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Livermore
Livermore
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First Command Advisory Services, Inc.

SEC CIK
0001727336
最新申報
2026/8/10

2021 年第 2 季到 2021 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
134 檔
估計 +$42.7 萬
加碼
11 檔
估計 +$3,343 萬
減碼
7 檔
估計 −$3,530 萬
清倉
47 檔
估計 −$6.00 萬

總值從 $75.5 億變成 $74.5 億（−$9,391 萬 (−1.2%)），持股從 67 檔變成 154 檔（+87）。

2021 年第 3 季全部持倉2021 年第 2 季全部持倉

股數、市值、佔組合 % 每一格上面是 2021 年第 3 季，下面灰字是 2021 年第 2 季。兩季之間拆股的股票，2021 年第 2 季的股數先依拆股比例換算再比較。

First Command Advisory Services, Inc. 在 2021 年第 2 季與 2021 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）
iShares Core S&P 500 ETF464287200加碼–4,189,7934,184,822+4,971+0.1%$18.1 億$18.0 億+$214.2 萬24.2%23.9%+0.37
iShares Core Dividend Growth ETF46434V621減碼–33,131,75133,298,690−166,939−0.5%$16.7 億$16.8 億−$839.0 萬22.3%22.2%+0.10
Goldman Sachs ETF Tr381430503加碼–14,968,49514,948,324+20,171+0.1%$12.9 億$12.9 億+$173.6 萬17.3%17.1%+0.23
iShares Core S&P Small Cap ETF464287804減碼–8,942,5809,188,536−245,956−2.7%$9.77 億$10.4 億−$2,686 萬13.1%13.8%−0.66
iShares S&P Mid-Cap 400 Value ETF464287705加碼–8,351,8798,191,240+160,639+2.0%$8.61 億$8.64 億+$1,656 萬11.6%11.4%+0.11
iShares Tr46432F388加碼–7,891,6517,771,364+120,287+1.5%$7.95 億$8.17 億+$1,212 萬10.7%10.8%−0.16
iShares Core S&P Mid-Cap ETF464287507加碼–146,136144,871+1,265+0.9%$3,846 萬$3,895 萬+$33.3 萬0.5%0.5%0.00
Schwab US Dividend Equity ETF808524797加碼–137,689134,834+2,855+2.1%$1,026 萬$1,022 萬+$21.3 萬0.1%0.1%0.00
iShares Tr46434V274加碼–289,540281,673+7,867+2.8%$843.1 萬$848.4 萬+$22.9 萬0.1%0.1%0.00
Goldman Sachs ETF Tr381430206加碼–87,71885,054+2,664+3.1%$326.6 萬$347.9 萬+$9.92 萬<0.1%<0.1%0.00
MSFTMicrosoft Corp新進歷史4630+463$12.7 萬$0+$12.7 萬<0.1%0.0%0.00
COSTCostco Wholesale Corp新進歷史2090+209$9.00 萬$0+$9.00 萬<0.1%0.0%0.00
NKENIKE, Inc.新進歷史4000+400$5.80 萬$0+$5.80 萬<0.1%0.0%0.00
SBUXStarbucks Corp新進歷史4300+430$4.40 萬$0+$4.40 萬<0.1%0.0%0.00
JPMorgan Ultra-Short Income ETF46641Q837新進–3380+338$1.70 萬$0+$1.70 萬<0.1%0.0%0.00
Schwab Fundamental U.S. Small Company ETF808524763減碼–277292−15−5.1%$1.50 萬$1.60 萬−$812.27<0.1%<0.1%0.00
PYPLPayPal Holdings, Inc.新進歷史500+50$1.30 萬$0+$1.30 萬<0.1%0.0%0.00
AAPLApple Inc.加碼歷史9356+37+66.1%$9,000$8,000+$3,580.65<0.1%<0.1%0.00
iShares Broad Usd Investment Grade Corporate Bond ETF464288620新進–1140+114$7,000$0+$7,000<0.1%0.0%0.00
CSCOCisco Systems, Inc.減碼歷史156216−60−27.8%$5,000$1.10 萬−$1,923.08<0.1%<0.1%0.00
