Clifford Group, LLC
- SEC CIK
- 0001965522
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 83
- 較 2025 年第 1 季 +7
- 總值
- $1.22 億
- 較 2025 年第 1 季 +$1,468 萬 (+13.7%)
| 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 | 62,196 | $3,533 萬 | 29.0% | +2,520+4.2% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 27,925 | $1,023 萬 | 8.4% | +858+3.2% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 51,988 | $1,002 萬 | 8.2% | +1,979+4.0% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 85,218 | $541.0 萬 | 4.4% | −1,709−2.0% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 43,108 | $450.4 萬 | 3.7% | +520+1.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,555 | $434.8 萬 | 3.6% | +449+7.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 19,923 | $314.8 萬 | 2.6% | −10−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,018 | $299.3 萬 | 2.5% | −23−0.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,416 | $294.3 萬 | 2.4% | −189−1.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,893 | $250.2 萬 | 2.1% | −176−2.9% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 42,759 | $204.5 萬 | 1.7% | −3,327−7.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,867 | $202.4 萬 | 1.7% | −723−6.8% | 減碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 39,604 | $183.5 萬 | 1.5% | −2,509−6.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,369 | $174.9 萬 | 1.4% | −2−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,512 | $159.8 萬 | 1.3% | −225−3.9% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,036 | $156.1 萬 | 1.3% | −211−2.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,731 | $153.9 萬 | 1.3% | −125−1.4% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,043 | $124.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,339 | $120.9 萬 | 1.0% | −69−1.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,002 | $84.5 萬 | 0.7% | −61−1.0% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 35,863 | $82.4 萬 | 0.7% | +1,130+3.3% | 加碼 | – |
| VVisa Inc. | Stock | 2,054 | $72.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 2,426 | $72.7 萬 | 0.6% | −33−1.3% | 減碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 4,026 | $72.5 萬 | 0.6% | −7−0.2% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,207 | $70.6 萬 | 0.6% | +10+0.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,359 | $64.9 萬 | 0.5% | +218+2.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,343 | $64.6 萬 | 0.5% | −126−5.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,947 | $62.9 萬 | 0.5% | +30+0.8% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,021 | $62.5 萬 | 0.5% | +256+3.8% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,633 | $59.9 萬 | 0.5% | +25+1.6% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 3,754 | $54.6 萬 | 0.4% | +70+1.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,012 | $54.6 萬 | 0.4% | +34+0.9% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 10,873 | $53.5 萬 | 0.4% | +401+3.8% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 2,301 | $52.9 萬 | 0.4% | −575−20.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 525 | $52.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 1,728 | $51.7 萬 | 0.4% | −21−1.2% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 2,983 | $50.3 萬 | 0.4% | +41+1.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 691 | $48.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,187 | $47.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 14,168 | $47.6 萬 | 0.4% | +385+2.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,639 | $46.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 17,378 | $43.1 萬 | 0.4% | +2,190+14.4% | 加碼 | – |
| ETNEaton Corp plc | Stock | 1,148 | $41.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 5,882 | $40.8 萬 | 0.3% | −809−12.1% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,713 | $40.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,136 | $36.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 3,032 | $36.2 萬 | 0.3% | −363−10.7% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 3,819 | $36.1 萬 | 0.3% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 707 | $36.0 萬 | 0.3% | +129+22.3% | 加碼 | 歷史 |
| NSPInsperity, Inc. | COM | 5,944 | $35.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 746 | $35.0 萬 | 0.3% | +746 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 442 | $34.5 萬 | 0.3% | −48−9.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 673 | $32.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,196 | $32.6 萬 | 0.3% | +196+19.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $32.6 萬 | 0.3% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 998 | $31.1 萬 | 0.3% | −246−19.8% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,944 | $30.9 萬 | 0.3% | +259+9.6% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 3,783 | $30.8 萬 | 0.3% | +83+2.2% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 400 | $30.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,317 | $30.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,208 | $29.2 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,870 | $28.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 449 | $27.7 萬 | 0.2% | −227−33.6% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 207 | $27.7 萬 | 0.2% | +207 | 新進 | 歷史 |
| AONAon plc | CL A | 710 | $25.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 241 | $25.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,702 | $25.2 萬 | 0.2% | +2,702 | 新進 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 940 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 807 | $24.6 萬 | 0.2% | +807 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 760 | $24.1 萬 | 0.2% | +760 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 329 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,204 | $23.8 萬 | 0.2% | −7−0.6% | 減碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 6,570 | $23.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,858 | $23.5 萬 | 0.2% | +1,500+20.4% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $23.0 萬 | 0.2% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 2,272 | $22.9 萬 | 0.2% | +254+12.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 728 | $22.1 萬 | 0.2% | 00.0% | 不變 | – |
| TTTrane Technologies plc | SHS | 497 | $21.7 萬 | 0.2% | +497 | 新進 | 歷史 |
| TDGTransDigm Group INC | COM | 142 | $21.6 萬 | 0.2% | +142 | 新進 | 歷史 |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 1,675 | $20.9 萬 | 0.2% | +1,675 | 新進 | – |
| ORLYO Reilly Automotive Inc | Stock | 2,295 | $20.7 萬 | 0.2% | 00.0% | 不變依 15 比 1 拆股換算 | 歷史 |
| MAMastercard Inc | Stock | 367 | $20.6 萬 | 0.2% | +367 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 497 | $20.2 萬 | 0.2% | −20−3.9% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。