Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/30 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 669
- 較 2021 年第 1 季 +34
- 總值
- $1.62 億
- 較 2021 年第 1 季 +$782.2 萬 (+5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 457,352 | $1,217 萬 | 7.5% | +20,535+4.7% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 108,095 | $1,064 萬 | 6.6% | −4,808−4.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 177,167 | $891.7 萬 | 5.5% | +1,443+0.8% | 加碼 | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 170,335 | $871.8 萬 | 5.4% | +27,644+19.4% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 99,153 | $513.2 萬 | 3.2% | +16,161+19.5% | 加碼 | – |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 157,934 | $396.6 萬 | 2.4% | −9,718−5.8% | 減碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 91,517 | $385.0 萬 | 2.4% | +3,340+3.8% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 32,386 | $347.4 萬 | 2.1% | −911−2.7% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 54,981 | $294.1 萬 | 1.8% | +54,981 | 新進 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 27,816 | $292.2 萬 | 1.8% | +472+1.7% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 90,352 | $276.8 萬 | 1.7% | −25,184−21.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 10,033 | $271.8 萬 | 1.7% | −182−1.8% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 24,792 | $268.3 萬 | 1.7% | +917+3.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 24,767 | $258.0 萬 | 1.6% | +3,054+14.1% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 76,047 | $227.8 萬 | 1.4% | +17,616+30.1% | 加碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 63,337 | $218.5 萬 | 1.3% | +63,337 | 新進 | – |
| AAPLApple Inc. | Stock | 15,794 | $216.3 萬 | 1.3% | +207+1.3% | 加碼 | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 26,972 | $209.3 萬 | 1.3% | +26,972 | 新進 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 55,095 | $172.4 萬 | 1.1% | +1,452+2.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 28,025 | $170.7 萬 | 1.1% | +3,254+13.1% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 36,160 | $166.6 萬 | 1.0% | +7,369+25.6% | 加碼 | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 21,885 | $153.6 萬 | 0.9% | −11,275−34.0% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 26,233 | $141.3 萬 | 0.9% | +4,488+20.6% | 加碼 | – |
| CVXChevron Corp | Stock | 13,048 | $136.7 萬 | 0.8% | +57+0.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 51,462 | $135.3 萬 | 0.8% | +38,756+305.0% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 18,317 | $134.8 萬 | 0.8% | −1,464−7.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,367 | $133.3 萬 | 0.8% | −49−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 378 | $130.0 萬 | 0.8% | −9−2.3% | 減碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 11,557 | $128.2 萬 | 0.8% | −3,360−22.5% | 減碼 | – |
| BACBank of America Corp | Stock | 30,746 | $126.8 萬 | 0.8% | −56−0.2% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 7,263 | $126.0 萬 | 0.8% | +620+9.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,861 | $119.9 萬 | 0.7% | +5,655+55.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,642 | $118.9 萬 | 0.7% | +360+4.9% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,691 | $112.0 萬 | 0.7% | +6,213+138.7% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 12,785 | $110.2 萬 | 0.7% | −6,801−34.7% | 減碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 26,839 | $106.8 萬 | 0.7% | +3,640+15.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 6,149 | $101.3 萬 | 0.6% | +51+0.8% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 8,442 | $99.4 萬 | 0.6% | −8,278−49.5% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 20,039 | $92.8 萬 | 0.6% | +20,039 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 3,445 | $91.5 萬 | 0.6% | −2−0.1% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 18,134 | $91.1 萬 | 0.6% | −18,778−50.9% | 減碼 | – |
| WMTWalmart Inc. | Stock | 5,882 | $83.0 萬 | 0.5% | −42−0.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,546 | $81.9 萬 | 0.5% | −10.0% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 14,333 | $80.5 萬 | 0.5% | +60.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,998 | $76.3 萬 | 0.5% | −2−0.1% | 減碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 27,500 | $76.1 萬 | 0.5% | −1,975−6.7% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 10,631 | $74.4 萬 | 0.5% | +632+6.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,721 | $74.0 萬 | 0.5% | −1,438−45.5% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 6,483 | $73.0 萬 | 0.5% | +381+6.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 891 | $71.3 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 7,040 | $70.5 萬 | 0.4% | −260−3.6% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 6,016 | $69.8 萬 | 0.4% | −8−0.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,978 | $68.8 萬 | 0.4% | −664−4.9% | 減碼 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 26,126 | $68.0 萬 | 0.4% | +22,737+670.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 8,195 | $67.8 萬 | 0.4% | −6,636−44.7% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 10,062 | $67.2 萬 | 0.4% | +365+3.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,380 | $66.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,259 | $63.1 萬 | 0.4% | +91+2.2% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,213 | $61.1 萬 | 0.4% | +20.0% | 加碼 | – |
