Clifford Group, LLC
- SEC CIK
- 0001965522
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 86
- 較 2026 年第 1 季 +6
- 總值
- $1.45 億
- 較 2026 年第 1 季 +$1,478 萬 (+11.4%)
| 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 | 61,299 | $4,210 萬 | 29.1% | −5,914−8.8% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 132,415 | $1,164 萬 | 8.0% | −13,410−9.2% | 減碼依 5 比 1 拆股換算 | – |
| Natixis ETF Trust II63875W406 | NATIXIS LOOMIS | 152,854 | $644.0 萬 | 4.5% | −16,942−10.0% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 80,425 | $615.7 萬 | 4.3% | −5,499−6.4% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 45,472 | $543.5 萬 | 3.8% | −7,336−13.9% | 減碼依 8 比 1 拆股換算 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 22,006 | $541.8 萬 | 3.7% | −1,573−6.7% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 42,687 | $532.6 萬 | 3.7% | +42,687 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 40,360 | $434.4 萬 | 3.0% | +11,955+42.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,424 | $408.7 萬 | 2.8% | +335+1.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,507 | $339.7 萬 | 2.3% | −77−0.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 14,187 | $338.1 萬 | 2.3% | −530−3.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,003 | $318.4 萬 | 2.2% | +99+0.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 18,497 | $229.7 萬 | 1.6% | −2,963−13.8% | 減碼依 4 比 1 拆股換算 | – |
| MSFTMicrosoft Corp | Stock | 6,123 | $228.4 萬 | 1.6% | −148−2.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,198 | $200.5 萬 | 1.4% | −151−3.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,358 | $178.4 萬 | 1.2% | −579−7.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,361 | $175.5 萬 | 1.2% | +5+0.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,512 | $170.4 萬 | 1.2% | +413+10.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,618 | $147.4 萬 | 1.0% | +19+0.7% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 5,257 | $109.9 萬 | 0.8% | −335−6.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,051 | $107.8 萬 | 0.7% | +12+0.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,411 | $98.8 萬 | 0.7% | −402−4.6% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 41,592 | $94.7 萬 | 0.7% | −1,099−2.6% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 4,053 | $90.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 8,254 | $79.6 萬 | 0.6% | −889−9.7% | 減碼 | – |
| WMTWalmart Inc. | Stock | 6,910 | $78.3 萬 | 0.5% | +270+4.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 691 | $69.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 2,453 | $69.4 萬 | 0.5% | +105+4.5% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 10,670 | $67.3 萬 | 0.5% | −1,455−12.0% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 26,256 | $66.8 萬 | 0.5% | −1,608−5.8% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,862 | $65.7 萬 | 0.5% | +76+4.3% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 3,256 | $65.7 萬 | 0.5% | +259+8.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,878 | $64.4 萬 | 0.4% | −5−0.3% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,254 | $61.3 萬 | 0.4% | −120−5.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 504 | $60.5 萬 | 0.4% | +13+2.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,869 | $60.3 萬 | 0.4% | −190−2.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,995 | $58.6 萬 | 0.4% | +165+4.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,166 | $58.3 萬 | 0.4% | −7−0.6% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,427 | $57.9 萬 | 0.4% | −295−7.9% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 1,053 | $54.6 萬 | 0.4% | +97+10.1% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 18,986 | $52.8 萬 | 0.4% | +18,986 | 新進 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 3,822 | $51.3 萬 | 0.4% | +345+9.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,704 | $50.2 萬 | 0.3% | −171−4.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,130 | $48.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,096 | $48.1 萬 | 0.3% | +97+4.9% | 加碼 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 31,634 | $47.8 萬 | 0.3% | −3,105−8.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,120 | $46.6 萬 | 0.3% | +28+2.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,073 | $46.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 1,500 | $45.3 萬 | 0.3% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 470 | $44.0 萬 | 0.3% | −12−2.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 997 | $41.9 萬 | 0.3% | −20−2.0% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,621 | $41.9 萬 | 0.3% | +632+15.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $41.6 萬 | 0.3% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,178 | $39.8 萬 | 0.3% | +12+1.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,891 | $39.1 萬 | 0.3% | +14+0.5% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 582 | $36.9 萬 | 0.3% | +16+2.8% | 加碼 | 歷史 |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 2,205 | $34.1 萬 | 0.2% | −35−1.6% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,997 | $33.0 萬 | 0.2% | −84−2.7% | 減碼 | – |
| ORCLOracle Corp | Stock | 2,235 | $32.8 萬 | 0.2% | +12+0.5% | 加碼 | 歷史 |
| NSPInsperity, Inc. | COM | 7,879 | $32.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 869 | $32.2 萬 | 0.2% | 00.0% | 不變 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 3,885 | $30.9 萬 | 0.2% | +259+7.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 390 | $29.2 萬 | 0.2% | −94−19.4% | 減碼 | – |
| MUMicron Technology Inc | Stock | 253 | $29.2 萬 | 0.2% | +253 | 新進 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $28.1 萬 | 0.2% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 480 | $27.9 萬 | 0.2% | +480 | 新進 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 843 | $27.9 萬 | 0.2% | −31−3.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 374 | $27.5 萬 | 0.2% | −16−4.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 250 | $26.6 萬 | 0.2% | +250 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,015 | $25.8 萬 | 0.2% | +35+3.6% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 334 | $25.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 507 | $24.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 333 | $24.9 萬 | 0.2% | −56−14.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 725 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,296 | $24.7 萬 | 0.2% | −36−2.7% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 2,494 | $24.0 萬 | 0.2% | +2,494 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 741 | $22.1 萬 | 0.2% | +741 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,377 | $21.9 萬 | 0.2% | +22+0.9% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 5,622 | $21.9 萬 | 0.2% | +307+5.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 425 | $21.3 萬 | 0.1% | −16−3.6% | 減碼 | 歷史 |
| AONAon plc | CL A | 641 | $21.3 萬 | 0.1% | −69−9.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 3,188 | $21.0 萬 | 0.1% | +3,188 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 506 | $20.7 萬 | 0.1% | +506 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 972 | $20.7 萬 | 0.1% | +972 | 新進 | – |
| POWLPowell Industries Inc | Stock | 711 | $20.4 萬 | 0.1% | +711 | 新進 | 歷史 |
| BLKBlackRock, Inc. | Stock | 211 | $20.3 萬 | 0.1% | −3−1.4% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（5 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 46,590 | $222.8 萬 | 1.7% | – |
| ADIAnalog Devices Inc | Stock | 1,713 | $54.5 萬 | 0.4% | 歷史 |
| NFLXNetflix Inc | Stock | 2,497 | $24.0 萬 | 0.2% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,251 | $21.2 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,075 | $20.1 萬 | 0.2% | 歷史 |