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Livermore
Livermore
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Csenge Advisory Group

SEC CIK
0001715593
最新申報
2026/8/10

2023 年第 2 季到 2023 年第 3 季的持倉變化

只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。

選擇要比較的兩季

新進
57 檔
估計 +$3,888 萬
加碼
282 檔
估計 +$6,810 萬
減碼
270 檔
估計 −$5,757 萬
清倉
75 檔
估計 −$2,430 萬

總值從 $14.9 億變成 $14.7 億（−$2,323 萬 (−1.6%)），持股從 656 檔變成 638 檔（−18）。

2023 年第 3 季全部持倉2023 年第 2 季全部持倉

股數、市值、佔組合 % 每一格上面是 2023 年第 3 季，下面灰字是 2023 年第 2 季。兩季之間拆股的股票，2023 年第 2 季的股數先依拆股比例換算再比較。

Csenge Advisory Group 在 2023 年第 2 季與 2023 年第 3 季的持倉比較
證券動作股數股數變化市值估計買賣佔組合 %比重變化（百分點）
EXPDExpeditors International of Washington Inc加碼歷史2,1152,040+75+3.7%$24.2 萬$24.7 萬+$8,597.23<0.1%<0.1%0.00
DALDelta Air Lines, Inc.加碼歷史6,5886,564+24+0.4%$24.4 萬$31.2 萬+$887.99<0.1%<0.1%0.00
iShares Inc46434G889減碼–5,9606,281−321−5.1%$24.4 萬$26.1 萬−$1.31 萬<0.1%<0.1%0.00
ISRGIntuitive Surgical Inc加碼歷史834807+27+3.3%$24.4 萬$27.6 萬+$7,891.83<0.1%<0.1%0.00
ESIElement Solutions Inc減碼歷史12,43712,587−150−1.2%$24.4 萬$24.2 萬−$2,941.54<0.1%<0.1%0.00
SHOPShopify Inc.加碼歷史4,5034,300+203+4.7%$24.6 萬$27.8 萬+$1.11 萬<0.1%<0.1%0.00
Vanguard Emerging Markets Government Bond ETF921946885新進–4,1860+4,186$24.8 萬$0+$24.8 萬<0.1%0.0%+0.02
CLColgate Palmolive Co減碼歷史3,4833,635−152−4.2%$24.8 萬$28.0 萬−$1.08 萬<0.1%<0.1%0.00
AZOAutoZone Inc減碼歷史98117−19−16.2%$24.9 萬$29.2 萬−$4.83 萬<0.1%<0.1%0.00
iShares Tr464288661新進–2,2080+2,208$25.0 萬$0+$25.0 萬<0.1%0.0%+0.02
LULUlululemon athletica inc.減碼歷史650694−44−6.3%$25.1 萬$26.3 萬−$1.70 萬<0.1%<0.1%0.00
KMBKimberly Clark Corp加碼歷史2,0871,967+120+6.1%$25.2 萬$27.2 萬+$1.45 萬<0.1%<0.1%0.00
Vanguard Index FDS922908652減碼–1,7671,810−43−2.4%$25.3 萬$26.9 萬−$6,161.75<0.1%<0.1%0.00
iShares Inc464286525減碼–2,6582,904−246−8.5%$25.4 萬$28.5 萬−$2.35 萬<0.1%<0.1%0.00
TRVTravelers Companies, Inc.減碼歷史1,5541,567−13−0.8%$25.4 萬$27.2 萬−$2,123.49<0.1%<0.1%0.00
First Tr Exchange-Traded FD33734H106減碼–6,8069,496−2,690−28.3%$25.4 萬$38.1 萬−$10.1 萬<0.1%<0.1%−0.01
MOSMosaic Co加碼歷史7,1767,116+60+0.8%$25.5 萬$24.9 萬+$2,136<0.1%<0.1%0.00
First Tr Exchange-Traded FD33739Q507減碼–8,2799,037−758−8.4%$25.7 萬$29.5 萬−$2.36 萬<0.1%<0.1%0.00
iShares Tr464288158減碼–2,5443,242−698−21.5%$26.2 萬$33.7 萬−$7.18 萬<0.1%<0.1%0.00
IRTIndependence Realty Trust, Inc.減碼歷史18,66731,098−12,431−40.0%$26.3 萬$56.7 萬−$17.5 萬<0.1%<0.1%−0.02
