AJ Advisors, LLC
- SEC CIK
- 0001951167
- 最新申報
- 2026/7/23
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/3 申報。只含多頭部位。
- 持股檔數
- 37
- 2022 年第 3 季沒有申報
- 總值
- $1.25 億
- 2022 年第 3 季沒有申報
AJ Advisors, LLC 沒有申報 2022 年第 3 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 | 74,431 | $2,615 萬 | 21.0% | – | – | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 245,171 | $1,413 萬 | 11.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 53,249 | $1,085 萬 | 8.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 107,105 | $1,039 萬 | 8.3% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 104,928 | $1,017 萬 | 8.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 53,631 | $984.3 萬 | 7.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 34,932 | $930.2 萬 | 7.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 64,679 | $907.9 萬 | 7.3% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 123,917 | $544.2 萬 | 4.4% | – | – | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 107,825 | $499.1 萬 | 4.0% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 56,586 | $330.9 萬 | 2.7% | – | – | – |
| AAPLApple Inc. | Stock | 11,014 | $143.1 萬 | 1.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 20,742 | $131.9 萬 | 1.1% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,764 | $66.3 萬 | 0.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,474 | $59.3 萬 | 0.5% | – | – | 歷史 |
| RTXRTX Corp | Stock | 4,965 | $50.1 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,753 | $48.3 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,171 | $44.8 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 15,079 | $44.3 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 9,773 | $44.0 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,322 | $40.8 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,041 | $32.9 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,711 | $32.7 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 2,716 | $32.6 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,734 | $30.2 萬 | 0.2% | – | – | 歷史 |
| Pgim ETF Tr69344A883 | FLOATING RT INC | 6,177 | $30.1 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 1,326 | $27.5 萬 | 0.2% | – | – | 歷史 |
| CSTRCapStar Financial Holdings, Inc. | COM | 15,557 | $27.5 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 3,261 | $27.3 萬 | 0.2% | – | – | 歷史 |
| DGDollar General Corp | COM | 1,069 | $26.3 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 496 | $26.3 萬 | 0.2% | – | – | 歷史 |
| EGPEastgroup Properties Inc | COM | 1,684 | $24.9 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,776 | $23.8 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,341 | $23.7 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 2,272 | $22.5 萬 | 0.2% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 302 | $21.4 萬 | 0.2% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 2,666 | $20.4 萬 | 0.2% | – | – | 歷史 |