Kades & Cheifetz LLC
CIK 1957259 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $195.4M
- 持仓
- 108
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 6528（共 9443） · 前 69.1%
- 前十大持仓权重
- 42.25%
- 前二十五大持仓权重
- 68.70%
- 持仓高于 1%
- 31
- 有效持仓数量
- 36.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 108
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
Technology
7.7%
Communication Services
0.8%
Industrials
0.8%
Retail
0.6%
Health Care
0.5%
Energy
0.2%
Utilities
0.1%
Financials
0.1%
Consumer products
0.1%
其他/未映射
89.0%
完整投资组合 108 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $16092390 | 8.24% | 589033 | 上涨 ×1 | |||
| VIG | $11172772 | 5.72% | 57053 | 上涨 ×1 | |||
| HNDL Strategy Shares Nasdaq 7HANDL Index ETF | $9641808 | 4.93% | 452030 | 上涨 ×1 | |||
| SLYG | $9010640 | 4.61% | 99730 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $8357153 | 4.28% | 33373 | 上涨 ×1 | |||
| IAU | $6318466 | 3.23% | 127620 | 上涨 ×1 | |||
| SLYV | $6084756 | 3.11% | 69739 | 上涨 ×1 | |||
| DES | $5452250 | 2.79% | 158726 | 上涨 ×1 | |||
| ICVT | $5361253 | 2.74% | 63096 | 上涨 ×1 | |||
| AGG | $5059493 | 2.59% | 52214 | 上涨 ×1 | |||
| MUB | $4967274 | 2.54% | 46619 | 上涨 ×1 | |||
| SCHJ | $4540714 | 2.32% | 186286 | 上涨 ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $4527064 | 2.32% | 143991 | 上涨 ×1 | |||
| BSV | $4001045 | 2.05% | 51780 | 上涨 ×1 | |||
| SCHO | $3881066 | 1.99% | 161308 | 上涨 ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $3795129 | 1.94% | 65231 | 上涨 ×1 | |||
| SUB | $3694308 | 1.89% | 35024 | 上涨 ×1 | |||
| VYM | $3262063 | 1.67% | 25567 | 上涨 ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $3190197 | 1.63% | 57533 | 上涨 ×1 | |||
| VTES | $3100170 | 1.59% | 30924 | 上涨 ×1 | |||
| PGX | $2779991 | 1.42% | 241109 | 上涨 ×1 | |||
| SCHP | $2674401 | 1.37% | 103539 | 上涨 ×1 | |||
| MTUM | $2460423 | 1.26% | 11891 | 上涨 ×1 | |||
| SCHG | $2419054 | 1.24% | 86798 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $2380836 | 1.22% | 17729 | 上涨 ×1 | |||
| SCHZ | $2288243 | 1.17% | 100804 | 上涨 ×1 | |||
| SCHF | $2183788 | 1.12% | 118043 | 上涨 ×1 | |||
| SHM | $2096927 | 1.07% | 44248 | 上涨 ×1 | |||
| DWX | $2061447 | 1.06% | 58966 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2024064 | 1.04% | 4802 | 上涨 ×1 | |||
| BAR | $1997750 | 1.02% | 77163 | 上涨 ×1 | |||
| JFR Nuveen Floating Rate Income Fund Common Stock | $1866808 | 0.96% | 209283 | 上涨 ×1 | |||
| VBK | $1863325 | 0.95% | 6653 | 上涨 ×1 | |||
| FLOT | $1742614 | 0.89% | 34249 | 上涨 ×1 | |||
| MEMX | $1684895 | 0.86% | 58126 | 上涨 ×1 | |||
| DEM | $1622394 | 0.83% | 40069 | 上涨 ×1 | |||
| SHYD | $1601747 | 0.82% | 71252 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1535550 | 0.79% | 6623 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1206125 | 0.62% | 2359 | 上涨 ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1184064 | 0.61% | 14751 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1160853 | 0.59% | 6096 | 上涨 ×1 | |||
| CWB | $1141620 | 0.58% | 14657 | 上涨 ×1 | |||
| IWB | $1118325 | 0.57% | 3471 | 上涨 ×1 | |||
| SCHE | $1047967 | 0.54% | 39353 | 上涨 ×1 | |||
| DFAC | $988069 | 0.51% | 28565 | 上涨 ×1 | |||
| SCHA | $964118 | 0.49% | 37282 | 上涨 ×1 | |||
| FRA Blackrock Floating Rate Income Strategies Fund Inc Common Stock | $937425 | 0.48% | 68176 | 上涨 ×1 | |||
| SCHH | $913946 | 0.47% | 43397 | 上涨 ×1 | |||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $882292 | 0.45% | 43830 | 上涨 ×1 | |||
| VEA | $872880 | 0.45% | 18253 | 上涨 ×1 | |||
| NYF | $861709 | 0.44% | 16191 | 上涨 ×1 | |||
| SHYG | $861006 | 0.44% | 20207 | 上涨 ×1 | |||
