Bell & Brown Wealth Advisors, LLC
- SEC CIK
- 0001725362
- 最新申報
- 2026/8/10
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 71
- 較 2024 年第 2 季 +2
- 總值
- $2.56 億
- 較 2024 年第 2 季 +$2,634 萬 (+11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 62,344 | $1,453 萬 | 5.7% | +395+0.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 80,937 | $1,396 萬 | 5.5% | −533−0.7% | 減碼依 10 比 1 拆股換算 | 歷史 |
| LLYEli Lilly & Co | Stock | 14,879 | $1,318 萬 | 5.2% | −245−1.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,891 | $1,024 萬 | 4.0% | −130−0.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 59,129 | $980.7 萬 | 3.8% | −68−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 73,492 | $861.5 萬 | 3.4% | +174+0.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 44,557 | $757.7 萬 | 3.0% | +251+0.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,683 | $720.8 萬 | 2.8% | +143+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 33,950 | $715.9 萬 | 2.8% | +78+0.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 14,377 | $711.9 萬 | 2.8% | +53+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,458 | $708.2 萬 | 2.8% | −149−0.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,694 | $593.5 萬 | 2.3% | +144+2.2% | 加碼 | 歷史 |
| BABoeing Co | Stock | 37,241 | $566.2 萬 | 2.2% | +252+0.7% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 71,991 | $561.7 萬 | 2.2% | +1,293+1.8% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 41,417 | $559.3 萬 | 2.2% | +967+2.4% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 13,823 | $537.9 萬 | 2.1% | +572+4.3% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 19,627 | $537.2 萬 | 2.1% | −70−0.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 92,845 | $524.5 萬 | 2.1% | +135+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 30,394 | $517.9 萬 | 2.0% | −393−1.3% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 33,359 | $516.8 萬 | 2.0% | −831−2.4% | 減碼依 2 比 1 拆股換算 | 歷史 |
| DISWalt Disney Co | Stock | 52,007 | $500.3 萬 | 2.0% | +751+1.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 42,217 | $479.4 萬 | 1.9% | +1,440+3.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 46,885 | $457.1 萬 | 1.8% | +197+0.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 55,129 | $445.2 萬 | 1.7% | −250.0% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 38,134 | $404.7 萬 | 1.6% | +1,462+4.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 14,706 | $398.8 萬 | 1.6% | −65−0.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 26,884 | $395.9 萬 | 1.5% | +555+2.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,218 | $373.5 萬 | 1.5% | +160+1.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 14,059 | $367.8 萬 | 1.4% | −172−1.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 14,664 | $356.4 萬 | 1.4% | −27−0.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 26,299 | $318.6 萬 | 1.2% | +66+0.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,842 | $317.1 萬 | 1.2% | +49+0.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,234 | $311.6 萬 | 1.2% | +116+1.1% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 34,779 | $309.9 萬 | 1.2% | +651+1.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,801 | $302.7 萬 | 1.2% | +351+2.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 42,063 | $302.3 萬 | 1.2% | +292+0.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 16,884 | $292.5 萬 | 1.1% | +300+1.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 17,350 | $270.4 萬 | 1.1% | +758+4.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 29,420 | $260.1 萬 | 1.0% | +497+1.7% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 17,956 | $251.9 萬 | 1.0% | −105−0.6% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 43,502 | $237.7 萬 | 0.9% | +675+1.6% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 44,148 | $227.5 萬 | 0.9% | +50+0.1% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 15,627 | $222.4 萬 | 0.9% | +399+2.6% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 48,145 | $219.8 萬 | 0.9% | −822−1.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 40,221 | $208.1 萬 | 0.8% | +52+0.1% | 加碼 | 歷史 |
| TKTeekay Corp Ltd | COM | 189,002 | $173.9 萬 | 0.7% | −161−0.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 27,319 | $171.0 萬 | 0.7% | +459+1.7% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,278 | $170.4 萬 | 0.7% | +115+1.9% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 27,651 | $162.6 萬 | 0.6% | −4,058−12.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,515 | $149.4 萬 | 0.6% | +45+0.8% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 9,037 | $122.9 萬 | 0.5% | −165−1.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,925 | $108.4 萬 | 0.4% | +185+2.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,431 | $101.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 3,878 | $73.1 萬 | 0.3% | −5−0.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,098 | $68.5 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,408 | $64.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IOSPInnospec Inc. | COM | 5,216 | $59.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 4,456 | $46.5 萬 | 0.2% | +29+0.7% | 加碼 | 歷史 |
| EIXEdison International | Stock | 5,112 | $44.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,100 | $30.9 萬 | 0.1% | +1,100 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 488 | $28.1 萬 | 0.1% | +488 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 488 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 914 | $25.1 萬 | 0.1% | −150−14.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 10,298 | $24.2 萬 | 0.1% | −286−2.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 478 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| CHRDChord Energy Corp | COM NEW | 1,755 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,047 | $22.7 萬 | 0.1% | −47−0.9% | 減碼 | 歷史 |
| RDNTRadNet, Inc. | COM | 3,000 | $20.8 萬 | 0.1% | +3,000 | 新進 | 歷史 |
| GEVGE Vernova Inc. | Stock | 792 | $20.2 萬 | 0.1% | +792 | 新進 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 13,440 | $15.1 萬 | 0.1% | +1,500+12.6% | 加碼 | 歷史 |
| IBRXImmunityBio, Inc. | COM | 36,900 | $13.7 萬 | 0.1% | +2,500+7.3% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（2 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。