Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/2 申報。只含多頭部位。
- 持股檔數
- 83
- 2021 年第 3 季沒有申報
- 總值
- $1.28 億
- 2021 年第 3 季沒有申報
Blodgett Wealth Advisors, 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 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 65,815 | $2,011 萬 | 15.7% | – | – | – |
| AAPLApple Inc. | Stock | 67,821 | $1,204 萬 | 9.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,183 | $947.9 萬 | 7.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,957 | $652.5 萬 | 5.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,163 | $626.6 萬 | 4.9% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 14,022 | $412.4 萬 | 3.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 101,976 | $402.1 萬 | 3.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 17,235 | $272.9 萬 | 2.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,434 | $267.0 萬 | 2.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,702 | $266.9 萬 | 2.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 11,690 | $260.0 萬 | 2.0% | – | – | – |
| PFEPfizer Inc | Stock | 41,481 | $244.9 萬 | 1.9% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 43,443 | $225.7 萬 | 1.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 11,768 | $201.3 萬 | 1.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 12,135 | $198.5 萬 | 1.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 26,580 | $168.4 萬 | 1.3% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 9,955 | $166.1 萬 | 1.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 8,615 | $162.5 萬 | 1.3% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,445 | $153.7 萬 | 1.2% | – | – | – |
| DISWalt Disney Co | Stock | 9,908 | $153.5 萬 | 1.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 18,638 | $142.8 萬 | 1.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,425 | $137.9 萬 | 1.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 13,245 | $136.6 萬 | 1.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,924 | $132.0 萬 | 1.0% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $118.9 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,488 | $118.7 萬 | 0.9% | – | – | – |
| LLYEli Lilly & Co | Stock | 4,237 | $117.0 萬 | 0.9% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,050 | $115.8 萬 | 0.9% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 7,961 | $113.8 萬 | 0.9% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,020 | $107.8 萬 | 0.8% | – | – | 歷史 |
| INTCIntel Corp | Stock | 20,138 | $103.7 萬 | 0.8% | – | – | 歷史 |
| BACBank of America Corp | Stock | 21,720 | $96.6 萬 | 0.8% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,765 | $95.1 萬 | 0.7% | – | – | – |
| EFTEaton Vance Floating-Rate Income Trust | COM | 62,250 | $93.9 萬 | 0.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,095 | $88.7 萬 | 0.7% | – | – | 歷史 |
| BABoeing Co | Stock | 4,285 | $86.3 萬 | 0.7% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 9,808 | $77.2 萬 | 0.6% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 2,000 | $76.5 萬 | 0.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,530 | $74.9 萬 | 0.6% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 539 | $74.2 萬 | 0.6% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 2,825 | $73.1 萬 | 0.6% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 5,488 | $67.3 萬 | 0.5% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 3,111 | $66.7 萬 | 0.5% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,895 | $66.6 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,200 | $60.3 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 19,721 | $60.0 萬 | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 22,867 | $56.3 萬 | 0.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,374 | $54.7 萬 | 0.4% | – | – | – |
| SNOWSnowflake Inc. | Stock | 1,555 | $52.7 萬 | 0.4% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 6,188 | $51.4 萬 | 0.4% | – | – | – |
| PSAPublic Storage | COM | 1,300 | $48.7 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,204 | $46.4 萬 | 0.4% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 2,735 | $45.2 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,345 | $45.2 萬 | 0.4% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 11,000 | $43.0 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 20,210 | $42.7 萬 | 0.3% | – | – | – |
| HONHoneywell International Inc | COM | 2,000 | $41.7 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,440 | $39.4 萬 | 0.3% | – | – | – |
| LUVSouthwest Airlines Co | COM | 9,183 | $39.3 萬 | 0.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 1,650 | $38.2 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 600 | $36.1 萬 | 0.3% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 201 | $35.1 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,956 | $34.7 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,590 | $32.9 萬 | 0.3% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 1,960 | $32.7 萬 | 0.3% | – | – | 歷史 |
| CMICummins Inc | Stock | 1,500 | $32.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,576 | $32.5 萬 | 0.3% | – | – | – |
| ABNBAirbnb, Inc. | Stock | 1,927 | $32.1 萬 | 0.3% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,713 | $29.8 萬 | 0.2% | – | – | – |
| ZMZoom Communications, Inc. | Stock | 1,460 | $26.9 萬 | 0.2% | – | – | 歷史 |
| CARMCarisma Therapeutics Inc. | COM | 327,900 | $26.7 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 90 | $26.0 萬 | 0.2% | – | – | 歷史 |
| EXCExelon Corp | Stock | 4,500 | $26.0 萬 | 0.2% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,000 | $25.6 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,918 | $25.6 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,091 | $25.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $23.6 萬 | 0.2% | – | – | – |
| SYYSysco Corp | Stock | 2,950 | $23.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,449 | $22.7 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 1,592 | $21.0 萬 | 0.2% | – | – | – |
| SOFISoFi Technologies, Inc. | Stock | 13,000 | $20.6 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,072 | $20.0 萬 | 0.2% | – | – | – |
| NBWNeuberger Berman California Municipal Fund Inc. | COM | 11,000 | $15.4 萬 | 0.1% | – | – | 歷史 |
選擇權（2 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。