.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 5,313 | $88.9 萬 | 0.1% | −264−4.7% | 減碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 4,598 | $88.8 萬 | 0.1% | +40+0.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,126 | $88.2 萬 | 0.1% | +19+0.6% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 9,004 | $87.9 萬 | 0.1% | +69+0.8% | 加碼 | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 29,571 | $87.8 萬 | 0.1% | +2,315+8.5% | 加碼 | – |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 42,704 | $87.5 萬 | 0.1% | +27,133+174.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 2,631 | $86.8 萬 | 0.1% | +170+6.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,101 | $86.3 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,295 | $79.2 萬 | 0.1% | −90−3.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,154 | $79.2 萬 | 0.1% | −7−0.1% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 26,442 | $78.4 萬 | 0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 6,302 | $78.0 萬 | 0.1% | −37−0.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,758 | $77.0 萬 | 0.1% | +273+11.0% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（54 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Global X FDS37954Y384 | CYBRSCURTY ETF | 2,028 | $7.52 萬 | <0.1% | – |
| AVNTAvient Corp | COM | 1,651 | $5.33 萬 | <0.1% | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 790 | $4.09 萬 | <0.1% | 歷史 |
| VERXVertex, Inc. | Stock | 946 | $3.34 萬 | <0.1% | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 189 | $2.98 萬 | <0.1% | – |
| ALKSAlkermes plc. | SHS | 1,000 | $2.86 萬 | <0.1% | 歷史 |
| EVRIEveri Holdings Inc. | COM | 2,000 | $2.85 萬 | <0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 237 | $2.83 萬 | <0.1% | 歷史 |
| Uscf ETF Tr90290T882 | MIDS ENE INC ETF | 475 | $2.42 萬 | <0.1% | – |
| RLRalph Lauren Corp | CL A | 86 | $2.36 萬 | <0.1% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 218 | $2.01 萬 | <0.1% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 157 | $2.00 萬 | <0.1% | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 400 | $1.99 萬 | <0.1% | 歷史 |
| CIFRCipher Digital Inc. | COM | 3,718 | $1.78 萬 | <0.1% | 歷史 |
| APAAPA Corp | Stock | 919 | $1.68 萬 | <0.1% | 歷史 |
| SYFSynchrony Financial | COM | 230 | $1.54 萬 | <0.1% | 歷史 |
| LLoews Corp | COM | 167 | $1.53 萬 | <0.1% | 歷史 |
| ONOn Semiconductor Corp | Stock | 285 | $1.49 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 32 | $1.42 萬 | <0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 73 | $1.31 萬 | <0.1% | 歷史 |
| SKXSkechers USA Inc | CL A | 200 | $1.26 萬 | <0.1% | 歷史 |
| EGEverest Group, Ltd. | COM | 37 | $1.26 萬 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 106 | $1.24 萬 | <0.1% | 歷史 |
| TXTTextron Inc | COM | 144 | $1.16 萬 | <0.1% | 歷史 |
| RFRegions Financial Corp | COM | 442 | $1.04 萬 | <0.1% | 歷史 |
| AONAon plc | CL A | 28 | $9,990 | <0.1% | 歷史 |
| BRKLBrookline Bancorp Inc | COM | 911 | $9,612 | <0.1% | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 1,246 | $8,361 | <0.1% | 歷史 |
| Golden Ocean Group LtdG39637205 | SHS NEW | 1,100 | $8,052 | <0.1% | – |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 500 | $8,045 | <0.1% | 歷史 |
| HESMHess Midstream LP | CL A SHS | 200 | $7,702 | <0.1% | 歷史 |
| ESGREnstar Group LTD | SHS | 20 | $6,728 | <0.1% | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 313 | $6,282 | <0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 36 | $4,477 | <0.1% | 歷史 |
| JNPRJuniper Networks Inc | COM | 107 | $4,280 | <0.1% | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 81 | $3,754 | <0.1% | – |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 340 | $3,513 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 301 | $3,456 | <0.1% | 歷史 |
| AAAlcoa Corp | Stock | 111 | $3,276 | <0.1% | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 53 | $2,100 | <0.1% | – |
| BILLBILL Holdings, Inc. | Stock | 43 | $1,990 | <0.1% | 歷史 |
| RABrookfield Real Assets Income Fund Inc. | SHS BEN INT | 134 | $1,792 | <0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 13 | $1,747 | <0.1% | 歷史 |
| TSSITSS, Inc. | COM | 54 | $1,557 | <0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 119 | $1,536 | <0.1% | – |
| UCTTUltra Clean Holdings, Inc. | COM | 57 | $1,287 | <0.1% | 歷史 |
| SLVMSylvamo Corp | COMMON STOCK | 22 | $1,103 | <0.1% | 歷史 |
| NLOPNet Lease Office Properties | COM | 18 | $586 | <0.1% | 歷史 |
| KLGWK Kellogg Co | COM | 26 | $415 | <0.1% | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 25 | $387 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 12 | $276 | <0.1% | 歷史 |
| MURAMural Oncology plc | ORD SHS | 100 | $247 | <0.1% | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 131 | $93 | <0.1% | 歷史 |
| AMPYAmplify Energy Corp. | COM | 8 | $26 | <0.1% | 歷史 |