Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- 最新申報
- 2026/2/17
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 103
- 較 2025 年第 3 季 +1
- 總值
- $1.58 億
- 較 2025 年第 3 季 +$160.0 萬 (+1.0%)
| 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 | 603,327 | $1,366 萬 | 8.7% | +1,866+0.3% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 505,777 | $1,182 萬 | 7.5% | +8,189+1.6% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 267,294 | $1,166 萬 | 7.4% | −8,661−3.1% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 209,630 | $932.2 萬 | 5.9% | +719+0.3% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 135,166 | $683.7 萬 | 4.3% | +9,667+7.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 81,063 | $650.3 萬 | 4.1% | +997+1.2% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 212,105 | $570.8 萬 | 3.6% | −766−0.4% | 減碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 166,732 | $492.7 萬 | 3.1% | −3,555−2.1% | 減碼 | – |
| APOApollo Global Management, Inc. | COM | 26,866 | $388.9 萬 | 2.5% | +2,161+8.7% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 155,890 | $374.8 萬 | 2.4% | −1,829−1.2% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 137,409 | $373.9 萬 | 2.4% | +170+0.1% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 100,351 | $327.3 萬 | 2.1% | −358−0.4% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 13,829 | $293.3 萬 | 1.9% | +3,805+38.0% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 47,637 | $289.7 萬 | 1.8% | +3,391+7.7% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,194 | $285.9 萬 | 1.8% | −337−1.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 38,554 | $228.5 萬 | 1.4% | +18,433+91.6% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 45,770 | $213.0 萬 | 1.3% | −11,054−19.5% | 減碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 45,634 | $206.3 萬 | 1.3% | −441−1.0% | 減碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 44,306 | $204.8 萬 | 1.3% | +993+2.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,168 | $201.6 萬 | 1.3% | −338−7.5% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 27,936 | $199.5 萬 | 1.3% | −10,341−27.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,109 | $195.0 萬 | 1.2% | −79−2.5% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,935 | $177.5 萬 | 1.1% | −8,258−48.0% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 11,713 | $174.5 萬 | 1.1% | +52+0.4% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 16,809 | $160.1 萬 | 1.0% | +709+4.4% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 64,164 | $156.4 萬 | 1.0% | +4,672+7.9% | 加碼 | – |
| CVXChevron Corp | Stock | 10,105 | $154.0 萬 | 1.0% | −264−2.5% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 22,366 | $150.3 萬 | 1.0% | −4,137−15.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,345 | $145.3 萬 | 0.9% | −165−3.0% | 減碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 58,227 | $121.6 萬 | 0.8% | −131−0.2% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 22,741 | $120.0 萬 | 0.8% | +1,260+5.9% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 34,505 | $114.9 萬 | 0.7% | +20,318+143.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 9,485 | $113.2 萬 | 0.7% | +3,493+58.3% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 27,548 | $106.2 萬 | 0.7% | +616+2.3% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 8,758 | $105.9 萬 | 0.7% | −188−2.1% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,971 | $99.6 萬 | 0.6% | +577+1.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,921 | $94.1 萬 | 0.6% | −115−3.8% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 18,769 | $93.9 萬 | 0.6% | +1,182+6.7% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 10,572 | $90.3 萬 | 0.6% | +3,030+40.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 11,393 | $87.7 萬 | 0.6% | +11,393 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 987 | $85.1 萬 | 0.5% | −112−10.2% | 減碼 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 18,592 | $84.6 萬 | 0.5% | +472+2.6% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 3,595 | $82.1 萬 | 0.5% | −159−4.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,145 | $78.4 萬 | 0.5% | −1−0.1% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 26,527 | $72.8 萬 | 0.5% | −8,269−23.8% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 20,830 | $68.2 萬 | 0.4% | −234−1.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,893 | $66.8 萬 | 0.4% | −220−7.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,218 | $66.6 萬 | 0.4% | −144−4.