Bell & Brown Wealth Advisors, LLC
- SEC CIK
- 0001725362
- 最新申報
- 2026/8/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 73
- 較 2026 年第 1 季 +5
- 總值
- $3.30 億
- 較 2026 年第 1 季 +$2,183 萬 (+7.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 50,354 | $1,902 萬 | 5.8% | −4,065−7.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 51,866 | $1,854 萬 | 5.6% | −1,292−2.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 62,128 | $1,798 萬 | 5.4% | −417−0.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 12,011 | $1,441 萬 | 4.4% | −185−1.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 12,442 | $1,258 萬 | 3.8% | −172−1.4% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 40,713 | $1,060 萬 | 3.2% | −1,706−4.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 32,120 | $1,051 萬 | 3.2% | −228−0.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 74,066 | $1,013 萬 | 3.1% | −876−1.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,243 | $914.9 萬 | 2.8% | +45+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,314 | $913.2 萬 | 2.8% | −52−0.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 20,941 | $880.8 萬 | 2.7% | +2,534+13.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 44,700 | $826.0 萬 | 2.5% | −359−0.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 36,875 | $798.2 萬 | 2.4% | +199+0.5% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 28,894 | $673.5 萬 | 2.0% | −155−0.5% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 21,079 | $660.0 萬 | 2.0% | −70−0.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 56,954 | $645.1 萬 | 2.0% | −173−0.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,640 | $621.1 萬 | 1.9% | +60+0.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,535 | $616.8 萬 | 1.9% | +630+4.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 14,604 | $607.0 萬 | 1.8% | +840+6.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 44,060 | $566.2 萬 | 1.7% | +548+1.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 57,601 | $554.4 萬 | 1.7% | +1,180+2.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 14,569 | $536.7 萬 | 1.6% | −127−0.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 50,977 | $520.9 萬 | 1.6% | +488+1.0% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 62,997 | $520.6 萬 | 1.6% | +828+1.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 30,707 | $509.0 萬 | 1.5% | −104−0.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 26,269 | $498.4 萬 | 1.5% | +156+0.6% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 14,154 | $478.8 萬 | 1.5% | −130−0.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 31,980 | $468.7 萬 | 1.4% | +504+1.6% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 93,601 | $454.6 萬 | 1.4% | +914+1.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 31,869 | $446.0 萬 | 1.4% | +209+0.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 11,265 | $407.9 萬 | 1.2% | −30.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 46,546 | $378.3 萬 | 1.1% | −36−0.1% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 86,588 | $373.9 萬 | 1.1% | +5,785+7.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,524 | $371.2 萬 | 1.1% | +550+5.5% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 49,588 | $368.6 萬 | 1.1% | −1,153−2.3% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 7,566 | $341.2 萬 | 1.0% | −268−3.4% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 16,908 | $339.2 萬 | 1.0% | −80−0.5% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 35,183 | $337.7 萬 | 1.0% | −1,114−3.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 45,597 | $325.6 萬 | 1.0% | +4,541+11.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,825 | $319.6 萬 | 1.0% | +401+3.5% | 加碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 19,397 | $316.8 萬 | 1.0% | −1,623−7.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 22,394 | $303.2 萬 | 0.9% | +1,023+4.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,010 | $293.4 萬 | 0.9% | +949+5.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 36,388 | $262.6 萬 | 0.8% | +4,411+13.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 19,805 | $258.7 萬 | 0.8% | +608+3.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 42,598 | $245.5 萬 | 0.7% | +759+1.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 54,469 | $223.6 萬 | 0.7% | −977−1.8% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 20,256 | $222.4 萬 | 0.7% | +1,321+7.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 10,044 | $221.5 萬 | 0.7% | +4,550+82.8% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 44,737 | $205.8 萬 | 0.6% | +4,945+12.4% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | Stock | 15,131 | $205.2 萬 | 0.6% | +671+4.6% | 加碼依 1 比 3 拆股換算 | 歷史 |
| TKTeekay Corp Ltd | SHS | 196,468 | $196.5 萬 | 0.6% | −1,500−0.8% | 減碼 | 歷史 |
| FDXFFedEx Freight Holding Company, Inc. | COMMON STOCK | 10,419 | $157.3 萬 | 0.5% | +10,419 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,000 | $141.3 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,567 | $133.3 萬 | 0.4% | −39−1.1% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 14,533 | $123.1 萬 | 0.4% | −221−1.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,459 | $109.2 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,603 | $96.2 萬 | 0.3% | +18+0.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,451 | $84.3 萬 | 0.3% | −204−12.3% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 609 | $71.5 萬 | 0.2% | +3+0.5% | 加碼 | 歷史 |
| IBRXImmunityBio, Inc. | COM | 75,050 | $65.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,312 | $65.7 萬 | 0.2% | −50−3.7% | 減碼 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 3,138 | $53.6 萬 | 0.2% | +3,138 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 649 | $49.5 萬 | 0.2% | −440−40.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,823 | $46.3 萬 | 0.1% | −29−1.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 970 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 415 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| MRVLMarvell Technology, Inc. | COM | 965 | $28.8 萬 | 0.1% | +965 | 新進 | 歷史 |
| NUENucor Corp | COM | 1,167 | $26.0 萬 | 0.1% | +1,167 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 486 | $24.7 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 945 | $23.2 萬 | 0.1% | +945 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 288 | $21.6 萬 | 0.1% | +288 | 新進 | – |
| IOSPInnospec Inc. | COM | 2,609 | $21.2 萬 | 0.1% | −2,357−47.5% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。