C2C Wealth Management, LLC
- SEC CIK
- 0001868903
- 最新申報
- 2026/7/9
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/22 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 186
- 較 2022 年第 1 季 −19
- 總值
- $5.46 億
- 較 2022 年第 1 季 −$4,180 萬 (−7.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KLACKLA Corp | COM NEW | 913,364 | $3.16 億 | 57.8% | −7,625−0.8% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 202,851 | $1,456 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 95,931 | $1,449 萬 | 2.7% | −2,828−2.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 30,412 | $789.3 萬 | 1.4% | −1,352−4.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 45,291 | $655.0 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,915 | $545.8 萬 | 1.0% | −340−2.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 13,649 | $538.2 萬 | 1.0% | +10.0% | 加碼 | – |
| HSYHershey Co | COM | 22,466 | $485.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 35,156 | $460.1 萬 | 0.8% | −2,089−5.6% | 減碼 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 177,300 | $456.5 萬 | 0.8% | +13,300+8.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 98,406 | $433.3 萬 | 0.8% | −2,649−2.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 29,967 | $431.6 萬 | 0.8% | −349−1.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 28,058 | $420.1 萬 | 0.8% | −298−1.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 21,604 | $386.0 萬 | 0.7% | −122−0.6% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 11,515 | $375.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 85,316 | $343.1 萬 | 0.6% | −6,268−6.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 23,819 | $321.8 萬 | 0.6% | −73−0.3% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 59,577 | $300.6 萬 | 0.6% | −562−0.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 46,740 | $292.3 萬 | 0.5% | −1,900−3.9% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 26,946 | $274.3 萬 | 0.5% | −1,270−4.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,571 | $274.1 萬 | 0.5% | +200+1.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 22,852 | $270.1 萬 | 0.5% | +2,252+10.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,285 | $262.4 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 210,044 | $262.1 萬 | 0.5% | +16,210+8.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 63,054 | $260.4 萬 | 0.5% | −1,186−1.8% | 減碼 | – |
| WMTWalmart Inc. | Stock | 18,840 | $244.1 萬 | 0.4% | −795−4.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 16,325 | $240.6 萬 | 0.4% | −2,015−11.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 20,601 | $236.0 萬 | 0.4% | −1,100−5.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 45,013 | $231.2 萬 | 0.4% | −5,422−10.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,040 | $228.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 53,974 | $220.6 萬 | 0.4% | −796−1.5% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 30,085 | $220.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 11,741 | $196.2 萬 | 0.4% | +1,800+18.1% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 76,275 | $191.1 萬 | 0.4% | −6,297−7.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 6,195 | $185.8 萬 | 0.3% | −194−3.0% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 32,454 | $166.8 萬 | 0.3% | −318−1.0% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 65,001 | $164.3 萬 | 0.3% | +2,095+3.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,181 | $160.5 萬 | 0.3% | −300−1.6% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 10,500 | $157.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,718 | $154.4 萬 | 0.3% | −298−1.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,700 | $149.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 11,290 | $149.2 萬 | 0.3% | −1,122−9.0% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,258 | $148.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,676 | $144.8 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| iShares U.S. Regional Banks ETF464288778 | ETF | 28,034 | $144.0 萬 | 0.3% | −6,500−18.8% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 6,200 | $140.6 萬 | 0.3% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 3,525 | $137.6 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 8,880 | $132.9 萬 | 0.2% | −171−1.9% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 17,749 | $132.1 萬 | 0.2% | −2,400−11.9% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 12,450 | $122.2 萬 | 0.2% | −80−0.6% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 24,997 | $121.1 萬 | 0.2% | −200−0.8% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 17,854 | $119.9 萬 | 0.2% | −108−0.6% | 減碼 | – |
| AXPAmerican Express Co | Stock | 8,083 | $119.5 萬 | 0.2% | −32−0.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,976 | $118.5 萬 | 0.2% | +690+11.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 11,728 | $116.8 萬 | 0.2% | +1,198+11.4% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 13,838 | $115.5 萬 | 0.2% | +1,970+16.6% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 14,762 | $115.0 萬 | 0.2% | −80−0.5% | 減碼 | – |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 24,020 | $114.1 萬 | 0.2% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 11,710 | $113.3 萬 | 0.2% | −152−1.3% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 34,253 | $111.7 萬 | 0.2% | −2,111−5.8% | 減碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 31,048 | $107.8 萬 | 0.2% | −187−0.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 9,300 | $105.8 萬 | 0.2% | +9,300 | 新進 | 歷史 |
