Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 670
- 較 2022 年第 4 季 +49
- 總值
- $9,870 萬
- 較 2022 年第 4 季 −$3,071 萬 (−23.7%)
| 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 | 110,505 | $532.1 萬 | 5.4% | −152,106−57.9% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 49,640 | $363.2 萬 | 3.7% | −118,642−70.5% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 36,462 | $329.8 萬 | 3.3% | −56,190−60.6% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 91,833 | $272.1 萬 | 2.8% | +57,490+167.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 13,496 | $247.3 萬 | 2.5% | +13,383+11,843.4% | 加碼 | 歷史 |
| iShares Tr464288117 | INTL TREA BD ETF | 56,753 | $228.2 萬 | 2.3% | +56,753 | 新進 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 24,467 | $227.1 萬 | 2.3% | +24,467 | 新進 | – |
| CVXChevron Corp | Stock | 12,133 | $198.0 萬 | 2.0% | −2,396−16.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,948 | $171.5 萬 | 1.7% | −1,593−21.1% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 35,712 | $167.5 萬 | 1.7% | −67,711−65.5% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,182 | $157.3 萬 | 1.6% | −4,165−49.9% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 30,456 | $140.6 萬 | 1.4% | −59,114−66.0% | 減碼 | – |
| WMTWalmart Inc. | Stock | 9,172 | $135.3 萬 | 1.4% | +3,425+59.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,851 | $134.8 萬 | 1.4% | +981+52.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 18,444 | $127.8 萬 | 1.3% | +7,693+71.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,389 | $121.8 萬 | 1.2% | −1,607−17.9% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 12,107 | $114.7 萬 | 1.2% | −18,050−59.9% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 12,066 | $113.0 萬 | 1.1% | −18,938−61.1% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 22,604 | $109.7 萬 | 1.1% | −46,468−67.3% | 減碼 | – |
| MKTXMarketaxess Holdings Inc | COM | 2,566 | $100.4 萬 | 1.0% | +2,566 | 新進 | 歷史 |
| TYLTyler Technologies Inc | COM | 2,618 | $92.8 萬 | 0.9% | +2,618 | 新進 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 2,968 | $88.7 萬 | 0.9% | +2,968 | 新進 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,104 | $88.0 萬 | 0.9% | −7,338−37.7% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 12,108 | $86.8 萬 | 0.9% | −14,941−55.2% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 37,094 | $86.7 萬 | 0.9% | −111,367−75.0% | 減碼 | – |
| NDSNNordson Corp | COM | 3,894 | $86.6 萬 | 0.9% | +3,894 | 新進 | 歷史 |
| EMNEastman Chemical Co | Stock | 10,055 | $84.8 萬 | 0.9% | +10,055 | 新進 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 2,659 | $84.6 萬 | 0.9% | +2,659 | 新進 | 歷史 |
| GGGGraco Inc | COM | 10,896 | $79.6 萬 | 0.8% | +10,896 | 新進 | 歷史 |
| DAYDayforce, Inc. | COM | 10,623 | $77.8 萬 | 0.8% | +10,623 | 新進 | 歷史 |
| NUENucor Corp | COM | 5,025 | $77.6 萬 | 0.8% | −2,128−29.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,817 | $76.8 萬 | 0.8% | −1,833−27.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,863 | $76.4 萬 | 0.8% | −2,253−27.8% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 12,778 | $75.1 萬 | 0.8% | +12,778 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,953 | $74.8 萬 | 0.8% | +9,953 | 新進 | 歷史 |
| TRTootsie Roll Industries Inc | COM | 16,544 | $74.3 萬 | 0.8% | +16,544 | 新進 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 34,275 | $74.2 萬 | 0.8% | +34,275 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 2,057 | $73.2 萬 | 0.7% | +2,057 | 新進 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 5,737 | $72.9 萬 | 0.7% | +5,737 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,768 | $72.7 萬 | 0.7% | +3+0.2% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 1,552 | $71.7 萬 | 0.7% | +1,508+3,427.3% | 加碼 | 歷史 |
