Auctus Advisors LLC
- SEC CIK
- 0002042516
- 最新申報
- 2026/8/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/24 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 29
- 較 2025 年第 4 季 +3
- 總值
- $1.05 億
- 較 2025 年第 4 季 −$309.1 萬 (−2.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 949,617 | $4,406 萬 | 41.8% | −6,905−0.7% | 減碼 | – |
| Harbor ETF Trust41151J406 | LONG TERM GROWER | 1,373,308 | $3,808 萬 | 36.1% | +33,378+2.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 38,345 | $973.2 萬 | 9.2% | −4,673−10.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 17,223 | $137.1 萬 | 1.3% | +13,551+369.0% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 20,828 | $105.4 萬 | 1.0% | +20,828 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 2,381 | $102.5 萬 | 1.0% | +15+0.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,055 | $87.6 萬 | 0.8% | +102+3.5% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 10,000 | $85.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,290 | $84.8 萬 | 0.8% | −103−4.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,468 | $70.3 萬 | 0.7% | +1+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 12,099 | $63.9 萬 | 0.6% | +12,099 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,099 | $54.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 13,284 | $51.0 萬 | 0.5% | +311+2.4% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 2,500 | $45.6 萬 | 0.4% | +2,500 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 15,502 | $45.2 萬 | 0.4% | +3,444+28.6% | 加碼 | – |
| OCOwens Corning | Stock | 4,157 | $45.0 萬 | 0.4% | −240−5.5% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,833 | $43.8 萬 | 0.4% | −562−10.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,242 | $35.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,150 | $35.6 萬 | 0.3% | −250−17.9% | 減碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 8,076 | $34.4 萬 | 0.3% | +114+1.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,165 | $34.3 萬 | 0.3% | −807−40.9% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,429 | $29.3 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,007 | $28.9 萬 | 0.3% | −86−7.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 499 | $28.5 萬 | 0.3% | −33−6.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 285 | $28.4 萬 | 0.3% | −155−35.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,187 | $24.7 萬 | 0.2% | −502−29.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,597 | $24.3 萬 | 0.2% | 00.0% | 不變 | – |
| HEIHeico Corp | COM | 772 | $21.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM NEW | 15,548 | $6.48 萬 | 0.1% | −16,125−50.9% | 減碼 | 歷史 |