跳到主要內容
Livermore
Livermore
中文EN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
最新申報
2026/2/17

2021 年第 4 季持倉

持倉截至 2021/12/31，2022/2/2 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
688
較 2021 年第 3 季 +7
總值
$1.64 億
較 2021 年第 3 季 +$617.2 萬 (+3.9%)
申報日
2022/2/2
SEC
Clearview Wealth Advisors LLC 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr46435G425ESG AWR MSCI USA113,437$1,224 萬7.5%+2,784+2.5%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF213,979$1,195 萬7.3%+33,357+18.5%加碼–
iShares U.S. Treasury Bond ETF46429B267ETF285,918$762.8 萬4.7%−1,856−0.6%減碼–
iShares Tr464288877EAFE VALUE ETF107,150$539.9 萬3.3%+5,528+5.4%加碼–
iShares Tr464288885EAFE GRWTH ETF48,649$536.6 萬3.3%+4,177+9.4%加碼–
iShares Tr46435G474FALN ANGLS USD159,201$477.1 萬2.9%−2,012−1.2%減碼–
Schwab US Tips ETF808524870ETF74,783$470.3 萬2.9%+42,984+135.2%加碼–
iShares Tr46434V613CORE UNIVRSL USD87,830$464.9 萬2.8%+30,312+52.7%加碼–
Schwab Strategic Tr8085247141 5YR CORP BD89,542$452.6 萬2.8%−34,839−28.0%減碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF42,211$341.5 萬2.1%+18,403+77.3%加碼–
MSFTMicrosoft CorpStock9,644$324.4 萬2.0%−741−7.1%減碼歷史
WisdomTree Tr97717X628FLOATNG RAT TREA115,424$289.6 萬1.8%−27,556−19.3%減碼–
AAPLApple Inc.Stock14,535$258.1 萬1.6%−542−3.6%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF25,084$256.9 萬1.6%+922+3.8%加碼–
iShares Tr46432F388MSCI USA VALUE22,792$249.5 萬1.5%−3,827−14.4%減碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL33,268$228.3 萬1.4%+2,498+8.1%加碼–
iShares Tr464288588MBS ETF21,183$227.6 萬1.4%−21,694−50.6%減碼–
WisdomTree Tr97717X578EM EX ST-OWNED53,117$195.7 萬1.2%−12,590−19.2%減碼–
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD69,451$180.0 萬1.1%−9,067−11.5%減碼–
iShares Tr464287721U.S. TECH ETF15,671$179.9 萬1.1%−3,833−19.7%減碼–
CVXChevron CorpStock14,549$170.7 萬1.0%+840+6.1%加碼歷史
COSTCostco Wholesale CorpStock2,749$156.1 萬1.0%−539−16.4%減碼歷史
ABTAbbott LaboratoriesStock11,033$155.3 萬0.9%+4,888+79.5%加碼歷史
BACBank of America CorpStock32,993$146.8 萬0.9%+1,094+3.4%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF25,621$142.2 萬0.9%+666+2.7%加碼–
iShares Tr464287333GLOBAL FINLS ETF17,236$138.0 萬0.8%−4,629−21.2%減碼–
JPMJPMorgan Chase & CoStock8,243$130.5 萬0.8%+406+5.2%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF41,949$127.7 萬0.8%−25,144−37.5%減碼–
iShares Tr46434V4070-5YR HI YL CP27,485$124.5 萬0.8%−10,409−27.5%減碼–
AMZNAmazon Com IncStock370$123.4 萬0.8%−9−2.4%減碼歷史
iShares Tr46428865310-20 YR TRS ETF8,302$123.2 萬0.8%+739+9.8%加碼–
Ssga Active ETF Tr78467V608ST STR BL LN ETF26,511$121.0 萬0.7%+3,261+14.0%加碼–