CBOECboe Global Markets, Inc.減碼歷史1,6951,737−42−2.4%$26.5 萬$24.0 萬−$6,560.82<0.1%<0.1%0.00
PIMCO ETF Tr72201R783加碼–2,9482,884+64+2.2%$26.6 萬$26.3 萬+$5,779.67<0.1%<0.1%0.00
FICOFair Isaac Corp減碼歷史307417−110−26.4%$26.7 萬$33.7 萬−$9.55 萬<0.1%<0.1%0.00
HWCHancock Whitney Corp不變歷史7,2587,25800.0%$26.8 萬$27.9 萬$0<0.1%<0.1%0.00
CTRACoterra Energy Inc.加碼歷史9,9869,693+293+3.0%$27.0 萬$24.5 萬+$7,925.96<0.1%<0.1%0.00
INTUIntuit Inc.減碼歷史529558−29−5.2%$27.0 萬$25.6 萬−$1.48 萬<0.1%<0.1%0.00
iShares Inc464286640新進–10,3270+10,327$27.0 萬$0+$27.0 萬<0.1%0.0%+0.02
ARK Next Generation Technology ETF00214Q401減碼–5,0556,326−1,271−20.1%$27.4 萬$37.1 萬−$6.88 萬<0.1%<0.1%−0.01
CORCencora, Inc.減碼歷史1,5221,541−19−1.2%$27.4 萬$29.7 萬−$3,419.48<0.1%<0.1%0.00
SPDR Series Trust78464A664減碼–10,51111,297−786−7.0%$27.5 萬$33.8 萬−$2.06 萬<0.1%<0.1%0.00
EMEEMCOR Group, Inc.減碼歷史1,3171,786−469−26.3%$27.7 萬$33.0 萬−$9.87 萬<0.1%<0.1%0.00
Innovator ETFs Trust45782C813新進–8,2330+8,233$27.7 萬$0+$27.7 萬<0.1%0.0%+0.02
Amplify ETF Tr032108409減碼–8,02910,159−2,130−21.0%$27.9 萬$36.6 萬−$7.40 萬<0.1%<0.1%−0.01
ONOn Semiconductor Corp加碼歷史3,0162,698+318+11.8%$28.0 萬$25.5 萬+$2.96 萬<0.1%<0.1%0.00
Invesco Exch Traded FD Tr II46138G508減碼–13,37922,746−9,367−41.2%$28.1 萬$47.9 萬−$19.7 萬<0.1%<0.1%−0.01
Fidelity Covington Trust316092303減碼–6,6177,379−762−10.3%$28.2 萬$33.5 萬−$3.24 萬<0.1%<0.1%0.00
FHNFirst Horizon Corp減碼歷史25,69627,200−1,504−5.5%$28.3 萬$30.7 萬−$1.66 萬<0.1%<0.1%0.00
DBX ETF Tr233051432新進–8,4290+8,429$28.6 萬$0+$28.6 萬<0.1%0.0%+0.02
iShares Select U.S. REIT ETF464287564不變–5,7475,74700.0%$28.8 萬$31.9 萬$0<0.1%<0.1%0.00
AMPAmeriprise Financial Inc減碼歷史878975−97−9.9%$28.9 萬$32.4 萬−$3.20 萬<0.1%<0.1%0.00
RVTYRevvity, Inc.減碼歷史2,6142,616−2−0.1%$28.9 萬$31.1 萬−$221.4<0.1%<0.1%0.00
J P Morgan Exchange Traded F46641Q225加碼–5,0044,982+22+0.4%$29.1 萬$30.5 萬+$1,279.29<0.1%<0.1%0.00
First Tr Exchange-Traded FD33733E807減碼–11,21312,619−1,406−11.1%$29.1 萬$29.4 萬−$3.65 萬<0.1%<0.1%0.00
LHLabcorp Holdings Inc.減碼歷史1,4501,957−507−25.9%$29.2 萬$47.2 萬−$10.2 萬<0.1%<0.1%−0.01
MARMarriott International Inc加碼歷史1,4881,161+327+28.2%$29.2 萬$21.3 萬+$6.43 萬<0.1%<0.1%+0.01
HEIHeico Corp減碼歷史1,8241,833−9−0.5%$29.5 萬$32.4 萬−$1,457.37<0.1%<0.1%0.00
KLACKLA Corp加碼歷史647469+178+38.0%$29.7 萬$22.7 萬+$8.16 萬<0.1%<0.1%0.00
