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Livermore
Livermore
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McAdam, LLC

SEC CIK
0001695490
最新申報
2026/8/4

2024 年第 4 季持倉

持倉截至 2024/12/31，2025/1/24 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
353
較 2024 年第 3 季 +23
總值
$18.3 億
較 2024 年第 3 季 +$5,022 萬 (+2.8%)
申報日
2025/1/24
SEC
McAdam, LLC 在 2024 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
SENSSenseonics Holdings, Inc.COM25,001$1.31 萬<0.1%00.0%不變歷史
OPKOpko Health, Inc.COM10,054$1.48 萬<0.1%−1,131−10.1%減碼歷史
CUTRCutera IncCOM53,237$1.88 萬<0.1%+53,237新進歷史
REIRing Energy, Inc.COM14,485$1.97 萬<0.1%−5,107−26.1%減碼歷史
OLPXOlaplex Holdings, Inc.COM14,632$2.53 萬<0.1%+2,547+21.1%加碼歷史
IAUXi-80 Gold Corp.COM64,747$3.14 萬<0.1%+51,493+388.5%加碼歷史
ABATAmerican Battery Technology CoCOM NEW17,672$4.35 萬<0.1%+434+2.5%加碼歷史
VRAVera Bradley, Inc.COM12,756$5.01 萬<0.1%+12,756新進歷史
WALDWaldencast plcCOMMON STOCK12,489$5.02 萬<0.1%−4,535−26.6%減碼歷史
PRMPerimeter Solutions, Inc.COMMON STOCK10,243$13.1 萬<0.1%+10,243新進歷史
Tidal ETF Tr88634T824II YIELDMAX COIN OP12,385$16.2 萬<0.1%+12,385新進–
TAKTakeda Pharmaceutical Co LtdADR13,330$17.6 萬<0.1%+458+3.6%加碼歷史
AMCRAmcor plcORD19,705$18.5 萬<0.1%+19,705新進歷史
FDXFedEx CorpStock713$20.1 萬<0.1%+713新進歷史
DINOHF Sinclair CorpCOM5,730$20.1 萬<0.1%+5,730新進歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP4,829$20.2 萬<0.1%+4,829新進–
NLYAnnaly Capital Management IncREIT11,113$20.3 萬<0.1%−66−0.6%減碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF5,313$20.4 萬<0.1%+5,313新進–
DHRDanaher CorpStock896$20.6 萬<0.1%+30+3.5%加碼歷史
American Centy ETF Tr025072505DIVERSIFIED MU4,119$20.7 萬<0.1%−250−5.7%減碼–
MDLZMondelez International, Inc.Stock3,483$20.8 萬<0.1%+250+7.7%加碼歷史
Aim ETF Products Trust00888H307ALLIANZIM US EQ5,321$21.0 萬<0.1%00.0%不變–
MSMorgan StanleyStock1,691$21.3 萬<0.1%+1,691新進歷史
iShares Core S&P US Value ETF464287663ETF2,315$21.4 萬<0.1%+30+1.3%加碼–
BRBroadridge Financial Solutions, Inc.Stock951$21.5 萬<0.1%+951新進歷史
iShares Core High Dividend ETF46429B663ETF1,933$21.7 萬<0.1%+1,933新進–
GMGeneral Motors CoCOM4,155$22.1 萬<0.1%+4,155新進歷史
INTUIntuit Inc.Stock353$22.2 萬<0.1%+23+7.0%加碼歷史
ADIAnalog Devices IncStock1,046$22.2 萬<0.1%+70+7.2%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV1,683$22.2 萬<0.1%+6+0.4%加碼–
AMGNAmgen IncStock856$22.3 萬<0.1%+48+5.9%加碼歷史
KOPNKopin CorpCOM169,212$23.0 萬<0.1%+105,688+166.4%加碼歷史
TMOThermo Fisher Scientific Inc.Stock448$23.3 萬<0.1%+16+3.7%加碼歷史
iShares Russell Midcap ETF464287499ETF2,664$23.5 萬<0.1%+279+11.7%加碼–
ICEIntercontinental Exchange, Inc.Stock1,588$23.7 萬<0.1%+98+6.6%加碼歷史
Innovator ETFs Trust45782C573US EQTY PWR BUF6,248$23.7 萬<0.1%+6,248新進–
BLKBlackRock, Inc.Stock231$23.7 萬<0.1%+231新進歷史
WisdomTree Tr97717W315EMER MKT HIGH FD5,982$24.2 萬<0.1%+117+2.0%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS4,193$24.4 萬<0.1%+4,193新進–
iShares Tr464287150CORE S&P TTL STK1,915$24.6 萬<0.1%−30−1.5%減碼–
GSGoldman Sachs Group IncStock435$24.9 萬<0.1%+12+2.8%加碼歷史
Vanguard Real Estate ETF922908553ETF2,795$24.9 萬<0.1%−201−6.7%減碼–
COINCoinbase Global, Inc.COM CL A1,010$25.1 萬<0.1%+1,010新進歷史
ADBEAdobe Inc.Stock566$25.2 萬<0.1%+68+13.7%加碼歷史
WisdomTree Tr97717W760INTL SMCAP DIV4,044$25.5 萬<0.1%−93−2.2%減碼–
iShares Tr464288281JPMORGAN USD EMG2,862$25.5 萬<0.1%+177+6.6%加碼–
FMCFMC CorpCOM NEW5,291$25.7 萬<0.1%+1,167+28.3%加碼歷史
