Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/29 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 101
- 較 2025 年第 1 季 +2
- 總值
- $1.44 億
- 較 2025 年第 1 季 +$970.1 萬 (+7.2%)
| 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 | 549,551 | $1,236 萬 | 8.6% | +16,824+3.2% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 479,299 | $1,114 萬 | 7.8% | −6,395−1.3% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 266,355 | $1,052 萬 | 7.3% | +6,127+2.4% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 198,550 | $807.1 萬 | 5.6% | +13,585+7.3% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 116,240 | $589.9 萬 | 4.1% | −1,258−1.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 80,769 | $587.1 萬 | 4.1% | −44,184−35.4% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 201,943 | $493.5 萬 | 3.4% | +1,507+0.8% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 163,261 | $442.9 萬 | 3.1% | +1,514+0.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 151,031 | $333.8 萬 | 2.3% | −4,436−2.9% | 減碼 | – |
| APOApollo Global Management, Inc. | COM | 22,647 | $321.3 萬 | 2.2% | +1,089+5.1% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 130,166 | $319.4 萬 | 2.2% | +1,637+1.3% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 16,402 | $299.9 萬 | 2.1% | +587+3.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 96,044 | $280.5 萬 | 2.0% | +1,508+1.6% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 55,610 | $257.1 萬 | 1.8% | −11,467−17.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,109 | $254.4 萬 | 1.8% | −2,022−8.0% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 42,318 | $230.5 萬 | 1.6% | −345−0.8% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 36,127 | $229.3 萬 | 1.6% | +11,111+44.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,593 | $228.5 萬 | 1.6% | −3−0.1% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 40,944 | $189.0 萬 | 1.3% | +21,166+107.0% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 9,368 | $183.1 萬 | 1.3% | +501+5.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,188 | $181.1 萬 | 1.3% | −12−0.4% | 減碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 44,348 | $177.5 萬 | 1.2% | −935−2.1% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,186 | $164.9 萬 | 1.1% | +71+0.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 25,352 | $152.2 萬 | 1.1% | +12,621+99.1% | 加碼 | – |
| CVXChevron Corp | Stock | 10,561 | $151.2 萬 | 1.1% | −21−0.2% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 15,486 | $145.4 萬 | 1.0% | −132−0.8% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 56,734 | $138.3 萬 | 1.0% | +401+0.7% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 57,696 | $122.1 萬 | 0.9% | +666+1.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,575 | $114.4 萬 | 0.8% | +86+1.6% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 20,643 | $109.1 萬 | 0.8% | +73+0.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,099 | $108.8 萬 | 0.8% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,371 | $105.0 萬 | 0.7% | −168−1.8% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 8,946 | $98.1 萬 | 0.7% | −28−0.3% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 36,456 | $96.6 萬 | 0.7% | −132−0.4% | 減碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 25,791 | $91.8 萬 | 0.6% | +25,791 | 新進 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 17,493 | $91.1 萬 | 0.6% | +5,779+49.3% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 5,223 | $90.5 萬 | 0.6% | −372−6.6% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,103 | $90.0 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 16,561 | $84.6 萬 | 0.6% | +16,561 | 新進 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 33,432 | $84.6 萬 | 0.6% | +1,179+3.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,198 | $74.4 萬 | 0.5% | −172−12.6% | 減碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 17,016 | $72.5 萬 | 0.5% | −461−2.6% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,847 | $71.4 萬 | 0.5% | −9−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,063 | $67.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,216 | $66.6 萬 | 0.5% | −1,054−20.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 5,828 | $65.5 萬 | 0.5% | +57+1.0% | 加碼 | – |
