Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/7 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 685
- 較 2023 年第 1 季 +15
- 總值
- $9,843 萬
- 較 2023 年第 1 季 −$26.9 萬 (−0.3%)
| 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 | 104,297 | $543.5 萬 | 5.5% | −6,208−5.6% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 41,971 | $304.8 萬 | 3.1% | −7,669−15.4% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 27,556 | $268.6 萬 | 2.7% | −8,906−24.4% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 89,442 | $263.3 萬 | 2.7% | −2,391−2.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 13,267 | $236.5 萬 | 2.4% | −229−1.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 23,582 | $231.0 萬 | 2.3% | +23,582 | 新進 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 22,375 | $230.3 萬 | 2.3% | +22,375 | 新進 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 23,629 | $228.3 萬 | 2.3% | +23,629 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 5,839 | $198.8 萬 | 2.0% | −109−1.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 12,094 | $190.3 萬 | 1.9% | −39−0.3% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 37,270 | $172.0 萬 | 1.7% | +1,558+4.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,129 | $168.2 萬 | 1.7% | −53−1.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,394 | $143.4 萬 | 1.5% | +5+0.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,931 | $135.0 萬 | 1.4% | +80+2.8% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 28,796 | $130.9 萬 | 1.3% | −1,660−5.5% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,010 | $121.5 萬 | 1.2% | +5,644+167.7% | 加碼 | – |
| TYLTyler Technologies Inc | COM | 2,898 | $120.7 萬 | 1.2% | +280+10.7% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 11,546 | $110.2 萬 | 1.1% | −520−4.3% | 減碼 | – |
| GGGGraco Inc | COM | 12,431 | $107.3 萬 | 1.1% | +1,535+14.1% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 46,733 | $107.0 萬 | 1.1% | +9,639+26.0% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 13,375 | $102.6 萬 | 1.0% | +8,367+167.1% | 加碼 | 歷史 |
| NDSNNordson Corp | COM | 4,064 | $100.9 萬 | 1.0% | +170+4.4% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 10,617 | $99.0 萬 | 1.0% | −1,490−12.3% | 減碼 | – |
| FBINFortune Brands Innovations, Inc. | COM | 13,598 | $97.8 萬 | 1.0% | +820+6.4% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 12,029 | $94.2 萬 | 1.0% | −79−0.7% | 減碼 | – |
| EMNEastman Chemical Co | Stock | 10,921 | $91.4 萬 | 0.9% | +866+8.6% | 加碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 5,636 | $88.9 萬 | 0.9% | −101−1.8% | 減碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 2,941 | $87.0 萬 | 0.9% | +282+10.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,849 | $86.7 萬 | 0.9% | +1,687+1,041.4% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 17,656 | $86.4 萬 | 0.9% | −4,948−21.9% | 減碼 | – |
| CTLTCatalent, Inc. | COM | 19,696 | $85.4 萬 | 0.9% | +19,666+65,553.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,666 | $82.4 萬 | 0.8% | −197−3.4% | 減碼 | 歷史 |
| NUENucor Corp | COM | 4,962 | $81.4 萬 | 0.8% | −63−1.3% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,939 | $81.3 萬 | 0.8% | −1,165−9.6% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 10,342 | $79.7 萬 | 0.8% | +389+3.9% | 加碼 | 歷史 |
| DAYDayforce, Inc. | COM | 11,415 | $76.4 萬 | 0.8% | +792+7.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,656 | $75.5 萬 | 0.8% | +104+6.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,685 | $75.1 萬 | 0.8% | −83−4.7% | 減碼 | – |
| TWNKHostess Brands, Inc. | CL A | 29,387 | $74.4 萬 | 0.8% | +29,387 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,420 | $73.2 萬 | 0.7% | −22−0.5% | 減碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 3,235 | $72.7 萬 | 0.7% | +267+9.0% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,856 | $71.7 萬 | 0.7% | +4,856 | 新進 | 歷史 |
