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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ACBAurora Cannabis Inc | COM | 1 | $5 | <0.1% | +1 | 新進 | 歷史 |
| BROSDutch Bros Inc. | CL A | 2 | $123 | <0.1% | +2 | 新進 | 歷史 |
| CIACitizens, Inc. | CL A | 71 | $343 | <0.1% | +71 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6 | $482 | <0.1% | +6 | 新進 | – |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 25 | $679 | <0.1% | +25 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1 | $685 | <0.1% | +1 | 新進 | – |
| FFord Motor Co | Stock | 77 | $1,011 | <0.1% | +77 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 12 | $1,062 | <0.1% | +12 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 5 | $1,287 | <0.1% | +5 | 新進 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 17 | $1,308 | <0.1% | +17 | 新進 | – |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 27 | $1,312 | <0.1% | +27 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 12 | $1,337 | <0.1% | +12 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 13 | $1,629 | <0.1% | +13 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 29 | $1,848 | <0.1% | +29 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 40 | $2,135 | <0.1% | +40 | 新進 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2 | $2,141 | <0.1% | +2 | 新進 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 132 | $2,169 | <0.1% | +132 | 新進 | – |
| CVXChevron Corp | Stock | 16 | $2,439 | <0.1% | +16 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 90 | $2,691 | <0.1% | +90 | 新進 | 歷史 |
| BWABorgwarner Inc | COM | 63 | $2,839 | <0.1% | +63 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 36 | $3,032 | <0.1% | +36 | 新進 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 98 | $3,059 | <0.1% | +98 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14 | $3,199 | <0.1% | +14 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 31 | $3,264 | <0.1% | +31 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6 | $3,477 | <0.1% | +6 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 17 | $4,562 | <0.1% | +17 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 17 | $5,196 | <0.1% | +17 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 44 | $5,295 | <0.1% | +44 | 新進 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 12 | $5,336 | <0.1% | +12 | 新進 | – |
| INTCIntel Corp | Stock | 180 | $6,642 | <0.1% | +180 | 新進 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 247 | $7,119 | <0.1% | +247 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 66 | $7,611 | <0.1% | +66 | 新進 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 29 | $7,807 | <0.1% | +29 | 新進 | – |
| Vanguard Health Care ETF92204A504 | ETF | 28 | $8,060 | <0.1% | +28 | 新進 | – |
| ARESAres Management Corp | CL A COM STK | 51 | $8,244 | <0.1% | +51 | 新進 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 53 | $8,671 | <0.1% | +53 | 新進 | – |
| iShares Tr464288760 | US AER DEF ETF | 42 | $9,017 | <0.1% | +42 | 新進 | – |
| PSXPhillips 66 | Stock | 70 | $9,033 | <0.1% | +70 | 新進 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 90 | $9,126 | <0.1% | +90 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 37 | $9,359 | <0.1% | +37 | 新進 | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 80 | $9,936 | <0.1% | +80 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 12 | $1.03 萬 | <0.1% | +12 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 100 | $1.05 萬 | <0.1% | +100 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 50 | $1.10 萬 | <0.1% | +50 | 新進 | 歷史 |
| HPQHP Inc | Stock | 506 | $1.13 萬 | <0.1% | +506 | 新進 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 221 | $1.17 萬 | <0.1% | +221 | 新進 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 196 | $1.17 萬 | <0.1% | +196 | 新進 | – |
| HPEHewlett Packard Enterprise Co | COM | 506 | $1.22 萬 | <0.1% | +506 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 135 | $1.26 萬 | <0.1% | +135 | 新進 | 歷史 |
| Ea Series Trust02072Q846 | JLENS 500 JEWISH | 450 | $1.29 萬 | <0.1% | +450 | 新進 | – |