| BACBank of America Corp | Stock | 13,171 | $62.3 萬 | 0.4% | −59−0.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,359 | $62.2 萬 | 0.4% | +7+0.1% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 20,325 | $61.3 萬 | 0.4% | −244−1.2% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 8,596 | $59.6 萬 | 0.4% | −60−0.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,306 | $52.8 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| NUENucor Corp | COM | 4,020 | $52.1 萬 | 0.4% | −22−0.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,407 | $52.0 萬 | 0.4% | −6−0.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,164 | $50.4 萬 | 0.4% | −18−0.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,708 | $49.9 萬 | 0.3% | −8−0.5% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,945 | $49.8 萬 | 0.3% | −14−0.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,065 | $49.3 萬 | 0.3% | −4−0.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,097 | $48.8 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,742 | $48.1 萬 | 0.3% | 00.0% | 不變 | – |
| PPLPPL Corp | COM | 14,054 | $47.6 萬 | 0.3% | −41−0.3% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,542 | $47.0 萬 | 0.3% | −100−6.1% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,466 | $46.2 萬 | 0.3% | −24−0.7% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 7,019 | $46.0 萬 | 0.3% | −2,542−26.6% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 15,640 | $46.0 萬 | 0.3% | −84−0.5% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,215 | $43.0 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 14,827 | $42.5 萬 | 0.3% | +792+5.6% | 加碼 | – |
| CBChubb Ltd | Stock | 1,434 | $41.5 萬 | 0.3% | −6−0.4% | 減碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 12,337 | $40.7 萬 | 0.3% | −104−0.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 818 | $39.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,270 | $39.0 萬 | 0.3% | −6−0.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,383 | $38.0 萬 | 0.3% | −8−0.3% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 3,091 | $37.9 萬 | 0.3% | +14+0.5% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 729 | $37.1 萬 | 0.3% | −2−0.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,610 | $35.5 萬 | 0.2% | −17−0.6% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,897 | $35.4 萬 | 0.2% | −8−0.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,591 | $35.3 萬 | 0.2% | −5−0.3% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,801 | $35.2 萬 | 0.2% | +170+4.7% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 12,053 | $34.8 萬 | 0.2% | +12,053 | 新進 | – |
| LENLennar Corp | CL A | 3,127 | $34.6 萬 | 0.2% | +3,127 | 新進 | 歷史 |
| TELTE Connectivity plc | Stock | 2,034 | $34.3 萬 | 0.2% | −6−0.3% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,030 | $34.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,550 | $34.0 萬 | 0.2% | −46−1.8% | 減碼 | – |
| EOGEOG Resources Inc | Stock | 2,825 | $33.8 萬 | 0.2% | +1,086+62.4% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,880 | $32.9 萬 | 0.2% | −14−0.3% | 減碼 | 歷史 |
| AOSSmith A O Corp | COM | 4,649 | $30.5 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,906 | $28.4 萬 | 0.2% | −12−0.3% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 2,125 | $28.1 萬 | 0.2% | −9−0.4% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 10,401 | $27.8 萬 | 0.2% | −93−0.9% | 減碼 | – |
| HSYHershey Co | COM | 1,659 | $27.5 萬 | 0.2% | +5+0.3% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,922 | $27.4 萬 | 0.2% | −8−0.3% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 5,783 | $26.8 萬 | 0.2% | −37−0.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,302 | $26.6 萬 | 0.2% | −8−0.6% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,676 | $26.5 萬 | 0.2% | −179−6.3% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 944 | $26.0 萬 | 0.2% | +944 | 新進 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 2,928 | $24.5 萬 | 0.2% | −925−24.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 381 | $23.5 萬 | 0.2% | +381 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,111 | $22.9 萬 | 0.2% | −55−1.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,240 | $21.9 萬 | 0.2% | +1,240 | 新進 | 歷史 |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 9,410 | $21.4 萬 | 0.1% | −96−1.0% | 減碼 | – |
| WPCW. P. Carey Inc. | COM | 3,399 | $21.2 萬 | 0.1% | −26−0.8% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Inc46434G764 | MSCI EMRG CHN | 13,537 | $74.6 萬 | 0.6% | – |
| MRKMerck & Co., Inc. | Stock | 3,540 | $31.8 萬 | 0.2% | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 6,984 | $25.3 萬 | 0.2% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,109 | $22.1 萬 | 0.2% | – |
| GISGeneral Mills Inc | Stock | 3,684 | $22.0 萬 | 0.2% | 歷史 |