Moment Partners, LLC
- SEC CIK
- 0002055889
- 最新申報
- 2026/7/29
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 119
- 較 2025 年第 2 季 +5
- 總值
- $5.65 億
- 較 2025 年第 2 季 +$3,253 萬 (+6.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 161,673 | $1.08 億 | 19.0% | −1,232−0.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 504,601 | $9,572 萬 | 16.9% | −5,778−1.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 86,771 | $5,209 萬 | 9.2% | −1,419−1.6% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 183,049 | $5,159 萬 | 9.1% | −1,789−1.0% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 250,408 | $3,558 萬 | 6.3% | −2,528−1.0% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 370,341 | $3,551 萬 | 6.3% | −4,695−1.3% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 283,110 | $2,349 萬 | 4.2% | −1200.0% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 204,416 | $2,058 萬 | 3.6% | −334−0.2% | 減碼 | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 424,135 | $1,937 萬 | 3.4% | −2,766−0.6% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 78,841 | $1,533 萬 | 2.7% | −845−1.1% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 276,016 | $935.4 萬 | 1.7% | +3,895+1.4% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 140,249 | $648.5 萬 | 1.1% | +900+0.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 18,876 | $480.6 萬 | 0.9% | +1,043+5.8% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 37,363 | $470.6 萬 | 0.8% | −820−2.1% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 67,116 | $402.1 萬 | 0.7% | +1,189+1.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,679 | $397.8 萬 | 0.7% | +297+4.0% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 40,847 | $374.8 萬 | 0.7% | +249+0.6% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 23,158 | $337.2 萬 | 0.6% | −441−1.9% | 減碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 120,168 | $311.2 萬 | 0.6% | −5,406−4.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,918 | $249.8 萬 | 0.4% | +131+1.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,276 | $201.2 萬 | 0.4% | +2,380+40.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,749 | $180.8 萬 | 0.3% | +96+1.0% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 11,160 | $177.4 萬 | 0.3% | +1,793+19.1% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 16,732 | $150.0 萬 | 0.3% | +121+0.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,780 | $145.2 萬 | 0.3% | +998+14.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 15,225 | $142.6 萬 | 0.3% | +155+1.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 5,806 | $134.4 萬 | 0.2% | −23−0.4% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,000 | $132.9 萬 | 0.2% | −4−0.1% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 8,038 | $132.3 萬 | 0.2% | −297−3.6% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,703 | $127.2 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,703 | $125.1 萬 | 0.2% | +61+3.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,981 | $123.9 萬 | 0.2% | +17+0.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,758 | $121.5 萬 | 0.2% | +206+1.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,792 | $119.9 萬 | 0.2% | −9−0.5% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 17,613 | $118.5 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 4,556 | $111.0 萬 | 0.2% | +1,100+31.8% | 加碼 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 7,865 | $106.7 萬 | 0.2% | −88−1.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,365 | $104.1 萬 | 0.2% | −12−0.9% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,532 | $103.7 萬 | 0.2% | +48+1.4% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,728 | $103.0 萬 | 0.2% | +560+47.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,386 | $96.7 萬 | 0.2% | −87−0.9% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 6,911 | $87.6 萬 | 0.2% | +98+1.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,563 | $87.5 萬 | 0.2% | +1,036+67.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,960 | $86.9 萬 | 0.2% | +8+0.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,816 | $86.7 萬 | 0.2% | +56+3.2% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,193 | $83.3 萬 | 0.1% | −5−0.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 650 | $77.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,501 | $76.4 萬 | 0.1% | +40+1.6% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,151 | $73.4 萬 | 0.1% | +29+1.4% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,406 | $72.2 萬 | 0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 2,858 | $71.8 萬 | 0.1% | −6−0.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,426 | $71.7 萬 | 0.1% | +635+80.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,041 | $70.8 萬 | 0.1% | −6−0.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,174 | $69.3 萬 | 0.1% | +88+1.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 5,009 | $68.1 萬 | 0.1% | +51+1.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 852 | $67.8 萬 | 0.1% | +46+5.7% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 6,059 | $67.7 萬 | 0.1% | +125+2.1% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 3,339 | $65.4 萬 | 0.1% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 800 | $61.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,069 | $60.8 萬 | 0.1% | −7−0.3% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 4,750 | $59.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,200 | $56.2 萬 | 0.1% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 7,705 | $56.1 萬 | 0.1% | +3,580+86.8% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,233 | $54.9 萬 | 0.1% | −21−0.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,230 | $54.0 萬 | 0.1% | −216−8.8% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,623 | $52.8 萬 | 0.1% | +44+1.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 3,385 | $52.0 萬 | 0.1% | +91+2.8% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,615 | $48.5 萬 | 0.1% | +22+1.4% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,088 | $48.4 萬 | 0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 3,594 | $47.2 萬 | 0.1% | −23−0.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,169 | $47.0 萬 | 0.1% | −8−0.2% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 976 | $46.4 萬 | 0.1% | +15+1.6% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 950 | $45.6 萬 | 0.1% | −151−13.7% | 減碼 | – |
| BROBrown & Brown, Inc. | Stock | 4,632 | $43.4 萬 | 0.1% | +136+3.0% | 加碼 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 7,375 | $43.3 萬 | 0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 1,827 | $43.3 萬 | 0.1% | +396+27.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,378 | $41.9 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,033 | $41.9 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,648 | $41.8 萬 | 0.1% | +184+5.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 4,180 | $39.8 萬 | 0.1% | +424+11.3% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 1,911 | $39.2 萬 | 0.1% | +38+2.0% | 加碼 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 13,841 | $39.1 萬 | 0.1% | +66+0.5% | 加碼 | – |
| TSCOTractor Supply Co | COM | 6,870 | $39.1 萬 | 0.1% | +170+2.5% | 加碼 | 歷史 |
| CMSCMS Energy Corp | COM | 5,260 | $38.5 萬 | 0.1% | +246+4.9% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,268 | $38.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,736 | $37.9 萬 | 0.1% | +92+2.0% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,528 | $37.7 萬 | 0.1% | −18−1.2% | 減碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 4,000 | $37.3 萬 | 0.1% | 00.0% | 不變 | – |
| CORCencora, Inc. | Stock | 1,154 | $36.1 萬 | 0.1% | −12−1.0% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 475 | $36.0 萬 | 0.1% | +22+4.9% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,407 | $35.2 萬 | 0.1% | +53+2.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,230 | $34.7 萬 | 0.1% | +27+2.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,223 | $33.4 萬 | 0.1% | +38+3.2% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,080 | $31.4 萬 | 0.1% | +2,080 | 新進 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 3,300 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 3,907 | $29.8 萬 | 0.1% | +3,907 | 新進 | – |
| TSLATesla, Inc. | Stock | 670 | $29.8 萬 | 0.1% | +35+5.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,405 | $28.8 萬 | 0.1% | +195+16.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,570 | $26.8 萬 | <0.1% | +128+8.9% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,602 | $26.8 萬 | <0.1% | −176−6.3% | 減碼 | – |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。