Clearstead Advisors, LLC
- SEC CIK
- 0000842775
- 最新申報
- 2026/8/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 1,136
- 2020 年第 4 季沒有 13F 資料
- 總值
- $12.0 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| OKEONEOK Inc | COM | 3,940 | $20.0 萬 | <0.1% | – | – | 歷史 |
| CLXClorox Co | Stock | 1,058 | $20.4 萬 | <0.1% | – | – | 歷史 |
| NTRSNorthern Trust Corp | COM | 1,953 | $20.5 萬 | <0.1% | – | – | 歷史 |
| CICigna Group | Stock | 852 | $20.6 萬 | <0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,367 | $20.6 萬 | <0.1% | – | – | 歷史 |
| Hingham Instn SVGS Mass433323102 | COM | 725 | $20.6 萬 | <0.1% | – | – | – |
| ALCAlcon Inc | Stock | 2,986 | $21.0 萬 | <0.1% | – | – | 歷史 |
| MPMP Materials Corp. | COM CL A | 5,840 | $21.0 萬 | <0.1% | – | – | 歷史 |
| TELTE Connectivity plc | REG SHS | 1,636 | $21.1 萬 | <0.1% | – | – | 歷史 |
| TDToronto Dominion Bank | Stock | 3,254 | $21.2 萬 | <0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,209 | $21.3 萬 | <0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 1,354 | $21.3 萬 | <0.1% | – | – | 歷史 |
| SIVBSVB Financial Group | COM | 435 | $21.5 萬 | <0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,674 | $21.6 萬 | <0.1% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 935 | $21.7 萬 | <0.1% | – | – | 歷史 |
| SBACSba Communications Corp | CL A | 784 | $21.8 萬 | <0.1% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 4,282 | $22.0 萬 | <0.1% | – | – | – |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 3,050 | $22.2 萬 | <0.1% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,710 | $22.3 萬 | <0.1% | – | – | – |
| JEFJefferies Financial Group Inc. | COM | 7,421 | $22.3 萬 | <0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,310 | $22.5 萬 | <0.1% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 371 | $22.9 萬 | <0.1% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,744 | $23.5 萬 | <0.1% | – | – | – |
| OMCOmnicom Group Inc. | COM | 3,185 | $23.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 2,052 | $23.6 萬 | <0.1% | – | – | – |
| KRKroger Co | Stock | 6,630 | $23.9 萬 | <0.1% | – | – | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,431 | $24.0 萬 | <0.1% | – | – | – |
| CAHCardinal Health Inc | Stock | 3,980 | $24.2 萬 | <0.1% | – | – | 歷史 |
| UBSUBS Group AG | Stock | 15,571 | $24.2 萬 | <0.1% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 2,099 | $24.3 萬 | <0.1% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 803 | $24.6 萬 | <0.1% | – | – | 歷史 |
| LAMRLamar Advertising Co | REIT | 2,630 | $24.7 萬 | <0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 106 | $24.7 萬 | <0.1% | – | – | 歷史 |
| ENTAEnanta Pharmaceuticals Inc | COM | 5,064 | $25.0 萬 | <0.1% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 4,400 | $25.1 萬 | <0.1% | – | – | 歷史 |
| SLBSLB Limited | Stock | 9,372 | $25.5 萬 | <0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,073 | $25.7 萬 | <0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,879 | $26.2 萬 | <0.1% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 1,782 | $26.4 萬 | <0.1% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 4,057 | $26.8 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 5,400 | $26.8 萬 | <0.1% | – | – | – |
| HLIOHelios Technologies, Inc. | COM | 3,750 | $27.3 萬 | <0.1% | – | – | 歷史 |
| iShares Inc464286806 | MSCI GERMANY ETF | 8,260 | $27.6 萬 | <0.1% | – | – | – |
| FTAIFTAI Aviation Ltd. | COM REP LTD LIAB | 9,894 | $27.9 萬 | <0.1% | – | – | 歷史 |
| OCOwens Corning | Stock | 3,050 | $28.1 萬 | <0.1% | – | – | 歷史 |
| Barclays Bank PLC06746P480 | ETN LKD 48 | 4,465 | $28.2 萬 | <0.1% | – | – | – |
| CTSHCognizant Technology Solutions Corp | CL A | 3,648 | $28.5 萬 | <0.1% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 3,081 | $28.7 萬 | <0.1% | – | – | 歷史 |
