V Wealth Advisors LLC
- SEC CIK
- 0001661149
- 最新申報
- 2023/11/15
2021 年第 1 季持倉
持倉截至 2021/3/31,2021/4/20 申報。只含多頭部位。
- 持股檔數
- 419
- 2020 年第 4 季沒有 13F 資料
- 總值
- $5.44 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 209,377 | $2,558 萬 | 4.7% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 73,236 | $2,337 萬 | 4.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 53,996 | $2,140 萬 | 3.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,573 | $1,724 萬 | 3.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 68,659 | $1,619 萬 | 3.0% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 32,515 | $1,185 萬 | 2.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 73,834 | $840.5 萬 | 1.5% | – | – | – |
| VVisa Inc. | Stock | 34,882 | $738.5 萬 | 1.4% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 42,434 | $682.6 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 32,763 | $677.2 萬 | 1.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 21,951 | $670.0 萬 | 1.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,110 | $641.5 萬 | 1.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 23,838 | $609.0 萬 | 1.1% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 46,847 | $562.0 萬 | 1.0% | – | – | – |
| PGProcter & Gamble Co | Stock | 39,775 | $538.7 萬 | 1.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 34,769 | $529.3 萬 | 1.0% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35,457 | $502.3 萬 | 0.9% | – | – | – |
| WMTWalmart Inc. | Stock | 32,153 | $436.7 萬 | 0.8% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 6,621 | $394.1 萬 | 0.7% | – | – | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 108,438 | $376.7 萬 | 0.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,264 | $368.5 萬 | 0.7% | – | – | – |
| ZBRAZebra Technologies Corp | CL A | 7,400 | $359.0 萬 | 0.7% | – | – | 歷史 |
| EVRGEvergy, Inc. | Stock | 59,289 | $352.9 萬 | 0.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 15,673 | $332.0 萬 | 0.6% | – | – | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 80,909 | $315.4 萬 | 0.6% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 64,201 | $309.8 萬 | 0.6% | – | – | – |
| DISWalt Disney Co | Stock | 16,712 | $308.4 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 18,367 | $301.9 萬 | 0.6% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 12,357 | $297.1 萬 | 0.5% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 20,564 | $290.9 萬 | 0.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 5,440 | $290.4 萬 | 0.5% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 15,856 | $289.4 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,410 | $287.1 萬 | 0.5% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 55,892 | $283.7 萬 | 0.5% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 81,593 | $277.9 萬 | 0.5% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 18,330 | $269.6 萬 | 0.5% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 26,287 | $269.3 萬 | 0.5% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 5,797 | $264.5 萬 | 0.5% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 4,853 | $253.2 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 45,097 | $251.8 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,255 | $249.2 萬 | 0.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 29,320 | $248.4 萬 | 0.5% | – | – | – |
| MAMastercard Inc | Stock | 6,941 | $247.1 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,353 | $246.0 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 42,274 | $245.8 萬 | 0.5% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 24,255 | $244.4 萬 | 0.4% | – | – | – |
| ProShares Tr74347B714 | SHORT QQQ NEW | 172,641 | $240.1 萬 | 0.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 37,201 | $239.4 萬 | 0.4% | – | – | – |
| EAElectronic Arts Inc. | COM | 17,529 | $237.3 萬 | 0.4% | – | – | 歷史 |
| AFLAflac Inc | Stock | 45,701 | $233.9 萬 | 0.4% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 7,537 | $225.1 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 73,924 | $223.8 萬 | 0.4% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 13,859 | $221.7 萬 | 0.4% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 22,988 | $219.8 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 8,810 | $213.9 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 40,564 | $209.8 萬 | 0.4% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 10,362 | $209.8 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 4,411 | $209.7 萬 | 0.4% | – | – | 歷史 |
| DEDeere & Co | Stock | 5,572 | $208.4 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,394 | $207.1 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 997 | $206.3 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,589 | $205.9 萬 | 0.4% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 26,551 | $204.7 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 52,876 | $204.6 萬 | 0.4% | – | – | 歷史 |
| CERNCERNER Corp | COM | 27,918 | $200.7 萬 | 0.4% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 26,696 | $184.9 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 16,803 | $181.8 萬 | 0.3% | – | – | 歷史 |
| BABoeing Co | Stock | 7,122 | $181.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 17,151 | $181.3 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 7,423 | $172.1 萬 | 0.3% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 5,284 | $172.1 萬 | 0.3% | – | – | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 21,212 | $170.8 萬 | 0.3% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 5,309 | $167.5 萬 | 0.3% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 1,503 | $166.3 萬 | 0.3% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 101,686 | $165.4 萬 | 0.3% | – | – | 歷史 |
| LKQLKQ Corp | COM | 38,791 | $164.2 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 17,072 | $164.0 萬 | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,742 | $163.8 萬 | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 13,519 | $162.0 萬 | 0.3% | – | – | 歷史 |
| QRVOQorvo, Inc. | Stock | 8,817 | $161.1 萬 | 0.3% | – | – | 歷史 |
| BALLBALL Corp | COM | 18,807 | $159.4 萬 | 0.3% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,954 | $159.1 萬 | 0.3% | – | – | 歷史 |
| Advisorshares Tr00768Y412 | RANGER EQUITY BE | 62,306 | $157.7 萬 | 0.3% | – | – | – |
| TGTTarget Corp | Stock | 7,869 | $155.9 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,310 | $155.3 萬 | 0.3% | – | – | – |
| DXCMDexcom Inc | COM | 4,300 | $154.5 萬 | 0.3% | – | – | 歷史 |
| BROBrown & Brown, Inc. | Stock | 33,523 | $153.3 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 6,823 | $152.9 萬 | 0.3% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 8,394 | $152.6 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 21,618 | $151.7 萬 | 0.3% | – | – | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 19,571 | $149.9 萬 | 0.3% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,011 | $148.2 萬 | 0.3% | – | – | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 16,961 | $148.2 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,204 | $147.2 萬 | 0.3% | – | – | 歷史 |
| UCTTUltra Clean Holdings, Inc. | COM | 25,315 | $146.9 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 13,204 | $144.2 萬 | 0.3% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,913 | $141.2 萬 | 0.3% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 8,931 | $140.6 萬 | 0.3% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 19,515 | $138.1 萬 | 0.3% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 73,288 | $137.2 萬 | 0.3% | – | – | 歷史 |
選擇權(3 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。