LexAurum Advisors, LLC
- SEC CIK
- 0001729677
- 最新申報
- 2026/7/15
2021 年第 1 季持倉
持倉截至 2021/3/31,2021/4/22 申報。只含多頭部位。
- 持股檔數
- 241
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.93 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 56,199 | $1,162 萬 | 4.0% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 226,720 | $1,151 萬 | 3.9% | – | – | – |
| JNJJohnson & Johnson | Stock | 57,777 | $949.6 萬 | 3.2% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 180,793 | $889.3 萬 | 3.0% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $810.0 萬 | 2.8% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 266,301 | $789.6 萬 | 2.7% | – | – | – |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 85,540 | $781.1 萬 | 2.7% | – | – | – |
| AAPLApple Inc. | Stock | 58,612 | $715.9 萬 | 2.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 116,071 | $696.1 萬 | 2.4% | – | – | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 100,039 | $610.2 萬 | 2.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 20,795 | $531.2 萬 | 1.8% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 92,545 | $488.9 萬 | 1.7% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 88,139 | $450.0 萬 | 1.5% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 45,234 | $430.4 萬 | 1.5% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 98,522 | $374.2 萬 | 1.3% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 79,855 | $363.3 萬 | 1.2% | – | – | – |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 37,305 | $338.0 萬 | 1.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 8,883 | $330.5 萬 | 1.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,235 | $288.5 萬 | 1.0% | – | – | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 1,972 | $275.7 萬 | 0.9% | – | – | – |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 130,911 | $265.4 萬 | 0.9% | – | – | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 46,036 | $259.8 萬 | 0.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 830 | $256.8 萬 | 0.9% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 19,237 | $250.2 萬 | 0.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,097 | $242.6 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 33,182 | $235.0 萬 | 0.8% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 47,108 | $227.1 萬 | 0.8% | – | – | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 20,337 | $225.9 萬 | 0.8% | – | – | – |
| OKEONEOK Inc | COM | 44,600 | $225.9 萬 | 0.8% | – | – | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 73,352 | $224.8 萬 | 0.8% | – | – | – |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 88,487 | $224.8 萬 | 0.8% | – | – | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 21,653 | $223.6 萬 | 0.8% | – | – | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 40,663 | $221.8 萬 | 0.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,789 | $216.6 萬 | 0.7% | – | – | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 30,538 | $207.6 萬 | 0.7% | – | – | – |
| SHWSherwin Williams Co | COM | 2,805 | $207.0 萬 | 0.7% | – | – | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 16,898 | $201.3 萬 | 0.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 39,190 | $201.0 萬 | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 40,956 | $199.3 萬 | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 12,670 | $192.9 萬 | 0.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 34,423 | $192.2 萬 | 0.7% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 71,220 | $186.5 萬 | 0.6% | – | – | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 24,655 | $177.7 萬 | 0.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 12,059 | $177.4 萬 | 0.6% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 19,524 | $177.4 萬 | 0.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 30,457 | $172.3 萬 | 0.6% | – | – | – |
| DOVDOVER Corp | COM | 11,806 | $161.9 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 48,694 | $159.3 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 34,140 | $159.1 萬 | 0.5% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 18,153 | $151.3 萬 | 0.5% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 14,775 | $150.6 萬 | 0.5% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 6,900 | $150.5 萬 | 0.5% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 91,290 | $149.7 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 30,817 | $147.6 萬 | 0.5% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 72,407 | $145.9 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 45,930 | $143.8 萬 | 0.5% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 15,908 | $141.2 萬 | 0.5% | – | – | – |
| TSLATesla, Inc. | Stock | 2,015 | $134.6 萬 | 0.5% | – | – | 歷史 |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 19,248 | $129.3 萬 | 0.4% | – | – | – |
| PSXPPhillips 66 Partners LP | COM UNIT REP INT | 40,000 | $126.7 萬 | 0.4% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 28,007 | $122.6 萬 | 0.4% | – | – | – |
| INTCIntel Corp | Stock | 19,017 | $121.7 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 6,536 | $120.6 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 21,209 | $119.6 萬 | 0.4% | – | – | – |
| BABoeing Co | Stock | 4,623 | $117.7 萬 | 0.4% | – | – | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 28,175 | $111.3 萬 | 0.4% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 20,042 | $110.0 萬 | 0.4% | – | – | – |
| FITBFifth Third Bancorp | COM | 28,923 | $108.3 萬 | 0.4% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 21,697 | $104.7 萬 | 0.4% | – | – | – |
| BACBank of America Corp | Stock | 26,979 | $104.4 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 33,502 | $96.2 萬 | 0.3% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 18,846 | $96.1 萬 | 0.3% | – | – | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 34,039 | $95.1 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,718 | $91.7 萬 | 0.3% | – | – | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 647 | $91.7 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 35,182 | $91.2 萬 | 0.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,498 | $91.0 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,673 | $90.6 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 6,357 | $86.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 9,311 | $85.3 萬 | 0.3% | – | – | – |
| RIORio Tinto PLC | ADR | 10,884 | $84.5 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,127 | $84.3 萬 | 0.3% | – | – | 歷史 |
| Victory Portfolios II92647N691 | VICTORYSHS US | 23,289 | $83.8 萬 | 0.3% | – | – | – |
| KOCoca Cola Co | Stock | 15,647 | $82.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,954 | $81.1 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 15,769 | $80.5 萬 | 0.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,370 | $78.2 萬 | 0.3% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 37,346 | $77.7 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 7,157 | $77.5 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,963 | $76.8 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 7,442 | $76.3 萬 | 0.3% | – | – | – |
| IPInternational Paper Co | COM | 13,961 | $75.5 萬 | 0.3% | – | – | 歷史 |
| BBNBlackRock Taxable Municipal Bond Trust | SHS | 30,011 | $74.0 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 8,716 | $71.5 萬 | 0.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,714 | $71.4 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,535 | $70.9 萬 | 0.2% | – | – | – |
| BGSB&G Foods, Inc. | COM | 22,826 | $70.9 萬 | 0.2% | – | – | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 16,015 | $69.4 萬 | 0.2% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 6,516 | $69.0 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 2,967 | $68.8 萬 | 0.2% | – | – | 歷史 |