Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/21 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 59
- 較 2024 年第 2 季 +1
- 總值
- $1.19 億
- 較 2024 年第 2 季 +$110.2 萬 (+0.9%)
| 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 | 56,124 | $2,107 萬 | 17.7% | +255+0.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 68,566 | $1,598 萬 | 13.4% | −1,303−1.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 105,140 | $1,277 萬 | 10.7% | −10,280−8.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,856 | $1,199 萬 | 10.1% | −1,520−5.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 42,813 | $710.0 萬 | 6.0% | −2,192−4.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,831 | $537.2 萬 | 4.5% | +25+0.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,365 | $386.7 萬 | 3.3% | +35+0.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,188 | $371.2 萬 | 3.1% | +4+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,261 | $237.4 萬 | 2.0% | +203+1.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,848 | $222.0 萬 | 1.9% | +135+3.6% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,997 | $202.5 萬 | 1.7% | +101+2.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,861 | $172.2 萬 | 1.4% | −491−4.7% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 14,887 | $169.1 萬 | 1.4% | −169−1.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,811 | $162.2 萬 | 1.4% | −1,000−11.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,716 | $155.0 萬 | 1.3% | +4,660+441.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $143.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,565 | $142.7 萬 | 1.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 7,980 | $138.2 萬 | 1.2% | −1,450−15.4% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,252 | $119.3 萬 | 1.0% | +640+17.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,057 | $99.4 萬 | 0.8% | +110+1.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,165 | $87.0 萬 | 0.7% | −100−3.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,305 | $86.5 萬 | 0.7% | −100−2.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,833 | $86.3 萬 | 0.7% | −199−6.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,226 | $83.5 萬 | 0.7% | −18−0.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,788 | $77.6 萬 | 0.7% | −96−2.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,408 | $76.0 萬 | 0.6% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,627 | $71.9 萬 | 0.6% | −60−2.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,100 | $71.8 萬 | 0.6% | −100−4.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $66.2 萬 | 0.6% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 3,943 | $58.1 萬 | 0.5% | +451+12.9% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,912 | $55.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 950 | $54.4 萬 | 0.5% | +7+0.7% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $48.2 萬 | 0.4% | 00.0% | 不變 | – |
| PSAPublic Storage | COM | 1,300 | $47.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 2,225 | $46.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,891 | $42.0 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 6,525 | $41.0 萬 | 0.3% | −550−7.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,470 | $40.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,921 | $40.1 萬 | 0.3% | −164−1.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,461 | $39.0 萬 | 0.3% | −981−6.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,200 | $36.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 9,097 | $36.1 萬 | 0.3% | +9+0.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,618 | $35.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 682 | $33.3 萬 | 0.3% | −41−5.7% | 減碼 | – |
| CATCaterpillar Inc | Stock | 826 | $32.3 萬 | 0.3% | −16−1.9% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,000 | $31.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,210 | $30.7 萬 | 0.3% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | COM | 800 | $30.7 萬 | 0.3% | −300−27.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 425 | $30.1 萬 | 0.3% | +425 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,715 | $29.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,445 | $28.6 萬 | 0.2% | +250+11.4% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,250 | $28.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $27.0 萬 | 0.2% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,296 | $26.6 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,072 | $24.1 萬 | 0.2% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 1,397 | $21.4 萬 | 0.2% | +1,397 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,215 | $21.1 萬 | 0.2% | −85−6.5% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,167 | $20.5 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| CARMCarisma Therapeutics Inc. | COM | 25,001 | $2.45 萬 | <0.1% | −499−2.0% | 減碼 | 歷史 |
2024 年第 2 季之後清倉（1 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。