AJ Advisors, LLC
- SEC CIK
- 0001951167
- 最新申報
- 2026/7/23
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/31 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 34
- 較 2024 年第 2 季 +1
- 總值
- $1.95 億
- 較 2024 年第 2 季 +$1,419 萬 (+7.8%)
| 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 | 96,195 | $5,076 萬 | 26.0% | +3,228+3.5% | 加碼 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 304,733 | $2,273 萬 | 11.7% | +1,942+0.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 44,999 | $2,196 萬 | 11.3% | +2,055+4.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 61,267 | $1,616 萬 | 8.3% | +1,200+2.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 60,899 | $1,445 萬 | 7.4% | +706+1.2% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 117,709 | $1,193 萬 | 6.1% | −1,828−1.5% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 67,322 | $1,175 萬 | 6.0% | +1,565+2.4% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 151,628 | $897.8 萬 | 4.6% | +2,106+1.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 87,391 | $885.0 萬 | 4.5% | −833−0.9% | 減碼 | – |
| Pgim ETF Tr69344A800 | TOTA RETU BD ETF | 140,086 | $600.4 萬 | 3.1% | −993−0.7% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 21,829 | $503.3 萬 | 2.6% | +1,351+6.6% | 加碼 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 59,806 | $295.4 萬 | 1.5% | −3,368−5.3% | 減碼 | – |
| Principal Exchange Traded FD74255Y102 | ACTIVE HIGH YL | 95,508 | $186.5 萬 | 1.0% | −3,001−3.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,177 | $151.3 萬 | 0.8% | +26+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,653 | $114.2 萬 | 0.6% | +36+1.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,545 | $105.9 萬 | 0.5% | +67+1.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,562 | $89.6 萬 | 0.5% | +199+14.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,254 | $60.6 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,448 | $58.7 萬 | 0.3% | +15+1.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,470 | $57.5 萬 | 0.3% | +13+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,010 | $52.1 萬 | 0.3% | −150−4.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 7,617 | $51.4 萬 | 0.3% | −93−1.2% | 減碼 | – |
| HCAHCA Healthcare, Inc. | COM | 1,198 | $48.7 萬 | 0.2% | +162+15.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 14,618 | $44.3 萬 | 0.2% | −749−4.9% | 減碼 | – |
| VVisa Inc. | Stock | 1,570 | $43.2 萬 | 0.2% | +48+3.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 895 | $41.2 萬 | 0.2% | +19+2.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,834 | $40.5 萬 | 0.2% | +41+2.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 633 | $37.0 萬 | 0.2% | +37+6.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 375 | $35.6 萬 | 0.2% | +3+0.8% | 加碼 | 歷史 |
| Pgim ETF Tr69344A883 | FLOATING RT INC | 5,818 | $29.5 萬 | 0.2% | −262−4.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,271 | $27.6 萬 | 0.1% | −895−28.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 506 | $25.0 萬 | 0.1% | +12+2.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 477 | $24.7 萬 | 0.1% | +3+0.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 365 | $21.0 萬 | 0.1% | +365 | 新進 | – |