Clifford Group, LLC
- SEC CIK
- 0001965522
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/12 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 73
- 較 2024 年第 1 季 +2
- 總值
- $1.24 億
- 較 2024 年第 1 季 +$274.7 萬 (+2.3%)
| 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 | 51,969 | $2,599 萬 | 21.0% | −1,263−2.4% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 242,540 | $1,886 萬 | 15.2% | −11,457−4.5% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 27,279 | $857.1 萬 | 6.9% | +13,542+98.6% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 45,416 | $766.6 萬 | 6.2% | +3,040+7.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,948 | $458.3 萬 | 3.7% | +84+1.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 39,675 | $422.7 萬 | 3.4% | −184−0.5% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 66,750 | $354.0 萬 | 2.9% | −40,455−37.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,144 | $274.6 萬 | 2.2% | −18−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,709 | $245.6 萬 | 2.0% | +1,835+16.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,547 | $241.5 萬 | 1.9% | −403−2.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,497 | $236.8 萬 | 1.9% | −21−0.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,239 | $215.7 萬 | 1.7% | −27−0.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 44,279 | $209.0 萬 | 1.7% | −5,334−10.8% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 62,953 | $205.0 萬 | 1.7% | +3,129+5.2% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 68,654 | $186.9 萬 | 1.5% | +14,035+25.7% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 38,741 | $175.9 萬 | 1.4% | +1,994+5.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,778 | $159.9 萬 | 1.3% | −141−1.6% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,901 | $155.3 萬 | 1.3% | −98−1.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,774 | $116.8 萬 | 0.9% | −99−1.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,179 | $109.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,043 | $96.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,484 | $95.3 萬 | 0.8% | −19−0.3% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,360 | $76.0 萬 | 0.6% | +56+1.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,481 | $75.4 萬 | 0.6% | +14+1.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,510 | $74.4 萬 | 0.6% | −23−0.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 10,086 | $71.4 萬 | 0.6% | −342−3.3% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 31,121 | $70.2 萬 | 0.6% | +1,332+4.5% | 加碼 | – |
| ACNAccenture plc | Stock | 2,286 | $69.4 萬 | 0.6% | +189+9.0% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,991 | $67.9 萬 | 0.5% | −110−1.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,316 | $63.3 萬 | 0.5% | −197−1.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,829 | $63.0 萬 | 0.5% | +24+1.3% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,410 | $62.1 萬 | 0.5% | −10,379−58.3% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 3,744 | $61.8 萬 | 0.5% | −17−0.5% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,349 | $60.9 萬 | 0.5% | −49−2.0% | 減碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 4,485 | $60.5 萬 | 0.5% | −75−1.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,756 | $59.8 萬 | 0.5% | +103+1.8% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,898 | $58.6 萬 | 0.5% | −62−1.6% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 2,601 | $58.6 萬 | 0.5% | −35−1.3% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 4,068 | $57.4 萬 | 0.5% | −34−0.8% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 3,858 | $57.1 萬 | 0.5% | −188−4.6% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 4,952 | $55.6 萬 | 0.4% | +148+3.1% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,620 | $54.8 萬 | 0.4% | −27−0.6% | 減碼 | 歷史 |
| NSPInsperity, Inc. | COM | 5,944 | $54.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,888 | $53.2 萬 | 0.4% | +17+0.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,022 | $53.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,639 | $48.4 萬 | 0.4% | −100−3.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 546 | $46.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 7,527 | $44.5 萬 | 0.4% | −408−5.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 485 | $43.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 6,771 | $40.9 萬 | 0.3% | +324+5.0% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 9,547 | $40.2 萬 | 0.3% | +1,035+12.2% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 1,713 | $39.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 1,130 | $35.4 萬 | 0.3% | −10−0.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 212 | $34.1 萬 | 0.3% | −8−3.6% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 3,819 | $33.7 萬 | 0.3% | −150−3.8% | 減碼 | – |
| DHRDanaher Corp | Stock | 1,306 | $32.6 萬 | 0.3% | −31−2.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 691 | $31.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,187 | $30.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,430 | $30.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 11,927 | $30.3 萬 | 0.2% | +11,927 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $30.0 萬 | 0.2% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 518 | $28.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 523 | $28.5 萬 | 0.2% | +11+2.1% | 加碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 1,141 | $27.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 666 | $27.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,136 | $26.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 957 | $24.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 988 | $21.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 566 | $21.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 710 | $20.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 262 | $20.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $20.2 萬 | 0.2% | +1,793 | 新進 | – |
| MCHPMicrochip Technology Inc | Stock | 2,193 | $20.1 萬 | 0.2% | +2,193 | 新進 | 歷史 |
2024 年第 1 季之後清倉（1 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。