Armstrong, Fleming & Moore, Inc
- SEC CIK
- 0001990099
- 最新申報
- 2026/7/28
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/11 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 79
- 較 2024 年第 4 季 −16
- 總值
- $8,262 萬
- 較 2024 年第 4 季 −$8,243 萬 (−49.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 26,452 | $1,409 萬 | 17.1% | +20,837+371.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 29,092 | $504.0 萬 | 6.1% | +29,092 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 50,998 | $335.4 萬 | 4.1% | +50,998 | 新進 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 25,126 | $319.3 萬 | 3.9% | +25,126 | 新進 | – |
| COFCapital One Financial Corp | Stock | 17,549 | $314.6 萬 | 3.8% | +17,549 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 47,515 | $271.5 萬 | 3.3% | +36,599+335.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,827 | $270.0 萬 | 3.3% | +4,827 | 新進 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 25,473 | $260.3 萬 | 3.2% | +25,473 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 43,689 | $254.9 萬 | 3.1% | +43,689 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,843 | $245.3 萬 | 3.0% | +5,843 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 9,852 | $218.8 萬 | 2.6% | −79,964−89.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,570 | $210.9 萬 | 2.6% | +10,570 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,443 | $192.9 萬 | 2.3% | +18,443 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 14,144 | $191.9 萬 | 2.3% | +14,144 | 新進 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 20,565 | $165.9 萬 | 2.0% | +20,565 | 新進 | – |
| iShares Select Dividend ETF464287168 | ETF | 12,171 | $163.4 萬 | 2.0% | +12,171 | 新進 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 17,538 | $161.9 萬 | 2.0% | +17,538 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 5,069 | $124.3 萬 | 1.5% | −5,248−50.9% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 20,064 | $124.0 萬 | 1.5% | +20,064 | 新進 | – |
| AEPAmerican Electric Power Co Inc | Stock | 9,925 | $108.4 萬 | 1.3% | +9,925 | 新進 | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 10,235 | $103.8 萬 | 1.3% | +10,235 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 11,993 | $97.9 萬 | 1.2% | +11,993 | 新進 | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 4,633 | $94.5 萬 | 1.1% | +4,633 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,773 | $93.6 萬 | 1.1% | +3,773 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,611 | $92.3 萬 | 1.1% | +1,642+83.4% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $79.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,430 | $70.0 萬 | 0.8% | +5,430 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 3,618 | $68.8 萬 | 0.8% | −6,348−63.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,915 | $64.9 萬 | 0.8% | −8,366−68.1% | 減碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 8,849 | $63.2 萬 | 0.8% | +8,849 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 2,574 | $53.9 萬 | 0.7% | −161−5.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,418 | $51.2 萬 | 0.6% | +1,418 | 新進 | – |
| KOCoca Cola Co | Stock | 7,077 | $50.7 萬 | 0.6% | −1,385−16.4% | 減碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 4,992 | $48.1 萬 | 0.6% | +4,992 | 新進 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 2,722 | $47.9 萬 | 0.6% | −280−9.3% | 減碼 | 歷史 |
| Virtus ETF Tr II92790A504 | VIRTUS US QLTY | 12,856 | $47.0 萬 | 0.6% | +12,856 | 新進 | – |
| CCitigroup Inc | Stock | 6,623 | $47.0 萬 | 0.6% | +6,623 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 3,973 | $44.2 萬 | 0.5% | +3,973 | 新進 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,590 | $42.9 萬 | 0.5% | +4,590 | 新進 | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 3,762 | $41.3 萬 | 0.5% | +3,762 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,018 | $39.6 萬 | 0.5% | +5,018 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,495 | $38.7 萬 | 0.5% | +1,495 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,841 | $37.2 萬 | 0.5% | +2,841 | 新進 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 12,082 | $37.1 萬 | 0.4% | +12,082 