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Clearview Wealth Advisors LLC

SEC CIK
0001840306
最新申報
2026/2/17

2023 年第 3 季持倉

持倉截至 2023/9/30,2023/10/30 申報。只含多頭部位,變化是跟 2023 年第 2 季比股數。

機構總覽
持股檔數
115
較 2023 年第 2 季 −570
總值
$8,076 萬
較 2023 年第 2 季 −$1,767 萬 (−17.9%)
申報日
2023/10/30
SEC
Clearview Wealth Advisors LLC 在 2023 年第 3 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 ETF78464A854ETF106,746$536.5 萬6.6%+2,449+2.3%加碼–
Schwab US Dividend Equity ETF808524797ETF46,512$329.1 萬4.1%+4,541+10.8%加碼–
GLDSPDR Gold TrustETF14,111$241.9 萬3.0%+844+6.4%加碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF26,106$236.0 萬2.9%+26,029+33,803.9%加碼–
SPDR Series Trust78464A151SST SPDR BLOOMBE84,670$229.7 萬2.8%+84,670新進–
CVXChevron CorpStock11,728$197.8 萬2.4%−366−3.0%減碼歷史
MSFTMicrosoft CorpStock5,596$176.7 萬2.2%−243−4.2%減碼歷史
Schwab US Aggregate Bond ETF808524839ETF37,136$164.3 萬2.0%−134−0.4%減碼–
iShares Tr46435G425ESG AWR MSCI USA17,402$163.4 萬2.0%−10,154−36.8%減碼–
Vanguard S&P 500 ETF922908363ETF4,054$159.2 萬2.0%−75−1.8%減碼–
TYLTyler Technologies IncCOM3,216$124.2 萬1.5%+318+11.0%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD28,201$123.3 萬1.5%−595−2.1%減碼–
LMTLockheed Martin CorpStock3,004$122.9 萬1.5%+73+2.5%加碼歷史
PEPPepsiCo IncStock7,025$119.0 萬1.5%+3,956+128.9%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF8,623$113.6 萬1.4%−387−4.3%減碼–
AAPLApple Inc.Stock6,124$104.8 萬1.3%−1,270−17.2%減碼歷史
iShares Tr464288877EAFE VALUE ETF20,935$102.4 萬1.3%+3,279+18.6%加碼–
GGGGraco IncCOM13,594$99.1 萬1.2%+1,163+9.4%加碼歷史
NDSNNordson CorpCOM4,335$96.7 萬1.2%+271+6.7%加碼歷史
iShares Tr464288588MBS ETF10,881$96.6 萬1.2%+264+2.5%加碼–
FBINFortune Brands Innovations, Inc.COM14,817$92.1 萬1.1%+1,219+9.0%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF3,682$91.8 萬1.1%+3,462+1,573.6%加碼–
EMNEastman Chemical CoStock11,880$91.1 萬1.1%+959+8.8%加碼歷史
Vanguard World FD921910733ESG US STK ETF11,796$88.7 萬1.1%−233−1.9%減碼–
SFMSprouts Farmers Market, Inc.COM20,417$87.4 萬1.1%+20,330+23,367.8%加碼歷史
RPMRPM International IncCOM9,044$85.7 萬1.1%+9,010+26,500.0%加碼歷史
iShares Tr46434V860TRS FLT RT BD16,571$84.1 萬1.0%+16,571新進–
DAYDayforce, Inc.COM12,293$83.4 萬1.0%+878+7.7%加碼歷史
iShares Tr464288885EAFE GRWTH ETF9,578$82.7 萬1.0%−1,968−17.0%減碼–
ZBRAZebra Technologies CorpCL A3,451$81.6 萬1.0%+510+17.3%加碼歷史
EPAMEPAM Systems, Inc.COM3,184$81.4 萬1.0%−51−1.6%減碼歷史
CLColgate Palmolive CoStock11,207$79.7 萬1.0%+865+8.4%加碼歷史
JPMJPMorgan Chase & CoStock5,455$79.1 萬1.0%−211−3.7%減碼歷史
GILDGilead Sciences, Inc.Stock10,452$78.3 萬1.0%+10,326+8,195.2%加碼歷史
AMNAmn Healthcare Services IncCOM8,931$76.1 萬0.9%+8,931新進歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF3,596$74.9 萬0.9%+3,596新進–
SLPSimulations Plus, Inc.COM17,868$74.5 萬0.9%+17,868新進歷史
TRMBTrimble Inc.COM13,779$74.2 萬0.9%+595+4.5%加碼歷史
NUENucor CorpCOM4,746$74.2 萬0.9%−216−4.4%減碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF1,567$71.6 萬0.9%+1,567新進歷史
iShares Core S&P 500 ETF464287200ETF1,636$70.2 萬0.9%−49−2.9%減碼–
REGNRegeneron Pharmaceuticals, Inc.COM842$69.3 萬0.9%+842新進歷史
CORTCorcept Therapeutics IncCOM25,258$68.8 萬0.9%+25,178+31,472.5%加碼歷史
JNJJohnson & JohnsonStock4,309$67.1 萬0.8%−111−2.5%減碼歷史
SJMJ M SMUCKER CoStock5,444$66.9 萬0.8%+588+12.1%加碼歷史
ABBVAbbVie Inc.Stock4,412$65.8 萬0.8%−351−7.4%減碼歷史
BACBank of America CorpStock22,410$61.4 萬0.8%−679−2.9%減碼歷史
