Instrumental Wealth, LLC
- SEC CIK
- 0001976010
- 最新申報
- 2026/7/16
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/4 申報。只含多頭部位。
- 持股檔數
- 27
- 2022 年第 4 季沒有申報
- 總值
- $7,576 萬
- 2022 年第 4 季沒有申報
Instrumental Wealth, LLC 沒有申報 2022 年第 4 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 |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 161,953 | $1,033 萬 | 13.6% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 408,854 | $1,030 萬 | 13.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 36,652 | $895.6 萬 | 11.8% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 54,666 | $825.4 萬 | 10.9% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 179,162 | $809.1 萬 | 10.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 15,616 | $639.8 萬 | 8.4% | – | – | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 173,727 | $508.5 萬 | 6.7% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 39,988 | $323.7 萬 | 4.3% | – | – | – |
| Invesco Exchange Traded FD T46137V720 | LEISU ENTMT ETF | 64,544 | $263.7 萬 | 3.5% | – | – | – |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 57,564 | $251.0 萬 | 3.3% | – | – | – |
| IAUiShares Gold Trust | ETF | 62,578 | $241.4 萬 | 3.2% | – | – | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 58,275 | $210.3 萬 | 2.8% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,404 | $98.5 萬 | 1.3% | – | – | – |
| AAPLApple Inc. | Stock | 4,343 | $72.7 萬 | 1.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,662 | $50.6 萬 | 0.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,554 | $38.4 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,173 | $37.5 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,521 | $36.5 萬 | 0.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,108 | $33.1 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 13,137 | $29.8 萬 | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 4,370 | $27.8 萬 | 0.4% | – | – | 歷史 |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 20,810 | $27.2 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,542 | $27.0 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,796 | $23.0 萬 | 0.3% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,264 | $21.4 萬 | 0.3% | – | – | – |
| RIOTRiot Platforms, Inc. | COM | 10,672 | $11.5 萬 | 0.2% | – | – | 歷史 |
| HRTGHeritage Insurance Holdings, Inc. | COM | 27,791 | $9.45 萬 | 0.1% | – | – | 歷史 |