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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。

機構總覽
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
申報日
2021/4/22
SEC

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。

LexAurum Advisors, LLC 在 2021 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
Vanguard Morningstar Total Stock Market ETF922908769ETF56,199$1,162 萬4.0%–––
JPMorgan Ultra-Short Income ETF46641Q837ETF226,720$1,151 萬3.9%–––
JNJJohnson & JohnsonStock57,777$949.6 萬3.2%––歷史
SPDR Series Trust78464A805ST STR PR SP1500180,793$889.3 萬3.0%–––
BRK.ABerkshire Hathaway IncCL A21$810.0 萬2.8%––歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF266,301$789.6 萬2.7%–––
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER85,540$781.1 萬2.7%–––
AAPLApple Inc.Stock58,612$715.9 萬2.4%––歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW116,071$696.1 萬2.4%–––
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ100,039$610.2 萬2.1%–––
BRK.BBerkshire Hathaway IncStock20,795$531.2 萬1.8%––歷史
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD92,545$488.9 萬1.7%–––
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT88,139$450.0 萬1.5%–––
iShares Tr464288257MSCI ACWI ETF45,234$430.4 萬1.5%–––
First Tr Exchange-Traded FD33734H106SHS98,522$374.2 萬1.3%–––
First Trust Rising Dividend Achievers ETF33738R506ETF79,855$363.3 萬1.2%–––
First Tr Exchange-Traded Alp33734Y109COM SHS37,305$338.0 萬1.2%–––
UNHUnitedHealth Group IncStock8,883$330.5 萬1.1%––歷史
MSFTMicrosoft CorpStock12,235$288.5 萬1.0%––歷史
Bank of Amer Corp0605056827.25%CNV PFD L1,972$275.7 萬0.9%–––
Managed Portfolio Series56167N720TORTOISE NRAM PI130,911$265.4 萬0.9%–––
First Tr Exch Traded FD III33739N108MANAGD MUN ETF46,036$259.8 萬0.9%–––
AMZNAmazon Com IncStock830$256.8 萬0.9%––歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF19,237$250.2 萬0.9%–––
iShares Core S&P 500 ETF464287200ETF6,097$242.6 萬0.8%–––
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF33,182$235.0 萬0.8%–––
Ssga Active ETF Tr78467V848ST STR TOTAL ETF47,108$227.1 萬0.8%–––
SPDR Series Trust78468R812ST STR MSCI USAQ20,337$225.9 萬0.8%–––
OKEONEOK IncCOM44,600$225.9 萬0.8%––歷史
SPDR Series Trust78468R200ST STR RATE ETF73,352$224.8 萬0.8%–––
BTTBlackRock Municipal 2030 Target Term TrustCOM SHS BEN IN88,487$224.8 萬0.8%––歷史
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL21,653$223.6 萬0.8%–––
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF40,663$221.8 萬0.8%–––
Invesco QQQ Trust Series I46090E103ETF6,789$216.6 萬0.7%–––
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH30,538$207.6 萬0.7%–––
SHWSherwin Williams CoCOM2,805$207.0 萬0.7%––歷史
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF16,898$201.3 萬0.7%–––
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF39,190$201.0 萬0.7%–––
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL40,956$199.3 萬0.7%–––
JPMJPMorgan Chase & CoStock12,670$192.9 萬0.7%––歷史
XOMExxonMobil Holdings CorpCOM34,423$192.2 萬0.7%––歷史
iShares U.S. Treasury Bond ETF46429B267ETF71,220$186.5 萬0.6%–––
SPDR Index Shs FDS78463X434ST STR MSCI EAFE24,655$177.7 萬0.6%–––
Vanguard Dividend Appreciation ETF921908844ETF12,059$177.4 萬0.6%–––
iShares Tr46435G425ESG AWR MSCI USA19,524$177.4 萬0.6%–––
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT30,457$172.3 萬0.6%–––
