Post Resch Tallon Group Inc.
- SEC CIK
- 0002054476
- 最新申報
- 2026/7/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/8 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 118
- 較 2025 年第 4 季 +9
- 總值
- $1.24 億
- 較 2025 年第 4 季 +$531.3 萬 (+4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 20,080 | $1,321 萬 | 10.7% | +498+2.5% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 28,077 | $1,048 萬 | 8.5% | +1,104+4.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,055 | $644.7 萬 | 5.2% | +266+2.5% | 加碼 | – |
| BNLBroadstone Net Lease, Inc. | COM | 249,968 | $455.7 萬 | 3.7% | −2,590−1.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 34,152 | $427.1 萬 | 3.5% | +1,636+5.0% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 61,914 | $386.8 萬 | 3.1% | +1,910+3.2% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 17,087 | $368.9 萬 | 3.0% | −15−0.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 60,645 | $361.4 萬 | 2.9% | +3,431+6.0% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 52,771 | $312.9 萬 | 2.5% | +4,824+10.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,048 | $289.6 萬 | 2.3% | −128−2.1% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 93,628 | $283.7 萬 | 2.3% | +8,801+10.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 34,014 | $258.9 萬 | 2.1% | −1,953−5.4% | 減碼 | – |
| EXELExelixis, Inc. | COM | 56,797 | $246.6 萬 | 2.0% | +4,621+8.9% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 17,154 | $221.6 萬 | 1.8% | +165+1.0% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 30,647 | $215.6 萬 | 1.7% | +325+1.1% | 加碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 29,788 | $205.4 萬 | 1.7% | +190+0.6% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 9,738 | $201.8 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 7,793 | $195.6 萬 | 1.6% | −560−6.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 28,092 | $158.4 萬 | 1.3% | −1,050−3.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,215 | $156.8 萬 | 1.3% | +607+16.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,009 | $152.7 萬 | 1.2% | +501+9.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,047 | $150.4 萬 | 1.2% | +413+4.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,405 | $148.1 萬 | 1.2% | +344+4.3% | 加碼 | 歷史 |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 41,983 | $142.7 萬 | 1.2% | +725+1.8% | 加碼 | – |
| GLWCorning Inc | COM | 9,088 | $126.3 萬 | 1.0% | +2,150+31.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,995 | $121.2 萬 | 1.0% | +183+3.8% | 加碼 | 歷史 |
| ASURAsure Software Inc | COM | 138,871 | $119.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 26,254 | $114.9 萬 | 0.9% | −350−1.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,036 | $106.4 萬 | 0.9% | +199+5.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 2,422 | $105.5 萬 | 0.9% | +250+11.5% | 加碼 | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 74,394 | $105.0 萬 | 0.8% | −1,426−1.9% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 22,772 | $103.9 萬 | 0.8% | +266+1.2% | 加碼 | – |
| PAYXPaychex Inc | Stock | 10,811 | $98.6 萬 | 0.8% | +605+5.9% | 加碼 | 歷史 |
| CDXSCodexis, Inc. | COM | 571,478 | $97.5 萬 | 0.8% | +59,730+11.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 7,355 | $94.0 萬 | 0.8% | +7,355 | 新進 | – |
| PFEPfizer Inc | Stock | 30,541 | $86.4 萬 | 0.7% | +150.0% | 加碼 | 歷史 |
| DMRCDigimarc Corp | COM | 163,165 | $80.1 萬 | 0.6% | +24,382+17.6% | 加碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 36,599 | $77.6 萬 | 0.6% | −310−0.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,602 | $75.4 萬 | 0.6% | −516−5.1% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 7,888 | $73.1 萬 | 0.6% | +530+7.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,335 | $70.2 萬 | 0.6% | +156+4.9% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 5,108 | $65.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UBCPUnited Bancorp Inc | COM | 43,175 | $65.7 萬 | 0.5% | +250+0.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 7,265 | $65.1 萬 | 0.5% | +100+1.4% | 加碼 | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 22,113 | $60.4 萬 | 0.5% | +1,310+6.3% | 加碼 | – |
| EP.PCKinder Morgan, Inc. | Convertible Preferred | 17,491 | $57.9 萬 | 0.5% | +17,491 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 12,134 | $57.1 萬 | 0.5% | −300−2.4% | 減碼 | – |
| Siren ETF Tr829658301 | DIVCN LDRS ETF | 6,715 | $52.0 萬 | 0.4% | 00.0% | 不變 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 18,993 | $49.2 萬 | 0.4% | +690+3.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,967 | $48.5 萬 | 0.4% | +24+1.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,270 | $47.7 萬 | 0.4% | +49+4.0% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 524 | $47.0 萬 | 0.4% | +524 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,167 | $45.3 萬 | 0.4% | −291−4.5% | 減碼 | – |
