Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/2 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 59
- 較 2023 年第 3 季 +1
- 總值
- $9,766 萬
- 較 2023 年第 3 季 +$683.7 萬 (+7.5%)
| 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 | 55,444 | $1,681 萬 | 17.2% | −343−0.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 70,547 | $1,358 萬 | 13.9% | −536−0.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,736 | $1,081 萬 | 11.1% | −90.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,255 | $656.4 萬 | 6.7% | +420+3.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 46,455 | $648.9 萬 | 6.6% | +200+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,656 | $465.8 萬 | 4.8% | −825−2.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,073 | $268.9 萬 | 2.8% | −95−2.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,449 | $201.0 萬 | 2.1% | −30−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,681 | $198.7 萬 | 2.0% | −999−7.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,620 | $194.8 萬 | 2.0% | −249−4.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,988 | $185.2 萬 | 1.9% | −875−4.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,280 | $180.0 萬 | 1.8% | −500−3.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,937 | $171.4 萬 | 1.8% | −298−2.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,811 | $157.8 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,298 | $157.5 萬 | 1.6% | +220+7.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,622 | $143.8 萬 | 1.5% | −3,975−29.2% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 11,165 | $130.9 萬 | 1.3% | −1,500−11.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $119.0 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 3,760 | $97.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,295 | $97.7 萬 | 1.0% | −1,500−31.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,244 | $81.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,400 | $79.6 萬 | 0.8% | −300−5.3% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,942 | $75.1 萬 | 0.8% | −85−2.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,780 | $73.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 4,691 | $70.0 萬 | 0.7% | +125+2.7% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 8,043 | $63.5 萬 | 0.7% | −5,152−39.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,455 | $61.0 萬 | 0.6% | +485+24.6% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,015 | $60.5 萬 | 0.6% | −2,000−39.9% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 11,293 | $57.1 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,930 | $56.9 萬 | 0.6% | +630+48.5% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,112 | $50.0 萬 | 0.5% | −500−10.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 17,196 | $49.5 萬 | 0.5% | −21,697−55.8% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,225 | $46.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,225 | $43.4 萬 | 0.4% | +1,225 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $42.5 萬 | 0.4% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 372 | $41.5 萬 | 0.4% | −313−45.7% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 1,300 | $39.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,394 | $39.2 萬 | 0.4% | −4,605−30.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 7,691 | $38.6 萬 | 0.4% | −1,000−11.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,000 | $38.6 萬 | 0.4% | −250−20.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,470 | $34.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,150 | $31.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,200 | $31.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,210 | $30.1 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 681 | $27.9 萬 | 0.3% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 8,161 | $27.5 萬 | 0.3% | −8,059−49.7% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,000 | $27.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,618 | $26.5 萬 | 0.3% | −150−8.5% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 1,100 | $25.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 1,136 | $25.6 萬 | 0.3% | −250−18.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 841 | $24.9 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,715 | $24.8 萬 | 0.3% | +1,715 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 3,125 | $24.3 萬 | 0.2% | +3,125 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,250 | $24.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,195 | $23.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $23.5 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,072 | $20.2 萬 | 0.2% | +6,072 | 新進 | – |
| CARMCarisma Therapeutics Inc. | COM | 25,500 | $7.47 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 2,100 | $2.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（1 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| FFord Motor Co | Stock | – | $30.5 萬 |
2023 年第 3 季之後清倉（3 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。