iShares Tr464289883CORE 30 70 ETF28,471$113.9 萬0.7%−3,094−9.8%減碼–
iShares Tr46429B7470-5 YR TIPS ETF10,698$113.3 萬0.7%+3,622+51.2%加碼–
WisdomTree Tr97717X669US QTLY DIV GRT15,850$104.4 萬0.6%+4,371+38.1%加碼–
NVDANVIDIA CorpStock3,517$103.4 萬0.6%−164−4.5%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF12,576$97.0 萬0.6%+1,124+9.8%加碼–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF30,824$95.2 萬0.6%−4,320−12.3%減碼–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF8,354$91.4 萬0.6%−2,733−24.7%減碼–
NSCNorfolk Southern CorpStock3,032$90.3 萬0.6%−527−14.8%減碼歷史
PNCPNC Financial Services Group, Inc.Stock4,448$89.2 萬0.5%+270+6.5%加碼歷史
QCOMQualcomm IncStock4,852$88.7 萬0.5%−72−1.5%減碼歷史
JNJJohnson & JohnsonStock5,153$88.2 萬0.5%−1,116−17.8%減碼歷史
ABBVAbbVie Inc.Stock6,423$87.0 萬0.5%+293+4.8%加碼歷史
CSCOCisco Systems, Inc.Stock13,288$84.2 萬0.5%−385−2.8%減碼歷史
WMTWalmart Inc.Stock5,806$84.0 萬0.5%−327−5.3%減碼歷史
iShares Core S&P 500 ETF464287200ETF1,707$81.4 萬0.5%−17−1.0%減碼–
New York Life Invts Active E45409F843MACK MU INSD ETF28,542$78.5 萬0.5%−2,201−7.2%減碼–
iShares Tips Bond ETF464287176ETF5,936$76.7 萬0.5%+3,504+144.1%加碼–
PFEPfizer IncStock12,410$73.3 萬0.4%−1,489−10.7%減碼歷史
iShares Tr464288414NATIONAL MUN ETF6,274$73.0 萬0.4%+1,068+20.5%加碼–
PEPPepsiCo IncStock4,142$72.0 萬0.4%−400−8.8%減碼歷史
Global X FDS37954Y475S&P 500 COVERED13,896$70.2 萬0.4%+13,896新進–
NUENucor CorpCOM6,094$69.6 萬0.4%+260+4.5%加碼歷史
MCDMcDonalds CorpStock2,510$67.3 萬0.4%−1,229−32.9%減碼歷史
STAGSTAG Industrial, Inc.COM14,005$67.2 萬0.4%+3,251+30.2%加碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF21,533$66.7 萬0.4%−17,806−45.3%減碼–
BMYBristol Myers Squibb CoStock10,379$64.7 萬0.4%−110−1.0%減碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD7,767$63.1 萬0.4%+978+14.4%加碼–
INTCIntel CorpStock12,143$62.5 萬0.4%−2,707−18.2%減碼歷史
LMTLockheed Martin CorpStock1,683$59.8 萬0.4%+89+5.6%加碼歷史
BRK.BBerkshire Hathaway IncStock1,970$58.9 萬0.4%−410−17.2%減碼歷史
WMWaste Management IncStock3,468$57.9 萬0.4%+206+6.3%加碼歷史
PGProcter & Gamble CoStock3,538$57.9 萬0.4%−845−19.3%減碼歷史
iShares Tr46435G243ESG AWRE 1 5 YR21,729$55.7 萬0.3%−9,078−29.5%減碼–
EMREmerson Electric CoStock5,628$52.3 萬0.3%−1,116−16.5%減碼歷史
LEGLeggett & Platt IncStock12,555$51.7 萬0.3%+5,195+70.6%加碼歷史
Goldman Sachs ETF Tr381430529ACCES TREASURY5,010$50.1 萬0.3%−1,520−23.3%減碼–
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF8,667$48.6 萬0.3%−1,035−10.7%減碼–
HONHoneywell International IncCOM2,260$47.1 萬0.3%+128+6.0%加碼歷史
TAT&T Inc.Stock19,118$47.0 萬0.3%−108−0.6%減碼歷史
SPDR Series Trust78468R408ST TERM HIGH ETF17,289$46.9 萬0.3%+7,195+71.3%加碼–
