Miller Wealth Advisors, LLC
- SEC CIK
- 0001908158
- 最新申報
- 2026/7/29
2022 年第 4 季持倉
持倉截至 2022/12/31,2023/1/26 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 78
- 較 2022 年第 3 季 −13
- 總值
- $1.44 億
- 較 2022 年第 3 季 +$2,149 萬 (+17.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 411,298 | $4,299 萬 | 29.8% | +98,006+31.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 412,779 | $3,663 萬 | 25.4% | +82,659+25.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 236,616 | $3,105 萬 | 21.6% | +42,684+22.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 131,640 | $1,461 萬 | 10.1% | +125,050+1,897.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 55,854 | $1,356 萬 | 9.4% | +9,309+20.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,856 | $61.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,285 | $48.8 萬 | 0.3% | +645+100.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,918 | $47.9 萬 | 0.3% | +1,317+82.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,000 | $24.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| APAAPA Corp | Stock | 4,843 | $22.6 萬 | 0.2% | +41+0.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,468 | $22.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 1,918 | $21.2 萬 | 0.1% | +863+81.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 476 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 534 | $17.5 萬 | 0.1% | +172+47.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 6,400 | $17.4 萬 | 0.1% | +400+6.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 901 | $16.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 2,590 | $16.1 萬 | 0.1% | +617+31.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,042 | $14.6 萬 | 0.1% | +100+10.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,120 | $13.1 萬 | 0.1% | +540+93.1% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 2,000 | $10.7 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 1,021 | $10.6 萬 | 0.1% | +421+70.2% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 1,106 | $10.5 萬 | 0.1% | +456+70.2% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 425 | $10.5 萬 | 0.1% | +213+100.5% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 9,360 | $10.2 萬 | 0.1% | +4,424+89.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 760 | $9.70 萬 | 0.1% | +230+43.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,901 | $8.40 萬 | 0.1% | +805+73.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 500 | $7.90 萬 | 0.1% | +250+100.0% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 1,692 | $6.30 萬 | <0.1% | +846+100.0% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 2,050 | $6.00 萬 | <0.1% | +1,025+100.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 2,044 | $4.00 萬 | <0.1% | +2,044 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 100 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 450 | $3.70 萬 | <0.1% | +450 | 新進 | 歷史 |
| SOSouthern Co | Stock | 500 | $3.60 萬 | <0.1% | +200+66.7% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 481 | $3.60 萬 | <0.1% | +242+101.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 343 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 396 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 269 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OVVOvintiv Inc. | COM | 664 | $3.20 萬 | <0.1% | +216+48.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 100 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 125 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 720 | $2.50 萬 | <0.1% | +13+1.8% | 加碼 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 5,000 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 330 | $2.10 萬 | <0.1% | +50+17.9% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 100 | $1.50 萬 | <0.1% | +50+100.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 200 | $1.50 萬 | <0.1% | +100+100.0% | 加碼 | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 1,758 | $1.40 萬 | <0.1% | +1,758 | 新進 | 歷史 |
