Maloon Powers Pitre Higgins & Dennehy, LLC
- SEC CIK
- 0002149656
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位。
- 持股檔數
- 147
- 2026 年第 1 季沒有申報
- 總值
- $2.91 億
- 2026 年第 1 季沒有申報
Maloon Powers Pitre Higgins & Dennehy, LLC 沒有申報 2026 年第 1 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 | 127,329 | $3,684 萬 | 12.7% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 102,121 | $1,946 萬 | 6.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 77,453 | $1,833 萬 | 6.3% | – | – | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 189,195 | $1,432 萬 | 4.9% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 86,473 | $1,074 萬 | 3.7% | – | – | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 35,536 | $1,008 萬 | 3.5% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 51,857 | $819.5 萬 | 2.8% | – | – | – |
| ORCLOracle Corp | Stock | 53,390 | $782.4 萬 | 2.7% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 31,668 | $767.7 萬 | 2.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,032 | $674.5 萬 | 2.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,986 | $670.9 萬 | 2.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,994 | $619.3 萬 | 2.1% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 119,514 | $541.9 萬 | 1.9% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 47,515 | $493.6 萬 | 1.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 67,778 | $482.9 萬 | 1.7% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 4,667 | $436.6 萬 | 1.5% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,899 | $390.1 萬 | 1.3% | – | – | – |
| BCALCalifornia BanCorp | COM | 170,396 | $355.1 萬 | 1.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,145 | $353.4 萬 | 1.2% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 20,674 | $323.1 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 13,039 | $310.8 萬 | 1.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 15,470 | $309.5 萬 | 1.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,144 | $307.4 萬 | 1.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 39,661 | $305.8 萬 | 1.1% | – | – | – |
| TSLATesla, Inc. | Stock | 6,399 | $269.2 萬 | 0.9% | – | – | 歷史 |
| CVXChevron Corp | Stock | 16,165 | $267.9 萬 | 0.9% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 22,590 | $265.3 萬 | 0.9% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 3,221 | $231.9 萬 | 0.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 6,657 | $228.4 萬 | 0.8% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,146 | $216.6 萬 | 0.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 8,202 | $208.3 萬 | 0.7% | – | – | 歷史 |
| TAT&T Inc. | Stock | 96,427 | $199.6 萬 | 0.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,870 | $192.2 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 7,243 | $182.7 萬 | 0.6% | – | – | – |
| WFCWells Fargo & Company | Stock | 20,909 | $172.8 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 4,589 | $169.8 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 21,032 | $169.5 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,972 | $163.4 萬 | 0.6% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 27,501 | $158.5 萬 | 0.5% | – | – | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 13,554 | $157.2 萬 | 0.5% | – | – | – |
| AMATApplied Materials Inc | Stock | 2,145 | $155.1 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,385 | $154.0 萬 | 0.5% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 12,505 | $149.5 萬 | 0.5% | – | – | – |
| BACBank of America Corp | Stock | 25,282 | $144.1 萬 | 0.5% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 9,772 | $143.1 萬 | 0.5% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 18,151 | $138.9 萬 | 0.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 29,758 | $126.0 萬 | 0.4% | – | – | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 12,240 | $125.2 萬 | 0.4% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 5,029 | $121.9 萬 | 0.4% | – | – | – |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 15,149 | $114.6 萬 | 0.4% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,971 | $114.5 萬 | 0.4% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 21,048 | $111.1 萬 | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 908 | $108.9 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,820 | $99.5 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,893 | $98.0 萬 | 0.3% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 30,473 | $96.6 萬 | 0.3% | – | – | – |
| QCOMQualcomm Inc | Stock | 5,137 | $94.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,613 | $94.2 萬 | 0.3% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,299 | $94.1 萬 | 0.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 6,865 | $88.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 11,324 | $86.9 萬 | 0.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,809 | $86.4 萬 | 0.3% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 15,645 | $83.9 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,351 | $81.4 萬 | 0.3% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 4,123 | $80.7 萬 | 0.3% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $74.9 萬 | 0.3% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 8,679 | $72.1 萬 | 0.2% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 4,170 | $68.6 萬 | 0.2% | – | – | – |
| ROSTRoss Stores, Inc. | COM | 3,201 | $68.1 萬 | 0.2% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,704 | $67.7 萬 | 0.2% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,895 | $67.0 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 6,764 | $65.1 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 5,362 | $60.7 萬 | 0.2% | – | – | 歷史 |
| PCARPaccar Inc | COM | 4,721 | $56.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,110 | $56.4 萬 | 0.2% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,397 | $55.0 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,944 | $54.7 萬 | 0.2% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,533 | $53.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 4,251 | $52.9 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,891 | $51.1 萬 | 0.2% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,217 | $50.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,940 | $50.8 萬 | 0.2% | – | – | – |
| KLACKLA Corp | COM NEW | 1,670 | $50.4 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,648 | $49.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 5,665 | $49.8 萬 | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 3,364 | $47.0 萬 | 0.2% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,341 | $45.7 萬 | 0.2% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 602 | $45.5 萬 | 0.2% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 3,403 | $44.8 萬 | 0.2% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 16,530 | $43.8 萬 | 0.2% | – | – | – |
| PCGPG&E Corp | Stock | 25,588 | $43.0 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 4,656 | $42.3 萬 | 0.1% | – | – | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 10,449 | $42.0 萬 | 0.1% | – | – | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 15,722 | $41.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 3,977 | $41.8 萬 | 0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 14,920 | $41.3 萬 | 0.1% | – | – | – |
| AAgilent Technologies, Inc. | COM | 3,104 | $41.2 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,750 | $40.3 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,338 | $40.2 萬 | 0.1% | – | – | – |
| ANETArista Networks, Inc. | Stock | 2,329 | $39.6 萬 | 0.1% | – | – | 歷史 |