Global X FDS37954Y483NASDAQ 100 COVER21,105$46.8 萬0.3%+4,682+28.5%加碼–
Alpha Architect ETF Tr02072L706MERLYN AI BULL12,659$46.7 萬0.3%−1,387−9.9%減碼–
GOOGLAlphabet Inc.Stock161$46.6 萬0.3%+43+36.4%加碼歷史
HDHome Depot, Inc.Stock1,090$45.2 萬0.3%+31+2.9%加碼歷史
VVisa Inc.Stock1,981$42.9 萬0.3%+37+1.9%加碼歷史
GISGeneral Mills IncStock6,323$42.6 萬0.3%−222−3.4%減碼歷史
PIMCO ETF Tr72201R866INTER MUN BD ACT7,586$42.6 萬0.3%−1,055−12.2%減碼–
WPCW. P. Carey Inc.COM5,183$42.5 萬0.3%+302+6.2%加碼歷史
MRKMerck & Co., Inc.Stock5,451$41.8 萬0.3%−950−14.8%減碼歷史
CBChubb LtdStock2,164$41.8 萬0.3%+116+5.7%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF2,347$40.3 萬0.2%+246+11.7%加碼–
PPLPPL CorpCOM13,350$40.1 萬0.2%+807+6.4%加碼歷史
iShares Tr464288257MSCI ACWI ETF3,695$39.1 萬0.2%+34+0.9%加碼–
iShares U S ETF Tr46431W507SHOR DURA BD ETF7,811$39.0 萬0.2%−109−1.4%減碼–
AMGNAmgen IncStock1,643$37.0 萬0.2%+83+5.3%加碼歷史
KMIKinder Morgan, Inc.Stock22,825$36.2 萬0.2%+2,665+13.2%加碼歷史
KMBKimberly Clark CorpStock2,525$36.1 萬0.2%+31+1.2%加碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF9,594$34.7 萬0.2%−1,533−13.8%減碼–
MTBM&T Bank CorpCOM2,241$34.4 萬0.2%+129+6.1%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF2,214$32.2 萬0.2%+6+0.3%加碼–
iShares Core S&P Small Cap ETF464287804ETF2,788$31.9 萬0.2%−17−0.6%減碼–
iShares Tr4642874571 3 YR TREAS BD3,615$30.9 萬0.2%−4,555−55.8%減碼–
iShares Tr464288646ISHS 1-5YR INVS5,645$30.4 萬0.2%−2,166−27.7%減碼–
Schwab US Dividend Equity ETF808524797ETF3,667$29.6 萬0.2%−294−7.4%減碼–
iShares Core Dividend Growth ETF46434V621ETF4,942$27.5 萬0.2%+1,392+39.2%加碼–
TSCOTractor Supply CoCOM1,069$25.5 萬0.2%+38+3.7%加碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF2,675$24.5 萬0.1%−882−24.8%減碼–
COPConocoPhillipsStock3,314$23.9 萬0.1%−1,825−35.5%減碼歷史

2021 年第 3 季之後清倉（65 檔）

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

Clearview Wealth Advisors LLC 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
ProShares Tr74347B607INVT INT RT HG3,697$28.0 萬0.2%–
SEDGSolaredge Technologies, Inc.COM273$7.20 萬<0.1%歷史
Innovator U.S. Equity Buffer ETF - October45782C771ETF1,800$5.90 萬<0.1%–
Innovator ETFs Tr II45783G201S&P INVSTMNT GRD2,300$5.50 萬<0.1%–
TFCTruist Financial CorpCOM900$5.30 萬<0.1%歷史
NVSNovartis AGADR600$4.90 萬<0.1%歷史
IPInternational Paper CoCOM830$4.60 萬<0.1%歷史
DBIDesigner Brands Inc.CL A3,077$4.30 萬<0.1%歷史
ASANAsana, Inc.CL A382$4.00 萬<0.1%歷史
ETF Ser Solutions26922A172NATIONWIDE RSK1,390$3.80 萬<0.1%–
RYRoyal Bank of CanadaStock350$3.50 萬<0.1%歷史
KKellanovaStock400$2.60 萬<0.1%歷史
BTTBlackRock Municipal 2030 Target Term TrustCOM SHS BEN IN910$2.30 萬<0.1%歷史
