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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

2025 年第 3 季持倉

持倉截至 2025/9/30，2025/10/31 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
627
較 2025 年第 2 季 +16
總值
$138.0 億
較 2025 年第 2 季 +$21.8 億 (+18.8%)
申報日
2025/10/31
SEC
First Command Advisory Services, Inc. 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
KRPKimbell Royalty Partners, LPUNIT3,000$4.05 萬<0.1%00.0%不變歷史
OTISOtis Worldwide CorpStock448$4.10 萬<0.1%00.0%不變歷史
MRNAModerna, Inc.Stock1,602$4.14 萬<0.1%00.0%不變歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF439$4.21 萬<0.1%00.0%不變–
Schwab U.S. Large-Cap ETF808524201ETF1,616$4.26 萬<0.1%+1,616新進–
SWKStanley Black & Decker, Inc.COM575$4.27 萬<0.1%00.0%不變歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF1,626$4.28 萬<0.1%+1,626新進–
AALAmerican Airlines Group Inc.Stock3,820$4.29 萬<0.1%00.0%不變歷史
Schwab International Equity ETF808524805ETF1,922$4.47 萬<0.1%+1,922新進–
EIXEdison InternationalStock812$4.49 萬<0.1%00.0%不變歷史
CDNSCadence Design Systems IncStock128$4.50 萬<0.1%+120+1,500.0%加碼歷史
OKTAOkta, Inc.CL A500$4.58 萬<0.1%00.0%不變歷史
HOODRobinhood Markets, Inc.Stock321$4.60 萬<0.1%+81+33.8%加碼歷史
iShares Tr46428865310-20 YR TRS ETF450$4.63 萬<0.1%00.0%不變–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1100$4.64 萬<0.1%00.0%不變歷史
MUMicron Technology IncStock280$4.68 萬<0.1%+59+26.7%加碼歷史
EPDEnterprise Products Partners L.P.Stock1,500$4.69 萬<0.1%00.0%不變歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF1,020$4.72 萬<0.1%+1,020新進–
iShares Core MSCI Europe ETF46434V738ETF695$4.73 萬<0.1%00.0%不變–
OXYOccidental Petroleum CorpStock1,006$4.75 萬<0.1%00.0%不變歷史
iShares Core High Dividend ETF46429B663ETF390$4.78 萬<0.1%+390新進–
FCNFti Consulting, IncCOM296$4.78 萬<0.1%00.0%不變歷史
DTMDT Midstream, Inc.COMMON STOCK439$4.96 萬<0.1%00.0%不變歷史
GLDSPDR Gold TrustETF140$4.98 萬<0.1%00.0%不變歷史
EMREmerson Electric CoStock384$5.04 萬<0.1%−250−39.4%減碼歷史
TLSTelos CorpCOM7,500$5.13 萬<0.1%−21,000−73.7%減碼歷史
TRVTravelers Companies, Inc.Stock185$5.17 萬<0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock162$5.23 萬<0.1%−61−27.4%減碼歷史
TRPTC Energy CorpCOM985$5.36 萬<0.1%00.0%不變歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF1,285$5.41 萬<0.1%+1,285新進–
AMEAmetek IncCOM304$5.72 萬<0.1%00.0%不變歷史
PANWPalo Alto Networks IncStock284$5.78 萬<0.1%+83+41.3%加碼歷史
TGTTarget CorpStock645$5.79 萬<0.1%−21−3.2%減碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/99992,003$5.79 萬<0.1%+81+4.2%加碼歷史
FULTFulton Financial CorpCOM3,109$5.79 萬<0.1%00.0%不變歷史
VMRKVivmark ResidentialSH BEN INT900$5.83 萬<0.1%00.0%不變歷史
GLGlobe Life Inc.COM408$5.83 萬<0.1%00.0%不變歷史
TELTE Connectivity plcStock267$5.86 萬<0.1%00.0%不變歷史
BNYBank of New York Mellon CorpStock554$6.04 萬<0.1%00.0%不變歷史
KRKroger CoStock902$6.08 萬<0.1%00.0%不變歷史
iShares MSCI USA Quality Factor ETF46432F339ETF321$6.24 萬<0.1%+68+26.9%加碼–
PNWPinnacle West Capital CorpCOM700$6.28 萬<0.1%00.0%不變歷史
CVSCVS Health CorpStock835$6.30 萬<0.1%−74−8.1%減碼歷史
SMRNuscale Power CorpCL A COM1,791$6.45 萬<0.1%00.0%不變歷史
MNSTMonster Beverage CorpCOM977$6.58 萬<0.1%00.0%不變歷史
iShares Tr464287721U.S. TECH ETF339$6.64 萬<0.1%00.0%不變–
