Clearview Wealth Advisors LLC 13F 持仓 · 最近申报 2025年Q4
Clearview Wealth Advisors 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 103 只证券，申报市值合计 1.58 亿美元。前几大持仓：CGCP（8.66%）、SCHZ（7.49%）、CGDV（7.39%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | $13.7M | 8.66% | 603,327 | 增持 |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $11.8M | 7.49% | 505,777 | 增持 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.7M | 7.39% | 267,294 | 减持 |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $9.3M | 5.91% | 209,630 | 增持 |
| 5 | JAAA | JANUS DETROIT STR TR | $6.8M | 4.33% | 135,166 | 增持 |
| 6 | SPYM | SPDR SERIES TRUST | $6.5M | 4.12% | 81,063 | 增持 |
| 7 | SCHX | SCHWAB STRATEGIC TR | $5.7M | 3.62% | 212,105 | 减持 |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $4.9M | 3.12% | 166,732 | 减持 |
| 9 | APO | APOLLO GLOBAL MGMT INC | $3.9M | 2.46% | 26,866 | 增持 |
| 10 | FNDX | SCHWAB STRATEGIC TR | $3.7M | 2.37% | 137,409 | 增持 |
| 11 | SCHF | SCHWAB STRATEGIC TR | $3.7M | 2.37% | 155,890 | 减持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $3.3M | 2.07% | 100,351 | 减持 |
| 13 | IVE | ISHARES TR | $2.9M | 1.86% | 13,829 | 增持 |
| 14 | DYNF | BLACKROCK ETF TRUST | $2.9M | 1.84% | 47,637 | 增持 |
| 15 | IVW | ISHARES TR | $2.9M | 1.81% | 23,194 | 减持 |
| 16 | XLG | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.45% | 38,554 | 增持 |
| 17 | IUSB | ISHARES TR | $2.1M | 1.35% | 45,770 | 减持 |
| 18 | FNDF | SCHWAB STRATEGIC TR | $2.1M | 1.31% | 45,634 | 减持 |
| 19 | XTEN | BONDBLOXX ETF TRUST | $2.0M | 1.30% | 44,306 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $2.0M | 1.28% | 4,168 | 减持 |
| 21 | EFV | ISHARES TR | $2.0M | 1.26% | 27,936 | 减持 |
| 22 | VOO | VANGUARD INDEX FDS | $1.9M | 1.24% | 3,109 | 减持 |
| 23 | QUAL | ISHARES TR | $1.8M | 1.12% | 8,935 | 减持 |
| 24 | ESGU | ISHARES TR | $1.7M | 1.11% | 11,713 | 增持 |
| 25 | MBB | ISHARES TR | $1.6M | 1.01% | 16,809 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR