Clifford Group, LLC
- SEC CIK
- 0001965522
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 81
- 較 2025 年第 2 季 −2
- 總值
- $1.28 億
- 較 2025 年第 2 季 +$666.8 萬 (+5.5%)
| 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 | 63,751 | $3,904 萬 | 30.4% | +1,555+2.5% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 53,382 | $1,117 萬 | 8.7% | +1,394+2.7% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 27,662 | $1,113 萬 | 8.7% | −263−0.9% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 84,584 | $573.7 萬 | 4.5% | −634−0.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,326 | $472.3 萬 | 3.7% | −229−3.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 19,691 | $367.4 萬 | 2.9% | −232−1.2% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 29,983 | $319.3 萬 | 2.5% | −13,125−30.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 13,437 | $295.0 萬 | 2.3% | +21+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,589 | $289.5 萬 | 2.3% | −429−7.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,808 | $272.1 萬 | 2.1% | −85−1.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,678 | $246.4 萬 | 1.9% | −189−1.9% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 45,984 | $221.7 萬 | 1.7% | +3,225+7.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,755 | $212.8 萬 | 1.7% | +24+0.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,369 | $174.0 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,353 | $168.9 萬 | 1.3% | −159−2.9% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,034 | $163.6 萬 | 1.3% | −20.0% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,399 | $122.9 萬 | 1.0% | −940−17.6% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,043 | $118.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 5,475 | $87.0 萬 | 0.7% | −527−8.8% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 37,466 | $86.6 萬 | 0.7% | +1,603+4.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 2,343 | $77.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 3,763 | $77.3 萬 | 0.6% | −263−6.5% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 8,087 | $73.9 萬 | 0.6% | +1,066+15.2% | 加碼 | – |
| CORCencora, Inc. | Stock | 2,300 | $71.9 萬 | 0.6% | −126−5.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,054 | $70.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,171 | $67.2 萬 | 0.5% | −36−1.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 25,951 | $64.7 萬 | 0.5% | +8,573+49.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,639 | $64.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | Stock | 2,843 | $62.4 萬 | 0.5% | −140−4.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,187 | $61.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,518 | $61.5 萬 | 0.5% | −115−7.0% | 減碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 11,256 | $59.5 萬 | 0.5% | +383+3.5% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 8,513 | $58.2 萬 | 0.5% | −846−9.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,438 | $57.6 萬 | 0.4% | +137+6.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,248 | $56.9 萬 | 0.4% | +236+5.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,598 | $55.3 萬 | 0.4% | −349−8.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 691 | $55.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 6,796 | $51.3 萬 | 0.4% | +914+15.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 525 | $48.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 1,954 | $48.2 萬 | 0.4% | +226+13.1% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,251 | $44.2 萬 | 0.3% | +219+7.2% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 3,445 | $43.7 萬 | 0.3% | −309−8.2% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 910 | $43.2 萬 | 0.3% | +164+22.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,148 | $43.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,713 | $42.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,399 | $38.9 萬 | 0.3% | +455+15.5% | 加碼 | 歷史 |
| NSPInsperity, Inc. | COM | 7,879 | $38.8 萬 | 0.3% | +1,935+32.6% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 3,819 | $38.2 萬 | 0.3% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 1,100 | $38.0 萬 | 0.3% | +102+10.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,136 | $37.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 13,073 | $36.2 萬 | 0.3% | −1,095−7.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $34.9 萬 | 0.3% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,476 | $34.8 萬 | 0.3% | +268+12.1% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 4,498 | $34.4 萬 | 0.3% | +4,498 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 673 | $33.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 760 | $33.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 442 | $33.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 707 | $32.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,758 | $31.4 萬 | 0.2% | +1,486+65.4% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 4,743 | $31.3 萬 | 0.2% | +960+25.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,870 | $29.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 241 | $28.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 421 | $28.0 萬 | 0.2% | −28−6.2% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 400 | $27.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,997 | $27.3 萬 | 0.2% | +1,139+12.9% | 加碼 | – |
| HONHoneywell International Inc | COM | 1,293 | $27.2 萬 | 0.2% | −24−1.8% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,702 | $26.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 329 | $25.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 710 | $25.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 1,985 | $25.3 萬 | 0.2% | +310+18.5% | 加碼 | – |
| NFLXNetflix Inc | Stock | 207 | $24.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,295 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $24.7 萬 | 0.2% | 00.0% | 不變 | – |
| HLTHilton Worldwide Holdings Inc. | COM | 940 | $24.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 497 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 728 | $23.9 萬 | 0.2% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 1,204 | $23.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 917 | $21.7 萬 | 0.2% | −279−23.3% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 497 | $21.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 367 | $20.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| APPAppLovin Corp | COM CL A | 288 | $20.7 萬 | 0.2% | +288 | 新進 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。