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 977 | $36.7 萬 | 0.4% | −3,410−77.7% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,940 | $36.5 萬 | 0.4% | +1,940 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 2,932 | $34.9 萬 | 0.4% | −17,822−85.9% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 4,160 | $34.2 萬 | 0.4% | +4,160 | 新進 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 4,827 | $34.0 萬 | 0.4% | +4,827 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,135 | $33.9 萬 | 0.4% | +2,135 | 新進 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 1,940 | $33.1 萬 | 0.4% | +1,940 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 620 | $33.1 萬 | 0.4% | +620 | 新進 | 歷史 |
| SYFSynchrony Financial | COM | 6,212 | $32.9 萬 | 0.4% | +6,212 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,922 | $32.8 萬 | 0.4% | +1,922 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,103 | $31.5 萬 | 0.4% | −3,078−59.4% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,669 | $31.5 萬 | 0.4% | +2,669 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 2,009 | $31.4 萬 | 0.4% | −2,351−53.9% | 減碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 164 | $30.7 萬 | 0.4% | +164 | 新進 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 25,575 | $29.7 萬 | 0.4% | +25,575 | 新進 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 3,567 | $28.9 萬 | 0.3% | +3,567 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 754 | $28.0 萬 | 0.3% | +754 | 新進 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,342 | $27.8 萬 | 0.3% | +3,342 | 新進 | – |
| DEAEasterly Government Properties, Inc. | COM | 26,155 | $27.7 萬 | 0.3% | +26,155 | 新進 | 歷史 |
| iShares Tr464287812 | US CONSM STAPLES | 3,855 | $27.6 萬 | 0.3% | +3,855 | 新進 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,823 | $27.5 萬 | 0.3% | +1,823 | 新進 | – |
| ZSZscaler, Inc. | Stock | 1,290 | $25.6 萬 | 0.3% | +1,290 | 新進 | 歷史 |
| PPLPPL Corp | COM | 7,085 | $25.6 萬 | 0.3% | +7,085 | 新進 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 5,000 | $25.4 萬 | 0.3% | +5,000 | 新進 | – |
| VZVerizon Communications Inc | Stock | 5,309 | $24.1 萬 | 0.3% | −16,047−75.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 2,963 | $23.5 萬 | 0.3% | +2,963 | 新進 | – |
| ULUnilever PLC | SPON ADR NEW | 3,890 | $23.2 萬 | 0.3% | +3,890 | 新進 | 歷史 |
| KHCKraft Heinz Co | Stock | 7,459 | $22.7 萬 | 0.3% | +7,459 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,396 | $21.9 萬 | 0.3% | +4,396 | 新進 | – |
| FDXFedEx Corp | Stock | 897 | $21.9 萬 | 0.3% | +897 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 255 | $21.1 萬 | 0.3% | −501−66.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,332 | $20.6 萬 | 0.2% | −5,840−81.4% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 4,096 | $20.1 萬 | 0.2% | +4,096 | 新進 | – |
| ABEVAmbev S.A. | SPONSORED ADR | 53,766 | $12.5 萬 | 0.2% | +53,766 | 新進 | 歷史 |
| SANBanco Santander, S.A. | ADR | 11,135 | $7.46 萬 | 0.1% | +11,135 | 新進 | 歷史 |
2024 年第 4 季之後清倉（77 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CAVACava Group, Inc. | COM | 257,803 | $2,908 萬 | 17.6% | 歷史 |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 679,780 | $1,677 萬 | 10.2% | – |
| T Rowe Price Exchange-Traded87283Q107 | PRICE BLUE CHIP | 313,824 | $1,322 萬 | 8.0% | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 134,655 | $474.8 萬 | 2.9% | – |
| SAICScience Applications International Corp | COM | 36,221 | $404.9 萬 | 2.5% | 歷史 |
| MARMarriott International Inc | Stock | 12,986 | $362.2 萬 | 2.2% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,298 | $302.2 萬 | 1.8% | 歷史 |
| NVDANVIDIA Corp | Stock | 20,599 | $276.6 萬 | 1.7% | 歷史 |
| TSLATesla, Inc. | Stock | 5,932 | $239.6 萬 | 1.5% | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 55,737 | $207.2 萬 | 1.3% | – |
| PGProcter & Gamble Co | Stock | 11,888 | $199.3 萬 | 1.2% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 25,183 | $190.5 萬 | 1.2% | 歷史 |
| CVXChevron Corp | Stock | 12,762 | $184.8 萬 | 1.1% | 歷史 |
| GPRKGeoPark Ltd | USD SHS | 193,875 | $179.7 萬 | 1.1% | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 47,292 | $138.2 萬 | 0.8% | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 38,130 | $133.3 萬 | 0.8% | – |