| TRMBTrimble Inc. | COM | 13,184 | $69.8 萬 | 0.7% | +146+1.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 23,089 | $66.2 萬 | 0.7% | −95−0.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,763 | $64.2 萬 | 0.7% | −54−1.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,049 | $63.6 萬 | 0.6% | −5,123−55.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,499 | $63.4 萬 | 0.6% | −49−3.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,047 | $61.1 萬 | 0.6% | −16−0.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,125 | $60.6 萬 | 0.6% | −60−5.1% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 5,457 | $59.4 萬 | 0.6% | −292−5.1% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 5,378 | $58.6 萬 | 0.6% | −22−0.4% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,511 | $56.9 萬 | 0.6% | −30−1.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,069 | $56.8 萬 | 0.6% | −105−3.3% | 減碼 | 歷史 |
| ZYXIZynex Inc | COM | 58,120 | $55.7 萬 | 0.6% | +58,120 | 新進 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,235 | $55.5 萬 | 0.6% | −157−2.9% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 10,516 | $54.4 萬 | 0.6% | −109−1.0% | 減碼 | 歷史 |
| MODVModivCare Inc | COM | 11,775 | $53.2 萬 | 0.5% | +11,775 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,453 | $51.5 萬 | 0.5% | −2,166−17.2% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 4,414 | $50.9 萬 | 0.5% | −52−1.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,825 | $49.0 萬 | 0.5% | −39−1.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,566 | $48.4 萬 | 0.5% | −10,878−59.0% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 7,160 | $47.7 萬 | 0.5% | −459−6.0% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 2,088 | $47.1 萬 | 0.5% | −35−1.6% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,452 | $47.1 萬 | 0.5% | −17−0.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,811 | $45.4 萬 | 0.5% | −15−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,970 | $45.1 萬 | 0.5% | −20−0.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 6,989 | $43.9 萬 | 0.4% | −865−11.0% | 減碼 | – |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 23,710 | $43.9 萬 | 0.4% | −349−1.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,335 | $43.5 萬 | 0.4% | −210−5.9% | 減碼 | 歷史 |
| DXPEDXP Enterprises Inc | COM NEW | 10,958 | $39.9 萬 | 0.4% | +10,958 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 4,378 | $39.6 萬 | 0.4% | −60−1.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,873 | $38.9 萬 | 0.4% | −24−1.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,132 | $38.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,315 | $37.6 萬 | 0.4% | −64−2.7% | 減碼 | – |
| DEDeere & Co | Stock | 905 | $36.6 萬 | 0.4% | −1−0.1% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,799 | $36.4 萬 | 0.4% | +37+1.0% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 14,295 | $36.3 萬 | 0.4% | −1,470−9.3% | 減碼 | – |
| CBChubb Ltd | Stock | 1,805 | $34.8 萬 | 0.4% | −23−1.3% | 減碼 | 歷史 |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 17,085 | $34.7 萬 | 0.4% | −2,083−10.9% | 減碼 | – |
| TELTE Connectivity plc | REG SHS | 2,455 | $34.4 萬 | 0.3% | −21−0.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,419 | $34.1 萬 | 0.3% | −1,322−27.9% | 減碼 | – |
| HVTHaverty Furniture Companies Inc | COM | 11,027 | $33.3 萬 | 0.3% | +11,007+55,035.0% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 18,857 | $32.5 萬 | 0.3% | −265−1.4% | 減碼 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 10,565 | $31.3 萬 | 0.3% | −108−1.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 8,406 | $30.8 萬 | 0.3% | −697−7.7% | 減碼 | 歷史 |
| MOVMovado Group Inc | COM | 11,463 | $30.8 萬 | 0.3% | +11,463 | 新進 | 歷史 |
| ZEUSOlympic Steel Inc | COM | 6,277 | $30.8 萬 | 0.3% | −357−5.4% | 減碼 | 歷史 |
| HSIIHeidrick & Struggles International Inc | COM | 11,539 | $30.5 萬 | 0.3% | +11,539 | 新進 | 歷史 |
| BOOMDMC Global Inc. | COM | 16,990 | $30.2 萬 | 0.3% | +3,711+27.9% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 11,073 | $29.3 萬 | 0.3% | −163−1.5% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,030 | $28.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,276 | $28.7 萬 | 0.3% | −1,416−38.4% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 4,182 | $28.3 萬 | 0.3% | −65−1.5% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,872 | $28.1 萬 | 0.3% | −4−0.1% | 減碼 | – |
| COPConocoPhillips | Stock | 2,691 | $27.9 萬 | 0.3% | +5+0.2% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 5,328 | $26.8 萬 | 0.3% | −98−1.8% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,501 | $26.0 萬 | 0.3% | −393−10.1% | 減碼 | – |
| LOCOEl Pollo Loco Holdings, Inc. | COM | 29,494 | $25.9 萬 | 0.3% | +29,494 | 新進 | 歷史 |
