Bellwether Advisors, LLC — Q1 2024 13F 持股

Name: Bellwether Advisors, LLC — 13F Holdings, Q1 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001819815

申報總市值

US$5.9億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	XLK	Ss Technology Select Sector	ETF-科技型	13.31%	-3.65%	+7.92%
2	IYH	Ishares U.s. Healthcare ETF	ETF-其他	7.70%	—	+362.26%
3	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	6.94%	—	+0.04%
4	XLY	Ss Consumer Disc Select Sect	ETF-其他	4.91%	-4.95%	+11.29%
5	XLF	Ss Financial Select Sector	ETF-其他	3.94%	+5.10%	-3.70%
6	XLC	Ss Comm Select Sector Spdr	ETF-其他	3.38%	-5.60%	+3.89%
7	IYK	Ishares US Consumer Staples	ETF-其他	2.76%	—	+362.38%
8	XLI	Ss Industrial Select Sector	ETF-其他	2.63%	-1.06%	+0.97%
9	PJAN	Innovator U.s. Equity Power	ETF-其他	2.38%	—	+25.77%
10	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.88%	—	-0.11%
11	ORCL	Oracle CORP	股票-科技	1.88%	—	+37.77%
12	AVGO	Broadcom INC	股票-科技	1.69%	-0.60%	-2.29%
13	KLAC	Kla CORP	股票-科技	1.61%	—	+4.96%
14	PAPR	Innovator U.s. Equity Power	ETF-其他	1.59%	—	+3.34%
15	MCK	Mckesson CORP	股票-醫療保健	1.49%	—	-15.97%
16	ON	On Semiconductor	股票-科技	1.44%	—	+288.11%
17	CAH	Cardinal Health INC	股票-醫療保健	1.38%	+0.36%	NEW
18	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.24%	—	+399.90%
19	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.23%	—	+1.18%
20	IYE	Ishares U.s. Energy ETF	ETF-其他	1.17%	—	-6.93%
21	IWP	Ishares Russell Mid-cap Grow	ETF-其他	1.15%	—	+6.46%
22	MSFT	Microsoft CORP	股票-科技	1.12%	—	-13.25%
23	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.11%	—	-0.08%
24	IXN	Ishares Global Tech ETF	ETF-科技型	1.08%	—	-0.33%
25	PSEP	Innovator U.s. Equity Power	ETF-其他	1.07%	—	-0.17%
26	URI	United Rentals INC	股票-工業	0.98%	—	-0.79%
27	VRTX	Vertex Pharmaceuticals INC	股票-醫療保健	0.94%	—	-46.60%
28	UNH	Unitedhealth Group INC	股票-醫療保健	0.88%	—	—
29	PNOV	Innovator U.s. Equity Power	ETF-其他	0.85%	—	-0.40%
30	ABBV	Abbvie INC	股票-醫療保健	0.84%	—	—
31	PJUN	Innovator U.s. Equity Power	ETF-其他	0.82%	—	-9.68%
32	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.76%	—	-0.81%
33	CTAS	Cintas CORP	股票-工業	0.72%	—	+26.26%
34	XLB	Ss Materials Select Sector	ETF-其他	0.72%	+5.78%	NEW
35	PMAR	Innovator U.s. Equity Power	ETF-其他	0.72%	—	+129.77%
36	BBY	Best Buy Co INC	股票-循環性消費	0.70%	—	+39.02%
37	HD	Home Depot INC	股票-循環性消費	0.69%	—	+27.44%
38	USRT	Ishares Core US Reit ETF	ETF-其他	0.68%	—	-5.59%
39	BJUL	Innovator U.s. Equity Buffer	ETF-其他	0.67%	—	-0.16%
40	IDU	Ishares US Utilities ETF	ETF-其他	0.65%	—	-41.92%
41	MDYG	Ss Spdr S&p 400 Mc Gr ETF	ETF-其他	0.64%	—	+3.35%
42	NVDA	Nvidia CORP	股票-科技	0.62%	-0.60%	-59.68%
43	PAUG	Innovator U.s. Equity Power	ETF-其他	0.60%	—	-1.26%
44	TTD	Trade Desk Inc/the -class A	股票-通訊服務	0.59%	—	—
45	BFEB	Innovator U.s. Equity Buffer	ETF-其他	0.59%	—	+64.89%
46	NKE	Nike INC -cl B	股票-循環性消費	0.58%	—	+390.57%
47	IXUS	Ishares Core Intl Stock ETF	ETF-其他	0.58%	—	-0.46%
48	PDEC	Innovator U.s. Equity Power	ETF-其他	0.53%	—	+0.17%
49	ABT	Abbott Laboratories	股票-醫療保健	0.52%	—	—
50	WST	West Pharmaceutical Services	股票-醫療保健	0.52%	—	-67.86%

1–50 of 118