Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/18 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 628
- 較 2022 年第 2 季 −5
- 總值
- $1.26 億
- 較 2022 年第 2 季 −$733.0 萬 (−5.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 215,117 | $1,429 萬 | 11.3% | +21,019+10.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 333,802 | $1,402 萬 | 11.1% | +20,048+6.4% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 121,693 | $966.4 萬 | 7.7% | +3,780+3.2% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 345,577 | $786.5 萬 | 6.2% | +41,202+13.5% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 139,217 | $630.8 萬 | 5.0% | +3,075+2.3% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 92,756 | $412.8 萬 | 3.3% | −2,378−2.5% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 91,612 | $353.0 萬 | 2.8% | −12,936−12.4% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 43,813 | $317.9 萬 | 2.5% | +13,400+44.1% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 51,593 | $267.3 萬 | 2.1% | −17,664−25.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 107,880 | $226.4 萬 | 1.8% | +6,314+6.2% | 加碼 | – |
| CVXChevron Corp | Stock | 14,541 | $208.9 萬 | 1.7% | +219+1.5% | 加碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 76,681 | $183.3 萬 | 1.5% | −20,800−21.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,778 | $181.2 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288588 | MBS ETF | 18,726 | $171.5 萬 | 1.4% | −510−2.7% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 23,252 | $153.7 萬 | 1.2% | +5,133+28.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,293 | $128.4 萬 | 1.0% | +84+0.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 42,718 | $124.8 萬 | 1.0% | +297+0.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,933 | $121.5 萬 | 1.0% | +11,199+409.6% | 加碼 | – |
| BACBank of America Corp | Stock | 38,674 | $116.8 萬 | 0.9% | +1,026+2.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 11,490 | $111.2 萬 | 0.9% | +153+1.3% | 加碼 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 30,439 | $108.7 萬 | 0.9% | −2,300−7.0% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 11,697 | $106.8 萬 | 0.8% | −2,525−17.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,567 | $91.0 萬 | 0.7% | +123+2.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,623 | $88.9 萬 | 0.7% | +204+3.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,135 | $85.0 萬 | 0.7% | +115+1.4% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 5,290 | $79.1 萬 | 0.6% | +182+3.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,924 | $76.8 萬 | 0.6% | +107+1.8% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,802 | $76.8 萬 | 0.6% | +6+0.1% | 加碼 | 歷史 |
| NUENucor Corp | COM | 7,121 | $76.2 萬 | 0.6% | +242+3.5% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,571 | $74.9 萬 | 0.6% | +116+3.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,886 | $72.9 萬 | 0.6% | −20−1.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,104 | $67.0 萬 | 0.5% | +107+2.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 4,094 | $65.6 萬 | 0.5% | +138+3.5% | 加碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 9,460 | $65.2 萬 | 0.5% | −4,213−30.8% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,819 | $65.1 萬 | 0.5% | +37+1.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,635 | $63.7 萬 | 0.5% | +95+1.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,764 | $63.3 萬 | 0.5% | −10−0.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,289 | $60.9 萬 | 0.5% | −140−9.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,099 | $60.4 萬 | 0.5% | +501+3.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,789 | $56.0 萬 | 0.4% | +346+2.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,283 | $54.1 萬 | 0.4% | +207+3.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 9,279 | $53.7 萬 | 0.4% | −501−5.1% | 減碼 | – |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 31,865 | $53.6 萬 | 0.4% | −2,458−7.2% | 減碼 | – |
| MTBM&T Bank Corp | COM | 2,930 | $51.7 萬 | 0.4% | −182−5.8% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 6,635 | $50.8 萬 | 0.4% | +186+2.9% | 加碼 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 15,290 | $50.8 萬 | 0.4% | +535+3.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,421 | $50.0 萬 | 0.4% | −79−1.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,910 | $49.4 萬 | 0.4% | +114+3.0% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 9,328 | $46.9 萬 | 0.4% | −2,655−22.2% | 減碼 | – |
| EMREmerson Electric Co | Stock | 6,312 | $46.2 萬 | 0.4% | +214+3.5% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 2,524 | $45.9 萬 | 0.4% | +82+3.4% | 加碼 | 歷史 |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 23,663 | $45.4 萬 | 0.4% | −642−2.6% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 26,909 | $44.8 萬 | 0.4% | +845+3.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,659 | $44.4 萬 | 0.4% | +87+3.4% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 6,100 | $42.6 萬 | 0.3% | +200+3.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,238 | $41.3 萬 | 0.3% | +44+3.7% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 15,888 | $40.3 萬 | 0.3% | +531+3.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 15,097 | $38.9 萬 | 0.3% | +476+3.3% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,495 | $38.6 萬 | 0.3% | +3,495 | 新進 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 6,502 | $35.1 萬 | 0.3% | −202−3.0% | 減碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 8,034 | $33.8 萬 | 0.3% | +7,843+4,106.3% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 2,904 | $32.7 萬 | 0.3% | +89+3.2% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 7,851 | $31.4 萬 | 0.2% | −814−9.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,166 | $31.1 萬 | 0.2% | +34+3.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 19,565 | $30.0 萬 | 0.2% | −65−0.3% | 減碼 | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 6,466 | $29.9 萬 | 0.2% | −2,390−27.0% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 3,733 | $29.1 萬 | 0.2% | 00.0% | 不變 | – |
