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Livermore
Livermore
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Mutual Advisors, LLC

SEC CIK
0001694080
最新申報
2026/8/14

2021 年第 4 季持倉

持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
881
較 2021 年第 3 季 +21
總值
$18.9 億
較 2021 年第 3 季 +$1.98 億 (+11.7%)
申報日
2022/2/14
SEC
Mutual Advisors, LLC 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Broadcom Inc.11135F200COM123$25.5 萬<0.1%+123新進–
REGIRenewable Energy Group, Inc.COM NEW6,000$25.5 萬<0.1%00.0%不變歷史
GNRCGenerac Holdings Inc.Stock727$25.6 萬<0.1%+727新進歷史
PSXPhillips 66Stock3,529$25.6 萬<0.1%+111+3.2%加碼歷史
iShares Tr464288612INTRM GOV CR ETF2,256$25.7 萬<0.1%+221+10.9%加碼–
First Tr Exchange Traded FD33741X102SMID RISNG ETF8,559$25.9 萬<0.1%+8,559新進–
MDYSPDR S&P Midcap 400 ETF TrustETF504$26.1 萬<0.1%−10,593−95.5%減碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF2,139$26.2 萬<0.1%+207+10.7%加碼–
PLDPrologis, Inc.REIT1,563$26.3 萬<0.1%+1,563新進歷史
PGRProgressive CorpStock2,559$26.3 萬<0.1%+309+13.7%加碼歷史
iShares Tr46432F370MSCI USA SZE FT1,918$26.3 萬<0.1%−434−18.5%減碼–
CMGChipotle Mexican Grill IncCOM151$26.4 萬<0.1%−5−3.2%減碼歷史
FCXFreeport-McMoran IncStock6,348$26.5 萬<0.1%−3,623−36.3%減碼歷史
CHWYChewy, Inc.CL A4,500$26.5 萬<0.1%+450+11.1%加碼歷史
NPVNuveen Virginia Quality Municipal Income FundCOM15,555$26.5 萬<0.1%+5,439+53.8%加碼歷史
MCKMcKesson CorpStock1,071$26.6 萬<0.1%+5+0.5%加碼歷史
First Tr Exchng Traded FD VI33740F649FT VEST NAS11,405$26.8 萬<0.1%+11,405新進–
APTSPreferred Apartment Communities IncCOM14,954$27.0 萬<0.1%−695−4.4%減碼歷史
ORIOld Republic International CorpCOM11,025$27.1 萬<0.1%+442+4.2%加碼歷史
iShares Tr464288208MRGSTR MD CP ETF3,808$27.1 萬<0.1%+160+4.4%加碼–
DJCODaily Journal CorpCOM768$27.4 萬<0.1%00.0%不變歷史
SALSalisbury Bancorp, Inc.COM4,978$27.4 萬<0.1%00.0%不變歷史
Signature BK New York N Y82669G104COM851$27.5 萬<0.1%−181−17.5%減碼–
ORLYO Reilly Automotive IncStock391$27.6 萬<0.1%+53+15.7%加碼歷史
ProShares Tr74347B680S&P MDCP 400 DIV3,759$27.7 萬<0.1%−248−6.2%減碼–
VIXMProShares Trust IIVIX MDTRM FUTR N9,205$28.1 萬<0.1%+1,905+26.1%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,734$28.2 萬<0.1%−258−13.0%減碼–
CPRICapri Holdings LtdSHS4,408$28.6 萬<0.1%00.0%不變歷史
RIVNRivian Automotive, Inc.Stock2,784$28.9 萬<0.1%+2,784新進歷史
LRCXLam Research CorpCOM401$28.9 萬<0.1%+14+3.6%加碼歷史
