Clifford Group, LLC
- SEC CIK
- 0001965522
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 80
- 較 2025 年第 4 季 +4
- 總值
- $1.30 億
- 較 2025 年第 4 季 +$34.9 萬 (+0.3%)
| 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 | 67,213 | $4,016 萬 | 30.9% | +2,402+3.7% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 29,165 | $1,072 萬 | 8.3% | +1,252+4.5% | 加碼 | – |
| Natixis ETF Trust II63875W406 | NATIXIS LOOMIS | 169,796 | $668.8 萬 | 5.2% | +169,796 | 新進 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 85,924 | $638.8 萬 | 4.9% | +967+1.1% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 23,579 | $485.2 萬 | 3.7% | −30,091−56.1% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,601 | $460.6 萬 | 3.5% | +197+3.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,089 | $350.4 萬 | 2.7% | +2,084+11.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 14,717 | $306.5 萬 | 2.4% | +1,450+10.9% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 28,405 | $301.5 萬 | 2.3% | −1,562−5.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,904 | $276.7 萬 | 2.1% | +1,365+14.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,584 | $275.6 萬 | 2.1% | +1,333+16.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,271 | $232.1 萬 | 1.8% | +769+14.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,365 | $228.8 萬 | 1.8% | −125−2.3% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 46,590 | $222.8 萬 | 1.7% | +784+1.7% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,937 | $169.6 萬 | 1.3% | −74−0.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,356 | $157.6 萬 | 1.2% | +46+0.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,599 | $148.7 萬 | 1.1% | +230+9.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,349 | $147.0 萬 | 1.1% | +101+2.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,099 | $126.9 萬 | 1.0% | +1,756+74.9% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 42,691 | $97.8 萬 | 0.8% | +1,197+2.9% | 加碼 | – |
| MSMorgan Stanley | Stock | 5,592 | $92.0 萬 | 0.7% | +300+5.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,039 | $87.2 萬 | 0.7% | +411+15.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,640 | $82.5 萬 | 0.6% | +650+10.9% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,053 | $82.3 萬 | 0.6% | +24+0.6% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 9,143 | $81.1 萬 | 0.6% | +585+6.8% | 加碼 | – |
| CORCencora, Inc. | Stock | 2,348 | $73.8 萬 | 0.6% | +118+5.3% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 12,125 | $69.4 萬 | 0.5% | +403+3.4% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 27,864 | $69.1 萬 | 0.5% | +2,770+11.0% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 8,813 | $68.4 萬 | 0.5% | +577+7.0% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,722 | $67.8 萬 | 0.5% | +407+12.3% | 加碼 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 34,739 | $67.6 萬 | 0.5% | +21,666+165.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,059 | $65.6 萬 | 0.5% | +577+8.9% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 2,997 | $62.6 萬 | 0.5% | +172+6.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,786 | $58.7 萬 | 0.5% | +302+20.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 691 | $58.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,374 | $57.6 萬 | 0.4% | +128+5.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,883 | $56.9 萬 | 0.4% | −130−6.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,173 | $56.2 萬 | 0.4% | +93+8.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,830 | $55.3 萬 | 0.4% | +488+14.6% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,713 | $54.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,875 | $51.2 萬 | 0.4% | +388+11.1% | 加碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 3,477 | $49.9 萬 | 0.4% | −329−8.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 482 | $48.1 萬 | 0.4% | −23−4.6% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 956 | $47.4 萬 | 0.4% | +112+13.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 491 | $45.2 萬 | 0.3% | +49+11.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,877 | $44.7 萬 | 0.3% | +432+17.7% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,999 | $43.3 萬 | 0.3% | −157−7.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,989 | $41.0 萬 | 0.3% | −124−3.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,130 | $40.4 萬 | 0.3% | −18−1.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,017 | $37.8 萬 | 0.3% | +257+33.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $36.0 萬 | 0.3% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,166 | $35.3 萬 | 0.3% | +30+2.6% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 3,626 | $33.6 萬 | 0.3% | −937−20.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,223 | $32.7 萬 | 0.3% | +36+1.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 566 | $31.9 萬 | 0.2% | −12−2.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 484 | $31.6 萬 | 0.2% | +172+55.1% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 3,081 | $31.5 萬 | 0.2% | −97−3.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,092 | $29.6 萬 | 0.2% | +134+14.0% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 334 | $28.9 萬 | 0.2% | +5+1.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 2,240 | $28.6 萬 | 0.2% | +219+10.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 869 | $27.9 萬 | 0.2% | +141+19.4% | 加碼 | – |
| HLTHilton Worldwide Holdings Inc. | COM | 874 | $26.6 萬 | 0.2% | −66−7.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 389 | $25.3 萬 | 0.2% | +6+1.6% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,332 | $25.3 萬 | 0.2% | +142+11.9% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 5,315 | $24.9 萬 | 0.2% | +5,315 | 新進 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $24.8 萬 | 0.2% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 2,497 | $24.0 萬 | 0.2% | +2,497 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 980 | $23.9 萬 | 0.2% | +980 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 725 | $23.6 萬 | 0.2% | +82+12.8% | 加碼 | 歷史 |
| AONAon plc | CL A | 710 | $22.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 1,073 | $22.9 萬 | 0.2% | +1,073 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 390 | $22.5 萬 | 0.2% | +390 | 新進 | – |
| KLACKLA Corp | COM NEW | 150 | $22.1 萬 | 0.2% | +150 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,355 | $21.7 萬 | 0.2% | +60+2.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 441 | $21.7 萬 | 0.2% | −47−9.6% | 減碼 | 歷史 |
| NSPInsperity, Inc. | COM | 7,879 | $21.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,251 | $21.2 萬 | 0.2% | +1,251 | 新進 | 歷史 |
| TTTrane Technologies plc | SHS | 507 | $21.1 萬 | 0.2% | +507 | 新進 | 歷史 |
| BLKBlackRock, Inc. | Stock | 214 | $20.6 萬 | 0.2% | −27−11.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,075 | $20.1 萬 | 0.2% | +190+21.5% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（5 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ACNAccenture plc | Stock | 1,383 | $37.1 萬 | 0.3% | 歷史 |
| PAYXPaychex Inc | Stock | 3,043 | $34.1 萬 | 0.3% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,838 | $24.2 萬 | 0.2% | – |
| SPOTSpotify Technology S.A. | Stock | 400 | $23.2 萬 | 0.2% | 歷史 |
| HONHoneywell International Inc | COM | 1,175 | $22.9 萬 | 0.2% | 歷史 |