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Livermore
Livermore
中文EN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
最新申報
2026/8/10

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/8/8 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
407
較 2023 年第 1 季 −1
總值
$34.1 億
較 2023 年第 1 季 +$3.59 億 (+11.7%)
申報日
2023/8/8
SEC
BKD Wealth Advisors, LLC 在 2023 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
State Street SPDR Portfolio S&P 500 ETF78464A854ETF8,457$44.1 萬<0.1%−832−9.0%減碼–
AMDAdvanced Micro Devices IncStock3,931$44.8 萬<0.1%+162+4.3%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock2,288$44.8 萬<0.1%−10.0%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF13,385$45.1 萬<0.1%+2,156+19.2%加碼–
PAYXPaychex IncStock4,078$45.6 萬<0.1%−10.0%減碼歷史
SLBSLB LimitedStock9,342$45.9 萬<0.1%+133+1.4%加碼歷史
Dimensional ETF Trust25434V716US SUSTAINABILTY16,046$46.1 萬<0.1%+324+2.1%加碼–
RFRegions Financial CorpCOM26,386$47.0 萬<0.1%00.0%不變歷史
BPBP PLCADR13,341$47.1 萬<0.1%+494+3.8%加碼歷史
IAUiShares Gold TrustETF13,174$47.9 萬<0.1%+1,507+12.9%加碼歷史
WHRWhirlpool CorpStock3,263$48.6 萬<0.1%+1,610+97.4%加碼歷史
CBChubb LtdStock2,555$49.2 萬<0.1%−113−4.2%減碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF13,112$49.4 萬<0.1%−3,151−19.4%減碼–
Dimensional ETF Trust25434V849NATL MUN BD ETF10,387$49.5 萬<0.1%−10,481−50.2%減碼–
Schwab U.S. Large-Cap ETF808524201ETF9,486$49.7 萬<0.1%+3,108+48.7%加碼–
SPDR Series Trust78464A805ST STR PR SP15009,329$50.8 萬<0.1%+37+0.4%加碼–
LYBLyondellBasell Industries N.V.SHS - A -5,578$51.2 萬<0.1%+2,131+61.8%加碼歷史
ULUnilever PLCSPON ADR NEW9,828$51.2 萬<0.1%+4,383+80.5%加碼歷史
HASHasbro, Inc.COM7,948$51.5 萬<0.1%+3,869+94.9%加碼歷史
BRK.ABerkshire Hathaway IncCL A1$51.8 萬<0.1%00.0%不變歷史
ITWIllinois Tool Works IncStock2,075$51.9 萬<0.1%−883−29.9%減碼歷史
WFCWells Fargo & CompanyStock12,361$52.8 萬<0.1%−724−5.5%減碼歷史
Fidelity High Dividend ETF316092840ETF13,331$53.0 萬<0.1%−143−1.1%減碼–
OHIOmega Healthcare Investors IncCOM17,281$53.0 萬<0.1%+7,527+77.2%加碼歷史
SLCAU.S. Silica Holdings, Inc.COM43,945$53.3 萬<0.1%00.0%不變歷史
MDLZMondelez International, Inc.Stock7,380$53.8 萬<0.1%+201+2.8%加碼歷史
ESEversource EnergyStock7,700$54.6 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF21,741$55.2 萬<0.1%+151+0.7%加碼–
iShares Tr464287234MSCI EMG MKT ETF13,954$55.2 萬<0.1%−101−0.7%減碼–
Vanguard Malvern FDS922020805STRM INFPROIDX11,908$56.5 萬<0.1%−409−3.3%減碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF5,156$56.9 萬<0.1%−4,141−44.5%減碼–
CBSHCommerce Bancshares IncStock11,766$57.3 萬<0.1%−22−0.2%減碼歷史
PNCPNC Financial Services Group, Inc.Stock4,576$57.6 萬<0.1%+1,711+59.7%加碼歷史
GSBCGreat Southern Bancorp, Inc.COM11,437$58.0 萬<0.1%00.0%不變歷史