COSTCostco Wholesale CorpStock1,070$60.4 萬0.7%−55−4.9%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF18,074$60.0 萬0.7%+17,286+2,193.7%加碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF8,054$58.3 萬0.7%−2,885−26.4%減碼–
WMTWalmart Inc.Stock3,631$58.1 萬0.7%−418−10.3%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF3,559$57.3 萬0.7%+3,494+5,375.4%加碼–
iShares U.S. Treasury Bond ETF46429B267ETF25,980$57.3 萬0.7%−20,753−44.4%減碼–
State Street Materials Select Sector SPDR ETF81369Y100ETF7,215$56.7 萬0.7%+7,198+42,341.2%加碼–
CSCOCisco Systems, Inc.Stock10,238$55.0 萬0.7%−278−2.6%減碼歷史
iShares Tr464287739U.S. REAL ES ETF6,945$54.3 萬0.7%+6,929+43,306.3%加碼–
iShares Tr46428743220 YR TR BD ETF6,094$54.0 萬0.7%−16,281−72.8%減碼–
MCDMcDonalds CorpStock1,991$52.4 萬0.6%−56−2.7%減碼歷史
NVDANVIDIA CorpStock1,188$51.7 萬0.6%−311−20.7%減碼歷史
ABTAbbott LaboratoriesStock5,277$51.1 萬0.6%−101−1.9%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF4,720$48.8 萬0.6%−515−9.8%減碼–
NSCNorfolk Southern CorpStock2,325$45.8 萬0.6%−186−7.4%減碼歷史
MDLZMondelez International, Inc.Stock6,286$43.6 萬0.5%−166−2.6%減碼歷史
MRKMerck & Co., Inc.Stock4,178$43.0 萬0.5%−236−5.3%減碼歷史
PGProcter & Gamble CoStock2,903$42.3 萬0.5%−67−2.3%減碼歷史
WMWaste Management IncStock2,757$42.0 萬0.5%−68−2.4%減碼歷史
LOWLowes Companies IncStock1,998$41.5 萬0.5%−90−4.3%減碼歷史
EMREmerson Electric CoStock4,217$40.7 萬0.5%−161−3.7%減碼歷史
QCOMQualcomm IncStock3,652$40.6 萬0.5%−159−4.2%減碼歷史
BMYBristol Myers Squibb CoStock6,934$40.2 萬0.5%−632−8.4%減碼歷史
Listed FDS Tr53656F599SWAN HEDGED EQTY21,530$39.0 萬0.5%−2,180−9.2%減碼–
WisdomTree Tr97717X669US QTLY DIV GRT6,089$38.7 萬0.5%−1,071−15.0%減碼–
CBChubb LtdStock1,813$37.7 萬0.5%+8+0.4%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF7,867$37.4 萬0.5%−2,586−24.7%減碼–
BRK.BBerkshire Hathaway IncStock1,032$36.2 萬0.4%−100−8.8%減碼歷史
iShares Tr464288257MSCI ACWI ETF3,753$34.7 萬0.4%−46−1.2%減碼–
AMZNAmazon Com IncStock2,707$34.4 萬0.4%−628−18.8%減碼歷史
LPGDorian LPG Ltd.SHS USD11,897$34.2 萬0.4%+11,862+33,891.4%加碼歷史
HONHoneywell International IncCOM1,802$33.3 萬0.4%−71−3.8%減碼歷史
DEDeere & CoStock866$32.7 萬0.4%−39−4.3%減碼歷史
LRNStride, Inc.COM7,252$32.7 萬0.4%+7,252新進歷史
SHOSunstone Hotel Investors, Inc.COM34,449$32.2 萬0.4%+34,449新進歷史
iShares S&P 500 Growth ETF464287309ETF4,671$32.0 萬0.4%+3,047+187.6%加碼–
iShares Tr464287721U.S. TECH ETF3,015$31.6 萬0.4%−2,442−44.7%減碼–
Vanguard Dividend Appreciation ETF921908844ETF2,034$31.6 萬0.4%−281−12.1%減碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL5,286$31.1 萬0.4%−1,703−24.4%減碼–
WLYJohn Wiley & Sons, Inc.CL A8,208$30.5 萬0.4%+8,208新進歷史
KMIKinder Morgan, Inc.Stock18,315$30.4 萬0.4%−542−2.9%減碼歷史
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF15,636$29.9 萬0.4%−1,449−8.5%減碼–
CICigna GroupStock1,030$29.5 萬0.4%00.0%不變歷史
TELTE Connectivity plcREG SHS2,380$29.4 萬0.4%−75−3.1%減碼歷史
Schwab Strategic Tr8085246985 10YR CORP BD6,815$28.8 萬0.4%+6,573+2,716.1%加碼–
GPIGroup 1 Automotive IncCOM1,067$28.7 萬0.4%+1,067新進歷史
PLAYDave & Buster's Entertainment, Inc.COM7,686$28.5 萬0.4%+7,676+76,760.0%加碼歷史
GISGeneral Mills IncStock4,439$28.4 萬0.4%−8,936−66.8%減碼歷史
NUSNu Skin Enterprises, Inc.CL A12,962$27.5 萬0.3%+12,962新進歷史
PNCPNC Financial Services Group, Inc.Stock2,214$27.2 萬0.3%−62−2.7%減碼歷史
ICFIICF International, Inc.Stock2,219$26.8 萬0.3%+2,219新進歷史
iShares Core S&P Small Cap ETF464287804ETF2,823$26.6 萬0.3%−596−17.4%減碼–
EXTRExtreme Networks IncCOM10,912$26.4 萬0.3%+10,912新進歷史

