Post Resch Tallon Group Inc.
- SEC CIK
- 0002054476
- 最新申報
- 2026/7/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 138
- 較 2026 年第 1 季 +20
- 總值
- $1.45 億
- 較 2026 年第 1 季 +$2,088 萬 (+16.9%)
| 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 | 20,005 | $1,498 萬 | 10.4% | −75−0.4% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 27,757 | $1,184 萬 | 8.2% | −320−1.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,426 | $841.4 萬 | 5.8% | +371+3.4% | 加碼 | – |
| BNLBroadstone Net Lease, Inc. | COM | 253,362 | $523.7 萬 | 3.6% | +3,394+1.4% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 33,841 | $501.9 萬 | 3.5% | −311−0.9% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 17,710 | $419.1 萬 | 2.9% | +623+3.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 60,612 | $409.5 萬 | 2.8% | −33−0.1% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 63,735 | $396.4 萬 | 2.7% | +1,821+2.9% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 52,702 | $350.2 萬 | 2.4% | −69−0.1% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 95,296 | $290.6 萬 | 2.0% | +1,668+1.8% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 33,644 | $281.8 萬 | 1.9% | −370−1.1% | 減碼 | – |
| EXELExelixis, Inc. | COM | 50,397 | $274.2 萬 | 1.9% | −6,400−11.3% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 17,207 | $251.9 萬 | 1.7% | +53+0.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,008 | $250.6 萬 | 1.7% | −1,040−17.2% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 30,333 | $245.2 萬 | 1.7% | +545+1.8% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 31,350 | $237.6 萬 | 1.6% | +703+2.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 13,609 | $229.3 萬 | 1.6% | +6,254+85.0% | 加碼 | – |
| GLWCorning Inc | COM | 8,943 | $228.4 萬 | 1.6% | −145−1.6% | 減碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 7,613 | $221.2 萬 | 1.5% | −180−2.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,790 | $178.7 萬 | 1.2% | +575+13.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,037 | $174.7 萬 | 1.2% | +28+0.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,632 | $172.7 萬 | 1.2% | +227+2.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 30,477 | $172.1 萬 | 1.2% | +2,385+8.5% | 加碼 | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 41,583 | $166.9 萬 | 1.2% | −400−1.0% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 9,738 | $163.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,125 | $144.1 萬 | 1.0% | +130+2.6% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 28,685 | $136.8 萬 | 0.9% | +2,431+9.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,276 | $129.6 萬 | 0.9% | +240+5.9% | 加碼 | – |
| CDXSCodexis, Inc. | COM | 563,478 | $127.3 萬 | 0.9% | −8,000−1.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,052 | $123.8 萬 | 0.9% | +5+0.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,563 | $112.3 萬 | 0.8% | −39−0.4% | 減碼 | 歷史 |
| ASURAsure Software Inc | COM | 138,871 | $110.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 78,545 | $108.6 萬 | 0.8% | +4,151+5.6% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 10,526 | $103.5 萬 | 0.7% | −285−2.6% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 22,522 | $102.5 萬 | 0.7% | −250−1.1% | 減碼 | – |
| NLYAnnaly Capital Management Inc | REIT | 41,174 | $92.1 萬 | 0.6% | +4,575+12.5% | 加碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 21,793 | $91.7 萬 | 0.6% | −320−1.4% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 2,472 | $91.1 萬 | 0.6% | +50+2.1% | 加碼 | 歷史 |
| UBCPUnited Bancorp Inc | COM | 55,675 | $88.4 萬 | 0.6% | +12,500+29.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,460 | $82.5 萬 | 0.6% | +125+3.7% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 8,038 | $77.5 萬 | 0.5% | +150+1.9% | 加碼 | – |
| PFEPfizer Inc | Stock | 30,542 | $73.5 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 7,085 | $68.2 萬 | 0.5% | −180−2.5% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 12,136 | $62.8 萬 | 0.4% | +20.0% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 521 | $61.2 萬 | 0.4% | −3−0.6% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,286 | $60.8 萬 | 0.4% | +2,119+34.4% | 加碼 | – |
