Bell & Brown Wealth Advisors, LLC
- SEC CIK
- 0001725362
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/29 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 69
- 較 2025 年第 1 季 0
- 總值
- $2.80 億
- 較 2025 年第 1 季 +$2,318 萬 (+9.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 64,338 | $1,773 萬 | 6.3% | −4,967−7.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 62,340 | $1,279 萬 | 4.6% | +339+0.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,041 | $1,259 萬 | 4.5% | −254−1.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 58,027 | $1,023 萬 | 3.7% | −779−1.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 14,294 | $1,012 萬 | 3.6% | −133−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 33,983 | $985.3 萬 | 3.5% | +52+0.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 12,577 | $981.1 萬 | 3.5% | −1,070−7.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 37,973 | $832.0 萬 | 3.0% | −1,047−2.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,191 | $804.7 萬 | 2.9% | −642−3.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 74,309 | $800.8 萬 | 2.9% | −491−0.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 36,571 | $765.7 萬 | 2.7% | −21−0.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 91,211 | $730.8 萬 | 2.6% | −565−0.6% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 45,500 | $722.6 萬 | 2.6% | −101−0.2% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 14,482 | $675.9 萬 | 2.4% | +45+0.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 30,446 | $665.7 萬 | 2.4% | −458−1.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 53,675 | $665.6 萬 | 2.4% | +51+0.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,252 | $619.7 萬 | 2.2% | −540−8.0% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 42,640 | $573.0 萬 | 2.0% | −183−0.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 57,686 | $564.1 萬 | 2.0% | +340+0.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 73,885 | $548.4 萬 | 2.0% | +1,284+1.8% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 31,008 | $506.4 萬 | 1.8% | +145+0.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 14,661 | $467.7 萬 | 1.7% | −20−0.1% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 20,470 | $467.1 萬 | 1.7% | −103−0.5% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 15,065 | $459.2 萬 | 1.6% | −14−0.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 48,572 | $445.1 萬 | 1.6% | +396+0.8% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 39,013 | $442.4 萬 | 1.6% | +297+0.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 29,412 | $421.2 萬 | 1.5% | +555+1.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 13,136 | $417.3 萬 | 1.5% | −104−0.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 26,822 | $391.0 萬 | 1.4% | −812−2.9% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 17,503 | $372.4 萬 | 1.3% | +17,503 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 86,968 | $364.7 萬 | 1.3% | +1,362+1.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,611 | $352.4 萬 | 1.3% | +82+0.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 43,539 | $344.7 萬 | 1.2% | −129−0.3% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 51,256 | $320.7 萬 | 1.1% | −100−0.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 45,285 | $320.4 萬 | 1.1% | +452+1.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,721 | $313.3 萬 | 1.1% | −165−1.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 11,134 | $312.0 萬 | 1.1% | +237+2.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 18,067 | $287.8 萬 | 1.0% | +219+1.2% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 30,051 | $280.4 萬 | 1.0% | +60+0.2% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 30,969 | $263.6 萬 | 0.9% | +156+0.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,948 | $263.4 萬 | 0.9% | +288+1.5% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 36,710 | $251.8 萬 | 0.9% | +583+1.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 33,840 | $240.4 萬 | 0.9% | +1,853+5.8% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 17,293 | $223.0 萬 | 0.8% | +163+1.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 42,467 | $196.6 萬 | 0.7% | −205−0.5% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 19,785 | $194.6 萬 | 0.7% | +789+4.2% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 25,781 | $192.1 萬 | 0.7% | −640−2.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,343 | $177.4 萬 | 0.6% | −44−3.2% | 減碼 | 歷史 |
| TKTeekay Corp Ltd | SHS | 200,653 | $165.5 萬 | 0.6% | +1,050+0.5% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,580 | $156.3 萬 | 0.6% | −7−0.1% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 27,167 | $150.3 萬 | 0.5% | +10,515+63.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,449 | $120.9 萬 | 0.4% | −40−0.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,065 | $111.6 萬 | 0.4% | +220+3.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,939 | $101.2 萬 | 0.4% | −125−3.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,348 | $76.2 萬 | 0.3% | +101+2.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,450 | $70.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 4,528 | $63.8 萬 | 0.2% | +23+0.5% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,144 | $58.3 萬 | 0.2% | −6−0.5% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 16,831 | $44.6 萬 | 0.2% | −231−1.4% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 817 | $43.2 萬 | 0.2% | +15+1.9% | 加碼 | 歷史 |
| IOSPInnospec Inc. | COM | 4,966 | $41.8 萬 | 0.1% | −250−4.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 949 | $33.7 萬 | 0.1% | +42+4.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 484 | $26.7 萬 | 0.1% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 484 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,439 | $22.0 萬 | 0.1% | +106+8.0% | 加碼 | 歷史 |
| EIXEdison International | Stock | 4,112 | $21.2 萬 | 0.1% | −1,000−19.6% | 減碼 | 歷史 |
| IBRXImmunityBio, Inc. | COM | 77,750 | $20.5 萬 | 0.1% | +19,050+32.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 4,249 | $20.1 萬 | 0.1% | +4,249 | 新進 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 13,440 | $18.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| TGTTarget Corp | Stock | $4.93 萬 | – |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。