Bell & Brown Wealth Advisors, LLC
- SEC CIK
- 0001725362
- 最新申報
- 2026/8/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/13 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 69
- 較 2024 年第 1 季 +1
- 總值
- $2.29 億
- 較 2024 年第 1 季 −$412.8 萬 (−1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 15,124 | $1,369 萬 | 6.0% | −282−1.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 61,949 | $1,305 萬 | 5.7% | +1,933+3.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 59,197 | $1,086 萬 | 4.7% | +161+0.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 18,021 | $908.7 萬 | 4.0% | +807+4.7% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 44,306 | $882.5 萬 | 3.8% | −171−0.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 73,318 | $844.0 萬 | 3.7% | +1,544+2.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,540 | $744.8 萬 | 3.2% | +383+1.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,607 | $742.3 萬 | 3.2% | +1,121+7.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 33,872 | $685.3 萬 | 3.0% | +907+2.8% | 加碼 | 歷史 |
| BABoeing Co | Stock | 36,989 | $673.2 萬 | 2.9% | +614+1.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 14,324 | $648.2 萬 | 2.8% | +491+3.5% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 40,450 | $634.1 萬 | 2.8% | −316−0.8% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 19,697 | $590.6 萬 | 2.6% | +80+0.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,550 | $556.8 萬 | 2.4% | +168+2.6% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 92,710 | $550.6 萬 | 2.4% | +20,944+29.2% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 13,251 | $511.3 萬 | 2.2% | +844+6.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 51,256 | $508.9 萬 | 2.2% | +1,434+2.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 40,777 | $505.3 萬 | 2.2% | +1,323+3.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 30,787 | $434.7 萬 | 1.9% | +314+1.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 26,329 | $411.8 萬 | 1.8% | +1,287+5.1% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 70,698 | $410.2 萬 | 1.8% | +1,098+1.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 55,154 | $373.4 萬 | 1.6% | −277−0.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 46,688 | $363.5 萬 | 1.6% | +3,447+8.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 14,771 | $342.0 萬 | 1.5% | −389−2.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 14,691 | $315.9 萬 | 1.4% | −65−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,058 | $311.8 萬 | 1.4% | +694+8.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,793 | $306.0 萬 | 1.3% | −226−2.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,450 | $287.8 萬 | 1.3% | +1,767+11.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 14,231 | $281.6 萬 | 1.2% | +1,379+10.7% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 44,098 | $277.9 萬 | 1.2% | −1,184−2.6% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 34,128 | $274.7 萬 | 1.2% | +1,242+3.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 16,584 | $273.5 萬 | 1.2% | +597+3.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 41,771 | $265.9 萬 | 1.2% | +3,020+7.8% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 36,672 | $264.0 萬 | 1.2% | +999+2.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 26,233 | $263.4 萬 | 1.1% | +118+0.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,118 | $257.9 萬 | 1.1% | +890+9.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 16,592 | $242.7 萬 | 1.1% | −179−1.1% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 17,095 | $241.6 萬 | 1.1% | −2,085−10.9% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 18,061 | $236.3 萬 | 1.0% | −810−4.3% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 42,827 | $227.2 萬 | 1.0% | +1,903+4.7% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 28,923 | $218.0 萬 | 1.0% | +1,044+3.7% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 15,228 | $210.5 萬 | 0.9% | +1,164+8.3% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 48,967 | $208.1 萬 | 0.9% | −2,050−4.0% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,163 | $184.1 萬 | 0.8% | +360+6.2% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 31,709 | $171.0 萬 | 0.7% | +113+0.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 26,860 | $170.5 萬 | 0.7% | +1,207+4.7% | 加碼 | 歷史 |
| TKTeekay Corp Ltd | COM | 189,163 | $169.1 萬 | 0.7% | −3,745−1.9% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 40,169 | $166.8 萬 | 0.7% | +3,626+9.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,147 | $136.9 萬 | 0.6% | −241−2.9% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 9,202 | $124.1 萬 | 0.5% | −165−1.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,470 | $120.6 萬 | 0.5% | −245−4.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,740 | $108.0 萬 | 0.5% | +3,270+59.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| NFLXNetflix Inc | Stock | 1,431 | $96.6 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| IOSPInnospec Inc. | COM | 5,216 | $64.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 3,883 | $61.7 萬 | 0.3% | −77−1.9% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,427 | $43.0 萬 | 0.2% | +27+0.6% | 加碼 | 歷史 |
| EIXEdison International | Stock | 5,112 | $36.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,096 | $35.3 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 10,584 | $32.8 萬 | 0.1% | −1,001−8.6% | 減碼 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 1,755 | $29.4 萬 | 0.1% | +1,755 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,064 | $27.9 萬 | 0.1% | +250+30.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 478 | $22.9 萬 | 0.1% | +478 | 新進 | – |
| IBRXImmunityBio, Inc. | COM | 34,400 | $21.7 萬 | 0.1% | +100+0.3% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 488 | $21.3 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,094 | $21.0 萬 | 0.1% | +251+5.2% | 加碼 | 歷史 |
| NUENucor Corp | COM | 1,305 | $20.6 萬 | 0.1% | +152+13.2% | 加碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 11,940 | $16.0 萬 | 0.1% | +11,940 | 新進 | 歷史 |
| ARCCAres Capital Corp | CEF | 2,726 | – | – | +2,726 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,408 | – | – | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（3 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。