| Siren ETF Tr829658301 | DIVCN LDRS ETF | 6,565 | $60.2 萬 | 0.4% | −150−2.2% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 17,491 | $55.9 萬 | 0.4% | +17,491 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,313 | $55.2 萬 | 0.4% | +43+3.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,468 | $54.9 萬 | 0.4% | −12−0.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 734 | $54.8 萬 | 0.4% | +242+49.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,116 | $53.3 萬 | 0.4% | −50−4.3% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 5,108 | $53.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 53,606 | $52.6 萬 | 0.4% | +14,234+36.2% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,161 | $50.8 萬 | 0.4% | +1,161 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,968 | $50.0 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 3,552 | $49.6 萬 | 0.3% | +3,552 | 新進 | 歷史 |
| PKPark Hotels & Resorts Inc. | COM | 34,318 | $48.9 萬 | 0.3% | +6,648+24.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 18,968 | $48.7 萬 | 0.3% | −25−0.1% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,422 | $44.0 萬 | 0.3% | −85−2.4% | 減碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 6,400 | $43.3 萬 | 0.3% | +150+2.4% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 1,664 | $41.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,864 | $41.0 萬 | 0.3% | −35−0.5% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 4,502 | $40.9 萬 | 0.3% | −77−1.7% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 1,017 | $38.4 萬 | 0.3% | −265−20.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,067 | $38.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,044 | $37.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HPSJohn Hancock Preferred Income Fund III | COM | 25,836 | $37.6 萬 | 0.3% | +27+0.1% | 加碼 | 歷史 |
| EVGEaton Vance Short Duration Diversified Income Fund | COM | 34,607 | $37.3 萬 | 0.3% | +6,924+25.0% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,448 | $37.0 萬 | 0.3% | −20−1.4% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,103 | $35.6 萬 | 0.2% | −7−0.3% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,974 | $35.4 萬 | 0.2% | −80−2.6% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,119 | $35.3 萬 | 0.2% | −165−2.6% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 300 | $34.6 萬 | 0.2% | +300 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 4,231 | $34.4 萬 | 0.2% | +152+3.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 583 | $33.9 萬 | 0.2% | +583 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 2,971 | $33.6 萬 | 0.2% | +50+1.7% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,533 | $33.6 萬 | 0.2% | 00.0% | 不變 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 5,750 | $33.5 萬 | 0.2% | +300+5.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 486 | $33.4 萬 | 0.2% | +486 | 新進 | – |
| KEYKeycorp | COM | 14,146 | $32.6 萬 | 0.2% | +400+2.9% | 加碼 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 11,074 | $32.4 萬 | 0.2% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 422 | $32.2 萬 | 0.2% | +422 | 新進 | 歷史 |
| RCATRed Cat Holdings, Inc. | Stock | 30,200 | $32.2 萬 | 0.2% | +1,405+4.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 2,040 | $31.0 萬 | 0.2% | −75−3.5% | 減碼 | – |
| CATCaterpillar Inc | Stock | 290 | $30.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Tidal Trust III45259A852 | ROCKEFELLER NEW | 12,341 | $30.6 萬 | 0.2% | +12,341 | 新進 | – |
| OPPRiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | COM | 39,418 | $30.4 萬 | 0.2% | +9,602+32.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 821 | $29.0 萬 | 0.2% | +11+1.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,981 | $28.7 萬 | 0.2% | −151−4.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 807 | $28.5 萬 | 0.2% | +51+6.7% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,492 | $28.4 萬 | 0.2% | +1,492 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 779 | $27.8 萬 | 0.2% | −24−3.0% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 12,500 | $27.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,729 | $26.8 萬 | 0.2% | +50+1.4% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 1,681 | $26.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 2,540 | $26.3 萬 | 0.2% | +2,540 | 新進 | 歷史 |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 11,943 | $25.9 萬 | 0.2% | −220−1.8% | 減碼 | – |
| METMetlife Inc | Stock | 3,056 | $25.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PAASPan American Silver Corp | Stock | 5,700 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（5 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DMRCDigimarc Corp | COM | 163,165 | $80.1 萬 | 0.6% | 歷史 |
| EP.PCKinder Morgan, Inc. | Convertible Preferred | 17,491 | $57.9 萬 | 0.5% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,500 | $22.1 萬 | 0.2% | 歷史 |
| MQMarqeta, Inc. | CLASS A COM | 27,500 | $11.2 萬 | 0.1% | 歷史 |
| CDLXCardlytics, Inc. | COM | 20,000 | $2.00 萬 | <0.1% | 歷史 |