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Livermore
Livermore
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Enlightenment Research, LLC

SEC CIK
0001676924
最新申報
2023/1/24

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
94
較 2022 年第 1 季 −38
總值
$4,656 萬
較 2022 年第 1 季 −$2,863 萬 (−38.1%)
申報日
2022/8/12
SEC
Enlightenment Research, LLC 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NVDANVIDIA CorpStock15,700$238.0 萬5.1%+13,500+613.6%加碼歷史
GISGeneral Mills IncStock19,100$144.1 萬3.1%+19,100新進歷史
BACBank of America CorpStock45,600$142.0 萬3.0%+32,700+253.5%加碼歷史
METAMeta Platforms, Inc.Stock8,340$134.5 萬2.9%+8,340新進歷史
BRK.BBerkshire Hathaway IncStock4,900$133.8 萬2.9%+4,900新進歷史
TXNTexas Instruments IncStock8,500$130.6 萬2.8%+8,500新進歷史
FDXFedEx CorpStock5,600$127.0 萬2.7%+5,600新進歷史
MCDMcDonalds CorpStock5,100$125.9 萬2.7%+5,100新進歷史
PXDPioneer Natural Resources CoCOM5,400$120.5 萬2.6%+4,200+350.0%加碼歷史
XOMExxonMobil Holdings CorpCOM13,599$116.5 萬2.5%+13,599新進歷史
EOGEOG Resources IncStock9,300$102.7 萬2.2%+7,300+365.0%加碼歷史
LINLinde PLCSHS3,396$97.6 萬2.1%+3,396新進歷史
WMTWalmart Inc.Stock7,800$94.8 萬2.0%+7,800新進歷史
HPQHP IncStock28,400$93.1 萬2.0%+28,400新進歷史
COSTCostco Wholesale CorpStock1,800$86.3 萬1.9%+1,400+350.0%加碼歷史
SHOPShopify Inc.Stock27,400$85.6 萬1.8%+27,400新進歷史
HONHoneywell International IncCOM4,896$85.1 萬1.8%+2,196+81.3%加碼歷史
TJXTJX Companies IncStock15,000$83.8 萬1.8%+10,998+274.8%加碼歷史
NEMNEWMONT CorpStock13,100$78.2 萬1.7%+10,152+344.4%加碼歷史
HESHess CorpStock7,109$75.3 萬1.6%+5,098+253.5%加碼歷史
VVisa Inc.Stock3,400$66.9 萬1.4%+3,400新進歷史
CSXCSX CorpStock22,100$64.2 萬1.4%+22,100新進歷史
ACCAmerican Campus Communities IncCOM9,500$61.2 萬1.3%+9,500新進歷史
JPMJPMorgan Chase & CoStock5,400$60.8 萬1.3%−2,607−32.6%減碼歷史
ORCLOracle CorpStock8,500$59.4 萬1.3%+8,500新進歷史
AVGOBroadcom Inc.Stock1,200$58.3 萬1.3%+1,200新進歷史
MCKMcKesson CorpStock1,700$55.5 萬1.2%+1,700新進歷史
GOOGAlphabet Inc.Stock250$54.7 萬1.2%+250新進歷史
NXPINXP Semiconductors N.V.COM3,600$53.3 萬1.1%+3,600新進歷史
EBAYeBay IncCOM11,400$47.5 萬1.0%+11,400新進歷史
BKRBaker Hughes CoCL A16,000$46.2 萬1.0%+2,900+22.1%加碼歷史
DISWalt Disney CoStock4,800$45.3 萬1.0%−10,389−68.4%減碼歷史
CCitigroup IncStock9,599$44.1 萬0.9%+9,599新進歷史
MRVLMarvell Technology, Inc.COM10,100$44.0 萬0.9%+10,100新進歷史
LMTLockheed Martin CorpStock1,000$43.0 萬0.9%+1,000新進歷史
ROSTRoss Stores, Inc.COM5,900$41.4 萬0.9%+2,797+90.1%加碼歷史
LILi Auto Inc.SPONSORED ADS10,600$40.6 萬0.9%+10,600新進歷史
EAElectronic Arts Inc.COM3,300$40.1 萬0.9%+900+37.5%加碼歷史
TGTTarget CorpStock2,800$39.5 萬0.8%−1,305−31.8%減碼歷史
DOWDow Inc.Stock7,500$38.7 萬0.8%+7,500新進歷史
CVXChevron CorpStock2,655$38.4 萬0.8%+2,655新進歷史
