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Cresta Advisors, Ltd.

SEC CIK
0001947670
最新申報
2026/7/22

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/3 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
167
較 2025 年第 3 季 +119
總值
$2.39 億
較 2025 年第 3 季 +$1,445 萬 (+6.4%)
申報日
2026/2/3
SEC
Cresta Advisors, Ltd. 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ACBAurora Cannabis IncCOM1$5<0.1%+1新進歷史
BROSDutch Bros Inc.CL A2$123<0.1%+2新進歷史
CIACitizens, Inc.CL A71$343<0.1%+71新進歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF6$482<0.1%+6新進–
BMNRBitmine Immersion Technologies, Inc.COM NEW25$679<0.1%+25新進歷史
iShares Core S&P 500 ETF464287200ETF1$685<0.1%+1新進–
FFord Motor CoStock77$1,011<0.1%+77新進歷史
Vanguard Real Estate ETF922908553ETF12$1,062<0.1%+12新進–
ADPAutomatic Data Processing IncStock5$1,287<0.1%+5新進歷史
ARK Innovation ETF00214Q104ETF17$1,308<0.1%+17新進–
SOLSSolstice Advanced Materials Inc.COM SHS27$1,312<0.1%+27新進歷史
WMTWalmart Inc.Stock12$1,337<0.1%+12新進歷史
ABTAbbott LaboratoriesStock13$1,629<0.1%+13新進歷史
NKENIKE, Inc.Stock29$1,848<0.1%+29新進歷史
USBUS Bancorp DECOM NEW40$2,135<0.1%+40新進歷史
BLKBlackRock, Inc.Stock2$2,141<0.1%+2新進歷史
iShares Global Clean Energy ETF464288224ETF132$2,169<0.1%+132新進–
CVXChevron CorpStock16$2,439<0.1%+16新進歷史
CMCSAComcast CorpStock90$2,691<0.1%+90新進歷史
BWABorgwarner IncCOM63$2,839<0.1%+63新進歷史
SBUXStarbucks CorpStock36$3,032<0.1%+36新進歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS98$3,059<0.1%+98新進歷史
ABBVAbbVie Inc.Stock14$3,199<0.1%+14新進歷史
MRKMerck & Co., Inc.Stock31$3,264<0.1%+31新進歷史
TMOThermo Fisher Scientific Inc.Stock6$3,477<0.1%+6新進歷史
ACNAccenture plcStock17$4,562<0.1%+17新進歷史
MCDMcDonalds CorpStock17$5,196<0.1%+17新進歷史
XOMExxonMobil Holdings CorpCOM44$5,295<0.1%+44新進歷史
Vanguard S&P 500 Growth ETF921932505ETF12$5,336<0.1%+12新進–
INTCIntel CorpStock180$6,642<0.1%+180新進歷史
WBDWarner Bros. Discovery, Inc.Stock247$7,119<0.1%+247新進歷史
AEPAmerican Electric Power Co IncStock66$7,611<0.1%+66新進歷史
First Trust Dow Jones Internet Index Fund33733E302ETF29$7,807<0.1%+29新進–
Vanguard Health Care ETF92204A504ETF28$8,060<0.1%+28新進–
ARESAres Management CorpCL A COM STK51$8,244<0.1%+51新進歷史
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF53$8,671<0.1%+53新進–
iShares Tr464288760US AER DEF ETF42$9,017<0.1%+42新進–
PSXPhillips 66Stock70$9,033<0.1%+70新進歷史
BFAMBright Horizons Family Solutions Inc.COM90$9,126<0.1%+90新進歷史
Invesco Nasdaq 100 ETF46138G649ETF37$9,359<0.1%+37新進–
VanEck ETF Trust92189F601URANI NUCLE ETF80$9,936<0.1%+80新進–
COSTCostco Wholesale CorpStock12$1.03 萬<0.1%+12新進歷史
EOGEOG Resources IncStock100$1.05 萬<0.1%+100新進歷史
SNOWSnowflake Inc.Stock50$1.10 萬<0.1%+50新進歷史
HPQHP IncStock506$1.13 萬<0.1%+506新進歷史
iShares Tr464288646ISHS 1-5YR INVS221$1.17 萬<0.1%+221新進–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS196$1.17 萬<0.1%+196新進–
HPEHewlett Packard Enterprise CoCOM506$1.22 萬<0.1%+506新進歷史
