Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/17 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 61
- 較 2024 年第 4 季 +2
- 總值
- $1.17 億
- 較 2024 年第 4 季 −$1,020 萬 (−8.0%)
| 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 | 52,578 | $1,899 萬 | 16.2% | −3,607−6.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 64,619 | $1,435 萬 | 12.2% | −4,038−5.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 100,757 | $1,092 萬 | 9.3% | −5,805−5.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 26,816 | $1,007 萬 | 8.6% | −1,067−3.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 42,922 | $816.6 萬 | 7.0% | +12,366+40.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 43,222 | $668.4 萬 | 5.7% | −1,041−2.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,022 | $414.8 萬 | 3.5% | −125−2.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,296 | $406.3 萬 | 3.5% | −67−1.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,831 | $271.4 萬 | 2.3% | +508+11.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,013 | $270.2 萬 | 2.3% | +251+2.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,825 | $213.5 萬 | 1.8% | +528+10.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,811 | $180.8 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,072 | $178.8 萬 | 1.5% | +370+7.9% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,153 | $175.4 萬 | 1.5% | +288+2.9% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $159.7 萬 | 1.4% | +2 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 5,659 | $152.3 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,565 | $141.9 萬 | 1.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $140.1 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,680 | $113.8 萬 | 1.0% | −800−10.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 14,220 | $103.6 萬 | 0.9% | +14,220 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,971 | $98.5 萬 | 0.8% | −3,224−22.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,516 | $92.4 萬 | 0.8% | +88+1.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,226 | $88.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,530 | $88.2 萬 | 0.8% | +190+14.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,300 | $85.5 萬 | 0.7% | +35+1.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,733 | $85.4 萬 | 0.7% | −50−1.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,950 | $84.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,894 | $81.2 萬 | 0.7% | +106+2.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,013 | $80.8 萬 | 0.7% | −39−1.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,035 | $71.3 萬 | 0.6% | −725−26.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 700 | $65.3 萬 | 0.6% | +65+10.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,618 | $60.5 萬 | 0.5% | −225−5.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $59.7 萬 | 0.5% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 3,912 | $55.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,900 | $48.7 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,225 | $47.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $46.5 萬 | 0.4% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,593 | $39.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PSAPublic Storage | COM | 1,300 | $38.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 9,107 | $38.0 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,073 | $35.8 萬 | 0.3% | +427+11.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,260 | $35.3 萬 | 0.3% | +60+2.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,656 | $34.7 萬 | 0.3% | −1,100−12.6% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,000 | $33.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,400 | $33.1 萬 | 0.3% | +6,400 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 683 | $32.0 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,210 | $31.1 萬 | 0.3% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 1,470 | $30.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,720 | $28.4 萬 | 0.2% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 826 | $27.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $27.2 萬 | 0.2% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 1,715 | $26.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,250 | $25.8 萬 | 0.2% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | Stock | 3,200 | $24.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,167 | $24.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,072 | $23.3 萬 | 0.2% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 2,325 | $22.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,215 | $20.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 2,965 | $20.1 萬 | 0.2% | +2,965 | 新進 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 14,370 | $8,694 | <0.1% | 00.0% | 不變 | 歷史 |
| CARMCarisma Therapeutics Inc. | COM | 24,001 | $7,441 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（2 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。