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 |
|---|---|---|---|---|---|---|---|
| iShares Semiconductor ETF464287523 | ETF | 5 | $2,881 | <0.1% | – | – | – |
| PCVXVaxcyte, Inc. | COM | 46 | $2,889 | <0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 31 | $2,916 | <0.1% | – | – | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 38 | $2,940 | <0.1% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 24 | $2,958 | <0.1% | – | – | – |
| LANDGladstone Land Corp | COM | 207 | $2,994 | <0.1% | – | – | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 13 | $3,008 | <0.1% | – | – | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 8 | $3,043 | <0.1% | – | – | 歷史 |
| CPAYCorpay, Inc. | COM | 11 | $3,109 | <0.1% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 2 | $3,143 | <0.1% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 63 | $3,155 | <0.1% | – | – | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 40 | $3,158 | <0.1% | – | – | – |
| BFKBlackRock Municipal Income Trust | SH BEN INT | 314 | $3,161 | <0.1% | – | – | 歷史 |
| JBLUJetBlue Airways Corp | COM | 570 | $3,164 | <0.1% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 16 | $3,184 | <0.1% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 32 | $3,193 | <0.1% | – | – | – |
| FCELFuelcell Energy Inc | COM | 2,000 | $3,200 | <0.1% | – | – | 歷史 |
| HUMHumana Inc | Stock | 7 | $3,205 | <0.1% | – | – | 歷史 |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 111 | $3,205 | <0.1% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 62 | $3,313 | <0.1% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13 | $3,319 | <0.1% | – | – | 歷史 |
| ESTCElastic N.V. | ORD SHS | 30 | $3,381 | <0.1% | – | – | 歷史 |
| GSKGSK plc | ADR | 94 | $3,475 | <0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 5 | $3,532 | <0.1% | – | – | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 300 | $3,546 | <0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1 | $3,547 | <0.1% | – | – | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 344 | $3,591 | <0.1% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 153 | $3,728 | <0.1% | – | – | – |
| UALUnited Airlines Holdings, Inc. | COM | 91 | $3,755 | <0.1% | – | – | 歷史 |
| GGenpact LTD | SHS | 108 | $3,760 | <0.1% | – | – | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 6 | $3,785 | <0.1% | – | – | 歷史 |
| FTVFortive Corp | Stock | 52 | $3,801 | <0.1% | – | – | 歷史 |
| AIVApartment Investment & Management Co | CL A | 495 | $3,879 | <0.1% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 38 | $3,892 | <0.1% | – | – | – |
| CVXChevron Corp | Stock | 26 | $3,897 | <0.1% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 10 | $3,920 | <0.1% | – | – | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 21 | $3,946 | <0.1% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 68 | $4,030 | <0.1% | – | – | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 152 | $4,053 | <0.1% | – | – | – |
| HUBSHubSpot Inc | COM | 7 | $4,064 | <0.1% | – | – | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 63 | $4,087 | <0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 42 | $4,123 | <0.1% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 79 | $4,131 | <0.1% | – | – | – |
| JCIJohnson Controls International plc | Stock | 72 | $4,150 | <0.1% | – | – | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 302 | $4,156 | <0.1% | – | – | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 38 | $4,162 | <0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 14 | $4,163 | <0.1% | – | – | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 85 | $4,198 | <0.1% | – | – | – |
| VLOValero Energy Corp | Stock | 33 | $4,251 | <0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 70 | $4,299 | <0.1% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 39 | $4,360 | <0.1% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 30 | $4,379 | <0.1% | – | – | 歷史 |
| DCHDauch Corp | COM | 500 | $4,405 | <0.1% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 88 | $4,432 | <0.1% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 216 | $4,478 | <0.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 115 | $4,488 | <0.1% | – | – | 歷史 |
| MDBMongoDB, Inc. | CL A | 11 | $4,497 | <0.1% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 30 | $4,515 | <0.1% | – | – | 歷史 |
| DJTTrump Media & Technology Group Corp. | Stock | 261 | $4,568 | <0.1% | – | – | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 92 | $4,602 | <0.1% | – | – | – |
| ZZillow Group, Inc. | CL C CAP STK | 82 | $4,745 | <0.1% | – | – | 歷史 |
| NOVNOV Inc. | COM | 235 | $4,756 | <0.1% | – | – | 歷史 |
| BANCBanc of California, Inc. | COM | 361 | $4,848 | <0.1% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 35 | $4,873 | <0.1% | – | – | 歷史 |
| DDD3D Systems Corp | COM NEW | 770 | $4,890 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 172 | $4,974 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24 | $5,020 | <0.1% | – | – | – |
| GABGabelli Equity Trust Inc | COM | 1,000 | $5,080 | <0.1% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 74 | $5,138 | <0.1% | – | – | – |
| SLBSLB Limited | Stock | 99 | $5,152 | <0.1% | – | – | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 260 | $5,210 | <0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 67 | $5,219 | <0.1% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 25 | $5,266 | <0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 105 | $5,301 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 188 | $5,379 | <0.1% | – | – | – |
| NVSNovartis AG | ADR | 54 | $5,452 | <0.1% | – | – | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 19 | $5,564 | <0.1% | – | – | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 43 | $5,568 | <0.1% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 42 | $5,665 | <0.1% | – | – | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 14 | $5,696 | <0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 43 | $5,713 | <0.1% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 21 | $5,797 | <0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 226 | $5,810 | <0.1% | – | – | – |
| DDOGDatadog, Inc. | CL A COM | 48 | $5,826 | <0.1% | – | – | 歷史 |
| RDNRadian Group Inc | COM | 204 | $5,832 | <0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 26 | $6,057 | <0.1% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 44 | $6,113 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 111 | $6,126 | <0.1% | – | – | – |
| RIOTRiot Platforms, Inc. | COM | 400 | $6,188 | <0.1% | – | – | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 500 | $6,205 | <0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 82 | $6,253 | <0.1% | – | – | 歷史 |
| Kraneshares Tr500767827 | ELEC VEH FUTUR | 246 | $6,324 | <0.1% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 105 | $6,445 | <0.1% | – | – | – |
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 110 | $6,504 | <0.1% | – | – | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 247 | $6,543 | <0.1% | – | – | – |
| NXPINXP Semiconductors N.V. | COM | 29 | $6,661 | <0.1% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 176 | $6,708 | <0.1% | – | – | – |
| ELVElevance Health, Inc. | Stock | 14 | $6,712 | <0.1% | – | – | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 675 | $6,716 | <0.1% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 148 | $6,767 | <0.1% | – | – | 歷史 |