BBJS Financial Advisors, LLC
- SEC CIK
- 0001966040
- 最新申報
- 2024/10/15
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/16 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 172
- 較 2024 年第 1 季 +34
- 總值
- $2.68 億
- 較 2024 年第 1 季 −$1,225 萬 (−4.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1 | $36 | <0.1% | 00.0% | 不變 | – |
| CVMCel Sci Corp | COM PAR NEW | 40 | $47 | <0.1% | 00.0% | 不變 | 歷史 |
| DXCDXC Technology Co | Stock | 8 | $155 | <0.1% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 0 | $359 | <0.1% | −6−100.0% | 減碼 | 歷史 |
| Amplify ETF Tr032108631 | AMPLIFY ALTERNAT | 229 | $762 | <0.1% | +10+4.6% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 30 | $1,018 | <0.1% | 00.0% | 不變 | – |
| SOLVSolventum Corp | Stock | 26 | $1,375 | <0.1% | +26 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 23 | $1,651 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 90 | $1,720 | <0.1% | +90 | 新進 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 8 | $1,971 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 300 | $2,013 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 170 | $2,057 | <0.1% | +170 | 新進 | 歷史 |
| SLGNSilgan Holdings Inc | COM | 50 | $2,117 | <0.1% | −75−60.0% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 116 | $2,455 | <0.1% | +1+0.9% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 400 | $2,644 | <0.1% | −750−65.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 15 | $2,969 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 28 | $3,085 | <0.1% | +28 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 77 | $3,161 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 40 | $3,244 | <0.1% | 00.0% | 不變 | – |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 500 | $3,615 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 50 | $3,769 | <0.1% | +50 | 新進 | 歷史 |
| HPQHP Inc | Stock | 115 | $4,040 | <0.1% | +1+0.9% | 加碼 | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 697 | $4,071 | <0.1% | +697 | 新進 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 25 | $4,220 | <0.1% | 00.0% | 不變 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 50 | $4,295 | <0.1% | +50 | 新進 | – |
| BABoeing Co | Stock | 25 | $4,551 | <0.1% | +25 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 48 | $4,658 | <0.1% | +48 | 新進 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 50 | $4,986 | <0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 100 | $5,394 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 440 | $5,518 | <0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 17 | $5,620 | <0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 60 | $5,776 | <0.1% | +60 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 151 | $5,995 | <0.1% | +51+51.0% | 加碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 550 | $7,002 | <0.1% | −400−42.1% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 23 | $7,218 | <0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 120 | $7,570 | <0.1% | +120 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 40 | $7,968 | <0.1% | +40 | 新進 | 歷史 |
| CPBCAMPBELL'S Co | COM | 177 | $8,002 | <0.1% | −49−21.7% | 減碼 | 歷史 |
| BROSDutch Bros Inc. | CL A | 200 | $8,280 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 313 | $8,758 | <0.1% | +313 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 200 | $8,786 | <0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 139 | $8,821 | <0.1% | +115+479.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 65 | $8,896 | <0.1% | +65 | 新進 | 歷史 |
| HSYHershey Co | COM | 50 | $9,271 | <0.1% | −25−33.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 300 | $9,291 | <0.1% | +300 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 145 | $9,489 | <0.1% | +145 | 新進 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 65 | $9,615 | <0.1% | +65 | 新進 | – |
| Vanguard Materials ETF92204A801 | ETF | 55 | $1.06 萬 | <0.1% | +55 | 新進 | – |
| MMM3M Co | Stock | 105 | $1.07 萬 | <0.1% | +105 | 新進 | 歷史 |
| METMetlife Inc | Stock | 160 | $1.12 萬 | <0.1% | +160 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 80 | $1.17 萬 | <0.1% | +80 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 115 | $1.20 萬 | <0.1% | +115 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 120 | $1.20 萬 | <0.1% | +120 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 195 | $1.24 萬 | <0.1% | +75+62.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 310 | $1.29 萬 | <0.1% | +177+133.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 195 | $1.32 萬 | <0.1% | +195 | 新進 | 歷史 |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 256 | $1.34 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F540 | SKYB CRY IND ETF | 1,000 | $1.34 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck Vectors ETF Tr92189F866 | AFRICA INDEX ETF | 882 | $1.39 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288760 | US AER DEF ETF | 115 | $1.52 萬 | <0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 100 | $1.65 萬 | <0.1% | +100 | 新進 | 歷史 |
