Clifford Group, LLC
- SEC CIK
- 0001965522
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 76
- 較 2025 年第 3 季 −5
- 總值
- $1.29 億
- 較 2025 年第 3 季 +$109.4 萬 (+0.9%)
| 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 | 64,811 | $4,065 萬 | 31.4% | +1,060+1.7% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 27,913 | $1,152 萬 | 8.9% | +251+0.9% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 53,670 | $1,122 萬 | 8.7% | +288+0.5% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 84,957 | $606.7 萬 | 4.7% | +373+0.4% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,404 | $482.7 萬 | 3.7% | +78+1.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 18,005 | $335.8 萬 | 2.6% | −1,686−8.6% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 29,967 | $321.0 萬 | 2.5% | −16−0.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 13,267 | $306.2 萬 | 2.4% | −170−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,502 | $266.1 萬 | 2.1% | −87−1.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,490 | $259.8 萬 | 2.0% | −318−5.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,539 | $259.3 萬 | 2.0% | −139−1.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,251 | $258.3 萬 | 2.0% | −504−5.8% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 45,806 | $219.8 萬 | 1.7% | −178−0.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,310 | $171.1 萬 | 1.3% | −43−0.8% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,011 | $168.5 萬 | 1.3% | −23−0.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,369 | $156.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,248 | $129.1 萬 | 1.0% | −151−3.4% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,029 | $103.6 萬 | 0.8% | −14−0.3% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 41,494 | $95.5 萬 | 0.7% | +4,028+10.8% | 加碼 | – |
| MSMorgan Stanley | Stock | 5,292 | $93.9 萬 | 0.7% | −183−3.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,628 | $82.5 萬 | 0.6% | −11−0.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,343 | $81.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 8,558 | $75.7 萬 | 0.6% | +471+5.8% | 加碼 | – |
| CORCencora, Inc. | Stock | 2,230 | $75.3 萬 | 0.6% | −70−3.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,013 | $70.6 萬 | 0.5% | −41−2.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,990 | $66.7 萬 | 0.5% | +3,120+108.7% | 加碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 3,806 | $66.3 萬 | 0.5% | +43+1.1% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 2,825 | $64.3 萬 | 0.5% | −18−0.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,236 | $63.4 萬 | 0.5% | −277−3.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 25,094 | $62.6 萬 | 0.5% | −857−3.3% | 減碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 11,722 | $61.7 萬 | 0.5% | +466+4.1% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 691 | $60.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,156 | $55.8 萬 | 0.4% | −15−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,080 | $54.3 萬 | 0.4% | +407+60.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,482 | $52.0 萬 | 0.4% | −314−4.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,246 | $52.0 萬 | 0.4% | −192−7.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,113 | $51.5 萬 | 0.4% | −135−3.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,484 | $51.1 萬 | 0.4% | −34−2.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,342 | $47.9 萬 | 0.4% | −256−7.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 442 | $47.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,713 | $46.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,487 | $44.5 萬 | 0.3% | +88+2.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 505 | $43.6 萬 | 0.3% | −20−3.8% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,315 | $42.8 萬 | 0.3% | +64+2.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,187 | $42.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 13,073 | $42.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,136 | $42.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 4,563 | $39.0 萬 | 0.3% | +65+1.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,383 | $37.1 萬 | 0.3% | −571−29.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,148 | $36.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 844 | $36.0 萬 | 0.3% | −66−7.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $35.4 萬 | 0.3% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,445 | $35.1 萬 | 0.3% | −31−1.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 760 | $34.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 3,043 | $34.1 萬 | 0.3% | −402−11.7% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 3,178 | $32.6 萬 | 0.3% | −641−16.8% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 958 | $31.6 萬 | 0.2% | −142−12.9% | 減碼 | 歷史 |
| NSPInsperity, Inc. | COM | 7,879 | $30.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 488 | $28.3 萬 | 0.2% | −9−1.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,190 | $27.2 萬 | 0.2% | −14−1.2% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 940 | $27.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 329 | $27.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 578 | $26.9 萬 | 0.2% | −129−18.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 2,021 | $26.7 萬 | 0.2% | +36+1.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 383 | $26.1 萬 | 0.2% | −38−9.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 241 | $25.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $25.3 萬 | 0.2% | 00.0% | 不變 | – |
| AONAon plc | CL A | 710 | $25.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 728 | $24.4 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,838 | $24.2 萬 | 0.2% | −1,159−11.6% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 885 | $23.4 萬 | 0.2% | −32−3.5% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 400 | $23.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,175 | $22.9 萬 | 0.2% | −118−9.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 312 | $21.4 萬 | 0.2% | +312 | 新進 | – |
| ORLYO Reilly Automotive Inc | Stock | 2,295 | $20.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 643 | $20.1 萬 | 0.2% | +643 | 新進 | 歷史 |
2025 年第 3 季之後清倉（7 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 3,758 | $31.4 萬 | 0.2% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 4,743 | $31.3 萬 | 0.2% | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,702 | $26.5 萬 | 0.2% | 歷史 |
| NFLXNetflix Inc | Stock | 207 | $24.8 萬 | 0.2% | 歷史 |
| TTTrane Technologies plc | SHS | 497 | $21.0 萬 | 0.2% | 歷史 |
| MAMastercard Inc | Stock | 367 | $20.9 萬 | 0.2% | 歷史 |
| APPAppLovin Corp | COM CL A | 288 | $20.7 萬 | 0.2% | 歷史 |