HPQHP IncStock2,439$6.64 萬<0.1%−209−7.9%減碼歷史
RYRoyal Bank of CanadaStock460$6.78 萬<0.1%00.0%不變歷史
Vanguard Whitehall FDS921946810INTL DVD ETF764$6.84 萬<0.1%+764新進–
ADMArcher-Daniels-Midland CoStock1,163$6.95 萬<0.1%−441−27.5%減碼歷史
MTBM&T Bank CorpCOM352$6.96 萬<0.1%00.0%不變歷史
GMGeneral Motors CoCOM1,144$6.97 萬<0.1%00.0%不變歷史
ITWIllinois Tool Works IncStock269$7.01 萬<0.1%+218+427.5%加碼歷史
WisdomTree Tr97717W208US HIGH DIVIDEND698$7.03 萬<0.1%00.0%不變–
AEBIAebi Schmidt Holding AGCOM5,653$7.05 萬<0.1%+5,653新進歷史
PFGPrincipal Financial Group IncCOM864$7.16 萬<0.1%00.0%不變歷史
BLKBlackRock, Inc.Stock63$7.34 萬<0.1%+27+75.0%加碼歷史
VanEck ETF Trust92189F106GOLD MINERS ETF985$7.53 萬<0.1%+305+44.9%加碼–
VanEck Semiconductor ETF92189F676ETF237$7.73 萬<0.1%00.0%不變–
ANETArista Networks, Inc.Stock539$7.85 萬<0.1%−20−3.6%減碼歷史
AMDAdvanced Micro Devices IncStock500$8.09 萬<0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF466$8.14 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF730$8.29 萬<0.1%00.0%不變–
USBUS Bancorp DECOM NEW1,735$8.39 萬<0.1%00.0%不變歷史
BMYBristol Myers Squibb CoStock1,890$8.52 萬<0.1%−24−1.3%減碼歷史
BALLBALL CorpCOM1,726$8.70 萬<0.1%+1,726新進歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR312$8.71 萬<0.1%+153+96.2%加碼歷史
AEPAmerican Electric Power Co IncStock781$8.79 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF2,350$8.88 萬<0.1%−650−21.7%減碼–
AEEAmeren CorpCOM852$8.89 萬<0.1%+852新進歷史
LEVILevi Strauss & CoCL A COM STK3,835$8.94 萬<0.1%00.0%不變歷史
PYPLPayPal Holdings, Inc.Stock1,378$9.24 萬<0.1%00.0%不變歷史
EVRGEvergy, Inc.Stock1,225$9.31 萬<0.1%+173+16.4%加碼歷史
SJMJ M SMUCKER CoStock861$9.35 萬<0.1%00.0%不變歷史
iShares Tr46432F388MSCI USA VALUE761$9.52 萬<0.1%+51+7.2%加碼–
EBAYeBay IncCOM1,050$9.55 萬<0.1%00.0%不變歷史
Vanguard World FD921910840MEGA CAP VAL ETF706$9.72 萬<0.1%00.0%不變–
JJacobs Solutions Inc.COM650$9.74 萬<0.1%−6−0.9%減碼歷史
Pacer FDS Tr69374H659CASH COWS ETF2,314$9.80 萬<0.1%00.0%不變–
ADXAdams Diversified Equity Fund, Inc.COM4,420$9.86 萬<0.1%00.0%不變歷史
SHELShell plcADR1,379$9.86 萬<0.1%00.0%不變歷史
OGEOGE Energy Corp.COM2,160$9.99 萬<0.1%+1,244+135.8%加碼歷史
SPGIS&P Global Inc.Stock206$10.0 萬<0.1%00.0%不變歷史
DTEDte Energy CoCOM710$10.0 萬<0.1%00.0%不變歷史
BRBroadridge Financial Solutions, Inc.Stock425$10.1 萬<0.1%+35+9.0%加碼歷史
ETREntergy CorpCOM1,094$10.2 萬<0.1%00.0%不變歷史
EQTEQT CorpStock1,884$10.3 萬<0.1%00.0%不變歷史
MDTMedtronic plcStock1,084$10.3 萬<0.1%00.0%不變歷史
PLTRPalantir Technologies Inc.Stock586$10.7 萬<0.1%−448−43.3%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF1,349$10.8 萬<0.1%00.0%不變–
AVAAvista CorpCOM2,854$10.8 萬<0.1%00.0%不變歷史
NSCNorfolk Southern CorpStock361$10.8 萬<0.1%−367−50.4%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF1,814$10.9 萬<0.1%+254+16.3%加碼–
GLWCorning IncCOM1,329$10.9 萬<0.1%00.0%不變歷史
CARRCarrier Global CorpStock1,827$10.9 萬<0.1%00.0%不變歷史
Vanguard Ftse Emerging Markets ETF922042858ETF2,016$10.9 萬<0.1%+199+11.0%加碼–
CLXClorox CoStock900$11.1 萬<0.1%−50−5.3%減碼歷史
ACNAccenture plcStock450$11.1 萬<0.1%−45−9.1%減碼歷史
COKECoca-Cola Consolidated, Inc.COM950$11.1 萬<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM1,439$11.2 萬<0.1%−197−12.0%減碼歷史

