Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/1 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 95
- 較 2024 年第 1 季 −9
- 總值
- $1.15 億
- 較 2024 年第 1 季 +$1,656 萬 (+16.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 445,429 | $989.7 萬 | 8.6% | +445,429 | 新進 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 207,099 | $944.0 萬 | 8.2% | +102,539+98.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 144,638 | $925.7 萬 | 8.1% | −125,502−46.5% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 236,290 | $779.8 萬 | 6.8% | +236,290 | 新進 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 171,048 | $562.6 萬 | 4.9% | +171,048 | 新進 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 61,644 | $396.1 萬 | 3.5% | +61,644 | 新進 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 131,771 | $338.9 萬 | 3.0% | +131,771 | 新進 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 70,650 | $319.5 萬 | 2.8% | −46,993−39.9% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 37,496 | $251.1 萬 | 2.2% | +37,496 | 新進 | – |
| Schwab International Equity ETF808524805 | ETF | 64,236 | $246.8 萬 | 2.2% | +64,236 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 13,989 | $238.9 萬 | 2.1% | −954−6.4% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 23,050 | $232.4 萬 | 2.0% | +23,050 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 4,850 | $216.8 萬 | 1.9% | −506−9.4% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,832 | $216.4 萬 | 1.9% | −23,191−45.5% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 39,910 | $187.3 萬 | 1.6% | +8,285+26.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,583 | $179.2 萬 | 1.6% | −5−0.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 19,284 | $178.5 萬 | 1.6% | +15,476+406.4% | 加碼 | – |
| CVXChevron Corp | Stock | 11,109 | $173.8 萬 | 1.5% | −233−2.1% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 16,121 | $148.0 萬 | 1.3% | −13,201−45.0% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 11,870 | $141.6 萬 | 1.2% | −3,725−23.9% | 減碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 37,622 | $131.8 萬 | 1.2% | +37,622 | 新進 | – |
| AAPLApple Inc. | Stock | 5,947 | $125.3 萬 | 1.1% | −79−1.3% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 11,940 | $122.1 萬 | 1.1% | −4,836−28.8% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,369 | $115.9 萬 | 1.0% | −2,779−30.4% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 55,695 | $111.2 萬 | 1.0% | +55,695 | 新進 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 22,368 | $107.7 萬 | 0.9% | +22,368 | 新進 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 18,657 | $99.0 萬 | 0.9% | −30,083−61.7% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 10,231 | $98.9 萬 | 0.9% | −16−0.2% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 6,394 | $96.2 萬 | 0.8% | −3,698−36.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,097 | $93.3 萬 | 0.8% | +199+22.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,186 | $88.8 萬 | 0.8% | −974−11.9% | 減碼依 10 比 1 拆股換算 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,077 | $82.5 萬 | 0.7% | −180−4.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 20,167 | $80.2 萬 | 0.7% | −964−4.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,415 | $77.4 萬 | 0.7% | −5−0.4% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 8,279 | $76.0 萬 | 0.7% | −18,554−69.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 4,124 | $70.7 萬 | 0.6% | −177−4.1% | 減碼 | 歷史 |
| NUENucor Corp | COM | 4,329 | $68.4 萬 | 0.6% | −214−4.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,070 | $68.2 萬 | 0.6% | −5,664−36.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,335 | $66.4 萬 | 0.6% | −139−4.0% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 13,984 | $66.4 萬 | 0.6% | +13,984 | 新進 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 11,601 | $60.6 萬 | 0.5% | +1,884+19.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,041 | $58.8 萬 | 0.5% | −10−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,715 | $54.3 萬 | 0.5% | −96−2.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,153 | $53.9 萬 | 0.5% | −769−40.0% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 9,046 | $53.6 萬 | 0.5% | +4,781+112.1% | 加碼 | – |
| WMWaste Management Inc | Stock | 2,488 | $53.1 萬 | 0.5% | −164−6.2% | 減碼 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 14,508 | $51.6 萬 | 0.5% | +14,508 | 新進 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 13,373 | $47.5 萬 | 0.4% | +13,373 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 3,788 | $46.9 萬 | 0.4% | −195−4.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,829 | $46.6 萬 | 0.4% | −82−4.3% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 17,186 | $45.6 萬 | 0.4% | +17,186 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 2,116 | $45.4 萬 | 0.4% | −102−4.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,705 | $44.6 萬 | 0.4% | −91−3.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,327 | $44.3 萬 | 0.4% | −439−4.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,064 | $43.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,742 | $42.1 萬 | 0.4% | 00.0% | 不變 | – |