| GEGeneral Electric Co | Stock | 1,480 | $43.1 萬 | 0.3% | +520+54.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,507 | $42.7 萬 | 0.3% | +108+3.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,282 | $40.4 萬 | 0.3% | −9−0.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,166 | $40.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,284 | $38.8 萬 | 0.3% | +239+4.0% | 加碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 6,250 | $38.8 萬 | 0.3% | +260+4.3% | 加碼 | – |
| RCATRed Cat Holdings, Inc. | Stock | 28,795 | $37.9 萬 | 0.3% | +1,300+4.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,110 | $37.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,899 | $37.5 萬 | 0.3% | −275−3.8% | 減碼 | – |
| AMGNAmgen Inc | Stock | 1,044 | $37.0 萬 | 0.3% | +8+0.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,664 | $36.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 4,579 | $36.5 萬 | 0.3% | −325−6.6% | 減碼 | – |
| HPSJohn Hancock Preferred Income Fund III | COM | 25,809 | $36.5 萬 | 0.3% | +26+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,921 | $36.1 萬 | 0.3% | +5+0.2% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,468 | $35.3 萬 | 0.3% | +1,468 | 新進 | 歷史 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 39,372 | $34.6 萬 | 0.3% | +227+0.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 492 | $32.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 11,074 | $31.7 萬 | 0.3% | −300−2.6% | 減碼 | – |
| PAASPan American Silver Corp | Stock | 5,700 | $31.6 萬 | 0.3% | +1,500+35.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,079 | $30.9 萬 | 0.2% | +158+4.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,054 | $30.3 萬 | 0.2% | +9+0.3% | 加碼 | – |
| SNDXSyndax Pharmaceuticals Inc | COM | 12,500 | $30.2 萬 | 0.2% | −10,300−45.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 3,132 | $29.9 萬 | 0.2% | −302−8.8% | 減碼 | – |
| VRTVertiv Holdings Co | COM CL A | 1,130 | $29.6 萬 | 0.2% | +1,130 | 新進 | 歷史 |
| EVGEaton Vance Short Duration Diversified Income Fund | COM | 27,683 | $29.5 萬 | 0.2% | −452−1.6% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,533 | $29.5 萬 | 0.2% | −100−6.1% | 減碼 | – |
| PKPark Hotels & Resorts Inc. | COM | 27,670 | $28.9 萬 | 0.2% | −2,080−7.0% | 減碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 5,450 | $28.7 萬 | 0.2% | 00.0% | 不變 | – |
| SMSM Energy Co | COM | 9,200 | $28.1 萬 | 0.2% | +9,200 | 新進 | 歷史 |
| KEYKeycorp | COM | 13,746 | $27.9 萬 | 0.2% | −165−1.2% | 減碼 | 歷史 |
| AQNAlgonquin Power & Utilities Corp. | COM | 43,000 | $27.1 萬 | 0.2% | +16,000+59.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,067 | $26.8 萬 | 0.2% | +2,067 | 新進 | 歷史 |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 12,163 | $26.8 萬 | 0.2% | −550−4.3% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,419 | $26.6 萬 | 0.2% | +4,419 | 新進 | – |
| HDHome Depot, Inc. | Stock | 810 | $26.6 萬 | 0.2% | +37+4.8% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,700 | $26.2 萬 | 0.2% | −654−10.3% | 減碼 | – |
| CHRDChord Energy Corp | COM NEW | 1,858 | $26.1 萬 | 0.2% | +1,858 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 1,681 | $26.1 萬 | 0.2% | −8−0.5% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 2,115 | $25.9 萬 | 0.2% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 3,679 | $23.9 萬 | 0.2% | +3,679 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 803 | $23.7 萬 | 0.2% | +101+14.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,609 | $23.0 萬 | 0.2% | +4,609 | 新進 | 歷史 |
| OPPRiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | COM | 29,816 | $22.9 萬 | 0.2% | +12,469+71.9% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,500 | $22.7 萬 | 0.2% | 00.0% | 不變 | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 3,340 | $22.5 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 756 | $22.2 萬 | 0.2% | +53+7.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,500 | $22.1 萬 | 0.2% | −182−10.8% | 減碼 | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2025 年第 4 季之後清倉（7 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KMIKinder Morgan, Inc. | Stock | 17,625 | $48.5 萬 | 0.4% | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 2,181 | $26.4 萬 | 0.2% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,785 | $22.0 萬 | 0.2% | – |
| ABTAbbott Laboratories | Stock | 1,752 | $22.0 萬 | 0.2% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 350 | $21.9 萬 | 0.2% | – |
| LLYEli Lilly & Co | Stock | 204 | $21.9 萬 | 0.2% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,392 | $20.0 萬 | 0.2% | – |