SPDR Series Trust78468R101新進–1660+166$5,000$0+$5,000<0.1%0.0%0.00
iShares Tr46434V647減碼–144491−347−70.7%$4,000$1.40 萬−$9,638.89<0.1%<0.1%0.00
BABoeing Co新進歷史200+20$4,000$0+$4,000<0.1%0.0%0.00
SPDR Series Trust78464A672新進–1130+113$4,000$0+$4,000<0.1%0.0%0.00
iShares Core MSCI Eafe ETF46432F842減碼–46497−451−90.7%$3,000$2,000−$2.94 萬<0.1%<0.1%0.00
EBAYeBay Inc新進歷史500+50$3,000$0+$3,000<0.1%0.0%0.00
MSMorgan Stanley不變歷史181800.0%$2,000$2,000$0<0.1%<0.1%0.00
MRKMerck & Co., Inc.加碼歷史278+19+237.5%$2,000$1,000+$1,407.41<0.1%<0.1%0.00
BNYBank of New York Mellon Corp新進歷史310+31$2,000$0+$2,000<0.1%0.0%0.00
Schwab U.S. Large-Cap ETF808524201新進–190+19$2,000$0+$2,000<0.1%0.0%0.00
EMNEastman Chemical Co新進歷史190+19$2,000$0+$2,000<0.1%0.0%0.00
AVGOBroadcom Inc.新進歷史50+5$2,000$0+$2,000<0.1%0.0%0.00
GPCGenuine Parts Co新進歷史160+16$2,000$0+$2,000<0.1%0.0%0.00
ABBVAbbVie Inc.新進歷史210+21$2,000$0+$2,000<0.1%0.0%0.00
CAHCardinal Health Inc新進歷史350+35$2,000$0+$2,000<0.1%0.0%0.00
ALLAllstate Corp新進歷史120+12$2,000$0+$2,000<0.1%0.0%0.00
NTAPNetApp, Inc.新進歷史250+25$2,000$0+$2,000<0.1%0.0%0.00
GILDGilead Sciences, Inc.新進歷史280+28$2,000$0+$2,000<0.1%0.0%0.00
ORIOld Republic International Corp新進歷史730+73$2,000$0+$2,000<0.1%0.0%0.00
KEYKeycorp新進歷史1090+109$2,000$0+$2,000<0.1%0.0%0.00
JEFJefferies Financial Group Inc.新進歷史470+47$2,000$0+$2,000<0.1%0.0%0.00
Invesco Exch Traded FD Tr II46138E784新進–570+57$2,000$0+$2,000<0.1%0.0%0.00
CFGCitizens Financial Group Inc新進歷史400+40$2,000$0+$2,000<0.1%0.0%0.00
NTRNutrien Ltd.新進歷史340+34$2,000$0+$2,000<0.1%0.0%0.00
IPGInterpublic Group of Companies, Inc.新進歷史620+62$2,000$0+$2,000<0.1%0.0%0.00
DFSDiscover Financial Services不變歷史9900.0%$1,000$1,000$0<0.1%<0.1%0.00
GISGeneral Mills Inc新進歷史190+19$1,000$0+$1,000<0.1%0.0%0.00
SBRASabra Health Care REIT, Inc.新進歷史490+49$1,000$0+$1,000<0.1%0.0%0.00
iShares Russell Mid-Cap Value ETF464287473新進–110+11$1,000$0+$1,000<0.1%0.0%0.00
METAMeta Platforms, Inc.新進歷史30+3$1,000$0+$1,000<0.1%0.0%0.00
CMICummins Inc新進歷史50+5$1,000$0+$1,000<0.1%0.0%0.00
MCDMcDonalds Corp新進歷史220+22$1,000$0+$1,000<0.1%0.0%0.00
BBYBest Buy Co Inc新進歷史130+13$1,000$0+$1,000<0.1%0.0%0.00
DISWalt Disney Co新進歷史30+3$1,000$0+$1,000<0.1%0.0%0.00
XOMExxonMobil Holdings Corp新進歷史210+21$1,000$0+$1,000<0.1%0.0%0.00
OMCOmnicom Group Inc.新進歷史170+17$1,000$0+$1,000<0.1%0.0%0.00
COKECoca-Cola Consolidated, Inc.新進歷史20+2$1,000$0+$1,000<0.1%0.0%0.00
