Moment Partners, LLC
- SEC CIK
- 0002055889
- 最新申報
- 2026/7/29
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/29 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 101
- 較 2026 年第 1 季 −12
- 總值
- $5.55 億
- 較 2026 年第 1 季 −$561.8 萬 (−1.0%)
| 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 | 173,384 | $1.30 億 | 23.4% | +6,922+4.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 544,293 | $1.16 億 | 20.9% | +22,980+4.4% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 355,723 | $6,777 萬 | 12.2% | −6,461−1.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 90,095 | $6,635 萬 | 12.0% | +2,240+2.5% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 396,412 | $4,658 萬 | 8.4% | +14,489+3.8% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 270,057 | $4,221 萬 | 7.6% | +11,229+4.3% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 26,633 | $584.4 萬 | 1.1% | −28,836−52.0% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 36,426 | $518.7 萬 | 0.9% | −491−1.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 16,802 | $486.2 萬 | 0.9% | −2,093−11.1% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 24,625 | $403.0 萬 | 0.7% | −232−0.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,779 | $278.0 萬 | 0.5% | −452−5.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,538 | $243.9 萬 | 0.4% | +25+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,442 | $243.6 萬 | 0.4% | +75+1.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,407 | $238.9 萬 | 0.4% | +27+0.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 11,160 | $233.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,806 | $192.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,144 | $189.6 萬 | 0.3% | +548+3.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 36,068 | $173.8 萬 | 0.3% | −60,919−62.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,419 | $170.2 萬 | 0.3% | +27+1.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,636 | $163.8 萬 | 0.3% | −360−7.2% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 12,440 | $148.7 萬 | 0.3% | −1,088−8.0% | 減碼依 8 比 1 拆股換算 | – |
| AXPAmerican Express Co | Stock | 4,000 | $135.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 16,337 | $132.4 萬 | 0.2% | −1,254−7.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 5,171 | $130.1 萬 | 0.2% | +75+1.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,492 | $124.2 萬 | 0.2% | −186−2.4% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,728 | $121.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 7,622 | $117.6 萬 | 0.2% | −143−1.8% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 5,373 | $101.1 萬 | 0.2% | −2,749−33.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 4,874 | $97.5 萬 | 0.2% | −410−7.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,459 | $95.8 萬 | 0.2% | +268+3.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,698 | $95.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,893 | $92.8 萬 | 0.2% | −240−5.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,215 | $91.0 萬 | 0.2% | −10−0.8% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 850 | $86.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 3,339 | $84.2 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 2,399 | $82.3 萬 | 0.1% | +25+1.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,976 | $78.5 萬 | 0.1% | +34+1.8% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 4,327 | $73.2 萬 | 0.1% | +80+1.9% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,240 | $73.1 萬 | 0.1% | +129+4.1% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,027 | $71.8 萬 | 0.1% | +34+1.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,354 | $71.6 萬 | 0.1% | −52−0.4% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 973 | $70.3 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,376 | $68.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,526 | $68.7 萬 | 0.1% | +90+3.7% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,286 | $66.4 萬 | 0.1% | +40+1.8% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 5,515 | $64.7 萬 | 0.1% | +180+3.4% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 6,544 | $64.3 萬 | 0.1% | +259+4.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,636 | $62.8 萬 | 0.1% | −13−0.3% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 800 | $60.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,634 | $58.1 萬 | 0.1% | +116+4.6% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,917 | $57.6 萬 | 0.1% | −61−3.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,539 | $56.4 萬 | 0.1% | −261−5.4% | 減碼依 4 比 1 拆股換算 | – |
