Auctus Advisors LLC
- SEC CIK
- 0002042516
- 最新申報
- 2026/8/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 34
- 較 2026 年第 1 季 +5
- 總值
- $1.19 億
- 較 2026 年第 1 季 +$1,347 萬 (+12.8%)
| 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 | 944,825 | $4,814 萬 | 40.5% | −4,792−0.5% | 減碼 | – |
| Harbor ETF Trust41151J406 | LONG TERM GROWER | 1,414,610 | $4,593 萬 | 38.6% | +41,302+3.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 30,856 | $892.9 萬 | 7.5% | −7,489−19.5% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 49,605 | $250.9 萬 | 2.1% | +28,777+138.2% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 12,724 | $105.1 萬 | 0.9% | −4,499−26.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,953 | $104.3 萬 | 0.9% | −102−3.3% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 10,000 | $91.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,890 | $70.5 萬 | 0.6% | −400−17.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,099 | $62.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 13,888 | $61.8 萬 | 0.5% | +604+4.5% | 加碼 | – |
| OCOwens Corning | Stock | 3,881 | $61.7 萬 | 0.5% | −276−6.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 17,467 | $59.1 萬 | 0.5% | +1,965+12.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,168 | $58.4 萬 | 0.5% | −300−20.4% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 12,099 | $49.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,833 | $46.7 萬 | 0.4% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,242 | $44.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,150 | $43.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 8,757 | $43.2 萬 | 0.4% | +681+8.4% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 2,000 | $40.1 萬 | 0.3% | −500−20.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,165 | $38.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,429 | $33.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,028 | $32.5 萬 | 0.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,985 | $30.1 萬 | 0.3% | +2,985 | 新進 | – |
| Schwab Strategic Tr808524623 | ULTRA SHORT INCM | 11,928 | $30.0 萬 | 0.3% | +11,928 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 1,197 | $28.5 萬 | 0.2% | +10+0.8% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 772 | $27.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 5,122 | $27.0 萬 | 0.2% | +5,122 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 285 | $26.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,427 | $26.4 萬 | 0.2% | −170−4.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 449 | $25.3 萬 | 0.2% | −50−10.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 583 | $21.6 萬 | 0.2% | +583 | 新進 | – |
| Ssga Active Tr78470P630 | SST BRIDGEWATER | 6,975 | $20.4 萬 | 0.2% | +6,975 | 新進 | – |
| WSOWatsco Inc | COM | 480 | $20.0 萬 | 0.2% | +480 | 新進 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM NEW | 20,344 | $6.94 萬 | 0.1% | +4,796+30.8% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。