Bellwether Advisors, LLC
- SEC CIK
- 0001819815
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 599
- 較 2025 年第 1 季 +85
- 總值
- $5.85 億
- 較 2025 年第 1 季 +$1.07 億 (+22.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| EMREmerson Electric Co | Stock | 52 | $6,933 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 118 | $6,936 | <0.1% | 00.0% | 不變 | – |
| SJMJ M SMUCKER Co | Stock | 71 | $6,972 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 65 | $7,127 | <0.1% | 00.0% | 不變 | – |
| NRGNRG Energy, Inc. | Stock | 48 | $7,708 | <0.1% | +48 | 新進 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 97 | $8,037 | <0.1% | 00.0% | 不變 | – |
| MRVLMarvell Technology, Inc. | COM | 104 | $8,050 | <0.1% | −120,460−99.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 151 | $8,211 | <0.1% | 00.0% | 不變 | – |
| WECWec Energy Group, Inc. | Stock | 79 | $8,232 | <0.1% | +79 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 31 | $8,470 | <0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 151 | $8,479 | <0.1% | 00.0% | 不變 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 3,534 | $8,517 | <0.1% | 00.0% | 不變 | – |
| ESLTElbit Systems Ltd | Stock | 19 | $8,541 | <0.1% | 00.0% | 不變 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 148 | $8,671 | <0.1% | +148 | 新進 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 55 | $8,677 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 42 | $8,720 | <0.1% | 00.0% | 不變 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 64 | $8,794 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 105 | $8,905 | <0.1% | +105 | 新進 | – |
| PRUPrudential Financial Inc | Stock | 83 | $8,918 | <0.1% | 00.0% | 不變 | 歷史 |
| FICOFair Isaac Corp | COM | 5 | $9,140 | <0.1% | +5 | 新進 | 歷史 |
| TTTrane Technologies plc | SHS | 21 | $9,186 | <0.1% | +21 | 新進 | 歷史 |
| DOMOHuckleberry.ai, Inc. | Stock | 666 | $9,304 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 159 | $9,322 | <0.1% | −563−78.0% | 減碼 | 歷史 |
| TXTTextron Inc | COM | 118 | $9,474 | <0.1% | 00.0% | 不變 | 歷史 |
| BANCBanc of California, Inc. | COM | 676 | $9,498 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 88 | $9,610 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 187 | $9,735 | <0.1% | +187 | 新進 | – |
| DTEDte Energy Co | COM | 75 | $9,935 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 125 | $9,938 | <0.1% | 00.0% | 不變 | – |
| EXPEExpedia Group, Inc. | Stock | 59 | $9,952 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 230 | $1.00 萬 | <0.1% | +230 | 新進 | – |
| IPInternational Paper Co | COM | 217 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 77 | $1.02 萬 | <0.1% | 00.0% | 不變 | – |
| EXPOExponent Inc | COM | 137 | $1.02 萬 | <0.1% | +137 | 新進 | 歷史 |
| CWCurtiss Wright Corp | Stock | 21 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 52 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KVUEKenvue Inc. | Stock | 498 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 219 | $1.05 萬 | <0.1% | +219 | 新進 | – |
| INGRIngredion Inc | COM | 78 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286764 | MSCI SPAIN ETF | 244 | $1.07 萬 | <0.1% | +244 | 新進 | – |
| MPCMarathon Petroleum Corp | Stock | 65 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLNEHamilton Lane INC | CL A | 76 | $1.08 萬 | <0.1% | +76 | 新進 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 160 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| THOThor Industries Inc | COM | 125 | $1.11 萬 | <0.1% | +125 | 新進 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 93 | $1.12 萬 | <0.1% | +93 | 新進 | 歷史 |
| MVISMicrovision, Inc. | COM NEW | 10,000 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHEChemed Corp | COM | 24 | $1.17 萬 | <0.1% | +24 | 新進 | 歷史 |
| TTANServiceTitan, Inc. | SHS CL A | 110 | $1.18 萬 | <0.1% | +110 | 新進 | 歷史 |
| MMM3M Co | Stock | 80 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 91 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HALHalliburton Co | Stock | 600 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 409 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DRSLeonardo DRS, Inc. | Stock | 267 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 169 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 189 | $1.30 萬 | <0.1% | +189 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 106 | $1.31 萬 | <0.1% | +106 | 新進 | 歷史 |
| IRMIron Mountain Inc | COM | 128 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SAIASaia Inc | COM | 48 | $1.32 萬 | <0.1% | +48 | 新進 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 300 | $1.33 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 165 | $1.34 萬 | <0.1% | +107+184.5% | 加碼 | – |
