Clearview Wealth Management LLC
- SEC CIK
- 0001857588
- 最新申報
- 2026/7/13
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位。
- 持股檔數
- 60
- 2025 年第 4 季沒有申報
- 總值
- $1.41 億
- 2025 年第 4 季沒有申報
Clearview Wealth Management LLC 沒有申報 2025 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco S&P 500 Quality ETF46137V241 | ETF | 408,328 | $3,070 萬 | 21.7% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 128,691 | $1,330 萬 | 9.4% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 259,167 | $1,305 萬 | 9.2% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 197,467 | $912.9 萬 | 6.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 75,030 | $574.3 萬 | 4.1% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 124,707 | $568.9 萬 | 4.0% | – | – | – |
| Janus Detroit STR Tr47103U753 | B-BBB CLO ETF | 92,944 | $433.2 萬 | 3.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,107 | $397.2 萬 | 2.8% | – | – | 歷史 |
| Ea Series Trust02072Q572 | CAMB US EQUA ETF | 72,093 | $352.4 萬 | 2.5% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 13,721 | $329.3 萬 | 2.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 30,561 | $303.4 萬 | 2.1% | – | – | – |
| American Centy ETF Tr025072257 | SHORT DURTN STRG | 54,588 | $280.0 萬 | 2.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,685 | $280.0 萬 | 2.0% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,647 | $274.4 萬 | 1.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 29,535 | $267.4 萬 | 1.9% | – | – | – |
| AAPLApple Inc. | Stock | 8,657 | $219.7 萬 | 1.6% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,220 | $207.1 萬 | 1.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,416 | $184.3 萬 | 1.3% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 59,980 | $174.4 萬 | 1.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,099 | $159.3 萬 | 1.1% | – | – | – |
| LOARLoar Holdings Inc. | COM SHS | 27,001 | $154.7 萬 | 1.1% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 27,357 | $136.5 萬 | 1.0% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 33,032 | $134.9 萬 | 1.0% | – | – | – |
| NVDANVIDIA Corp | Stock | 7,451 | $130.0 萬 | 0.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,259 | $120.6 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,988 | $111.7 萬 | 0.8% | – | – | – |
| ORCLOracle Corp | Stock | 6,794 | $99.9 萬 | 0.7% | – | – | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 24,770 | $99.6 萬 | 0.7% | – | – | – |
| VVisa Inc. | Stock | 3,279 | $99.1 萬 | 0.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,029 | $97.2 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 10,185 | $90.1 萬 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,289 | $89.3 萬 | 0.6% | – | – | 歷史 |
| Capital Group New Geography14021N105 | SHS | 25,443 | $80.3 萬 | 0.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,670 | $78.8 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,459 | $73.5 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,744 | $73.5 萬 | 0.5% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 15,026 | $70.5 萬 | 0.5% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 10,666 | $68.6 萬 | 0.5% | – | – | – |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 13,094 | $65.5 萬 | 0.5% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 15,015 | $59.2 萬 | 0.4% | – | – | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 4,239 | $58.1 萬 | 0.4% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,583 | $52.5 萬 | 0.4% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 4,682 | $51.7 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 1,273 | $47.3 萬 | 0.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,149 | $43.8 萬 | 0.3% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,976 | $36.2 萬 | 0.3% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,151 | $35.6 萬 | 0.3% | – | – | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,705 | $35.1 萬 | 0.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,778 | $35.0 萬 | 0.2% | – | – | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 11,496 | $30.9 萬 | 0.2% | – | – | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 8,405 | $30.4 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,850 | $24.7 萬 | 0.2% | – | – | – |
| TMDXTransMedics Group, Inc. | COM | 2,326 | $23.1 萬 | 0.2% | – | – | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 10,047 | $22.3 萬 | 0.2% | – | – | – |
| PDOPIMCO Dynamic Income Opportunities Fund | COM BEN SHS | 16,354 | $21.1 萬 | 0.1% | – | – | 歷史 |
| ASTSAST SpaceMobile, Inc. | COM CL A | 2,500 | $20.7 萬 | 0.1% | – | – | 歷史 |
| EODAllspring Global Dividend Opportunity Fund | COM | 12,103 | $7.06 萬 | <0.1% | – | – | 歷史 |
| DFNST3 Defense Inc. | COM NEW | 40,952 | $2.94 萬 | <0.1% | – | – | 歷史 |
| REKRRekor Systems, Inc. | COM | 15,000 | $1.23 萬 | <0.1% | – | – | 歷史 |
| HUMAHumacyte, Inc. | COM | 13,000 | $7,887 | <0.1% | – | – | 歷史 |