Hegarty Advisors, LLC
- SEC CIK
- 0002107727
- 最新申報
- 2026/7/27
2025 年第 4 季持倉
持倉截至 2025/12/31,2026/1/29 申報。只含多頭部位。
- 持股檔數
- 55
- 2025 年第 3 季沒有申報
- 總值
- $1.15 億
- 2025 年第 3 季沒有申報
Hegarty Advisors, LLC 沒有申報 2025 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 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 24,144 | $1,514 萬 | 13.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 202,351 | $1,488 萬 | 12.9% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 44,812 | $949.2 萬 | 8.2% | – | – | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 153,675 | $677.5 萬 | 5.9% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 37,597 | $530.3 萬 | 4.6% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 26,019 | $498.5 萬 | 4.3% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 48,786 | $450.3 萬 | 3.9% | – | – | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 36,668 | $358.5 萬 | 3.1% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 13,948 | $352.9 萬 | 3.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 16,189 | $287.2 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,357 | $280.2 萬 | 2.4% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 57,780 | $271.7 萬 | 2.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 30,960 | $246.8 萬 | 2.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 45,783 | $246.1 萬 | 2.1% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 48,927 | $242.0 萬 | 2.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 15,925 | $228.6 萬 | 2.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,311 | $225.7 萬 | 2.0% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 30,043 | $222.6 萬 | 1.9% | – | – | – |
| Global X FDS37954Y657 | US PFD ETF | 98,955 | $187.1 萬 | 1.6% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 30,056 | $176.5 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,069 | $173.2 萬 | 1.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,537 | $159.5 萬 | 1.4% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 18,603 | $135.2 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,759 | $122.9 萬 | 1.1% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F308 | AGRI CMDTY STRA | 29,810 | $101.4 萬 | 0.9% | – | – | – |
| Ea Series Trust02072L698 | STRIVE EMERGING | 26,167 | $94.0 萬 | 0.8% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 979 | $86.1 萬 | 0.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,694 | $81.9 萬 | 0.7% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 7,210 | $80.0 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,737 | $79.5 萬 | 0.7% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 12,274 | $73.6 萬 | 0.6% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 14,348 | $72.6 萬 | 0.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,195 | $70.3 萬 | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,883 | $60.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,122 | $54.7 萬 | 0.5% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,082 | $49.2 萬 | 0.4% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,018 | $48.9 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 647 | $44.3 萬 | 0.4% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,112 | $39.0 萬 | 0.3% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,328 | $37.2 萬 | 0.3% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,266 | $35.7 萬 | 0.3% | – | – | – |
| Series Portfolios Tr81752T429 | ELM MARKET NAVIG | 12,735 | $34.7 萬 | 0.3% | – | – | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 6,872 | $34.6 萬 | 0.3% | – | – | – |
| iShares Tr46435U473 | BB RAT CORP BD | 7,277 | $34.3 萬 | 0.3% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 2,939 | $32.3 萬 | 0.3% | – | – | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 13,260 | $31.4 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,358 | $30.4 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,588 | $29.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 749 | $28.0 萬 | 0.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,489 | $24.6 萬 | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,445 | $21.6 萬 | 0.2% | – | – | – |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 2,732 | $21.5 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 680 | $21.3 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 318 | $21.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 6,586 | $20.4 萬 | 0.2% | – | – | – |