Miller Wealth Advisors, LLC
- SEC CIK
- 0001908158
- 最新申報
- 2026/7/29
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 91
- 較 2022 年第 2 季 +1
- 總值
- $1.23 億
- 較 2022 年第 2 季 +$208.5 萬 (+1.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 330,120 | $3,506 萬 | 28.6% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 313,292 | $2,683 萬 | 21.9% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 193,932 | $2,651 萬 | 21.6% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,590 | $1,442 萬 | 11.8% | −125,210−95.0% | 減碼依 20 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 46,545 | $1,195 萬 | 9.8% | 00.0% | 不變 | 歷史 |
| JPMorgan Equity Income A4812C0464 | MFA | 40,506 | $85.6 萬 | 0.7% | +40,506 | 新進 | – |
| HONHoneywell International Inc | COM | 2,856 | $49.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| American FD Growth FD Of399874106 | COM | 7,284 | $37.7 萬 | 0.3% | +7,284 | 新進 | – |
| American Funds Growth Fu ND of Amer F399874403 | mf | 7,284 | $37.7 萬 | 0.3% | +7,284 | 新進 | – |
| American Funds Growth Fu399874304 | MPL | 7,284 | $37.7 萬 | 0.3% | +7,284 | 新進 | – |
| American Fd Fundamental360802102 | COM | 6,250 | $36.7 萬 | 0.3% | +6,250 | 新進 | – |
| American Funds Fundament360802409 | MFA | 6,250 | $36.7 萬 | 0.3% | +6,250 | 新進 | – |
| New Perspective FD Inc648018109 | COM | 5,951 | $28.8 萬 | 0.2% | +5,951 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 640 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,601 | $23.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 6,000 | $22.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,468 | $21.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| American Mutual Fund Inc027681105 | Com | 4,220 | $20.4 萬 | 0.2% | +4,220 | 新進 | – |
| CATCaterpillar Inc | Stock | 1,000 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab 1000 Fund808517106 | FUND | 2,098 | $17.2 萬 | 0.1% | +2,098 | 新進 | – |
| APAAPA Corp | Stock | 4,802 | $16.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Cap Tr S&P 500IDX Sel808509855 | COM | 2,874 | $16.8 萬 | 0.1% | +2,874 | 新進 | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,233 | $15.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Amer Franchise FD-A00142J578 | FD | 8,338 | $15.2 萬 | 0.1% | +8,338 | 新進 | – |
| PEPPepsiCo Inc | Stock | 901 | $15.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 476 | $14.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| American Funds Invmt Co461308108 | ETF | 3,175 | $13.0 萬 | 0.1% | +3,175 | 新進 | – |
| American Fd Washington939330106 | COM | 2,541 | $12.9 萬 | 0.1% | +2,541 | 新進 | – |
| OXYOccidental Petroleum Corp | Stock | 1,973 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 942 | $11.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 362 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 1,055 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 580 | $6.20 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 530 | $6.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,096 | $5.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 600 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Growth921908604 | DIV GRW FD | 1,604 | $5.40 萬 | <0.1% | +1,604 | 新進 | – |
| American Funds Income Fu453320400 | MFA | 2,357 | $5.40 萬 | <0.1% | +2,357 | 新進 | – |
| PSXPhillips 66 | Stock | 650 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 212 | $5.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 4,936 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 250 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 269 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 846 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 155 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 100 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKXSkechers USA Inc | CL A | 900 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 343 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BKRBaker Hughes Co | CL A | 1,025 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 100 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 396 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy Mut FDS Inc Ult025083882 | MF | 404 | $2.40 萬 | <0.1% | +404 | 新進 | – |
| ITWIllinois Tool Works Inc | Stock | 125 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 280 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908710 | COM | 60 | $2.20 萬 | <0.1% | +60 | 新進 | – |
| SOSouthern Co | Stock | 300 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 707 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OVVOvintiv Inc. | COM | 448 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 239 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOOSteven Madden, Ltd. | COM | 539 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 5,000 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CINFCincinnati Financial Corp | COM | 100 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CODQLCoronado Global Resources Inc. | UFO | 10,000 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AFGAmerican Financial Group Inc | COM | 75 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Lowpriced Stoc K316345305 | Com | 195 | $9,000 | <0.1% | +195 | 新進 | – |
| KOCoca Cola Co | Stock | 124 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 54 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 50 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| New World Fund649280104 | MUTUAL FUND | 108 | $7,000 | <0.1% | +108 | 新進 | – |
| EMREmerson Electric Co | Stock | 75 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 100 | $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 |
| TMUST-Mobile US, Inc. | Stock | 35 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 100 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ASHAshland Inc. | COM | 50 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PSECProspect Capital Corp | COM | 700 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Euro Pac Growth FD SH Ben Int298706102 | COMMON | 111 | $5,000 | <0.1% | +111 | 新進 | – |
| American Funds Neco A643822109 | MUTUAL FUND | 111 | $5,000 | <0.1% | +111 | 新進 | – |
| JNJJohnson & Johnson | Stock | 25 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VVVValvoline Inc | COM | 137 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 255 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 360 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 25 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 30 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ASOAcademy Sports & Outdoors, Inc. | COM | 60 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LOGCContextLogic Inc. | COM CL A | 1,468 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 25 | $1,000 | <0.1% | +25 | 新進 | – |
| OGNOrganon & Co. | Stock | 34 | $1,000 | <0.1% | 00.0% | 不變 | 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 |
| VTRSViatris Inc | Stock | 12 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（21 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 10,958 | $176.7 萬 | 1.5% | 歷史 |
| SLBSLB Limited | Stock | 2,000 | $7.20 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 455 | $3.50 萬 | <0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 269 | $3.00 萬 | <0.1% | 歷史 |
| MTDRMatador Resources Co | COM | 543 | $2.50 萬 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 190 | $2.40 萬 | <0.1% | 歷史 |
| CLRContinental Resources, Inc | COM | 333 | $2.20 萬 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 1,022 | $2.10 萬 | <0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 333 | $1.80 萬 | <0.1% | 歷史 |
| SLGSL Green Realty Corp | COM | 249 | $1.10 萬 | <0.1% | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 754 | $1.00 萬 | <0.1% | 歷史 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 85 | $5,000 | <0.1% | – |
| SPOTSpotify Technology S.A. | Stock | 45 | $4,000 | <0.1% | 歷史 |
| BRCCBRC Inc. | COM CL A | 539 | $4,000 | <0.1% | 歷史 |
| PDCEPDC Energy, Inc. | COM | 60 | $4,000 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 247 | $3,000 | <0.1% | 歷史 |
| CNXCNX Resources Corp | COM | 130 | $2,000 | <0.1% | 歷史 |
| Collaborative Investmnt Ser19423L565 | TUTTLE CAP SHORT | 30 | $2,000 | <0.1% | – |
| KIMKimco Realty Corp | COM | 56 | $1,000 | <0.1% | 歷史 |
| HUNHuntsman CORP | COM | 16 | $0 | 0.0% | 歷史 |
| ROCCBaytex Energy USA, Inc. | COM | 10 | $0 | 0.0% | 歷史 |