2023 年第 2 季之後清倉(584 檔)

2023 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 584 檔。

Clearview Wealth Advisors LLC 在 2023 年第 2 季之後清倉的部位
證券類別2023 年第 2 季股數2023 年第 2 季市值2023 年第 2 季佔組合 %紀錄
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF89,442$263.3 萬2.7%–
iShares Core U.S. Aggregate Bond ETF464287226ETF23,582$231.0 萬2.3%–
iShares Tr4642874407-10 YR TRSY BD23,629$228.3 萬2.3%–
UHSUniversal Health Services IncCL B5,636$88.9 萬0.9%歷史
LLYEli Lilly & CoStock1,849$86.7 萬0.9%歷史
CTLTCatalent, Inc.COM19,696$85.4 萬0.9%歷史
NOCNorthrop Grumman CorpStock1,656$75.5 萬0.8%歷史
TWNKHostess Brands, Inc.CL A29,387$74.4 萬0.8%歷史
ZYXIZynex IncCOM58,120$55.7 萬0.6%歷史
MODVModivCare IncCOM11,775$53.2 萬0.5%歷史
DXPEDXP Enterprises IncCOM NEW10,958$39.9 萬0.4%歷史
iShares Tr46435G474FALN ANGLS USD14,295$36.3 萬0.4%–
HVTHaverty Furniture Companies IncCOM11,027$33.3 萬0.3%歷史
MOVMovado Group IncCOM11,463$30.8 萬0.3%歷史
ZEUSOlympic Steel IncCOM6,277$30.8 萬0.3%歷史
HSIIHeidrick & Struggles International IncCOM11,539$30.5 萬0.3%歷史
BOOMDMC Global Inc.COM16,990$30.2 萬0.3%歷史
COPConocoPhillipsStock2,691$27.9 萬0.3%歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,501$26.0 萬0.3%–
LOCOEl Pollo Loco Holdings, Inc.COM29,494$25.9 萬0.3%歷史
CMTLComtech Telecommunications CorpCOM NEW28,134$25.7 萬0.3%歷史
Schwab US Tips ETF808524870ETF4,742$24.9 萬0.3%–
HDHome Depot, Inc.Stock777$24.1 萬0.2%歷史
GCOGenesco IncCOM9,589$24.0 萬0.2%歷史
BROSDutch Bros Inc.CL A6,995$19.9 萬0.2%歷史
SENEASeneca Foods CorpCL A6,019$19.7 萬0.2%歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF3,111$19.7 萬0.2%–
State Street Energy Select Sector SPDR ETF81369Y506ETF2,410$19.6 萬0.2%–
iShares Tr46432F388MSCI USA VALUE2,051$19.2 萬0.2%–
iShares Tr46434V4070-5YR HI YL CP4,336$18.0 萬0.2%–
Vanguard Morningstar Growth ETF922908736ETF570$16.1 萬0.2%–
GOOGLAlphabet Inc.Stock1,340$16.0 萬0.2%歷史
First Tr Exchange-Traded FD336917109SHS4,596$15.6 萬0.2%–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,967$14.9 萬0.2%–
Defiance Quantum ETF26922A420ETF2,879$14.6 萬0.1%–
SBUXStarbucks CorpStock1,451$14.4 萬0.1%歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,403$14.1 萬0.1%–
BABoeing CoStock666$14.1 萬0.1%歷史
VVisa Inc.Stock579$13.7 萬0.1%歷史
KOCoca Cola CoStock2,183$13.1 萬0.1%歷史
BRSLBrightstar Lottery PLCSHS USD4,100$13.1 萬0.1%歷史
VanEck Vectors ETF Tr92189H870ENERGY INCOME1,929$12.4 萬0.1%–
HSYHershey CoCOM492$12.3 萬0.1%歷史
Fidelity MSCI Information Technology Index ETF316092808ETF928$12.1 萬0.1%–
SPDR Series Trust78468R804ST STR R1K LOWV818$11.5 萬0.1%–
WFCWells Fargo & CompanyStock2,661$11.4 萬0.1%歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN3,356$10.8 萬0.1%歷史
