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Livermore
Livermore
中文EN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
最新申報
2026/2/17

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/4/29 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
638
較 2021 年第 4 季 −50
總值
$1.52 億
較 2021 年第 4 季 −$1,177 萬 (−7.2%)
申報日
2022/4/29
SEC
Clearview Wealth Advisors LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
State Street SPDR Portfolio S&P 500 ETF78464A854ETF344,276$1,829 萬12.0%+130,297+60.9%加碼–
iShares Tr46435G425ESG AWR MSCI USA145,108$1,471 萬9.7%+31,671+27.9%加碼–
iShares U.S. Treasury Bond ETF46429B267ETF361,213$899.8 萬5.9%+75,295+26.3%加碼–
Schwab US Aggregate Bond ETF808524839ETF169,619$857.8 萬5.6%+169,619新進–
iShares Tr464288877EAFE VALUE ETF124,554$626.0 萬4.1%+17,404+16.2%加碼–
iShares Tr46434V613CORE UNIVRSL USD110,534$548.6 萬3.6%+22,704+25.8%加碼–
Schwab US Dividend Equity ETF808524797ETF50,025$394.6 萬2.6%+46,358+1,264.2%加碼–
iShares Tr46435G474FALN ANGLS USD131,991$366.4 萬2.4%−27,210−17.1%減碼–
iShares Tr464288885EAFE GRWTH ETF35,921$345.8 萬2.3%−12,728−26.2%減碼–
Schwab US Tips ETF808524870ETF52,389$318.1 萬2.1%−22,394−29.9%減碼–
WisdomTree Tr97717X578EM EX ST-OWNED74,104$242.0 萬1.6%+20,987+39.5%加碼–
MSFTMicrosoft CorpStock7,725$238.2 萬1.6%−1,919−19.9%減碼歷史
iShares Tr464288588MBS ETF22,986$234.2 萬1.5%+1,803+8.5%加碼–
CVXChevron CorpStock14,267$232.3 萬1.5%−282−1.9%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF47,206$223.6 萬1.5%−2,962−5.9%減碼依 2 比 1 拆股換算–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF49,359$197.7 萬1.3%+18,535+60.1%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF23,134$176.8 萬1.2%−2,487−9.7%減碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF22,226$172.4 萬1.1%−19,985−47.3%減碼–
iShares Tr46432F388MSCI USA VALUE15,499$162.1 萬1.1%−7,293−32.0%減碼–
AAPLApple Inc.Stock8,954$156.4 萬1.0%−5,581−38.4%減碼歷史
BACBank of America CorpStock35,842$147.7 萬1.0%+2,849+8.6%加碼歷史
iShares Tr464287721U.S. TECH ETF13,936$143.6 萬0.9%−1,735−11.1%減碼–
iShares Tr46428865310-20 YR TRS ETF10,204$137.4 萬0.9%+1,902+22.9%加碼–
ABTAbbott LaboratoriesStock11,145$131.9 萬0.9%+112+1.0%加碼歷史
JPMJPMorgan Chase & CoStock7,921$108.0 萬0.7%−322−3.9%減碼歷史
ABBVAbbVie Inc.Stock6,275$101.7 萬0.7%−148−2.3%減碼歷史
NUENucor CorpCOM6,575$97.7 萬0.6%+481+7.9%加碼歷史
NSCNorfolk Southern CorpStock3,311$94.4 萬0.6%+279+9.2%加碼歷史
JNJJohnson & JohnsonStock5,317$94.2 萬0.6%+164+3.2%加碼歷史
PNCPNC Financial Services Group, Inc.Stock4,879$90.0 萬0.6%+431+9.7%加碼歷史
iShares Core S&P 500 ETF464287200ETF1,868$84.8 萬0.6%+161+9.4%加碼–
WMTWalmart Inc.Stock5,632$83.9 萬0.6%−174−3.0%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL12,422$83.3 萬0.5%−20,846−62.7%減碼–
WisdomTree Tr97717Y527FLOATNG RAT TREA16,508$83.0 萬0.5%+16,508新進–
COSTCostco Wholesale CorpStock1,428$82.3 萬0.5%−1,321−48.1%減碼歷史
LMTLockheed Martin CorpStock1,832$80.9 萬0.5%+149+8.9%加碼歷史
QCOMQualcomm IncStock5,265$80.5 萬0.5%+413+8.5%加碼歷史
