Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/2 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 681
- 較 2021 年第 2 季 +12
- 總值
- $1.58 億
- 較 2021 年第 2 季 −$408.8 萬 (−2.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G425 | ESG AWR MSCI USA | 110,653 | $1,090 萬 | 6.9% | +2,558+2.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 180,622 | $911.4 萬 | 5.8% | +3,455+2.0% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 287,774 | $763.5 萬 | 4.8% | −169,578−37.1% | 減碼 | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 124,381 | $635.0 萬 | 4.0% | −45,954−27.0% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 101,622 | $516.7 萬 | 3.3% | +2,469+2.5% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 161,213 | $485.4 萬 | 3.1% | +85,166+112.0% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 44,472 | $473.5 萬 | 3.0% | +12,086+37.3% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 42,877 | $463.7 萬 | 2.9% | +18,085+72.9% | 加碼 | – |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 142,980 | $358.9 萬 | 2.3% | −14,954−9.5% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 57,518 | $306.2 萬 | 1.9% | +2,537+4.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 10,385 | $292.8 萬 | 1.9% | +352+3.5% | 加碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 26,619 | $268.1 萬 | 1.7% | −1,197−4.3% | 減碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 65,707 | $245.2 萬 | 1.6% | −25,810−28.2% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 24,162 | $241.9 萬 | 1.5% | −605−2.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 15,077 | $213.3 萬 | 1.4% | −717−4.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 78,518 | $205.9 萬 | 1.3% | +27,056+52.6% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 67,093 | $205.5 萬 | 1.3% | −23,259−25.7% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 31,799 | $199.0 萬 | 1.3% | +28,367+826.5% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 19,504 | $197.5 萬 | 1.3% | +19,504 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 30,770 | $187.2 萬 | 1.2% | +2,745+9.8% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 23,808 | $175.0 萬 | 1.1% | +5,491+30.0% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 37,894 | $173.2 萬 | 1.1% | +1,734+4.8% | 加碼 | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 21,865 | $171.5 萬 | 1.1% | −5,107−18.9% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,288 | $147.7 萬 | 0.9% | −79−2.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 13,709 | $139.1 萬 | 0.9% | +661+5.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 31,899 | $135.4 萬 | 0.9% | +1,153+3.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 24,955 | $130.0 萬 | 0.8% | −1,278−4.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,837 | $128.3 萬 | 0.8% | +195+2.6% | 加碼 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 35,144 | $126.0 萬 | 0.8% | −28,193−44.5% | 減碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 31,565 | $124.7 萬 | 0.8% | +4,726+17.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 379 | $124.5 萬 | 0.8% | +1+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 39,339 | $122.9 萬 | 0.8% | −15,756−28.6% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 11,087 | $122.6 萬 | 0.8% | −470−4.1% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 7,563 | $111.2 萬 | 0.7% | +7,563 | 新進 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 23,250 | $107.0 萬 | 0.7% | +3,211+16.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 6,269 | $101.2 萬 | 0.6% | +120+2.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,739 | $90.1 萬 | 0.6% | +193+5.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,133 | $85.5 萬 | 0.5% | +251+4.3% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,559 | $85.2 萬 | 0.5% | +114+3.3% | 加碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 30,743 | $84.3 萬 | 0.5% | +3,243+11.8% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 4,178 | $81.7 萬 | 0.5% | +180+4.5% | 加碼 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 30,807 | $80.0 萬 | 0.5% | +4,681+17.9% | 加碼 | – |
| INTCIntel Corp | Stock | 14,850 | $79.1 萬 | 0.5% | +517+3.6% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 11,452 | $78.8 萬 | 0.5% | +821+7.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,681 | $76.3 萬 | 0.5% | +117+3.3% | 加碼依 4 比 1 拆股換算 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 7,076 | $74.7 萬 | 0.5% | +1,501+26.9% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 13,673 | $74.4 萬 | 0.5% | +695+5.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,724 | $74.3 萬 | 0.5% | +3+0.2% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 6,145 | $72.6 萬 | 0.5% | +129+2.1% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 8,170 | $70.4 萬 | 0.4% | −4,615−36.1% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 4,542 | $68.3 萬 | 0.4% | +283+6.6% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 11,479 | $67.5 萬 | 0.4% | +2,081+22.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 6,130 | $66.1 萬 | 0.4% | −353−5.4% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 6,530 | $65.4 萬 | 0.4% | −510−7.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,380 | $65.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 6,744 | $63.5 萬 | 0.4% | +420+6.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,924 | $63.5 萬 | 0.4% | +969+24.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,489 | $62.1 萬 | 0.4% | +427+4.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,383 | $61.3 萬 | 0.4% | +110+2.6% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,206 | $60.5 萬 | 0.4% | −7−0.1% | 減碼 | – |
| PFEPfizer Inc | Stock | 13,899 | $59.8 萬 | 0.4% | +1,606+13.1% | 加碼 | 歷史 |
| NUENucor Corp | COM | 5,834 | $57.5 萬 | 0.4% | +445+8.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,789 | $55.9 萬 | 0.4% | −1,406−17.2% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,594 | $55.0 萬 | 0.3% | +11+0.7% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 9,702 | $54.1 萬 | 0.3% | +4,413+83.4% | 加碼 | – |
