Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/2 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 62
- 較 2022 年第 3 季 +3
- 總值
- $8,228 萬
- 較 2022 年第 3 季 −$21.2 萬 (−0.3%)
| 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 | 64,434 | $1,380 萬 | 16.8% | −510−0.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 71,564 | $929.8 萬 | 11.3% | +79+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,437 | $682.0 萬 | 8.3% | +66+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 44,445 | $392.1 萬 | 4.8% | +75+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 34,500 | $289.8 萬 | 3.5% | −5,960−14.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,787 | $230.7 萬 | 2.8% | −30−0.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 41,787 | $214.1 萬 | 2.6% | +202+0.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,580 | $205.8 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,324 | $200.0 萬 | 2.4% | +52+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,207 | $199.4 萬 | 2.4% | +500+3.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 17,863 | $198.2 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,207 | $196.0 萬 | 2.4% | −24−0.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,287 | $195.7 萬 | 2.4% | −64−1.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,926 | $186.8 萬 | 2.3% | −74−0.5% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 12,571 | $151.6 萬 | 1.8% | +1,283+11.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 3,867 | $141.5 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 14,468 | $134.8 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 8,461 | $132.7 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,884 | $128.7 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 40,960 | $125.1 萬 | 1.5% | −34,566−45.8% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 26,230 | $103.3 萬 | 1.3% | −5,172−16.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,902 | $100.8 萬 | 1.2% | +1+0.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,604 | $99.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,572 | $98.8 萬 | 1.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,135 | $89.5 萬 | 1.1% | −2,150−29.5% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 5,494 | $88.8 萬 | 1.1% | −200−3.5% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 10,000 | $75.3 萬 | 0.9% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 14,929 | $71.1 萬 | 0.9% | −1,998−11.8% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,962 | $67.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 3,210 | $66.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,631 | $65.2 萬 | 0.8% | −1,000−21.6% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 19,721 | $57.0 萬 | 0.7% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 16,120 | $53.4 萬 | 0.6% | −3,500−17.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,445 | $45.7 萬 | 0.6% | −100−2.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,330 | $45.7 萬 | 0.6% | −250−15.8% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,621 | $45.6 萬 | 0.6% | +3+0.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,975 | $45.2 萬 | 0.5% | −300−4.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,000 | $42.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,570 | $41.7 萬 | 0.5% | −50−3.1% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,568 | $37.6 萬 | 0.5% | 00.0% | 不變 | – |
| CARMCarisma Therapeutics Inc. | COM | 600,000 | $36.6 萬 | 0.4% | +272,100+83.0% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 1,300 | $36.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,150 | $34.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RUNSunrun Inc. | COM | 13,673 | $32.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,210 | $29.9 萬 | 0.4% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 3,350 | $29.1 萬 | 0.4% | −1,500−30.9% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 10,824 | $28.6 萬 | 0.3% | −2,520−18.9% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,000 | $28.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,918 | $27.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,090 | $25.7 萬 | 0.3% | −1,000−32.4% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,350 | $25.7 萬 | 0.3% | +1,350 | 新進 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $22.8 萬 | 0.3% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 12,241 | $22.5 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 1,901 | $22.2 萬 | 0.3% | +1,901 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 820 | $21.8 萬 | 0.3% | −75−8.4% | 減碼 | – |
| CATCaterpillar Inc | Stock | 902 | $21.6 萬 | 0.3% | +902 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 1,523 | $21.6 萬 | 0.3% | −100−6.2% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 1,400 | $20.9 萬 | 0.3% | −200−12.5% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,195 | $20.8 萬 | 0.3% | +2,195 | 新進 | – |
| MARMarriott International Inc | Stock | 1,385 | $20.6 萬 | 0.3% | +1,385 | 新進 | 歷史 |
| EFTEaton Vance Floating-Rate Income Trust | COM | 18,500 | $20.5 萬 | 0.2% | −6,250−25.3% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 2,670 | $20.4 萬 | 0.2% | +2,670 | 新進 | 歷史 |
2022 年第 3 季之後清倉（3 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。