DGXQuest Diagnostics IncCOM1,677$29.0 萬<0.1%+8+0.5%加碼歷史
ZZillow Group, Inc.CL C CAP STK4,545$29.0 萬<0.1%+391+9.4%加碼歷史
iShares Tr464288760US AER DEF ETF2,855$29.3 萬<0.1%−259−8.3%減碼–
Cambria ETF Tr132061607GLB ASSET ALLO9,413$29.3 萬<0.1%00.0%不變–
SPGIS&P Global Inc.Stock625$29.5 萬<0.1%+31+5.2%加碼歷史
GWREGuidewire Software, Inc.COM2,622$29.8 萬<0.1%+227+9.5%加碼歷史
OMCOmnicom Group Inc.COM4,079$29.9 萬<0.1%+65+1.6%加碼歷史
CHGGChegg, IncCOM9,790$30.1 萬<0.1%00.0%不變歷史
UUnity Software Inc.COM2,114$30.2 萬<0.1%+130+6.6%加碼歷史
MITKMitek Systems IncCOM NEW17,007$30.2 萬<0.1%00.0%不變歷史
ProShares Tr74347B698RUSS 2000 DIVD4,530$30.3 萬<0.1%−391−7.9%減碼–
Flagstar Bank, National Association649445103COM24,854$30.3 萬<0.1%−2,458−9.0%減碼–
FNVFranco Nevada CorpStock2,206$30.5 萬<0.1%+2,206新進歷史
CABOCable One, Inc.COM173$30.5 萬<0.1%−48−21.7%減碼歷史
EWEdwards Lifesciences CorpStock2,365$30.6 萬<0.1%+45+1.9%加碼歷史
HUMHumana IncStock659$30.6 萬<0.1%00.0%不變歷史
VIRTVirtu Financial, Inc.CL A10,650$30.7 萬<0.1%+1,576+17.4%加碼歷史
ISRGIntuitive Surgical IncCOM NEW863$31.0 萬<0.1%+86+11.1%加碼依 3 比 1 拆股換算歷史
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS1,985$31.1 萬<0.1%−1,972−49.8%減碼–
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF9,923$31.2 萬<0.1%−1,808−15.4%減碼–
Northern LTS FD Tr IV66538H278MAIN THEMATC IN15,227$31.2 萬<0.1%+4,297+39.3%加碼–
URIUnited Rentals, Inc.COM940$31.2 萬<0.1%+335+55.4%加碼歷史
IQVIQVIA Holdings Inc.Stock1,112$31.4 萬<0.1%+10+0.9%加碼歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK10,611$31.4 萬<0.1%+10,611新進–
Pacer Trendpilot 100 ETF69374H303ETF5,334$31.5 萬<0.1%+5,334新進–
OXYOccidental Petroleum CorpStock10,898$31.6 萬<0.1%+10,898新進歷史
SPGSimon Property Group Inc.REIT1,978$31.6 萬<0.1%+67+3.5%加碼歷史
SJMJ M SMUCKER CoStock2,336$31.7 萬<0.1%+5+0.2%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF931$31.7 萬<0.1%00.0%不變–
DBLDoubleLine Opportunistic Credit FundCOM16,549$31.7 萬<0.1%−850−4.9%減碼歷史
KRKroger CoStock7,025$31.8 萬<0.1%+902+14.7%加碼歷史
TTETotalEnergies SESPONSORED ADS6,430$31.8 萬<0.1%+1,069+19.9%加碼歷史
SCCOSouthern Copper CorpStock5,186$32.0 萬<0.1%+180+3.6%加碼歷史
MRNAModerna, Inc.Stock1,269$32.2 萬<0.1%−3,243−71.9%減碼歷史
WisdomTree Tr97717X719CHINADIV EX FI6,462$32.2 萬<0.1%−3,432−34.7%減碼–
SPDR Series Trust78468R721STATE STREET SPD6,251$32.3 萬<0.1%−228−3.5%減碼–
