HF Advisory Group, LLC
- SEC CIK
- 0001963169
- 最新申報
- 2026/7/8
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/19 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 134
- 較 2022 年第 4 季 +3
- 總值
- $1.13 億
- 較 2022 年第 4 季 +$1,375 萬 (+13.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IQVIQVIA Holdings Inc. | Stock | 5,479 | $109.0 萬 | 1.0% | −302−5.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R754 | ST STR R1K LOWV | 10,386 | $109.7 萬 | 1.0% | −246−2.3% | 減碼 | – |
| TSLATesla, Inc. | Stock | 5,329 | $110.6 萬 | 1.0% | −75−1.4% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,953 | $113.8 萬 | 1.0% | −24−0.8% | 減碼 | – |
| SHELShell plc | ADR | 19,880 | $114.4 萬 | 1.0% | +3,360+20.3% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,159 | $117.7 萬 | 1.0% | +1,146+28.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,459 | $118.8 萬 | 1.1% | +605+21.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,261 | $119.7 萬 | 1.1% | −589−7.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,822 | $122.7 萬 | 1.1% | −27−0.7% | 減碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 53,970 | $124.0 萬 | 1.1% | +8,039+17.5% | 加碼 | – |
| SOSouthern Co | Stock | 18,044 | $125.6 萬 | 1.1% | +3,716+25.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 39,059 | $127.6 萬 | 1.1% | +5,341+15.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,966 | $134.5 萬 | 1.2% | +2,003+50.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,713 | $134.9 萬 | 1.2% | −175−4.5% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 70,504 | $135.7 萬 | 1.2% | +9,111+14.8% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 15,117 | $136.7 萬 | 1.2% | +485+3.3% | 加碼 | – |
| ENBEnbridge Inc | Stock | 37,626 | $143.5 萬 | 1.3% | +157+0.4% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 41,009 | $145.5 萬 | 1.3% | +7,646+22.9% | 加碼 | – |
| WisdomTree Tr97717Y808 | YIELD ENHANCED | 33,699 | $159.0 萬 | 1.4% | +4,985+17.4% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 9,065 | $168.6 萬 | 1.5% | +1,265+16.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 41,786 | $170.5 萬 | 1.5% | +5,143+14.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,746 | $173.0 萬 | 1.5% | +1,141+7.3% | 加碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 13,845 | $198.2 萬 | 1.8% | +214+1.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 13,015 | $201.7 萬 | 1.8% | +2,531+24.1% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 122,612 | $210.3 萬 | 1.9% | +15,444+14.4% | 加碼 | – |
| WMWaste Management Inc | Stock | 13,857 | $226.1 萬 | 2.0% | +2,531+22.3% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 34,223 | $229.5 萬 | 2.0% | +2,936+9.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 51,457 | $247.8 萬 | 2.2% | +1,641+3.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 24,709 | $257.0 萬 | 2.3% | +913+3.8% | 加碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 111,683 | $282.2 萬 | 2.5% | +14,053+14.4% | 加碼 | – |
| Doubleline ETF Trust25861R204 | SHILLER CAPE U S | 128,729 | $291.8 萬 | 2.6% | +13,431+11.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 12,540 | $361.5 萬 | 3.2% | +704+5.9% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 81,023 | $405.0 萬 | 3.6% | +7,577+10.3% | 加碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 31,370 | $429.1 萬 | 3.8% | +2,325+8.0% | 加碼 | – |