Gilliland Jeter Wealth Management LLC
- SEC CIK
- 0002009886
- 最新申報
- 2026/7/29
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/24 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 184
- 較 2025 年第 4 季 +10
- 總值
- $3.38 億
- 較 2025 年第 4 季 +$673.2 萬 (+2.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 111,533 | $2,831 萬 | 8.4% | −729−0.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 149,559 | $2,608 萬 | 7.7% | +380+0.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 114,928 | $1,428 萬 | 4.2% | −1,073−0.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 25,570 | $1,090 萬 | 3.2% | +120.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 45,687 | $982.6 萬 | 2.9% | +106+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 43,966 | $915.7 萬 | 2.7% | −84−0.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 12,148 | $860.7 萬 | 2.5% | −48−0.4% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 284,248 | $824.0 萬 | 2.4% | −4,417−1.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 19,518 | $722.5 萬 | 2.1% | −203−1.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 23,331 | $686.3 萬 | 2.0% | −237−1.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,740 | $671.7 萬 | 2.0% | +50.0% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 22,033 | $538.0 萬 | 1.6% | −52−0.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 24,802 | $513.1 萬 | 1.5% | −699−2.7% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,453 | $500.3 萬 | 1.5% | +28+0.2% | 加碼 | – |
| LRCXLam Research Corp | Stock | 22,640 | $483.7 萬 | 1.4% | −1,926−7.8% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 24,200 | $439.0 萬 | 1.3% | +173+0.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 14,788 | $424.2 萬 | 1.3% | −60.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,106 | $398.8 萬 | 1.2% | −33−0.5% | 減碼 | – |
| AFLAflac Inc | Stock | 33,426 | $366.7 萬 | 1.1% | +70.0% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 48,667 | $361.8 萬 | 1.1% | +41,811+609.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,316 | $350.6 萬 | 1.0% | −19−0.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,574 | $349.1 萬 | 1.0% | −131−0.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 11,078 | $334.8 萬 | 1.0% | +52+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,477 | $330.0 萬 | 1.0% | +27+0.2% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 22,425 | $327.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,421 | $322.6 萬 | 1.0% | +50.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 65,633 | $320.0 萬 | 0.9% | +366+0.6% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 23,927 | $313.3 萬 | 0.9% | −116−0.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 14,450 | $308.7 萬 | 0.9% | +468+3.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 12,546 | $306.7 萬 | 0.9% | −25−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,402 | $302.2 萬 | 0.9% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 22,694 | $299.6 萬 | 0.9% | −215−0.9% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 15,938 | $297.5 萬 | 0.9% | +2,068+14.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 20,092 | $295.6 萬 | 0.9% | +80.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 23,729 | $285.4 萬 | 0.8% | −10.0% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 37,017 | $269.4 萬 | 0.8% | −390−1.0% | 減碼 | 歷史 |
| BPBP PLC | ADR | 56,687 | $266.4 萬 | 0.8% | +237+0.4% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 5,799 | $251.7 萬 | 0.7% | −15−0.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,324 | $249.6 萬 | 0.7% | +701+19.3% | 加碼 | – |
| BSXBoston Scientific Corp | Stock | 37,754 | $236.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 147,835 | $231.4 萬 | 0.7% | +88,062+147.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 4,816 | $222.0 萬 | 0.7% | −108−2.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 12,729 | $210.5 萬 | 0.6% | −29−0.2% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 64,569 | $207.6 萬 | 0.6% | +64,569 | 新進 | – |
| AEPAmerican Electric Power Co Inc | Stock | 15,348 | $201.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 6,162 | $200.8 萬 | 0.6% | −59−0.9% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 6,271 | $199.5 萬 | 0.6% | +6,271 | 新進 | – |
| ALLAllstate Corp | Stock | 9,531 | $197.6 萬 | 0.6% | −37−0.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,891 | $188.0 萬 | 0.6% | +133+4.8% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 5,098 | $187.3 萬 | 0.6% | +5+0.1% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 28,500 | $165.8 萬 | 0.5% | +976+3.5% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,152 | $161.5 萬 | 0.5% | 00.0% | 不變 | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 80,872 | $152.2 萬 | 0.5% | +2,670+3.4% | 加碼 | – |