ARK ETF Tr00214Q203減碼–5,6696,378−709−11.1%$29.7 萬$35.9 萬−$3.72 萬<0.1%<0.1%0.00
SRSpire Inc新進歷史5,2700+5,270$29.8 萬$0+$29.8 萬<0.1%0.0%+0.02
J P Morgan Exchange Traded F46641Q670新進–6,7000+6,700$29.9 萬$0+$29.9 萬<0.1%0.0%+0.02
DHIHorton D R Inc減碼歷史2,7902,884−94−3.3%$30.0 萬$35.1 萬−$1.01 萬<0.1%<0.1%0.00
SNPSSynopsys Inc加碼歷史654649+5+0.8%$30.0 萬$28.3 萬+$2,294.85<0.1%<0.1%0.00
PYPLPayPal Holdings, Inc.減碼歷史5,1635,799−636−11.0%$30.2 萬$38.7 萬−$3.72 萬<0.1%<0.1%−0.01
ProShares Tr74347G739減碼–21,63964,052−42,413−66.2%$30.3 萬$84.7 萬−$59.4 萬<0.1%0.1%−0.04
WHRWhirlpool Corp加碼歷史2,2682,138+130+6.1%$30.3 萬$31.8 萬+$1.74 萬<0.1%<0.1%0.00
ARK Blockchain & Fintech Innovation ETF00214Q708減碼–15,73417,918−2,184−12.2%$30.5 萬$37.5 萬−$4.23 萬<0.1%<0.1%0.00
Invesco Exch Traded FD Tr II46138E511減碼–28,36232,088−3,726−11.6%$31.1 萬$36.5 萬−$4.08 萬<0.1%<0.1%0.00
RITMRithm Capital Corp.加碼歷史33,86533,269+596+1.8%$31.5 萬$31.1 萬+$5,536.86<0.1%<0.1%0.00
FLEXFlex Ltd.減碼歷史11,66514,087−2,422−17.2%$31.5 萬$38.9 萬−$6.53 萬<0.1%<0.1%0.00
SNASnap-on Inc減碼歷史1,2361,439−203−14.1%$31.5 萬$41.5 萬−$5.18 萬<0.1%<0.1%−0.01
iShares Core S&P US Value ETF464287663加碼–4,2674,180+87+2.1%$31.8 萬$32.7 萬+$6,491.48<0.1%<0.1%0.00
NOWServiceNow, Inc.加碼歷史570519+51+9.8%$31.9 萬$29.2 萬+$2.85 萬<0.1%<0.1%0.00
MSIMotorola Solutions, Inc.減碼歷史1,1731,193−20−1.7%$31.9 萬$35.0 萬−$5,443.8<0.1%<0.1%0.00
ProShares Tr74347G366減碼–14,61026,359−11,749−44.6%$32.0 萬$52.1 萬−$25.7 萬<0.1%<0.1%−0.01
Indexiq ETF Tr45409B883不變–9,8239,82300.0%$32.1 萬$32.2 萬$0<0.1%<0.1%0.00
HPQHP Inc加碼歷史12,52112,453+68+0.5%$32.2 萬$38.2 萬+$1,747.54<0.1%<0.1%0.00
Pacer FDS Tr69374H568減碼–13,41713,542−125−0.9%$32.4 萬$32.9 萬−$3,022.5<0.1%<0.1%0.00
Vanguard World FD921910840加碼–3,2292,788+441+15.8%$32.7 萬$28.9 萬+$4.47 萬<0.1%<0.1%0.00
First Tr Exchng Traded FD VI33740F748新進–8,5590+8,559$32.8 萬$0+$32.8 萬<0.1%0.0%+0.02
ODFLOld Dominion Freight Line, Inc.減碼歷史8021,906−1,104−57.9%$32.8 萬$70.5 萬−$45.2 萬<0.1%<0.1%−0.02
Vanguard Scottsdale FDS92206C102減碼–5,73622,417−16,681−74.4%$33.0 萬$129.4 萬−$96.1 萬<0.1%0.1%−0.06
Schwab Emerging Markets Equity ETF808524706加碼–13,86512,775+1,090+8.5%$33.2 萬$31.5 萬+$2.61 萬<0.1%<0.1%0.00
Vanguard Malvern FDS922020805加碼–7,0314,536+2,495+55.0%$33.2 萬$21.5 萬+$11.8 萬<0.1%<0.1%+0.01
iShares Russell 2000 Growth ETF464287648新進–1,4960+1,496$33.5 萬$0+$33.5 萬<0.1%0.0%+0.02
