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 |
|---|---|---|---|---|---|---|---|
| IBMInternational Business Machines Corp | Stock | 10,177 | $133.4 萬 | 0.9% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 17,076 | $137.7 萬 | 0.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,782 | $138.2 萬 | 0.9% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 37,552 | $142.4 萬 | 0.9% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 14,111 | $142.9 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,664 | $150.6 萬 | 1.0% | – | – | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 33,804 | $168.3 萬 | 1.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,322 | $176.9 萬 | 1.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 22,183 | $184.2 萬 | 1.2% | – | – | – |
| TXNTexas Instruments Inc | Stock | 10,877 | $202.3 萬 | 1.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,846 | $205.0 萬 | 1.3% | – | – | 歷史 |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 70,277 | $205.3 萬 | 1.3% | – | – | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 91,105 | $214.0 萬 | 1.4% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 22,094 | $235.0 萬 | 1.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 52,791 | $257.6 萬 | 1.7% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 52,309 | $280.4 萬 | 1.8% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 59,546 | $300.9 萬 | 2.0% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 76,179 | $385.9 萬 | 2.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 14,344 | $413.5 萬 | 2.7% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 22,936 | $420.2 萬 | 2.7% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 44,287 | $428.3 萬 | 2.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 49,388 | $492.1 萬 | 3.2% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 74,669 | $522.1 萬 | 3.4% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 80,731 | $533.5 萬 | 3.5% | – | – | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 324,974 | $585.3 萬 | 3.8% | – | – | – |
| AAPLApple Inc. | Stock | 39,742 | $655.3 萬 | 4.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 96,442 | $689.8 萬 | 4.5% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 139,717 | $1,019 萬 | 6.6% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 260,577 | $1,169 萬 | 7.6% | – | – | – |