Clearview Wealth Management LLC
- SEC CIK
- 0001857588
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/13。SEC
- 持股檔數
- 62
- 較 2026 年第 1 季 +2
- 總值
- $1.56 億
- 較 2026 年第 1 季 +$1,421.18 萬 (+10.1%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF46137V241 | ETF | 402,989 | $3,630.93 萬 | 23.34% | −5,339−1.3% | 減碼 | – |
| INVESCO EXCHANGE TRADED FD T46137V472 | S&P MDCP QUALITY | 128,187 | $1,446.97 萬 | 9.30% | −504−0.4% | 減碼 | – |
| JANUS DETROIT STR TR47103U845 | HENDRSON AAA CL | 222,426 | $1,123.03 萬 | 7.22% | −36,741−14.2% | 減碼 | – |
| ISHARES TR46434V456 | MSCI INTL QUALTY | 199,418 | $988.11 萬 | 6.35% | +1,951+1.0% | 加碼 | – |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854 | ETF | 72,958 | $641.15 萬 | 4.12% | −2,072−2.8% | 減碼 | – |
| FIDELITY MERRIMACK STR TR316188309 | TOTAL BD ETF | 123,015 | $559.6 萬 | 3.60% | −1,692−1.4% | 減碼 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 6,055 | $452.13 萬 | 2.91% | −52−0.9% | 減碼 | 查看 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396 | ETF | 12,715 | $435.91 萬 | 2.80% | −1,006−7.3% | 減碼 | – |
| JANUS DETROIT STR TR47103U753 | B-BBB CLO ETF | 91,449 | $433.01 萬 | 2.78% | −1,495−1.6% | 減碼 | – |
| EA SERIES TRUST02072Q572 | CAMB US EQUA ETF | 69,865 | $390.05 萬 | 2.51% | −2,228−3.1% | 減碼 | – |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 20,259 | $385.98 萬 | 2.48% | −388−1.9% | 減碼 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 4,685 | $321.77 萬 | 2.07% | 00.0% | 不變 | – |
| ISHARES CORE U.S. AGGREGATE BOND ETF464287226 | ETF | 30,071 | $297.64 萬 | 1.91% | −490−1.6% | 減碼 | – |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 29,379 | $283.74 萬 | 1.82% | −156−0.5% | 減碼 | – |
| AMERICAN CENTY ETF TR025072257 | SHORT DURTN STRG | 52,155 | $267.82 萬 | 1.72% | −2,433−4.5% | 減碼 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 7,182 | $253.76 萬 | 1.63% | −38−0.5% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 8,648 | $250.23 萬 | 1.61% | −9−0.1% | 減碼 | 查看 |
| LOARLOAR HOLDINGS INC | COM SHS | 27,001 | $217.66 萬 | 1.40% | 00.0% | 不變 | 查看 |
| SCHWAB U.S. SMALL-CAP ETF808524607 | ETF | 58,968 | $213.05 萬 | 1.37% | −1,012−1.7% | 減碼 | – |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 25,664 | $206.77 萬 | 1.33% | +19,248+300.0% | 加碼 | – |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 20,103 | $158.87 萬 | 1.02% | +40.0% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 7,371 | $147.5 萬 | 0.95% | −80−1.1% | 減碼 | 查看 |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF81369Y860 | ETF | 32,414 | $142.72 萬 | 0.92% | −618−1.9% | 減碼 | – |
| VANGUARD MUN BD FDS922907746 | TAX EXEMPT BD | 27,366 | $138.42 萬 | 0.89% | +90.0% | 加碼 | – |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 8,875 | $131.62 萬 | 0.85% | −113−1.3% | 減碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 3,267 | $121.87 萬 | 0.78% | +8+0.2% | 加碼 | 查看 |
| CAPITAL GROUP GROWTH ETF14020G101 | SHS CREAT UNIT | 25,617 | $120.91 萬 | 0.78% | +847+3.4% | 加碼 | – |
| VVISA INC COM CL A | Stock | 3,297 | $113.12 萬 | 0.73% | +18+0.5% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 4,289 | $102.22 萬 | 0.66% | 00.0% | 不變 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 2,028 | $101.48 萬 | 0.65% | −10.0% | 減碼 | 查看 |
