Breakthru Advisory Services, LLC
- SEC CIK
- 0002055645
- 最新申報
- 2026/7/23
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/18 申報。只含多頭部位。
- 持股檔數
- 54
- 2024 年第 3 季沒有申報
- 總值
- $1.10 億
- 2024 年第 3 季沒有申報
Breakthru Advisory Services, 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 29,601 | $1,743 萬 | 15.8% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 202,555 | $1,198 萬 | 10.8% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 83,595 | $1,101 萬 | 10.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,292 | $837.6 萬 | 7.6% | – | – | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 220,230 | $789.5 萬 | 7.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 314,310 | $590.0 萬 | 5.3% | – | – | – |
| Exchange Traded Concepts Tru301505475 | RANG NUCL RE ETF | 135,311 | $553.7 萬 | 5.0% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 160,916 | $490.3 萬 | 4.4% | – | – | – |
| First Tr Exchange-Traded FD33739Q309 | HIGH INCM STRGC | 98,106 | $429.5 萬 | 3.9% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 15,644 | $345.7 萬 | 3.1% | – | – | – |
| AAPLApple Inc. | Stock | 11,719 | $293.5 萬 | 2.7% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 36,718 | $277.6 萬 | 2.5% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 27,110 | $272.0 萬 | 2.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,548 | $233.8 萬 | 2.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 15,799 | $212.2 萬 | 1.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,371 | $117.8 萬 | 1.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,491 | $85.5 萬 | 0.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,513 | $85.4 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,408 | $82.4 萬 | 0.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,490 | $80.9 萬 | 0.7% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,077 | $64.8 萬 | 0.6% | – | – | – |
| TSLATesla, Inc. | Stock | 1,575 | $63.6 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,545 | $61.0 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,329 | $60.2 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,763 | $55.7 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,361 | $52.9 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 5,826 | $52.6 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 5,929 | $52.1 萬 | 0.5% | – | – | – |
| LLYEli Lilly & Co | Stock | 615 | $47.5 萬 | 0.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 811 | $41.0 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 431 | $39.5 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 14,607 | $37.3 萬 | 0.3% | – | – | – |
| BACBank of America Corp | Stock | 8,452 | $37.1 萬 | 0.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,049 | $36.9 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 697 | $36.7 萬 | 0.3% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 2,840 | $35.7 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,223 | $35.5 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 379 | $33.8 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,048 | $32.8 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,920 | $32.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,069 | $29.5 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,744 | $29.2 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,608 | $28.6 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,190 | $27.0 萬 | 0.2% | – | – | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 4,075 | $26.8 萬 | 0.2% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 3,329 | $26.7 萬 | 0.2% | – | – | – |
| First Tr Exch Traded FD III33739P889 | HORIZON DMST ETF | 6,870 | $25.7 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 2,870 | $24.9 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 4,784 | $24.5 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 2,939 | $21.1 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 3,199 | $20.3 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 2,136 | $20.3 萬 | 0.2% | – | – | – |
| LUMNLumen Technologies, Inc. | Stock | 20,080 | $10.7 萬 | 0.1% | – | – | 歷史 |
| BDNBrandywine Realty Trust | SH BEN INT NEW | 10,043 | $5.62 萬 | 0.1% | – | – | 歷史 |