IVC Wealth Advisors LLC
- SEC CIK
- 0001842811
- 最新申報
- 2026/7/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/12 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 141
- 較 2022 年第 2 季 +2
- 總值
- $1.24 億
- 較 2022 年第 2 季 −$499.5 萬 (−3.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RIOTRiot Platforms, Inc. | COM | 10,350 | $7.30 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 11,067 | $9.40 萬 | 0.1% | +11,067 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 12,740 | $19.5 萬 | 0.2% | −870−6.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,790 | $20.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,703 | $20.1 萬 | 0.2% | −276−9.3% | 減碼 | – |
| PPLPPL Corp | COM | 8,080 | $20.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 3,365 | $20.7 萬 | 0.2% | +175+5.5% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,604 | $20.9 萬 | 0.2% | +2,604 | 新進 | – |
| MDUMdu Resources Group Inc | Stock | 7,675 | $21.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,119 | $21.0 萬 | 0.2% | −11−1.0% | 減碼 | 歷史 |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 11,000 | $21.1 萬 | 0.2% | +11,000 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 729 | $21.4 萬 | 0.2% | +729 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 4,048 | $21.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,646 | $22.1 萬 | 0.2% | +114+7.4% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,747 | $22.2 萬 | 0.2% | +11+0.4% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 760 | $22.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KKellanova | Stock | 3,221 | $22.4 萬 | 0.2% | +26+0.8% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,725 | $22.7 萬 | 0.2% | +3,725 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,221 | $22.9 萬 | 0.2% | −29−2.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 2,765 | $23.0 萬 | 0.2% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 1,100 | $23.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 3,928 | $23.7 萬 | 0.2% | −484−11.0% | 減碼 | – |
| DOWDow Inc. | Stock | 5,447 | $23.9 萬 | 0.2% | +918+20.3% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 4,658 | $24.1 萬 | 0.2% | +4,658 | 新進 | – |
| WSTWest Pharmaceutical Services Inc | COM | 1,000 | $24.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 948 | $25.1 萬 | 0.2% | +30+3.3% | 加碼依 3 比 1 拆股換算 | 歷史 |
| DVNDevon Energy Corp | Stock | 4,267 | $25.7 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,139 | $26.3 萬 | 0.2% | +10+0.3% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 5,808 | $26.4 萬 | 0.2% | −400−6.4% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,811 | $26.9 萬 | 0.2% | −164−8.3% | 減碼 | 歷史 |
| SONSonoco Products Co | COM | 4,760 | $27.0 萬 | 0.2% | +1,050+28.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,242 | $27.2 萬 | 0.2% | −89−3.8% | 減碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 5,188 | $27.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,653 | $28.4 萬 | 0.2% | −2−0.1% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,845 | $28.5 萬 | 0.2% | −647−26.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,099 | $28.5 萬 | 0.2% | −1,370−21.2% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,215 | $28.6 萬 | 0.2% | +1,215 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 1,126 | $29.1 萬 | 0.2% | +19+1.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 1,959 | $29.1 萬 | 0.2% | +15+0.8% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 7,679 | $29.6 萬 | 0.2% | +110+1.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,020 | $30.0 萬 | 0.2% | +144+5.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,920 | $30.3 萬 | 0.2% | +5,920 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,816 | $30.5 萬 | 0.2% | −23−0.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 603 | $30.6 萬 | 0.2% | +7+1.2% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,579 | $30.7 萬 | 0.2% | +50+1.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,142 | $30.8 萬 | 0.2% | −38−1.7% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 4,062 | $31.1 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,207 | $31.1 萬 | 0.3% | −12−1.0% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,108 | $34.1 萬 | 0.3% | +18+1.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,378 | $34.2 萬 | 0.3% | +1,815+24.0% | 加碼 | – |
| AMGNAmgen Inc | Stock | 1,535 | $34.6 萬 | 0.3% | −1−0.1% | 減碼 | 歷史 |