2025 年第 2 季之後清倉（47 檔）

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

First Command Advisory Services, Inc. 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
SHYFShyft Group, Inc.COM5,435$6.82 萬<0.1%歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF305$5.95 萬<0.1%–
iShares Tr46435G268RUSEL 2500 ETF648$4.39 萬<0.1%–
TDCTeradata CorpStock1,878$4.19 萬<0.1%歷史
DELLDell Technologies Inc.Stock240$2.94 萬<0.1%歷史
iShares Tr464288612INTRM GOV CR ETF229$2.45 萬<0.1%–
iShares Tr464288414NATIONAL MUN ETF230$2.40 萬<0.1%–
First Tr Exchange Traded FD33738R118NASD TECH DIV260$2.34 萬<0.1%–
JPMorgan Ultra-Short Income ETF46641Q837ETF411$2.08 萬<0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF190$2.08 萬<0.1%–
iShares Tr46435G425ESG AWR MSCI USA146$1.98 萬<0.1%–
CBSHCommerce Bancshares IncStock236$1.47 萬<0.1%歷史
NATLNCR Atleos CorpCOM SHS379$1.08 萬<0.1%歷史
VYXNCR Voyix CorpCOM760$8,915<0.1%歷史
iShares Tr46435G516ESG AW MSCI EAFE88$7,851<0.1%–
Vanguard Total International Bond ETF92203J407ETF151$7,476<0.1%–
ORealty Income CorpREIT122$7,028<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM590$6,773<0.1%歷史
LECOLincoln Electric Holdings IncCOM25$5,183<0.1%歷史
Vanguard Scottsdale FDS92206C573TOTAL CORP BND55$4,253<0.1%–
IBKRInteractive Brokers Group, Inc.Stock56$3,103<0.1%歷史
MORNMorningstar, Inc.COM9$2,825<0.1%歷史
Vanguard Communication Services ETF92204A884ETF13$2,223<0.1%–
Vanguard Utilities ETF92204A876ETF12$2,118<0.1%–
Vanguard Consumer Staples ETF92204A207ETF9$1,971<0.1%–
VKIInvesco Advantage Municipal Income Trust IISH BEN INT211$1,766<0.1%歷史
Vanguard Materials ETF92204A801ETF9$1,753<0.1%–
VMOInvesco Municipal Opportunity TrustCOM172$1,579<0.1%歷史
SNYSanofiSPONSORED ADR26$1,256<0.1%歷史
Vanguard Industrials ETF92204A603ETF4$1,120<0.1%–
VGMInvesco Trust for Investment Grade MunicipalsCOM100$949<0.1%歷史
Dimensional ETF Trust25434V799INTL CORE EQUITY27$839<0.1%–
CHTRCharter Communications, Inc.CL A2$818<0.1%歷史
Vanguard Long-Term Treasury ETF92206C847ETF11$617<0.1%–
iShares Inc46434G863ESG AWR MSCI EM15$588<0.1%–
Dimensional ETF Trust25434V732EMERGING MKTS CO14$416<0.1%–
AMCAMC Entertainment Holdings, Inc.CL A NEW100$310<0.1%歷史
SPDR Series Trust78468R606ST PORT HIGH ETF13$309<0.1%–
Dimensional ETF Trust25434V815US SMALL CAP ETF9$265<0.1%–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2$218<0.1%–
DBRGDigitalBridge Group, Inc.CL A NEW21$217<0.1%歷史
GRPNGroupon, Inc.COM NEW3$100<0.1%歷史
ASIXAdvanSix Inc.COM4$95<0.1%歷史
PLUGPlug Power IncStock25$37<0.1%歷史
Adarna Energy Corp00652G105COM999$00.0%–
Evolution Solar Corp30050F201Common Stock4$00.0%–
Solanbridge Group Inc83412T104Common Stock800$00.0%–