Bell & Brown Wealth Advisors, LLC
- SEC CIK
- 0001725362
- 最新申報
- 2026/8/10
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/12 申報。只含多頭部位。
- 持股檔數
- 73
- 2021 年第 2 季沒有申報
- 總值
- $1.85 億
- 2021 年第 2 季沒有申報
Bell & Brown Wealth Advisors, LLC 沒有申報 2021 年第 2 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 | 67,544 | $955.7 萬 | 5.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,920 | $780.7 萬 | 4.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 113,529 | $667.8 萬 | 3.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,695 | $600.6 萬 | 3.2% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 15,726 | $567.6 萬 | 3.1% | – | – | 歷史 |
| BABoeing Co | Stock | 25,206 | $554.4 萬 | 3.0% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 42,196 | $544.2 萬 | 2.9% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,787 | $523.1 萬 | 2.8% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 30,285 | $512.3 萬 | 2.8% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 22,085 | $510.3 萬 | 2.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 31,177 | $510.3 萬 | 2.8% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 28,869 | $474.1 萬 | 2.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,419 | $466.1 萬 | 2.5% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 156,810 | $463.8 萬 | 2.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,025 | $451.8 萬 | 2.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 17,058 | $443.9 萬 | 2.4% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 19,249 | $422.1 萬 | 2.3% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 11,115 | $420.2 萬 | 2.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 37,587 | $414.6 萬 | 2.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 17,303 | $395.8 萬 | 2.1% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 55,118 | $389.0 萬 | 2.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 75,312 | $349.5 萬 | 1.9% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 55,834 | $330.4 萬 | 1.8% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 7,157 | $289.6 萬 | 1.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 37,929 | $284.9 萬 | 1.5% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 32,448 | $282.7 萬 | 1.5% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 16,811 | $281.6 萬 | 1.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,259 | $281.3 萬 | 1.5% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 18,987 | $281.1 萬 | 1.5% | – | – | 歷史 |
| WSMWilliams Sonoma Inc | COM | 15,820 | $280.5 萬 | 1.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 25,457 | $258.3 萬 | 1.4% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 20,249 | $248.8 萬 | 1.3% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 16,927 | $245.8 萬 | 1.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 9,461 | $228.1 萬 | 1.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 15,180 | $211.6 萬 | 1.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 14,654 | $204.9 萬 | 1.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 13,606 | $204.6 萬 | 1.1% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 29,555 | $200.9 萬 | 1.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 34,082 | $196.2 萬 | 1.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,714 | $187.6 萬 | 1.0% | – | – | 歷史 |
| CCitigroup Inc | Stock | 26,697 | $187.4 萬 | 1.0% | – | – | 歷史 |
| EBAYeBay Inc | COM | 26,750 | $186.4 萬 | 1.0% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 8,554 | $181.9 萬 | 1.0% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 33,512 | $175.8 萬 | 0.9% | – | – | 歷史 |
| INTCIntel Corp | Stock | 32,563 | $173.5 萬 | 0.9% | – | – | 歷史 |
| RTXRTX Corp | Stock | 18,572 | $159.6 萬 | 0.9% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 35,939 | $151.2 萬 | 0.8% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 11,090 | $146.9 萬 | 0.8% | – | – | 歷史 |
| CECelanese Corp | Stock | 9,675 | $145.7 萬 | 0.8% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 54,937 | $142.5 萬 | 0.8% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 6,185 | $125.5 萬 | 0.7% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 11,926 | $111.9 萬 | 0.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,206 | $93.5 萬 | 0.5% | – | – | 歷史 |
| TKTeekay Corp Ltd | COM | 237,509 | $86.9 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,669 | $52.2 萬 | 0.3% | – | – | 歷史 |
| Credit Suisse Group225401108 | SPONSORED ADR | 46,384 | $45.7 萬 | 0.2% | – | – | – |
| MSMorgan Stanley | Stock | 4,595 | $44.7 萬 | 0.2% | – | – | 歷史 |
| IOSPInnospec Inc. | COM | 5,150 | $43.4 萬 | 0.2% | – | – | 歷史 |
| LEALear Corp | COM NEW | 2,535 | $39.7 萬 | 0.2% | – | – | 歷史 |
| SRESempra | Stock | 3,100 | $39.2 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,358 | $37.1 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 3,387 | $34.9 萬 | 0.2% | – | – | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,405 | $34.9 萬 | 0.2% | – | – | 歷史 |
| EIXEdison International | Stock | 5,112 | $28.4 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 9,840 | $26.6 萬 | 0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 545 | $23.4 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 5,441 | $23.1 萬 | 0.1% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 598 | $21.5 萬 | 0.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,965 | $20.7 萬 | 0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 7,489 | $20.5 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 77 | $20.5 萬 | 0.1% | – | – | 歷史 |
| TLPHTalphera, Inc. | COM | 20,000 | $2.00 萬 | <0.1% | – | – | 歷史 |
| Redwood Tr Inc758075AC9 | NOTE 4.750% 8/1 | 13,000 | $1.30 萬 | <0.1% | – | – | – |