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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

2024 年第 1 季持倉

持倉截至 2024/3/31，2024/5/2 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
583
較 2023 年第 4 季 +107
總值
$95.3 億
較 2023 年第 4 季 +$9.83 億 (+11.5%)
申報日
2024/5/2
SEC
First Command Advisory Services, Inc. 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
IPInternational Paper CoCOM908$3.54 萬<0.1%−185−16.9%減碼歷史
DELLDell Technologies Inc.Stock314$3.58 萬<0.1%−146−31.7%減碼歷史
TRVTravelers Companies, Inc.Stock158$3.64 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT675$3.84 萬<0.1%00.0%不變–
Schwab Fundamental U.S. Small Company ETF808524763ETF686$3.91 萬<0.1%+649+1,754.1%加碼–
LYBLyondellBasell Industries N.V.SHS - A -299$3.96 萬<0.1%+105+54.1%加碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L35$4.17 萬<0.1%+35新進–
CNICanadian National Railway CoStock330$4.35 萬<0.1%+330新進歷史
SWKSSkyworks Solutions, Inc.Stock405$4.39 萬<0.1%+405新進歷史
SAMBoston Beer Co IncCL A145$4.41 萬<0.1%00.0%不變歷史
TTTrane Technologies plcSHS426$4.46 萬<0.1%+403+1,752.2%加碼歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,244$4.48 萬<0.1%00.0%不變–
Invesco Exch TRD SLF Idx FD46139W833BULLETSHS 32 MUN1,776$4.53 萬<0.1%+1,776新進–
Invesco Exch TRD SLF Idx FD46138J411BULLETSHS 31 MUN2,133$4.55 萬<0.1%+2,133新進–
Invesco Exch TRD SLF Idx FD46138J445INVSC 30 MUNI BD2,057$4.55 萬<0.1%+2,057新進–
Invesco Exch TRD SLF Idx FD46138J510BULSHS 2026 MUNI1,931$4.55 萬<0.1%+1,931新進–
Invesco Exch TRD SLF Idx FD46139W791BULLE MUN ETF1,735$4.55 萬<0.1%+1,735新進–
Invesco Exch TRD SLF Idx FD46138J478BULSHS 2029 MUNI1,961$4.56 萬<0.1%+1,961新進–
ANETArista Networks, Inc.COM160$4.64 萬<0.1%00.0%不變歷史
KRPKimbell Royalty Partners, LPUNIT3,000$4.66 萬<0.1%00.0%不變歷史
EPDEnterprise Products Partners L.P.Stock1,613$4.71 萬<0.1%+913+130.4%加碼歷史
SNVSynovus Financial CorpCOM NEW1,175$4.71 萬<0.1%00.0%不變歷史
OTISOtis Worldwide CorpStock495$4.91 萬<0.1%+47+10.5%加碼歷史
FULTFulton Financial CorpCOM3,109$4.94 萬<0.1%00.0%不變歷史
MTBM&T Bank CorpCOM345$5.02 萬<0.1%00.0%不變歷史
Invesco Exch TRD SLF Idx FD46138J486BULSHS 2028 MUNI2,150$5.05 萬<0.1%+2,150新進–
EQTEQT CorpStock1,362$5.05 萬<0.1%+30+2.3%加碼歷史
COKECoca-Cola Consolidated, Inc.COM60$5.08 萬<0.1%00.0%不變歷史
KRKroger CoStock902$5.15 萬<0.1%00.0%不變歷史
PNWPinnacle West Capital CorpCOM700$5.23 萬<0.1%00.0%不變歷史
iShares Global Clean Energy ETF464288224ETF3,742$5.23 萬<0.1%00.0%不變–
PFGPrincipal Financial Group IncCOM628$5.42 萬<0.1%00.0%不變歷史
PSXPhillips 66Stock333$5.44 萬<0.1%+143+75.3%加碼歷史
Invesco Exch TRD SLF Idx FD46138J536BULSHS 2024 MUNI2,219$5.50 萬<0.1%+2,219新進–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV483$5.56 萬<0.1%00.0%不變–
BPBP PLCADR1,477$5.57 萬<0.1%−34−2.3%減碼歷史
SWKStanley Black & Decker, Inc.COM575$5.63 萬<0.1%00.0%不變歷史
VMRKVivmark ResidentialSH BEN INT900$5.68 萬<0.1%00.0%不變歷史
EIXEdison InternationalStock812$5.74 萬<0.1%00.0%不變歷史