| ORCLORACLE CORP COM | Stock | 6,784 | $99.42 萬 | 0.64% | −10−0.1% | 減碼 | 查看 |
| ISHARES TR464289859 | CORE 80 20 ETF | 9,916 | $96.78 萬 | 0.62% | −269−2.6% | 減碼 | – |
| CAPITAL GROUP NEW GEOGRAPHY14021N105 | SHS | 25,031 | $93.77 萬 | 0.60% | −412−1.6% | 減碼 | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 11,670 | $89.99 萬 | 0.58% | 00.0% | 不變 | – |
| VANGUARD MORNINGSTAR LARGE-CAP ETF922908637 | ETF | 2,519 | $86.63 萬 | 0.56% | +60+2.4% | 加碼 | – |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 3,431 | $74.77 萬 | 0.48% | −313−8.4% | 減碼 | – |
| ISHARES TR464289867 | CORE 60 BALA ETF | 10,710 | $74.43 萬 | 0.48% | +44+0.4% | 加碼 | – |
| SPDR INDEX SHS FDS78463X509 | ST PORT MARK ETF | 13,840 | $71.66 萬 | 0.46% | −1,186−7.9% | 減碼 | – |
| AMERICAN CENTY ETF TR025072505 | DIVERSIFIED MU | 13,001 | $66.09 萬 | 0.42% | −93−0.7% | 減碼 | – |
| SPDR SERIES TRUST78468R887 | ST STR R2K LOWV | 4,137 | $65.1 萬 | 0.42% | −102−2.4% | 減碼 | – |
| LATTICE STRATEGIES TR518416102 | HARTFORD MLT ETF | 15,015 | $60.68 萬 | 0.39% | 00.0% | 不變 | – |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209 | ETF | 3,583 | $56.85 萬 | 0.37% | 00.0% | 不變 | – |
| TSLATESLA INC COM | Stock | 1,256 | $52.81 萬 | 0.34% | −17−1.3% | 減碼 | 查看 |
| ISHARES TIPS BOND ETF464287176 | ETF | 4,611 | $50.46 萬 | 0.32% | −71−1.5% | 減碼 | – |
| NUSHARES ETF TR67092P201 | NUVEEN ESG LRGCP | 3,976 | $46.54 萬 | 0.30% | 00.0% | 不變 | – |
| AVGOBROADCOM INC COM | Stock | 1,151 | $43.49 萬 | 0.28% | 00.0% | 不變 | 查看 |
| NUSHARES ETF TR67092P300 | NUVEEN ESG LRGVL | 7,705 | $38.52 萬 | 0.25% | 00.0% | 不變 | – |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506 | ETF | 7,149 | $37.97 萬 | 0.24% | 00.0% | 不變 | – |
| ISHARES MSCI USA MIN VOL FACTOR ETF46429B697 | ETF | 3,778 | $36.44 萬 | 0.23% | 00.0% | 不變 | – |
| AMATAPPLIED MATLS INC COM | Stock | 482 | $34.85 萬 | 0.22% | +482 | 新進 | 查看 |
| FIDELITY COVINGTON TRUST316092857 | MSCI RL EST ETF | 11,496 | $33.68 萬 | 0.22% | 00.0% | 不變 | – |
| NUSHARES ETF TR67092P805 | NUVEEN ESG INTL | 8,280 | $33.14 萬 | 0.21% | −125−1.5% | 減碼 | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 3,850 | $27.43 萬 | 0.18% | 00.0% | 不變 | – |
| NUSHARES ETF TR67092P870 | NUVEEN ESG US | 10,047 | $22.24 萬 | 0.14% | 00.0% | 不變 | – |
| ASTSAST SPACEMOBILE INC | COM CL A | 2,500 | $22.22 萬 | 0.14% | 00.0% | 不變 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 567 | $20.26 萬 | 0.13% | +567 | 新進 | 查看 |
| VIRTUS ETF TR II92790A504 | VIRTUS US QLTY | 4,331 | $20.05 萬 | 0.13% | +4,331 | 新進 | – |
| PDOPIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | 10,813 | $14.29 萬 | 0.09% | −5,541−33.9% | 減碼 | 查看 |
| EODALLSPRING GLOBAL DIVIDEND OP | COM | 12,103 | $7.9 萬 | 0.05% | 00.0% | 不變 | 查看 |
| REKRREKOR SYSTEMS INC | COM | 15,000 | $1.04 萬 | 0.01% | 00.0% | 不變 | 查看 |
| HUMAHUMACYTE INC | COM | 13,000 | $1.01 萬 | 0.01% | 00.0% | 不變 | 查看 |
| DFNST3 DEFENSE INC | COM NEW | 40,952 | $7,003 | 0.00% | 00.0% | 不變 | 查看 |
2026 年第 1 季 之後清倉（1 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| TMDXTRANSMEDICS GROUP INC | COM | 2,326 | $23.12 萬 | 0.16% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/13 | 62 | $1.56 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/5/15 | 60 | $1.41 億 | – | SEC |