Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/20 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 62
- 較 2022 年第 1 季 −19
- 總值
- $9,026 萬
- 較 2022 年第 1 季 −$2,970 萬 (−24.8%)
| 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 | 65,869 | $1,441 萬 | 16.0% | −2,688−3.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 77,072 | $1,054 萬 | 11.7% | +6,868+9.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,695 | $737.0 萬 | 8.2% | +274+1.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,198 | $479.0 萬 | 5.3% | −47−2.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 41,955 | $445.6 萬 | 4.9% | −865−2.0% | 減碼依 20 比 1 拆股換算 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 84,956 | $279.3 萬 | 3.1% | −9,483−10.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 15,617 | $236.7 萬 | 2.6% | +450+3.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 41,083 | $215.4 萬 | 2.4% | −498−1.2% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 41,382 | $210.0 萬 | 2.3% | −1,355−3.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,220 | $202.3 萬 | 2.2% | −600−12.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,271 | $200.1 萬 | 2.2% | +20.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,580 | $195.3 萬 | 2.2% | +1,415+11.6% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 13,732 | $181.1 萬 | 2.0% | +1,942+16.5% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 6,320 | $173.3 萬 | 1.9% | −224−3.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,461 | $162.8 萬 | 1.8% | −827−5.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,688 | $161.3 萬 | 1.8% | −2,050−10.4% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,865 | $133.2 萬 | 1.5% | −3,050−27.9% | 減碼 | – |
| CVSCVS Health Corp | Stock | 14,360 | $133.1 萬 | 1.5% | +452+3.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,411 | $128.7 萬 | 1.4% | −1,300−13.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,922 | $121.5 萬 | 1.3% | −20.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,617 | $117.3 萬 | 1.3% | −800−18.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,684 | $101.3 萬 | 1.1% | +180+7.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,609 | $98.9 萬 | 1.1% | +50+2.0% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,901 | $97.6 萬 | 1.1% | −1,300−40.6% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,968 | $93.8 萬 | 1.0% | +570+7.7% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 6,462 | $87.3 萬 | 1.0% | −1,050−14.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,210 | $81.5 萬 | 0.9% | −85−6.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,254 | $80.5 萬 | 0.9% | −1,050−16.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,507 | $78.9 萬 | 0.9% | −8,644−31.8% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 10,000 | $76.8 萬 | 0.9% | −1,765−15.0% | 減碼 | – |
| INTCIntel Corp | Stock | 19,455 | $72.8 萬 | 0.8% | −791−3.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,085 | $60.7 萬 | 0.7% | −535−14.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 19,120 | $59.5 萬 | 0.7% | −4,050−17.5% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 19,721 | $58.1 萬 | 0.6% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 3,500 | $57.8 萬 | 0.6% | −2,425−40.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,984 | $56.5 萬 | 0.6% | −3,285−35.4% | 減碼 | 歷史 |
| EFTEaton Vance Floating-Rate Income Trust | COM | 44,750 | $52.7 萬 | 0.6% | −20,000−30.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,660 | $49.3 萬 | 0.5% | −340−17.0% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,691 | $49.1 萬 | 0.5% | −422−13.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,805 | $45.8 萬 | 0.5% | +1,080+149.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,650 | $43.2 萬 | 0.5% | −2,675−32.1% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 1,300 | $40.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 6,188 | $40.0 萬 | 0.4% | 00.0% | 不變 | – |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 20,210 | $39.3 萬 | 0.4% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 2,725 | $38.5 萬 | 0.4% | +1,075+65.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,460 | $35.6 萬 | 0.4% | +79+3.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,000 | $34.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RUNSunrun Inc. | COM | 13,673 | $31.9 萬 | 0.4% | +13,673 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,355 | $30.1 萬 | 0.3% | +2,355 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 14,187 | $29.7 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,000 | $28.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 995 | $27.9 萬 | 0.3% | −339−25.4% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,918 | $27.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,890 | $26.7 萬 | 0.3% | −650−18.4% | 減碼 | – |
| CARMCarisma Therapeutics Inc. | COM | 327,900 | $26.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 1,150 | $26.1 萬 | 0.3% | −500−30.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,122 | $25.8 萬 | 0.3% | −82−3.7% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 2,670 | $22.6 萬 | 0.3% | −280−9.5% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 1,585 | $21.6 萬 | 0.2% | −1,100−41.0% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,282 | $21.6 萬 | 0.2% | +125+10.8% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $21.4 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,600 | $20.3 萬 | 0.2% | −113−6.6% | 減碼 | – |
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。
2022 年第 1 季之後清倉（21 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 | 9,308 | $68.5 萬 | 0.6% | – |
| BABoeing Co | Stock | 3,185 | $61.0 萬 | 0.5% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,160 | $48.1 萬 | 0.4% | 歷史 |
| SHOPShopify Inc. | Stock | 644 | $43.5 萬 | 0.4% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,207 | $37.9 萬 | 0.3% | 歷史 |
| CATCaterpillar Inc | Stock | 1,640 | $36.5 萬 | 0.3% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 201 | $31.8 萬 | 0.3% | 歷史 |
| CMICummins Inc | Stock | 1,500 | $30.8 萬 | 0.3% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,345 | $29.9 萬 | 0.2% | 歷史 |
| LUVSouthwest Airlines Co | COM | 5,933 | $27.2 萬 | 0.2% | 歷史 |
| NKENIKE, Inc. | Stock | 1,950 | $26.2 萬 | 0.2% | 歷史 |
| GOOGAlphabet Inc. | Stock | 90 | $25.1 萬 | 0.2% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 6,000 | $23.7 萬 | 0.2% | 歷史 |
| NFLXNetflix Inc | Stock | 600 | $22.5 萬 | 0.2% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,091 | $21.8 萬 | 0.2% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,449 | $21.4 萬 | 0.2% | – |
| EXCExelon Corp | Stock | 4,500 | $21.4 萬 | 0.2% | 歷史 |
| ANETArista Networks, Inc. | COM | 1,516 | $21.1 萬 | 0.2% | 歷史 |
| AVGOBroadcom Inc. | Stock | 326 | $20.5 萬 | 0.2% | 歷史 |
| AXPAmerican Express Co | Stock | 1,075 | $20.1 萬 | 0.2% | 歷史 |
| NUENucor Corp | COM | 1,300 | $19.3 萬 | 0.2% | 歷史 |