FBINFortune Brands Innovations, Inc.COM3,023$32.3 萬<0.1%+50+1.7%加碼歷史
USXUS Xpress Enterprises IncCOM CL A55,070$32.3 萬<0.1%00.0%不變歷史
AEPAmerican Electric Power Co IncStock3,658$32.5 萬<0.1%+3+0.1%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1894$32.5 萬<0.1%−342−27.7%減碼歷史
IFFInternational Flavors & Fragrances IncCOM2,159$32.5 萬<0.1%−491−18.5%減碼歷史
KHCKraft Heinz CoStock9,077$32.6 萬<0.1%+9,077新進歷史
First Tr Exch Traded FD III33739P871HORIZON MNGD ETF10,245$32.6 萬<0.1%+200+2.0%加碼–
iShares Core S&P U.S. Growth ETF464287671ETF2,826$32.7 萬<0.1%−690−19.6%減碼–
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF12,619$32.8 萬<0.1%+200+1.6%加碼–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF10,772$32.8 萬<0.1%+1,086+11.2%加碼–
BUSEFirst Busey CorpCOM NEW12,145$32.9 萬<0.1%00.0%不變歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF10,720$33.1 萬<0.1%−231−2.1%減碼–
iShares Tr46428865310-20 YR TRS ETF2,232$33.1 萬<0.1%+2,232新進–
State Street SPDR S&P Bank ETF78464A797ETF6,119$33.4 萬<0.1%+1,000+19.5%加碼–
ICEIntercontinental Exchange, Inc.Stock2,449$33.5 萬<0.1%+73+3.1%加碼歷史
ALGNAlign Technology IncCOM509$33.5 萬<0.1%−9−1.7%減碼歷史
VTRVentas, Inc.REIT6,575$33.6 萬<0.1%−92−1.4%減碼歷史
FIRYFiry Inc.COM45,111$33.6 萬<0.1%+11,390+33.8%加碼歷史
STWDStarwood Property Trust, Inc.COM13,869$33.7 萬<0.1%−3,787−21.4%減碼歷史
HRIHerc Holdings IncCOM2,156$33.7 萬<0.1%+632+41.5%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,815$33.9 萬<0.1%−697−19.8%減碼歷史
IPInternational Paper CoCOM7,225$33.9 萬<0.1%−459−6.0%減碼歷史
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX7,913$34.1 萬<0.1%00.0%不變–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT5,601$34.1 萬<0.1%−220−3.8%減碼–
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR6,777$34.1 萬<0.1%−79−1.2%減碼–
EPAMEPAM Systems, Inc.COM511$34.2 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL6,733$34.4 萬<0.1%00.0%不變–
NMFCNew Mountain Finance CorpCOM25,115$34.4 萬<0.1%−113−0.4%減碼歷史
MEDMedifast IncCOM1,646$34.5 萬<0.1%+10+0.6%加碼歷史
STZConstellation Brands, Inc.Stock1,379$34.6 萬<0.1%−93−6.3%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR5,760$34.9 萬<0.1%+292+5.3%加碼歷史
IQIInvesco Quality Municipal Income TrustCOM25,691$34.9 萬<0.1%00.0%不變歷史
iShares Tr464287119MORNINGSTAR GRWT4,890$35.1 萬<0.1%00.0%不變–
iShares Inc46434G822MSCI JAPAN ETF5,256$35.2 萬<0.1%−4,331−45.2%減碼–