| COLLCollegium Pharmaceutical, Inc | COM | 29,067 | $69.7 萬 | 0.7% | +29,067 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,442 | $68.9 萬 | 0.7% | −1,003−18.4% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 13,038 | $68.3 萬 | 0.7% | +13,024+93,028.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 23,184 | $66.3 萬 | 0.7% | −10,307−30.8% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,619 | $61.6 萬 | 0.6% | +12,552+18,734.3% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 18,551 | $59.6 萬 | 0.6% | +17,811+2,406.9% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,185 | $58.9 萬 | 0.6% | −85−6.7% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,936 | $58.9 萬 | 0.6% | +6,936 | 新進 | – |
| PEPPepsiCo Inc | Stock | 3,174 | $57.9 萬 | 0.6% | −915−22.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,063 | $57.7 萬 | 0.6% | −757−26.8% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,837 | $57.4 萬 | 0.6% | +3,782+6,876.4% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,392 | $56.9 萬 | 0.6% | −20,562−79.2% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 7,048 | $56.9 萬 | 0.6% | +7,048 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 10,625 | $55.5 萬 | 0.6% | −4,415−29.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,400 | $54.7 萬 | 0.6% | −6,077−52.9% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,541 | $53.9 萬 | 0.5% | −1,020−28.6% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 5,749 | $53.4 萬 | 0.5% | −6,147−51.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,854 | $49.0 萬 | 0.5% | −715−8.3% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 3,826 | $48.8 萬 | 0.5% | −1,613−29.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,466 | $47.5 萬 | 0.5% | −1,797−28.7% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 7,619 | $47.5 萬 | 0.5% | +459+6.4% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 3,692 | $46.9 萬 | 0.5% | −1,574−29.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,864 | $46.7 萬 | 0.5% | −1,218−29.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,741 | $45.9 萬 | 0.5% | −4,835−50.5% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 6,469 | $45.1 萬 | 0.5% | +5,869+978.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,990 | $44.5 萬 | 0.5% | −938−23.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,548 | $43.0 萬 | 0.4% | −144−8.5% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 5,008 | $42.8 萬 | 0.4% | −1,653−24.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,123 | $42.5 萬 | 0.4% | +1,886+795.8% | 加碼 | 歷史 |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 24,059 | $42.3 萬 | 0.4% | −1,386−5.4% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,366 | $41.8 萬 | 0.4% | +1,117+49.7% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 9,606 | $40.0 萬 | 0.4% | −22,211−69.8% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 15,765 | $39.8 萬 | 0.4% | −16,902−51.7% | 減碼 | – |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 19,168 | $38.8 萬 | 0.4% | +194+1.0% | 加碼 | – |
| EMREmerson Electric Co | Stock | 4,438 | $38.7 萬 | 0.4% | −1,849−29.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 906 | $37.4 萬 | 0.4% | −348−27.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 9,103 | $37.1 萬 | 0.4% | −3,650−28.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,379 | $36.6 萬 | 0.4% | −6,763−74.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,545 | $36.6 萬 | 0.4% | −146−4.0% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,897 | $36.3 萬 | 0.4% | −773−29.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,828 | $35.5 萬 | 0.4% | −693−27.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,132 | $35.0 萬 | 0.4% | −34−2.9% | 減碼 | 歷史 |
| ZEUSOlympic Steel Inc | COM | 6,634 | $34.6 萬 | 0.4% | +6,634 | 新進 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,762 | $34.3 萬 | 0.3% | 00.0% | 不變 | – |
| LEGLeggett & Platt Inc | Stock | 10,673 | $34.0 萬 | 0.3% | −4,625−30.2% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 19,122 | $33.5 萬 | 0.3% | −7,674−28.6% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 4,247 | $32.9 萬 | 0.3% | −1,830−30.1% | 減碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 2,476 | $32.5 萬 | 0.3% | −1,023−29.2% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 11,236 | $31.2 萬 | 0.3% | −4,745−29.7% | 減碼 | 歷史 |
| SHOEShoe Station Group Inc | COM | 12,069 | $31.0 萬 | 0.3% | +12,069 | 新進 | 歷史 |
