Spurstone Advisory Services, LLC
- SEC CIK
- 0002056079
- 最新申報
- 2026/8/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位。
- 持股檔數
- 76
- 2024 年第 3 季沒有申報
- 總值
- $525.2 萬
- 2024 年第 3 季沒有申報
Spurstone 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 5,076 | $127.1 萬 | 24.2% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 5,000 | $47.2 萬 | 9.0% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,398 | $36.6 萬 | 7.0% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 582 | $34.1 萬 | 6.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,020 | $29.3 萬 | 5.6% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,129 | $24.9 萬 | 4.8% | – | – | – |
| PFEPfizer Inc | Stock | 9,303 | $24.7 萬 | 4.7% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,200 | $21.3 萬 | 4.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,453 | $18.3 萬 | 3.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 500 | $14.5 萬 | 2.8% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 596 | $14.4 萬 | 2.7% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 2,000 | $13.7 萬 | 2.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 300 | $12.6 萬 | 2.4% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 369 | $12.6 萬 | 2.4% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 550 | $12.1 萬 | 2.3% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 1,000 | $9.26 萬 | 1.8% | – | – | 歷史 |
| WBSWebster Financial Corp | COM | 1,104 | $6.10 萬 | 1.2% | – | – | 歷史 |
| SWBISmith & Wesson Brands, Inc. | COM | 4,700 | $4.75 萬 | 0.9% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 306 | $4.70 萬 | 0.9% | – | – | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 200 | $4.61 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 115 | $4.47 萬 | 0.9% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 374 | $3.72 萬 | 0.7% | – | – | 歷史 |
| BACBank of America Corp | Stock | 780 | $3.43 萬 | 0.7% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 300 | $3.28 萬 | 0.6% | – | – | 歷史 |
| FFord Motor Co | Stock | 3,165 | $3.13 萬 | 0.6% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 200 | $3.09 萬 | 0.6% | – | – | 歷史 |
| LYFTLyft, Inc. | CL A COM | 1,975 | $2.55 萬 | 0.5% | – | – | 歷史 |
| SSentinelOne, Inc. | CL A | 1,100 | $2.44 萬 | 0.5% | – | – | 歷史 |
| CECelanese Corp | Stock | 300 | $2.08 萬 | 0.4% | – | – | 歷史 |
| SOSouthern Co | Stock | 244 | $2.01 萬 | 0.4% | – | – | 歷史 |
| AOUTAmerican Outdoor Brands, Inc. | COM | 1,175 | $1.79 萬 | 0.3% | – | – | 歷史 |
| XUnited States Steel Corp | COM | 500 | $1.70 萬 | 0.3% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 233 | $1.57 萬 | 0.3% | – | – | 歷史 |
| CFGCitizens Financial Group Inc | COM | 300 | $1.31 萬 | 0.2% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 138 | $1.27 萬 | 0.2% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 911 | $1.13 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 536 | $1.07 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 200 | $1.05 萬 | 0.2% | – | – | 歷史 |
| QSQuantumScape Corp | COM CL A | 1,950 | $1.01 萬 | 0.2% | – | – | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 252 | $8,716 | 0.2% | – | – | – |
| SWKStanley Black & Decker, Inc. | COM | 100 | $8,029 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 162 | $6,559 | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 161 | $6,438 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 103 | $6,412 | 0.1% | – | – | 歷史 |
| CRCrane Co | COMMON STOCK | 40 | $6,070 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 46 | $4,901 | 0.1% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 189 | $4,698 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 70 | $4,462 | 0.1% | – | – | – |
| KDKyndryl Holdings, Inc. | Stock | 120 | $4,152 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 122 | $4,122 | 0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 7 | $4,008 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 134 | $3,912 | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 19 | $3,216 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 112 | $3,121 | 0.1% | – | – | – |
| PSXPhillips 66 | Stock | 25 | $2,848 | 0.1% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 96 | $2,435 | <0.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 34 | $2,389 | <0.1% | – | – | – |
| CXTCrane NXT, Co. | COM | 40 | $2,328 | <0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 73 | $2,157 | <0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 67 | $1,690 | <0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4 | $1,641 | <0.1% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 32 | $1,604 | <0.1% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 40 | $1,023 | <0.1% | – | – | – |
| XERSXeris Biopharma Holdings, Inc. | COM | 200 | $678 | <0.1% | – | – | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 13 | $674 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3 | $594 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2 | $560 | <0.1% | – | – | – |
| OGNOrganon & Co. | Stock | 37 | $552 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10 | $522 | <0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9 | $430 | <0.1% | – | – | – |
| HOGHarley-Davidson, Inc. | COM | 11 | $331 | <0.1% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3 | $267 | <0.1% | – | – | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 11 | $254 | <0.1% | – | – | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 10 | $195 | <0.1% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 3 | $189 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 3 | $78 | <0.1% | – | – | – |