Clear Perspective Advisors, LLC
- SEC CIK
- 0001704677
- 最新申報
- 2022/2/17
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 162
- 較 2021 年第 1 季 +10
- 總值
- $2.88 億
- 較 2021 年第 1 季 +$3,215 萬 (+12.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ZNGAZynga Inc | CL A | 14,924 | $15.9 萬 | 0.1% | +400+2.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 531 | $20.2 萬 | 0.1% | +531 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,444 | $20.6 萬 | 0.1% | +1,444 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,532 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 440 | $21.6 萬 | 0.1% | −63−12.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 620 | $22.0 萬 | 0.1% | −352−36.2% | 減碼 | – |
| DEDeere & Co | Stock | 650 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 5,573 | $23.0 萬 | 0.1% | +82+1.5% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,608 | $23.1 萬 | 0.1% | +200+4.5% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 7,790 | $23.2 萬 | 0.1% | +682+9.6% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,967 | $23.4 萬 | 0.1% | +15+0.5% | 加碼 | – |
| ZMZoom Communications, Inc. | Stock | 620 | $24.0 萬 | 0.1% | +620 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 4,493 | $24.3 萬 | 0.1% | +127+2.9% | 加碼 | 歷史 |
| Tencent Holdings Ltd ADR88032Q109 | COM | 3,262 | $24.6 萬 | 0.1% | −363−10.0% | 減碼 | – |
| PAYXPaychex Inc | Stock | 2,323 | $24.9 萬 | 0.1% | −250−9.7% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,455 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 3,130 | $25.0 萬 | 0.1% | −975−23.8% | 減碼 | 歷史 |
| JMIAJumia Technologies AG | SPONSORED ADS | 8,284 | $25.1 萬 | 0.1% | +8,284 | 新進 | 歷史 |
| NVTAInvitae Corp | COM | 7,450 | $25.1 萬 | 0.1% | −41,369−84.7% | 減碼 | 歷史 |
| BGSB&G Foods, Inc. | COM | 7,823 | $25.7 萬 | 0.1% | +200+2.6% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 3,212 | $25.9 萬 | 0.1% | −100−3.0% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,632 | $26.1 萬 | 0.1% | −498−15.9% | 減碼 | 歷史 |
| APPNAppian Corp | CL A | 1,900 | $26.2 萬 | 0.1% | +215+12.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,780 | $26.3 萬 | 0.1% | −163−8.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,310 | $26.6 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 3,964 | $26.8 萬 | 0.1% | +3,964 | 新進 | – |
| EPDEnterprise Products Partners L.P. | Stock | 11,150 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WORKSlack Technologies, Inc. | COM CL A | 6,075 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,670 | $27.0 萬 | 0.1% | +3,670 | 新進 | – |
| LULUlululemon athletica inc. | Stock | 743 | $27.1 萬 | 0.1% | −306−29.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,000 | $28.0 萬 | 0.1% | −240−10.7% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,900 | $28.5 萬 | 0.1% | −150−7.3% | 減碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 10,450 | $28.9 萬 | 0.1% | +1,100+11.8% | 加碼 | – |
| SNYSanofi | SPONSORED ADR | 5,487 | $28.9 萬 | 0.1% | −100−1.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 780 | $29.5 萬 | 0.1% | −22−2.7% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,319 | $29.7 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 6,934 | $31.5 萬 | 0.1% | +853+14.0% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 2,182 | $31.6 萬 | 0.1% | +2,182 | 新進 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 14,820 | $32.0 萬 | 0.1% | +14,820 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,152 | $32.4 萬 | 0.1% | −4,070−36.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,735 | $33.4 萬 | 0.1% | +8+0.5% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,000 | $34.5 萬 | 0.1% | −17−1.7% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,643 | $35.4 萬 | 0.1% | −105−3.8% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,437 | $35.9 萬 | 0.1% | −20.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 5,815 | $36.6 萬 | 0.1% | +528+10.0% | 加碼 | – |
| NEENextera Energy Inc | Stock | 5,005 | $36.7 萬 | 0.1% | +1,166+30.4% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,768 | $36.8 萬 | 0.1% | −15−0.2% | 減碼 | – |
| DKNGDraftKings Inc. | COM CL A | 7,053 | $36.8 萬 | 0.1% | +7,053 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 12,250 | $37.0 萬 | 0.1% | +12,250 | 新進 | – |
| TGTTarget Corp | Stock | 1,547 | $37.4 萬 | 0.1% | −50−3.1% | 減碼 | 歷史 |
