ABLE Financial Group, LLC
- SEC CIK
- 0001977500
- 最新申報
- 2026/7/22
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位。
- 持股檔數
- 129
- 2022 年第 4 季沒有申報
- 總值
- $1.53 億
- 2022 年第 4 季沒有申報
ABLE Financial Group, 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 |
|---|---|---|---|---|---|---|---|
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 260,577 | $1,169 萬 | 7.6% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 139,717 | $1,019 萬 | 6.6% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 96,442 | $689.8 萬 | 4.5% | – | – | – |
| AAPLApple Inc. | Stock | 39,742 | $655.3 萬 | 4.3% | – | – | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 324,974 | $585.3 萬 | 3.8% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 80,731 | $533.5 萬 | 3.5% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 74,669 | $522.1 萬 | 3.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 49,388 | $492.1 萬 | 3.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 44,287 | $428.3 萬 | 2.8% | – | – | – |
| GLDSPDR Gold Trust | ETF | 22,936 | $420.2 萬 | 2.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,344 | $413.5 萬 | 2.7% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 76,179 | $385.9 萬 | 2.5% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 59,546 | $300.9 萬 | 2.0% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 52,309 | $280.4 萬 | 1.8% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 52,791 | $257.6 萬 | 1.7% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 22,094 | $235.0 萬 | 1.5% | – | – | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 91,105 | $214.0 萬 | 1.4% | – | – | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 70,277 | $205.3 萬 | 1.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 19,846 | $205.0 萬 | 1.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 10,877 | $202.3 萬 | 1.3% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 22,183 | $184.2 萬 | 1.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,322 | $176.9 萬 | 1.2% | – | – | 歷史 |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 33,804 | $168.3 萬 | 1.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,664 | $150.6 萬 | 1.0% | – | – | – |
| ABTAbbott Laboratories | Stock | 14,111 | $142.9 萬 | 0.9% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 37,552 | $142.4 萬 | 0.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,782 | $138.2 萬 | 0.9% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 17,076 | $137.7 萬 | 0.9% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,177 | $133.4 萬 | 0.9% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 32,945 | $128.1 萬 | 0.8% | – | – | 歷史 |
| CVXChevron Corp | Stock | 7,629 | $124.5 萬 | 0.8% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 6,122 | $111.6 萬 | 0.7% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 1,645 | $110.1 萬 | 0.7% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,518 | $103.8 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 32,315 | $103.8 萬 | 0.7% | – | – | – |
| TROWPrice T Rowe Group Inc | Stock | 8,903 | $100.5 萬 | 0.7% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 9,613 | $100.1 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 11,211 | $96.7 萬 | 0.6% | – | – | – |
| NKENIKE, Inc. | Stock | 7,763 | $95.2 萬 | 0.6% | – | – | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 42,203 | $92.3 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,102 | $86.7 萬 | 0.6% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 10,452 | $80.6 萬 | 0.5% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,945 | $79.4 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,600 | $75.6 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,911 | $74.8 萬 | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 4,741 | $73.5 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,293 | $69.5 萬 | 0.5% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 13,718 | $66.9 萬 | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,526 | $63.2 萬 | 0.4% | – | – | – |
| MMM3M Co | Stock | 5,796 | $60.9 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,844 | $60.6 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,608 | $60.0 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 14,810 | $59.5 萬 | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,089 | $58.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,802 | $57.7 萬 | 0.4% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 6,978 | $56.7 萬 | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 3,814 | $56.2 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 13,305 | $55.5 萬 | 0.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,092 | $55.2 萬 | 0.4% | – | – | – |
| FDXFedEx Corp | Stock | 2,407 | $55.0 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 8,027 | $53.3 萬 | 0.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 2,599 | $52.0 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,267 | $51.1 萬 | 0.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,777 | $50.7 萬 | 0.3% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,561 | $50.0 萬 | 0.3% | – | – | – |
| PSXPhillips 66 | Stock | 4,903 | $49.7 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 4,550 | $48.9 萬 | 0.3% | – | – | – |
| AMTAmerican Tower Corp | REIT | 2,391 | $48.9 萬 | 0.3% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,636 | $47.0 萬 | 0.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 732 | $47.0 萬 | 0.3% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $46.6 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 4,921 | $45.8 萬 | 0.3% | – | – | – |
| KOCoca Cola Co | Stock | 7,308 | $45.3 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,484 | $44.3 萬 | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,817 | $43.4 萬 | 0.3% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 8,210 | $41.6 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,740 | $40.7 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 13,975 | $40.0 萬 | 0.3% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 2,988 | $39.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,977 | $39.4 萬 | 0.3% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,290 | $38.8 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,250 | $38.6 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,815 | $37.4 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,758 | $37.3 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 10,462 | $37.2 萬 | 0.2% | – | – | – |
| MKCMcCormick & Co Inc | Stock | 4,466 | $37.2 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,267 | $36.1 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 6,677 | $36.1 萬 | 0.2% | – | – | – |
| BF.BBrown Forman Corp | Stock | 5,611 | $36.1 萬 | 0.2% | – | – | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 2,318 | $34.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,476 | $34.2 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 7,484 | $33.7 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 1,620 | $33.6 萬 | 0.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 760 | $31.4 萬 | 0.2% | – | – | 歷史 |
| AFLAflac Inc | Stock | 4,863 | $31.4 萬 | 0.2% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,074 | $30.4 萬 | 0.2% | – | – | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 1,379 | $30.0 萬 | 0.2% | – | – | 歷史 |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 8,621 | $30.0 萬 | 0.2% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 1,340 | $29.8 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,848 | $29.6 萬 | 0.2% | – | – | 歷史 |