CELHCelsius Holdings, Inc.減碼歷史1,9593,257−1,298−39.9%$33.6 萬$48.6 萬−$22.3 萬<0.1%<0.1%−0.01
State Street SPDR Portfolio S&P 500 Value ETF78464A508加碼–8,1958,164+31+0.4%$33.8 萬$35.3 萬+$1,278.99<0.1%<0.1%0.00
Vanguard High Dividend Yield Index ETF921946406減碼–3,2743,326−52−1.6%$33.8 萬$35.3 萬−$5,372.36<0.1%<0.1%0.00
NINisource Inc.加碼歷史13,85211,699+2,153+18.4%$34.2 萬$32.0 萬+$5.31 萬<0.1%<0.1%0.00
UTHRUnited Therapeutics Corp加碼歷史1,5141,319+195+14.8%$34.2 萬$29.1 萬+$4.40 萬<0.1%<0.1%0.00
Invesco Exch Traded FD Tr II46138E719加碼–20,09118,763+1,328+7.1%$34.3 萬$32.8 萬+$2.27 萬<0.1%<0.1%0.00
NUENucor Corp加碼歷史2,1971,839+358+19.5%$34.3 萬$30.2 萬+$5.60 萬<0.1%<0.1%0.00
LACLithium Americas Corp.加碼歷史20,25417,909+2,345+13.1%$34.5 萬$36.2 萬+$3.99 萬<0.1%<0.1%0.00
XELXcel Energy Inc減碼歷史6,0326,624−592−8.9%$34.5 萬$41.2 萬−$3.39 萬<0.1%<0.1%0.00
UGIUgi Corp新進歷史15,0060+15,006$34.5 萬$0+$34.5 萬<0.1%0.0%+0.02
XYLXylem Inc.新進歷史3,8180+3,818$34.8 萬$0+$34.8 萬<0.1%0.0%+0.02
SMCISuper Micro Computer, Inc.減碼歷史1,2691,658−389−23.5%$34.8 萬$41.3 萬−$10.7 萬<0.1%<0.1%0.00
CVSCVS Health Corp減碼歷史5,00513,710−8,705−63.5%$34.9 萬$94.8 萬−$60.8 萬<0.1%0.1%−0.04
AGRAvangrid, Inc.減碼歷史11,63212,513−881−7.0%$35.1 萬$47.1 萬−$2.66 萬<0.1%<0.1%−0.01
BIPBrookfield Infrastructure Partners L.P.不變歷史11,96111,96100.0%$35.2 萬$43.7 萬$0<0.1%<0.1%−0.01
WECWec Energy Group, Inc.減碼歷史4,3754,492−117−2.6%$35.2 萬$39.6 萬−$9,425.2<0.1%<0.1%0.00
Vanguard Intl Equity Index F922042866加碼–5,3035,121+182+3.6%$35.5 萬$35.7 萬+$1.22 萬<0.1%<0.1%0.00
CCICrown Castle Inc.減碼歷史3,8573,959−102−2.6%$35.5 萬$45.1 萬−$9,387.28<0.1%<0.1%−0.01
WMWaste Management Inc加碼歷史2,3432,342+10.0%$35.7 萬$40.6 萬+$152.44<0.1%<0.1%0.00
Innovator ETFs Trust45782C276不變–7,0757,07500.0%$35.9 萬$36.3 萬$0<0.1%<0.1%0.00
PIMCO ETF Tr72201R882減碼–4,9975,361−364−6.8%$36.3 萬$49.3 萬−$2.65 萬<0.1%<0.1%−0.01
EPDEnterprise Products Partners L.P.加碼歷史13,42713,298+129+1.0%$36.7 萬$35.0 萬+$3,530.73<0.1%<0.1%0.00
Dimensional U.S. Core Equity 2 ETF25434V708加碼–14,1079,251+4,856+52.5%$37.0 萬$25.1 萬+$12.7 萬<0.1%<0.1%+0.01
T Rowe Price Exchange-Traded87283Q404加碼–11,53411,499+35+0.3%$37.0 萬$38.3 萬+$1,122.76<0.1%<0.1%0.00
Global X FDS37960A859加碼–17,38917,095+294+1.7%$37.1 萬$37.8 萬+$6,275.19<0.1%<0.1%0.00
ADIAnalog Devices Inc減碼歷史2,1263,746−1,620−43.2%$37.2 萬$73.0 萬−$28.4 萬<0.1%<0.1%−0.02

估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。