EGPEastgroup Properties IncCOM3,363$58.4 萬<0.1%00.0%不變歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF–$58.5 萬<0.1%–––
SPDR Index Shs FDS78463X509ST PORT MARK ETF17,080$58.7 萬<0.1%−371−2.1%減碼–
TAT&T Inc.Stock36,868$58.8 萬<0.1%+8,831+31.5%加碼歷史
iShares Tr464287838U.S. BAS MTL ETF4,431$59.0 萬<0.1%−100−2.2%減碼–
SWKStanley Black & Decker, Inc.COM6,340$59.4 萬<0.1%+6,340新進歷史
iShares Tr46434VBG4IBONDS DEC24 ETF–$59.5 萬<0.1%–––
Schwab Emerging Markets Equity ETF808524706ETF24,251$59.7 萬<0.1%+2,434+11.2%加碼–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF18,677$60.0 萬<0.1%−600−3.1%減碼–
MOAltria Group, Inc.Stock13,263$60.1 萬<0.1%−191−1.4%減碼歷史
BAXBaxter International IncStock13,200$60.1 萬<0.1%−1,695−11.4%減碼歷史
KMBKimberly Clark CorpStock4,367$60.3 萬<0.1%+4,367新進歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF7,527$61.1 萬<0.1%+74+1.0%加碼–
LEGLeggett & Platt IncStock20,674$61.2 萬<0.1%00.0%不變歷史
GLWCorning IncCOM17,536$61.4 萬<0.1%+9,057+106.8%加碼歷史
Vanguard Real Estate ETF922908553ETF7,417$62.0 萬<0.1%−1,706−18.7%減碼–
MSIMotorola Solutions, Inc.Stock2,135$62.6 萬<0.1%+2,135新進歷史
AVGOBroadcom Inc.Stock731$63.4 萬<0.1%+88+13.7%加碼歷史
THFFFirst Financial CorpStock19,560$63.5 萬<0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock1,974$63.7 萬<0.1%+323+19.6%加碼歷史
CFBCrossfirst Bankshares, Inc.COM64,376$64.4 萬<0.1%00.0%不變歷史
CRMSalesforce, Inc.Stock3,100$65.5 萬<0.1%+92+3.1%加碼歷史
HRLHormel Foods CorpCOM16,481$66.3 萬<0.1%+187+1.1%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF23,106$66.5 萬<0.1%+88+0.4%加碼–
MSMorgan StanleyStock7,818$66.8 萬<0.1%+1,950+33.2%加碼歷史
ADPAutomatic Data Processing IncStock3,222$70.8 萬<0.1%+276+9.4%加碼歷史
MPCMarathon Petroleum CorpStock6,132$71.5 萬<0.1%+1,893+44.7%加碼歷史
CICigna GroupStock2,581$72.4 萬<0.1%−195−7.0%減碼歷史
NVSNovartis AGADR7,183$72.5 萬<0.1%+2,608+57.0%加碼歷史
GISGeneral Mills IncStock9,548$73.2 萬<0.1%+6,106+177.4%加碼歷史
iShares Tr464287697U.S. UTILITS ETF9,032$73.8 萬<0.1%+480+5.6%加碼–
WECWec Energy Group, Inc.Stock8,463$74.7 萬<0.1%00.0%不變歷史
PRUPrudential Financial IncStock8,496$75.0 萬<0.1%+2,321+37.6%加碼歷史
DDominion Energy, IncStock14,725$76.3 萬<0.1%−2,380−13.9%減碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF26,303$77.4 萬<0.1%+180+0.7%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF4,482$77.9 萬<0.1%+1,049+30.6%加碼–
WMWaste Management IncStock4,504$78.1 萬<0.1%+648+16.8%加碼歷史
ETNEaton Corp plcStock3,903$78.5 萬<0.1%+1,604+69.8%加碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF10,807$81.3 萬<0.1%00.0%不變–
NKENIKE, Inc.Stock7,380$81.5 萬<0.1%+4,535+159.4%加碼歷史
SRESempraStock5,609$81.7 萬<0.1%+1,248+28.6%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF1,727$82.7 萬<0.1%00.0%不變歷史
iShares Tr46435G243ESG AWRE 1 5 YR34,689$82.9 萬<0.1%+666+2.0%加碼–
