Bell & Brown Wealth Advisors, LLC
- SEC CIK
- 0001725362
- 最新申報
- 2026/8/10
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/22 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 73
- 較 2022 年第 1 季 −2
- 總值
- $1.87 億
- 較 2022 年第 1 季 −$3,372 萬 (−15.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 65,265 | $892.3 萬 | 4.8% | −2,473−3.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 103,581 | $887.1 萬 | 4.7% | −3,929−3.7% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 125,509 | $739.0 萬 | 4.0% | +15,799+14.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,272 | $713.0 萬 | 3.8% | +357+12.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 20,473 | $663.8 萬 | 3.5% | −1,613−7.3% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 54,649 | $580.8 萬 | 3.1% | −1,455−2.6% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 14,992 | $577.9 萬 | 3.1% | −63−0.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 41,295 | $527.5 萬 | 2.8% | −472−1.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,328 | $501.7 萬 | 2.7% | −211−2.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 60,588 | $466.5 萬 | 2.5% | −773−1.3% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 20,162 | $457.1 萬 | 2.4% | −113−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 42,591 | $452.3 萬 | 2.4% | +11,431+36.7% | 加碼依 20 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,348 | $445.6 萬 | 2.4% | +642+3.8% | 加碼 | 歷史 |
| BABoeing Co | Stock | 30,732 | $420.1 萬 | 2.2% | +970+3.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 43,300 | $394.8 萬 | 2.1% | +355+0.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,133 | $390.0 萬 | 2.1% | +22+0.2% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 97,934 | $383.6 萬 | 2.1% | −2,110−2.1% | 減碼 | 歷史 |
| ABRArbor Realty Trust Inc | COM | 288,093 | $377.6 萬 | 2.0% | −532,432−64.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 39,845 | $376.1 萬 | 2.0% | +342+0.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 32,927 | $370.8 萬 | 2.0% | −41−0.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 21,889 | $368.8 萬 | 2.0% | −540−2.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 24,573 | $355.8 萬 | 1.9% | −399−1.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 21,165 | $341.2 萬 | 1.8% | +444+2.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,449 | $309.1 萬 | 1.7% | +22+0.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 39,947 | $305.2 萬 | 1.6% | +758+1.9% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 41,857 | $292.3 萬 | 1.6% | +343+0.8% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 23,508 | $267.2 萬 | 1.4% | +1,655+7.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 15,360 | $255.9 萬 | 1.4% | +25+0.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,706 | $239.6 萬 | 1.3% | −436−4.3% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 21,351 | $236.9 萬 | 1.3% | +2,876+15.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 16,371 | $231.2 萬 | 1.2% | −419−2.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 36,532 | $229.9 萬 | 1.2% | −271−0.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 15,763 | $226.6 萬 | 1.2% | +108+0.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 18,537 | $225.4 萬 | 1.2% | +395+2.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 31,573 | $220.6 萬 | 1.2% | +173+0.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 22,943 | $220.5 萬 | 1.2% | +182+0.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 15,859 | $219.8 萬 | 1.2% | −565−3.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,890 | $216.3 萬 | 1.2% | −195−2.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 20,931 | $213.9 萬 | 1.1% | +675+3.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,571 | $207.6 萬 | 1.1% | +363+5.0% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 39,557 | $204.1 萬 | 1.1% | +515+1.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 11,599 | $202.9 萬 | 1.1% | +11,599 | 新進 | 歷史 |
| DFSDiscover Financial Services | COM | 19,475 | $184.2 萬 | 1.0% | −254−1.3% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 33,962 | $183.8 萬 | 1.0% | +135+0.4% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 32,842 | $182.5 萬 | 1.0% | +1,074+3.4% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,497 | $177.1 萬 | 0.9% | −132−2.0% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 13,032 | $176.1 萬 | 0.9% | +605+4.9% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 51,888 | $161.9 萬 | 0.9% | −2,125−3.9% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 32,960 | $151.6 萬 | 0.8% | +1,182+3.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 39,623 | $148.3 萬 | 0.8% | +1,050+2.7% | 加碼 | 歷史 |
| VIXYProShares Trust II | VIX SH TRM FUTRS | 75,000 | $136.9 萬 | 0.7% | +75,000 | 新進 | 歷史 |
| CECelanese Corp | Stock | 9,290 | $109.3 萬 | 0.6% | −145−1.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,941 | $103.8 萬 | 0.6% | −80−1.3% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 11,143 | $97.5 萬 | 0.5% | −603−5.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,320 | $88.9 萬 | 0.5% | +25+1.9% | 加碼 | 歷史 |
| TKTeekay Corp Ltd | COM | 206,292 | $59.4 萬 | 0.3% | −3,060−1.5% | 減碼 | 歷史 |
| IOSPInnospec Inc. | COM | 5,218 | $50.0 萬 | 0.3% | +32+0.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,439 | $47.9 萬 | 0.3% | −1,057−10.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,678 | $47.6 萬 | 0.3% | −223−7.7% | 減碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 5,000 | $41.1 萬 | 0.2% | +5,000 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,408 | $38.4 萬 | 0.2% | −254−15.3% | 減碼 | 歷史 |
| UUnity Software Inc. | COM | 10,000 | $36.8 萬 | 0.2% | +10,000 | 新進 | 歷史 |
| EIXEdison International | Stock | 5,112 | $32.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 4,195 | $31.9 萬 | 0.2% | +36+0.9% | 加碼 | 歷史 |
| LEALear Corp | COM NEW | 2,375 | $29.9 萬 | 0.2% | −110−4.4% | 減碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 70,400 | $29.3 萬 | 0.2% | −47,000−40.0% | 減碼 | 歷史 |
| RBLXRoblox Corp | Stock | 8,715 | $28.7 萬 | 0.2% | +8,715 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 574 | $27.4 萬 | 0.1% | −9−1.5% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,000 | $26.6 萬 | 0.1% | −30−1.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 860 | $24.1 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 99 | $21.7 萬 | 0.1% | −2−2.0% | 減碼 | 歷史 |
| WLLWhiting Holdings LLC | COM NEW | 3,087 | $21.0 萬 | 0.1% | −56−1.8% | 減碼 | 歷史 |
| STABStatera Biopharma, Inc. | COM | 18,313 | $5,000 | <0.1% | −1,000−5.2% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（7 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SNAPSnap Inc | Stock | 30,100 | $108.3 萬 | 0.5% | 歷史 |
| GEGeneral Electric Co | Stock | 3,184 | $29.1 萬 | 0.1% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 478 | $21.6 萬 | 0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,760 | $21.5 萬 | 0.1% | – |
| CPECallon Petroleum Co | COM | 3,492 | $20.6 萬 | 0.1% | 歷史 |
| Redwood Tr Inc758075AC9 | NOTE 4.750% 8/1 | – | $1.30 萬 | <0.1% | – |
| TLPHTalphera, Inc. | COM | 20,000 | $6,000 | <0.1% | 歷史 |