KPP Advisory Services LLC
- SEC CIK
- 0001989349
- 最新申報
- 2026/7/24
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/14 申報。只含多頭部位。
- 持股檔數
- 216
- 2023 年第 2 季沒有申報
- 總值
- $3.03 億
- 2023 年第 2 季沒有申報
KPP Advisory Services LLC 沒有申報 2023 年第 2 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 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 50,415 | $1,806 萬 | 6.0% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 210,045 | $1,547 萬 | 5.1% | – | – | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 292,447 | $1,384 萬 | 4.6% | – | – | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 292,083 | $1,218 萬 | 4.0% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 224,241 | $1,111 萬 | 3.7% | – | – | – |
| AAPLApple Inc. | Stock | 62,060 | $1,063 萬 | 3.5% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 118,279 | $1,047 萬 | 3.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 27,657 | $873.3 萬 | 2.9% | – | – | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 77,447 | $770.1 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 56,078 | $734.4 萬 | 2.4% | – | – | – |
| TSLATesla, Inc. | Stock | 26,529 | $664.0 萬 | 2.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 175,815 | $657.4 萬 | 2.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 28,561 | $606.7 萬 | 2.0% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 126,209 | $587.5 萬 | 1.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 35,255 | $448.2 萬 | 1.5% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 53,704 | $367.4 萬 | 1.2% | – | – | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 81,862 | $351.7 萬 | 1.2% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 23,402 | $345.0 萬 | 1.1% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 51,072 | $324.3 萬 | 1.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 74,381 | $312.8 萬 | 1.0% | – | – | 歷史 |
| FFord Motor Co | Stock | 251,101 | $311.9 萬 | 1.0% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 40,371 | $306.2 萬 | 1.0% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 59,507 | $297.8 萬 | 1.0% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 40,315 | $291.5 萬 | 1.0% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,542 | $287.8 萬 | 1.0% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 29,698 | $280.1 萬 | 0.9% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 46,586 | $244.5 萬 | 0.8% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 16,808 | $238.2 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 28,541 | $231.5 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,643 | $228.0 萬 | 0.8% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,746 | $225.6 萬 | 0.7% | – | – | – |
| TAT&T Inc. | Stock | 148,307 | $222.8 萬 | 0.7% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 54,217 | $213.0 萬 | 0.7% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 28,374 | $200.8 萬 | 0.7% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 27,519 | $200.1 萬 | 0.7% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 16,900 | $198.7 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 9,842 | $191.7 萬 | 0.6% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 9,361 | $187.8 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 28,763 | $185.4 萬 | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 11,738 | $182.8 萬 | 0.6% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,358 | $180.3 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,157 | $176.3 萬 | 0.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,792 | $175.0 萬 | 0.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,398 | $171.3 萬 | 0.6% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,953 | $170.6 萬 | 0.6% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 39,212 | $169.7 萬 | 0.6% | – | – | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 28,793 | $160.8 萬 | 0.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 23,950 | $154.1 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 30,008 | $153.8 萬 | 0.5% | – | – | – |
| USBUS Bancorp DE | COM NEW | 46,206 | $152.8 萬 | 0.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V217 | S&P MDCP400 PR | 38,075 | $149.2 萬 | 0.5% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 18,823 | $146.7 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 9,439 | $137.7 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,189 | $133.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,201 | $129.1 萬 | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 6,967 | $118.0 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 14,124 | $114.5 萬 | 0.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,517 | $111.9 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,451 | $107.6 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,496 | $105.0 萬 | 0.3% | – | – | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 38,446 | $101.8 萬 | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 28,385 | $100.9 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,827 | $100.8 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,410 | $99.0 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 29,525 | $98.7 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,187 | $95.1 萬 | 0.3% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,792 | $94.9 萬 | 0.3% | – | – | – |
| BF.BBrown Forman Corp | Stock | 15,549 | $89.7 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,750 | $88.6 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,710 | $85.3 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,884 | $85.1 萬 | 0.3% | – | – | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 33,629 | $84.4 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 5,545 | $82.6 萬 | 0.3% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 7,460 | $79.9 萬 | 0.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 2,566 | $78.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,029 | $78.1 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 23,353 | $77.5 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 27,292 | $74.7 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,618 | $74.1 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 12,247 | $72.6 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 4,397 | $70.3 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,269 | $68.4 萬 | 0.2% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,870 | $67.5 萬 | 0.2% | – | – | – |
| CLColgate Palmolive Co | Stock | 9,202 | $65.4 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,419 | $65.0 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,085 | $65.0 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 6,663 | $64.5 萬 | 0.2% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 9,200 | $64.2 萬 | 0.2% | – | – | 歷史 |
| LINLinde PLC | Stock | 1,722 | $64.1 萬 | 0.2% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,642 | $64.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 8,651 | $63.4 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 3,750 | $63.2 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 9,615 | $62.2 萬 | 0.2% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 3,544 | $61.6 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,428 | $61.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 16,564 | $60.6 萬 | 0.2% | – | – | – |
| BABoeing Co | Stock | 3,038 | $58.2 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,028 | $58.2 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347B391 | EQTS FOR RISIN | 11,479 | $58.1 萬 | 0.2% | – | – | – |
| WMWaste Management Inc | Stock | 3,599 | $54.9 萬 | 0.2% | – | – | 歷史 |