Victory Financial Group, LLC
- SEC CIK
- 0002011333
- 最新申報
- 2026/7/28
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 230
- 較 2025 年第 1 季 +45
- 總值
- $6.30 億
- 較 2025 年第 1 季 +$1.09 億 (+20.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell Top 200 Growth ETF464289438 | ETF | 447,463 | $1.10 億 | 17.5% | +31,644+7.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,816,341 | $4,813 萬 | 7.6% | −22,451−1.2% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 387,221 | $3,107 萬 | 4.9% | +21,588+5.9% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 106,842 | $2,706 萬 | 4.3% | +12,846+13.7% | 加碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 450,340 | $2,343 萬 | 3.7% | +42,575+10.4% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 517,551 | $2,313 萬 | 3.7% | −29,462−5.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 30,260 | $1,719 萬 | 2.7% | −6,314−17.3% | 減碼 | – |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 333,714 | $1,697 萬 | 2.7% | −1,563−0.5% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 176,671 | $1,621 萬 | 2.6% | +154,308+690.0% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 363,821 | $1,592 萬 | 2.5% | +42,454+13.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 134,202 | $1,467 萬 | 2.3% | +7,664+6.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 76,408 | $1,207 萬 | 1.9% | +10,268+15.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 61,280 | $1,195 萬 | 1.9% | +3,369+5.8% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 424,814 | $1,127 萬 | 1.8% | +7,578+1.8% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 240,015 | $1,098 萬 | 1.7% | +2,496+1.1% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 113,899 | $1,011 萬 | 1.6% | +18,871+19.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 48,480 | $994.7 萬 | 1.6% | +15,340+46.3% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 94,836 | $889.5 萬 | 1.4% | +67,669+249.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 13,146 | $653.9 萬 | 1.0% | +2,218+20.3% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 138,402 | $588.9 萬 | 0.9% | +22,947+19.9% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 115,046 | $491.7 萬 | 0.8% | +917+0.8% | 加碼 | – |
| Vanguard Malvern FDS922020748 | CORE BD ETF | 58,657 | $455.1 萬 | 0.7% | −53−0.1% | 減碼 | – |
| Federated Hermes ETF Trust31423L503 | MDT LARGE CAP | 149,516 | $452.9 萬 | 0.7% | +68,913+85.5% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 7,946 | $450.1 萬 | 0.7% | −1,594−16.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 57,998 | $440.2 萬 | 0.7% | −2,921−4.8% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 87,753 | $434.0 萬 | 0.7% | −17,214−16.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 69,676 | $416.7 萬 | 0.7% | −1,121−1.6% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 77,113 | $403.8 萬 | 0.6% | −2,393−3.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 18,391 | $403.5 萬 | 0.6% | +3,092+20.2% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 36,200 | $392.9 萬 | 0.6% | +85+0.2% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 26,097 | $385.0 萬 | 0.6% | +119+0.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 38,396 | $377.2 萬 | 0.6% | −13,515−26.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,266 | $372.8 萬 | 0.6% | −2,070−14.4% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 26,618 | $354.8 萬 | 0.6% | +2,789+11.7% | 加碼 | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 115,276 | $346.4 萬 | 0.5% | −3,846−3.2% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 42,552 | $343.2 萬 | 0.5% | +42,552 | 新進 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 22,756 | $302.7 萬 | 0.5% | −890−3.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 9,408 | $298.9 萬 | 0.5% | +787+9.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 10,408 | $296.0 萬 | 0.5% | +246+2.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,968 | $292.8 萬 | 0.5% | +447+12.7% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 147,563 | $280.2 萬 | 0.4% | +475+0.3% | 加碼 | – |
| Vanguard Wellington FD921935607 | US MULTIFACTOR | 20,808 | $279.9 萬 | 0.4% | −4,855−18.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 9,749 | $268.7 萬 | 0.4% | +3,617+59.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,483 | $266.3 萬 | 0.4% | +480+9.6% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 19,473 | $262.5 萬 | 0.4% | +1,730+9.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,567 | $252.0 萬 | 0.4% | −40−0.9% | 減碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 25,313 | $251.7 萬 | 0.4% | +5,481+27.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,464 | $237.3 萬 | 0.4% | +2,564+23.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 46,885 | $214.6 萬 | 0.3% | −752−1.6% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 18,870 | $190.0 萬 | 0.3% | −1,530−7.5% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 9,796 | $178.4 萬 | 0.3% | +4,440+82.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,148 | $172.0 萬 | 0.3% | −1,189−16.2% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 8,159 | $169.4 萬 | 0.3% | −149−1.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 45,153 | $165.1 萬 | 0.3% | +45,153 | 新進 | – |