FISFidelity National Information Services, Inc.Stock4,098$37.6 萬0.8%+4,098新進歷史
CCICrown Castle Inc.REIT2,200$37.0 萬0.8%+2,200新進歷史
CVSCVS Health CorpStock3,799$35.2 萬0.8%+3,799新進歷史
Barrick Gold Corp067901108COM19,900$35.2 萬0.8%−12,300−38.2%減碼–
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR29,900$34.9 萬0.7%+8,000+36.5%加碼歷史
BBYBest Buy Co IncStock5,200$33.9 萬0.7%+1,800+52.9%加碼歷史
NUENucor CorpCOM3,166$33.1 萬0.7%+3,166新進歷史
CSCOCisco Systems, Inc.Stock7,700$32.8 萬0.7%+7,700新進歷史
GSGoldman Sachs Group IncStock1,100$32.7 萬0.7%+1,100新進歷史
TMOThermo Fisher Scientific Inc.Stock600$32.6 萬0.7%+600新進歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,900$31.9 萬0.7%−8,200−67.8%減碼歷史
DHRDanaher CorpStock1,260$31.9 萬0.7%+1,260新進歷史
VFCV F CorpStock7,200$31.8 萬0.7%+7,200新進歷史
AMATApplied Materials IncStock3,500$31.8 萬0.7%+600+20.7%加碼歷史
MSMorgan StanleyStock4,162$31.7 萬0.7%−8,543−67.2%減碼歷史
AMGNAmgen IncStock1,300$31.6 萬0.7%+1,300新進歷史
PMPhilip Morris International Inc.Stock3,200$31.6 萬0.7%+3,200新進歷史
IDXXIDEXX Laboratories IncCOM900$31.6 萬0.7%+900新進歷史
WFCWells Fargo & CompanyStock8,002$31.3 萬0.7%−24,298−75.2%減碼歷史
SHWSherwin Williams CoCOM1,400$31.3 萬0.7%+300+27.3%加碼歷史
ZMZoom Communications, Inc.Stock2,800$30.2 萬0.6%−2,100−42.9%減碼歷史
ABNBAirbnb, Inc.Stock3,300$29.4 萬0.6%+3,300新進歷史
SCHWSchwab Charles CorpStock4,500$28.4 萬0.6%−34,105−88.3%減碼歷史
CLXClorox CoStock2,000$28.2 萬0.6%+2,000新進歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG25,500$27.1 萬0.6%+25,500新進歷史
WDCWestern Digital CorpCOM5,900$26.4 萬0.6%+5,900新進歷史
ROKURoku, IncCOM CL A3,200$26.3 萬0.6%+3,200新進歷史
LLYEli Lilly & CoStock800$25.9 萬0.6%+800新進歷史
KDPKeurig Dr Pepper Inc.COM7,300$25.8 萬0.6%+7,300新進歷史
DELLDell Technologies Inc.Stock5,500$25.4 萬0.5%+5,500新進歷史
SESea LtdSPONSORD ADS3,700$24.7 萬0.5%+3,700新進歷史
FCXFreeport-McMoran IncStock8,222$24.1 萬0.5%+8,222新進歷史
ANETArista Networks, Inc.COM2,500$23.4 萬0.5%+2,500新進歷史
EMREmerson Electric CoStock2,924$23.3 萬0.5%+2,924新進歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,500$23.3 萬0.5%+1,500新進歷史
CLRContinental Resources, IncCOM3,500$22.9 萬0.5%+3,500新進歷史
ADSKAutodesk, Inc.COM1,300$22.4 萬0.5%−300−18.8%減碼歷史
FISVFiserv IncStock2,500$22.2 萬0.5%+2,500新進歷史
PGRProgressive CorpStock1,892$22.0 萬0.5%+1,892新進歷史
BURLBurlington Stores, Inc.COM1,600$21.8 萬0.5%+1,600新進歷史
AZNAstraZeneca PLCSPONSORED ADR3,200$21.1 萬0.5%−1,400−30.4%減碼歷史
MLMMartin Marietta Materials IncCOM700$20.9 萬0.4%+700新進歷史
RBLXRoblox CorpStock6,300$20.7 萬0.4%+6,300新進歷史
DDDuPont de Nemours, Inc.COM3,600$20.0 萬0.4%+299+9.1%加碼歷史
PCGPG&E CorpStock14,600$14.6 萬0.3%+14,600新進歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS19,000$14.3 萬0.3%+19,000新進歷史
