IMZ Advisory Inc
- SEC CIK
- 0002017735
- 最新申報
- 2026/7/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/12 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 31
- 較 2024 年第 1 季 +1
- 總值
- $2.00 億
- 較 2024 年第 1 季 +$643.4 萬 (+3.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 201,073 | $4,549 萬 | 22.7% | +11,037+5.8% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 146,929 | $2,141 萬 | 10.7% | −2,271−1.5% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 486,353 | $1,999 萬 | 10.0% | +42,962+9.7% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 357,112 | $1,802 萬 | 9.0% | +10,292+3.0% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 191,487 | $1,640 萬 | 8.2% | +3,841+2.0% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 88,253 | $1,610 萬 | 8.0% | +746+0.9% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 113,729 | $1,386 萬 | 6.9% | −3,177−2.7% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 109,984 | $842.3 萬 | 4.2% | −7,711−6.6% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 78,468 | $715.2 萬 | 3.6% | +7,821+11.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 83,783 | $647.4 萬 | 3.2% | +5,194+6.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 108,976 | $553.0 萬 | 2.8% | −2,723−2.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 17,927 | $377.6 萬 | 1.9% | +195+1.1% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 25,571 | $225.8 萬 | 1.1% | −10,206−28.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 18,248 | $225.4 萬 | 1.1% | −92−0.5% | 減碼依 10 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,948 | $221.2 萬 | 1.1% | +49+1.0% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 31,133 | $212.1 萬 | 1.1% | −17,660−36.2% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 50,470 | $193.9 萬 | 1.0% | −11,871−19.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,281 | $140.7 萬 | 0.7% | +15+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,028 | $82.5 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,212 | $72.8 萬 | 0.4% | −353−7.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,113 | $66.7 萬 | 0.3% | −6−0.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 649 | $58.7 萬 | 0.3% | +1+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 736 | $37.1 萬 | 0.2% | −20−2.6% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,411 | $36.3 萬 | 0.2% | −1,461−37.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,812 | $33.2 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 596 | $32.6 萬 | 0.2% | +29+5.1% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 602 | $30.7 萬 | 0.2% | −15−2.4% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,207 | $28.8 萬 | 0.1% | +6+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,411 | $28.5 萬 | 0.1% | +9+0.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,753 | $25.4 萬 | 0.1% | +25+0.7% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 369 | $21.3 萬 | 0.1% | +369 | 新進 | – |