Schwab U.S. Small-Cap ETF808524607ETF2,443$10.7 萬0.1%–
CCitigroup IncStock2,317$10.7 萬0.1%歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF2,518$10.5 萬0.1%–
TSLATesla, Inc.Stock396$10.4 萬0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF1,994$10.3 萬0.1%–
iShares Tr464289883CORE 30 70 ETF2,887$10.2 萬0.1%–
RTXRTX CorpStock1,037$10.2 萬0.1%歷史
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS4,317$10.2 萬0.1%–
iShares Tr464288281JPMORGAN USD EMG1,125$9.73 萬0.1%–
TSCOTractor Supply CoCOM437$9.66 萬0.1%歷史
Vanguard Information Technology ETF92204A702ETF216$9.55 萬0.1%–
UNHUnitedHealth Group IncStock198$9.50 萬0.1%歷史
SHELShell plcADR1,559$9.41 萬0.1%歷史
ORealty Income CorpREIT1,556$9.30 萬0.1%歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF1,580$9.25 萬0.1%–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF3,545$9.21 萬0.1%–
AVGOBroadcom Inc.Stock105$9.11 萬0.1%歷史
SOSouthern CoStock1,273$8.94 萬0.1%歷史
BXBlackstone Inc.COM958$8.90 萬0.1%歷史
Schwab Strategic Tr8085247141 5YR CORP BD1,869$8.83 萬0.1%–
METAMeta Platforms, Inc.Stock303$8.70 萬0.1%歷史
PMPhilip Morris International Inc.Stock883$8.62 萬0.1%歷史
EDConsolidated Edison IncStock927$8.38 萬0.1%歷史
iShares S&P 500 Value ETF464287408ETF509$8.20 萬0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF1,992$8.18 萬0.1%–
Victory Portfolios II92647N824VCSHS US EQ INCM1,419$8.17 萬0.1%–
TAT&T Inc.Stock5,105$8.14 萬0.1%歷史
TRVTravelers Companies, Inc.Stock454$7.88 萬0.1%歷史
VLOValero Energy CorpStock665$7.80 萬0.1%歷史
ITWIllinois Tool Works IncStock309$7.74 萬0.1%歷史
CTASCintas CorpStock154$7.66 萬0.1%歷史
Vanguard Ftse Emerging Markets ETF922042858ETF1,818$7.40 萬0.1%–
AEHRAehr Test SystemsCOM1,780$7.34 萬0.1%歷史
FFord Motor CoStock4,828$7.30 萬0.1%歷史
iShares Tr46435U713US INFRASTRUC1,846$7.21 萬0.1%–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1207$7.13 萬0.1%歷史
PSXPhillips 66Stock745$7.11 萬0.1%歷史
NVONovo Nordisk A SADR439$7.10 萬0.1%歷史
CMCSAComcast CorpStock1,693$7.04 萬0.1%歷史
iShares Core MSCI Europe ETF46434V738ETF1,335$7.03 萬0.1%–
NEENextera Energy IncStock942$6.99 萬0.1%歷史
DGDollar General CorpCOM410$6.96 萬0.1%歷史
GDGeneral Dynamics CorpStock323$6.94 萬0.1%歷史
Goldman Sachs ETF Tr381430529ACCES TREASURY670$6.70 萬0.1%–
iShares Tr46435U853BROAD USD HIGH1,891$6.67 萬0.1%–
iShares Tr464287333GLOBAL FINLS ETF915$6.55 萬0.1%–
MSMorgan StanleyStock759$6.48 萬0.1%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF670$6.15 萬0.1%–
iShares Core High Dividend ETF46429B663ETF608$6.13 萬0.1%–
STAGSTAG Industrial, Inc.COM1,653$5.93 萬0.1%歷史
CHRDChord Energy CorpCOM NEW383$5.89 萬0.1%歷史
RSGRepublic Services, Inc.COM382$5.86 萬0.1%歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF877$5.74 萬0.1%–