FTAIFTAI Aviation Ltd.SHS1,804$26.0 萬<0.1%+1,804新進歷史
CCitigroup IncStock3,708$26.1 萬<0.1%+399+12.1%加碼歷史
OKEONEOK IncCOM2,612$26.2 萬<0.1%+96+3.8%加碼歷史
EDConsolidated Edison IncStock2,939$26.2 萬<0.1%+328+12.6%加碼歷史
SPDR Series Trust78464A672ST INTER ETF9,487$26.4 萬<0.1%−1,103−10.4%減碼–
Ssga Active ETF Tr78467V707ST STR UL BD ETF6,560$26.5 萬<0.1%+6,560新進–
TXNTexas Instruments IncStock1,415$26.5 萬<0.1%+381+36.8%加碼歷史
DKNGDraftKings Inc.Stock7,151$26.6 萬<0.1%−121−1.7%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM1,157$26.7 萬<0.1%+1,157新進歷史
OMCOmnicom Group Inc.COM3,108$26.7 萬<0.1%+42+1.4%加碼歷史
FNVFranco Nevada CorpStock2,279$26.8 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A755ST STR SP METAL4,740$26.9 萬<0.1%+115+2.5%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF7,883$26.9 萬<0.1%−814−9.4%減碼–
iShares S&P 500 Value ETF464287408ETF1,426$27.2 萬<0.1%+30+2.1%加碼–
iShares U S ETF Tr46431W705INT RT HDG C B2,972$27.6 萬<0.1%+2,972新進–
DRSLeonardo DRS, Inc.Stock8,568$27.7 萬<0.1%+8,568新進歷史
Vanguard Industrials ETF92204A603ETF1,094$27.8 萬<0.1%+14+1.3%加碼–
MOAltria Group, Inc.Stock5,337$27.9 萬<0.1%+5,337新進歷史
NKENIKE, Inc.Stock3,715$28.1 萬<0.1%+863+30.3%加碼歷史
BKNGBooking Holdings Inc.Stock57$28.3 萬<0.1%+9+18.8%加碼歷史
WMWaste Management IncStock1,438$29.0 萬<0.1%+20+1.4%加碼歷史
iShares Tr464288562RESIDENTIAL MULT3,586$29.1 萬<0.1%+141+4.1%加碼–
BXBlackstone Inc.COM1,687$29.1 萬<0.1%+63+3.9%加碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF8,437$29.2 萬<0.1%00.0%不變–
SHELShell plcADR4,668$29.2 萬<0.1%+16+0.3%加碼歷史
ETNEaton Corp plcStock882$29.3 萬<0.1%+882新進歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF3,051$29.5 萬<0.1%+20+0.7%加碼–
SYKStryker CorpStock822$29.6 萬<0.1%+56+7.3%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS5,765$29.8 萬<0.1%−572−9.0%減碼–
Innovator ETFs Trust45782C318US EQTY PWR BUF8,495$30.5 萬<0.1%00.0%不變–
iShares MSCI India ETF46429B598ETF5,800$30.5 萬<0.1%+941+19.4%加碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF12,425$30.6 萬<0.1%+1,424+12.9%加碼–
CRMSalesforce, Inc.Stock921$30.8 萬<0.1%+137+17.5%加碼歷史
NTAPNetApp, Inc.Stock2,655$30.8 萬<0.1%+137+5.4%加碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS6,036$31.4 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT7,628$31.5 萬<0.1%00.0%不變–
FBTCFidelity Wise Origin Bitcoin FundSHS3,861$31.5 萬<0.1%+3,861新進歷史
IBITiShares Bitcoin Trust ETFETF5,973$31.7 萬<0.1%+5,973新進歷史
GLGlobe Life Inc.COM2,877$32.1 萬<0.1%−10.0%減碼歷史
SPDR Series Trust78468R770ST STR R1K YLD2,961$32.2 萬<0.1%−78−2.6%減碼–
Columbia ETF Tr II19762B202EM CORE EX ETF10,923$32.3 萬<0.1%+10,923新進–
CHEChemed CorpCOM611$32.4 萬<0.1%+15+2.5%加碼歷史
New York Life Investments Et45409B800MERGE ARBIT ETF9,918$32.7 萬<0.1%+547+5.8%加碼–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF8,317$32.9 萬<0.1%+100+1.2%加碼–
BSXBoston Scientific CorpStock3,716$33.2 萬<0.1%+199+5.7%加碼歷史
QCOMQualcomm IncStock2,170$33.3 萬<0.1%+270+14.2%加碼歷史
AAgilent Technologies, Inc.COM2,519$33.8 萬<0.1%−12−0.5%減碼歷史
SPDR Series Trust78464A656ST STR TIPS ETF13,388$33.9 萬<0.1%−5,259−28.2%減碼–
FISVFiserv IncStock1,651$33.9 萬<0.1%+58+3.6%加碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF3,710$33.9 萬<0.1%+3,710新進–
iShares Inc464286285JP MRGN EM HI BD8,961$34.0 萬<0.1%+2,283+34.2%加碼–
Innovator ETFs Trust45782C805US EQT ULTRA BF11,112$34.3 萬<0.1%00.0%不變–
iShares U S ETF Tr46431W838SHOR MAT MUN ETF6,862$34.3 萬<0.1%+86+1.3%加碼–

