Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/10 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 104
- 較 2023 年第 4 季 −7
- 總值
- $9,800 萬
- 較 2023 年第 4 季 +$1,222 萬 (+14.2%)
| 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 | 270,140 | $1,662 萬 | 17.0% | +157,632+140.1% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 117,643 | $536.3 萬 | 5.5% | +88,711+306.6% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 104,560 | $481.0 萬 | 4.9% | +65,145+165.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 51,023 | $411.4 萬 | 4.2% | +3,704+7.8% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 29,322 | $271.0 萬 | 2.8% | +17,629+150.8% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 48,740 | $265.1 萬 | 2.7% | +29,631+155.1% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 26,833 | $253.9 萬 | 2.6% | +19,972+291.1% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 14,943 | $245.6 萬 | 2.5% | +5,767+62.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 5,356 | $225.3 萬 | 2.3% | −249−4.4% | 減碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 35,761 | $181.3 萬 | 1.8% | +18,204+103.7% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 15,595 | $179.3 萬 | 1.8% | +1,218+8.5% | 加碼 | – |
| CVXChevron Corp | Stock | 11,342 | $178.9 萬 | 1.8% | −224−1.9% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 16,776 | $174.1 萬 | 1.8% | +10,387+162.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,588 | $172.5 萬 | 1.8% | −461−11.4% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 9,148 | $170.9 萬 | 1.7% | +9,148 | 新進 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 31,625 | $140.4 萬 | 1.4% | +31,625 | 新進 | – |
| iShares Tr464287721 | U.S. TECH ETF | 10,092 | $136.3 萬 | 1.4% | +6,237+161.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,701 | $124.4 萬 | 1.3% | −11,613−47.8% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 22,652 | $116.9 萬 | 1.2% | +14,137+166.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,026 | $103.3 萬 | 1.1% | −541−8.2% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 10,247 | $95.5 萬 | 1.0% | −1,567−13.3% | 減碼 | – |
| WMTWalmart Inc. | Stock | 15,734 | $94.7 萬 | 1.0% | +4,844+44.5% | 加碼依 3 比 1 拆股換算 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 31,437 | $93.6 萬 | 1.0% | +31,437 | 新進 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 9,719 | $92.5 萬 | 0.9% | +9,719 | 新進 | – |
| NUENucor Corp | COM | 4,543 | $89.9 萬 | 0.9% | −149−3.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,922 | $87.4 萬 | 0.9% | −1,102−36.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,257 | $85.3 萬 | 0.9% | −1,192−21.9% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,927 | $80.8 萬 | 0.8% | −9,540−70.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 21,131 | $80.1 萬 | 0.8% | −780−3.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,301 | $78.3 萬 | 0.8% | −129−2.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,420 | $74.7 萬 | 0.8% | −218−13.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 816 | $73.7 萬 | 0.8% | −366−31.0% | 減碼 | 歷史 |
| GGGGraco Inc | COM | 7,497 | $70.1 萬 | 0.7% | −6,020−44.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 898 | $65.8 萬 | 0.7% | −173−16.2% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 7,765 | $65.7 萬 | 0.7% | −6,751−46.5% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 2,279 | $62.6 萬 | 0.6% | −1,975−46.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,811 | $60.3 萬 | 0.6% | −562−12.9% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,474 | $58.8 萬 | 0.6% | −115−3.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,652 | $56.5 萬 | 0.6% | −55−2.0% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,218 | $56.5 萬 | 0.6% | −72−3.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,051 | $55.0 萬 | 0.6% | +90+3.0% | 加碼 | 歷史 |
| BXPBXP, Inc. | COM | 8,326 | $54.4 萬 | 0.6% | −8,689−51.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,911 | $53.9 萬 | 0.5% | −82−4.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,983 | $52.6 萬 | 0.5% | −116−2.8% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 9,717 | $51.0 萬 | 0.5% | +9,717 | 新進 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 11,040 | $49.1 萬 | 0.5% | +2,584+30.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 9,766 | $48.7 萬 | 0.5% | −426−4.2% | 減碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 10,901 | $46.8 萬 | 0.5% | +10,901 | 新進 | – |
| PGProcter & Gamble Co | Stock | 2,796 | $45.4 萬 | 0.5% | −125−4.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,780 | $45.3 萬 | 0.5% | −192−9.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,064 | $44.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 3,939 | $44.7 萬 | 0.5% | −253−6.0% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,058 | $43.6 萬 | 0.4% | +1,945+92.0% | 加碼 | – |
| PPLPPL Corp | COM | 15,696 | $43.2 萬 | 0.4% | −366−2.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,434 | $42.6 萬 | 0.4% | −258−9.6% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,616 | $41.9 萬 | 0.4% | −55−3.3% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 3,488 | $41.5 萬 | 0.4% | −5,572−61.5% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,742 | $41.2 萬 | 0.4% | −45−1.2% | 減碼 | – |
| CAHCardinal Health Inc | Stock | 3,614 | $40.4 萬 | 0.4% | −4,263−54.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 518 | $40.3 萬 | 0.4% | −814−61.1% | 減碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,300 | $39.2 萬 | 0.4% | +1,300 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,482 | $38.4 萬 | 0.4% | −759−12.2% | 減碼 | 歷史 |