| IBMO | $853651 | 0.44% | 33529 | 上涨 ×1 | |||
| DVY iShares Select Dividend ETF | $847182 | 0.43% | 6453 | 上涨 ×1 | |||
| BNDX Vanguard Total International Bond ETF | $831623 | 0.43% | 16955 | 上涨 ×1 | |||
| CMI Cummins Inc. Common Stock | $795019 | 0.41% | 2281 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $734996 | 0.38% | 8135 | 上涨 ×1 | |||
| IBMP | $732272 | 0.37% | 29128 | 上涨 ×1 | |||
| VRP | $720808 | 0.37% | 29798 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $710053 | 0.36% | 3230 | 上涨 ×1 | |||
| XLU XLU | $604579 | 0.31% | 7988 | 上涨 ×1 | |||
| IBMN | $576679 | 0.30% | 21667 | 上涨 ×1 | |||
| SCHB | $574788 | 0.29% | 25321 | 上涨 ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $568062 | 0.29% | 29161 | 上涨 ×1 | |||
| WM Waste Management, Inc. Common Stock | $544674 | 0.28% | 2699 | 上涨 ×1 | |||
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | $520833 | 0.27% | 25222 | 上涨 ×1 | |||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $520491 | 0.27% | 26788 | 上涨 ×1 | |||
| DFUV | $484299 | 0.25% | 11835 | 上涨 ×1 | |||
| PZT | $471250 | 0.24% | 20760 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $445013 | 0.23% | 2351 | 上涨 ×1 | |||
| IBDT | $432515 | 0.22% | 17370 | 上涨 ×1 | |||
| IBDR | $427075 | 0.22% | 17743 | 上涨 ×1 | |||
| VOO | $426999 | 0.22% | 792 | 上涨 ×1 | |||
| OVLH | $425838 | 0.22% | 12478 | 上涨 ×1 | |||
| IBDS | $421265 | 0.22% | 17582 | 上涨 ×1 | |||
| AGGY | $389284 | 0.20% | 9070 | 上涨 ×1 | |||
| IBMR | $383604 | 0.20% | 15356 | 上涨 ×1 | |||
| ESGV | $369311 | 0.19% | 3521 | 上涨 ×1 | |||
| SCMB | $364378 | 0.19% | 14189 | 上涨 ×1 | |||
| MCK McKesson Corporation Common Stock | $361762 | 0.19% | 635 | 上涨 ×1 | |||
| IWM | $349939 | 0.18% | 1584 | 上涨 ×1 | |||
| IBMQ | $346049 | 0.18% | 13743 | 上涨 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $342928 | 0.18% | 657 | 上涨 ×1 | |||
| SJNK | $338008 | 0.17% | 13386 | 上涨 ×1 | |||
| IBDU | $329250 | 0.17% | 14441 | 上涨 ×1 | |||
| BGRN iShares USD Green Bond ETF | $324947 | 0.17% | 6970 | 上涨 ×1 | |||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $307054 | 0.16% | 16742 | 上涨 ×1 | |||
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | $271534 | 0.14% | 11506 | 上涨 ×1 | |||
| SCHV | $271270 | 0.14% | 10405 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $266775 | 0.14% | 291 | 上涨 ×1 | |||
| CVX Chevron Corporation Common Stock | $244584 | 0.13% | 1689 | 上涨 ×1 | |||
| GLD | $236319 | 0.12% | 976 | 上涨 ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $227407 | 0.12% | 7251 | 上涨 ×1 | |||
| ESML | $226623 | 0.12% | 5389 | 上涨 ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $224190 | 0.11% | 3127 | 上涨 ×1 | |||
| EAGG | $223469 | 0.11% | 4812 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $219390 | 0.11% | 1000 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $218561 | 0.11% | 1889 | 上涨 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $217681 | 0.11% | 835 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $216680 | 0.11% | 904 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SCHD | $16092390 | 589033 | 8.24% |
| VIG | $11172772 | 57053 | 5.72% |
| HNDL | $9641808 | 452030 | 4.93% |
| SLYG | $9010640 | 99730 | 4.61% |
| AAPL | $8357153 | 33373 | 4.28% |
| IAU | $6318466 | 127620 | 3.23% |
| SLYV | $6084756 | 69739 | 3.11% |
| DES | $5452250 | 158726 | 2.79% |
| ICVT | $5361253 | 63096 | 2.74% |
| AGG | $5059493 | 52214 | 2.59% |
| MUB | $4967274 | 46619 | 2.54% |
| SCHJ | $4540714 | 186286 | 2.32% |
| PFF | $4527064 | 143991 | 2.32% |
| BSV | $4001045 | 51780 | 2.05% |
| SCHO | $3881066 | 161308 | 1.99% |