Momentum Advisors, LLC
- SEC CIK
- 0001932998
- 最新申報
- 2023/2/15
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/22 申報。只含多頭部位。
- 持股檔數
- 62
- 2022 年第 1 季沒有申報
- 總值
- $8,896 萬
- 2022 年第 1 季沒有申報
Momentum Advisors, LLC 沒有申報 2022 年第 1 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 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 52,712 | $1,829 萬 | 20.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,279 | $1,142 萬 | 12.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 36,173 | $494.6 萬 | 5.6% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 28,384 | $407.2 萬 | 4.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 19,939 | $351.1 萬 | 3.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 60,209 | $314.8 萬 | 3.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 17,696 | $285.3 萬 | 3.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 18,793 | $247.8 萬 | 2.8% | – | – | – |
| GLDSPDR Gold Trust | ETF | 13,933 | $234.7 萬 | 2.6% | – | – | 歷史 |
| Tidal Trust III45259A209 | NAACP MINO ETF | 73,387 | $203.3 萬 | 2.3% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 9,304 | $169.8 萬 | 1.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,408 | $164.6 萬 | 1.9% | – | – | 歷史 |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 17,120 | $153.5 萬 | 1.7% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 21,327 | $152.8 萬 | 1.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 698 | $152.7 萬 | 1.7% | – | – | 歷史 |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 56,881 | $149.5 萬 | 1.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 13,904 | $147.7 萬 | 1.7% | – | – | 歷史 |
| iShares Inc464286350 | MSCI AGR PRO ETF | 37,389 | $146.5 萬 | 1.6% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,223 | $144.6 萬 | 1.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 605 | $131.8 萬 | 1.5% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 8,471 | $121.0 萬 | 1.4% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 10,328 | $111.5 萬 | 1.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 17,576 | $109.8 萬 | 1.2% | – | – | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 13,720 | $109.7 萬 | 1.2% | – | – | – |
| TSLATesla, Inc. | Stock | 1,583 | $106.6 萬 | 1.2% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 17,944 | $85.9 萬 | 1.0% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,549 | $73.1 萬 | 0.8% | – | – | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 40,109 | $72.0 萬 | 0.8% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,839 | $63.0 萬 | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 4,985 | $56.1 萬 | 0.6% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,582 | $54.4 萬 | 0.6% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 6,860 | $52.8 萬 | 0.6% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 2,966 | $51.9 萬 | 0.6% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,581 | $47.0 萬 | 0.5% | – | – | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 33,303 | $43.2 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,894 | $42.4 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,886 | $42.0 萬 | 0.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 8,086 | $41.0 萬 | 0.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,415 | $39.7 萬 | 0.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,250 | $36.8 萬 | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,294 | $33.5 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,845 | $32.8 萬 | 0.4% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 3,195 | $30.6 萬 | 0.3% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,268 | $28.7 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,914 | $27.5 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 996 | $27.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,487 | $26.0 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,723 | $25.8 萬 | 0.3% | – | – | – |
| iShares Tr46435U713 | US INFRASTRUC | 7,434 | $25.3 萬 | 0.3% | – | – | – |
| CMCSAComcast Corp | Stock | 6,353 | $24.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 4,632 | $24.3 萬 | 0.3% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,170 | $23.9 萬 | 0.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,541 | $23.2 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 610 | $23.1 萬 | 0.3% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 5,069 | $21.4 萬 | 0.2% | – | – | – |
| CFGCitizens Financial Group Inc | COM | 5,973 | $21.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,725 | $20.9 萬 | 0.2% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,612 | $20.7 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,400 | $20.3 萬 | 0.2% | – | – | – |
| HBANHuntington Bancshares Inc | COM | 13,463 | $16.2 萬 | 0.2% | – | – | 歷史 |
| VVRInvesco Senior Income Trust | COM | 36,676 | $14.3 萬 | 0.2% | – | – | 歷史 |
| SEACSeachange International Inc | COM | 13,195 | $8,000 | <0.1% | – | – | 歷史 |