Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/23 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 99
- 較 2024 年第 4 季 +4
- 總值
- $1.34 億
- 較 2024 年第 4 季 +$229.4 萬 (+1.7%)
| 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 | 532,727 | $1,196 萬 | 8.9% | −11,448−2.1% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 485,694 | $1,125 萬 | 8.4% | −3,013−0.6% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 260,228 | $927.5 萬 | 6.9% | −12,136−4.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 124,953 | $821.7 萬 | 6.1% | −8,346−6.3% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 184,965 | $633.5 萬 | 4.7% | −13,492−6.8% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 117,498 | $595.8 萬 | 4.5% | +84,908+260.5% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 200,436 | $442.6 萬 | 3.3% | −10,442−5.0% | 減碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 161,747 | $396.0 萬 | 3.0% | +4,815+3.1% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 67,077 | $309.1 萬 | 2.3% | −20,767−23.6% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 155,467 | $307.5 萬 | 2.3% | +4,282+2.8% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 128,529 | $303.5 萬 | 2.3% | −580.0% | 減碼 | – |
| APOApollo Global Management, Inc. | COM | 21,558 | $295.2 萬 | 2.2% | +17,418+420.7% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 15,815 | $270.3 萬 | 2.0% | +554+3.6% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 94,536 | $236.7 萬 | 1.8% | −6,434−6.4% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 25,131 | $233.3 萬 | 1.7% | −2,790−10.0% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 42,663 | $208.0 萬 | 1.6% | −1,464−3.3% | 減碼 | – |
| CVXChevron Corp | Stock | 10,582 | $177.0 萬 | 1.3% | −137−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,596 | $172.5 萬 | 1.3% | −48−1.0% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 8,867 | $169.0 萬 | 1.3% | +1,742+24.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,200 | $164.5 萬 | 1.2% | −105−3.2% | 減碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 45,283 | $163.7 萬 | 1.2% | +938+2.1% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,115 | $147.7 萬 | 1.1% | +43+0.4% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 25,016 | $147.4 萬 | 1.1% | −7,373−22.8% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 15,618 | $146.5 萬 | 1.1% | −3,263−17.3% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 56,333 | $137.1 萬 | 1.0% | −174−0.3% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 57,030 | $122.7 萬 | 0.9% | −594−1.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,489 | $121.9 萬 | 0.9% | −90−1.6% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 20,570 | $107.7 萬 | 0.8% | +203+1.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,098 | $103.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 36,588 | $102.3 萬 | 0.8% | −15,733−30.1% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,539 | $95.4 萬 | 0.7% | −8,351−46.7% | 減碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 19,778 | $92.1 萬 | 0.7% | +19,778 | 新進 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 8,974 | $87.9 萬 | 0.7% | −377−4.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,856 | $80.8 萬 | 0.6% | −128−3.2% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 5,595 | $78.6 萬 | 0.6% | −442−7.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,370 | $77.0 萬 | 0.6% | +1+0.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,102 | $76.1 萬 | 0.6% | −754−19.6% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 32,253 | $75.6 萬 | 0.6% | +685+2.2% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 13,537 | $74.6 萬 | 0.6% | −1,525−10.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,731 | $68.7 萬 | 0.5% | +4,617+56.9% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 17,477 | $62.7 萬 | 0.5% | +690+4.1% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 9,561 | $59.2 萬 | 0.4% | +9,561 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,063 | $58.3 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,270 | $57.1 萬 | 0.4% | −1,486−22.0% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 20,569 | $56.7 萬 | 0.4% | +658+3.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,413 | $56.6 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,352 | $55.8 萬 | 0.4% | −3,371−34.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 13,230 | $55.2 萬 | 0.4% | −211−1.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 11,714 | $53.9 萬 | 0.4% | +11,714 | 新進 | – |