iShares S&P 100 ETF464287101ETF4,373$90.5 萬<0.1%00.0%不變–
SYYSysco CorpStock12,215$90.6 萬<0.1%+1,011+9.0%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A707$90.8 萬<0.1%+707新進歷史
GEGeneral Electric CoStock8,301$91.2 萬<0.1%−719−8.0%減碼歷史
iShares Tips Bond ETF464287176ETF8,490$91.4 萬<0.1%−67−0.8%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF4,537$92.0 萬<0.1%−237−5.0%減碼–
CARRCarrier Global CorpStock18,653$92.7 萬<0.1%+5,593+42.8%加碼歷史
OTISOtis Worldwide CorpStock10,545$93.9 萬<0.1%+4,048+62.3%加碼歷史
EDConsolidated Edison IncStock10,468$94.6 萬<0.1%00.0%不變歷史
YUMYum Brands IncStock6,865$95.1 萬<0.1%−11−0.2%減碼歷史
Invesco Exchange Traded FD T46137V597RAFI US 15005,623$96.6 萬<0.1%−99−1.7%減碼–
PMPhilip Morris International Inc.Stock9,957$97.2 萬<0.1%−300−2.9%減碼歷史
Vanguard World FD921910733ESG US STK ETF12,419$97.3 萬<0.1%+924+8.0%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF14,876$97.3 萬<0.1%−948−6.0%減碼–
STTState Street CorpCOM13,347$97.7 萬<0.1%+9,422+240.1%加碼歷史
iShares Select U.S. REIT ETF464287564ETF17,582$97.7 萬<0.1%−1,096−5.9%減碼–
CMCSAComcast CorpStock24,497$101.8 萬<0.1%+10,642+76.8%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF22,781$105.2 萬<0.1%−181−0.8%減碼–
Vanguard Whitehall FDS921946810INTL DVD ETF14,155$106.3 萬<0.1%−162−1.1%減碼–
iShares U.S. Treasury Bond ETF46429B267ETF46,547$106.6 萬<0.1%−1,495−3.1%減碼–
XELXcel Energy IncStock17,335$107.8 萬<0.1%+17,335新進歷史
EMREmerson Electric CoStock11,956$108.1 萬<0.1%+246+2.1%加碼歷史
FDXFedEx CorpStock4,377$108.5 萬<0.1%+4,377新進歷史

2023 年第 1 季之後清倉（21 檔）

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

BKD Wealth Advisors, LLC 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
Schwab Charles Family FD808515530AMT TAX FREE MNY0$175.0 萬0.1%–
SPLPSteel Partners Holdings L.P.LTD PRTRSHIP U9,255$40.6 萬<0.1%歷史
iShares Tr464288158SHRT NAT MUN ETF2,935$30.7 萬<0.1%–
MARMarriott International IncStock1,793$29.8 萬<0.1%歷史
GMGeneral Motors CoCOM7,768$28.5 萬<0.1%歷史
SOSouthern CoStock4,042$28.1 萬<0.1%歷史
DGXQuest Diagnostics IncCOM1,934$27.4 萬<0.1%歷史
LITELumentum Holdings Inc.COM5,000$27.0 萬<0.1%歷史
DINOHF Sinclair CorpCOM5,500$26.6 萬<0.1%歷史
NJRNew Jersey Resources CorpStock4,213$22.4 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM3,122$22.4 萬<0.1%歷史
CTVACorteva, Inc.Stock3,597$21.7 萬<0.1%歷史
NFLXNetflix IncStock615$21.2 萬<0.1%歷史
PRKPark National CorpCOM1,791$21.2 萬<0.1%歷史
DGDollar General CorpCOM986$20.8 萬<0.1%歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,304$20.7 萬<0.1%–
BKHBlack Hills CorpCOM3,179$20.1 萬<0.1%歷史
STCNSteel Connect LLCCOM151,272$17.2 萬<0.1%歷史
HBIHanesbrands Inc.COM30,191$15.9 萬<0.1%歷史
ETEnergy Transfer LPCOM UT LTD PTN10,020$12.5 萬<0.1%歷史
ALECAlector, Inc.COM10,000$6.19 萬<0.1%歷史