| DTMDT Midstream, Inc. | COMMON STOCK | 11,212 | $151.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,102 | $148.1 萬 | 0.4% | +30.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,592 | $146.5 萬 | 0.4% | +15+1.0% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,994 | $145.5 萬 | 0.4% | +20.0% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,353 | $139.7 萬 | 0.4% | +2,917+30.9% | 加碼 | – |
| Alps ETF Tr00162Q676 | ALERIAN ENERGY | 36,280 | $138.6 萬 | 0.4% | −871−2.3% | 減碼 | – |
| BTOJohn Hancock Financial Opportunities Fund | SH BEN INT NEW | 37,387 | $134.1 萬 | 0.4% | +1,118+3.1% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,056 | $127.9 萬 | 0.4% | +790+15.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,264 | $125.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 25,053 | $125.8 萬 | 0.4% | +353+1.4% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 5,807 | $123.1 萬 | 0.4% | −102−1.7% | 減碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 8,700 | $117.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,948 | $114.8 萬 | 0.3% | −58−0.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 6,836 | $109.2 萬 | 0.3% | −49−0.7% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 13,723 | $107.9 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 10,260 | $106.1 萬 | 0.3% | +360+3.6% | 加碼 | – |
| NVSNovartis AG | ADR | 6,698 | $102.3 萬 | 0.3% | −55−0.8% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 6,141 | $99.8 萬 | 0.3% | −118−1.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,977 | $96.4 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| ARAntero Resources Corp | COM | 22,385 | $95.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 2,809 | $94.9 萬 | 0.3% | −1,082−27.8% | 減碼 | 歷史 |
| JHXJames Hardie Industries plc | Stock | 50,000 | $94.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 14,246 | $94.0 萬 | 0.3% | −9−0.1% | 減碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 4,932 | $93.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,671 | $90.9 萬 | 0.3% | −280−4.7% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 14,803 | $89.5 萬 | 0.3% | +13+0.1% | 加碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 3,099 | $87.9 萬 | 0.3% | +320+11.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,241 | $83.3 萬 | 0.2% | +343+18.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,564 | $82.3 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 8,359 | $77.5 萬 | 0.2% | −30−0.4% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,031 | $77.3 萬 | 0.2% | +451+12.6% | 加碼 | – |
| SNOWSnowflake Inc. | Stock | 4,993 | $75.3 萬 | 0.2% | +951+23.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,490 | $75.3 萬 | 0.2% | +2+0.1% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,106 | $75.1 萬 | 0.2% | +957+83.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,004 | $74.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 13,395 | $73.4 萬 | 0.2% | +1,177+9.6% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 4,162 | $71.8 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,424 | $71.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 26,258 | $70.7 萬 | 0.2% | +301+1.2% | 加碼 | 歷史 |
| RPMRPM International Inc | COM | 6,764 | $67.2 萬 | 0.2% | +34+0.5% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,371 | $66.8 萬 | 0.2% | +131+4.0% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,269 | $65.1 萬 | 0.2% | −45−1.9% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,425 | $64.9 萬 | 0.2% | +10.0% | 加碼 | – |
| PFEPfizer Inc | Stock | 22,529 | $63.3 萬 | 0.2% | +31+0.1% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,389 | $61.8 萬 | 0.2% | +8+0.2% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 12,271 | $61.7 萬 | 0.2% | −13−0.1% | 減碼 | 歷史 |
| ACVVirtus Diversified Income & Convertible Fund | COM | 25,149 | $61.1 萬 | 0.2% | +51+0.2% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（7 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 |
|---|---|---|---|---|---|
| CADECadence Bancorporation | EQUITY US CM | 34,049 | $145.9 萬 | 0.4% | 歷史 |
| DRIDarden Restaurants Inc | COM | 2,180 | $40.1 萬 | 0.1% | 歷史 |
| IAUiShares Gold Trust | ETF | 3,839 | $31.2 萬 | 0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 4,064 | $27.0 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,392 | $23.8 萬 | 0.1% | 歷史 |
| IIIVi3 Verticals, Inc. | COM CL A | 8,400 | $21.2 萬 | 0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 5,076 | $20.9 萬 | 0.1% | – |