Clifford Group, LLC
- SEC CIK
- 0001965522
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 76
- 較 2024 年第 4 季 +1
- 總值
- $1.07 億
- 較 2024 年第 4 季 −$2,415 萬 (−18.4%)
| 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 | 59,676 | $3,067 萬 | 28.6% | +4,833+8.8% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 50,009 | $861.5 萬 | 8.0% | +3,257+7.0% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 27,067 | $836.0 萬 | 7.8% | +1,276+4.9% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 86,927 | $512.3 萬 | 4.8% | +10,248+13.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 42,588 | $449.0 萬 | 4.2% | +15,509+57.3% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,106 | $331.2 萬 | 3.1% | +157+2.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 13,605 | $258.9 萬 | 2.4% | +55+0.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,590 | $235.2 萬 | 2.2% | −14−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,041 | $226.8 萬 | 2.1% | −163−2.6% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 46,086 | $219.4 萬 | 2.0% | +2,895+6.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,069 | $219.1 萬 | 2.0% | −123−2.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 19,933 | $216.0 萬 | 2.0% | +246+1.2% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 42,113 | $195.0 萬 | 1.8% | −245−0.6% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,247 | $155.2 萬 | 1.4% | −300−3.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,737 | $140.7 萬 | 1.3% | +46+0.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,856 | $136.9 萬 | 1.3% | +29+0.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,371 | $136.7 萬 | 1.3% | +27+1.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,043 | $123.5 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,408 | $89.8 萬 | 0.8% | +36+0.7% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 34,733 | $79.8 萬 | 0.7% | −177−0.5% | 減碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 2,197 | $75.8 萬 | 0.7% | −122−5.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,054 | $72.0 萬 | 0.7% | +86+4.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,063 | $70.7 萬 | 0.7% | −488−7.4% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 2,459 | $68.4 萬 | 0.6% | −236−8.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,876 | $67.9 萬 | 0.6% | −353−10.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,917 | $66.8 萬 | 0.6% | −864−18.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,244 | $65.2 萬 | 0.6% | −235−15.9% | 減碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 4,033 | $65.1 萬 | 0.6% | −212−5.0% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,765 | $61.3 萬 | 0.6% | −665−9.0% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,608 | $58.9 萬 | 0.6% | −202−11.2% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 3,684 | $56.8 萬 | 0.5% | −953−20.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,141 | $56.4 萬 | 0.5% | −2,483−21.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,749 | $54.6 萬 | 0.5% | −540−23.6% | 減碼 | 歷史 |
| NSPInsperity, Inc. | COM | 5,944 | $53.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,978 | $52.8 萬 | 0.5% | −1,588−28.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 525 | $49.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 6,691 | $47.4 萬 | 0.4% | −910−12.0% | 減碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 10,472 | $47.2 萬 | 0.4% | +490+4.9% | 加碼 | – |
| PSXPhillips 66 | Stock | 3,395 | $41.9 萬 | 0.4% | −640−15.9% | 減碼 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 13,783 | $41.7 萬 | 0.4% | +13,783 | 新進 | 歷史 |
| TELTE Connectivity plc | Stock | 2,942 | $41.6 萬 | 0.4% | −791−21.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,469 | $41.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,639 | $41.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 490 | $40.5 萬 | 0.4% | +5+1.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 15,188 | $38.3 萬 | 0.4% | +2,025+15.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 676 | $37.8 萬 | 0.4% | −123−15.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 691 | $37.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 673 | $35.8 萬 | 0.3% | +7+1.1% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 3,819 | $35.2 萬 | 0.3% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 1,713 | $34.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,211 | $33.1 萬 | 0.3% | +243+12.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,148 | $31.2 萬 | 0.3% | +18+1.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,187 | $30.6 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,136 | $30.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $30.5 萬 | 0.3% | 00.0% | 不變 | – |
| PLDPrologis, Inc. | REIT | 2,685 | $30.0 萬 | 0.3% | −838−23.8% | 減碼 | 歷史 |
| AONAon plc | CL A | 710 | $28.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,317 | $27.9 萬 | 0.3% | −56−4.1% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 3,700 | $27.6 萬 | 0.3% | +899+32.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 578 | $27.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,000 | $26.8 萬 | 0.3% | +23+2.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 517 | $25.7 萬 | 0.2% | +27+5.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,870 | $25.2 萬 | 0.2% | +25+0.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,211 | $24.8 萬 | 0.2% | −50−4.0% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 2,201 | $23.0 萬 | 0.2% | +581+35.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 241 | $22.8 萬 | 0.2% | −9−3.6% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,018 | $22.2 萬 | 0.2% | +2,018 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 329 | $22.1 萬 | 0.2% | +329 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 400 | $22.0 萬 | 0.2% | +400 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 153 | $21.9 萬 | 0.2% | +153 | 新進 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 940 | $21.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $20.8 萬 | 0.2% | −1−0.1% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,358 | $20.6 萬 | 0.2% | −749,840−99.0% | 減碼 | – |
| PINSPinterest, Inc. | CL A | 6,570 | $20.4 萬 | 0.2% | −907−12.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 407 | $20.2 萬 | 0.2% | +10+2.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 728 | $20.0 萬 | 0.2% | +728 | 新進 | – |
2024 年第 4 季之後清倉（5 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 72,801 | $238.5 萬 | 1.8% | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 40,748 | $106.7 萬 | 0.8% | – |
| TSLATesla, Inc. | Stock | 750 | $30.3 萬 | 0.2% | 歷史 |
| GLDSPDR Gold Trust | ETF | 857 | $20.8 萬 | 0.2% | 歷史 |
| KKRKKR & Co. Inc. | COM | 1,353 | $20.0 萬 | 0.2% | 歷史 |