Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- 最新申報
- 2026/7/16
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/9/20 申報。只含多頭部位。
- 持股檔數
- 60
- 2021 年第 4 季沒有申報
- 總值
- $1.25 億
- 2021 年第 4 季沒有申報
Second Half Financial Partners, LLC 沒有申報 2021 年第 4 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 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 95,980 | $492.3 萬 | 3.9% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 12,038 | $447.9 萬 | 3.6% | – | – | 歷史 |
| UGIUgi Corp | Stock | 104,327 | $427.8 萬 | 3.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,763 | $426.6 萬 | 3.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 39,319 | $425.5 萬 | 3.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 22,355 | $422.5 萬 | 3.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 22,152 | $421.3 萬 | 3.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 25,533 | $419.6 萬 | 3.3% | – | – | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 98,899 | $416.7 萬 | 3.3% | – | – | – |
| LMTLockheed Martin Corp | Stock | 11,091 | $409.8 萬 | 3.3% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 21,412 | $403.6 萬 | 3.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 29,795 | $395.1 萬 | 3.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 15,711 | $390.9 萬 | 3.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 128,543 | $389.1 萬 | 3.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 61,013 | $385.2 萬 | 3.1% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 40,929 | $383.1 萬 | 3.1% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 18,793 | $380.9 萬 | 3.0% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 48,162 | $371.3 萬 | 3.0% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 62,530 | $363.6 萬 | 2.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 29,577 | $361.3 萬 | 2.9% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,250 | $359.0 萬 | 2.9% | – | – | – |
| DUKDuke Energy CORP | Stock | 36,944 | $356.6 萬 | 2.8% | – | – | 歷史 |
| NDAQNasdaq, Inc. | COM | 24,171 | $356.4 萬 | 2.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,484 | $317.9 萬 | 2.5% | – | – | 歷史 |
| FAFFirst American Financial Corp | Stock | 55,658 | $315.3 萬 | 2.5% | – | – | 歷史 |
| SCCOSouthern Copper Corp | Stock | 44,248 | $300.3 萬 | 2.4% | – | – | 歷史 |
| DPGDuff & Phelps Utility & Infrastructure Fund Inc. | COM | 205,025 | $272.3 萬 | 2.2% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 29,428 | $214.6 萬 | 1.7% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 6,235 | $205.9 萬 | 1.6% | – | – | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 59,248 | $189.3 萬 | 1.5% | – | – | 歷史 |
| WRKWestRock Co | COM | 34,593 | $180.1 萬 | 1.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,186 | $95.7 萬 | 0.8% | – | – | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 15,376 | $86.7 萬 | 0.7% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,687 | $80.6 萬 | 0.6% | – | – | – |
| NFLXNetflix Inc | Stock | 1,541 | $80.4 萬 | 0.6% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,682 | $80.1 萬 | 0.6% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,872 | $78.2 萬 | 0.6% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,325 | $73.5 萬 | 0.6% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 7,179 | $72.3 萬 | 0.6% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,872 | $70.0 萬 | 0.6% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,284 | $65.9 萬 | 0.5% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,100 | $65.4 萬 | 0.5% | – | – | – |
| NEENextera Energy Inc | Stock | 6,038 | $45.7 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 5,321 | $45.3 萬 | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,926 | $44.5 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 123 | $38.1 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,798 | $38.0 萬 | 0.3% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,008 | $34.3 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,228 | $33.8 萬 | 0.3% | – | – | – |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $32.8 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,000 | $30.5 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,071 | $28.1 萬 | 0.2% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 4,638 | $27.0 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E867 | DORSEY WRGT EMRG | 10,442 | $25.1 萬 | 0.2% | – | – | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,800 | $24.0 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 5,640 | $21.8 萬 | 0.2% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,447 | $20.5 萬 | 0.2% | – | – | 歷史 |
| Theratechnologies Inc88338H100 | COM | 10,304 | $4.00 萬 | <0.1% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,965 | – | – | – | – | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 6,480 | – | – | – | – | – |