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 |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 272 | $9.63 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 179 | $9.44 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,757 | $9.01 萬 | 0.1% | – | – | 歷史 |
| PSAPublic Storage | COM | 293 | $8.93 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 590 | $8.53 萬 | 0.1% | – | – | 歷史 |
| Nushares ETF Tr67092P706 | NUVEEN SHRT TERM | 2,610 | $8.06 萬 | 0.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,490 | $8.04 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 321 | $7.98 萬 | 0.1% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 600 | $7.87 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 129 | $7.55 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 784 | $7.51 萬 | 0.1% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 1,323 | $7.46 萬 | 0.1% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 2,043 | $7.12 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,176 | $6.98 萬 | 0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 265 | $6.97 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 1,373 | $6.90 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 419 | $6.85 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 430 | $6.73 萬 | 0.1% | – | – | 歷史 |
| CEGConstellation Energy Corp | Stock | 566 | $6.62 萬 | 0.1% | – | – | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 1,604 | $6.30 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 173 | $6.17 萬 | 0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 570 | $6.13 萬 | 0.1% | – | – | – |
| EXCExelon Corp | Stock | 1,699 | $6.10 萬 | 0.1% | – | – | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 1,006 | $6.08 萬 | 0.1% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 230 | $5.96 萬 | 0.1% | – | – | – |
| First Tr Exchange-Traded FD33734X853 | INTL EQUITY OPP | 1,395 | $5.89 萬 | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 3,460 | $5.81 萬 | 0.1% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 223 | $5.64 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 307 | $5.52 萬 | 0.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,019 | $5.48 萬 | <0.1% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 2,257 | $5.44 萬 | <0.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 548 | $5.42 萬 | <0.1% | – | – | – |
| DISWalt Disney Co | Stock | 595 | $5.37 萬 | <0.1% | – | – | 歷史 |
| Cambria ETF Tr132061607 | GLB ASSET ALLO | 1,856 | $5.17 萬 | <0.1% | – | – | – |
| Vanguard World FD921910709 | EXTENDED DUR | 634 | $5.14 萬 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 604 | $5.01 萬 | <0.1% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 977 | $4.94 萬 | <0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 807 | $4.90 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 338 | $4.89 萬 | <0.1% | – | – | – |
| LLoews Corp | COM | 684 | $4.76 萬 | <0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 1,244 | $4.69 萬 | <0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 1,365 | $4.60 萬 | <0.1% | – | – | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 1,083 | $4.57 萬 | <0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 100 | $4.53 萬 | <0.1% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 605 | $4.48 萬 | <0.1% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 539 | $4.40 萬 | <0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 496 | $4.38 萬 | <0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 597 | $4.32 萬 | <0.1% | – | – | 歷史 |
| ETREntergy Corp | COM | 423 | $4.28 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 453 | $4.26 萬 | <0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 970 | $4.25 萬 | <0.1% | – | – | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 191 | $4.22 萬 | <0.1% | – | – | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 252 | $4.14 萬 | <0.1% | – | – | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 270 | $3.92 萬 | <0.1% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 502 | $3.88 萬 | <0.1% | – | – | – |
| OXYOccidental Petroleum Corp | Stock | 629 | $3.75 萬 | <0.1% | – | – | 歷史 |
| JRSNuveen Real Estate Income Fund | COM | 4,474 | $3.50 萬 | <0.1% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 1,014 | $3.42 萬 | <0.1% | – | – | – |
| ENVXEnovix Corp | COM | 2,700 | $3.38 萬 | <0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 1,484 | $3.38 萬 | <0.1% | – | – | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 796 | $3.30 萬 | <0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 213 | $3.30 萬 | <0.1% | – | – | 歷史 |
| ORealty Income Corp | REIT | 564 | $3.24 萬 | <0.1% | – | – | 歷史 |
| CHNChina Fund, Inc. | COM | 3,185 | $3.24 萬 | <0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 65 | $3.22 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 570 | $3.22 萬 | <0.1% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 615 | $3.20 萬 | <0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 2,625 | $3.20 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 403 | $3.04 萬 | <0.1% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 811 | $3.02 萬 | <0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 190 | $2.99 萬 | <0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 737 | $2.97 萬 | <0.1% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 2,738 | $2.97 萬 | <0.1% | – | – | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 998 | $2.92 萬 | <0.1% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 885 | $2.91 萬 | <0.1% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,119 | $2.86 萬 | <0.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 177 | $2.78 萬 | <0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 82 | $2.77 萬 | <0.1% | – | – | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 446 | $2.76 萬 | <0.1% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 400 | $2.70 萬 | <0.1% | – | – | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 1,380 | $2.68 萬 | <0.1% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 314 | $2.63 萬 | <0.1% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 222 | $2.58 萬 | <0.1% | – | – | – |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 735 | $2.52 萬 | <0.1% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 668 | $2.51 萬 | <0.1% | – | – | – |
| EIXEdison International | Stock | 348 | $2.49 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 60 | $2.43 萬 | <0.1% | – | – | – |
| MMacy's, Inc. | COM | 1,159 | $2.33 萬 | <0.1% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 442 | $2.31 萬 | <0.1% | – | – | – |
| DXCMDexcom Inc | COM | 186 | $2.31 萬 | <0.1% | – | – | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 247 | $2.28 萬 | <0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 118 | $2.26 萬 | <0.1% | – | – | – |
| iShares Tr464288166 | AGENCY BOND ETF | 208 | $2.26 萬 | <0.1% | – | – | – |
| MDTMedtronic plc | Stock | 272 | $2.24 萬 | <0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 37 | $2.21 萬 | <0.1% | – | – | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 1,925 | $2.20 萬 | <0.1% | – | – | 歷史 |
| NIONIO Inc. | ADR | 2,397 | $2.17 萬 | <0.1% | – | – | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 1,572 | $2.09 萬 | <0.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 648 | $2.08 萬 | <0.1% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 844 | $2.07 萬 | <0.1% | – | – | – |