Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/24 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 59
- 較 2024 年第 3 季 0
- 總值
- $1.28 億
- 較 2024 年第 3 季 +$860.0 萬 (+7.2%)
| 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 | 56,185 | $2,256 萬 | 17.7% | +61+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 68,657 | $1,719 萬 | 13.5% | +91+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 106,562 | $1,431 萬 | 11.2% | +1,422+1.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,883 | $1,175 萬 | 9.2% | +27+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 44,263 | $837.9 萬 | 6.6% | +1,450+3.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,556 | $670.4 萬 | 5.3% | +1,725+6.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,363 | $399.7 萬 | 3.1% | +175+4.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,147 | $397.3 萬 | 3.1% | +782+17.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,762 | $258.0 萬 | 2.0% | −499−4.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,323 | $254.5 萬 | 2.0% | +475+12.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 5,297 | $206.1 萬 | 1.6% | +300+6.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,659 | $168.0 萬 | 1.3% | −57−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,865 | $167.0 萬 | 1.3% | +40.0% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,702 | $160.9 萬 | 1.3% | +450+10.6% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,811 | $157.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $146.8 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,195 | $141.2 萬 | 1.1% | −692−4.6% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,565 | $138.7 萬 | 1.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 3,265 | $131.9 萬 | 1.0% | −40−1.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,428 | $125.8 萬 | 1.0% | +1,020+23.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,480 | $125.4 萬 | 1.0% | −500−6.3% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,052 | $102.1 萬 | 0.8% | +425+16.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,950 | $90.1 萬 | 0.7% | +750+17.9% | 加碼依 2 比 1 拆股換算 | 歷史 |
| VVisa Inc. | Stock | 2,760 | $87.2 萬 | 0.7% | −405−12.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,783 | $80.7 萬 | 0.6% | −50−1.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,340 | $78.5 萬 | 0.6% | +390+41.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,257 | $75.6 萬 | 0.6% | +200+3.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,226 | $75.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,788 | $69.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $66.2 萬 | 0.5% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 635 | $56.6 萬 | 0.4% | +210+49.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,843 | $55.7 萬 | 0.4% | −100−2.5% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,912 | $51.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 2,225 | $50.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $48.3 萬 | 0.4% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 7,898 | $46.8 萬 | 0.4% | +7+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,200 | $41.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 9,102 | $40.0 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 1,300 | $38.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,200 | $35.4 萬 | 0.3% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,593 | $35.0 萬 | 0.3% | −25−1.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,756 | $35.0 萬 | 0.3% | −165−1.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 683 | $34.9 萬 | 0.3% | +1+0.1% | 加碼 | – |
| DHRDanaher Corp | Stock | 1,470 | $33.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 3,646 | $32.9 萬 | 0.3% | +350+10.6% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,720 | $31.3 萬 | 0.2% | +275+11.2% | 加碼 | – |
| CATCaterpillar Inc | Stock | 826 | $30.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,210 | $30.0 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,250 | $29.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $26.9 萬 | 0.2% | 00.0% | 不變 | – |
| EDConsolidated Edison Inc | Stock | 3,000 | $26.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,715 | $26.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 2,325 | $24.7 萬 | 0.2% | +2,325 | 新進 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,072 | $24.6 萬 | 0.2% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 1,400 | $24.1 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,215 | $24.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,167 | $23.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 14,370 | $1.54 萬 | <0.1% | +14,370 | 新進 | 歷史 |
| CARMCarisma Therapeutics Inc. | COM | 24,001 | $1.01 萬 | <0.1% | −1,000−4.0% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（2 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。