| ETDEthan Allen Interiors Inc | COM | 11,084 | $30.4 萬 | 0.3% | +11,084 | 新進 | 歷史 |
| RGPResources Connection, Inc. | COM | 17,752 | $30.3 萬 | 0.3% | +17,752 | 新進 | 歷史 |
| SENEASeneca Foods Corp | CL A | 5,707 | $29.8 萬 | 0.3% | +5,707 | 新進 | 歷史 |
| BOOMDMC Global Inc. | COM | 13,279 | $29.2 萬 | 0.3% | +13,279 | 新進 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,894 | $29.1 萬 | 0.3% | −24−0.6% | 減碼 | – |
| TRSTTrustco Bank Corp N Y | COM NEW | 9,020 | $28.8 萬 | 0.3% | +9,020 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,876 | $28.6 萬 | 0.3% | −20,039−83.8% | 減碼 | – |
| GCOGenesco Inc | COM | 7,610 | $28.1 萬 | 0.3% | +7,610 | 新進 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 5,426 | $27.3 萬 | 0.3% | −1,428−20.8% | 減碼 | – |
2022 年第 4 季之後清倉（49 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Semiconductor ETF464287523 | ETF | 195 | $6.79 萬 | 0.1% | – |
| PFGPrincipal Financial Group Inc | COM | 513 | $4.31 萬 | <0.1% | 歷史 |
| DCPDCP Midstream, LP | COM UT LTD PTN | 852 | $3.30 萬 | <0.1% | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 608 | $3.05 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 940 | $2.72 萬 | <0.1% | – |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 499 | $2.47 萬 | <0.1% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 420 | $1.97 萬 | <0.1% | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 315 | $1.95 萬 | <0.1% | – |
| UMPQUmpqua Holdings Corp | COM | 658 | $1.17 萬 | <0.1% | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 90 | $9,580 | <0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 152 | $7,584 | <0.1% | – |
| First Tr Exchange-Traded FD33739G103 | MNGD FUTRS STRGY | 131 | $6,270 | <0.1% | – |
| MPLXMPLX LP | COM UNIT REP LTD | 170 | $5,583 | <0.1% | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 117 | $5,558 | <0.1% | – |
| Global X FDS37954Y319 | MSCI GREECE ETF | 192 | $5,115 | <0.1% | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 163 | $4,559 | <0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 114 | $4,321 | <0.1% | – |
| MTNVail Resorts Inc | COM | 10 | $2,384 | <0.1% | 歷史 |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 98 | $2,082 | <0.1% | – |
| IDCCInterDigital, Inc. | COM | 40 | $2,005 | <0.1% | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 12 | $1,820 | <0.1% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8 | $1,714 | <0.1% | – |
| HALHalliburton Co | Stock | 40 | $1,574 | <0.1% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 20 | $1,356 | <0.1% | 歷史 |
| TZOOTravelzoo | COM NEW | 300 | $1,335 | <0.1% | 歷史 |
| VMWVmware LLC | CL A COM | 10 | $1,228 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 12 | $1,195 | <0.1% | – |
| FLYYSpirit Aviation Holdings, Inc. | COM | 60 | $1,169 | <0.1% | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 10 | $1,119 | <0.1% | – |
| MBUUMalibu Boats, Inc. | COM CL A | 20 | $1,066 | <0.1% | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 9 | $994 | <0.1% | – |
| PLLPiedmont Lithium Inc. | Stock | 20 | $880 | <0.1% | 歷史 |
| BCBrunswick Corp | COM | 10 | $721 | <0.1% | 歷史 |
| RUNSunrun Inc. | COM | 30 | $721 | <0.1% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 5 | $707 | <0.1% | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 46 | $466 | <0.1% | 歷史 |
| ROKURoku, Inc | COM CL A | 10 | $407 | <0.1% | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 50 | $402 | <0.1% | 歷史 |
| KSSKOHLS Corp | Stock | 15 | $379 | <0.1% | 歷史 |
| PRTYParty City Holdco Inc. | COM | 1,000 | $366 | <0.1% | 歷史 |
| TBHCBrand House Collective, Inc. | COM | 100 | $330 | <0.1% | 歷史 |
| SABRSabre Corp | COM | 50 | $309 | <0.1% | 歷史 |
| CRNTCeragon Networks Ltd | Stock | 100 | $191 | <0.1% | 歷史 |
| HIOWestern Asset High Income Opportunity Fund Inc. | COM | 47 | $190 | <0.1% | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 4 | $187 | <0.1% | – |
| VLTAVolta Inc. | COM CL A | 400 | $142 | <0.1% | 歷史 |
| MROMarathon Oil Corp | COM | 3 | $81 | <0.1% | 歷史 |
| ALRAlerisLife Inc. | COM NEW | 57 | $31 | <0.1% | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 2 | $29 | <0.1% | – |