Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/12 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 111
- 較 2023 年第 3 季 −4
- 總值
- $8,577 萬
- 較 2023 年第 3 季 +$501.3 萬 (+6.2%)
| 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 | 112,508 | $628.9 萬 | 7.3% | +5,762+5.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 47,319 | $360.2 萬 | 4.2% | +807+1.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 13,467 | $257.4 萬 | 3.0% | −644−4.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 24,314 | $241.3 萬 | 2.8% | +24,314 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 5,605 | $210.8 萬 | 2.5% | +9+0.2% | 加碼 | 歷史 |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 73,137 | $198.1 萬 | 2.3% | +73,137 | 新進 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 151,557 | $196.9 萬 | 2.3% | +151,557 | 新進 | – |
| ProShares Tr74347R370 | PSHS SH MSCI EAF | 114,416 | $196.2 萬 | 2.3% | +114,416 | 新進 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 39,415 | $183.8 萬 | 2.1% | +2,279+6.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,049 | $176.9 萬 | 2.1% | −5−0.1% | 減碼 | – |
| CVXChevron Corp | Stock | 11,566 | $172.5 萬 | 2.0% | −162−1.4% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 14,377 | $150.8 萬 | 1.8% | −3,025−17.4% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 3,024 | $137.1 萬 | 1.6% | +20+0.7% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,176 | $135.0 萬 | 1.6% | +553+6.4% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 28,932 | $133.3 萬 | 1.6% | +731+2.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,567 | $126.4 萬 | 1.5% | +443+7.2% | 加碼 | 歷史 |
| BXPBXP, Inc. | COM | 17,015 | $119.4 萬 | 1.4% | +17,015 | 新進 | 歷史 |
| GGGGraco Inc | COM | 13,517 | $117.3 萬 | 1.4% | −77−0.6% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 4,254 | $112.4 萬 | 1.3% | −81−1.9% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 14,516 | $110.5 萬 | 1.3% | −301−2.0% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 11,693 | $110.0 萬 | 1.3% | +812+7.5% | 加碼 | – |
| CCKCrown Holdings, Inc. | COM | 11,869 | $109.3 萬 | 1.3% | +11,869 | 新進 | 歷史 |
| EMNEastman Chemical Co | Stock | 11,807 | $106.1 萬 | 1.2% | −73−0.6% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 9,060 | $101.1 萬 | 1.2% | +16+0.2% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 11,814 | $100.5 萬 | 1.2% | +18+0.2% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 19,109 | $99.6 萬 | 1.2% | −1,826−8.7% | 減碼 | – |
| EPAMEPAM Systems, Inc. | COM | 3,134 | $93.2 萬 | 1.1% | −50−1.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,449 | $92.7 萬 | 1.1% | −6−0.1% | 減碼 | 歷史 |
| EXELExelixis, Inc. | COM | 36,938 | $88.6 萬 | 1.0% | +36,938 | 新進 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 17,557 | $88.6 萬 | 1.0% | +986+6.0% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 10,801 | $86.1 萬 | 1.0% | −406−3.6% | 減碼 | 歷史 |
| DAYDayforce, Inc. | COM | 12,536 | $84.1 萬 | 1.0% | +243+2.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 10,311 | $83.5 萬 | 1.0% | −141−1.3% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 5,117 | $82.0 萬 | 1.0% | +5,117 | 新進 | 歷史 |
| NUENucor Corp | COM | 4,692 | $81.7 萬 | 1.0% | −54−1.1% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 7,877 | $79.4 萬 | 0.9% | +7,877 | 新進 | 歷史 |
| CORCencora, Inc. | Stock | 3,834 | $78.7 萬 | 0.9% | +3,834 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,638 | $78.2 萬 | 0.9% | +2+0.1% | 加碼 | – |
| TRMBTrimble Inc. | COM | 14,671 | $78.0 萬 | 0.9% | +892+6.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,332 | $77.6 萬 | 0.9% | +1,332 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 855 | $75.1 萬 | 0.9% | +13+1.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 21,911 | $73.8 萬 | 0.9% | −499−2.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,071 | $70.7 萬 | 0.8% | +1+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,430 | $68.7 萬 | 0.8% | +18+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,373 | $68.5 萬 | 0.8% | +64+1.5% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,861 | $67.8 萬 | 0.8% | +767+12.6% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,389 | $61.9 萬 | 0.7% | −3,189−33.3% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,993 | $59.1 萬 | 0.7% | +2+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,182 | $58.5 萬 | 0.7% | −6−0.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,265 | $57.9 萬 | 0.7% | −12−0.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,630 | $57.2 萬 | 0.7% | −10.0% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,290 | $54.1 萬 | 0.6% | −35−1.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,589 | $51.9 萬 | 0.6% | −63−1.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,192 | $51.5 萬 | 0.6% | −46−0.4% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,590 | $51.2 萬 | 0.6% | −130−2.8% | 減碼 | – |
| WMWaste Management Inc | Stock | 2,707 | $48.5 萬 | 0.6% | −50−1.8% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 3,855 | $47.3 萬 | 0.6% | +840+27.9% | 加碼 | – |