WFCWells Fargo & CompanyStock135$1.26 萬<0.1%+135新進歷史
Ea Series Trust02072Q846JLENS 500 JEWISH450$1.29 萬<0.1%+450新進–
COPConocoPhillipsStock140$1.31 萬<0.1%+140新進歷史
DISWalt Disney CoStock120$1.37 萬<0.1%+120新進歷史
NIMNuveen Select Maturities Municipal FundSH BEN INT1,522$1.42 萬<0.1%+1,522新進歷史
HLIHoulihan Lokey, Inc.CL A83$1.45 萬<0.1%+83新進歷史
MCOMoodys CorpStock31$1.58 萬<0.1%+31新進歷史
CDNSCadence Design Systems IncStock51$1.59 萬<0.1%+51新進歷史
SPDR Series Trust78464A763ST STR SP DIV116$1.61 萬<0.1%+116新進–
ICEIntercontinental Exchange, Inc.Stock103$1.67 萬<0.1%+103新進歷史
SPGIS&P Global Inc.Stock32$1.67 萬<0.1%+32新進歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF148$1.77 萬<0.1%+148新進–
RBCRBC Bearings INCCOM40$1.79 萬<0.1%+40新進歷史
MPWRMonolithic Power Systems, Inc.COM20$1.81 萬<0.1%+20新進歷史
ASGIabrdn Global Infrastructure Income FundCOM SHS BEN INT874$1.95 萬<0.1%+874新進歷史
PYPLPayPal Holdings, Inc.Stock350$2.04 萬<0.1%+350新進歷史
HONHoneywell International IncCOM110$2.15 萬<0.1%+110新進歷史
GPCGenuine Parts CoStock186$2.29 萬<0.1%+186新進歷史
SSBSouthState Bank CorpCOM255$2.40 萬<0.1%+255新進歷史
HDHome Depot, Inc.Stock70$2.41 萬<0.1%+70新進歷史
Invesco Actively Managed Exc46090A879VAR RATE INVT973$2.44 萬<0.1%+973新進–
VanEck ETF Trust92189F486IG FLOA RATE ETF960$2.45 萬<0.1%+960新進–
ITWIllinois Tool Works IncStock100$2.46 萬<0.1%+100新進歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF255$2.55 萬<0.1%+255新進–
TAT&T Inc.Stock1,027$2.55 萬<0.1%+1,027新進歷史
JNJJohnson & JohnsonStock124$2.57 萬<0.1%+124新進歷史
Invesco Actively Managed Exc46090A705S&P500 DOWNSID688$2.58 萬<0.1%+688新進–
VVisa Inc.Stock75$2.63 萬<0.1%+75新進歷史
YUMCYum China Holdings, Inc.COM596$2.85 萬<0.1%+596新進歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS496$2.91 萬<0.1%+496新進–
BSXBoston Scientific CorpStock343$3.27 萬<0.1%+343新進歷史
ORCLOracle CorpStock195$3.80 萬<0.1%+195新進歷史
WMWaste Management IncStock200$4.39 萬<0.1%+200新進歷史
GSGoldman Sachs Group IncStock50$4.39 萬<0.1%+50新進歷史
MAMastercard IncStock78$4.45 萬<0.1%+78新進歷史
IAUiShares Gold TrustETF564$4.58 萬<0.1%+564新進歷史
JPMJPMorgan Chase & CoStock150$4.83 萬<0.1%+150新進歷史
BRK.BBerkshire Hathaway IncStock98$4.93 萬<0.1%+98新進歷史
TXNTexas Instruments IncStock291$5.05 萬<0.1%+291新進歷史
IBITiShares Bitcoin Trust ETFETF1,020$5.06 萬<0.1%+1,020新進歷史
PTYPIMCO Corporate & Income Opportunity FundCOM4,000$5.16 萬<0.1%+4,000新進歷史
ProShares Tr74347X831ULTRAPRO QQQ1,078$5.68 萬<0.1%+1,078新進–
UNPUnion Pacific CorpStock249$5.76 萬<0.1%+249新進歷史
iShares Tr464287622RUS 1000 ETF166$6.20 萬<0.1%+166新進–
SUNSunoco LPCOM UT REP LP1,222$6.40 萬<0.1%+1,222新進歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,506$6.43 萬<0.1%+1,506新進–
AVGOBroadcom Inc.Stock190$6.58 萬<0.1%+190新進歷史
PGProcter & Gamble CoStock489$7.01 萬<0.1%+489新進歷史
OKEONEOK IncCOM975$7.17 萬<0.1%+975新進歷史
PLTRPalantir Technologies Inc.Stock406$7.22 萬<0.1%+406新進歷史
PRUPrudential Financial IncStock668$7.54 萬<0.1%+668新進歷史
iShares Russell 2000 ETF464287655ETF346$8.52 萬<0.1%+346新進–