Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/9 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 61
- 較 2025 年第 1 季 0
- 總值
- $1.28 億
- 較 2025 年第 1 季 +$1,030 萬 (+8.8%)
| 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 | 49,234 | $2,090 萬 | 16.4% | −3,344−6.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 95,942 | $1,516 萬 | 11.9% | −4,815−4.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 25,854 | $1,286 萬 | 10.1% | −962−3.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 60,310 | $1,237 萬 | 9.7% | −4,309−6.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 42,082 | $923.2 萬 | 7.2% | −840−2.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 35,091 | $618.4 萬 | 4.8% | −8,131−18.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,236 | $419.3 萬 | 3.3% | −60−1.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,607 | $359.1 萬 | 2.8% | −415−8.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,211 | $323.5 萬 | 2.5% | +380+7.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,140 | $323.0 萬 | 2.5% | +127+1.2% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,892 | $249.2 萬 | 2.0% | −180−3.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,856 | $214.7 萬 | 1.7% | +31+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,153 | $179.4 萬 | 1.4% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 7,671 | $175.5 萬 | 1.4% | −140−1.8% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,219 | $166.5 萬 | 1.3% | −440−7.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $154.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,441 | $150.0 萬 | 1.2% | −75−1.4% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $145.8 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 15,330 | $143.0 萬 | 1.1% | +1,110+7.8% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,165 | $135.0 萬 | 1.1% | −400−3.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,565 | $115.5 萬 | 0.9% | +35+2.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,480 | $103.2 萬 | 0.8% | −200−3.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,800 | $98.2 萬 | 0.8% | −150−3.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 700 | $93.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,213 | $87.6 萬 | 0.7% | +200+6.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,733 | $79.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,226 | $78.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,400 | $76.2 萬 | 0.6% | −900−27.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,328 | $73.8 萬 | 0.6% | −1,643−15.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,394 | $67.1 萬 | 0.5% | −500−10.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,835 | $65.2 萬 | 0.5% | −200−9.8% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $64.6 萬 | 0.5% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 7,902 | $54.8 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,225 | $51.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,618 | $51.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,912 | $50.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $50.3 萬 | 0.4% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,593 | $47.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,260 | $40.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,078 | $39.9 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,401 | $39.8 萬 | 0.3% | −706−7.8% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 1,300 | $38.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 683 | $37.7 萬 | 0.3% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 7,656 | $33.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,430 | $32.0 萬 | 0.3% | +1,430 | 新進 | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,022 | $30.7 萬 | 0.2% | −188−1.2% | 減碼 | – |
| EDConsolidated Edison Inc | Stock | 3,000 | $30.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,175 | $29.8 萬 | 0.2% | −75−6.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,660 | $29.1 萬 | 0.2% | −60−2.2% | 減碼 | – |
| DHRDanaher Corp | Stock | 1,470 | $29.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,167 | $28.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,739 | $28.6 萬 | 0.2% | +2,739 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $28.1 萬 | 0.2% | 00.0% | 不變 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,150 | $28.0 萬 | 0.2% | −1,250−19.5% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,090 | $24.7 萬 | 0.2% | −125−10.3% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,125 | $24.5 萬 | 0.2% | −200−8.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 626 | $24.3 萬 | 0.2% | −200−24.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 5,712 | $24.2 萬 | 0.2% | −360−5.9% | 減碼 | – |
| BXBlackstone Inc. | COM | 1,420 | $21.2 萬 | 0.2% | +1,420 | 新進 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 14,370 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CARMCarisma Therapeutics Inc. | COM | 24,001 | $9,399 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。