SOFISoFi Technologies, Inc.Stock18,700$9.90 萬0.2%+18,700新進歷史
NLYAnnaly Capital Management IncCOM13,300$7.90 萬0.2%−7,300−35.4%減碼歷史
Yamana Gold Inc98462Y100COM15,600$7.30 萬0.2%+15,600新進–
NUNu Holdings Ltd.ORD SHS CL A18,400$6.90 萬0.1%+18,400新進歷史
RIGTransocean Ltd.REGISTERED SHS10,500$3.50 萬0.1%+10,500新進歷史
SIDNational Steel CoSPONSORED ADR10,600$3.10 萬0.1%+10,600新進歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS12,500$3.00 萬0.1%+12,500新進歷史

2022 年第 1 季之後清倉（103 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 103 檔。

Enlightenment Research, LLC 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
AMDAdvanced Micro Devices IncStock44,400$485.5 萬6.5%歷史
TSLATesla, Inc.Stock2,700$291.0 萬3.9%歷史
GOOGLAlphabet Inc.Stock850$236.4 萬3.1%歷史
OXYOccidental Petroleum CorpStock32,346$183.5 萬2.4%歷史
NKENIKE, Inc.Stock11,400$153.4 萬2.0%歷史
MARAMARA Holdings, Inc.COM50,200$140.3 萬1.9%歷史
TFCTruist Financial CorpCOM24,700$140.0 萬1.9%歷史
PGProcter & Gamble CoStock8,400$128.4 萬1.7%歷史
PNCPNC Financial Services Group, Inc.Stock6,700$123.6 萬1.6%歷史
RTXRTX CorpStock12,100$119.9 萬1.6%歷史
KOCoca Cola CoStock17,597$109.1 萬1.5%歷史
AAPLApple Inc.Stock6,109$106.7 萬1.4%歷史
UBERUber Technologies, IncStock27,500$98.1 萬1.3%歷史
BABAAlibaba Group Holding LtdADR7,635$83.1 萬1.1%歷史
CMECME Group Inc.COM3,327$79.1 萬1.1%歷史
JNJJohnson & JohnsonStock4,450$78.9 萬1.0%歷史
LOWLowes Companies IncStock3,850$77.8 萬1.0%歷史
NFLXNetflix IncStock1,800$67.4 萬0.9%歷史
DVNDevon Energy CorpStock11,400$67.4 萬0.9%歷史
PDDPDD Holdings Inc.SPONSORED ADS16,300$65.4 萬0.9%歷史
BNYBank of New York Mellon CorpStock12,800$63.5 萬0.8%歷史
RIVNRivian Automotive, Inc.Stock12,431$62.5 萬0.8%歷史
USBUS Bancorp DECOM NEW11,600$61.7 萬0.8%歷史
HUMHumana IncStock1,400$60.9 萬0.8%歷史
BPBP PLCADR20,400$60.0 萬0.8%歷史
SHELShell plcADR10,200$56.0 萬0.7%歷史
MDLZMondelez International, Inc.Stock8,700$54.6 萬0.7%歷史
XYZBlock, Inc.CL A4,000$54.2 萬0.7%歷史
ALGNAlign Technology IncCOM1,200$52.3 萬0.7%歷史
DGDollar General CorpCOM2,300$51.2 萬0.7%歷史
ITWIllinois Tool Works IncStock2,400$50.3 萬0.7%歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD86,700$49.5 萬0.7%歷史
BBWIBath & Body Works, Inc.COM10,200$48.8 萬0.6%歷史
INTCIntel CorpStock9,700$48.1 萬0.6%歷史
INTUIntuit Inc.Stock1,000$48.1 萬0.6%歷史
CBChubb LtdStock2,184$46.7 萬0.6%歷史
ABBVAbbVie Inc.Stock2,879$46.7 萬0.6%歷史
EQNREquinor ASASPONSORED ADR12,100$45.4 萬0.6%歷史
ARAntero Resources CorpCOM14,400$44.0 萬0.6%歷史
CHTRCharter Communications, Inc.CL A800$43.6 萬0.6%歷史
UPSUnited Parcel Service IncStock2,000$42.9 萬0.6%歷史
LULUlululemon athletica inc.Stock1,100$40.2 萬0.5%歷史
