Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/5 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 633
- 較 2022 年第 1 季 −5
- 總值
- $1.33 億
- 較 2022 年第 1 季 −$1,879 萬 (−12.3%)
| 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 ETF78464A854 | ETF | 313,754 | $1,391 萬 | 10.4% | −30,522−8.9% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 194,098 | $1,390 萬 | 10.4% | +144,073+288.0% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 117,913 | $989.3 萬 | 7.4% | −27,195−18.7% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 304,375 | $727.5 萬 | 5.5% | −56,838−15.7% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 136,142 | $651.7 萬 | 4.9% | −33,477−19.7% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 104,548 | $453.7 萬 | 3.4% | −20,006−16.1% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 95,134 | $445.4 萬 | 3.3% | −15,400−13.9% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 69,257 | $386.5 萬 | 2.9% | +16,868+32.2% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 30,413 | $244.8 萬 | 1.8% | −5,508−15.3% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 97,481 | $240.0 萬 | 1.8% | −34,510−26.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 101,566 | $236.2 萬 | 1.8% | +101,566 | 新進 | – |
| CVXChevron Corp | Stock | 14,322 | $207.4 萬 | 1.6% | +55+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,778 | $199.8 萬 | 1.5% | +53+0.7% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 19,236 | $187.5 萬 | 1.4% | −3,750−16.3% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 14,222 | $142.8 萬 | 1.1% | +14,222 | 新進 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 32,739 | $134.0 萬 | 1.0% | −16,620−33.7% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 18,119 | $127.2 萬 | 1.0% | −4,107−18.5% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 42,421 | $126.1 萬 | 0.9% | +37,832+824.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,209 | $125.9 萬 | 0.9% | +255+2.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 11,337 | $123.2 萬 | 0.9% | +192+1.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 37,648 | $117.2 萬 | 0.9% | +1,806+5.0% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 11,945 | $106.3 萬 | 0.8% | +11,945 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 6,419 | $98.3 萬 | 0.7% | +144+2.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,444 | $96.6 萬 | 0.7% | +127+2.4% | 加碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 13,673 | $94.8 萬 | 0.7% | +12,050+742.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,020 | $90.3 萬 | 0.7% | +99+1.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,796 | $83.1 萬 | 0.6% | +384+3.7% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 11,530 | $82.5 萬 | 0.6% | −11,604−50.2% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,906 | $82.0 萬 | 0.6% | +74+4.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 5,108 | $80.6 萬 | 0.6% | +229+4.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,455 | $78.5 萬 | 0.6% | +144+4.3% | 加碼 | 歷史 |
| NUENucor Corp | COM | 6,879 | $71.8 萬 | 0.5% | +304+4.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,540 | $70.8 萬 | 0.5% | +275+5.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,817 | $70.7 萬 | 0.5% | +185+3.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,782 | $68.7 萬 | 0.5% | +100+3.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,429 | $68.5 萬 | 0.5% | +1+0.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,774 | $67.3 萬 | 0.5% | −94−5.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 3,997 | $66.6 萬 | 0.5% | +174+4.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,443 | $65.2 萬 | 0.5% | +266+2.2% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 19,072 | $64.9 萬 | 0.5% | +19,072 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 14,598 | $62.2 萬 | 0.5% | +619+4.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 9,780 | $60.6 萬 | 0.5% | −2,642−21.3% | 減碼 | – |
| WMWaste Management Inc | Stock | 3,956 | $60.5 萬 | 0.5% | +157+4.1% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 11,983 | $60.3 萬 | 0.5% | −4,525−27.4% | 減碼 | – |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 34,323 | $58.5 萬 | 0.4% | +1,888+5.8% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,076 | $55.4 萬 | 0.4% | +252+4.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 14,621 | $54.7 萬 | 0.4% | +725+5.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,796 | $54.6 萬 | 0.4% | +126+3.4% | 加碼 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 14,755 | $51.0 萬 | 0.4% | +808+5.8% | 加碼 | 歷史 |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 24,305 | $50.1 萬 | 0.4% | +2,428+11.1% | 加碼 | – |
| MTBM&T Bank Corp | COM | 3,112 | $49.6 萬 | 0.4% | +583+23.1% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 5,900 | $48.9 萬 | 0.4% | +235+4.1% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 6,449 | $48.7 萬 | 0.4% | −16−0.2% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 6,098 | $48.5 萬 | 0.4% | +162+2.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 2,442 | $48.0 萬 | 0.4% | +90+3.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,500 | $47.8 萬 | 0.4% | +120+2.7% | 加碼依 20 比 1 拆股換算 | 歷史 |
| HONHoneywell International Inc | COM | 2,572 | $44.7 萬 | 0.3% | +102+4.1% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 26,064 | $43.7 萬 | 0.3% | +1,189+4.8% | 加碼 | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 8,856 | $42.1 萬 | 0.3% | −266−2.9% | 減碼 | – |