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 12,093 | $66.5 萬 | 0.4% | −733−5.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,829 | $64.9 萬 | 0.4% | −429−6.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,474 | $64.8 萬 | 0.4% | −660−16.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,542 | $61.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 3,730 | $60.8 萬 | 0.4% | −179−4.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,809 | $60.2 萬 | 0.4% | −551−6.6% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,742 | $52.9 萬 | 0.3% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 1,806 | $52.1 萬 | 0.3% | −86−4.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,947 | $50.4 萬 | 0.3% | −141−4.6% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 15,765 | $49.7 萬 | 0.3% | +147+0.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,605 | $49.0 萬 | 0.3% | −61−3.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 992 | $48.0 萬 | 0.3% | −45−4.3% | 減碼 | 歷史 |
| Schwab Strategic Tr808524631 | HIGH YIELD BD ET | 17,977 | $47.5 萬 | 0.3% | +8,917+98.4% | 加碼 | – |
| WMWaste Management Inc | Stock | 2,138 | $47.0 萬 | 0.3% | −103−4.6% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 12,991 | $45.5 萬 | 0.3% | −683−5.0% | 減碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 12,421 | $44.8 萬 | 0.3% | −526−4.1% | 減碼 | – |
| TELTE Connectivity plc | Stock | 1,888 | $43.0 萬 | 0.3% | −93−4.7% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,204 | $42.5 萬 | 0.3% | −167−5.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,338 | $41.8 萬 | 0.3% | −58−4.2% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,902 | $41.7 萬 | 0.3% | +352+13.8% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,313 | $41.5 萬 | 0.3% | +232+5.7% | 加碼 | – |
| MTBM&T Bank Corp | COM | 2,055 | $41.4 萬 | 0.3% | −106−4.9% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 14,559 | $40.0 萬 | 0.3% | −665−4.4% | 減碼 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 6,157 | $39.9 萬 | 0.3% | +6,157 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 3,963 | $39.6 萬 | 0.3% | −195−4.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,954 | $38.1 萬 | 0.2% | −90−4.4% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,763 | $36.8 萬 | 0.2% | −84−4.5% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,890 | $36.4 萬 | 0.2% | −133−4.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 723 | $36.3 萬 | 0.2% | −60−7.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,478 | $35.6 萬 | 0.2% | −71−4.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,060 | $33.2 萬 | 0.2% | −221−17.3% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 3,613 | $32.3 萬 | 0.2% | +990+37.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 2,234 | $32.0 萬 | 0.2% | −74−3.2% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 678 | $31.6 萬 | 0.2% | −33−4.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,425 | $31.3 萬 | 0.2% | +129+10.0% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 11,692 | $31.0 萬 | 0.2% | +1,711+17.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 2,422 | $30.3 萬 | 0.2% | −115−4.5% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 2,921 | $30.0 萬 | 0.2% | −172−5.6% | 減碼 | 歷史 |
| AOSSmith A O Corp | COM | 4,319 | $28.9 萬 | 0.2% | −204−4.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,003 | $28.7 萬 | 0.2% | −75−3.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,326 | $28.7 萬 | 0.2% | −292−5.2% | 減碼 | 歷史 |
| HSYHershey Co | COM | 1,567 | $28.5 萬 | 0.2% | −60−3.7% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,030 | $28.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 2,617 | $27.5 萬 | 0.2% | −156−5.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 596 | $26.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 389 | $26.5 萬 | 0.2% | +7+1.8% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,565 | $26.4 萬 | 0.2% | +454+14.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,554 | $25.5 萬 | 0.2% | −377−12.9% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 4,522 | $24.3 萬 | 0.2% | −231−4.9% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,421 | $22.8 萬 | 0.1% | −336−12.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,106 | $22.2 萬 | 0.1% | −648−17.3% | 減碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 9,289 | $21.3 萬 | 0.1% | +9,289 | 新進 | – |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288885 | EAFE GRWTH ETF | 8,938 | $101.8 萬 | 0.7% | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,906 | $96.1 萬 | 0.6% | – |