| EXELExelixis, Inc. | COM | 16,038 | $38.1 萬 | 0.4% | −20,900−56.6% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,030 | $37.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 14,382 | $36.2 萬 | 0.4% | +14,382 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,625 | $35.9 萬 | 0.4% | −212−3.1% | 減碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 6,315 | $35.6 萬 | 0.4% | +6,315 | 新進 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,670 | $35.6 萬 | 0.4% | −884−15.9% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,946 | $35.4 萬 | 0.4% | +3,946 | 新進 | – |
| HONHoneywell International Inc | COM | 1,716 | $35.2 萬 | 0.4% | −81−4.5% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,869 | $34.7 萬 | 0.4% | −1,721−37.5% | 減碼 | – |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 4,588 | $34.7 萬 | 0.4% | +4,588 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,752 | $34.4 萬 | 0.4% | +4,752 | 新進 | 歷史 |
| DAYDayforce, Inc. | COM | 5,174 | $34.3 萬 | 0.3% | −7,362−58.7% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,119 | $34.2 萬 | 0.3% | −87−3.9% | 減碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 5,495 | $34.2 萬 | 0.3% | +5,495 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,983 | $33.9 萬 | 0.3% | −2,282−43.3% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 817 | $33.6 萬 | 0.3% | −36−4.2% | 減碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 2,278 | $33.1 萬 | 0.3% | −112−4.7% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 5,049 | $32.5 萬 | 0.3% | −9,622−65.6% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 17,664 | $32.4 萬 | 0.3% | −561−3.1% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,808 | $32.2 萬 | 0.3% | −1,264−24.9% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 4,378 | $32.1 萬 | 0.3% | −5,933−57.5% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,740 | $31.3 萬 | 0.3% | −1,944−34.2% | 減碼 | – |
| TYLTyler Technologies Inc | COM | 733 | $31.2 萬 | 0.3% | +733 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,615 | $30.4 萬 | 0.3% | −397−7.9% | 減碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,414 | $30.1 萬 | 0.3% | +1,414 | 新進 | 歷史 |
| GISGeneral Mills Inc | Stock | 4,228 | $29.6 萬 | 0.3% | −54−1.3% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,611 | $28.9 萬 | 0.3% | −120−4.4% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,496 | $27.3 萬 | 0.3% | −512−25.5% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,197 | $26.1 萬 | 0.3% | +6,197 | 新進 | – |
| MTBM&T Bank Corp | COM | 1,736 | $25.2 萬 | 0.3% | −77−4.2% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 1,936 | $24.7 萬 | 0.3% | −61−3.1% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,265 | $24.6 萬 | 0.3% | +4,265 | 新進 | – |
| CLColgate Palmolive Co | Stock | 2,682 | $24.2 萬 | 0.2% | −8,119−75.2% | 減碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 2,587 | $24.0 萬 | 0.2% | +2,587 | 新進 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,235 | $22.7 萬 | 0.2% | +1,235 | 新進 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,493 | $22.4 萬 | 0.2% | +2,493 | 新進 | – |
| BROSDutch Bros Inc. | CL A | 6,761 | $22.3 萬 | 0.2% | −234−3.3% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,873 | $21.9 萬 | 0.2% | −106−2.7% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（28 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 73,137 | $198.1 萬 | 2.3% | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 151,557 | $196.9 萬 | 2.3% | – |
| ProShares Tr74347R370 | PSHS SH MSCI EAF | 114,416 | $196.2 萬 | 2.3% | – |
| CCKCrown Holdings, Inc. | COM | 11,869 | $109.3 萬 | 1.3% | 歷史 |
| EMNEastman Chemical Co | Stock | 11,807 | $106.1 萬 | 1.2% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 3,134 | $93.2 萬 | 1.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 5,117 | $82.0 萬 | 1.0% | 歷史 |
| CORCencora, Inc. | Stock | 3,834 | $78.7 萬 | 0.9% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 855 | $75.1 萬 | 0.9% | 歷史 |
| PLABPhotronics Inc | COM | 14,710 | $46.1 萬 | 0.5% | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 6,788 | $37.5 萬 | 0.4% | 歷史 |
| GIIIG III Apparel Group Ltd | COM | 10,740 | $36.5 萬 | 0.4% | 歷史 |
| JOEST JOE Co | COM | 5,918 | $35.6 萬 | 0.4% | 歷史 |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 17,950 | $35.0 萬 | 0.4% | – |
| CRNCCerence Inc. | COM | 17,614 | $34.6 萬 | 0.4% | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 14,358 | $33.1 萬 | 0.4% | – |
| BFHBread Financial Holdings, Inc. | COM | 9,939 | $32.7 萬 | 0.4% | 歷史 |
| PMTPennyMac Mortgage Investment Trust | COM | 21,294 | $31.8 萬 | 0.4% | 歷史 |
| CVSACovista Inc. | COM | 5,224 | $30.8 萬 | 0.4% | 歷史 |
| FTDRFrontdoor, Inc. | COM | 8,445 | $29.7 萬 | 0.3% | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,320 | $29.5 萬 | 0.3% | – |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 13,683 | $29.1 萬 | 0.3% | 歷史 |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 13,167 | $27.2 萬 | 0.3% | – |
| LEGLeggett & Platt Inc | Stock | 10,018 | $26.2 萬 | 0.3% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,005 | $23.1 萬 | 0.3% | – |
| HDHome Depot, Inc. | Stock | 621 | $21.5 萬 | 0.3% | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,609 | $21.1 萬 | 0.2% | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 4,183 | $21.0 萬 | 0.2% | – |