| COPConocoPhillips | Stock | 140 | $1.31 萬 | <0.1% | +140 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 120 | $1.37 萬 | <0.1% | +120 | 新進 | 歷史 |
| NIMNuveen Select Maturities Municipal Fund | SH BEN INT | 1,522 | $1.42 萬 | <0.1% | +1,522 | 新進 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 83 | $1.45 萬 | <0.1% | +83 | 新進 | 歷史 |
| MCOMoodys Corp | Stock | 31 | $1.58 萬 | <0.1% | +31 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 51 | $1.59 萬 | <0.1% | +51 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 116 | $1.61 萬 | <0.1% | +116 | 新進 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 103 | $1.67 萬 | <0.1% | +103 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 32 | $1.67 萬 | <0.1% | +32 | 新進 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 148 | $1.77 萬 | <0.1% | +148 | 新進 | – |
| RBCRBC Bearings INC | COM | 40 | $1.79 萬 | <0.1% | +40 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 20 | $1.81 萬 | <0.1% | +20 | 新進 | 歷史 |
| ASGIabrdn Global Infrastructure Income Fund | COM SHS BEN INT | 874 | $1.95 萬 | <0.1% | +874 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 350 | $2.04 萬 | <0.1% | +350 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 110 | $2.15 萬 | <0.1% | +110 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 186 | $2.29 萬 | <0.1% | +186 | 新進 | 歷史 |
| SSBSouthState Bank Corp | COM | 255 | $2.40 萬 | <0.1% | +255 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 70 | $2.41 萬 | <0.1% | +70 | 新進 | 歷史 |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 973 | $2.44 萬 | <0.1% | +973 | 新進 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 960 | $2.45 萬 | <0.1% | +960 | 新進 | – |
| ITWIllinois Tool Works Inc | Stock | 100 | $2.46 萬 | <0.1% | +100 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 255 | $2.55 萬 | <0.1% | +255 | 新進 | – |
| TAT&T Inc. | Stock | 1,027 | $2.55 萬 | <0.1% | +1,027 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 124 | $2.57 萬 | <0.1% | +124 | 新進 | 歷史 |
| Invesco Actively Managed Exc46090A705 | S&P500 DOWNSID | 688 | $2.58 萬 | <0.1% | +688 | 新進 | – |
| VVisa Inc. | Stock | 75 | $2.63 萬 | <0.1% | +75 | 新進 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 596 | $2.85 萬 | <0.1% | +596 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 496 | $2.91 萬 | <0.1% | +496 | 新進 | – |
| BSXBoston Scientific Corp | Stock | 343 | $3.27 萬 | <0.1% | +343 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 195 | $3.80 萬 | <0.1% | +195 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 200 | $4.39 萬 | <0.1% | +200 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 50 | $4.39 萬 | <0.1% | +50 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 78 | $4.45 萬 | <0.1% | +78 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 564 | $4.58 萬 | <0.1% | +564 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 150 | $4.83 萬 | <0.1% | +150 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 98 | $4.93 萬 | <0.1% | +98 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 291 | $5.05 萬 | <0.1% | +291 | 新進 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 1,020 | $5.06 萬 | <0.1% | +1,020 | 新進 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 4,000 | $5.16 萬 | <0.1% | +4,000 | 新進 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 1,078 | $5.68 萬 | <0.1% | +1,078 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 249 | $5.76 萬 | <0.1% | +249 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 166 | $6.20 萬 | <0.1% | +166 | 新進 | – |
| SUNSunoco LP | COM UT REP LP | 1,222 | $6.40 萬 | <0.1% | +1,222 | 新進 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,506 | $6.43 萬 | <0.1% | +1,506 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 190 | $6.58 萬 | <0.1% | +190 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 489 | $7.01 萬 | <0.1% | +489 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 975 | $7.17 萬 | <0.1% | +975 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 406 | $7.22 萬 | <0.1% | +406 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 668 | $7.54 萬 | <0.1% | +668 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 346 | $8.52 萬 | <0.1% | +346 | 新進 | – |