| OSBCOld Second Bancorp Inc | COM | 30,188 | $37.4 萬 | 0.1% | −528−1.7% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,214 | $37.7 萬 | 0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 8,162 | $38.9 萬 | 0.1% | −364−4.3% | 減碼 | 歷史 |
| JBSSSanfilippo John B & Son Inc | COM | 4,413 | $39.1 萬 | 0.1% | +4,413 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 7,763 | $39.8 萬 | 0.1% | +100+1.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,443 | $39.9 萬 | 0.1% | −270−7.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 970 | $41.7 萬 | 0.1% | −6−0.6% | 減碼 | – |
| RTXRTX Corp | Stock | 4,960 | $42.3 萬 | 0.1% | −100−2.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,020 | $42.6 萬 | 0.1% | +3,020 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 10,806 | $42.7 萬 | 0.1% | +553+5.4% | 加碼 | – |
| ULUnilever PLC | SPON ADR NEW | 7,304 | $42.7 萬 | 0.1% | −1,249−14.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,907 | $43.0 萬 | 0.1% | +2,164+57.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,777 | $43.8 萬 | 0.2% | −5,613−59.8% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,497 | $44.1 萬 | 0.2% | −386−20.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,057 | $44.8 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,102 | $44.8 萬 | 0.2% | +1,721+32.0% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,898 | $46.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 5,537 | $46.2 萬 | 0.2% | −42−0.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,822 | $46.7 萬 | 0.2% | +28+1.0% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 300 | $46.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 4,444 | $47.5 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 3,112 | $48.1 萬 | 0.2% | −4,457−58.9% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,325 | $50.2 萬 | 0.2% | −170−6.8% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 14,943 | $50.4 萬 | 0.2% | 00.0% | 不變依 1 比 2 拆股換算 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 15,235 | $51.8 萬 | 0.2% | +940+6.6% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 917 | $51.9 萬 | 0.2% | −42−4.4% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,783 | $52.4 萬 | 0.2% | −76−2.7% | 減碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 6,000 | $52.6 萬 | 0.2% | +6,000 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 1,115 | $53.2 萬 | 0.2% | +198+21.6% | 加碼 | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 4,638 | $53.6 萬 | 0.2% | −3,294−41.5% | 減碼 | – |
| NVSNovartis AG | ADR | 6,092 | $55.6 萬 | 0.2% | −238−3.8% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,163 | $57.0 萬 | 0.2% | +332+40.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,910 | $61.5 萬 | 0.2% | −3,716−32.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,325 | $63.1 萬 | 0.2% | 00.0% | 不變 | – |
| XYZBlock, Inc. | CL A | 2,656 | $64.8 萬 | 0.2% | −290−9.8% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 43,702 | $64.9 萬 | 0.2% | +6,724+18.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,837 | $66.1 萬 | 0.2% | −200−1.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,888 | $68.5 萬 | 0.2% | −50−1.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,793 | $70.9 萬 | 0.2% | +217+13.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,235 | $71.3 萬 | 0.2% | +502+29.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 16,630 | $73.1 萬 | 0.3% | +6,294+60.9% | 加碼 | – |
| CVXChevron Corp | Stock | 6,981 | $73.1 萬 | 0.3% | −385−5.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 3,841 | $76.3 萬 | 0.3% | −54−1.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,524 | $77.0 萬 | 0.3% | −79−0.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,186 | $77.8 萬 | 0.3% | +132+4.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 11,649 | $77.8 萬 | 0.3% | +690+6.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,146 | $77.9 萬 | 0.3% | +529+85.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,567 | $79.5 萬 | 0.3% | −25−0.7% | 減碼 | – |
| PFEPfizer Inc | Stock | 20,352 | $79.7 萬 | 0.3% | +3,294+19.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 14,186 | $87.1 萬 | 0.3% | −4,506−24.1% | 減碼 | – |
2021 年第 1 季之後清倉（5 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MGMMGM Resorts International | Stock | 14,309 | $54.4 萬 | 0.2% | 歷史 |
| ONDSOndas Inc. | COM NEW | 27,353 | $26.5 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 3,500 | $24.6 萬 | 0.1% | – |
| ETSYEtsy Inc | COM | 1,053 | $21.2 萬 | 0.1% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 1,112 | $20.2 萬 | 0.1% | 歷史 |