LVW Advisors, LLC
- SEC CIK
- 0001576053
- 最新申報
- 2026/7/15
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/19 申報。只含多頭部位。
- 持股檔數
- 213
- 2020 年第 4 季沒有 13F 資料
- 總值
- $5.20 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 |
|---|---|---|---|---|---|---|---|
| Schwab US Tips ETF808524870 | ETF | 683,442 | $4,180 萬 | 8.0% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 166,497 | $4,163 萬 | 8.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 135,167 | $3,474 萬 | 6.7% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 841,094 | $2,673 萬 | 5.1% | – | – | – |
| AAPLApple Inc. | Stock | 161,730 | $1,976 萬 | 3.8% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 110,277 | $1,431 萬 | 2.7% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 194,379 | $1,417 萬 | 2.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 24,930 | $991.8 萬 | 1.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 24,602 | $896.3 萬 | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 35,006 | $825.3 萬 | 1.6% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 74,467 | $742.2 萬 | 1.4% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 132,920 | $717.1 萬 | 1.4% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 38,751 | $690.8 萬 | 1.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 40,772 | $620.7 萬 | 1.2% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 120,016 | $615.8 萬 | 1.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 23,678 | $604.9 萬 | 1.2% | – | – | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 59,243 | $584.5 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,788 | $553.2 萬 | 1.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 33,529 | $551.0 萬 | 1.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 25,028 | $529.9 萬 | 1.0% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 48,469 | $524.5 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 51,388 | $516.2 萬 | 1.0% | – | – | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 146,354 | $508.4 萬 | 1.0% | – | – | – |
| VZVerizon Communications Inc | Stock | 84,330 | $490.4 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 44,486 | $479.6 萬 | 0.9% | – | – | – |
| SBUXStarbucks Corp | Stock | 43,132 | $471.3 萬 | 0.9% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,228 | $460.9 萬 | 0.9% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 121,995 | $458.9 萬 | 0.9% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 88,337 | $456.8 萬 | 0.9% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 31,845 | $450.4 萬 | 0.9% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 19,906 | $446.2 萬 | 0.9% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 24,208 | $439.5 萬 | 0.8% | – | – | 歷史 |
| MMM3M Co | Stock | 22,252 | $428.7 萬 | 0.8% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 31,084 | $422.2 萬 | 0.8% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 109,275 | $395.9 萬 | 0.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 12,906 | $394.0 萬 | 0.8% | – | – | 歷史 |
| OTLKOutlook Therapeutics, Inc. | COM NEW | 1,743,633 | $392.3 萬 | 0.8% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 41,657 | $389.9 萬 | 0.7% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 74,681 | $382.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 72,798 | $378.9 萬 | 0.7% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 66,338 | $362.5 萬 | 0.7% | – | – | – |
| CBChubb Ltd | Stock | 21,911 | $346.1 萬 | 0.7% | – | – | 歷史 |
| TAT&T Inc. | Stock | 112,825 | $341.5 萬 | 0.7% | – | – | 歷史 |
| EBAYeBay Inc | COM | 55,441 | $339.5 萬 | 0.7% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 15,027 | $331.2 萬 | 0.6% | – | – | 歷史 |
| RTXRTX Corp | Stock | 41,774 | $322.8 萬 | 0.6% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 12,532 | $311.8 萬 | 0.6% | – | – | 歷史 |
| SJMJ M SMUCKER Co | Stock | 24,628 | $311.6 萬 | 0.6% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 26,160 | $309.0 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 22,143 | $299.9 萬 | 0.6% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 14,039 | $284.5 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 12,487 | $275.9 萬 | 0.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,335 | $275.3 萬 | 0.5% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 35,771 | $225.8 萬 | 0.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 6,335 | $225.6 萬 | 0.4% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,522 | $209.7 萬 | 0.4% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 16,881 | $199.7 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 28,000 | $185.8 萬 | 0.4% | – | – | – |
| ASMLASML Holding NV | ADR | 2,962 | $182.9 萬 | 0.4% | – | – | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 7,254 | $177.7 萬 | 0.3% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 10,773 | $176.9 萬 | 0.3% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 16,698 | $163.7 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,487 | $161.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 43,566 | $143.6 萬 | 0.3% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 38,215 | $138.8 萬 | 0.3% | – | – | – |
| ZBRAZebra Technologies Corp | CL A | 2,703 | $131.1 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 6,920 | $127.7 萬 | 0.2% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 25,222 | $125.4 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 2,245 | $119.9 萬 | 0.2% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 17,642 | $118.9 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,979 | $118.0 萬 | 0.2% | – | – | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 63,254 | $115.8 萬 | 0.2% | – | – | 歷史 |
| SPDR Index Shs FDS78463X475 | ST STR MSCI GLB | 21,631 | $113.2 萬 | 0.2% | – | – | – |
| CRLCharles River Laboratories International, Inc. | COM | 3,884 | $112.6 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,884 | $111.2 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 16,901 | $108.2 萬 | 0.2% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 41,230 | $108.0 萬 | 0.2% | – | – | – |
| LOWLowes Companies Inc | Stock | 5,661 | $107.7 萬 | 0.2% | – | – | 歷史 |
| THOThor Industries Inc | COM | 7,996 | $107.7 萬 | 0.2% | – | – | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 6,286 | $107.3 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 5,410 | $107.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,099 | $105.4 萬 | 0.2% | – | – | – |
| MSCIMSCI Inc. | Stock | 2,444 | $102.5 萬 | 0.2% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 4,402 | $100.4 萬 | 0.2% | – | – | 歷史 |
| KMXCarMax Inc | COM | 7,561 | $100.3 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,941 | $100.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 7,765 | $97.5 萬 | 0.2% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,010 | $97.4 萬 | 0.2% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 1,279 | $96.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 19,233 | $94.5 萬 | 0.2% | – | – | – |
| CDWCDW Corp | COM | 5,500 | $91.2 萬 | 0.2% | – | – | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 29,668 | $90.4 萬 | 0.2% | – | – | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 2,348 | $90.2 萬 | 0.2% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 7,229 | $88.0 萬 | 0.2% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,724 | $87.4 萬 | 0.2% | – | – | – |
| MELIMercadolibre Inc | COM | 591 | $87.0 萬 | 0.2% | – | – | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 6,105 | $86.8 萬 | 0.2% | – | – | 歷史 |
| POOLPool Corp | COM | 2,496 | $86.2 萬 | 0.2% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 11,071 | $83.4 萬 | 0.2% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 10,579 | $80.4 萬 | 0.2% | – | – | 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 |
|---|---|---|---|
| AAPLApple Inc. | Stock | $24.4 萬 | – |