| UNPUnion Pacific Corp | Stock | 5,349 | $122.0 萬 | 0.7% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,210 | $114.5 萬 | 0.7% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,379 | $106.4 萬 | 0.6% | – |
| TAT&T Inc. | Stock | 46,329 | $105.5 萬 | 0.6% | 歷史 |
| EMREmerson Electric Co | Stock | 8,368 | $103.7 萬 | 0.6% | 歷史 |
| HONHoneywell International Inc | COM | 4,251 | $96.0 萬 | 0.6% | 歷史 |
| FMBHFirst Mid Bancshares, Inc. | COM | 24,930 | $91.8 萬 | 0.6% | 歷史 |
| NFLXNetflix Inc | Stock | 1,008 | $89.8 萬 | 0.5% | 歷史 |
| ORealty Income Corp | REIT | 16,128 | $86.1 萬 | 0.5% | 歷史 |
| DISWalt Disney Co | Stock | 7,553 | $84.1 萬 | 0.5% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 8,371 | $81.1 萬 | 0.5% | – |
| MRKMerck & Co., Inc. | Stock | 7,437 | $74.0 萬 | 0.4% | 歷史 |
| GEGeneral Electric Co | Stock | 4,085 | $68.1 萬 | 0.4% | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 13,961 | $60.6 萬 | 0.4% | – |
| Capital Group Core Balanced14021D107 | SHS | 18,781 | $58.7 萬 | 0.4% | – |
| APDAir Products & Chemicals, Inc. | Stock | 2,012 | $58.4 萬 | 0.4% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,807 | $58.1 萬 | 0.4% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,684 | $57.7 萬 | 0.3% | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 19,985 | $53.8 萬 | 0.3% | – |
| AMPAmeriprise Financial Inc | COM | 1,000 | $53.2 萬 | 0.3% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,398 | $52.0 萬 | 0.3% | – |
| NVONovo Nordisk A S | ADR | 5,924 | $51.0 萬 | 0.3% | 歷史 |
| WPCW. P. Carey Inc. | COM | 9,254 | $50.4 萬 | 0.3% | 歷史 |
| MAMastercard Inc | Stock | 936 | $49.3 萬 | 0.3% | 歷史 |
| BXBlackstone Inc. | COM | 2,811 | $48.5 萬 | 0.3% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,149 | $46.1 萬 | 0.3% | 歷史 |
| NEENextera Energy Inc | Stock | 6,279 | $45.0 萬 | 0.3% | 歷史 |
| MTBM&T Bank Corp | COM | 2,290 | $43.1 萬 | 0.3% | 歷史 |
| CATCaterpillar Inc | Stock | 1,184 | $42.9 萬 | 0.3% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,177 | $42.8 萬 | 0.3% | 歷史 |
| GISGeneral Mills Inc | Stock | 5,981 | $38.1 萬 | 0.2% | 歷史 |
| VVisa Inc. | Stock | 1,184 | $37.4 萬 | 0.2% | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,114 | $36.6 萬 | 0.2% | 歷史 |
| ACNAccenture plc | Stock | 1,027 | $36.1 萬 | 0.2% | 歷史 |
| SOSouthern Co | Stock | 4,270 | $35.2 萬 | 0.2% | 歷史 |
| HDHome Depot, Inc. | Stock | 897 | $34.9 萬 | 0.2% | 歷史 |
| RTXRTX Corp | Stock | 2,950 | $34.1 萬 | 0.2% | 歷史 |
| MMM3M Co | Stock | 2,641 | $34.1 萬 | 0.2% | 歷史 |
| Capital Group International14021T102 | SHS | 13,536 | $32.5 萬 | 0.2% | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 10,570 | $32.2 萬 | 0.2% | – |
| MCDMcDonalds Corp | Stock | 1,089 | $31.6 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 11,802 | $31.3 萬 | 0.2% | 歷史 |
| CSXCSX Corp | Stock | 9,630 | $31.1 萬 | 0.2% | 歷史 |
| WMTWalmart Inc. | Stock | 3,336 | $30.1 萬 | 0.2% | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 3,754 | $27.8 萬 | 0.2% | 歷史 |
| ASMLASML Holding NV | ADR | 394 | $27.3 萬 | 0.2% | 歷史 |
| CLColgate Palmolive Co | Stock | 2,977 | $27.1 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 773 | $25.8 萬 | 0.2% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 410 | $24.0 萬 | 0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 486 | $23.6 萬 | 0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 938 | $23.3 萬 | 0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,812 | $23.0 萬 | 0.1% | 歷史 |
| Capital Group New Geography14021N105 | SHS | 9,134 | $22.6 萬 | 0.1% | – |
| DUKDuke Energy CORP | Stock | 2,062 | $22.2 萬 | 0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 1,843 | $22.0 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 5,840 | $21.5 萬 | 0.1% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,001 | $21.3 萬 | 0.1% | – |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 1,890 | $21.2 萬 | 0.1% | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,298 | $21.0 萬 | 0.1% | – |
| CARRCarrier Global Corp | Stock | 2,950 | $20.1 萬 | 0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 16,862 | $17.8 萬 | 0.1% | 歷史 |