| MCDMcDonalds Corp | Stock | 1,716 | $53.6 萬 | 0.4% | −52−2.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,656 | $53.4 萬 | 0.4% | −254−2.9% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 5,771 | $53.4 萬 | 0.4% | +5,771 | 新進 | – |
| WMWaste Management Inc | Stock | 2,304 | $53.3 萬 | 0.4% | −93−3.9% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 14,095 | $50.9 萬 | 0.4% | −438−3.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,182 | $48.9 萬 | 0.4% | −27−0.8% | 減碼 | 歷史 |
| NUENucor Corp | COM | 4,042 | $48.6 萬 | 0.4% | −131−3.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,069 | $47.8 萬 | 0.4% | −37−3.3% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,642 | $47.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,959 | $46.4 萬 | 0.3% | −65−3.2% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 15,724 | $44.9 萬 | 0.3% | −441−2.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,098 | $44.4 萬 | 0.3% | −51−2.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 818 | $43.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,742 | $43.6 萬 | 0.3% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 1,440 | $43.5 萬 | 0.3% | −47−3.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,391 | $40.8 萬 | 0.3% | −58−2.4% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,212 | $39.5 萬 | 0.3% | +628+39.6% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 14,035 | $38.4 萬 | 0.3% | +318+2.3% | 加碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 12,441 | $38.3 萬 | 0.3% | +371+3.1% | 加碼 | – |
| EMREmerson Electric Co | Stock | 3,490 | $38.3 萬 | 0.3% | −114−3.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,596 | $37.2 萬 | 0.3% | −55−3.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,820 | $35.5 萬 | 0.3% | −191−3.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,627 | $34.8 萬 | 0.3% | −87−3.2% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 731 | $34.3 萬 | 0.3% | −25−3.3% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,030 | $33.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,596 | $33.5 萬 | 0.3% | −50−1.9% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,905 | $33.5 萬 | 0.3% | −64−3.3% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,276 | $33.5 萬 | 0.3% | −137−3.1% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,894 | $33.2 萬 | 0.2% | −156−3.1% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,631 | $32.9 萬 | 0.2% | +740+25.6% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,134 | $32.0 萬 | 0.2% | −153−6.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,540 | $31.8 萬 | 0.2% | −113−3.1% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 3,853 | $30.8 萬 | 0.2% | −86−2.2% | 減碼 | – |
| AOSSmith A O Corp | COM | 4,643 | $30.3 萬 | 0.2% | +4,643 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,918 | $29.3 萬 | 0.2% | −331−7.8% | 減碼 | – |
| TELTE Connectivity plc | Stock | 2,040 | $28.8 萬 | 0.2% | −69−3.3% | 減碼 | 歷史 |
| HSYHershey Co | COM | 1,654 | $28.3 萬 | 0.2% | +1,654 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,855 | $28.2 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab US Tips ETF808524870 | ETF | 10,494 | $28.2 萬 | 0.2% | −500−4.5% | 減碼 | – |
| DELLDell Technologies Inc. | Stock | 3,077 | $28.0 萬 | 0.2% | +3,077 | 新進 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,930 | $27.4 萬 | 0.2% | −225−7.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,310 | $25.4 萬 | 0.2% | −21−1.6% | 減碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 6,984 | $25.3 萬 | 0.2% | +6,984 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,166 | $23.3 萬 | 0.2% | +7+0.2% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 1,739 | $22.3 萬 | 0.2% | −58−3.2% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,109 | $22.1 萬 | 0.2% | +3+0.1% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 3,684 | $22.0 萬 | 0.2% | −96−2.5% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,425 | $21.6 萬 | 0.2% | +3,425 | 新進 | 歷史 |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 9,506 | $21.4 萬 | 0.2% | −535−5.3% | 減碼 | – |
| WVVIWillamette Valley Vineyards Inc | COM | 15,574 | $9.25 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（5 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | 8,131 | $71.0 萬 | 0.5% | – |
| iShares Tr46435U713 | US INFRASTRUC | 5,142 | $23.8 萬 | 0.2% | – |
| GOOGLAlphabet Inc. | Stock | 1,237 | $23.4 萬 | 0.2% | 歷史 |
| AVGOBroadcom Inc. | Stock | 941 | $21.8 萬 | 0.2% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 363 | $21.3 萬 | 0.2% | 歷史 |