| PLABPhotronics Inc | COM | 14,710 | $46.1 萬 | 0.5% | +14,710 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,692 | $45.7 萬 | 0.5% | −4,333−61.7% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,241 | $45.2 萬 | 0.5% | −45−0.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,961 | $45.0 萬 | 0.5% | +254+9.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,099 | $44.7 萬 | 0.5% | −79−1.9% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,684 | $44.3 萬 | 0.5% | −2,370−29.4% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 1,972 | $43.9 萬 | 0.5% | −26−1.3% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 16,062 | $43.5 萬 | 0.5% | +5,713+55.2% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,515 | $43.1 萬 | 0.5% | +648+8.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 2,921 | $42.8 萬 | 0.5% | +18+0.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 4,192 | $40.8 萬 | 0.5% | −25−0.6% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 5,554 | $39.0 萬 | 0.5% | −535−8.8% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 3,787 | $38.5 萬 | 0.4% | +34+0.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,072 | $38.1 萬 | 0.4% | +401+8.6% | 加碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 8,456 | $38.0 萬 | 0.4% | +1,641+24.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,064 | $37.9 萬 | 0.4% | +32+3.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,671 | $37.8 萬 | 0.4% | −142−7.8% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,797 | $37.7 萬 | 0.4% | −5−0.3% | 減碼 | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 6,788 | $37.5 萬 | 0.4% | +6,788 | 新進 | 歷史 |
| GIIIG III Apparel Group Ltd | COM | 10,740 | $36.5 萬 | 0.4% | +10,740 | 新進 | 歷史 |
| JOEST JOE Co | COM | 5,918 | $35.6 萬 | 0.4% | +5,918 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,837 | $35.1 萬 | 0.4% | −97−1.4% | 減碼 | 歷史 |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 17,950 | $35.0 萬 | 0.4% | −3,580−16.6% | 減碼 | – |
| CRNCCerence Inc. | COM | 17,614 | $34.6 萬 | 0.4% | +5,493+45.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,008 | $34.2 萬 | 0.4% | −26−1.3% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 2,206 | $34.2 萬 | 0.4% | −8−0.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 853 | $34.1 萬 | 0.4% | −13−1.5% | 減碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 2,390 | $33.6 萬 | 0.4% | +10+0.4% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 14,358 | $33.1 萬 | 0.4% | −11,622−44.7% | 減碼 | – |
| BFHBread Financial Holdings, Inc. | COM | 9,939 | $32.7 萬 | 0.4% | +9,939 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 18,225 | $32.1 萬 | 0.4% | −90−0.5% | 減碼 | 歷史 |
| PMTPennyMac Mortgage Investment Trust | COM | 21,294 | $31.8 萬 | 0.4% | +21,294 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,012 | $31.4 萬 | 0.4% | −274−5.2% | 減碼 | – |
| CICigna Group | Stock | 1,030 | $30.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CVSACovista Inc. | COM | 5,224 | $30.8 萬 | 0.4% | +5,224 | 新進 | 歷史 |
| FTDRFrontdoor, Inc. | COM | 8,445 | $29.7 萬 | 0.3% | +8,445 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,731 | $29.6 萬 | 0.3% | −92−3.3% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 1,320 | $29.5 萬 | 0.3% | +1,320 | 新進 | – |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 13,683 | $29.1 萬 | 0.3% | +13,683 | 新進 | 歷史 |
| GISGeneral Mills Inc | Stock | 4,282 | $27.9 萬 | 0.3% | −157−3.5% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,736 | $27.5 萬 | 0.3% | +40+1.1% | 加碼 | – |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 13,167 | $27.2 萬 | 0.3% | −2,469−15.8% | 減碼 | – |
| LEGLeggett & Platt Inc | Stock | 10,018 | $26.2 萬 | 0.3% | −147−1.4% | 減碼 | 歷史 |
2023 年第 3 季之後清倉（28 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 26,106 | $236.0 萬 | 2.9% | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 84,670 | $229.7 萬 | 2.8% | – |
| TYLTyler Technologies Inc | COM | 3,216 | $124.2 萬 | 1.5% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,682 | $91.8 萬 | 1.1% | – |
| SFMSprouts Farmers Market, Inc. | COM | 20,417 | $87.4 萬 | 1.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 3,451 | $81.6 萬 | 1.0% | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 8,931 | $76.1 萬 | 0.9% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,596 | $74.9 萬 | 0.9% | – |
| SLPSimulations Plus, Inc. | COM | 17,868 | $74.5 萬 | 0.9% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,567 | $71.6 萬 | 0.9% | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 25,258 | $68.8 萬 | 0.9% | 歷史 |
| SJMJ M SMUCKER Co | Stock | 5,444 | $66.9 萬 | 0.8% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 18,074 | $60.0 萬 | 0.7% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,559 | $57.3 萬 | 0.7% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 7,215 | $56.7 萬 | 0.7% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,945 | $54.3 萬 | 0.7% | – |
| LPGDorian LPG Ltd. | SHS USD | 11,897 | $34.2 萬 | 0.4% | 歷史 |
| LRNStride, Inc. | COM | 7,252 | $32.7 萬 | 0.4% | 歷史 |
| SHOSunstone Hotel Investors, Inc. | COM | 34,449 | $32.2 萬 | 0.4% | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 8,208 | $30.5 萬 | 0.4% | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 1,067 | $28.7 萬 | 0.4% | 歷史 |
| PLAYDave & Buster's Entertainment, Inc. | COM | 7,686 | $28.5 萬 | 0.4% | 歷史 |
| NUSNu Skin Enterprises, Inc. | CL A | 12,962 | $27.5 萬 | 0.3% | 歷史 |
| ICFIICF International, Inc. | Stock | 2,219 | $26.8 萬 | 0.3% | 歷史 |
| EXTRExtreme Networks Inc | COM | 10,912 | $26.4 萬 | 0.3% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,768 | $20.8 萬 | 0.3% | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 6,645 | $20.4 萬 | 0.3% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,000 | $20.4 萬 | 0.3% | – |