| Touchstone ETF Trust89157W202 | STRAT INCOM ETF | 59,623 | $155.8 萬 | 0.2% | +10,315+20.9% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 15,404 | $154.3 萬 | 0.2% | −7,227−31.9% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 24,970 | $142.4 萬 | 0.2% | −2,122−7.8% | 減碼 | – |
| VVisa Inc. | Stock | 4,003 | $142.1 萬 | 0.2% | +662+19.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,412 | $137.6 萬 | 0.2% | +3,021+217.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,593 | $134.2 萬 | 0.2% | −1,718−18.5% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 14,114 | $126.2 萬 | 0.2% | −1,338−8.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,288 | $124.3 萬 | 0.2% | +1,037+31.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 7,427 | $123.4 萬 | 0.2% | +7,427 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,181 | $116.6 萬 | 0.2% | +1,133+55.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 12,091 | $115.3 萬 | 0.2% | +12,091 | 新進 | – |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 20,372 | $113.0 萬 | 0.2% | +8,352+69.5% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,705 | $106.6 萬 | 0.2% | +2,908+161.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,423 | $105.6 萬 | 0.2% | −417−6.1% | 減碼 | – |
| Bondbloxx ETF Trust09789C721 | IR M TAXAWARE | 20,669 | $105.5 萬 | 0.2% | +10,368+100.7% | 加碼 | – |
| OXYOccidental Petroleum Corp | Stock | 24,851 | $104.4 萬 | 0.2% | −1,380−5.3% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 9,376 | $102.4 萬 | 0.2% | +1,566+20.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 5,367 | $99.6 萬 | 0.2% | +1,915+55.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,269 | $99.0 萬 | 0.2% | +13+1.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 720 | $96.4 萬 | 0.2% | −28−3.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,753 | $95.8 萬 | 0.2% | +2,727+67.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,629 | $94.2 萬 | 0.1% | +1,687+21.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,092 | $88.8 萬 | 0.1% | −208−9.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,633 | $88.8 萬 | 0.1% | −2,592−19.6% | 減碼 | – |
| JDJD.com, Inc. | SPON ADS CL A | 27,178 | $88.7 萬 | 0.1% | +27,178 | 新進 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 36,077 | $88.2 萬 | 0.1% | −30.0% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 21,997 | $86.9 萬 | 0.1% | +8,182+59.2% | 加碼 | – |
| CMECME Group Inc. | COM | 3,044 | $83.9 萬 | 0.1% | +2,302+310.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,667 | $82.6 萬 | 0.1% | +142+1.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,729 | $82.0 萬 | 0.1% | +1,035+22.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,613 | $81.8 萬 | 0.1% | +237+5.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,324 | $81.8 萬 | 0.1% | −391−22.8% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,743 | $80.8 萬 | 0.1% | +593+18.8% | 加碼 | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 38,298 | $79.5 萬 | 0.1% | +1,905+5.2% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 5,240 | $78.8 萬 | 0.1% | −497−8.7% | 減碼 | – |
| MTGMgic Investment Corp | COM | 27,459 | $76.4 萬 | 0.1% | +27,459 | 新進 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 11,898 | $74.6 萬 | 0.1% | −1,729−12.7% | 減碼 | – |
| ORCLOracle Corp | Stock | 3,357 | $73.4 萬 | 0.1% | +1,046+45.3% | 加碼 | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 8,457 | $71.2 萬 | 0.1% | 00.0% | 不變 | – |
| TPRTapestry, Inc. | COM | 7,921 | $69.6 萬 | 0.1% | +7,921 | 新進 | 歷史 |
| POWLPowell Industries Inc | Stock | 3,296 | $69.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 32,422 | $68.6 萬 | 0.1% | +362+1.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,914 | $67.7 萬 | 0.1% | −3,286−23.1% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 15,640 | $67.7 萬 | 0.1% | +8,947+133.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,262 | $67.6 萬 | 0.1% | +356+18.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,385 | $67.0 萬 | 0.1% | +231+5.6% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（14 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 37,500 | $375.5 萬 | 0.7% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 7,620 | $38.6 萬 | 0.1% | – |
| Schwab International Equity ETF808524805 | ETF | 16,051 | $31.9 萬 | 0.1% | – |
| CTVACorteva, Inc. | Stock | 4,646 | $29.3 萬 | 0.1% | 歷史 |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 5,605 | $26.4 萬 | 0.1% | – |
| DOWDow Inc. | Stock | 6,749 | $23.6 萬 | <0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 1,535 | $23.0 萬 | <0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,891 | $21.4 萬 | <0.1% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 388 | $20.6 萬 | <0.1% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,049 | $20.3 萬 | <0.1% | – |
| FISVFiserv Inc | Stock | 913 | $20.2 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 11,062 | $11.0 萬 | <0.1% | 歷史 |
| Bit Origin LtdG21621118 | SHS NEW | 110,940 | $2.11 萬 | <0.1% | – |
| HOLOMicroCloud Hologram Inc. | ORD SHS NEW | 13,297 | $1.09 萬 | <0.1% | 歷史 |