Miller Wealth Advisors, LLC
- SEC CIK
- 0001908158
- 最新申報
- 2026/7/29
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/8/8 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 91
- 較 2021 年第 4 季 −5
- 總值
- $1.54 億
- 較 2021 年第 4 季 +$537.3 萬 (+3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 16,691 | $5,441 萬 | 35.3% | +36+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 197,373 | $3,446 萬 | 22.4% | +1,691+0.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 304,046 | $2,511 萬 | 16.3% | +38,366+14.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,577 | $1,837 萬 | 11.9% | +194+3.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 47,276 | $1,458 萬 | 9.5% | +1,148+2.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,124 | $247.4 萬 | 1.6% | −75−0.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,856 | $55.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,079 | $33.8 萬 | 0.2% | +493+31.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 6,000 | $29.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 638 | $28.8 萬 | 0.2% | +2+0.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,468 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,000 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APAAPA Corp | Stock | 4,788 | $19.8 萬 | 0.1% | +18+0.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 476 | $19.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 6,233 | $16.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 901 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 1,053 | $14.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 942 | $14.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 377 | $12.4 萬 | 0.1% | +60+18.9% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 1,797 | $10.2 萬 | 0.1% | +207+13.0% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 2,000 | $8.30 萬 | 0.1% | −1,000−33.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 570 | $7.80 萬 | 0.1% | +120+26.7% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 598 | $6.00 萬 | <0.1% | +3+0.5% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 577 | $5.90 萬 | <0.1% | +6+1.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,096 | $5.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 646 | $5.60 萬 | <0.1% | +5+0.8% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 4,936 | $5.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 212 | $4.70 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 510 | $4.50 萬 | <0.1% | +285+126.7% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 757 | $4.50 萬 | <0.1% | +424+127.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 155 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 250 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 846 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 269 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BKRBaker Hughes Co | CL A | 1,025 | $3.70 萬 | <0.1% | −5−0.5% | 減碼 | 歷史 |
| SKXSkechers USA Inc | CL A | 900 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 100 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 100 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 190 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 396 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTDRMatador Resources Co | COM | 543 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 341 | $2.80 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 125 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 1,022 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 280 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OVVOvintiv Inc. | COM | 448 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 5,000 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 300 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 701 | $2.10 萬 | <0.1% | +6+0.9% | 加碼 | 歷史 |
| SHOOSteven Madden, Ltd. | COM | 535 | $2.10 萬 | <0.1% | +3+0.6% | 加碼 | 歷史 |
| SLGSL Green Realty Corp | COM | 249 | $2.00 萬 | <0.1% | −1−0.4% | 減碼 | 歷史 |
| CLRContinental Resources, Inc | COM | 333 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 260 | $1.80 萬 | <0.1% | +155+147.6% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 237 | $1.70 萬 | <0.1% | +2+0.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 54 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CODQLCoronado Global Resources Inc. | UFO | 10,000 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 119 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CINFCincinnati Financial Corp | COM | 100 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 104 | $1.30 萬 | <0.1% | +104 | 新進 | 歷史 |
| ROKURoku, Inc | COM CL A | 100 | $1.30 萬 | <0.1% | +100 | 新進 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 181 | $1.20 萬 | <0.1% | +1+0.6% | 加碼 | – |
| TGTTarget Corp | Stock | 50 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AFGAmerican Financial Group Inc | COM | 75 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 124 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 75 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 45 | $7,000 | <0.1% | +45 | 新進 | 歷史 |
| BRCCBRC Inc. | COM CL A | 355 | $7,000 | <0.1% | +355 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 100 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PSECProspect Capital Corp | COM | 700 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 50 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 100 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 360 | $5,000 | <0.1% | +100+38.5% | 加碼 | 歷史 |
| ASHAshland Inc. | COM | 50 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FCELFuelcell Energy Inc | COM | 848 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 25 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 253 | $4,000 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 35 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VVVValvoline Inc | COM | 137 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PDCEPDC Energy, Inc. | COM | 60 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 25 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 30 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LOGCContextLogic Inc. | COM CL A | 1,468 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK ETF Tr00214Q807 | SPACE & DEFENSE | 100 | $2,000 | <0.1% | 00.0% | 不變 | – |
| ASOAcademy Sports & Outdoors, Inc. | COM | 60 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 34 | $1,000 | <0.1% | +1+3.0% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 20 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 7 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HUNHuntsman CORP | COM | 16 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KIMKimco Realty Corp | COM | 56 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 12 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| ROCCBaytex Energy USA, Inc. | COM | 10 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（9 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HDHome Depot, Inc. | Stock | 160 | $6.60 萬 | <0.1% | 歷史 |
| INDIindie Semiconductor, Inc. | CLASS A COM | 5,385 | $6.50 萬 | <0.1% | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 167 | $1.50 萬 | <0.1% | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 492 | $1.40 萬 | <0.1% | 歷史 |
| SWBISmith & Wesson Brands, Inc. | COM | 410 | $7,000 | <0.1% | 歷史 |
| PLUGPlug Power Inc | Stock | 196 | $6,000 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 100 | $4,000 | <0.1% | 歷史 |
| CRSRCorsair Gaming, Inc. | COM | 165 | $3,000 | <0.1% | 歷史 |
| AOUTAmerican Outdoor Brands, Inc. | COM | 102 | $2,000 | <0.1% | 歷史 |