CSCOCisco Systems, Inc.Stock13,979$77.9 萬0.5%+691+5.2%加碼歷史
BMYBristol Myers Squibb CoStock10,412$76.0 萬0.5%+33+0.3%加碼歷史
AMZNAmazon Com IncStock219$71.4 萬0.5%−151−40.8%減碼歷史
INTCIntel CorpStock13,896$68.9 萬0.5%+1,753+14.4%加碼歷史
MCDMcDonalds CorpStock2,682$66.3 萬0.4%+172+6.9%加碼歷史
PEPPepsiCo IncStock3,823$64.0 萬0.4%−319−7.7%減碼歷史
PFEPfizer IncStock12,177$63.0 萬0.4%−233−1.9%減碼歷史
Listed FDS Tr53656F599SWAN HEDGED EQTY32,435$60.7 萬0.4%+29,617+1,051.0%加碼–
WMWaste Management IncStock3,799$60.2 萬0.4%+331+9.5%加碼歷史
EMREmerson Electric CoStock5,936$58.2 萬0.4%+308+5.5%加碼歷史
PGProcter & Gamble CoStock3,670$56.1 萬0.4%+132+3.7%加碼歷史
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF21,877$52.7 萬0.3%+19,131+696.7%加碼–
WisdomTree Tr97717X669US QTLY DIV GRT8,113$51.7 萬0.3%−7,737−48.8%減碼–
CBChubb LtdStock2,352$50.3 萬0.3%+188+8.7%加碼歷史
LEGLeggett & Platt IncStock13,947$48.5 萬0.3%+1,392+11.1%加碼歷史
HONHoneywell International IncCOM2,470$48.1 萬0.3%+210+9.3%加碼歷史
MRKMerck & Co., Inc.Stock5,824$47.8 萬0.3%+373+6.8%加碼歷史
KMIKinder Morgan, Inc.Stock24,875$47.0 萬0.3%+2,050+9.0%加碼歷史
WPCW. P. Carey Inc.COM5,665$45.8 萬0.3%+482+9.3%加碼歷史
TAT&T Inc.Stock18,891$44.6 萬0.3%−227−1.2%減碼歷史
iShares Tr46434V4070-5YR HI YL CP10,144$44.6 萬0.3%−17,341−63.1%減碼–
Schwab Strategic Tr8085247141 5YR CORP BD9,122$44.3 萬0.3%−80,420−89.8%減碼–
GISGeneral Mills IncStock6,465$43.8 萬0.3%+142+2.2%加碼歷史
MTBM&T Bank CorpCOM2,529$42.9 萬0.3%+288+12.9%加碼歷史
Alpha Architect ETF Tr02072L706MERLYN AI BULL12,427$42.9 萬0.3%−232−1.8%減碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF5,592$42.4 萬0.3%−6,984−55.5%減碼–
NVDANVIDIA CorpStock1,552$42.3 萬0.3%−1,965−55.9%減碼歷史
PPLPPL CorpCOM14,640$41.8 萬0.3%+1,290+9.7%加碼歷史
BRK.BBerkshire Hathaway IncStock1,150$40.6 萬0.3%−820−41.6%減碼歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF8,774$39.4 萬0.3%−17,737−66.9%減碼–
AMGNAmgen IncStock1,618$39.1 萬0.3%−25−1.5%減碼歷史
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD15,271$37.3 萬0.2%−54,180−78.0%減碼–
iShares Tr464288257MSCI ACWI ETF3,697$36.9 萬0.2%+2+0.1%加碼–
iShares Tr464289883CORE 30 70 ETF9,394$35.4 萬0.2%−19,077−67.0%減碼–
KMBKimberly Clark CorpStock2,708$33.4 萬0.2%+183+7.2%加碼歷史
iShares Tr464288414NATIONAL MUN ETF2,899$31.8 萬0.2%−3,375−53.8%減碼–
GOOGLAlphabet Inc.Stock113$31.4 萬0.2%−48−29.8%減碼歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF6,203$30.8 萬0.2%−1,608−20.6%減碼–
iShares Core S&P Small Cap ETF464287804ETF2,791$30.1 萬0.2%+3+0.1%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF2,220$29.9 萬0.2%+6+0.3%加碼–
iShares Tr46429B7470-5 YR TIPS ETF2,775$29.1 萬0.2%−7,923−74.1%減碼–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF8,476$28.9 萬0.2%−1,118−11.7%減碼–
COPConocoPhillipsStock2,751$27.5 萬0.2%−563−17.0%減碼歷史
ALKAlaska Air Group, Inc.COM4,333$25.1 萬0.2%−200−4.4%減碼歷史
XOMExxonMobil Holdings CorpCOM3,030$25.0 萬0.2%+258+9.3%加碼歷史
CICigna GroupStock1,030$24.7 萬0.2%00.0%不變歷史