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。

McAdam, LLC 在 2024 年第 4 季的選擇權部位
證券類別賣權買權
CATCaterpillar IncStock–$38

2024 年第 3 季之後清倉（18 檔）

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

McAdam, LLC 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
iShares Core MSCI Total International Stock ETF46432F834ETF21,457$155.8 萬0.1%–
Schwab Charles Family FD808515530AMT TAX FREE MNY1,066,081$106.6 萬0.1%–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,499$63.4 萬<0.1%歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF7,243$36.8 萬<0.1%–
CVSCVS Health CorpStock4,354$27.4 萬<0.1%歷史
CPBCAMPBELL'S CoCOM5,318$26.0 萬<0.1%歷史
iShares Core S&P Mid-Cap ETF464287507ETF3,857$24.0 萬<0.1%–
FSKFS KKR Capital CorpCOM11,534$22.8 萬<0.1%歷史
HSYHershey CoCOM1,148$22.0 萬<0.1%歷史
iShares Tr464287556ISHARES BIOTECH1,510$22.0 萬<0.1%–
MROMarathon Oil CorpCOM7,995$21.3 萬<0.1%歷史
MASMasco CorpCOM2,483$20.8 萬<0.1%歷史
FLNAFilana Therapeutics, Inc.COM7,057$20.8 萬<0.1%歷史
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW1,543$20.0 萬<0.1%–
LQDALiquidia CorpCOM NEW11,833$11.8 萬<0.1%歷史
UWMCUWM Holdings CorpCOM CL A13,241$11.3 萬<0.1%歷史
TLRYTilray Brands, Inc.COM CL 248,129$8.47 萬<0.1%歷史
BRSPBrightSpire Capital, Inc.COM CL A10,268$5.75 萬<0.1%歷史