Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 72
- 較 2026 年第 1 季 +8
- 總值
- $1.49 億
- 較 2026 年第 1 季 +$2,306 萬 (+18.3%)
| 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 | 169,447 | $2,104 萬 | 14.1% | +1,507+0.9% | 加碼依 4 比 1 拆股換算 | – |
| NVDANVIDIA Corp | Stock | 89,547 | $1,792 萬 | 12.0% | +370+0.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 56,523 | $1,636 萬 | 11.0% | −564−1.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 31,305 | $1,119 萬 | 7.5% | −147−0.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 40,952 | $976.0 萬 | 6.5% | +285+0.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 22,969 | $856.8 萬 | 5.7% | +123+0.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,779 | $453.2 萬 | 3.0% | +20+0.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,693 | $439.0 萬 | 2.9% | +58+1.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,827 | $436.4 萬 | 2.9% | +90+1.6% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,646 | $430.9 萬 | 2.9% | −373−6.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,916 | $357.3 萬 | 2.4% | +126+1.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,228 | $222.9 萬 | 1.5% | −70−0.7% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 27,555 | $198.8 萬 | 1.3% | +2,475+9.9% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,800 | $197.8 萬 | 1.3% | −100−1.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,452 | $192.3 萬 | 1.3% | +451+9.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,345 | $175.1 萬 | 1.2% | −159−6.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,044 | $170.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $149.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,647 | $137.8 萬 | 0.9% | −479−11.6% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 8,440 | $131.9 萬 | 0.9% | +925+12.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 3,622 | $128.0 萬 | 0.9% | +1,362+60.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,334 | $119.9 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 16,250 | $116.0 萬 | 0.8% | +6,520+67.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,016 | $113.6 萬 | 0.8% | +21+1.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,396 | $111.6 萬 | 0.7% | +10.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,300 | $96.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,320 | $92.7 萬 | 0.6% | +40+0.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,660 | $90.0 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 774 | $89.3 萬 | 0.6% | +774 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 3,951 | $88.1 萬 | 0.6% | −845−17.6% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,845 | $85.5 萬 | 0.6% | −150−5.0% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,984 | $80.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,835 | $63.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 4,473 | $62.5 萬 | 0.4% | −775−14.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,476 | $62.3 萬 | 0.4% | +300+13.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,571 | $59.2 萬 | 0.4% | +75+2.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,760 | $55.5 萬 | 0.4% | +3,035+175.9% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,100 | $53.4 萬 | 0.4% | −30−1.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,660 | $52.8 萬 | 0.4% | +578+14.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,350 | $48.0 萬 | 0.3% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 3,030 | $47.5 萬 | 0.3% | +92+3.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 633 | $46.6 萬 | 0.3% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 965 | $46.1 萬 | 0.3% | −50−4.9% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 793 | $46.1 萬 | 0.3% | +793 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 1,075 | $45.8 萬 | 0.3% | +1,075 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,152 | $45.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,595 | $44.9 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,350 | $44.8 萬 | 0.3% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 415 | $44.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PSAPublic Storage | COM | 1,300 | $41.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,350 | $39.0 萬 | 0.3% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 6,618 | $37.7 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,100 | $35.7 萬 | 0.2% | +250+13.5% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,295 | $34.0 萬 | 0.2% | −400−14.8% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $33.3 萬 | 0.2% | 00.0% | 不變 | – |
| EDConsolidated Edison Inc | Stock | 3,000 | $33.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 720 | $31.2 萬 | 0.2% | +720 | 新進 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 1,795 | $30.7 萬 | 0.2% | +1,795 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,739 | $29.5 萬 | 0.2% | 00.0% | 不變 | – |
| SCHWSchwab Charles Corp | Stock | 3,167 | $29.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 450 | $28.8 萬 | 0.2% | +450 | 新進 | – |
| VZVerizon Communications Inc | Stock | 6,391 | $27.1 萬 | 0.2% | −415−6.1% | 減碼 | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 14,144 | $26.8 萬 | 0.2% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 251 | $25.3 萬 | 0.2% | +1+0.4% | 加碼 | 歷史 |
| HONHoneywell International Inc | Stock | 1,113 | $24.9 萬 | 0.2% | +1,113 | 新進 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 1,112 | $24.6 萬 | 0.2% | +1,112 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 2,125 | $24.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,846 | $23.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 950 | $22.6 萬 | 0.2% | +950 | 新進 | 歷史 |
| GLWCorning Inc | COM | 875 | $22.4 萬 | 0.1% | +875 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,703 | $22.1 萬 | 0.1% | +10.0% | 加碼 | – |
| SYYSysco Corp | Stock | 2,450 | $20.5 萬 | 0.1% | +2,450 | 新進 | 歷史 |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。