WINAWinmark CorpCOM389$5.77 萬<0.1%+389新進歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF305$5.85 萬<0.1%−23−7.0%減碼–
CTVACorteva, Inc.Stock1,020$5.88 萬<0.1%+629+160.9%加碼歷史
VINPVinci Compass Investments Ltd.COM CL A3,870$5.92 萬<0.1%+3,870新進歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF1,095$5.94 萬<0.1%+1,095新進–
HPQHP IncStock1,988$6.01 萬<0.1%00.0%不變歷史
EBAYeBay IncCOM1,158$6.11 萬<0.1%+108+10.3%加碼歷史
VLOValero Energy CorpStock360$6.14 萬<0.1%00.0%不變歷史
PANWPalo Alto Networks IncStock225$6.39 萬<0.1%00.0%不變歷史
GLGlobe Life Inc.COM562$6.54 萬<0.1%00.0%不變歷史
MNSTMonster Beverage CorpCOM1,122$6.65 萬<0.1%−514−31.4%減碼歷史
SHYFShyft Group, Inc.COM5,435$6.75 萬<0.1%00.0%不變歷史
iShares U.S. Treasury Bond ETF46429B267ETF3,069$6.90 萬<0.1%+2,950+2,479.0%加碼–
Invesco Exch TRD SLF Idx FD46138J494BULSHS 2027 MUNI2,975$7.04 萬<0.1%+2,975新進–
OXYOccidental Petroleum CorpStock1,090$7.08 萬<0.1%+100+10.1%加碼歷史
WBAWalgreens Boots Alliance, Inc.COM3,391$7.17 萬<0.1%+122+3.7%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF466$7.27 萬<0.1%−22−4.5%減碼–
Amplify ETF Tr032108409CWP ENHANCED DIV1,911$7.43 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF701$7.46 萬<0.1%00.0%不變–
iShares Tr464288414NATIONAL MUN ETF694$7.47 萬<0.1%+694新進–
EMREmerson Electric CoStock659$7.47 萬<0.1%−103−13.5%減碼歷史
MELIMercadolibre IncCOM50$7.56 萬<0.1%00.0%不變歷史
BRBroadridge Financial Solutions, Inc.Stock407$8.34 萬<0.1%+217+114.2%加碼歷史
Vanguard World FD921910840MEGA CAP VAL ETF706$8.44 萬<0.1%−91−11.4%減碼–
USBUS Bancorp DECOM NEW1,916$8.56 萬<0.1%+620+47.8%加碼歷史
SHELShell plcADR1,283$8.60 萬<0.1%+217+20.4%加碼歷史
ETREntergy CorpCOM818$8.64 萬<0.1%+10+1.2%加碼歷史
IRMIron Mountain IncCOM1,100$8.82 萬<0.1%+1,100新進歷史
DEODiageo PLCSPON ADR NEW604$8.86 萬<0.1%+18+3.1%加碼歷史
ELVElevance Health, Inc.Stock180$9.33 萬<0.1%00.0%不變歷史
FCNFti Consulting, IncCOM450$9.46 萬<0.1%00.0%不變歷史
PPLPPL CorpCOM3,453$9.51 萬<0.1%−33−0.9%減碼歷史
DTEDte Energy CoCOM852$9.55 萬<0.1%+852新進歷史
CVSCVS Health CorpStock1,217$9.63 萬<0.1%+251+26.0%加碼歷史
WisdomTree Tr97717W208US HIGH DIVIDEND71,269$9.74 萬<0.1%+70,618+10,847.6%加碼–
ROKRockwell Automation, IncStock343$9.99 萬<0.1%00.0%不變歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF1,487$10.0 萬<0.1%−30−2.0%減碼–
DGDollar General CorpCOM642$10.0 萬<0.1%−164−20.3%減碼歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT2,574$10.1 萬<0.1%00.0%不變–
JJacobs Solutions Inc.COM656$10.1 萬<0.1%00.0%不變歷史
CCitigroup IncStock1,598$10.1 萬<0.1%+61+4.0%加碼歷史
ITWIllinois Tool Works IncStock381$10.1 萬<0.1%+4+1.1%加碼歷史
COFCapital One Financial CorpStock681$10.1 萬<0.1%00.0%不變歷史
MDTMedtronic plcStock1,399$10.2 萬<0.1%+85+6.5%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,127$10.3 萬<0.1%−94−7.7%減碼–
WSMWilliams Sonoma IncCOM585$10.7 萬<0.1%+585新進歷史
SRESempraStock1,526$11.0 萬<0.1%00.0%不變歷史
BMYBristol Myers Squibb CoStock2,030$11.0 萬<0.1%−15,973−88.7%減碼歷史
UPSUnited Parcel Service IncStock753$11.2 萬<0.1%+103+15.8%加碼歷史
