Sandy Cove Advisors, LLC
- SEC CIK
- 0001908217
- 最新申報
- 2026/7/7
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/4 申報。只含多頭部位。
- 持股檔數
- 394
- 2021 年第 3 季沒有申報
- 總值
- $1.19 億
- 2021 年第 3 季沒有申報
Sandy Cove Advisors, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 36,654 | $1,600 萬 | 13.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 112,151 | $906.5 萬 | 7.6% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 34,517 | $879.4 萬 | 7.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 32,189 | $727.5 萬 | 6.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,495 | $576.7 萬 | 4.9% | – | – | – |
| AAPLApple Inc. | Stock | 30,032 | $533.3 萬 | 4.5% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 44,299 | $330.6 萬 | 2.8% | – | – | – |
| EXASExact Sciences Corp | COM | 42,350 | $329.6 萬 | 2.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,143 | $307.5 萬 | 2.6% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,277 | $250.6 萬 | 2.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 5,558 | $182.9 萬 | 1.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 568 | $164.6 萬 | 1.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,962 | $148.4 萬 | 1.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 418 | $139.4 萬 | 1.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 6,066 | $136.5 萬 | 1.1% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 15,218 | $129.9 萬 | 1.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 21,500 | $127.3 萬 | 1.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,706 | $124.7 萬 | 1.0% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 4,910 | $108.1 萬 | 0.9% | – | – | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 20,339 | $107.8 萬 | 0.9% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 15,830 | $105.0 萬 | 0.9% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 4,815 | $100.4 萬 | 0.8% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 17,711 | $95.3 萬 | 0.8% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 7,154 | $92.6 萬 | 0.8% | – | – | 歷史 |
| CBChubb Ltd | Stock | 4,450 | $86.0 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,785 | $85.2 萬 | 0.7% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 3,430 | $84.7 萬 | 0.7% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,111 | $78.9 萬 | 0.7% | – | – | – |
| PFEPfizer Inc | Stock | 11,409 | $67.4 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,753 | $66.5 萬 | 0.6% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,595 | $66.1 萬 | 0.6% | – | – | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 7,114 | $66.0 萬 | 0.6% | – | – | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 6,603 | $65.6 萬 | 0.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,762 | $61.5 萬 | 0.5% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,597 | $61.5 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,813 | $60.4 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,841 | $60.2 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,479 | $59.5 萬 | 0.5% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 3,108 | $56.8 萬 | 0.5% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 31,065 | $56.6 萬 | 0.5% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 921 | $55.5 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,239 | $50.7 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 7,268 | $47.1 萬 | 0.4% | – | – | – |
| SQZSQZ Biotechnologies Co | COM | 51,707 | $46.2 萬 | 0.4% | – | – | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 16,500 | $44.5 萬 | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,600 | $44.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,738 | $39.5 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 132 | $38.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,554 | $38.1 萬 | 0.3% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 1,500 | $37.6 萬 | 0.3% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,145 | $33.8 萬 | 0.3% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 1,369 | $33.4 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,065 | $32.5 萬 | 0.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,279 | $32.4 萬 | 0.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,869 | $32.2 萬 | 0.3% | – | – | – |
| NOWServiceNow, Inc. | Stock | 488 | $31.7 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,394 | $28.9 萬 | 0.2% | – | – | – |
| NKENIKE, Inc. | Stock | 1,694 | $28.2 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 2,204 | $28.1 萬 | 0.2% | – | – | – |
| ADSKAutodesk, Inc. | COM | 980 | $27.6 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,487 | $25.8 萬 | 0.2% | – | – | – |
| ETNEaton Corp plc | Stock | 1,465 | $25.3 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 499 | $25.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 886 | $25.1 萬 | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 437 | $24.8 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,000 | $24.3 萬 | 0.2% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 3,875 | $24.2 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,721 | $23.3 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 1,923 | $22.7 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 748 | $22.0 萬 | 0.2% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 2,160 | $21.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,247 | $21.0 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,817 | $20.8 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 1,005 | $20.8 萬 | 0.2% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 2,000 | $20.6 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,384 | $20.5 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 2,399 | $20.3 萬 | 0.2% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 302 | $20.2 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,550 | $20.1 萬 | 0.2% | – | – | – |
| iShares Tr464287812 | US CONSM STAPLES | 1,000 | $20.0 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 761 | $19.3 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,460 | $18.9 萬 | 0.2% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 729 | $18.6 萬 | 0.2% | – | – | 歷史 |
| ACNAccenture plc | Stock | 440 | $18.2 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 499 | $17.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,046 | $17.9 萬 | 0.2% | – | – | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 11,360 | $16.8 萬 | 0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 259 | $16.7 萬 | 0.1% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 441 | $16.3 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 943 | $16.2 萬 | 0.1% | – | – | – |
| iShares Tr464289883 | CORE 30 70 ETF | 4,000 | $16.0 萬 | 0.1% | – | – | – |
| AIZAssurant, Inc. | Stock | 1,000 | $15.6 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 3,010 | $15.5 萬 | 0.1% | – | – | 歷史 |
| MFCManulife Financial Corp | COM | 7,760 | $14.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 848 | $14.6 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,250 | $14.2 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 331 | $13.7 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 2,000 | $13.7 萬 | 0.1% | – | – | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 372 | $13.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 1,507 | $13.2 萬 | 0.1% | – | – | – |