Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/28 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 64
- 較 2025 年第 2 季 +3
- 總值
- $1.37 億
- 較 2025 年第 2 季 +$927.9 萬 (+7.3%)
| 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 | 48,831 | $2,287 萬 | 16.7% | −403−0.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 92,497 | $1,726 萬 | 12.6% | −3,445−3.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 59,710 | $1,520 萬 | 11.1% | −600−1.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,879 | $1,289 萬 | 9.4% | −975−3.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 41,232 | $905.3 萬 | 6.6% | −850−2.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 34,047 | $827.7 萬 | 6.0% | −1,044−3.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,683 | $433.5 萬 | 3.2% | +447+10.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,322 | $356.2 萬 | 2.6% | +111+2.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 4,452 | $339.7 萬 | 2.5% | −155−3.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,491 | $330.9 萬 | 2.4% | −649−5.8% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,157 | $252.9 萬 | 1.8% | +265+5.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,058 | $245.4 萬 | 1.8% | +202+3.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,671 | $169.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 5,044 | $167.5 萬 | 1.2% | −175−3.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $166.8 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,021 | $165.6 萬 | 1.2% | −420−7.7% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $150.8 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 15,230 | $149.2 萬 | 1.1% | −100−0.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,565 | $114.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,715 | $109.6 萬 | 0.8% | −2,450−24.1% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 5,250 | $106.9 萬 | 0.8% | +450+9.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,400 | $106.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,480 | $99.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,226 | $97.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 786 | $94.2 萬 | 0.7% | +86+12.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,984 | $90.7 萬 | 0.7% | +251+9.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,395 | $81.5 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,330 | $78.3 萬 | 0.6% | +20.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,213 | $76.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $72.5 萬 | 0.5% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,835 | $62.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,618 | $56.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,905 | $54.1 萬 | 0.4% | +30.0% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $52.8 萬 | 0.4% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 3,912 | $48.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 2,225 | $46.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,593 | $44.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,080 | $42.0 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 683 | $41.0 萬 | 0.3% | 00.0% | 不變 | – |
| PSAPublic Storage | COM | 1,300 | $37.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,150 | $35.4 萬 | 0.3% | +1,000+19.4% | 加碼 | – |
| BACBank of America Corp | Stock | 6,605 | $34.1 萬 | 0.2% | −1,796−21.4% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,505 | $33.9 萬 | 0.2% | +75+5.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,175 | $33.1 萬 | 0.2% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 7,306 | $32.1 萬 | 0.2% | −350−4.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,660 | $31.6 萬 | 0.2% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 2,125 | $31.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,022 | $30.9 萬 | 0.2% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,090 | $30.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,167 | $30.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,000 | $30.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $29.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,739 | $29.2 萬 | 0.2% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | Stock | 1,850 | $27.0 萬 | 0.2% | +1,850 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 1,423 | $24.3 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,170 | $23.2 萬 | 0.2% | −300−20.4% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 950 | $20.4 萬 | 0.1% | +950 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 426 | $20.3 萬 | 0.1% | −200−31.9% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,115 | $20.3 萬 | 0.1% | +1,115 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 2,450 | $20.2 萬 | 0.1% | +2,450 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,692 | $20.0 萬 | 0.1% | +3,692 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,158 | $3.72 萬 | <0.1% | +50.0% | 加碼 | – |
| CARMCarisma Therapeutics Inc. | COM | 24,001 | $6,577 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,260 | – | – | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。