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。

Mutual Advisors, LLC 在 2021 年第 4 季的選擇權部位
證券類別賣權買權
TSLATesla, Inc.Stock–$456.8 萬

2021 年第 3 季之後清倉（60 檔）

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

Mutual Advisors, LLC 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
First Tr Exchng Traded FD VI33740U802FT VEST U.S.298,025$912.3 萬0.5%–
iShares Tr464287838U.S. BAS MTL ETF28,923$360.3 萬0.2%–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF28,257$312.4 萬0.2%–
iShares Inc464286806MSCI GERMANY ETF67,849$223.4 萬0.1%–
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF25,638$187.4 萬0.1%–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF37,832$182.8 萬0.1%–
NETCloudflare, Inc.CL A COM13,704$154.4 萬0.1%歷史
AAAlcoa CorpStock27,040$132.3 萬0.1%歷史
DKSDick's Sporting Goods, Inc.Stock9,529$114.1 萬0.1%歷史
CLFCleveland-Cliffs Inc.COM54,003$107.0 萬0.1%歷史
HUNHuntsman CORPCOM32,719$96.8 萬0.1%歷史
Vanguard Materials ETF92204A801ETF4,219$73.1 萬<0.1%–
PVHPVH Corp.COM6,965$71.6 萬<0.1%歷史
DELLDell Technologies Inc.Stock6,475$67.4 萬<0.1%歷史
WHRWhirlpool CorpStock3,117$63.5 萬<0.1%歷史
VSXYVictoria's Secret & Co.COMMON STOCK11,371$62.8 萬<0.1%歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF9,419$52.7 萬<0.1%–
Nuveen Tax-Advantaged Divid67073G105COM30,955$49.0 萬<0.1%–
ITGartner IncCOM1,581$48.0 萬<0.1%歷史
ALBAlbemarle CorpStock2,161$47.3 萬<0.1%歷史
EAElectronic Arts Inc.COM3,128$44.5 萬<0.1%歷史
iShares Inc464286285JP MRGN EM HI BD9,781$43.4 萬<0.1%–
Vanguard Emerging Markets Government Bond ETF921946885ETF5,244$41.1 萬<0.1%–
iShares Inc464286178US INTL HGH YLD7,683$38.4 萬<0.1%–
VERVEREIT, Inc.COM7,732$35.0 萬<0.1%歷史
WATWaters CorpCOM922$32.9 萬<0.1%歷史
EVRIEveri Holdings Inc.COM13,107$31.7 萬<0.1%歷史
LNWOLight & Wonder, Inc.COM3,814$31.7 萬<0.1%歷史
FTSIFTS International, Inc.COM NEW CL A11,946$29.4 萬<0.1%歷史
Innovator ETFs Tr45782C102IBD 50 ETF6,163$29.2 萬<0.1%–
PENNPENN Entertainment, Inc.COM3,891$28.2 萬<0.1%歷史
RIORio Tinto PLCADR4,003$26.7 萬<0.1%歷史
CROXCrocs, Inc.COM1,850$26.5 萬<0.1%歷史
TSEOQTrinseo PLCSHS4,744$25.6 萬<0.1%歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI15,549$25.5 萬<0.1%–
UPSTUpstart Holdings, Inc.COM794$25.1 萬<0.1%歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1,865$24.9 萬<0.1%–
RDFNRedfin CorpCOM4,899$24.5 萬<0.1%歷史
IDXXIDEXX Laboratories IncCOM381$23.7 萬<0.1%歷史
AFRMAffirm Holdings, Inc.COM CL A1,910$22.8 萬<0.1%歷史
APPNAppian CorpCL A2,460$22.8 萬<0.1%歷史
ZDZiff Davis, Inc.COM1,640$22.4 萬<0.1%歷史
J2 Global Inc48123V110COM1,640$22.4 萬<0.1%–
iShares Tr464287549EXPND TEC SC ETF545$22.0 萬<0.1%–
TECHBIO-TECHNE CorpCOM452$21.9 萬<0.1%歷史
MSTRStrategy IncStock375$21.7 萬<0.1%歷史
iShares Core S&P US Value ETF464287663ETF3,029$21.5 萬<0.1%–
Flexshares Tr33939L779DISCP DUR MBS9,081$21.3 萬<0.1%–
iShares Core MSCI Total International Stock ETF46432F834ETF2,983$21.2 萬<0.1%–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF7,013$20.9 萬<0.1%–
First Tr Exchng Traded FD VI33740U307FT VEST US EQT6,117$20.8 萬<0.1%–
UNMUnum GroupStock8,223$20.6 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT9,201$20.6 萬<0.1%–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF3,702$20.4 萬<0.1%–
BYNDBeyond Meat, Inc.COM1,907$20.1 萬<0.1%歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM16,283$19.9 萬<0.1%歷史
VTRSViatris IncStock14,130$19.1 萬<0.1%歷史
ProShares Tr74347G598ULTRASHORT INDL10,200$15.7 萬<0.1%–
HIMXHimax Technologies, Inc.SPONSORED ADR11,231$12.0 萬<0.1%歷史
Bitfarms Ltd Com09173B107Stock10,100$4.30 萬<0.1%–