IMZ Advisory Inc
- SEC CIK
- 0002017735
- 最新申報
- 2026/7/7
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 37
- 較 2024 年第 3 季 0
- 總值
- $2.19 億
- 較 2024 年第 3 季 +$300.6 萬 (+1.4%)
| 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 | 227,910 | $5,299 萬 | 24.2% | +1,765+0.8% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 481,764 | $2,328 萬 | 10.6% | +6,180+1.3% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 143,230 | $1,970 萬 | 9.0% | +2,648+1.9% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 86,674 | $1,945 萬 | 8.9% | −3,433−3.8% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 370,279 | $1,865 萬 | 8.5% | −10,924−2.9% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 189,079 | $1,830 萬 | 8.4% | −2,695−1.4% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 107,111 | $1,411 萬 | 6.4% | +209+0.2% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 105,587 | $830.0 萬 | 3.8% | +4,840+4.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 96,302 | $751.3 萬 | 3.4% | +2,915+3.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 101,959 | $517.0 萬 | 2.4% | −22,175−17.9% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 54,648 | $468.1 萬 | 2.1% | −8,756−13.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 17,575 | $440.1 萬 | 2.0% | −225−1.3% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 54,944 | $415.9 萬 | 1.9% | +11,546+26.6% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 65,864 | $267.9 萬 | 1.2% | +22,772+52.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 18,446 | $247.7 萬 | 1.1% | −96−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,206 | $219.4 萬 | 1.0% | +31+0.6% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 20,553 | $172.9 萬 | 0.8% | −147−0.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,043 | $154.5 萬 | 0.7% | −210−2.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,100 | $95.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,212 | $92.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,672 | $62.0 萬 | 0.3% | −1,475−35.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 662 | $51.1 萬 | 0.2% | +13+2.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,116 | $49.7 萬 | 0.2% | +56+1.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 737 | $43.2 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,783 | $42.8 萬 | 0.2% | +46+2.6% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,414 | $38.5 萬 | 0.2% | +10.0% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,221 | $35.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 3,763 | $34.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 662 | $33.5 萬 | 0.2% | +3+0.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,738 | $33.1 萬 | 0.2% | −119−6.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 538 | $31.7 萬 | 0.1% | +2+0.4% | 加碼 | – |
| CBChubb Ltd | Stock | 1,042 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 2,141 | $26.5 萬 | 0.1% | +9+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,386 | $23.2 萬 | 0.1% | +8+0.6% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 370 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 506 | $20.4 萬 | 0.1% | +506 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 770 | $20.3 萬 | 0.1% | +4+0.5% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（1 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。