IMZ Advisory Inc
- SEC CIK
- 0002017735
- 最新申報
- 2026/7/7
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/7 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 37
- 較 2024 年第 2 季 +6
- 總值
- $2.16 億
- 較 2024 年第 2 季 +$1,582 萬 (+7.9%)
| 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 | 226,145 | $5,095 萬 | 23.6% | +25,072+12.5% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 475,584 | $2,171 萬 | 10.0% | −10,769−2.2% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 140,582 | $2,132 萬 | 9.9% | −6,347−4.3% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 381,203 | $1,924 萬 | 8.9% | +24,091+6.7% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 90,107 | $1,786 萬 | 8.3% | +1,854+2.1% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 191,774 | $1,743 萬 | 8.1% | +287+0.1% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 106,902 | $1,449 萬 | 6.7% | −6,827−6.0% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100,747 | $820.8 萬 | 3.8% | −9,237−8.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 93,387 | $735.7 萬 | 3.4% | +9,604+11.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 124,134 | $630.7 萬 | 2.9% | +15,158+13.9% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 63,404 | $590.8 萬 | 2.7% | −15,064−19.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 17,800 | $403.7 萬 | 1.9% | −127−0.7% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 43,398 | $352.9 萬 | 1.6% | +12,265+39.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 18,542 | $231.6 萬 | 1.1% | +294+1.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,175 | $215.3 萬 | 1.0% | +227+4.6% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 20,700 | $197.0 萬 | 0.9% | −4,871−19.0% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 43,092 | $187.5 萬 | 0.9% | −7,378−14.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,253 | $135.3 萬 | 0.6% | −28−0.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,100 | $97.0 萬 | 0.4% | +72+3.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,212 | $95.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,147 | $73.3 萬 | 0.3% | +4,147 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,060 | $69.4 萬 | 0.3% | −53−1.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 649 | $57.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 736 | $43.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 659 | $39.0 萬 | 0.2% | +57+9.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,737 | $36.7 萬 | 0.2% | +326+23.1% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,413 | $36.6 萬 | 0.2% | +2+0.1% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,221 | $34.8 萬 | 0.2% | +14+1.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,857 | $31.3 萬 | 0.1% | +45+2.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 536 | $30.9 萬 | 0.1% | −60−10.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 3,763 | $30.5 萬 | 0.1% | +10+0.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,042 | $30.3 萬 | 0.1% | +1,042 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 2,132 | $23.8 萬 | 0.1% | +2,132 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,378 | $23.3 萬 | 0.1% | +1,378 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 766 | $23.0 萬 | 0.1% | +766 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 370 | $21.6 萬 | 0.1% | +1+0.3% | 加碼 | – |
| DHIHorton D R Inc | COM | 1,118 | $20.6 萬 | 0.1% | +1,118 | 新進 | 歷史 |