LENLennar CorpCL A4,800$39.0 萬0.5%歷史
DHIHorton D R IncCOM5,200$38.7 萬0.5%歷史
YUMYum Brands IncStock3,200$37.9 萬0.5%歷史
TPRTapestry, Inc.COM10,101$37.5 萬0.5%歷史
PHParker-Hannifin CorpStock1,300$36.9 萬0.5%歷史
PEPPepsiCo IncStock2,200$36.8 萬0.5%歷史
TECKTeck Resources LtdCL B9,000$36.4 萬0.5%歷史
CCJCameco CorpStock12,400$36.1 萬0.5%歷史
ZNGAZynga IncCL A37,400$34.6 萬0.5%歷史
BAXBaxter International IncStock4,392$34.1 萬0.5%歷史
RRCRange Resources CorpCOM11,200$34.0 萬0.5%歷史
ASOAcademy Sports & Outdoors, Inc.COM8,600$33.9 萬0.5%歷史
ASMLASML Holding NVADR500$33.4 萬0.4%歷史
VZVerizon Communications IncStock6,500$33.1 萬0.4%歷史
WSTWest Pharmaceutical Services IncCOM800$32.9 萬0.4%歷史
COINCoinbase Global, Inc.COM CL A1,700$32.3 萬0.4%歷史
KMBKimberly Clark CorpStock2,600$32.0 萬0.4%歷史
VALEVale S.A.SPONSORED ADS15,900$31.8 萬0.4%歷史
MMM3M CoStock2,099$31.2 萬0.4%歷史
KRKroger CoStock5,400$31.0 萬0.4%歷史
HALHalliburton CoStock8,101$30.7 萬0.4%歷史
PYPLPayPal Holdings, Inc.Stock2,600$30.1 萬0.4%歷史
KMXCarMax IncCOM3,100$29.9 萬0.4%歷史
MGMMGM Resorts InternationalStock6,900$28.9 萬0.4%歷史
TDToronto Dominion BankStock3,600$28.6 萬0.4%歷史
BXBlackstone Inc.COM2,200$27.9 萬0.4%歷史
CTRACoterra Energy Inc.Stock10,100$27.2 萬0.4%歷史
BHPBHP Group LtdADR3,500$27.0 萬0.4%歷史
KMIKinder Morgan, Inc.Stock14,300$27.0 萬0.4%歷史
ODFLOld Dominion Freight Line, Inc.COM900$26.9 萬0.4%歷史
BIDUBaidu, Inc.ADR2,000$26.5 萬0.4%歷史
CARRCarrier Global CorpStock5,700$26.1 萬0.3%歷史
ZIONZions Bancorporation, National AssociationCOM3,800$24.9 萬0.3%歷史
OVVOvintiv Inc.COM4,600$24.9 萬0.3%歷史
GLWCorning IncCOM6,600$24.4 萬0.3%歷史
GSKGSK plcSPONSORED ADR5,600$24.4 萬0.3%歷史
BILIBilibili Inc.SPONS ADS REP Z9,500$24.3 萬0.3%歷史
CTXSCitrix Systems IncCOM2,400$24.2 萬0.3%歷史
AAAlcoa CorpStock2,667$24.0 萬0.3%歷史
VMWVmware LLCCL A COM2,100$23.9 萬0.3%歷史
APTVAptiv PLCSHS1,999$23.9 萬0.3%歷史
SPGSimon Property Group Inc.REIT1,800$23.7 萬0.3%歷史
MAAMid America Apartment Communities Inc.COM1,100$23.0 萬0.3%歷史
CBRECbre Group, Inc.CL A2,500$22.9 萬0.3%歷史
HCAHCA Healthcare, Inc.COM900$22.6 萬0.3%歷史
FITBFifth Third BancorpCOM5,200$22.4 萬0.3%歷史
ATVIActivision Blizzard, Inc.COM2,800$22.4 萬0.3%歷史
JBHTHunt J B Transport Services IncCOM1,100$22.1 萬0.3%歷史
PLANAnaplan, Inc.COM3,400$22.1 萬0.3%歷史
HASHasbro, Inc.COM2,600$21.3 萬0.3%歷史
MROMarathon Oil CorpCOM8,476$21.3 萬0.3%歷史
AAPAdvance Auto Parts IncCOM1,025$21.2 萬0.3%歷史
UNHUnitedHealth Group IncStock400$20.4 萬0.3%歷史
ZENZendesk, Inc.COM1,700$20.4 萬0.3%歷史
FANGDiamondback Energy, Inc.Stock1,481$20.3 萬0.3%歷史
TRVTravelers Companies, Inc.Stock1,098$20.1 萬0.3%歷史
GFIGold Fields LtdSPONSORED ADR12,900$19.9 萬0.3%歷史
HOODRobinhood Markets, Inc.Stock14,200$19.2 萬0.3%歷史