| DGXQuest Diagnostics Inc | COM | 75 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CASYCaseys General Stores Inc | COM | 27 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 158 | $1.39 萬 | <0.1% | 00.0% | 不變 | – |
| TMUST-Mobile US, Inc. | Stock | 60 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45784N692 | UNCAPPED BITCOIN | 554 | $1.44 萬 | <0.1% | +554 | 新進 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 192 | $1.46 萬 | <0.1% | 00.0% | 不變 | – |
| RIVNRivian Automotive, Inc. | Stock | 1,086 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BBYBest Buy Co Inc | Stock | 224 | $1.50 萬 | <0.1% | −13−5.5% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 357 | $1.53 萬 | <0.1% | 00.0% | 不變 | – |
| QSQuantumScape Corp | COM CL A | 2,280 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 146 | $1.54 萬 | <0.1% | −6,055−97.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 38 | $1.54 萬 | <0.1% | +38 | 新進 | 歷史 |
| CHHChoice Hotels International Inc | COM | 124 | $1.57 萬 | <0.1% | +124 | 新進 | 歷史 |
| DKNGDraftKings Inc. | Stock | 373 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 130 | $1.61 萬 | <0.1% | +130 | 新進 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 123 | $1.62 萬 | <0.1% | +123 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 178 | $1.63 萬 | <0.1% | +178 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 16 | $1.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 37 | $1.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 75 | $1.66 萬 | <0.1% | −5−6.3% | 減碼 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 157 | $1.69 萬 | <0.1% | +157 | 新進 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 372 | $1.71 萬 | <0.1% | +19+5.4% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 108 | $1.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 62 | $1.73 萬 | <0.1% | 00.0% | 不變 | – |
| COOCooper Companies, Inc. | COM | 245 | $1.74 萬 | <0.1% | +245 | 新進 | 歷史 |
| NDSNNordson Corp | COM | 84 | $1.80 萬 | <0.1% | +84 | 新進 | 歷史 |
| POOLPool Corp | COM | 62 | $1.81 萬 | <0.1% | +62 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 418 | $1.81 萬 | <0.1% | −46−9.9% | 減碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 59 | $1.82 萬 | <0.1% | +59 | 新進 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 101 | $1.82 萬 | <0.1% | +101 | 新進 | 歷史 |
| VLTOVeralto Corp | Stock | 181 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 176 | $1.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 451 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| RELXRELX PLC | SPONSORED ADR | 353 | $1.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 532 | $1.95 萬 | <0.1% | +532 | 新進 | 歷史 |
| LIILennox International Inc | COM | 34 | $1.95 萬 | <0.1% | +34 | 新進 | 歷史 |
| iShares Tr464288588 | MBS ETF | 208 | $1.95 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 112 | $1.98 萬 | <0.1% | 00.0% | 不變 | – |
| EFXEquifax Inc | COM | 78 | $2.02 萬 | <0.1% | +78 | 新進 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 789 | $2.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（19 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MCHPMicrochip Technology Inc | Stock | 99,751 | $482.9 萬 | 1.0% | 歷史 |
| AONAon plc | CL A | 4,494 | $179.4 萬 | 0.4% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 4,517 | $57.7 萬 | 0.1% | 歷史 |
| Innovator ETFs Tr45783Y590 | PREM INCM 40 BAR | 8,200 | $20.1 萬 | <0.1% | – |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 4,000 | $10.0 萬 | <0.1% | – |
| LOANManhattan Bridge Capital, Inc | REIT | 82,886 | $8.29 萬 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 714 | $1.62 萬 | <0.1% | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 150 | $8,634 | <0.1% | – |
| MKCMcCormick & Co Inc | Stock | 101 | $8,313 | <0.1% | 歷史 |
| VETVermilion Energy Inc. | COM | 815 | $6,602 | <0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 250 | $4,860 | <0.1% | – |
| DGDollar General Corp | COM | 54 | $4,748 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 71 | $3,267 | <0.1% | – |
| ProShares Bitcoin ETF74347G440 | ETF | 166 | $3,041 | <0.1% | – |
| GSGoldman Sachs Group Inc | Stock | 4 | $2,185 | <0.1% | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 54 | $822 | <0.1% | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 9 | $696 | <0.1% | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 10 | $573 | <0.1% | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 5 | $86 | <0.1% | 歷史 |