| HPQHP Inc | Stock | 31,916 | $104.8 萬 | 0.2% | +202+0.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,397 | $102.9 萬 | 0.2% | +29+2.1% | 加碼 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 60,195 | $99.0 萬 | 0.2% | +3,800+6.7% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,794 | $97.0 萬 | 0.2% | 00.0% | 不變 | – |
| ARCCAres Capital Corp | CEF | 48,100 | $94.0 萬 | 0.2% | +2,500+5.5% | 加碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 73,632 | $92.1 萬 | 0.2% | +13,337+22.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,329 | $91.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 9,704 | $90.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 4,492 | $88.6 萬 | 0.2% | −77−1.7% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 42,350 | $88.1 萬 | 0.2% | −8,990−17.5% | 減碼 | 歷史 |
| LACLithium Americas Corp. | COM NEW | 38,500 | $85.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,725 | $84.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,739 | $81.7 萬 | 0.1% | +1,521+124.9% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 13,136 | $80.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,040 | $80.7 萬 | 0.1% | +6,652+1,714.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,116 | $79.9 萬 | 0.1% | +404+8.6% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,149 | $79.7 萬 | 0.1% | −120−1.1% | 減碼 | – |
| NFLXNetflix Inc | Stock | 3,869 | $78.0 萬 | 0.1% | +1,361+54.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 17,808 | $76.4 萬 | 0.1% | −439−2.4% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 3,359 | $75.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,840 | $73.0 萬 | 0.1% | +185+2.1% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,152 | $71.2 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 4,383 | $69.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 54,357 | $68.4 萬 | 0.1% | −8,770−13.9% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 8,372 | $65.1 萬 | 0.1% | +336+4.2% | 加碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 10,500 | $64.9 萬 | 0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 19,084 | $63.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 7,037 | $62.3 萬 | 0.1% | +37+0.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,553 | $60.4 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,122 | $59.0 萬 | 0.1% | −171−2.7% | 減碼 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 11,958 | $57.9 萬 | 0.1% | −19−0.2% | 減碼 | – |
| PPGPPG Industries Inc | Stock | 4,800 | $57.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 18,421 | $56.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 5,355 | $56.1 萬 | 0.1% | −3,600−40.2% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,243 | $55.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,520 | $54.4 萬 | 0.1% | +580+8.4% | 加碼 | – |
| PSXPhillips 66 | Stock | 6,267 | $53.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 17,110 | $52.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（26 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares MSCI Eafe ETF464287465 | ETF | 17,299 | $125.3 萬 | 0.2% | – |
| REGIRenewable Energy Group, Inc. | COM NEW | 9,400 | $57.6 萬 | 0.1% | 歷史 |
| DEDeere & Co | Stock | 1,090 | $48.2 萬 | 0.1% | 歷史 |
| Exchange Traded Concepts Tr301505715 | NORTH SHOR GBL | 3,400 | $29.8 萬 | 0.1% | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,657 | $25.5 萬 | <0.1% | 歷史 |
| Global X FDS37954Y814 | FINTECH ETF | 8,425 | $25.2 萬 | <0.1% | – |
| MDTMedtronic plc | Stock | 2,198 | $24.5 萬 | <0.1% | 歷史 |
| EXRExtra Space Storage Inc. | COM | 1,116 | $24.5 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,100 | $24.2 萬 | <0.1% | 歷史 |
| ICHRIchor Holdings, Ltd. | SHS | 7,765 | $24.2 萬 | <0.1% | 歷史 |
| WDCWestern Digital Corp | COM | 4,800 | $24.2 萬 | <0.1% | 歷史 |
| GBXGreenbrier Companies Inc | Stock | 5,000 | $22.9 萬 | <0.1% | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 9,700 | $22.9 萬 | <0.1% | 歷史 |
| EFXEquifax Inc | COM | 1,032 | $22.7 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 510 | $22.2 萬 | <0.1% | 歷史 |
| GSKGSK plc | SPONSORED ADR | 4,775 | $21.8 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 912 | $21.7 萬 | <0.1% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,618 | $21.6 萬 | <0.1% | – |
| DDDuPont de Nemours, Inc. | COM | 3,007 | $21.3 萬 | <0.1% | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 594 | $20.8 萬 | <0.1% | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 5,900 | $20.5 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 3,020 | $20.4 萬 | <0.1% | 歷史 |
| MARMarriott International Inc | Stock | 1,047 | $20.2 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 1,458 | $20.1 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,524 | $20.1 萬 | <0.1% | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 10,256 | $11.7 萬 | <0.1% | 歷史 |