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 |
|---|---|---|---|---|---|---|---|
| VEEVVeeva Systems Inc | Stock | 5,245 | $137.0 萬 | 0.3% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,997 | $135.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,448 | $134.4 萬 | 0.2% | – | – | – |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 29,815 | $131.9 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 26,801 | $131.6 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 34,498 | $131.0 萬 | 0.2% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 12,986 | $127.5 萬 | 0.2% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 25,972 | $127.4 萬 | 0.2% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 5,615 | $127.4 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 58,924 | $127.3 萬 | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 19,486 | $124.7 萬 | 0.2% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 20,363 | $124.3 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 22,790 | $123.4 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 22,965 | $121.0 萬 | 0.2% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 3,909 | $119.8 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,208 | $119.4 萬 | 0.2% | – | – | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 21,069 | $118.9 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 15,712 | $118.8 萬 | 0.2% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 22,096 | $115.9 萬 | 0.2% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $115.7 萬 | 0.2% | – | – | 歷史 |
| SNAPSnap Inc | Stock | 21,787 | $113.9 萬 | 0.2% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 21,989 | $111.0 萬 | 0.2% | – | – | – |
| STXSeagate Technology Holdings plc | SHS | 14,448 | $110.8 萬 | 0.2% | – | – | 歷史 |
| AKAMAkamai Technologies Inc | COM | 10,660 | $108.6 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 4,941 | $107.3 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 18,312 | $106.5 萬 | 0.2% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,215 | $106.2 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 10,051 | $105.3 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 14,439 | $105.0 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 50,199 | $104.8 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,877 | $104.8 萬 | 0.2% | – | – | – |
| NKENIKE, Inc. | Stock | 7,881 | $104.7 萬 | 0.2% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 16,964 | $104.0 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,252 | $102.9 萬 | 0.2% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 10,013 | $102.0 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,912 | $101.8 萬 | 0.2% | – | – | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 15,844 | $99.6 萬 | 0.2% | – | – | 歷史 |
| CGCCanopy Growth Corp | COM | 31,102 | $99.6 萬 | 0.2% | – | – | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 57,718 | $99.4 萬 | 0.2% | – | – | – |
| ZENZendesk, Inc. | COM | 7,495 | $99.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,974 | $98.8 萬 | 0.2% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,282 | $98.7 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 27,088 | $98.1 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A789 | ST STR SP INS | 26,675 | $97.7 萬 | 0.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 14,035 | $97.1 萬 | 0.2% | – | – | – |
| PSXPhillips 66 | Stock | 11,863 | $96.8 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 17,511 | $96.8 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 6,327 | $95.9 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 5,127 | $95.8 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E586 | KBW PPTY CASUT | 12,612 | $94.6 萬 | 0.2% | – | – | – |
| QCOMQualcomm Inc | Stock | 7,107 | $94.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 11,325 | $93.8 萬 | 0.2% | – | – | – |
| FSKFS KKR Capital Corp | COM | 47,043 | $93.3 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 21,908 | $90.2 萬 | 0.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 9,759 | $88.7 萬 | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 17,262 | $88.1 萬 | 0.2% | – | – | – |
| SOSouthern Co | Stock | 14,055 | $87.3 萬 | 0.2% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,267 | $86.0 萬 | 0.2% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 5,994 | $85.9 萬 | 0.2% | – | – | 歷史 |
| Tidal ETF Tr886364843 | ATAC US ROTATION | 37,922 | $84.6 萬 | 0.2% | – | – | – |
| BLKBlackRock, Inc. | COM | 1,121 | $84.5 萬 | 0.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 10,632 | $83.4 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,679 | $83.4 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 4,656 | $83.0 萬 | 0.2% | – | – | – |
| DKNGDraftKings Inc. | COM CL A | 13,509 | $82.8 萬 | 0.2% | – | – | 歷史 |
| SHAKShake Shack Inc. | CL A | 7,280 | $82.1 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,427 | $81.5 萬 | 0.1% | – | – | – |
| CDWCDW Corp | COM | 4,894 | $81.1 萬 | 0.1% | – | – | 歷史 |
| CAHCardinal Health Inc | Stock | 13,314 | $80.9 萬 | 0.1% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 14,849 | $80.9 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 5,186 | $80.9 萬 | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 3,362 | $80.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,920 | $80.2 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,272 | $80.1 萬 | 0.1% | – | – | 歷史 |
| ICLRIcon PLC | COM | 4,065 | $79.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 14,506 | $79.3 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,053 | $78.4 萬 | 0.1% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 19,687 | $77.7 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 9,912 | $75.5 萬 | 0.1% | – | – | – |
| SYKStryker Corp | Stock | 3,094 | $75.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,372 | $74.7 萬 | 0.1% | – | – | – |
| VLOValero Energy Corp | Stock | 10,393 | $74.4 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Bloomberg US Dollar Bullish Fund97717W471 | ETF | 28,359 | $73.0 萬 | 0.1% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 8,152 | $71.5 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E867 | DORSEY WRGT EMRG | 29,183 | $70.1 萬 | 0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,747 | $68.3 萬 | 0.1% | – | – | – |
| CVSCVS Health Corp | Stock | 8,994 | $67.7 萬 | 0.1% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 2,778 | $67.6 萬 | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 2,708 | $67.4 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 4,741 | $67.0 萬 | 0.1% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4,751 | $66.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 2,652 | $66.9 萬 | 0.1% | – | – | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 19,864 | $65.8 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 10,592 | $65.6 萬 | 0.1% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 10,835 | $65.6 萬 | 0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,956 | $65.3 萬 | 0.1% | – | – | – |
| iShares Inc464286343 | US PWR INFRA ETF | 41,547 | $65.2 萬 | 0.1% | – | – | – |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 10,641 | $63.8 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 12,018 | $63.5 萬 | 0.1% | – | – | – |
| XELXcel Energy Inc | Stock | 9,507 | $63.3 萬 | 0.1% | – | – | 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。