OMFOneMain Holdings, Inc.新進歷史200+20$1,000$0+$1,000<0.1%0.0%0.00
PORPortland General Electric Co新進歷史230+23$1,000$0+$1,000<0.1%0.0%0.00
NOKNokia Corp新進歷史1000+100$1,000$0+$1,000<0.1%0.0%0.00
STAGSTAG Industrial, Inc.新進歷史220+22$1,000$0+$1,000<0.1%0.0%0.00
HIWHighwoods Properties, Inc.新進歷史280+28$1,000$0+$1,000<0.1%0.0%0.00
OKEONEOK Inc新進歷史210+21$1,000$0+$1,000<0.1%0.0%0.00
RFRegions Financial Corp新進歷史670+67$1,000$0+$1,000<0.1%0.0%0.00
iShares Tr46435U853新進–340+34$1,000$0+$1,000<0.1%0.0%0.00
MDCSekisui House U.S., Inc.新進歷史220+22$1,000$0+$1,000<0.1%0.0%0.00
NKLANikola Corp新進歷史720+72$1,000$0+$1,000<0.1%0.0%0.00
HONHoneywell International Inc減碼歷史1645−29−64.4%$0$1.00 萬$00.0%<0.1%0.00
FFord Motor Co加碼歷史600175+425+242.9%$0$0$00.0%0.0%0.00
JNJJohnson & Johnson新進歷史210+21$0$0$00.0%0.0%0.00
PGProcter & Gamble Co新進歷史270+27$0$0$00.0%0.0%0.00
PPGPPG Industries Inc新進歷史200+20$0$0$00.0%0.0%0.00
CLXClorox Co新進歷史190+19$0$0$00.0%0.0%0.00
PAYXPaychex Inc新進歷史350+35$0$0$00.0%0.0%0.00
ITWIllinois Tool Works Inc新進歷史160+16$0$0$00.0%0.0%0.00
EMREmerson Electric Co新進歷史370+37$0$0$00.0%0.0%0.00
SJMJ M SMUCKER Co新進歷史260+26$0$0$00.0%0.0%0.00
PEPPepsiCo Inc新進歷史270+27$0$0$00.0%0.0%0.00
HDHome Depot, Inc.新進歷史110+11$0$0$00.0%0.0%0.00
ADPAutomatic Data Processing Inc新進歷史190+19$0$0$00.0%0.0%0.00
First Trust Financials Alphadex Fund33734X135新進–320+32$0$0$00.0%0.0%0.00
CORCencora, Inc.新進歷史290+29$0$0$00.0%0.0%0.00
BDXBecton Dickinson & Co新進歷史130+13$0$0$00.0%0.0%0.00
BRBroadridge Financial Solutions, Inc.新進歷史230+23$0$0$00.0%0.0%0.00
JKHYJack Henry & Associates Inc新進歷史210+21$0$0$00.0%0.0%0.00
BROBrown & Brown, Inc.新進歷史700+70$0$0$00.0%0.0%0.00
NEENextera Energy Inc新進歷史440+44$0$0$00.0%0.0%0.00
APDAir Products & Chemicals, Inc.新進歷史120+12$0$0$00.0%0.0%0.00
Schwab U.S. Mid-Cap ETF808524508新進–60+6$0$0$00.0%0.0%0.00
iShares Russell 2000 ETF464287655新進–80+8$0$0$00.0%0.0%0.00
AFLAflac Inc新進歷史650+65$0$0$00.0%0.0%0.00
ESEversource Energy新進歷史370+37$0$0$00.0%0.0%0.00
BF.BBrown Forman Corp新進歷史460+46$0$0$00.0%0.0%0.00
iShares Russell Mid-Cap Growth ETF464287481新進–120+12$0$0$00.0%0.0%0.00
NJRNew Jersey Resources Corp新進歷史820+82$0$0$00.0%0.0%0.00
LHXL3HARRIS Technologies, Inc.新進歷史180+18$0$0$00.0%0.0%0.00
PSXPhillips 66新進歷史450+45$0$0$00.0%0.0%0.00
AMTAmerican Tower Corp新進歷史140+14$0$0$00.0%0.0%0.00
MDLZMondelez International, Inc.新進歷史590+59$0$0$00.0%0.0%0.00
GWWW.W. Grainger, Inc.新進歷史80+8$0$0$00.0%0.0%0.00

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。