STAGSTAG Industrial, Inc.COM5,685$23.5 萬0.2%−8,320−59.4%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF4,333$23.1 萬0.2%−609−12.3%減碼–
First Tr Exchange-Traded FD336917109SHS6,160$23.1 萬0.2%+2,152+53.7%加碼–
HDHome Depot, Inc.Stock693$20.8 萬0.1%−397−36.4%減碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF6,540$19.4 萬0.1%−35,409−84.4%減碼–
KOCoca Cola CoStock2,945$18.3 萬0.1%−796−21.3%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF1,115$18.1 萬0.1%−1,232−52.5%減碼–
BROSDutch Bros Inc.CL A3,059$16.9 萬0.1%+1,080+54.6%加碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,638$16.7 萬0.1%−6,716−80.4%減碼–
DISWalt Disney CoStock1,199$16.5 萬0.1%−8−0.7%減碼歷史
Goldman Sachs ETF Tr381430529ACCES TREASURY1,650$16.5 萬0.1%−3,360−67.1%減碼–
New York Life Invts Active E45409F843MACK MU INSD ETF6,302$16.1 萬0.1%−22,240−77.9%減碼–
VVisa Inc.Stock714$15.8 萬0.1%−1,267−64.0%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF1,277$15.7 萬0.1%−86−6.3%減碼–
ABAlliancebernstein Holding L.P.UNIT LTD PARTN3,318$15.6 萬0.1%+91+2.8%加碼歷史
iShares Tr464289875CORE 40 MODE ETF3,470$14.9 萬0.1%−1,182−25.4%減碼–
BABoeing CoStock765$14.6 萬0.1%00.0%不變歷史

2021 年第 4 季之後清倉（90 檔）

2021 年第 4 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 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
WisdomTree Tr97717X628FLOATNG RAT TREA115,424$289.6 萬1.8%–
Global X FDS37954Y483NASDAQ 100 COVER21,105$46.8 萬0.3%–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS1,570$9.60 萬0.1%–
iShares Tr464287150CORE S&P TTL STK650$7.00 萬<0.1%–
Vanguard Mortgage-Backed Securities ETF92206C771ETF1,190$6.30 萬<0.1%–
Royal Dutch Shell PLC780259206SPONS ADR A1,423$6.20 萬<0.1%–
Direxion Shs ETF Tr25459W862DRX S&P500BULL394$5.70 萬<0.1%–
STORStore Capital LLCCOM1,340$4.60 萬<0.1%歷史
BlackRock TCP Capital Corp.87238QAD5NOTE 4.625% 3/040,000$4.00 萬<0.1%–
NUANNuance Communications, Inc.COM703$3.90 萬<0.1%歷史
iShares Russell 1000 Growth ETF464287614ETF125$3.80 萬<0.1%–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE429$3.40 萬<0.1%–
Invesco Actively Managed ETF46090A200BLNCD MLTI AST1,864$3.20 萬<0.1%–
RWTRedwood Trust IncCOM2,055$2.70 萬<0.1%歷史
Innovator ETFs Tr II S&P High45783Y822ETF940$2.30 萬<0.1%–
NOWServiceNow, Inc.Stock32$2.10 萬<0.1%歷史
ORCLOracle CorpStock246$2.10 萬<0.1%歷史
HFCHollyFrontier CorpCOM504$1.70 萬<0.1%歷史
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX367$1.60 萬<0.1%–
APAMArtisan Partners Asset Management Inc.CL A340$1.60 萬<0.1%歷史
RSReliance, Inc.COM100$1.60 萬<0.1%歷史
ACLSAxcelis Technologies IncStock200$1.50 萬<0.1%歷史
ORIOld Republic International CorpCOM600$1.50 萬<0.1%歷史
JJacobs Solutions Inc.COM104$1.40 萬<0.1%歷史
SCHWSchwab Charles CorpStock141$1.20 萬<0.1%歷史
CARRCarrier Global CorpStock200$1.10 萬<0.1%歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF100$1.10 萬<0.1%–
XLNXXilinx IncCOM51$1.10 萬<0.1%歷史
EVRGEvergy, Inc.Stock150$1.00 萬<0.1%歷史
SPDR Series Trust78468R812ST STR MSCI USAQ76$1.00 萬<0.1%–
