Bullock Wealth Management Group
- SEC CIK
- 0002067581
- 最新申報
- 2026/8/19
2024 年第 1 季持倉
持倉截至 2024/3/31，2026/9/24 申報。只含多頭部位。
- 持股檔數
- 569
- 2023 年第 4 季沒有申報
- 總值
- $1.49 億
- 2023 年第 4 季沒有申報
Bullock Wealth Management Group 沒有申報 2023 年第 4 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 |
|---|---|---|---|---|---|---|---|
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 485,499 | $2,313 萬 | 15.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 8,413 | $760.2 萬 | 5.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,296 | $479.5 萬 | 3.2% | – | – | 歷史 |
| Pacer Trendpilot International ETF69374H683 | ETF | 154,067 | $448.0 萬 | 3.0% | – | – | – |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 117,601 | $421.2 萬 | 2.8% | – | – | – |
| AAPLApple Inc. | Stock | 17,105 | $290.9 萬 | 2.0% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 47,936 | $278.5 萬 | 1.9% | – | – | – |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 35,876 | $246.9 萬 | 1.7% | – | – | – |
| SYKStryker Corp | Stock | 6,852 | $243.0 萬 | 1.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,149 | $201.8 萬 | 1.4% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,375 | $195.8 萬 | 1.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,504 | $180.6 萬 | 1.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,357 | $179.3 萬 | 1.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,941 | $177.9 萬 | 1.2% | – | – | 歷史 |
| ACNAccenture plc | Stock | 5,009 | $169.9 萬 | 1.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 5,566 | $138.8 萬 | 0.9% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 992 | $133.9 萬 | 0.9% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 3,663 | $133.2 萬 | 0.9% | – | – | 歷史 |
| AFLAflac Inc | Stock | 13,586 | $115.7 萬 | 0.8% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 2,585 | $114.5 萬 | 0.8% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 5,613 | $114.1 萬 | 0.8% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 9,631 | $112.7 萬 | 0.8% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 4,509 | $102.9 萬 | 0.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,666 | $102.0 萬 | 0.7% | – | – | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,223 | $101.2 萬 | 0.7% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 8,237 | $100.2 萬 | 0.7% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 39,929 | $98.9 萬 | 0.7% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 5,360 | $98.3 萬 | 0.7% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 6,098 | $97.9 萬 | 0.7% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,072 | $92.9 萬 | 0.6% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,974 | $90.8 萬 | 0.6% | – | – | – |
| CVXChevron Corp | Stock | 5,584 | $88.8 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,168 | $88.8 萬 | 0.6% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 7,902 | $88.6 萬 | 0.6% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 20,750 | $87.8 萬 | 0.6% | – | – | 歷史 |
| LINLinde PLC | Stock | 1,886 | $87.4 萬 | 0.6% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,895 | $84.3 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 8,995 | $83.5 萬 | 0.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,216 | $81.6 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 13,567 | $81.4 萬 | 0.5% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 20,887 | $81.2 萬 | 0.5% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 3,050 | $80.9 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,449 | $80.4 萬 | 0.5% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,098 | $79.1 萬 | 0.5% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 18,877 | $79.1 萬 | 0.5% | – | – | – |
| AMGNAmgen Inc | Stock | 2,740 | $77.6 萬 | 0.5% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,252 | $76.9 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,233 | $76.2 萬 | 0.5% | – | – | 歷史 |
| CORCencora, Inc. | Stock | 3,075 | $74.7 萬 | 0.5% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 11,869 | $73.3 萬 | 0.5% | – | – | – |
| BROBrown & Brown, Inc. | Stock | 8,383 | $72.4 萬 | 0.5% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 8,784 | $72.3 萬 | 0.5% | – | – | – |
| ADIAnalog Devices Inc | Stock | 3,664 | $72.0 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,445 | $71.4 萬 | 0.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,496 | $70.4 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,435 | $70.0 萬 | 0.5% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,661 | $69.5 萬 | 0.5% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,521 | $68.7 萬 | 0.5% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 3,248 | $67.7 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,037 | $66.0 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,306 | $65.6 萬 | 0.4% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,592 | $65.3 萬 | 0.4% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,598 | $63.7 萬 | 0.4% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,812 | $62.0 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,573 | $61.0 萬 | 0.4% | – | – | – |
| NOWServiceNow, Inc. | Stock | 790 | $60.7 萬 | 0.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,208 | $59.2 萬 | 0.4% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,998 | $58.2 萬 | 0.4% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 3,340 | $57.3 萬 | 0.4% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,838 | $56.2 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,617 | $56.2 萬 | 0.4% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 7,633 | $55.2 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,042 | $54.4 萬 | 0.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,119 | $54.0 萬 | 0.4% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 20,934 | $53.1 萬 | 0.4% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 2,489 | $50.9 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 11,796 | $49.9 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,838 | $49.1 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,012 | $49.0 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 795 | $45.9 萬 | 0.3% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,067 | $45.6 萬 | 0.3% | – | – | 歷史 |
| COPConocoPhillips | Stock | 3,484 | $44.8 萬 | 0.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,472 | $44.0 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,984 | $43.8 萬 | 0.3% | – | – | – |
| NEENextera Energy Inc | Stock | 6,774 | $42.9 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 11,036 | $41.4 萬 | 0.3% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 5,407 | $41.0 萬 | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 8,793 | $39.1 萬 | 0.3% | – | – | 歷史 |
| CAHCardinal Health Inc | Stock | 3,458 | $38.7 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 3,058 | $38.4 萬 | 0.3% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 3,352 | $38.1 萬 | 0.3% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 4,041 | $37.8 萬 | 0.3% | – | – | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 7,200 | $37.8 萬 | 0.3% | – | – | 歷史 |
| HONHoneywell International Inc | Stock | 1,837 | $37.1 萬 | 0.2% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 4,462 | $36.4 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 5,040 | $35.8 萬 | 0.2% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,452 | $35.4 萬 | 0.2% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 2,150 | $35.1 萬 | 0.2% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 96 | $34.3 萬 | 0.2% | – | – | 歷史 |
| CMICummins Inc | Stock | 1,120 | $33.0 萬 | 0.2% | – | – | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| CVSCVS Health Corp | Stock | – | $15.9 萬 |