Sebold Capital Management, Inc.
- SEC CIK
- 0001972836
- 最新申報
- 2025/8/5
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/18 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 68
- 較 2023 年第 3 季 +1
- 總值
- $1.35 億
- 較 2023 年第 3 季 +$1,295 萬 (+10.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 164,437 | $2,595 萬 | 19.2% | +1,859+1.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 39,880 | $927.8 萬 | 6.9% | +3,776+10.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 53,516 | $911.9 萬 | 6.7% | +24,514+84.5% | 加碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 238,913 | $648.4 萬 | 4.8% | +41,526+21.0% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 60,339 | $598.5 萬 | 4.4% | −16,535−21.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 119,425 | $572.0 萬 | 4.2% | −1,078−0.9% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 11,375 | $550.6 萬 | 4.1% | −2,095−15.6% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,106 | $474.1 萬 | 3.5% | −9,352−35.3% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 75,076 | $447.9 萬 | 3.3% | +2,125+2.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 37,812 | $409.3 萬 | 3.0% | −11,545−23.4% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 60,848 | $376.9 萬 | 2.8% | +20,067+49.2% | 加碼 | – |
| Davis Fundamental ETF Tr23908L207 | SELECT US EQTY | 103,554 | $365.1 萬 | 2.7% | +22,594+27.9% | 加碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 65,838 | $364.4 萬 | 2.7% | +36,493+124.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 43,072 | $316.8 萬 | 2.3% | +14,438+50.4% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 93,592 | $283.3 萬 | 2.1% | −22,102−19.1% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 38,782 | $218.7 萬 | 1.6% | −5,357−12.1% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 43,149 | $213.0 萬 | 1.6% | −286−0.7% | 減碼 | – |
| Davis Fundamental ETF Tr23908L405 | SELCT INTL ETF | 113,744 | $210.8 萬 | 1.6% | +26,305+30.1% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 39,750 | $190.0 萬 | 1.4% | −9,269−18.9% | 減碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 62,059 | $178.6 萬 | 1.3% | +23,212+59.8% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 52,643 | $177.6 萬 | 1.3% | +23,874+83.0% | 加碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 33,750 | $174.4 萬 | 1.3% | −20,768−38.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,039 | $145.2 萬 | 1.1% | −554−15.4% | 減碼 | – |
| First Tr Exchange-Traded FD33734X853 | INTL EQUITY OPP | 30,706 | $129.7 萬 | 1.0% | −6,296−17.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,242 | $106.6 萬 | 0.8% | −958−29.9% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 42,210 | $104.6 萬 | 0.8% | −1,574−3.6% | 減碼 | – |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 47,135 | $104.3 萬 | 0.8% | −29,666−38.6% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,976 | $100.3 萬 | 0.7% | +595+43.1% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 17,896 | $92.4 萬 | 0.7% | −619−3.3% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 6,998 | $91.8 萬 | 0.7% | −824−10.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 14,880 | $83.2 萬 | 0.6% | +14,880 | 新進 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 27,957 | $70.7 萬 | 0.5% | −29,960−51.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 4,916 | $69.3 萬 | 0.5% | −2,110−30.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,045 | $61.5 萬 | 0.5% | −1,566−27.9% | 減碼 | 歷史 |
| SHOEShoe Station Group Inc | COM | 18,920 | $57.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,063 | $56.7 萬 | 0.4% | −9,866−55.0% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 11,524 | $56.7 萬 | 0.4% | −1,000−8.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 6,149 | $55.4 萬 | 0.4% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 10,408 | $52.3 萬 | 0.4% | −1,016−8.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,343 | $47.5 萬 | 0.4% | −40−2.9% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,249 | $47.4 萬 | 0.4% | −2,147−33.6% | 減碼 | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 17,521 | $40.6 萬 | 0.3% | +1,076+6.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V340 | S&P500 EQL FIN | 6,771 | $39.7 萬 | 0.3% | −4,774−41.4% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,351 | $38.9 萬 | 0.3% | −407−3.8% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 8,919 | $38.6 萬 | 0.3% | −66−0.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 8,996 | $37.9 萬 | 0.3% | +1,266+16.4% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 11,621 | $37.4 萬 | 0.3% | −2,453−17.4% | 減碼 | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 1,406 | $36.9 萬 | 0.3% | 00.0% | 不變 | – |
| CICigna Group | Stock | 1,169 | $35.0 萬 | 0.3% | −104−8.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 11,590 | $32.1 萬 | 0.2% | −6,644−36.4% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,137 | $31.1 萬 | 0.2% | −130−10.3% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 1,835 | $29.7 萬 | 0.2% | −218−10.6% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,024 | $28.9 萬 | 0.2% | −2,998−29.9% | 減碼 | – |
| WMSAdvanced Drainage Systems, Inc. | COM | 2,000 | $28.1 萬 | 0.2% | −500−20.0% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,457 | $28.0 萬 | 0.2% | −937−39.1% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,454 | $28.0 萬 | 0.2% | −83−3.3% | 減碼 | – |
| MKLMarkel Group Inc. | COM | 197 | $28.0 萬 | 0.2% | −8−3.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 6,595 | $27.4 萬 | 0.2% | −5,693−46.3% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,008 | $27.4 萬 | 0.2% | −89−4.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,485 | $25.3 萬 | 0.2% | −281−15.9% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 1,187 | $25.0 萬 | 0.2% | −113−8.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,308 | $23.5 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,308 | $23.4 萬 | 0.2% | +1,308 | 新進 | – |
| VTRSViatris Inc | Stock | 21,075 | $22.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,429 | $22.8 萬 | 0.2% | −93−2.6% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,472 | $22.0 萬 | 0.2% | −186−5.1% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 4,641 | $21.9 萬 | 0.2% | −234−4.8% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 6,028 | $21.6 萬 | 0.2% | +6,028 | 新進 | – |
2023 年第 3 季之後清倉（2 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。