NVVENuvve Holding Corp.COM775$1.00 萬<0.1%歷史
BLDRBuilders FirstSource, Inc.Stock100$9,000<0.1%歷史
BURLBurlington Stores, Inc.COM30$9,000<0.1%歷史
First Tr Exch Traded FD III33739P871HORIZON MNGD ETF273$9,000<0.1%–
PSMTPricesmart IncCOM120$9,000<0.1%歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF170$9,000<0.1%–
SNYSanofiSPONSORED ADR151$8,000<0.1%歷史
LNTAlliant Energy CorpStock114$7,000<0.1%歷史
WisdomTree Tr97717W422INDIA ERNGS FD200$7,000<0.1%–
CLFCleveland-Cliffs Inc.COM300$7,000<0.1%歷史
WDCWestern Digital CorpCOM100$7,000<0.1%歷史
FEFirstenergy CorpCOM150$6,000<0.1%歷史
STLDSteel Dynamics IncCOM100$6,000<0.1%歷史
Freyr BatteryL4135L100COM500$6,000<0.1%–
KRKroger CoStock100$5,000<0.1%歷史
SPDR Series Trust78464A581ST STR SP HCEQ40$5,000<0.1%–
HIGHartford Insurance Group, Inc.Stock63$4,000<0.1%歷史
CATCaterpillar IncStock20$4,000<0.1%歷史
OTISOtis Worldwide CorpStock50$4,000<0.1%歷史
BEEMBeam GlobalCOM226$4,000<0.1%歷史
WYNNWynn Resorts LtdCOM50$4,000<0.1%歷史
Abrdn ETFs003261104BBRG ALL COMD K1175$4,000<0.1%–
EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc.COM809$4,000<0.1%歷史
TPGYTPG Pace Beneficial Finance Corp.CL A COM438$4,000<0.1%歷史
iShares Russell 2000 ETF464287655ETF15$3,000<0.1%–
CMICummins IncStock15$3,000<0.1%歷史
MCHPMicrochip Technology IncStock40$3,000<0.1%歷史
ACMRACM Research, Inc.Stock40$3,000<0.1%歷史
DOVDOVER CorpCOM16$3,000<0.1%歷史
CLMCornerstone Strategic Investment Fund, Inc.COM191$3,000<0.1%歷史
LEVILevi Strauss & CoCL A COM STK100$3,000<0.1%歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM400$3,000<0.1%歷史
CXCemex SAB de CVSPON ADR NEW500$3,000<0.1%歷史
GOGOGogo Inc.COM200$3,000<0.1%歷史
RYZRyerson Holding CorpCOM100$3,000<0.1%歷史
iShares Inc464286715MSCI TURKEY ETF163$3,000<0.1%–
Royal Dutch Shell PLC780259107SPON ADR B70$3,000<0.1%–
PENGPenguin Solutions, Inc.SHS40$3,000<0.1%歷史
ADIAnalog Devices IncStock14$2,000<0.1%歷史
CHTRCharter Communications, Inc.CL A3$2,000<0.1%歷史
First Tr Exch Traded FD III33739P202EME MRK BD ETF77$2,000<0.1%–
AOSLAlpha & Omega Semiconductor LtdSHS40$2,000<0.1%歷史
LXLexinFintech Holdings Ltd.ADR500$2,000<0.1%歷史
ULTAUlta Beauty, Inc.Stock2$1,000<0.1%歷史
GENGen Digital Inc.Stock56$1,000<0.1%歷史
Simplify Exchange Traded Fun82889N103US EQT PLS CNVEX40$1,000<0.1%–
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT9$1,000<0.1%–
ETF Ser Solutions26922A321DISTILLATE US30$1,000<0.1%–
UPSTUpstart Holdings, Inc.COM4$1,000<0.1%歷史
iShares Tr464287549EXPND TEC SC ETF2$1,000<0.1%–
DOCNDigitalOcean Holdings, Inc.COM9$1,000<0.1%歷史
ROKURoku, IncCOM CL A2$1,000<0.1%歷史
KOPNKopin CorpCOM200$1,000<0.1%歷史
CRONCronos Group Inc.COM100$1,000<0.1%歷史
PIPRPiper Sandler CompaniesCOM0$1,000<0.1%歷史
AIGAmerican International Group, Inc.Stock1––歷史
FIBKFirst Interstate Bancsystem IncCOM6––歷史
ACBAurora Cannabis IncCOM40––歷史
BATRAAtlanta Braves Holdings, Inc.COM A BRAVES GRP10––歷史
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP10––歷史