| PPLPPL Corp | COM | 15,357 | $41.7 萬 | 0.3% | +717+4.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 19,630 | $41.1 萬 | 0.3% | +739+3.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,686 | $41.0 萬 | 0.3% | +68+4.2% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 6,704 | $38.4 萬 | 0.3% | −1,409−17.4% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 2,815 | $38.0 萬 | 0.3% | +107+4.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,194 | $35.8 萬 | 0.3% | +1,184+11,840.0% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 8,665 | $35.1 萬 | 0.3% | −1,479−14.6% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 4,413 | $31.9 萬 | 0.2% | −1,179−21.1% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 3,733 | $31.3 萬 | 0.2% | +36+1.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,132 | $30.9 萬 | 0.2% | −18−1.6% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 6,215 | $30.6 萬 | 0.2% | +12+0.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 1,893 | $28.7 萬 | 0.2% | +341+22.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 8,513 | $27.8 萬 | 0.2% | +37+0.4% | 加碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 3,035 | $27.5 萬 | 0.2% | −12,464−80.4% | 減碼 | – |
| CICigna Group | Stock | 1,030 | $27.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Alpha Architect ETF Tr02072L706 | MERLYN AI BULL | 8,382 | $25.7 萬 | 0.2% | −4,045−32.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,734 | $25.3 萬 | 0.2% | −57−2.0% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,228 | $24.9 萬 | 0.2% | +8+0.4% | 加碼 | – |
| COPConocoPhillips | Stock | 2,743 | $24.6 萬 | 0.2% | −8−0.3% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 5,887 | $24.5 萬 | 0.2% | −2,887−32.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 112 | $24.4 萬 | 0.2% | −1−0.9% | 減碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 6,440 | $22.3 萬 | 0.2% | −2,954−31.4% | 減碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 7,553 | $21.7 萬 | 0.2% | −66,551−89.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 9,753 | $21.6 萬 | 0.2% | −5,518−36.1% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 769 | $21.1 萬 | 0.2% | +76+11.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 5,810 | $20.5 萬 | 0.2% | −350−5.7% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 6,645 | $20.0 萬 | 0.1% | +6,645 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,000 | $20.0 萬 | 0.1% | +4,000 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 2,170 | $18.6 萬 | 0.1% | −860−28.4% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,693 | $18.0 萬 | 0.1% | −1,206−41.6% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 4,484 | $17.5 萬 | 0.1% | −42,722−90.5% | 減碼 | – |
| KOCoca Cola Co | Stock | 2,688 | $16.9 萬 | 0.1% | −257−8.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,083 | $15.5 萬 | 0.1% | −32−2.9% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 1,524 | $15.5 萬 | 0.1% | −1,251−45.1% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 3,818 | $15.0 萬 | 0.1% | +1,776+87.0% | 加碼 | 歷史 |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 3,389 | $14.1 萬 | 0.1% | +71+2.1% | 加碼 | 歷史 |
| BROSDutch Bros Inc. | CL A | 4,417 | $14.0 萬 | 0.1% | +1,358+44.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 701 | $13.8 萬 | 0.1% | −13−1.8% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 2,863 | $13.6 萬 | 0.1% | −1,470−33.9% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,120 | $13.5 萬 | 0.1% | −9,084−89.0% | 減碼 | – |
| BABoeing Co | Stock | 981 | $13.4 萬 | 0.1% | +216+28.2% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（42 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PBCTPeople's United Financial, Inc. | COM | 4,712 | $9.40 萬 | 0.1% | 歷史 |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 3,000 | $5.10 萬 | <0.1% | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 124 | $2.30 萬 | <0.1% | – |
| EIXEdison International | Stock | 169 | $1.20 萬 | <0.1% | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 280 | $1.00 萬 | <0.1% | – |
| XELXcel Energy Inc | Stock | 110 | $8,000 | <0.1% | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 150 | $7,000 | <0.1% | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 45 | $7,000 | <0.1% | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 104 | $7,000 | <0.1% | – |
| iShares Tr46435G441 | ESG ADVNCD HY BD | 126 | $6,000 | <0.1% | – |
| EXCExelon Corp | Stock | 113 | $5,000 | <0.1% | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 100 | $5,000 | <0.1% | 歷史 |
| FSTRFoster L B Co | COM | 300 | $5,000 | <0.1% | 歷史 |
| U.S. Global Jets ETF26922A842 | ETF | 151 | $3,000 | <0.1% | – |
| RVTYRevvity, Inc. | COM | 16 | $3,000 | <0.1% | 歷史 |
| GAPGap Inc | COM | 200 | $3,000 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 70 | $3,000 | <0.1% | – |
| JMIAJumia Technologies AG | SPONSORED ADS | 314 | $3,000 | <0.1% | 歷史 |
| KNDIKandi Technologies Group, Inc. | COM | 860 | $3,000 | <0.1% | 歷史 |
| ACNAccenture plc | Stock | 7 | $2,000 | <0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 26 | $2,000 | <0.1% | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 120 | $2,000 | <0.1% | 歷史 |
| DXCMDexcom Inc | COM | 4 | $2,000 | <0.1% | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 70 | $2,000 | <0.1% | – |
| SESea Ltd | SPONSORD ADS | 20 | $2,000 | <0.1% | 歷史 |
| FSLYFastly, Inc. | CL A | 100 | $2,000 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 30 | $2,000 | <0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 17 | $1,000 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 6 | $1,000 | <0.1% | 歷史 |
| APAAPA Corp | Stock | 30 | $1,000 | <0.1% | 歷史 |
| HTZHertz Global Holdings, Inc | COM NEW | 50 | $1,000 | <0.1% | 歷史 |
| GTEGran Tierra Energy Inc. | COM | 700 | $1,000 | <0.1% | 歷史 |
| PRTYParty City Holdco Inc. | COM | 300 | $1,000 | <0.1% | 歷史 |
| SYNHSyneos Health, Inc. | CL A | 160 | $1,000 | <0.1% | 歷史 |
| TRVGtrivago N.V. | SPON ADS A SHS | 250 | $1,000 | <0.1% | 歷史 |
| ZNGAZynga Inc | CL A | 70 | $1,000 | <0.1% | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 10 | $0 | 0.0% | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 1 | $0 | 0.0% | 歷史 |
| EXKEndeavour Silver Corp | COM | 5 | $0 | 0.0% | 歷史 |
| ENSVEnservco Corp | common | 100 | $0 | 0.0% | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 25 | $0 | 0.0% | – |
| Arrival GroupL0423Q108 | SHS | 100 | $0 | 0.0% | – |