Carson Advisory Inc.
- SEC CIK
- 0001909304
- 最新申報
- 2026/8/11
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/8 申報。只含多頭部位。
- 持股檔數
- 134
- 2021 年第 3 季沒有申報
- 總值
- $9,870 萬
- 2021 年第 3 季沒有申報
Carson Advisory Inc. 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 |
|---|---|---|---|---|---|---|---|
| SOSouthern Co | Stock | 71,218 | $488.4 萬 | 4.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,448 | $402.1 萬 | 4.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 21,236 | $377.1 萬 | 3.8% | – | – | 歷史 |
| EIXEdison International | Stock | 55,101 | $376.1 萬 | 3.8% | – | – | 歷史 |
| TAT&T Inc. | Stock | 151,225 | $372.0 萬 | 3.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,370 | $281.5 萬 | 2.9% | – | – | 歷史 |
| BACBank of America Corp | Stock | 61,976 | $275.7 萬 | 2.8% | – | – | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 52,379 | $250.7 萬 | 2.5% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 29,713 | $233.4 萬 | 2.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,498 | $228.2 萬 | 2.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 15,492 | $207.1 萬 | 2.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 17,873 | $187.5 萬 | 1.9% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 8,082 | $173.2 萬 | 1.8% | – | – | 歷史 |
| WDWalker & Dunlop, Inc. | COM | 10,350 | $156.2 萬 | 1.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 8,424 | $144.1 萬 | 1.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 23,773 | $140.4 萬 | 1.4% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 14,706 | $138.9 萬 | 1.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 22,740 | $134.6 萬 | 1.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,211 | $130.0 萬 | 1.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 7,478 | $122.3 萬 | 1.2% | – | – | 歷史 |
| AFLAflac Inc | Stock | 20,876 | $121.9 萬 | 1.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 10,203 | $118.4 萬 | 1.2% | – | – | – |
| KHCKraft Heinz Co | Stock | 31,874 | $114.4 萬 | 1.2% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 27,600 | $113.7 萬 | 1.2% | – | – | 歷史 |
| CCitigroup Inc | Stock | 18,532 | $111.9 萬 | 1.1% | – | – | 歷史 |
| XUnited States Steel Corp | COM | 46,800 | $111.4 萬 | 1.1% | – | – | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 26,720 | $98.7 萬 | 1.0% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 15,444 | $98.2 萬 | 1.0% | – | – | – |
| PRUPrudential Financial Inc | Stock | 8,687 | $94.0 萬 | 1.0% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 30,675 | $92.6 萬 | 0.9% | – | – | – |
| NEMNEWMONT Corp | Stock | 14,736 | $91.4 萬 | 0.9% | – | – | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 37,500 | $91.1 萬 | 0.9% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 3,270 | $84.5 萬 | 0.9% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 12,300 | $84.0 萬 | 0.9% | – | – | – |
| CGCarlyle Group Inc. | COM | 15,200 | $83.4 萬 | 0.8% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,407 | $80.6 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,307 | $77.6 萬 | 0.8% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 16,112 | $77.3 萬 | 0.8% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 14,501 | $75.3 萬 | 0.8% | – | – | 歷史 |
| WHRWhirlpool Corp | Stock | 3,185 | $74.7 萬 | 0.8% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 18,180 | $71.0 萬 | 0.7% | – | – | 歷史 |
| KRPKimbell Royalty Partners, LP | UNIT | 50,754 | $69.2 萬 | 0.7% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 50,347 | $68.1 萬 | 0.7% | – | – | 歷史 |
| PCGPG&E Corp | Stock | 53,800 | $65.3 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,361 | $64.9 萬 | 0.7% | – | – | – |
| CVXChevron Corp | Stock | 5,403 | $63.4 萬 | 0.6% | – | – | 歷史 |
| SLGSL Green Realty Corp | COM | 8,303 | $59.5 萬 | 0.6% | – | – | 歷史 |
| BABoeing Co | Stock | 2,870 | $57.8 萬 | 0.6% | – | – | 歷史 |
| KMXCarMax Inc | COM | 4,337 | $56.5 萬 | 0.6% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,364 | $56.4 萬 | 0.6% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 2,690 | $53.9 萬 | 0.5% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 7,800 | $53.2 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 149 | $49.7 萬 | 0.5% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,827 | $49.1 萬 | 0.5% | – | – | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 7,474 | $47.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,863 | $45.0 萬 | 0.5% | – | – | – |
| NWLNewell Brands Inc. | Stock | 20,327 | $44.4 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,460 | $42.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,483 | $42.6 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 6,940 | $42.5 萬 | 0.4% | – | – | 歷史 |
| NKGNuveen Georgia Quality Municipal Income Fund | COM | 30,868 | $42.5 萬 | 0.4% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 4,497 | $41.9 萬 | 0.4% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 2,560 | $41.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,650 | $41.2 萬 | 0.4% | – | – | – |
| MMM3M Co | Stock | 2,297 | $40.8 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,213 | $40.0 萬 | 0.4% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,267 | $39.4 萬 | 0.4% | – | – | – |
| APOApollo Global Management, Inc. | COM CL A | 5,382 | $39.0 萬 | 0.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,702 | $38.0 萬 | 0.4% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,536 | $37.9 萬 | 0.4% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 6,479 | $37.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,488 | $37.0 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,725 | $36.9 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,541 | $36.8 萬 | 0.4% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,592 | $35.8 萬 | 0.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,795 | $35.4 萬 | 0.4% | – | – | 歷史 |
| WRKWestRock Co | COM | 7,550 | $33.5 萬 | 0.3% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 2,583 | $33.4 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,995 | $32.5 萬 | 0.3% | – | – | – |
| STAGSTAG Industrial, Inc. | COM | 6,699 | $32.1 萬 | 0.3% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,803 | $32.0 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,058 | $31.9 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,130 | $31.2 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 599 | $30.1 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,727 | $30.0 萬 | 0.3% | – | – | 歷史 |
| FFord Motor Co | Stock | 13,900 | $28.9 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,640 | $28.9 萬 | 0.3% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 740 | $28.9 萬 | 0.3% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 2,056 | $28.5 萬 | 0.3% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,490 | $28.2 萬 | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 2,403 | $28.1 萬 | 0.3% | – | – | 歷史 |
| CBChubb Ltd | Stock | 1,415 | $27.4 萬 | 0.3% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,586 | $27.4 萬 | 0.3% | – | – | – |
| CLColgate Palmolive Co | Stock | 3,216 | $27.4 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 948 | $26.8 萬 | 0.3% | – | – | – |
| VFFVillage Farms International, Inc. | COM | 41,725 | $26.8 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,328 | $26.7 萬 | 0.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,193 | $26.4 萬 | 0.3% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,934 | $26.1 萬 | 0.3% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 3,447 | $25.9 萬 | 0.3% | – | – | 歷史 |