AdviceOne Advisory Services, LLC
- SEC CIK
- 0001998980
- 最新申報
- 2026/7/9
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/6/27 申報。只含多頭部位。
- 持股檔數
- 30
- 2024 年第 3 季沒有申報
- 總值
- $1.13 億
- 2024 年第 3 季沒有申報
AdviceOne Advisory Services, LLC 沒有申報 2024 年第 3 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 |
|---|---|---|---|---|---|---|---|
| RTXRTX Corp | Stock | 512,930 | $5,936 萬 | 52.7% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 236,818 | $1,617 萬 | 14.3% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 143,194 | $1,326 萬 | 11.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 23,889 | $964.7 萬 | 8.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 12,975 | $324.9 萬 | 2.9% | – | – | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 10,646 | $199.6 萬 | 1.8% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 5,693 | $76.5 萬 | 0.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 7,326 | $66.2 萬 | 0.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,545 | $65.1 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,512 | $59.3 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 899 | $52.9 萬 | 0.5% | – | – | – |
| HIGHartford Insurance Group, Inc. | Stock | 4,571 | $50.0 萬 | 0.4% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 2,876 | $48.0 萬 | 0.4% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,086 | $43.9 萬 | 0.4% | – | – | 歷史 |
| SOSouthern Co | Stock | 4,633 | $38.1 萬 | 0.3% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,647 | $35.7 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 574 | $33.6 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 6,862 | $30.2 萬 | 0.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 7,969 | $29.9 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 566 | $28.6 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 341 | $26.3 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,475 | $26.2 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,314 | $25.0 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 2,516 | $25.0 萬 | 0.2% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 428 | $24.4 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,288 | $24.4 萬 | 0.2% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 723 | $23.8 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,018 | $23.0 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 955 | $22.9 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,023 | $22.4 萬 | 0.2% | – | – | 歷史 |