| CICigna Group | Stock | 1,030 | $28.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 2,753 | $28.2 萬 | 0.2% | +10+0.4% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 8,745 | $28.2 萬 | 0.2% | −10,327−54.1% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 4,158 | $27.8 萬 | 0.2% | −255−5.8% | 減碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 5,562 | $27.4 萬 | 0.2% | −653−10.5% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,870 | $26.3 萬 | 0.2% | +2,200+328.4% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 8,025 | $25.1 萬 | 0.2% | −488−5.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,951 | $23.7 萬 | 0.2% | +58+3.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,244 | $23.4 萬 | 0.2% | −8,286−71.9% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,239 | $23.3 萬 | 0.2% | +11+0.5% | 加碼 | – |
| BROSDutch Bros Inc. | CL A | 7,035 | $21.9 萬 | 0.2% | +2,618+59.3% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 5,363 | $21.9 萬 | 0.2% | −524−8.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 781 | $21.6 萬 | 0.2% | +12+1.6% | 加碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 2,632 | $21.6 萬 | 0.2% | −403−13.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,240 | $21.4 萬 | 0.2% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 6,310 | $20.6 萬 | 0.2% | −130−2.0% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 6,645 | $20.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,000 | $20.1 萬 | 0.2% | 00.0% | 不變 | – |
| Alpha Architect ETF Tr02072L706 | MERLYN AI BULL | 7,057 | $20.0 萬 | 0.2% | −1,325−15.8% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,187 | $19.1 萬 | 0.2% | +17+0.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 8,203 | $18.0 萬 | 0.1% | −1,550−15.9% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 5,578 | $17.9 萬 | 0.1% | −232−4.0% | 減碼 | – |
| KOCoca Cola Co | Stock | 2,691 | $15.1 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,754 | $15.1 萬 | 0.1% | −64−1.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,083 | $14.6 萬 | 0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 5,780 | $14.2 萬 | 0.1% | −1,773−23.5% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 3,509 | $13.3 萬 | 0.1% | −975−21.7% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 1,525 | $12.9 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 1,339 | $12.9 萬 | 0.1% | −185−12.1% | 減碼 | – |
| WERNWerner Enterprises Inc | COM | 3,388 | $12.7 萬 | 0.1% | +10+0.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 342 | $12.2 萬 | 0.1% | +30+9.6% | 加碼 | 歷史 |
| Defiance Quantum ETF26922A420 | ETF | 3,343 | $12.1 萬 | 0.1% | +79+2.4% | 加碼 | – |
| VVisa Inc. | Stock | 670 | $11.9 萬 | 0.1% | −31−4.4% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（41 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 11,945 | $106.3 萬 | 0.8% | – |
| Apollo Coml Real Est Fin Inc03762UAB1 | NOTE 4.750% 8/2 | 55,000 | $5.50 萬 | <0.1% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 980 | $4.90 萬 | <0.1% | – |
| DBX ETF Tr233051705 | XTRACK MUN INFRA | 1,761 | $4.40 萬 | <0.1% | – |
| Prospect Cap Corp74348TAR3 | NOTE 4.950% 7/1 | 42,000 | $4.20 萬 | <0.1% | – |
| WLLWhiting Holdings LLC | COM NEW | 620 | $4.20 萬 | <0.1% | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 795 | $3.90 萬 | <0.1% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 380 | $3.80 萬 | <0.1% | – |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 1,800 | $3.60 萬 | <0.1% | – |
| HASHasbro, Inc. | COM | 397 | $3.30 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 51 | $2.80 萬 | <0.1% | 歷史 |
| GSKGSK plc | SPONSORED ADR | 540 | $2.40 萬 | <0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 261 | $2.20 萬 | <0.1% | 歷史 |
| SNCYSun Country Airlines Holdings, LLC | COM | 1,000 | $1.80 萬 | <0.1% | 歷史 |
| ULCCFrontier Group Holdings, Inc. | COM | 1,000 | $9,000 | <0.1% | 歷史 |
| LVSLas Vegas Sands Corp | COM | 200 | $7,000 | <0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 90 | $7,000 | <0.1% | – |
| ESTCElastic N.V. | ORD SHS | 76 | $5,000 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 60 | $4,000 | <0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 201 | $4,000 | <0.1% | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 50 | $4,000 | <0.1% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 85 | $4,000 | <0.1% | 歷史 |
| APPHAppHarvest, Inc. | COM | 1,215 | $4,000 | <0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 20 | $3,000 | <0.1% | 歷史 |
| SIGSignet Jewelers Ltd | SHS | 50 | $3,000 | <0.1% | 歷史 |
| EMBCEmbecta Corp. | Stock | 33 | $1,000 | <0.1% | 歷史 |
| MHKMohawk Industries Inc | COM | 10 | $1,000 | <0.1% | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 20 | $1,000 | <0.1% | – |
| MBUUMalibu Boats, Inc. | COM CL A | 25 | $1,000 | <0.1% | 歷史 |
| MLCOMelco Resorts & Entertainment LTD | ADR | 100 | $1,000 | <0.1% | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 18 | $1,000 | <0.1% | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 50 | $1,000 | <0.1% | 歷史 |
| NOVASunnova Energy International Inc. | COM | 75 | $1,000 | <0.1% | 歷史 |
| UNGUnited States Natural Gas Fund, LP | UNIT PAR | 30 | $1,000 | <0.1% | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2 | $0 | 0.0% | 歷史 |
| CHGGChegg, Inc | COM | 10 | $0 | 0.0% | 歷史 |
| SKINSkinHealth Systems Inc. | COM CL A | 25 | $0 | 0.0% | 歷史 |
| BBBY20230930-DK-Butterfly-1, Inc. | COM | 50 | $0 | 0.0% | 歷史 |
| CGCCanopy Growth Corp | COM | 170 | $0 | 0.0% | 歷史 |
| FSRFisker Inc. | CL A COM STK | 40 | $0 | 0.0% | 歷史 |
| VCSAVacasa, Inc. | CLASS A COM | 100 | $0 | 0.0% | 歷史 |