C2C Wealth Management, LLC
- SEC CIK
- 0001868903
- 最新申報
- 2026/7/9
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/23 申報。只含多頭部位。
- 持股檔數
- 222
- 2021 年第 3 季沒有申報
- 總值
- $6.96 億
- 2021 年第 3 季沒有申報
C2C Wealth Management, LLC 沒有申報 2021 年第 3 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 |
|---|---|---|---|---|---|---|---|
| KLACKLA Corp | COM NEW | 933,456 | $4.01 億 | 57.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 100,961 | $1,793 萬 | 2.6% | – | – | 歷史 |
| SOSouthern Co | Stock | 202,851 | $1,391 萬 | 2.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,666 | $1,099 萬 | 1.6% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,861 | $800.8 萬 | 1.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 13,923 | $664.1 萬 | 1.0% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 100,670 | $638.0 萬 | 0.9% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 39,915 | $533.5 萬 | 0.8% | – | – | 歷史 |
| CVXChevron Corp | Stock | 45,430 | $533.1 萬 | 0.8% | – | – | 歷史 |
| INTCIntel Corp | Stock | 98,405 | $506.8 萬 | 0.7% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 30,366 | $496.8 萬 | 0.7% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 22,025 | $490.0 萬 | 0.7% | – | – | – |
| ABBVAbbVie Inc. | Stock | 35,854 | $485.5 萬 | 0.7% | – | – | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 156,065 | $444.8 萬 | 0.6% | – | – | 歷史 |
| HSYHershey Co | COM | 22,505 | $435.4 萬 | 0.6% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 24,009 | $417.4 萬 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,139 | $379.6 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 62,837 | $371.1 萬 | 0.5% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 31,146 | $355.3 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 21,759 | $344.5 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 65,119 | $332.5 萬 | 0.5% | – | – | – |
| KOCoca Cola Co | Stock | 55,522 | $328.7 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 22,433 | $324.6 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,361 | $321.6 萬 | 0.5% | – | – | – |
| LLYEli Lilly & Co | Stock | 11,515 | $318.1 萬 | 0.5% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 12,206 | $310.0 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 56,550 | $293.8 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 17,556 | $271.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 54,934 | $271.7 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,424 | $266.6 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 15,381 | $263.1 萬 | 0.4% | – | – | 歷史 |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 170,834 | $257.1 萬 | 0.4% | – | – | 歷史 |
| HPQHP Inc | Stock | 66,010 | $248.6 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,242 | $246.4 萬 | 0.4% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 34,872 | $229.7 萬 | 0.3% | – | – | – |
| Paramount Global92556H206 | CL B | 76,110 | $229.7 萬 | 0.3% | – | – | – |
| GNRCGenerac Holdings Inc. | Stock | 6,200 | $218.2 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 12,247 | $217.6 萬 | 0.3% | – | – | 歷史 |
| iShares U.S. Regional Banks ETF464288778 | ETF | 34,534 | $213.3 萬 | 0.3% | – | – | – |
| QCOMQualcomm Inc | Stock | 10,889 | $199.2 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 6,701 | $197.1 萬 | 0.3% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 9,284 | $189.8 萬 | 0.3% | – | – | – |
| CLXClorox Co | Stock | 10,500 | $183.1 萬 | 0.3% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 20,149 | $182.6 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 70,959 | $174.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 6,200 | $172.1 萬 | 0.2% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 27,492 | $171.4 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,674 | $168.2 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,679 | $157.4 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,258 | $154.6 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,458 | $154.2 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 18,062 | $154.0 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 25,322 | $151.6 萬 | 0.2% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 3,872 | $148.1 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 497 | $143.8 萬 | 0.2% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 15,042 | $143.1 萬 | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 36,617 | $143.0 萬 | 0.2% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 12,013 | $142.8 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 12,604 | $139.5 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 480 | $139.1 萬 | 0.2% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 62,356 | $136.9 萬 | 0.2% | – | – | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 22,200 | $136.4 萬 | 0.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 17,299 | $136.1 萬 | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 3,819 | $135.7 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 8,170 | $133.7 萬 | 0.2% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 36,658 | $131.7 萬 | 0.2% | – | – | 歷史 |
| FFord Motor Co | Stock | 63,177 | $131.2 萬 | 0.2% | – | – | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,725 | $130.3 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,625 | $127.4 萬 | 0.2% | – | – | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 58,000 | $126.3 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,595 | $126.0 萬 | 0.2% | – | – | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 31,435 | $125.2 萬 | 0.2% | – | – | – |
| CVSCVS Health Corp | Stock | 12,054 | $124.3 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 4,640 | $124.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,706 | $124.0 萬 | 0.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 8,629 | $121.4 萬 | 0.2% | – | – | 歷史 |
| LACLithium Americas Corp. | COM NEW | 38,500 | $112.1 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 5,326 | $107.2 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 8,881 | $103.9 萬 | 0.1% | – | – | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 13,100 | $99.7 萬 | 0.1% | – | – | – |
| GXOGXO Logistics, Inc. | Stock | 10,816 | $98.3 萬 | 0.1% | – | – | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 58,495 | $96.8 萬 | 0.1% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 45,600 | $96.6 萬 | 0.1% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 11,728 | $96.2 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,719 | $94.8 萬 | 0.1% | – | – | – |
| GEGeneral Electric Co | Stock | 9,880 | $93.3 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,151 | $93.3 萬 | 0.1% | – | – | – |
| MUMicron Technology Inc | Stock | 10,000 | $93.2 萬 | 0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 18,791 | $90.2 萬 | 0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 13,149 | $87.1 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 9,704 | $86.3 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 19,208 | $85.4 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 8,207 | $84.9 萬 | 0.1% | – | – | 歷史 |
| XPOXPO, Inc. | COM | 10,816 | $83.8 萬 | 0.1% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 4,800 | $82.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 12,307 | $79.2 萬 | 0.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,609 | $78.8 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,282 | $77.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 5,500 | $77.1 萬 | 0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,042 | $76.2 萬 | 0.1% | – | – | 歷史 |
選擇權（4 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。