Clear Perspective Advisors, LLC
- SEC CIK
- 0001704677
- 最新申報
- 2022/2/17
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 152
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.56 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 |
|---|---|---|---|---|---|---|---|
| ZNGAZynga Inc | CL A | 14,524 | $14.8 萬 | 0.1% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 1,112 | $20.2 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 5,491 | $21.2 萬 | 0.1% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 1,053 | $21.2 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,532 | $21.4 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,952 | $22.4 萬 | 0.1% | – | – | – |
| APPNAppian Corp | CL A | 1,685 | $22.4 萬 | 0.1% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,455 | $22.6 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 4,366 | $23.0 萬 | 0.1% | – | – | 歷史 |
| BGSB&G Foods, Inc. | COM | 7,623 | $23.7 萬 | 0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 503 | $23.9 萬 | 0.1% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,408 | $24.0 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 650 | $24.3 萬 | 0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,743 | $24.4 萬 | 0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 11,150 | $24.6 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 3,500 | $24.6 萬 | 0.1% | – | – | – |
| WORKSlack Technologies, Inc. | COM CL A | 6,075 | $24.7 萬 | 0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 2,573 | $25.2 萬 | 0.1% | – | – | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 9,350 | $25.5 萬 | 0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,943 | $25.8 萬 | 0.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,310 | $26.3 萬 | 0.1% | – | – | – |
| ONDSOndas Inc. | COM NEW | 27,353 | $26.5 萬 | 0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 6,081 | $26.6 萬 | 0.1% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,319 | $27.6 萬 | 0.1% | – | – | – |
| SNYSanofi | SPONSORED ADR | 5,587 | $27.6 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,130 | $27.8 萬 | 0.1% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 3,312 | $27.9 萬 | 0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 2,240 | $28.9 萬 | 0.1% | – | – | 歷史 |
| Tencent Holdings Ltd ADR88032Q109 | COM | 3,625 | $28.9 萬 | 0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 3,839 | $29.0 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 802 | $29.6 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 5,287 | $29.8 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 5,381 | $30.0 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 972 | $31.0 萬 | 0.1% | – | – | – |
| TGTTarget Corp | Stock | 1,597 | $31.6 萬 | 0.1% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 2,050 | $31.8 萬 | 0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 831 | $31.8 萬 | 0.1% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,049 | $32.2 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,727 | $32.6 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,017 | $33.6 萬 | 0.1% | – | – | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 4,105 | $34.6 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,439 | $34.8 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,783 | $35.3 萬 | 0.1% | – | – | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 7,108 | $35.6 萬 | 0.1% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 7,663 | $36.2 萬 | 0.1% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,898 | $36.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,214 | $37.3 萬 | 0.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 2,748 | $38.2 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 976 | $38.8 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 10,253 | $38.9 萬 | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 5,060 | $39.1 萬 | 0.2% | – | – | 歷史 |
| OSBCOld Second Bancorp Inc | COM | 30,716 | $40.6 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 617 | $41.2 萬 | 0.2% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 5,579 | $42.0 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 917 | $42.5 萬 | 0.2% | – | – | 歷史 |
| ZSZscaler, Inc. | Stock | 2,495 | $42.8 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 8,526 | $43.6 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 10,336 | $43.7 萬 | 0.2% | – | – | – |
| WFCWells Fargo & Company | Stock | 11,222 | $43.8 萬 | 0.2% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 300 | $44.2 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,713 | $44.5 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,794 | $44.7 萬 | 0.2% | – | – | 歷史 |
| FFord Motor Co | Stock | 36,978 | $45.3 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 14,295 | $46.5 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 2,053 | $47.6 萬 | 0.2% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,553 | $47.8 萬 | 0.2% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 959 | $48.6 萬 | 0.2% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 29,887 | $48.6 萬 | 0.2% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,859 | $51.9 萬 | 0.2% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,883 | $52.0 萬 | 0.2% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 4,438 | $52.8 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,733 | $52.9 萬 | 0.2% | – | – | 歷史 |
| NVSNovartis AG | ADR | 6,330 | $54.1 萬 | 0.2% | – | – | 歷史 |
| MGMMGM Resorts International | Stock | 14,309 | $54.4 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,576 | $55.6 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,325 | $56.5 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 17,058 | $61.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,037 | $64.0 萬 | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 3,054 | $64.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,938 | $65.0 萬 | 0.3% | – | – | – |
| XYZBlock, Inc. | CL A | 2,946 | $66.9 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,959 | $69.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,592 | $74.2 萬 | 0.3% | – | – | – |
| MMM3M Co | Stock | 3,895 | $75.1 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,603 | $75.5 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 7,366 | $77.2 萬 | 0.3% | – | – | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 4,054 | $77.5 萬 | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,190 | $81.5 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 4,370 | $81.6 萬 | 0.3% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,747 | $83.0 萬 | 0.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 8,773 | $89.5 萬 | 0.4% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 11,626 | $89.6 萬 | 0.4% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,281 | $89.8 萬 | 0.4% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 24,733 | $90.0 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 12,826 | $90.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 7,932 | $91.1 萬 | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 6,587 | $93.2 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 7,569 | $100.6 萬 | 0.4% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 1,343 | $101.2 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,390 | $101.6 萬 | 0.4% | – | – | 歷史 |