Acima Private Wealth, LLC
- SEC CIK
- 0001761961
- 最新申報
- 2026/10/5
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 233
- 較 2021 年第 1 季 −1
- 總值
- $2.18 億
- 較 2021 年第 1 季 +$1,437 萬 (+7.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WABWestinghouse Air Brake Technologies Corp | Stock | 2 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 27 | $1,000 | <0.1% | 00.0% | 不變 | – |
| KKellanova | Stock | 22 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 5 | $1,000 | <0.1% | 00.0% | 不變 | – |
| VYXNCR Voyix Corp | COM | 25 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 124 | $2,000 | <0.1% | −37−23.0% | 減碼 | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 59 | $2,000 | <0.1% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 26 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 30 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CERNCERNER Corp | COM | 30 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 100 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 10 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 116 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 42 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 17 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 46 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 86 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 103 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 391 | $5,000 | <0.1% | +391 | 新進 | 歷史 |
| EXCExelon Corp | Stock | 131 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 500 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 38 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 13 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AUBAtlantic Union Bankshares Corp | COM | 205 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 37 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 22 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 200 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 258 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 316 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| SLBSLB Limited | Stock | 315 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 115 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BKIBlack Knight, Inc. | COM | 122 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 213 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 240 | $1.30 萬 | <0.1% | −76−24.1% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 131 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 421 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 252 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNCCentene Corp | Stock | 200 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Townebank Portsmouth Va89214P109 | COM | 500 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| OGNOrganon & Co. | Stock | 524 | $1.60 萬 | <0.1% | +524 | 新進 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 492 | $1.60 萬 | <0.1% | 00.0% | 不變 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 70 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 50 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 170 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 300 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 140 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CECelanese Corp | Stock | 140 | $2.10 萬 | <0.1% | −40−22.2% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 50 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 115 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UDRUDR, Inc. | COM | 455 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 223 | $2.30 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 364 | $2.30 萬 | <0.1% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 62 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 66 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 308 | $2.50 萬 | <0.1% | 00.0% | 不變 | – |
| CDKCDK Global, Inc. | COM | 496 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEUNewmarket Corp | COM | 80 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 298 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 261 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 100 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 430 | $2.90 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 296 | $3.00 萬 | <0.1% | −149−33.5% | 減碼 | – |
| CBChubb Ltd | Stock | 206 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 500 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYBTStock Yards Bancorp, Inc. | COM | 643 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 450 | $3.40 萬 | <0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 368 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 145 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 345 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 270 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 500 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| DOWDow Inc. | Stock | 852 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 760 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 233 | $5.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 1,800 | $5.80 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 150 | $5.90 萬 | <0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 170 | $6.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 479 | $6.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 834 | $6.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 445 | $6.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 459 | $7.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 150 | $7.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 955 | $7.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 1,669 | $8.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 432 | $8.10 萬 | <0.1% | −45−9.4% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X475 | ST STR MSCI GLB | 1,507 | $8.40 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,549 | $8.60 萬 | <0.1% | 00.0% | 不變 | – |
| DDominion Energy, Inc | Stock | 1,176 | $8.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 1,500 | $9.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 383 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,224 | $10.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,123 | $11.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,030 | $11.6 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 2,572 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APAAPA Corp | Stock | 6,059 | $13.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 3,200 | $13.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 3,473 | $13.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,542 | $13.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,780 | $14.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,399 | $15.1 萬 | 0.1% | 00.0% | 不變 | – |
2021 年第 1 季之後清倉（3 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。