UNPUnion Pacific CorpStock100$2.00 萬<0.1%歷史
iShares Russell 1000 Value ETF464287598ETF130$2.00 萬<0.1%–
Global X FDS37954Y673US INFR DEV ETF800$2.00 萬<0.1%–
DDDuPont de Nemours, Inc.COM256$1.70 萬<0.1%歷史
WYWeyerhaeuser CoCOM NEW420$1.50 萬<0.1%歷史
ProShares Tr74348A145PET CARE ETF193$1.50 萬<0.1%–
EQNREquinor ASASPONSORED ADR505$1.30 萬<0.1%歷史
FRTFederal Realty Investment TrustSH BEN INT NEW106$1.30 萬<0.1%歷史
CTVACorteva, Inc.Stock256$1.10 萬<0.1%歷史
ALCAlcon IncStock120$1.00 萬<0.1%歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF195$1.00 萬<0.1%–
iShares Tr46432F875MRNGSTR INC ETF400$1.00 萬<0.1%–
TOVXTheriva Biologics, Inc.COM NEW20,418$9,000<0.1%歷史
Fidelity MSCI Utilities Index ETF316092865ETF200$8,000<0.1%–
PCARPaccar IncCOM104$8,000<0.1%歷史
ILMNIllumina, Inc.COM20$8,000<0.1%歷史
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD200$7,000<0.1%–
iShares Tr4642886613 7 YR TREAS BD50$7,000<0.1%–
DELLDell Technologies Inc.Stock56$6,000<0.1%歷史
AMTXAemetis, IncCOM NEW300$5,000<0.1%歷史
TITNTitan Machinery Inc.COM200$5,000<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM100$5,000<0.1%歷史
UAAUnder Armour, Inc.Stock200$4,000<0.1%歷史
RUNSunrun Inc.COM100$4,000<0.1%歷史
JEFJefferies Financial Group Inc.COM101$4,000<0.1%歷史
DNPDNP Select Income Fund IncCOM400$4,000<0.1%歷史
ETF Managers Tr26924G508ETFMG ALTR HRVST250$4,000<0.1%–
LORLLoral Space & Communications Inc.COM100$4,000<0.1%歷史
RVTRoyce Small-Cap Trust, Inc.COM183$3,000<0.1%歷史
TRIPTripAdvisor, Inc.COM100$3,000<0.1%歷史
Exchange Listed FDS Tr30151E780QRAFT AI US MMTM100$3,000<0.1%–
KMFKayne Anderson NextGen Energy & Infrastructure, Inc.COM400$3,000<0.1%歷史
BKNGBooking Holdings Inc.Stock1$2,000<0.1%歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD100$2,000<0.1%–
GLWCorning IncCOM60$2,000<0.1%歷史
DMRCDigimarc CorpCOM50$2,000<0.1%歷史
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X25$2,000<0.1%–
ETF Ser Solutions26922B600DEFIANCE NEXT100$2,000<0.1%–
MTTRMatterport, Inc.COM CL A100$2,000<0.1%歷史
ATIAti IncStock50$1,000<0.1%歷史
MKLMarkel Group Inc.COM1$1,000<0.1%歷史
PHMPultegroup IncCOM20$1,000<0.1%歷史
PINSPinterest, Inc.CL A20$1,000<0.1%歷史
ADMSAdamas Pharmaceuticals IncCOM300$1,000<0.1%歷史
DSKEDaseke, Inc.COM100$1,000<0.1%歷史
Fiduciary Claymore Engry Inf31647Q205COM140$1,000<0.1%–
Flagstar Bank, National Association649445103COM105$1,000<0.1%–
DNOWDNOW Inc.COM25$00.0%歷史
SPBSpectrum Brands Holdings, Inc.COM2$00.0%歷史
ZGZillow Group, Inc.CL A1$00.0%歷史
FWDIForward Industries, Inc.COM NEW100$00.0%歷史
RGTRoyce Global Trust, Inc.COM24$00.0%歷史