Hyperion Partners, LLC
- SEC CIK
- 0001971715
- 最新申報
- 2024/10/9
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/11 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 65
- 較 2023 年第 1 季 0
- 總值
- $1.19 億
- 較 2023 年第 1 季 +$724.6 萬 (+6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A763 | ST STR SP DIV | 158,746 | $1,946 萬 | 16.4% | +4,916+3.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G664 | S&P SMALLCAP 600 | 95,774 | $1,086 萬 | 9.2% | +3,333+3.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 26,080 | $963.4 萬 | 8.1% | +1,019+4.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 136,956 | $768.0 萬 | 6.5% | +5,355+4.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 33,836 | $696.2 萬 | 5.9% | +1,263+3.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 105,711 | $664.0 萬 | 5.6% | +1,985+1.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 138,406 | $645.0 萬 | 5.4% | +5,257+3.9% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 84,020 | $632.1 萬 | 5.3% | +2,684+3.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,119 | $564.8 萬 | 4.8% | +520+1.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 27,587 | $456.6 萬 | 3.9% | −29−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 26,461 | $437.7 萬 | 3.7% | +785+3.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,689 | $340.0 萬 | 2.9% | −15−0.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,056 | $312.8 萬 | 2.6% | +149+2.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,511 | $166.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,017 | $138.1 萬 | 1.2% | +5+0.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,933 | $115.4 萬 | 1.0% | +10.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,073 | $104.6 萬 | 0.9% | −13−0.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,343 | $73.6 萬 | 0.6% | +13+0.4% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 12,642 | $65.4 萬 | 0.6% | +14+0.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 5,071 | $63.9 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,270 | $60.8 萬 | 0.5% | −256−16.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,532 | $59.1 萬 | 0.5% | +40+0.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,191 | $57.4 萬 | 0.5% | +300+15.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 14,926 | $55.5 萬 | 0.5% | −268−1.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,507 | $55.2 萬 | 0.5% | +5+0.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,137 | $54.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,495 | $54.3 萬 | 0.5% | +33+0.4% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 4,482 | $53.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 7,136 | $53.5 萬 | 0.5% | +11+0.2% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,850 | $52.8 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,219 | $51.6 萬 | 0.4% | +220+22.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,482 | $50.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 29,410 | $46.9 萬 | 0.4% | +35+0.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,494 | $44.6 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 811 | $43.7 萬 | 0.4% | −24−2.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 943 | $42.0 萬 | 0.4% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 987 | $38.8 萬 | 0.3% | −5−0.5% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 3,414 | $38.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 5,971 | $36.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 1,143 | $35.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,661 | $35.1 萬 | 0.3% | +53+3.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 847 | $34.5 萬 | 0.3% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 1,623 | $33.7 萬 | 0.3% | +26+1.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 3,027 | $33.4 萬 | 0.3% | +1,000+49.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 4,152 | $32.0 萬 | 0.3% | −128−3.0% | 減碼 | – |
| AMGNAmgen Inc | Stock | 1,416 | $31.4 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,314 | $27.6 萬 | 0.2% | −12−0.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 883 | $27.4 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,807 | $27.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,985 | $26.7 萬 | 0.2% | +29+1.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,996 | $26.7 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,406 | $25.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,116 | $25.0 萬 | 0.2% | −24−0.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 1,405 | $24.8 萬 | 0.2% | +2+0.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,049 | $24.8 萬 | 0.2% | −14−0.7% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 353 | $24.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B607 | INVT INT RT HG | 3,089 | $22.5 萬 | 0.2% | −95−3.0% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 980 | $22.1 萬 | 0.2% | +980 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 2,205 | $21.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,526 | $21.4 萬 | 0.2% | +2,526 | 新進 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 100 | $21.4 萬 | 0.2% | +100 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,755 | $21.0 萬 | 0.2% | +1,755 | 新進 | 歷史 |
| PPLPPL Corp | COM | 7,609 | $20.1 萬 | 0.2% | +30.0% | 加碼 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 13,007 | $17.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FRBKRepublic First Bancorp Inc | COM | 25,723 | $2.32 萬 | <0.1% | +2,500+10.8% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（4 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。