Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/30 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 64
- 較 2025 年第 4 季 +3
- 總值
- $1.26 億
- 較 2025 年第 4 季 −$1,711 萬 (−11.9%)
| 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 | 41,985 | $1,790 萬 | 14.2% | −6,620−13.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 89,177 | $1,555 萬 | 12.3% | −2,630−2.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 57,087 | $1,449 萬 | 11.5% | −1,800−3.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 31,452 | $904.4 萬 | 7.2% | −2,010−6.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 40,667 | $847.0 萬 | 6.7% | −520−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 22,846 | $845.7 萬 | 6.7% | −1,699−6.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,635 | $461.8 萬 | 3.7% | −269−5.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,737 | $374.7 萬 | 3.0% | +115+2.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 3,759 | $345.7 萬 | 2.7% | −438−10.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,790 | $317.4 萬 | 2.5% | +297+2.8% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,019 | $235.0 萬 | 1.9% | +872+16.9% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,298 | $202.1 萬 | 1.6% | +50.0% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 25,080 | $180.4 萬 | 1.4% | +2,105+9.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,001 | $164.5 萬 | 1.3% | −998−16.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $162.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 5,044 | $152.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $143.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,126 | $127.7 萬 | 1.0% | −700−14.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,995 | $114.1 萬 | 0.9% | +50+2.6% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,515 | $113.8 萬 | 0.9% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 9,333 | $112.3 萬 | 0.9% | +20.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 4,796 | $110.2 萬 | 0.9% | −2,875−37.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,395 | $107.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,900 | $94.6 萬 | 0.7% | +425+7.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 9,730 | $93.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,984 | $92.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,280 | $90.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,300 | $85.5 萬 | 0.7% | −100−4.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $74.3 萬 | 0.6% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 3,496 | $72.3 萬 | 0.6% | −100−2.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,260 | $64.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,659 | $59.4 萬 | 0.5% | −248−3.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,835 | $55.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,938 | $54.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,082 | $50.7 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,225 | $50.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,176 | $47.3 萬 | 0.4% | −2,000−47.9% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,350 | $42.3 萬 | 0.3% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 4,152 | $40.1 萬 | 0.3% | +40+1.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,593 | $38.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 633 | $36.5 萬 | 0.3% | 00.0% | 不變 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,350 | $35.3 萬 | 0.3% | +200+3.3% | 加碼 | – |
| PSAPublic Storage | COM | 1,300 | $35.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,015 | $34.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,806 | $34.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,000 | $34.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,695 | $33.5 萬 | 0.3% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 6,614 | $32.2 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,130 | $32.1 萬 | 0.3% | +375+21.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,350 | $31.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $31.2 萬 | 0.2% | 00.0% | 不變 | – |
| SCHWSchwab Charles Corp | Stock | 3,167 | $29.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 415 | $29.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,739 | $29.1 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 14,144 | $27.1 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,250 | $26.0 萬 | 0.2% | +4,250 | 新進 | – |
| PLTRPalantir Technologies Inc. | Stock | 1,725 | $25.2 萬 | 0.2% | +1,725 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 2,125 | $25.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 5,248 | $23.2 萬 | 0.2% | +5,248 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 1,850 | $22.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,846 | $22.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,170 | $22.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 250 | $21.1 萬 | 0.2% | +1+0.4% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,702 | $20.0 萬 | 0.2% | +3,702 | 新進 | – |
2025 年第 4 季之後清倉（1 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。