Persium Advisors, LLC
- SEC CIK
- 0002033683
- 最新申報
- 2026/8/6
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/13 申報。只含多頭部位。
- 持股檔數
- 58
- 2024 年第 3 季沒有申報
- 總值
- $1.01 億
- 2024 年第 3 季沒有申報
Persium Advisors, LLC 沒有申報 2024 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 |
|---|---|---|---|---|---|---|---|
| Schwab International Equity ETF808524805 | ETF | 1,230,007 | $2,276 萬 | 22.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 708,422 | $1,974 萬 | 19.5% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 730,712 | $1,905 萬 | 18.8% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 92,518 | $808.0 萬 | 8.0% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,367 | $247.7 萬 | 2.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 4,972 | $124.5 萬 | 1.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 10,267 | $101.8 萬 | 1.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,192 | $92.4 萬 | 0.9% | – | – | 歷史 |
| TAT&T Inc. | Stock | 38,392 | $87.4 萬 | 0.9% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,466 | $83.1 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,616 | $79.3 萬 | 0.8% | – | – | 歷史 |
| DELLDell Technologies Inc. | Stock | 6,477 | $74.6 萬 | 0.7% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,846 | $74.1 萬 | 0.7% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 12,432 | $73.6 萬 | 0.7% | – | – | 歷史 |
| INTCIntel Corp | Stock | 34,317 | $68.8 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 6,081 | $68.8 萬 | 0.7% | – | – | 歷史 |
| METMetlife Inc | Stock | 8,382 | $68.6 萬 | 0.7% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,088 | $67.9 萬 | 0.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 7,512 | $67.9 萬 | 0.7% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,901 | $65.5 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 16,369 | $65.5 萬 | 0.6% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,813 | $65.2 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,375 | $64.6 萬 | 0.6% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 5,914 | $63.7 萬 | 0.6% | – | – | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 22,001 | $62.8 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,060 | $62.1 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,672 | $61.0 萬 | 0.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,819 | $60.8 萬 | 0.6% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 118 | $58.6 萬 | 0.6% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 7,266 | $58.0 萬 | 0.6% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,991 | $57.7 萬 | 0.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 6,264 | $57.2 萬 | 0.6% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 14,801 | $55.5 萬 | 0.5% | – | – | 歷史 |
| RTXRTX Corp | Stock | 4,795 | $55.5 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,736 | $54.9 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,174 | $53.2 萬 | 0.5% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,883 | $53.0 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,783 | $52.7 萬 | 0.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,809 | $52.4 萬 | 0.5% | – | – | 歷史 |
| SYYSysco Corp | Stock | 6,573 | $50.3 萬 | 0.5% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,899 | $50.0 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 986 | $49.9 萬 | 0.5% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,725 | $49.6 萬 | 0.5% | – | – | 歷史 |
| RIORio Tinto PLC | ADR | 7,178 | $42.2 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 5,191 | $39.3 萬 | 0.4% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 3,002 | $34.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,499 | $32.4 萬 | 0.3% | – | – | – |
| CVSCVS Health Corp | Stock | 7,190 | $32.3 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,592 | $29.5 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,057 | $29.0 萬 | 0.3% | – | – | – |
| STLAStellantis N.V. | SHS | 20,116 | $26.3 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,348 | $25.7 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 3,175 | $25.5 萬 | 0.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,406 | $24.4 萬 | 0.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,126 | $21.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 738 | $21.4 萬 | 0.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 910 | $20.1 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 497 | $20.1 萬 | 0.2% | – | – | 歷史 |