GWM Advisors LLC
- SEC CIK
- 0001633516
- 最新申報
- 2026/8/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/26 申報。只含多頭部位。
- 持股檔數
- 1,028
- 2020 年第 4 季沒有 13F 資料
- 總值
- $33.6 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 257,344 | $1.02 億 | 3.0% | – | – | – |
| AAPLApple Inc. | Stock | 769,811 | $9,401 萬 | 2.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 301,429 | $7,105 萬 | 2.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 167,444 | $6,100 萬 | 1.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 139,345 | $5,523 萬 | 1.6% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 567,282 | $5,155 萬 | 1.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 315,356 | $4,799 萬 | 1.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 149,775 | $4,572 萬 | 1.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,257 | $3,792 萬 | 1.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 186,942 | $3,533 萬 | 1.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 320,011 | $3,473 萬 | 1.0% | – | – | – |
| ACNAccenture plc | Stock | 121,873 | $3,367 萬 | 1.0% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,277,291 | $3,345 萬 | 1.0% | – | – | – |
| UNPUnion Pacific Corp | Stock | 149,978 | $3,306 萬 | 1.0% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 194,980 | $3,205 萬 | 1.0% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 279,117 | $3,177 萬 | 0.9% | – | – | – |
| CMCSAComcast Corp | Stock | 582,578 | $3,152 萬 | 0.9% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 411,136 | $3,109 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 560,699 | $3,066 萬 | 0.9% | – | – | – |
| FASTFastenal Co | Stock | 584,484 | $2,939 萬 | 0.9% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 238,148 | $2,854 萬 | 0.9% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 167,800 | $2,853 萬 | 0.8% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 160,009 | $2,807 萬 | 0.8% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 520,042 | $2,743 萬 | 0.8% | – | – | – |
| ADIAnalog Devices Inc | Stock | 176,121 | $2,731 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 530,933 | $2,706 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 124,150 | $2,566 萬 | 0.8% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 214,558 | $2,538 萬 | 0.8% | – | – | 歷史 |
| CORCencora, Inc. | Stock | 214,902 | $2,537 萬 | 0.8% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 231,748 | $2,457 萬 | 0.7% | – | – | 歷史 |
| TELTE Connectivity plc | REG SHS | 186,313 | $2,405 萬 | 0.7% | – | – | 歷史 |
| GLWCorning Inc | COM | 523,650 | $2,278 萬 | 0.7% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 71,037 | $2,267 萬 | 0.7% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 221,175 | $2,266 萬 | 0.7% | – | – | – |
| BF.BBrown Forman Corp | Stock | 323,705 | $2,233 萬 | 0.7% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 147,921 | $2,223 萬 | 0.7% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 282,289 | $2,192 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 164,553 | $2,163 萬 | 0.6% | – | – | – |
| AVYAvery Dennison Corp | COM | 117,453 | $2,157 萬 | 0.6% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 171,800 | $2,144 萬 | 0.6% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 367,177 | $2,093 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 85,233 | $2,072 萬 | 0.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 406,812 | $1,998 萬 | 0.6% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 457,164 | $1,980 萬 | 0.6% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 194,364 | $1,953 萬 | 0.6% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 83,736 | $1,874 萬 | 0.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 252,324 | $1,818 萬 | 0.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 226,385 | $1,651 萬 | 0.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 231,889 | $1,604 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 58,141 | $1,495 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 169,957 | $1,447 萬 | 0.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 98,018 | $1,442 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 100,406 | $1,422 萬 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 47,740 | $1,406 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 229,069 | $1,332 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 62,682 | $1,327 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 82,495 | $1,327 萬 | 0.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 273,948 | $1,322 萬 | 0.4% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 134,446 | $1,321 萬 | 0.4% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 158,925 | $1,316 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 6,354 | $1,311 萬 | 0.4% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 100,715 | $1,310 萬 | 0.4% | – | – | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 89,545 | $1,291 萬 | 0.4% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 41,721 | $1,284 萬 | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 92,756 | $1,260 萬 | 0.4% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 217,686 | $1,243 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 46,124 | $1,178 萬 | 0.4% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 138,967 | $1,177 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 102,709 | $1,167 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 194,588 | $1,133 萬 | 0.3% | – | – | – |
| First Tr Exchange Traded FD33738R795 | NASDAQ TRANSN | 343,185 | $1,130 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 209,207 | $1,105 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 20,629 | $1,101 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,304 | $1,097 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 28,843 | $1,073 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 188,343 | $1,067 萬 | 0.3% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 128,889 | $1,059 萬 | 0.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 40,660 | $1,058 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 296,335 | $1,048 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 195,076 | $1,015 萬 | 0.3% | – | – | – |
| MAMastercard Inc | Stock | 27,953 | $995.3 萬 | 0.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 20,797 | $964.3 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 42,873 | $960.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 43,133 | $954.7 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 14,068 | $933.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 112,188 | $925.6 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 39,981 | $858.0 萬 | 0.3% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 102,786 | $856.7 萬 | 0.3% | – | – | – |
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 405,412 | $856.2 萬 | 0.3% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 221,830 | $851.8 萬 | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 80,926 | $848.0 萬 | 0.3% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 25,438 | $840.4 萬 | 0.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 82,746 | $836.4 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 168,273 | $833.9 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 160,515 | $830.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 29,350 | $806.1 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 56,255 | $795.8 萬 | 0.2% | – | – | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 278,181 | $795.0 萬 | 0.2% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 267,140 | $781.1 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 119,877 | $771.5 萬 | 0.2% | – | – | – |