| PLPCPreformed Line Products Co | COM | 4,200 | $28.9 萬 | <0.1% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 4,238 | $29.0 萬 | <0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 12,017 | $29.3 萬 | <0.1% | – | – | 歷史 |
| EHTHeHealth, Inc. | COM | 4,028 | $29.3 萬 | <0.1% | – | – | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 1,102 | $29.5 萬 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 568 | $29.6 萬 | <0.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 12,717 | $29.6 萬 | <0.1% | – | – | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 8,733 | $30.0 萬 | <0.1% | – | – | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 5,072 | $30.0 萬 | <0.1% | – | – | 歷史 |
| AMEAmetek Inc | COM | 2,356 | $30.1 萬 | <0.1% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 2,405 | $30.6 萬 | <0.1% | – | – | 歷史 |
| RPMRPM International Inc | COM | 3,350 | $30.8 萬 | <0.1% | – | – | 歷史 |
| EBAYeBay Inc | COM | 5,039 | $30.9 萬 | <0.1% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 536 | $31.5 萬 | <0.1% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,433 | $31.6 萬 | <0.1% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 1,388 | $31.7 萬 | <0.1% | – | – | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 7,500 | $32.0 萬 | <0.1% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 2,425 | $32.0 萬 | <0.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,798 | $32.2 萬 | <0.1% | – | – | – |
| AXAxos Financial, Inc. | COM | 7,020 | $33.0 萬 | <0.1% | – | – | 歷史 |
| ATRAptargroup, Inc. | Stock | 2,347 | $33.2 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 9,000 | $33.2 萬 | <0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,122 | $33.7 萬 | <0.1% | – | – | – |
| NUENucor Corp | COM | 4,247 | $34.1 萬 | <0.1% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,039 | $34.2 萬 | <0.1% | – | – | 歷史 |
| SJMJ M SMUCKER Co | Stock | 2,711 | $34.3 萬 | <0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,029 | $34.5 萬 | <0.1% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,755 | $34.5 萬 | <0.1% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 866 | $34.7 萬 | <0.1% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 1,645 | $35.2 萬 | <0.1% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 2,268 | $35.2 萬 | <0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,986 | $35.4 萬 | <0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 3,623 | $35.5 萬 | <0.1% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 19,000 | $35.5 萬 | <0.1% | – | – | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 3,871 | $35.6 萬 | <0.1% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 6,647 | $36.2 萬 | <0.1% | – | – | 歷史 |
| LOTZCarLotz, Inc. | COM CL A | 50,957 | $36.3 萬 | <0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,744 | $36.6 萬 | <0.1% | – | – | – |
| CARRCarrier Global Corp | Stock | 8,734 | $36.9 萬 | <0.1% | – | – | 歷史 |
| FETForum Energy Technologies, Inc. | COM | 20,000 | $37.1 萬 | <0.1% | – | – | 歷史 |
| NNOXNano-X Imaging Ltd. | ORD SHS | 8,945 | $37.1 萬 | <0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,735 | $37.2 萬 | <0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,645 | $39.3 萬 | <0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 18,133 | $39.9 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464289529 | INDIA 50 ETF | 8,982 | $40.3 萬 | <0.1% | – | – | – |
| DEODiageo PLC | SPON ADR NEW | 2,465 | $40.5 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,000 | $40.7 萬 | <0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 6,319 | $40.8 萬 | <0.1% | – | – | 歷史 |
| CMAComerica Inc | COM | 5,779 | $41.5 萬 | <0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,164 | $41.9 萬 | <0.1% | – | – | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 3,000 | $42.4 萬 | <0.1% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,100 | $42.6 萬 | <0.1% | – | – | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | – | $5.50 萬 |