| EMREmerson Electric Co | Stock | 6,324 | $60.9 萬 | 0.4% | −8−0.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,583 | $59.9 萬 | 0.4% | +18+1.2% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,575 | $59.3 萬 | 0.4% | +3,603+182.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,273 | $57.7 萬 | 0.4% | +4+0.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,955 | $56.5 萬 | 0.3% | −8−0.2% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 9,398 | $56.1 萬 | 0.3% | +4,760+102.6% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 12,543 | $52.3 萬 | 0.3% | +1,310+11.7% | 加碼 | – |
| NUENucor Corp | COM | 5,389 | $51.7 萬 | 0.3% | −109−2.0% | 減碼 | 歷史 |
| Alpha Architect ETF Tr02072L706 | MERLYN AI BULL | 13,585 | $48.7 萬 | 0.3% | −130−0.9% | 減碼 | – |
| PFEPfizer Inc | Stock | 12,293 | $48.1 萬 | 0.3% | +773+6.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,857 | $45.6 萬 | 0.3% | −6−0.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 15,833 | $45.6 萬 | 0.3% | +203+1.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,944 | $45.5 萬 | 0.3% | −59−2.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,043 | $44.8 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,169 | $44.4 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,856 | $44.2 萬 | 0.3% | −21−0.7% | 減碼 | – |
| LEGLeggett & Platt Inc | Stock | 8,480 | $43.9 萬 | 0.3% | +997+13.3% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 7,601 | $43.2 萬 | 0.3% | +963+14.5% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,860 | $43.1 萬 | 0.3% | −29,629−79.0% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,459 | $42.5 萬 | 0.3% | +12+0.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 11,362 | $41.7 萬 | 0.3% | −16,440−59.1% | 減碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 7,907 | $39.7 萬 | 0.2% | −5,490−41.0% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 6,238 | $38.0 萬 | 0.2% | +53+0.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,551 | $37.8 萬 | 0.2% | −190−10.9% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,671 | $37.2 萬 | 0.2% | −812−18.1% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 19,474 | $35.5 萬 | 0.2% | +63+0.3% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 4,674 | $34.9 萬 | 0.2% | −7−0.1% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 12,009 | $33.6 萬 | 0.2% | −37−0.3% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,557 | $32.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,431 | $32.3 萬 | 0.2% | −690−22.1% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 2,403 | $32.2 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 6,400 | $31.7 萬 | 0.2% | −1,950−23.4% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,796 | $31.6 萬 | 0.2% | −607−17.8% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 981 | $31.3 萬 | 0.2% | +46+4.9% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 1,390 | $30.1 萬 | 0.2% | −15−1.1% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 5,289 | $29.7 萬 | 0.2% | +5,289 | 新進 | – |
| MTBM&T Bank Corp | COM | 2,025 | $29.4 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,831 | $29.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 118 | $28.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 4,555 | $27.7 萬 | 0.2% | +343+8.1% | 加碼 | 歷史 |
| ProShares Tr74347B607 | INVT INT RT HG | 3,582 | $27.4 萬 | 0.2% | +3,582 | 新進 | – |
2021 年第 1 季之後清倉（32 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Kraneshares Tr500767736 | QUADRTC INT RT | 33,015 | $94.4 萬 | 0.6% | – |
| VanEck Vectors Energy Income ETF92189F288 | ETF | 2,532 | $12.4 萬 | 0.1% | – |
| RFRegions Financial Corp | COM | 2,010 | $4.20 萬 | <0.1% | 歷史 |
| Flir Sys Inc302445101 | COM | 500 | $2.80 萬 | <0.1% | – |
| CAHCardinal Health Inc | Stock | 380 | $2.30 萬 | <0.1% | 歷史 |
| Inphi Corp45772F107 | COM | 113 | $2.00 萬 | <0.1% | – |
| Silvercrest Metals Inc828363101 | COM | 2,222 | $1.80 萬 | <0.1% | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 36 | $1.70 萬 | <0.1% | 歷史 |
| MYRGMyr Group Inc. | COM | 100 | $7,000 | <0.1% | 歷史 |
| Aphria Inc03765K104 | COM | 400 | $7,000 | <0.1% | – |
| FIRYFiry Inc. | COM | 362 | $7,000 | <0.1% | 歷史 |
| OCOwens Corning | Stock | 65 | $6,000 | <0.1% | 歷史 |
| SAMBoston Beer Co Inc | CL A | 5 | $6,000 | <0.1% | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 50 | $5,000 | <0.1% | – |
| BOXBox Inc | CL A | 200 | $5,000 | <0.1% | 歷史 |
| HRLHormel Foods Corp | COM | 100 | $5,000 | <0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 25 | $4,000 | <0.1% | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 400 | $4,000 | <0.1% | 歷史 |
| MMacy's, Inc. | COM | 200 | $3,000 | <0.1% | 歷史 |
| BLUEbluebird bio, Inc. | COM | 100 | $3,000 | <0.1% | 歷史 |
| EEFTEuronet Worldwide, Inc. | COM | 15 | $2,000 | <0.1% | 歷史 |
| Schwab Strategic Tr808524680 | LONG TERM US | 39 | $2,000 | <0.1% | – |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 14 | $2,000 | <0.1% | 歷史 |
| Atlas Technical Consultants, Inc.049430101 | COM CLS A | 200 | $2,000 | <0.1% | – |
| Hexo Corp Com New428304109 | Stock | 250 | $2,000 | <0.1% | – |
| NVTAInvitae Corp | COM | 50 | $2,000 | <0.1% | 歷史 |
| ROVRRover Group, Inc. | COM CL A | 200 | $2,000 | <0.1% | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 14 | $1,000 | <0.1% | – |
| iShares Inc464286509 | MSCI CDA ETF | 31 | $1,000 | <0.1% | – |
| Perspecta Inc715347100 | COM | 25 | $1,000 | <0.1% | – |
| PSFEPaysafe Ltd | ORD | 100 | $1,000 | <0.1% | 歷史 |
| MNKTQKeenova Therapeutics plc | Stock | 28 | $0 | 0.0% | 歷史 |