| XOMExxonMobil Holdings Corp | COM | 4,069 | $55.6 萬 | 0.1% | −100−2.4% | 減碼 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 13,695 | $52.8 萬 | 0.1% | −48−0.3% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 4,750 | $52.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 7,375 | $49.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,700 | $49.1 萬 | 0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| AMDAdvanced Micro Devices Inc | Stock | 829 | $48.2 萬 | 0.1% | +829 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,280 | $48.1 萬 | 0.1% | −5−0.2% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,268 | $47.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 6,500 | $46.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,458 | $45.9 萬 | 0.1% | +57+4.1% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,196 | $45.8 萬 | 0.1% | +146+4.8% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 846 | $43.9 萬 | 0.1% | +26+3.2% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 442 | $43.3 萬 | 0.1% | +26+6.3% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 1,281 | $42.9 萬 | 0.1% | +69+5.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,676 | $42.4 萬 | 0.1% | +151+3.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,191 | $41.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,172 | $40.2 萬 | 0.1% | −716−14.6% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 4,378 | $40.1 萬 | 0.1% | +135+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,676 | $37.7 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| WECWec Energy Group, Inc. | Stock | 3,207 | $37.4 萬 | 0.1% | +259+8.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 3,300 | $37.0 萬 | 0.1% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 1,081 | $36.8 萬 | 0.1% | +30+2.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 849 | $36.8 萬 | 0.1% | +849 | 新進 | 歷史 |
| CMSCMS Energy Corp | COM | 4,579 | $35.0 萬 | 0.1% | +358+8.5% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,643 | $33.8 萬 | 0.1% | −15,706−70.3% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,241 | $33.6 萬 | 0.1% | +7+0.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 944 | $33.3 萬 | 0.1% | −89−8.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,133 | $31.6 萬 | 0.1% | 00.0% | 不變 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,056 | $31.0 萬 | 0.1% | +70+7.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 812 | $30.7 萬 | 0.1% | −12−1.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,845 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 3,640 | $28.7 萬 | 0.1% | +91+2.6% | 加碼 | 歷史 |
| ECHOEchoStar CORP | CL A | 2,810 | $28.5 萬 | 0.1% | −1,060−27.4% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 813 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,060 | $27.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 1,553 | $26.4 萬 | <0.1% | +80+5.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 2,757 | $25.9 萬 | <0.1% | −7,244−72.4% | 減碼 | – |
| BROBrown & Brown, Inc. | Stock | 3,913 | $25.1 萬 | <0.1% | +181+4.8% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 475 | $24.8 萬 | <0.1% | −27−5.4% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 867 | $24.5 萬 | <0.1% | −3−0.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 578 | $24.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,528 | $24.2 萬 | <0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 4,000 | $23.0 萬 | <0.1% | −633−13.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 2,537 | $22.3 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,726 | $21.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 851 | $21.1 萬 | <0.1% | −83−8.9% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,710 | $20.1 萬 | <0.1% | +1,710 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 3,518 | $20.0 萬 | <0.1% | +3,518 | 新進 | 歷史 |
2026 年第 1 季之後清倉（17 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 |
|---|---|---|---|---|---|
| iShares Tr464287457 | 1 3 YR TREAS BD | 288,044 | $2,378 萬 | 4.2% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 217,830 | $2,191 萬 | 3.9% | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 454,702 | $2,063 萬 | 3.7% | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 318,949 | $1,070 萬 | 1.9% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 32,306 | $296.0 萬 | 0.5% | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 47,809 | $286.8 萬 | 0.5% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 84,602 | $242.9 萬 | 0.4% | – |
| IAUiShares Gold Trust | ETF | 8,225 | $72.5 萬 | 0.1% | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 4,000 | $36.9 萬 | 0.1% | – |
| GEVGE Vernova Inc. | Stock | 316 | $27.6 萬 | <0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 5,696 | $25.8 萬 | <0.1% | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,432 | $24.5 萬 | <0.1% | – |
| ACNAccenture plc | Stock | 1,152 | $22.8 萬 | <0.1% | 歷史 |
| DTEGYDeutsche Telekom AG | COM | 5,935 | $22.0 萬 | <0.1% | 歷史 |
| NVSNovartis AG | ADR | 1,365 | $20.9 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 4,147 | $20.7 萬 | <0.1% | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 878 | $20.5 萬 | <0.1% | – |