Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/24 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 102
- 較 2025 年第 2 季 +1
- 總值
- $1.56 億
- 較 2025 年第 2 季 +$1,266 萬 (+8.8%)
| 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 | 601,461 | $1,367 萬 | 8.7% | +51,910+9.4% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 497,588 | $1,168 萬 | 7.5% | +18,289+3.8% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 275,955 | $1,160 萬 | 7.4% | +9,600+3.6% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 208,911 | $917.5 萬 | 5.9% | +10,361+5.2% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 125,499 | $637.3 萬 | 4.1% | +9,259+8.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 80,066 | $627.2 萬 | 4.0% | −703−0.9% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 212,871 | $560.7 萬 | 3.6% | +10,928+5.4% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 170,287 | $504.4 萬 | 3.2% | +7,026+4.3% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 157,719 | $367.2 萬 | 2.4% | +6,688+4.4% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 137,239 | $360.9 萬 | 2.3% | +7,073+5.4% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 17,193 | $334.4 萬 | 2.1% | +791+4.8% | 加碼 | – |
| APOApollo Global Management, Inc. | COM | 24,705 | $329.2 萬 | 2.1% | +2,058+9.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 100,709 | $321.4 萬 | 2.1% | +4,665+4.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,531 | $284.1 萬 | 1.8% | +422+1.8% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 56,824 | $265.4 萬 | 1.7% | +1,214+2.2% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 44,246 | $261.9 萬 | 1.7% | +1,928+4.6% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 38,277 | $259.6 萬 | 1.7% | +2,150+6.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,506 | $233.4 萬 | 1.5% | −87−1.9% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 10,024 | $207.0 萬 | 1.3% | +656+7.0% | 加碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 43,313 | $202.0 萬 | 1.3% | +2,369+5.8% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 46,075 | $197.9 萬 | 1.3% | +1,727+3.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,188 | $195.2 萬 | 1.2% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 26,503 | $174.7 萬 | 1.1% | +1,151+4.5% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 11,661 | $169.8 萬 | 1.1% | −525−4.3% | 減碼 | – |
| CVXChevron Corp | Stock | 10,369 | $161.0 萬 | 1.0% | −192−1.8% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 16,100 | $153.2 萬 | 1.0% | +614+4.0% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 59,492 | $145.2 萬 | 0.9% | +2,758+4.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,510 | $140.3 萬 | 0.9% | −65−1.2% | 減碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 58,358 | $125.9 萬 | 0.8% | +662+1.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 20,121 | $115.7 萬 | 0.7% | +2,628+15.0% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 21,481 | $114.4 萬 | 0.7% | +838+4.1% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 8,946 | $106.0 萬 | 0.7% | 00.0% | 不變 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 26,932 | $102.0 萬 | 0.7% | +1,141+4.4% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 8,938 | $101.8 萬 | 0.7% | −433−4.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,099 | $101.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,906 | $96.1 萬 | 0.6% | −317−6.1% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,394 | $96.0 萬 | 0.6% | +962+2.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,036 | $95.8 萬 | 0.6% | −67−2.2% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 34,796 | $95.0 萬 | 0.6% | −1,660−4.6% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 17,587 | $90.1 萬 | 0.6% | +1,026+6.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 3,754 | $86.9 萬 | 0.6% | −93−2.4% | 減碼 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 18,120 | $82.5 萬 | 0.5% | +1,104+6.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 4,134 | $77.1 萬 | 0.5% | −82−1.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,146 | $76.7 萬 | 0.5% | −52−4.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 5,992 | $72.5 萬 | 0.5% | +164+2.8% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 21,064 | $70.3 萬 | 0.4% | +739+3.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,113 | $68.4 萬 | 0.4% | +50+1.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 12,826 | $66.2 萬 | 0.4% | −345−2.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,258 | $64.5 萬 | 0.4% | −101−1.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,362 | $62.3 萬 | 0.4% | −45−1.3% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 7,542 | $57.7 萬 | 0.4% | +523+7.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,360 | $57.2 萬 | 0.4% | −236−2.7% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,892 | $56.8 萬 | 0.4% | −53−2.7% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,542 | $54.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 3,909 | $52.9 萬 | 0.3% | −111−2.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,037 | $51.8 萬 | 0.3% | −28−2.6% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,742 | $51.7 萬 | 0.3% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 3,088 | $51.4 萬 | 0.3% | −76−2.4% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 13,674 | $50.8 萬 | 0.3% | −380−2.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,666 | $50.6 萬 | 0.3% | −42−2.5% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,241 | $49.5 萬 | 0.3% | −65−2.8% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 15,618 | $48.7 萬 | 0.3% | +791+5.3% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 14,187 | $48.5 萬 | 0.3% | +2,134+17.7% | 加碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 12,947 | $46.8 萬 | 0.3% | +610+4.9% | 加碼 | – |
| EMREmerson Electric Co | Stock | 3,371 | $44.2 萬 | 0.3% | −95−2.7% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 1,981 | $43.5 萬 | 0.3% | −53−2.6% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 15,224 | $43.1 萬 | 0.3% | −416−2.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,044 | $43.0 萬 | 0.3% | −53−2.5% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 3,023 | $42.9 萬 | 0.3% | −68−2.2% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,161 | $42.7 萬 | 0.3% | −54−2.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,158 | $39.7 萬 | 0.3% | −112−2.6% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,396 | $39.4 萬 | 0.3% | −38−2.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 783 | $39.4 萬 | 0.3% | −35−4.3% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 3,093 | $39.0 萬 | 0.2% | −34−1.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,549 | $38.9 萬 | 0.2% | −42−2.6% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,081 | $38.8 萬 | 0.2% | +280+7.4% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,847 | $37.1 萬 | 0.2% | −50−2.6% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,550 | $35.9 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 2,308 | $35.5 萬 | 0.2% | −75−3.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,537 | $34.0 萬 | 0.2% | −73−2.8% | 減碼 | 歷史 |
| AOSSmith A O Corp | COM | 4,523 | $33.2 萬 | 0.2% | −126−2.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 711 | $32.5 萬 | 0.2% | −18−2.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,281 | $31.2 萬 | 0.2% | +41+3.3% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 2,773 | $31.1 萬 | 0.2% | −52−1.8% | 減碼 | 歷史 |
| HSYHershey Co | COM | 1,627 | $30.4 萬 | 0.2% | −32−1.9% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,753 | $29.7 萬 | 0.2% | −127−2.6% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,030 | $29.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,931 | $29.4 萬 | 0.2% | +255+9.5% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,078 | $29.2 萬 | 0.2% | −47−2.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,296 | $28.0 萬 | 0.2% | −6−0.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,754 | $27.6 萬 | 0.2% | −152−3.9% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 9,981 | $26.9 萬 | 0.2% | −420−4.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 596 | $26.5 萬 | 0.2% | +596 | 新進 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,757 | $26.2 萬 | 0.2% | −165−5.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 382 | $25.5 萬 | 0.2% | +1+0.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,618 | $25.3 萬 | 0.2% | −165−2.9% | 減碼 | 歷史 |
| Schwab Strategic Tr808524631 | HIGH YIELD BD ET | 9,060 | $24.2 萬 | 0.2% | +9,060 | 新進 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 2,623 | $23.3 萬 | 0.1% | −305−10.4% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,111 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| WPCW. P. Carey Inc. | COM | 3,305 | $22.3 萬 | 0.1% | −94−2.8% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。