Breakthru Advisory Services, LLC
- SEC CIK
- 0002055645
- 最新申報
- 2026/7/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 9
- 較 2025 年第 1 季 0
- 總值
- $6,467 萬
- 較 2025 年第 1 季 $0 (0.0%)
| 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 | 28,286 | $1,589 萬 | 24.6% | 00.0% | 不變 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 193,146 | $1,131 萬 | 17.5% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 79,209 | $1,038 萬 | 16.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 216,531 | $725.4 萬 | 11.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 304,530 | $574.6 萬 | 8.9% | 00.0% | 不變 | – |
| Exchange Traded Concepts Tru301505475 | RANG NUCL RE ETF | 128,464 | $489.8 萬 | 7.6% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 161,001 | $478.0 萬 | 7.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q309 | HIGH INCM STRGC | 93,970 | $415.8 萬 | 6.4% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,217 | $24.8 萬 | 0.4% | 00.0% | 不變 | – |