| ACMAecom | COM | 195 | $1.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 460 | $1.80 萬 | <0.1% | +460 | 新進 | 歷史 |
| Global X FDS37960A735 | GBL X BLOCKCHAIN | 355 | $1.81 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 748 | $1.85 萬 | <0.1% | +1+0.1% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 390 | $1.85 萬 | <0.1% | +390 | 新進 | 歷史 |
| Global X FDS37950E101 | FTSE NORDIC REG | 733 | $1.88 萬 | <0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 117 | $1.93 萬 | <0.1% | +117 | 新進 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 210 | $2.00 萬 | <0.1% | +210 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 40 | $2.02 萬 | <0.1% | +40 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 90 | $2.04 萬 | <0.1% | +90 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 215 | $2.14 萬 | <0.1% | −359−62.5% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 50 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 40 | $2.22 萬 | <0.1% | +40 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 105 | $2.24 萬 | <0.1% | +105 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 50 | $2.26 萬 | <0.1% | +50 | 新進 | 歷史 |
| Global X FDS37954Y814 | FINTECH ETF | 902 | $2.27 萬 | <0.1% | −15−1.6% | 減碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 180 | $2.30 萬 | <0.1% | +140+350.0% | 加碼 | – |
| AXPAmerican Express Co | Stock | 100 | $2.32 萬 | <0.1% | +100 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 190 | $2.35 萬 | <0.1% | +190 | 新進 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 406 | $2.44 萬 | <0.1% | +406 | 新進 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 430 | $2.46 萬 | <0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 83 | $2.76 萬 | <0.1% | +83 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 300 | $2.92 萬 | <0.1% | +300 | 新進 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 570 | $2.96 萬 | <0.1% | +570 | 新進 | – |
| BACBank of America Corp | Stock | 755 | $3.00 萬 | <0.1% | +755 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 60 | $3.06 萬 | <0.1% | +60 | 新進 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 225 | $3.09 萬 | <0.1% | +225 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 299 | $3.19 萬 | <0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 105 | $3.28 萬 | <0.1% | +105 | 新進 | 歷史 |
| UNGUnited States Natural Gas Fund, LP | ETF | 1,914 | $3.34 萬 | <0.1% | −205,412−99.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 250 | $3.53 萬 | <0.1% | +250 | 新進 | 歷史 |
| VVisa Inc. | Stock | 135 | $3.54 萬 | <0.1% | +135 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 507 | $3.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 652 | $3.68 萬 | <0.1% | −251−27.8% | 減碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 360 | $3.85 萬 | <0.1% | −440−55.0% | 減碼 | – |
| iShares Inc464286145 | MSCI FRONTIER | 1,490 | $4.09 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 525 | $4.10 萬 | <0.1% | −400−43.2% | 減碼 | – |
| NEENextera Energy Inc | Stock | 601 | $4.26 萬 | <0.1% | +601 | 新進 | 歷史 |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 2,000 | $4.58 萬 | <0.1% | 00.0% | 不變 | – |
2024 年第 1 季之後清倉（17 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 3,041 | $15.1 萬 | 0.1% | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 1,101 | $3.82 萬 | <0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 650 | $2.74 萬 | <0.1% | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 300 | $1.69 萬 | <0.1% | – |
| PVHPVH Corp. | COM | 75 | $1.05 萬 | <0.1% | 歷史 |
| DKNGDraftKings Inc. | Stock | 200 | $9,082 | <0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 80 | $9,047 | <0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 300 | $6,825 | <0.1% | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 500 | $5,965 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 83 | $5,561 | <0.1% | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 300 | $1,286 | <0.1% | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 75 | $822 | <0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4 | $588 | <0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 5 | $306 | <0.1% | 歷史 |
| WELLWelltower Inc. | REIT | 1 | $138 | <0.1% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1 | $85 | <0.1% | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 2 | $39 | <0.1% | – |