| CMTLComtech Telecommunications Corp | COM NEW | 28,134 | $25.7 萬 | 0.3% | +28,134 | 新進 | 歷史 |
| MTBM&T Bank Corp | COM | 2,043 | $25.3 萬 | 0.3% | −24−1.2% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（61 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Royal Caribbean Group780153BB7 | NOTE 4.250% 6/1 | 20,000 | $2.03 萬 | <0.1% | – |
| AXSAxis Capital Holdings Ltd | SHS | 223 | $1.22 萬 | <0.1% | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 2,186 | $1.21 萬 | <0.1% | 歷史 |
| TRTNTriton International Ltd | CL A | 184 | $1.16 萬 | <0.1% | 歷史 |
| IVZInvesco Ltd. | Stock | 697 | $1.14 萬 | <0.1% | 歷史 |
| NVTnVent Electric plc | SHS | 260 | $1.12 萬 | <0.1% | 歷史 |
| PRGOPERRIGO Co plc | SHS | 308 | $1.10 萬 | <0.1% | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 411 | $1.09 萬 | <0.1% | 歷史 |
| BNSBank of Nova Scotia | COM | 212 | $1.07 萬 | <0.1% | 歷史 |
| CAJPYCanon Inc | SPONSORED ADR | 459 | $1.02 萬 | <0.1% | 歷史 |
| Credit Suisse Group225401108 | SPONSORED ADR | 9,162 | $8,152 | <0.1% | – |
| LACLithium Americas Corp. | COM NEW | 300 | $6,528 | <0.1% | 歷史 |
| AMCRAmcor plc | ORD | 532 | $6,055 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 83 | $5,608 | <0.1% | 歷史 |
| WisdomTree Tr97717W125 | FUTRE STRAT FD | 100 | $3,356 | <0.1% | – |
| GOLFAcushnet Holdings Corp. | COM | 61 | $3,107 | <0.1% | 歷史 |
| HAYWHayward Holdings, Inc. | COM | 250 | $2,930 | <0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 30 | $2,911 | <0.1% | 歷史 |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 42 | $2,694 | <0.1% | – |
| OSHOak Street Health, Inc. | COM | 60 | $2,321 | <0.1% | 歷史 |
| LTHMLivent Corp. | COM | 100 | $2,172 | <0.1% | 歷史 |
| VIAVViavi Solutions Inc. | COM | 200 | $2,166 | <0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 52 | $2,163 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 512 | $2,036 | <0.1% | 歷史 |
| SANMSanmina Corp | COM | 32 | $1,952 | <0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 15 | $1,950 | <0.1% | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 8 | $1,859 | <0.1% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 20 | $1,859 | <0.1% | 歷史 |
| NEUNewmarket Corp | COM | 5 | $1,825 | <0.1% | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 9 | $1,803 | <0.1% | 歷史 |
| BOXBox Inc | CL A | 60 | $1,607 | <0.1% | 歷史 |
| SLIStandard Lithium Ltd. | COM | 400 | $1,520 | <0.1% | 歷史 |
| CLNEClean Energy Fuels Corp. | COM | 300 | $1,308 | <0.1% | 歷史 |
| SKXSkechers USA Inc | CL A | 25 | $1,188 | <0.1% | 歷史 |
| SNAPSnap Inc | Stock | 100 | $1,121 | <0.1% | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 40 | $1,016 | <0.1% | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 20 | $1,009 | <0.1% | 歷史 |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 30 | $913 | <0.1% | 歷史 |
| KSCPKnightscope, Inc. | CLASS A COM | 1,000 | $891 | <0.1% | 歷史 |
| CALYCallaway Golf Co | COM | 40 | $865 | <0.1% | 歷史 |
| BLNKBlink Charging Co. | COM | 100 | $865 | <0.1% | 歷史 |
| FCELFuelcell Energy Inc | COM | 300 | $855 | <0.1% | 歷史 |
| HTZHertz Global Holdings, Inc | COM NEW | 50 | $815 | <0.1% | 歷史 |
| LAZRQLuminar Technologies, Inc. | COM CL A | 100 | $649 | <0.1% | 歷史 |
| QSQuantumScape Corp | COM CL A | 75 | $614 | <0.1% | 歷史 |
| FSRFisker Inc. | CL A COM STK | 100 | $614 | <0.1% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 100 | $607 | <0.1% | 歷史 |
| CVNACarvana Co. | CL A | 60 | $587 | <0.1% | 歷史 |
| SIXSix Flags Entertainment Corp | COM | 20 | $534 | <0.1% | 歷史 |
| DKNGDraftKings Inc. | Stock | 25 | $484 | <0.1% | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 10 | $443 | <0.1% | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 20 | $416 | <0.1% | 歷史 |
| SONOSonos Inc | COM | 20 | $392 | <0.1% | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 10 | $386 | <0.1% | – |
| Hexo Corp428304406 | COM | 285 | $382 | <0.1% | – |
| LEVILevi Strauss & Co | CL A COM STK | 20 | $365 | <0.1% | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 5 | $350 | <0.1% | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 10 | $342 | <0.1% | 歷史 |
| BIDUBaidu, Inc. | ADR | 1 | $151 | <0.1% | 歷史 |
| OGIOrganigram Global Inc. | COM | 165 | $106 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 1 | $62 | <0.1% | 歷史 |