Victory Financial Group, LLC
- SEC CIK
- 0002011333
- 最新申報
- 2026/7/28
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/28 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 397
- 較 2026 年第 1 季 +50
- 總值
- $9.52 億
- 較 2026 年第 1 季 +$1.38 億 (+16.9%)
| 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 | 453,284 | $1.32 億 | 13.8% | −9,314−2.0% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,514,996 | $4,804 萬 | 5.0% | −11,954−0.8% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 430,919 | $4,236 萬 | 4.5% | −1,058−0.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 203,068 | $3,869 萬 | 4.1% | +22,716+12.6% | 加碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 640,420 | $3,861 萬 | 4.1% | +91,430+16.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 45,399 | $3,118 萬 | 3.3% | +871+2.0% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 569,773 | $2,383 萬 | 2.5% | −56,241−9.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 154,150 | $2,286 萬 | 2.4% | −2,065−1.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 112,391 | $2,249 萬 | 2.4% | +4,840+4.5% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 758,272 | $2,011 萬 | 2.1% | −50,773−6.3% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 164,987 | $1,965 萬 | 2.1% | +1,453+0.9% | 加碼 | – |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 389,679 | $1,924 萬 | 2.0% | +389,679 | 新進 | – |
| AAPLApple Inc. | Stock | 56,147 | $1,624 萬 | 1.7% | −1,378−2.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 65,695 | $1,596 萬 | 1.7% | +128+0.2% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 264,863 | $1,371 萬 | 1.4% | +44,056+20.0% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 127,051 | $1,164 萬 | 1.2% | −13,976−9.9% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 171,634 | $826.9 萬 | 0.9% | −32,530−15.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 21,592 | $771.6 萬 | 0.8% | +902+4.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,955 | $733.1 萬 | 0.8% | −173−1.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 18,818 | $702.0 萬 | 0.7% | +491+2.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 29,366 | $699.9 萬 | 0.7% | +668+2.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,422 | $690.7 萬 | 0.7% | +1,122+7.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 18,044 | $681.6 萬 | 0.7% | +915+5.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 123,569 | $661.1 萬 | 0.7% | +24,242+24.4% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 144,580 | $657.7 萬 | 0.7% | −97,597−40.3% | 減碼 | – |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 127,350 | $645.8 萬 | 0.7% | −200,683−61.2% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 55,968 | $576.8 萬 | 0.6% | +2,242+4.2% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 116,145 | $572.4 萬 | 0.6% | +10,066+9.5% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 114,299 | $522.3 萬 | 0.5% | +2,431+2.2% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 27,925 | $517.3 萬 | 0.5% | −1,045−3.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 40,456 | $481.4 萬 | 0.5% | +2,919+7.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 7,895 | $444.7 萬 | 0.5% | +243+3.2% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 6,880 | $440.8 萬 | 0.5% | +6,880 | 新進 | – |
| MUMicron Technology Inc | Stock | 3,690 | $425.9 萬 | 0.4% | +726+24.5% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 26,542 | $419.4 萬 | 0.4% | −1,420−5.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 3,281 | $393.6 萬 | 0.4% | +237+7.8% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 203,575 | $392.7 萬 | 0.4% | +17,637+9.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 11,022 | $389.4 萬 | 0.4% | +906+9.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072109 | DIVERSIFID CRP | 82,332 | $385.7 萬 | 0.4% | +13,846+20.2% | 加碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 21,518 | $384.3 萬 | 0.4% | +98+0.5% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 74,038 | $376.3 萬 | 0.4% | +69,872+1,677.2% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 70,595 | $359.7 萬 | 0.4% | +12,159+20.8% | 加碼 | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 105,932 | $355.3 萬 | 0.4% | −1,619−1.5% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 6,088 | $353.7 萬 | 0.4% | +71+1.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,521 | $352.3 萬 | 0.4% | −1,171−11.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 44,827 | $337.3 萬 | 0.4% | −5,248−10.5% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,784 | $324.0 萬 | 0.3% | +439+6.9% | 加碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 22,188 | $321.4 萬 | 0.3% | −628−2.8% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 35,252 | $316.7 萬 | 0.3% | +35,252 | 新進 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 29,733 | $309.1 萬 | 0.3% | −5,300−15.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 41,334 | $303.4 萬 | 0.3% | +8,836+27.2% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 31,362 | $299.3 萬 | 0.3% | +3,171+11.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,894 | $294.9 萬 | 0.3% | +651+12.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 9,545 | $292.3 萬 | 0.3% | −231−2.4% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 28,523 | $291.4 萬 | 0.3% | +4,696+19.7% | 加碼 | – |
| POWLPowell Industries Inc | Stock | 9,923 | $284.2 萬 | 0.3% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| MFS Active Exchange Traded F55286W405 | INTERNATINL ETF | 84,990 | $276.0 萬 | 0.3% | −815−0.9% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 32,968 | $273.1 萬 | 0.3% | −784−2.3% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,864 | $271.8 萬 | 0.3% | −372−8.8% | 減碼 | 歷史 |