| Global X FDS37950E333 | GLBX SUPRINC ETF | 35,083 | $34.7 萬 | 0.3% | −2,000−5.4% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 8,647 | $34.8 萬 | 0.3% | +16+0.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,009 | $35.0 萬 | 0.3% | −41−0.7% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 13,653 | $35.2 萬 | 0.3% | +1,833+15.5% | 加碼 | – |
| DEDeere & Co | Stock | 1,058 | $35.3 萬 | 0.3% | +11+1.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,290 | $35.6 萬 | 0.3% | +56+4.5% | 加碼 | 歷史 |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 13,927 | $36.0 萬 | 0.3% | −966−6.5% | 減碼 | – |
| RTXRTX Corp | Stock | 4,434 | $36.3 萬 | 0.3% | −5−0.1% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 13,879 | $37.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,394 | $37.2 萬 | 0.3% | +19+1.4% | 加碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 3,705 | $37.6 萬 | 0.3% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 2,617 | $37.6 萬 | 0.3% | +64+2.5% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 4,108 | $37.6 萬 | 0.3% | +486+13.4% | 加碼 | – |
| NUENucor Corp | COM | 3,529 | $37.8 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,641 | $38.1 萬 | 0.3% | −11−0.3% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,308 | $39.7 萬 | 0.3% | −13−0.2% | 減碼 | – |
| INTCIntel Corp | Stock | 15,529 | $40.0 萬 | 0.3% | +3,516+29.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,131 | $40.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 3,167 | $40.7 萬 | 0.3% | +110+3.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,244 | $41.0 萬 | 0.3% | +56+1.8% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,843 | $41.2 萬 | 0.3% | −4−0.2% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,532 | $41.9 萬 | 0.3% | +1,156+26.4% | 加碼 | – |
| MDTMedtronic plc | Stock | 5,562 | $44.9 萬 | 0.4% | +166+3.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,026 | $45.5 萬 | 0.4% | +221+5.8% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,371 | $47.0 萬 | 0.4% | −15−0.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,596 | $52.6 萬 | 0.4% | +51+2.0% | 加碼 | 歷史 |
| TFXTeleflex Inc | COM | 2,620 | $52.8 萬 | 0.4% | +105+4.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 7,833 | $53.3 萬 | 0.4% | +1,192+17.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 4,672 | $56.6 萬 | 0.5% | +48+1.0% | 加碼 | 歷史 |
| MMM3M Co | Stock | 5,148 | $56.9 萬 | 0.5% | +162+3.2% | 加碼 | 歷史 |
| PVHPVH Corp. | COM | 13,543 | $60.7 萬 | 0.5% | −62−0.5% | 減碼 | 歷史 |
| FLNAFilana Therapeutics, Inc. | COM | 14,815 | $62.0 萬 | 0.5% | +400+2.8% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,805 | $62.6 萬 | 0.5% | −137−1.5% | 減碼 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 24,187 | $63.4 萬 | 0.5% | +1,903+8.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 11,492 | $64.4 萬 | 0.5% | −190−1.6% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,564 | $64.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,796 | $65.1 萬 | 0.5% | +15+0.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,937 | $65.8 萬 | 0.5% | +78+1.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,750 | $67.7 萬 | 0.5% | −187−2.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,200 | $67.8 萬 | 0.5% | −120−2.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,139 | $67.9 萬 | 0.5% | +72+1.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,863 | $69.7 萬 | 0.6% | +175+3.1% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 14,514 | $72.8 萬 | 0.6% | +2,284+18.7% | 加碼 | – |
| AMEAmetek Inc | COM | 6,471 | $73.4 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,526 | $74.1 萬 | 0.6% | +772+4.3% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 3,327 | $74.5 萬 | 0.6% | +25+0.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 7,390 | $75.6 萬 | 0.6% | −80−1.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 21,162 | $80.4 萬 | 0.6% | +168+0.8% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 4,992 | $82.8 萬 | 0.7% | +56+1.1% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（6 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab U.S. REIT ETF808524847 | ETF | 12,104 | $25.5 萬 | 0.2% | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 8,057 | $25.2 萬 | 0.2% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,163 | $24.5 萬 | 0.2% | – |
| HIGHartford Insurance Group, Inc. | Stock | 3,242 | $21.2 萬 | 0.2% | 歷史 |
| TENBTenable Holdings, Inc. | COM | 4,675 | $21.2 萬 | 0.2% | 歷史 |
| SPGIS&P Global Inc. | Stock | 599 | $20.2 萬 | 0.2% | 歷史 |