| CODQLCoronado Global Resources Inc. | UFO | 10,000 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 60 | $1.30 萬 | <0.1% | −95−61.3% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 70 | $1.00 萬 | <0.1% | +35+100.0% | 加碼 | 歷史 |
| AFGAmerican Financial Group Inc | COM | 75 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CINFCincinnati Financial Corp | COM | 100 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 50 | $9,000 | <0.1% | +25+100.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 73 | $9,000 | <0.1% | +73 | 新進 | 歷史 |
| 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 |
| EMREmerson Electric Co | Stock | 75 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 494 | $6,000 | <0.1% | +494 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 50 | $5,000 | <0.1% | +25+100.0% | 加碼 | 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 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 85 | $5,000 | <0.1% | +85 | 新進 | – |
| KOLDProShares Trust II | ULSHT BLOOMB GAS | 165 | $5,000 | <0.1% | +165 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 45 | $4,000 | <0.1% | +45 | 新進 | 歷史 |
| VVVValvoline Inc | COM | 137 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 260 | $3,000 | <0.1% | +5+2.0% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 50 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 49 | $3,000 | <0.1% | +19+63.3% | 加碼 | 歷史 |
| BRCCBRC Inc. | COM CL A | 539 | $3,000 | <0.1% | +539 | 新進 | 歷史 |
| LOGCContextLogic Inc. | COM CL A | 2,936 | $3,000 | <0.1% | +1,468+100.0% | 加碼 | 歷史 |
| OGNOrganon & Co. | Stock | 58 | $2,000 | <0.1% | +24+70.6% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 360 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CNXCNX Resources Corp | COM | 130 | $2,000 | <0.1% | +130 | 新進 | 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 | 20 | $1,000 | <0.1% | +20 | 新進 | 歷史 |
| Direxion Shs ETF Tr25460E521 | DAILY FTSE CHINA | 60 | $1,000 | <0.1% | +60 | 新進 | – |
| VTRSViatris Inc | Stock | 12 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Remote Dynamics Inc75962A303 | COM | 1 | $0 | 0.0% | +1 | 新進 | – |
2022 年第 3 季之後清倉(27 檔)
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JPMorgan Equity Income A4812C0464 | MFA | 40,506 | $85.6 萬 | 0.7% | – |
| American FD Growth FD Of399874106 | COM | 7,284 | $37.7 萬 | 0.3% | – |
| American Funds Growth Fu ND of Amer F399874403 | mf | 7,284 | $37.7 萬 | 0.3% | – |
| American Funds Growth Fu399874304 | MPL | 7,284 | $37.7 萬 | 0.3% | – |
| American Fd Fundamental360802102 | COM | 6,250 | $36.7 萬 | 0.3% | – |
| American Funds Fundament360802409 | MFA | 6,250 | $36.7 萬 | 0.3% | – |
| New Perspective FD Inc648018109 | COM | 5,951 | $28.8 萬 | 0.2% | – |
| American Mutual Fund Inc027681105 | Com | 4,220 | $20.4 萬 | 0.2% | – |
| Schwab 1000 Fund808517106 | FUND | 2,098 | $17.2 萬 | 0.1% | – |
| Schwab Cap Tr S&P 500IDX Sel808509855 | COM | 2,874 | $16.8 萬 | 0.1% | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,233 | $15.2 萬 | 0.1% | 歷史 |
| Invesco Amer Franchise FD-A00142J578 | FD | 8,338 | $15.2 萬 | 0.1% | – |
| American Funds Invmt Co461308108 | ETF | 3,175 | $13.0 萬 | 0.1% | – |
| American Fd Washington939330106 | COM | 2,541 | $12.9 萬 | 0.1% | – |
| Vanguard Dividend Growth921908604 | DIV GRW FD | 1,604 | $5.40 萬 | <0.1% | – |
| American Funds Income Fu453320400 | MFA | 2,357 | $5.40 萬 | <0.1% | – |
| SKXSkechers USA Inc | CL A | 900 | $3.20 萬 | <0.1% | 歷史 |
| American Centy Mut FDS Inc Ult025083882 | MF | 404 | $2.40 萬 | <0.1% | – |
| Vanguard Index FDS922908710 | COM | 60 | $2.20 萬 | <0.1% | – |
| SHOOSteven Madden, Ltd. | COM | 539 | $1.70 萬 | <0.1% | 歷史 |
| Fidelity Lowpriced Stoc K316345305 | Com | 195 | $9,000 | <0.1% | – |
| New World Fund649280104 | MUTUAL FUND | 108 | $7,000 | <0.1% | – |
| PSECProspect Capital Corp | COM | 700 | $5,000 | <0.1% | 歷史 |
| Euro Pac Growth FD SH Ben Int298706102 | COMMON | 111 | $5,000 | <0.1% | – |
| American Funds Neco A643822109 | MUTUAL FUND | 111 | $5,000 | <0.1% | – |
| ASOAcademy Sports & Outdoors, Inc. | COM | 60 | $2,000 | <0.1% | 歷史 |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 25 | $1,000 | <0.1% | – |