| Vanguard Wellington FD921935607 | US MULTIFACTOR | 15,156 | $268.2 萬 | 0.3% | −197−1.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 37,397 | $266.5 萬 | 0.3% | +2,652+7.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 40,907 | $261.2 萬 | 0.3% | −1,195−2.8% | 減碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 62,694 | $259.7 萬 | 0.3% | +32,351+106.6% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,397 | $259.2 萬 | 0.3% | +469+16.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,549 | $257.8 萬 | 0.3% | +75+3.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 8,551 | $254.9 萬 | 0.3% | +64+0.8% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 91,617 | $253.8 萬 | 0.3% | +37,357+68.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,516 | $247.8 萬 | 0.3% | +3,006+7.8% | 加碼 | – |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 34,187 | $246.4 萬 | 0.3% | +21,634+172.3% | 加碼 | – |
| CATCaterpillar Inc | Stock | 2,156 | $229.6 萬 | 0.2% | +113+5.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,863 | $223.0 萬 | 0.2% | +281+3.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,009 | $221.4 萬 | 0.2% | +486+8.8% | 加碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 33,549 | $220.1 萬 | 0.2% | +4,304+14.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 10,011 | $219.7 萬 | 0.2% | −713−6.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,898 | $216.4 萬 | 0.2% | −245−7.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 26,834 | $216.2 萬 | 0.2% | −2,510−8.6% | 減碼依 4 比 1 拆股換算 | – |
| COSTCostco Wholesale Corp | Stock | 2,234 | $209.0 萬 | 0.2% | −48−2.1% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,749 | $202.3 萬 | 0.2% | +3,749 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 20,345 | $200.6 萬 | 0.2% | +17,078+522.7% | 加碼 | – |
| LRCXLam Research Corp | Stock | 4,622 | $200.3 萬 | 0.2% | +164+3.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,678 | $200.3 萬 | 0.2% | −817−12.6% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 7,784 | $196.3 萬 | 0.2% | +836+12.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 15,206 | $194.4 萬 | 0.2% | −84−0.5% | 減碼 | – |
| Touchstone ETF Trust89157W202 | STRAT INCOM ETF | 75,454 | $193.8 萬 | 0.2% | +5,411+7.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,734 | $192.3 萬 | 0.2% | −135−1.4% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 10,571 | $191.2 萬 | 0.2% | +265+2.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,361 | $186.9 萬 | 0.2% | +1,338+22.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 8,572 | $186.8 萬 | 0.2% | −517−5.7% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 5,408 | $184.4 萬 | 0.2% | −228−4.0% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,558 | $183.0 萬 | 0.2% | +599+62.5% | 加碼 | 歷史 |
| Pgim Rock ETF Tr69420N718 | LADDE S&P 12 ETF | 56,526 | $181.2 萬 | 0.2% | −7,972−12.4% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 15,286 | $178.3 萬 | 0.2% | +2,824+22.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,840 | $175.5 萬 | 0.2% | +396+7.3% | 加碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 17,614 | $175.0 萬 | 0.2% | −1,374−7.2% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 8,955 | $168.4 萬 | 0.2% | +232+2.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 14,740 | $166.9 萬 | 0.2% | −2,277−13.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,075 | $166.1 萬 | 0.2% | +663+15.0% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 13,780 | $165.5 萬 | 0.2% | +13,780 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,179 | $163.2 萬 | 0.2% | +801+58.1% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 12,952 | $161.6 萬 | 0.2% | +1,252+10.7% | 加碼 | – |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | – | $85.3 萬 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | – | $29.1 萬 |
2026 年第 1 季之後清倉（30 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Malvern FDS922020748 | CORE BD ETF | 63,497 | $491.3 萬 | 0.6% | – |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 59,765 | $484.8 萬 | 0.6% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 40,188 | $445.5 萬 | 0.5% | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 6,454 | $66.7 萬 | 0.1% | – |
| LILi Auto Inc. | SPONSORED ADS | 36,348 | $64.8 萬 | 0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 971 | $41.3 萬 | 0.1% | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,031 | $37.0 萬 | <0.1% | – |
| DHRDanaher Corp | Stock | 1,923 | $36.5 萬 | <0.1% | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,283 | $36.4 萬 | <0.1% | 歷史 |
| MSTRStrategy Inc | Stock | 2,364 | $29.5 萬 | <0.1% | 歷史 |
| XYLXylem Inc. | COM | 2,332 | $27.9 萬 | <0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 582 | $26.8 萬 | <0.1% | 歷史 |
| DGDollar General Corp | COM | 2,259 | $26.8 萬 | <0.1% | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 15,706 | $25.8 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 2,583 | $24.2 萬 | <0.1% | – |
| ADBEAdobe Inc. | Stock | 964 | $23.4 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,334 | $23.4 萬 | <0.1% | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 517 | $23.1 萬 | <0.1% | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 6,507 | $22.1 萬 | <0.1% | – |
| VRSKVerisk Analytics, Inc. | COM | 1,163 | $22.1 萬 | <0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 614 | $22.0 萬 | <0.1% | 歷史 |
| EDConsolidated Edison Inc | Stock | 1,907 | $21.6 萬 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,437 | $21.6 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,541 | $21.5 萬 | <0.1% | 歷史 |
| SCCOSouthern Copper Corp | Stock | 1,236 | $21.3 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 4,845 | $21.1 萬 | <0.1% | – |
| MDTMedtronic plc | Stock | 2,387 | $20.7 萬 | <0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,169 | $20.2 萬 | <0.1% | 歷史 |
| PLTMGraniteShares Platinum Trust | SHS BEN INT | 10,225 | $19.3 萬 | <0.1% | 歷史 |
| UWMCUWM Holdings Corp | COM CL A | 25,453 | $9.21 萬 | <0.1% | 歷史 |