Able Wealth Management LLC
- SEC CIK
- 0002011908
- 最新申報
- 2026/7/29
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/20 申報。只含多頭部位。
- 持股檔數
- 611
- 2023 年第 3 季沒有申報
- 總值
- $1.10 億
- 2023 年第 3 季沒有申報
Able Wealth Management LLC 沒有申報 2023 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 |
|---|---|---|---|---|---|---|---|
| NEONeogenomics Inc | COM NEW | 69 | $1,116 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 10 | $1,120 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A789 | ST STR SP INS | 25 | $1,131 | <0.1% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 9 | $1,139 | <0.1% | – | – | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 23 | $1,149 | <0.1% | – | – | – |
| CYDYCytoDyn Inc. | COM | 5,908 | $1,152 | <0.1% | – | – | 歷史 |
| iShares Inc464286822 | MSCI MEXICO ETF | 17 | $1,153 | <0.1% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 10 | $1,155 | <0.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 34 | $1,167 | <0.1% | – | – | – |
| TEAMAtlassian Corp | CL A | 5 | $1,189 | <0.1% | – | – | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 19 | $1,214 | <0.1% | – | – | – |
| ACLXArcellx, Inc. | COMMON STOCK | 22 | $1,221 | <0.1% | – | – | 歷史 |
| PENPenumbra Inc | COM | 5 | $1,258 | <0.1% | – | – | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 10 | $1,260 | <0.1% | – | – | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 32 | $1,291 | <0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 16 | $1,296 | <0.1% | – | – | 歷史 |
| PNRPENTAIR plc | SHS | 18 | $1,309 | <0.1% | – | – | 歷史 |
| PCORProcore Technologies, Inc. | COM | 19 | $1,315 | <0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q609 | ISRAEL INOVATE | 68 | $1,321 | <0.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 14 | $1,342 | <0.1% | – | – | 歷史 |
| KEYKeycorp | COM | 95 | $1,364 | <0.1% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 24 | $1,383 | <0.1% | – | – | 歷史 |
| MAVPioneer Municipal High Income Advantage Fund, Inc. | COM | 180 | $1,447 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19 | $1,463 | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6 | $1,482 | <0.1% | – | – | – |
| RMBSRambus Inc | COM | 22 | $1,502 | <0.1% | – | – | 歷史 |
| TOSTToast, Inc. | Stock | 83 | $1,516 | <0.1% | – | – | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 452 | $1,548 | <0.1% | – | – | 歷史 |
| MFMAberdeen Municipal Income Fund | SH BEN INT | 300 | $1,553 | <0.1% | – | – | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 132 | $1,559 | <0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 54 | $1,575 | <0.1% | – | – | – |
| AVDLAvadel Pharmaceuticals PLC | SPONSORED ADR | 115 | $1,624 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 57 | $1,660 | <0.1% | – | – | – |
| FOLDAmicus Therapeutics, Inc. | COM | 117 | $1,660 | <0.1% | – | – | 歷史 |
| SENSSenseonics Holdings, Inc. | COM | 3,000 | $1,710 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 64 | $1,737 | <0.1% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 24 | $1,744 | <0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6 | $1,744 | <0.1% | – | – | – |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 34 | $1,753 | <0.1% | – | – | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2 | $1,757 | <0.1% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 8 | $1,759 | <0.1% | – | – | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 11 | $1,770 | <0.1% | – | – | 歷史 |
| EFREaton Vance Senior Floating-Rate Trust | COM | 142 | $1,795 | <0.1% | – | – | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 19 | $1,832 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 34 | $1,852 | <0.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 11 | $1,881 | <0.1% | – | – | – |
| HIGHartford Insurance Group, Inc. | Stock | 24 | $1,889 | <0.1% | – | – | 歷史 |
| OLEDUniversal Display Corp | COM | 10 | $1,913 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 30 | $1,918 | <0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 6 | $1,924 | <0.1% | – | – | 歷史 |
| EGEverest Group, Ltd. | COM | 5 | $1,926 | <0.1% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 33 | $1,938 | <0.1% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 39 | $1,940 | <0.1% | – | – | – |
| CBAYCymaBay Therapeutics, Inc. | COM | 83 | $1,960 | <0.1% | – | – | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 9 | $1,979 | <0.1% | – | – | 歷史 |
| CNCCentene Corp | Stock | 27 | $2,004 | <0.1% | – | – | 歷史 |
| ARDXArdelyx, Inc. | COM | 325 | $2,015 | <0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 9 | $2,055 | <0.1% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 7 | $2,064 | <0.1% | – | – | 歷史 |
| ASXCAsensus Surgical, Inc. | COM | 6,500 | $2,073 | <0.1% | – | – | 歷史 |
| HTZHertz Global Holdings, Inc | COM NEW | 200 | $2,078 | <0.1% | – | – | 歷史 |
| Etfis Ser Tr I26923G822 | VIRTUS INFRCAP | 103 | $2,125 | <0.1% | – | – | – |
| iShares Tr464288869 | MICRO-CAP ETF | 19 | $2,149 | <0.1% | – | – | – |
| TDOCTeladoc Health, Inc. | COM | 100 | $2,155 | <0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 23 | $2,156 | <0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 19 | $2,164 | <0.1% | – | – | – |
| RFRegions Financial Corp | COM | 113 | $2,186 | <0.1% | – | – | 歷史 |
| iShares Tr464288182 | MSCI AC ASIA ETF | 33 | $2,187 | <0.1% | – | – | – |
| TDCTeradata Corp | Stock | 51 | $2,219 | <0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 68 | $2,229 | <0.1% | – | – | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 42 | $2,254 | <0.1% | – | – | – |
| VODVodafone Group Public Ltd Co | ADR | 260 | $2,259 | <0.1% | – | – | 歷史 |
| iShares Tr46435U366 | SELF DRIVNG EV | 63 | $2,264 | <0.1% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 12 | $2,265 | <0.1% | – | – | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 1,000 | $2,300 | <0.1% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 32 | $2,303 | <0.1% | – | – | 歷史 |
| BHVNBiohaven Ltd. | COM | 54 | $2,311 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 14 | $2,371 | <0.1% | – | – | – |
| ADIAnalog Devices Inc | Stock | 12 | $2,383 | <0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 28 | $2,390 | <0.1% | – | – | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 25 | $2,411 | <0.1% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 3 | $2,416 | <0.1% | – | – | 歷史 |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 72 | $2,459 | <0.1% | – | – | – |
| COPConocoPhillips | Stock | 21 | $2,494 | <0.1% | – | – | 歷史 |
| iShares Tr46435G417 | CR 5 10 YR ETF | 57 | $2,499 | <0.1% | – | – | – |
| NBIXNeurocrine Biosciences Inc | Stock | 19 | $2,503 | <0.1% | – | – | 歷史 |
| AVNSAvanos Medical, Inc. | Stock | 112 | $2,512 | <0.1% | – | – | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 70 | $2,520 | <0.1% | – | – | – |
| JBLJabil Inc | Stock | 20 | $2,548 | <0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 15 | $2,553 | <0.1% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 11 | $2,566 | <0.1% | – | – | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 116 | $2,610 | <0.1% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 168 | $2,617 | <0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8 | $2,634 | <0.1% | – | – | – |
| MRVLMarvell Technology, Inc. | COM | 44 | $2,654 | <0.1% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 27 | $2,693 | <0.1% | – | – | – |
| OGNOrganon & Co. | Stock | 188 | $2,714 | <0.1% | – | – | 歷史 |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 117 | $2,764 | <0.1% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 43 | $2,769 | <0.1% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 111 | $2,861 | <0.1% | – | – | – |