| PPLPPL Corp | COM | 14,994 | $41.5 萬 | 0.4% | −702−4.5% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,756 | $41.4 萬 | 0.4% | −183−4.6% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,544 | $39.4 萬 | 0.3% | −72−4.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,346 | $38.7 萬 | 0.3% | −88−3.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,703 | $37.5 萬 | 0.3% | −77−4.3% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,852 | $36.7 萬 | 0.3% | −15,800−69.8% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,685 | $36.2 萬 | 0.3% | −2,242−57.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,635 | $34.9 萬 | 0.3% | −81−4.7% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,209 | $34.1 萬 | 0.3% | −273−5.0% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,030 | $34.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,847 | $33.8 萬 | 0.3% | −22−0.8% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,312 | $33.7 萬 | 0.3% | −358−7.7% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 16,887 | $33.6 萬 | 0.3% | −777−4.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,544 | $33.5 萬 | 0.3% | −208−4.4% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 6,085 | $33.4 萬 | 0.3% | +6,085 | 新進 | – |
| TELTE Connectivity plc | REG SHS | 2,175 | $32.7 萬 | 0.3% | −103−4.5% | 減碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 10,807 | $32.0 萬 | 0.3% | +10,807 | 新進 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 2,024 | $31.5 萬 | 0.3% | −95−4.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,845 | $29.6 萬 | 0.3% | −138−4.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 781 | $29.2 萬 | 0.3% | −36−4.4% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,269 | $28.9 萬 | 0.3% | −677−17.2% | 減碼 | – |
| BROSDutch Bros Inc. | CL A | 6,761 | $28.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,301 | $27.7 萬 | 0.2% | −439−11.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,248 | $27.6 萬 | 0.2% | −367−8.0% | 減碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 6,154 | $27.1 萬 | 0.2% | −4,886−44.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,532 | $27.0 萬 | 0.2% | −79−3.0% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,315 | $26.2 萬 | 0.2% | −310−4.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,436 | $26.2 萬 | 0.2% | −60−4.0% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 4,026 | $25.5 萬 | 0.2% | −202−4.8% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 1,655 | $25.1 萬 | 0.2% | −81−4.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,478 | $24.1 萬 | 0.2% | −10,223−80.5% | 減碼 | – |
| EOGEOG Resources Inc | Stock | 1,850 | $23.3 萬 | 0.2% | −86−4.4% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,184 | $22.9 萬 | 0.2% | +177+5.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,242 | $22.6 萬 | 0.2% | +1,242 | 新進 | 歷史 |
| HSYHershey Co | COM | 1,185 | $21.8 萬 | 0.2% | +1,185 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,870 | $21.5 萬 | 0.2% | +1,870 | 新進 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 3,967 | $20.6 萬 | 0.2% | +3,967 | 新進 | – |
| WPCW. P. Carey Inc. | COM | 3,695 | $20.3 萬 | 0.2% | −178−4.6% | 減碼 | 歷史 |
| WVVIWillamette Valley Vineyards Inc | COM | 15,574 | $6.12 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（30 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V860 | TRS FLT RT BD | 35,761 | $181.3 萬 | 1.8% | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 31,437 | $93.6 萬 | 1.0% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 9,719 | $92.5 萬 | 0.9% | – |
| GGGGraco Inc | COM | 7,497 | $70.1 萬 | 0.7% | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 7,765 | $65.7 萬 | 0.7% | 歷史 |
| NDSNNordson Corp | COM | 2,279 | $62.6 萬 | 0.6% | 歷史 |
| BXPBXP, Inc. | COM | 8,326 | $54.4 萬 | 0.6% | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 10,901 | $46.8 萬 | 0.5% | – |
| iShares Tips Bond ETF464287176 | ETF | 4,058 | $43.6 萬 | 0.4% | – |
| RPMRPM International Inc | COM | 3,488 | $41.5 萬 | 0.4% | 歷史 |
| CAHCardinal Health Inc | Stock | 3,614 | $40.4 萬 | 0.4% | 歷史 |
| LLYEli Lilly & Co | Stock | 518 | $40.3 萬 | 0.4% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,300 | $39.2 萬 | 0.4% | 歷史 |
| EXELExelixis, Inc. | COM | 16,038 | $38.1 萬 | 0.4% | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 14,382 | $36.2 萬 | 0.4% | 歷史 |
| CTLTCatalent, Inc. | COM | 6,315 | $35.6 萬 | 0.4% | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 4,588 | $34.7 萬 | 0.4% | 歷史 |
| DAYDayforce, Inc. | COM | 5,174 | $34.3 萬 | 0.3% | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 5,495 | $34.2 萬 | 0.3% | 歷史 |
| TRMBTrimble Inc. | COM | 5,049 | $32.5 萬 | 0.3% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,378 | $32.1 萬 | 0.3% | 歷史 |
| TYLTyler Technologies Inc | COM | 733 | $31.2 萬 | 0.3% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,414 | $30.1 萬 | 0.3% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,197 | $26.1 萬 | 0.3% | – |
| CLColgate Palmolive Co | Stock | 2,682 | $24.2 萬 | 0.2% | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 2,587 | $24.0 萬 | 0.2% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,235 | $22.7 萬 | 0.2% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,493 | $22.4 萬 | 0.2% | – |
| PFEPfizer Inc | Stock | 7,337 | $20.4 萬 | 0.2% | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 4,663 | $20.2 萬 | 0.2% | – |