Clearview Wealth Management LLC
- SEC CIK
- 0001857588
- 最新申報
- 2026/7/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 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 萬 (+10.1%)
| 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 | 402,989 | $3,631 萬 | 23.3% | −5,339−1.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 128,187 | $1,447 萬 | 9.3% | −504−0.4% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 222,426 | $1,123 萬 | 7.2% | −36,741−14.2% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 199,418 | $988.1 萬 | 6.4% | +1,951+1.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 72,958 | $641.2 萬 | 4.1% | −2,072−2.8% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 123,015 | $559.6 萬 | 3.6% | −1,692−1.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,055 | $452.1 萬 | 2.9% | −52−0.9% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 12,715 | $435.9 萬 | 2.8% | −1,006−7.3% | 減碼 | – |
| Janus Detroit STR Tr47103U753 | B-BBB CLO ETF | 91,449 | $433.0 萬 | 2.8% | −1,495−1.6% | 減碼 | – |
| Ea Series Trust02072Q572 | CAMB US EQUA ETF | 69,865 | $390.0 萬 | 2.5% | −2,228−3.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,259 | $386.0 萬 | 2.5% | −388−1.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,685 | $321.8 萬 | 2.1% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 30,071 | $297.6 萬 | 1.9% | −490−1.6% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 29,379 | $283.7 萬 | 1.8% | −156−0.5% | 減碼 | – |
| American Centy ETF Tr025072257 | SHORT DURTN STRG | 52,155 | $267.8 萬 | 1.7% | −2,433−4.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 7,182 | $253.8 萬 | 1.6% | −38−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,648 | $250.2 萬 | 1.6% | −9−0.1% | 減碼 | 歷史 |
| LOARLoar Holdings Inc. | COM SHS | 27,001 | $217.7 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 58,968 | $213.1 萬 | 1.4% | −1,012−1.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 25,664 | $206.8 萬 | 1.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,103 | $158.9 萬 | 1.0% | +40.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,371 | $147.5 萬 | 0.9% | −80−1.1% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 32,414 | $142.7 萬 | 0.9% | −618−1.9% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 27,366 | $138.4 萬 | 0.9% | +90.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,875 | $131.6 萬 | 0.8% | −113−1.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,267 | $121.9 萬 | 0.8% | +8+0.2% | 加碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 25,617 | $120.9 萬 | 0.8% | +847+3.4% | 加碼 | – |
| VVisa Inc. | Stock | 3,297 | $113.1 萬 | 0.7% | +18+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,289 | $102.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,028 | $101.5 萬 | 0.7% | −10.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,784 | $99.4 萬 | 0.6% | −10−0.1% | 減碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 9,916 | $96.8 萬 | 0.6% | −269−2.6% | 減碼 | – |
| Capital Group New Geography14021N105 | SHS | 25,031 | $93.8 萬 | 0.6% | −412−1.6% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,670 | $90.0 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,519 | $86.6 萬 | 0.6% | +60+2.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,431 | $74.8 萬 | 0.5% | −313−8.4% | 減碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 10,710 | $74.4 萬 | 0.5% | +44+0.4% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,840 | $71.7 萬 | 0.5% | −1,186−7.9% | 減碼 | – |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 13,001 | $66.1 萬 | 0.4% | −93−0.7% | 減碼 | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 4,137 | $65.1 萬 | 0.4% | −102−2.4% | 減碼 | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 15,015 | $60.7 萬 | 0.4% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,583 | $56.8 萬 | 0.4% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,256 | $52.8 萬 | 0.3% | −17−1.3% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,611 | $50.5 萬 | 0.3% | −71−1.5% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,976 | $46.5 萬 | 0.3% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 1,151 | $43.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,705 | $38.5 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,149 | $38.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,778 | $36.4 萬 | 0.2% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 482 | $34.8 萬 | 0.2% | +482 | 新進 | 歷史 |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 11,496 | $33.7 萬 | 0.2% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 8,280 | $33.1 萬 | 0.2% | −125−1.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,850 | $27.4 萬 | 0.2% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 10,047 | $22.2 萬 | 0.1% | 00.0% | 不變 | – |
| ASTSAST SpaceMobile, Inc. | COM CL A | 2,500 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 567 | $20.3 萬 | 0.1% | +567 | 新進 | 歷史 |
| Virtus ETF Tr II92790A504 | VIRTUS US QLTY | 4,331 | $20.0 萬 | 0.1% | +4,331 | 新進 | – |
| PDOPIMCO Dynamic Income Opportunities Fund | COM BEN SHS | 10,813 | $14.3 萬 | 0.1% | −5,541−33.9% | 減碼 | 歷史 |
| EODAllspring Global Dividend Opportunity Fund | COM | 12,103 | $7.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| REKRRekor Systems, Inc. | COM | 15,000 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HUMAHumacyte, Inc. | COM | 13,000 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DFNST3 Defense Inc. | COM NEW | 40,952 | $7,003 | <0.1% | 00.0% | 不變 | 歷史 |
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。