| TAT&T Inc. | Stock | 19,226 | $51.9 萬 | 0.3% | +3,393+21.4% | 加碼 | 歷史 |
| Alpha Architect ETF Tr02072L706 | MERLYN AI BULL | 14,046 | $48.8 萬 | 0.3% | +461+3.4% | 加碼 | – |
| WMWaste Management Inc | Stock | 3,262 | $48.7 萬 | 0.3% | +93+2.9% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 8,641 | $48.7 萬 | 0.3% | +1,040+13.7% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,401 | $48.1 萬 | 0.3% | +544+9.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,132 | $45.3 萬 | 0.3% | +89+4.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,944 | $43.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,811 | $42.7 萬 | 0.3% | −49−0.6% | 減碼 | – |
| STAGSTAG Industrial, Inc. | COM | 10,754 | $42.2 萬 | 0.3% | +4,694+77.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 11,127 | $40.6 萬 | 0.3% | −235−2.1% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,556 | $40.5 萬 | 0.3% | +97+6.6% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 7,920 | $39.7 萬 | 0.3% | +13+0.2% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 6,545 | $39.2 萬 | 0.2% | +307+4.9% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 7,621 | $38.2 萬 | 0.2% | −10,513−58.0% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 3,661 | $36.6 萬 | 0.2% | −10−0.3% | 減碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 16,423 | $36.2 萬 | 0.2% | +16,423 | 新進 | – |
| WPCW. P. Carey Inc. | COM | 4,881 | $35.7 萬 | 0.2% | +207+4.4% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 2,048 | $35.5 萬 | 0.2% | +217+11.9% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 12,543 | $35.0 萬 | 0.2% | +534+4.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,059 | $34.8 萬 | 0.2% | +78+8.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 5,139 | $34.8 萬 | 0.2% | +584+12.8% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,334 | $34.5 萬 | 0.2% | −7,357−68.8% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 20,160 | $33.7 萬 | 0.2% | +686+3.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,560 | $33.2 萬 | 0.2% | +9+0.6% | 加碼 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 7,360 | $33.0 萬 | 0.2% | −1,120−13.2% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,494 | $33.0 萬 | 0.2% | +91+3.8% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,557 | $32.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,101 | $32.3 萬 | 0.2% | −755−26.4% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 6,400 | $31.6 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 118 | $31.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MTBM&T Bank Corp | COM | 2,112 | $31.5 萬 | 0.2% | +87+4.3% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,432 | $31.1 萬 | 0.2% | +1,652+211.8% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,805 | $30.6 萬 | 0.2% | +9+0.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,961 | $29.4 萬 | 0.2% | −11,900−75.0% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,208 | $29.1 萬 | 0.2% | −223−9.2% | 減碼 | – |
2021 年第 2 季之後清倉（39 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MPLXMPLX LP | COM UNIT REP LTD | 7,080 | $21.0 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,385 | $10.5 萬 | 0.1% | – |
| iShares Tr464288166 | AGENCY BOND ETF | 651 | $7.70 萬 | <0.1% | – |
| WORKSlack Technologies, Inc. | COM CL A | 900 | $4.00 萬 | <0.1% | 歷史 |
| ETDEthan Allen Interiors Inc | COM | 1,228 | $3.40 萬 | <0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 920 | $2.40 萬 | <0.1% | 歷史 |
| METMetlife Inc | Stock | 360 | $2.20 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 437 | $1.50 萬 | <0.1% | – |
| BFHBread Financial Holdings, Inc. | COM | 92 | $1.00 萬 | <0.1% | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 200 | $1.00 萬 | <0.1% | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 135 | $9,000 | <0.1% | – |
| Churchill Capital Corp IV171439102 | CL A | 300 | $9,000 | <0.1% | – |
| Companhia Paranaense Energ C20441B407 | SPON ADR PFD | 1,494 | $9,000 | <0.1% | – |
| SIXSix Flags Entertainment Corp | COM | 200 | $9,000 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 200 | $6,000 | <0.1% | 歷史 |
| LLLL Flooring Holdings, Inc. | COM | 300 | $6,000 | <0.1% | 歷史 |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 180 | $5,000 | <0.1% | – |
| GRWGGrowGeneration Corp. | COM | 100 | $5,000 | <0.1% | 歷史 |
| CORECore-Mark Holding Company, LLC | COM | 121 | $5,000 | <0.1% | 歷史 |
| FSRFisker Inc. | CL A COM STK | 200 | $4,000 | <0.1% | 歷史 |
| LAZRQLuminar Technologies, Inc. | COM CL A | 200 | $4,000 | <0.1% | 歷史 |
| TMETencent Music Entertainment Group | SPON ADS | 200 | $3,000 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 40 | $2,000 | <0.1% | – |
| BWENBroadwind, Inc. | COM NEW | 500 | $2,000 | <0.1% | 歷史 |
| Holicity Inc435063102 | COM CL A | 170 | $2,000 | <0.1% | – |
| Humanigen Inc Com New444863104 | Stock | 100 | $2,000 | <0.1% | – |
| MXIMMaxim Integrated Products Inc | COM | 23 | $2,000 | <0.1% | 歷史 |
| PCHPotlatchdeltic Corp | COM | 40 | $2,000 | <0.1% | 歷史 |
| XMQualtrics International Inc. | COM CL A | 40 | $2,000 | <0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 50 | $2,000 | <0.1% | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 11 | $1,000 | <0.1% | – |
| CPNGCoupang, Inc. | CL A | 25 | $1,000 | <0.1% | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 20 | $1,000 | <0.1% | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 49 | $1,000 | <0.1% | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 7 | $1,000 | <0.1% | – |
| MTUSMetallus Inc. | COM | 100 | $1,000 | <0.1% | 歷史 |
| Hyperscale Data, Inc.05150X104 | COM | 300 | $1,000 | <0.1% | – |
| Decarbonization Plus Acqu Co242797108 | COM CL A | 100 | $1,000 | <0.1% | – |
| RENORenovare Environmental, Inc. | COM | 100 | $0 | 0.0% | 歷史 |