iShares Russell 1000 Value ETF464287598ETF652$11.7 萬<0.1%+232+55.2%加碼–
SHWSherwin Williams CoCOM340$11.8 萬<0.1%−153−31.0%減碼歷史
Vanguard Morningstar Value ETF922908744ETF981$12.2 萬<0.1%+229+30.5%加碼–
PPGPPG Industries IncStock856$12.3 萬<0.1%+5+0.6%加碼歷史
DOWDow Inc.Stock2,154$12.5 萬<0.1%+777+56.4%加碼歷史
CBChubb LtdStock497$12.6 萬<0.1%−7−1.4%減碼歷史
CARRCarrier Global CorpStock2,178$12.7 萬<0.1%−61−2.7%減碼歷史
Invesco Exch TRD SLF Idx FD46139W825BUL 2033 COR ETF6,099$12.7 萬<0.1%+6,099新進–
Invesco Exch TRD SLF Idx FD46139W858BULLETSHS 20326,283$12.7 萬<0.1%+122+2.0%加碼–
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 20297,020$12.8 萬<0.1%+153+2.2%加碼–
LUVSouthwest Airlines CoCOM4,516$13.2 萬<0.1%−1,368−23.2%減碼歷史
AOSSmith A O CorpCOM1,475$13.2 萬<0.1%+1,475新進歷史

2023 年第 4 季之後清倉（95 檔）

2023 年第 4 季季末還持有、這份申報已經沒有的部位。

First Command Advisory Services, Inc. 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
AMZNAmazon Com IncStock19,022$289.0 萬<0.1%歷史
GOOGAlphabet Inc.Stock10,042$141.5 萬<0.1%歷史
GOOGLAlphabet Inc.Stock7,870$109.9 萬<0.1%歷史
AXPAmerican Express CoStock5,364$100.5 萬<0.1%歷史
ABTAbbott LaboratoriesStock7,839$86.3 萬<0.1%歷史
ABBVAbbVie Inc.Stock5,322$82.5 萬<0.1%歷史
AMGNAmgen IncStock2,621$75.5 萬<0.1%歷史
TAT&T Inc.Stock36,765$61.6 萬<0.1%歷史
APDAir Products & Chemicals, Inc.Stock1,632$44.7 萬<0.1%歷史
AFLAflac IncStock3,222$26.6 萬<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock1,535$18.7 萬<0.1%歷史
AEPAmerican Electric Power Co IncStock1,781$14.5 萬<0.1%歷史
MOAltria Group, Inc.Stock3,340$13.5 萬<0.1%歷史
AAgilent Technologies, Inc.COM461$6.41 萬<0.1%歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF606$6.25 萬<0.1%–
ALLAllstate CorpStock427$5.98 萬<0.1%歷史
AGENAgenus IncCOM NEW70,618$5.85 萬<0.1%歷史
SPLKSplunk IncCOM300$4.57 萬<0.1%歷史
ADBEAdobe Inc.Stock75$4.47 萬<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW126$4.25 萬<0.1%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR406$4.22 萬<0.1%歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF335$4.19 萬<0.1%–
AEEAmeren CorpCOM536$3.88 萬<0.1%歷史
BABAAlibaba Group Holding LtdADR349$2.71 萬<0.1%歷史
VanEck ETF Trust92189F460CEF MUNI INCOME1,134$2.40 萬<0.1%–
CTASCintas CorpStock38$2.29 萬<0.1%歷史
AMTAmerican Tower CorpREIT92$1.99 萬<0.1%歷史
BOHBank of Hawaii CorpCOM272$1.97 萬<0.1%歷史
ASBAssociated Banc-CorpCOM890$1.90 萬<0.1%歷史
AALAmerican Airlines Group Inc.Stock1,385$1.90 萬<0.1%歷史
iShares Tr464287861EUROPE ETF360$1.90 萬<0.1%–
MRSHMarsh & McLennan Companies, Inc.Stock100$1.89 萬<0.1%歷史
ABNBAirbnb, Inc.Stock136$1.85 萬<0.1%歷史
INGRIngredion IncCOM150$1.63 萬<0.1%歷史
EVRGEvergy, Inc.Stock300$1.57 萬<0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND52$1.35 萬<0.1%–
Fidelity MSCI Information Technology Index ETF316092808ETF93$1.34 萬<0.1%–
CMECME Group Inc.COM63$1.33 萬<0.1%歷史
LGTYLogility Supply Chain Solutions, IncCL A1,160$1.31 萬<0.1%歷史
KEYSKeysight Technologies, Inc.Stock75$1.19 萬<0.1%歷史
CMGChipotle Mexican Grill IncCOM5$1.14 萬<0.1%歷史