DOVDOVER CorpCOM11,806$161.9 萬0.6%––歷史
First Tr Exchange-Traded FD336917109SHS48,694$159.3 萬0.5%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF34,140$159.1 萬0.5%–––
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF18,153$151.3 萬0.5%–––
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF14,775$150.6 萬0.5%–––
First Trust Dow Jones Internet Index Fund33733E302ETF6,900$150.5 萬0.5%–––
SGOLabrdn Gold ETF TrustETF91,290$149.7 萬0.5%––歷史
First Tr Exchange-Traded FD33738D309SENIOR LN FD30,817$147.6 萬0.5%–––
First Tr Exch Traded FD III33739E108PFD SECS INC ETF72,407$145.9 萬0.5%–––
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF45,930$143.8 萬0.5%–––
Vanguard Intermediate-Term Bond ETF921937819ETF15,908$141.2 萬0.5%–––
TSLATesla, Inc.Stock2,015$134.6 萬0.5%––歷史
Victory Portfolios II92647N782VCSHS US 500 ENH19,248$129.3 萬0.4%–––
PSXPPhillips 66 Partners LPCOM UNIT REP INT40,000$126.7 萬0.4%––歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF28,007$122.6 萬0.4%–––
INTCIntel CorpStock19,017$121.7 萬0.4%––歷史
DISWalt Disney CoStock6,536$120.6 萬0.4%––歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF21,209$119.6 萬0.4%–––
BABoeing CoStock4,623$117.7 萬0.4%––歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF28,175$111.3 萬0.4%–––
iShares Tr46435G672CORE INTL AGGR20,042$110.0 萬0.4%–––
FITBFifth Third BancorpCOM28,923$108.3 萬0.4%––歷史
iShares Core Dividend Growth ETF46434V621ETF21,697$104.7 萬0.4%–––
BACBank of America CorpStock26,979$104.4 萬0.4%––歷史
iShares Tr46434V274INTL EQTY FACTOR33,502$96.2 萬0.3%–––
iShares Tr464288877EAFE VALUE ETF18,846$96.1 萬0.3%–––
UTFCohen & Steers Infrastructure Fund IncCOM34,039$95.1 萬0.3%––歷史
NVDANVIDIA CorpStock1,718$91.7 萬0.3%––歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A647$91.7 萬0.3%––歷史
SPDR Series Trust78464A383ST STR BACKE ETF35,182$91.2 萬0.3%–––
iShares Core S&P Mid-Cap ETF464287507ETF3,498$91.0 萬0.3%–––
SPDR Series Trust78464A763ST STR SP DIV7,673$90.6 萬0.3%–––
WMTWalmart Inc.Stock6,357$86.4 萬0.3%––歷史
iShares Tr464287150CORE S&P TTL STK9,311$85.3 萬0.3%–––
RIORio Tinto PLCADR10,884$84.5 萬0.3%––歷史
SPYSPDR S&P 500 ETF TrustETF2,127$84.3 萬0.3%––歷史
Victory Portfolios II92647N691VICTORYSHS US23,289$83.8 萬0.3%–––
KOCoca Cola CoStock15,647$82.5 萬0.3%––歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,954$81.1 萬0.3%–––
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL15,769$80.5 萬0.3%–––
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,370$78.2 萬0.3%––歷史
First Tr Exch Traded FD III33739P830SHRT DUR MNG MUN37,346$77.7 萬0.3%–––
ABBVAbbVie Inc.Stock7,157$77.5 萬0.3%––歷史
MRKMerck & Co., Inc.Stock9,963$76.8 萬0.3%––歷史
iShares Tr46432F388MSCI USA VALUE7,442$76.3 萬0.3%–––
IPInternational Paper CoCOM13,961$75.5 萬0.3%––歷史
BBNBlackRock Taxable Municipal Bond TrustSHS30,011$74.0 萬0.3%––歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF8,716$71.5 萬0.2%–––
Vanguard Ftse Emerging Markets ETF922042858ETF13,714$71.4 萬0.2%–––
iShares Core S&P Small Cap ETF464287804ETF6,535$70.9 萬0.2%–––
BGSB&G Foods, Inc.COM22,826$70.9 萬0.2%––歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP16,015$69.4 萬0.2%––歷史
Fidelity MSCI Information Technology Index ETF316092808ETF6,516$69.0 萬0.2%–––
CATCaterpillar IncStock2,967$68.8 萬0.2%––歷史