ENBEnbridge IncStock306$1.10 萬<0.1%歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 159$1.06 萬<0.1%歷史
TJXTJX Companies IncStock103$9,662<0.1%歷史
Fidelity MSCI Health Care Index ETF316092600ETF138$8,927<0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF36$7,853<0.1%–
ALKAlaska Air Group, Inc.COM200$7,814<0.1%歷史
SPDR Series Trust78464A607ST STR DOW REIT81$7,721<0.1%–
iShares Tr464287291GLOBAL TECH ETF242$7,704<0.1%–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF102$7,347<0.1%–
iShares Tr464288638ISHS 5-10YR INVT141$7,332<0.1%–
iShares Tr464287333GLOBAL FINLS ETF189$6,915<0.1%–
iShares Tr46434V647GLOBAL REIT ETF581$6,553<0.1%–
NOWServiceNow, Inc.Stock9$6,358<0.1%歷史
AIVApartment Investment & Management CoCL A809$6,334<0.1%歷史
iShares Tr464287325GLOB HLTHCRE ETF154$6,244<0.1%–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS102$6,051<0.1%–
AMDAdvanced Micro Devices IncStock41$6,044<0.1%歷史
GLDMWorld Gold TrustSPDR GLD MINIS234$5,482<0.1%歷史
Fidelity Covington Trust316092873MSCI COMMNTN SVC111$4,945<0.1%–
MSIMotorola Solutions, Inc.Stock14$4,383<0.1%歷史
ALBAlbemarle CorpStock29$4,190<0.1%歷史
RIORio Tinto PLCADR55$4,095<0.1%歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF15$3,294<0.1%–
Alps ETF Tr00162Q593MED BREAKTHGH100$3,294<0.1%–
Fidelity MSCI Financials Index ETF316092501ETF57$3,052<0.1%–
iShares Russell 2000 Growth ETF464287648ETF12$3,027<0.1%–
Fidelity Covington Trust316092204MSCI CONSM DIS36$2,842<0.1%–
Fidelity Covington Trust316092303CONSMR STAPLES60$2,678<0.1%–
Vanguard Index FDS922908652EXTEND MKT ETF13$2,137<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF12$1,883<0.1%–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF31$1,589<0.1%–
NRGNRG Energy, Inc.Stock30$1,551<0.1%歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF14$1,549<0.1%–
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER32$1,265<0.1%–
Pacer Trendpilot US Large Cap ETF69374H105ETF29$1,255<0.1%–
Fidelity MSCI Energy Index ETF316092402ETF54$1,244<0.1%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF44$932<0.1%–
Alps ETF Tr00162Q858SECTR DIV DOGS17$871<0.1%–
Advisorshares Tr00768Y818DOUBLELIN VAL EQ8$836<0.1%–
State Street SPDR S&P Biotech ETF78464A870ETF9$804<0.1%–
iShares Inc464286509MSCI CDA ETF18$660<0.1%–
Schwab US Tips ETF808524870ETF12$626<0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF6$596<0.1%–
iShares MSCI USA Min Vol Factor ETF46429B697ETF7$546<0.1%–
iShares Tr464289180MSCI EURO FL ETF23$482<0.1%–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF4$460<0.1%–
iShares Tr464288281JPMORGAN USD EMG5$445<0.1%–
iShares Tr46435U853BROAD USD HIGH11$400<0.1%–
BLDPBallard Power Systems Inc.COM100$370<0.1%歷史
AEOAmerican Eagle Outfitters IncCOM11$233<0.1%歷史
ADEAAdeia Inc.COM5$62<0.1%歷史
VFCV F CorpStock9$00.0%歷史
DNPDNP Select Income Fund IncCOM1,734$00.0%歷史
CHPTChargePoint Holdings, Inc.COM CL A200$00.0%歷史