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Livermore
Livermore
中文EN

Retirement Group, LLC

SEC CIK
0001740491
最新申報
2024/4/30

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/4 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
822
較 2022 年第 1 季 +2
總值
$2.41 億
較 2022 年第 1 季 −$1,688 萬 (−6.5%)
申報日
2022/8/4
SEC
Retirement Group, LLC 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 166$2.00 萬<0.1%−249−79.0%減碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD326$2.00 萬<0.1%−150−31.5%減碼–
Aim ETF Products Trust00888H307ALLIANZIM US EQ750$2.00 萬<0.1%+750新進–
Fidelity Covington Trust316092709MSCI INDL INDX443$2.00 萬<0.1%+2+0.5%加碼–
URIUnited Rentals, Inc.COM83$2.00 萬<0.1%+39+88.6%加碼歷史
CNCCentene CorpStock252$2.10 萬<0.1%+101+66.9%加碼歷史
GOLFAcushnet Holdings Corp.COM500$2.10 萬<0.1%00.0%不變歷史
WisdomTree Tr97717W430HEDGED HI YLD BD1,075$2.10 萬<0.1%00.0%不變–
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET250$2.10 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R812ST STR MSCI USAQ196$2.10 萬<0.1%00.0%不變–
ANAutonation, Inc.COM184$2.10 萬<0.1%+83+82.2%加碼歷史
AMTAmerican Tower CorpREIT86$2.20 萬<0.1%00.0%不變歷史
SYKStryker CorpStock111$2.20 萬<0.1%00.0%不變歷史
CCICrown Castle Inc.REIT130$2.20 萬<0.1%+1+0.8%加碼歷史
CHTRCharter Communications, Inc.CL A48$2.20 萬<0.1%+24+100.0%加碼歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP650$2.20 萬<0.1%00.0%不變–
PECOPhillips Edison & Company, Inc.COMMON STOCK647$2.20 萬<0.1%00.0%不變歷史
PRFTPerficient IncCOM236$2.20 萬<0.1%+113+91.9%加碼歷史
IIPRInnovative Industrial Properties IncCOM210$2.30 萬<0.1%+105+100.0%加碼歷史
iShares Tr4642874407-10 YR TRSY BD227$2.30 萬<0.1%+72+46.5%加碼–
SPLKSplunk IncCOM844$2.30 萬<0.1%00.0%不變歷史
UNMUnum GroupStock1,000$2.40 萬<0.1%00.0%不變歷史
TMUST-Mobile US, Inc.Stock178$2.40 萬<0.1%+39+28.1%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF310$2.40 萬<0.1%+120+63.2%加碼–
ARK Innovation ETF00214Q104ETF605$2.40 萬<0.1%+53+9.6%加碼–
iShares Tr464288588MBS ETF244$2.40 萬<0.1%+244新進–
Vanguard Malvern FDS922020805STRM INFPROIDX480$2.40 萬<0.1%00.0%不變–
WisdomTree Tr97717X669US QTLY DIV GRT410$2.40 萬<0.1%+2+0.5%加碼–
WMBWilliams Companies, Inc.COM785$2.40 萬<0.1%+200+34.2%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT179$2.40 萬<0.1%00.0%不變–
WisdomTree Tr97717W570US MIDCAP FUND522$2.40 萬<0.1%+2+0.4%加碼–
COWNCowen Inc.CL A NEW1,000$2.40 萬<0.1%00.0%不變歷史
WisdomTree Tr97717Y808YIELD ENHANCED514$2.40 萬<0.1%+2+0.4%加碼–
WFCWells Fargo & CompanyStock635$2.50 萬<0.1%00.0%不變歷史
BIDUBaidu, Inc.ADR167$2.50 萬<0.1%+80+92.0%加碼歷史
iShares Russell 1000 Value ETF464287598ETF173$2.50 萬<0.1%00.0%不變–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF560$2.50 萬<0.1%+4+0.7%加碼–
USOUnited States Oil Fund, LPUNITS312$2.50 萬<0.1%00.0%不變歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF519$2.60 萬<0.1%00.0%不變–
EDConsolidated Edison IncStock271$2.60 萬<0.1%00.0%不變歷史
iShares Russell 2000 Growth ETF464287648ETF124$2.60 萬<0.1%+33+36.3%加碼–
iShares Tr464287341GLOBAL ENERG ETF775$2.60 萬<0.1%00.0%不變–
NTRSNorthern Trust CorpCOM500$2.60 萬<0.1%00.0%不變歷史
iShares Tips Bond ETF464287176ETF241$2.70 萬<0.1%+6+2.6%加碼–
RTXRTX CorpStock284$2.70 萬<0.1%−20−6.6%減碼歷史
ABTAbbott LaboratoriesStock269$2.70 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A201ST STR SP600GRWO376$2.70 萬<0.1%00.0%不變–
BIIBBiogen Inc.COM137$2.80 萬<0.1%+64+87.7%加碼歷史
iShares Tr464288687PFD AND INCM SEC840$2.80 萬<0.1%−209−19.9%減碼–
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN1001,210$2.80 萬<0.1%00.0%不變–
BECNQxo Building Products, Inc.COM548$2.80 萬<0.1%+274+100.0%加碼歷史
DBX ETF Tr233051739XTRCK BLOMBRG BA1,518$2.80 萬<0.1%+7+0.5%加碼–
VERUVeru Inc.COM2,500$2.80 萬<0.1%+2,500新進歷史
Invesco Nasdaq 100 ETF46138G649ETF251$2.90 萬<0.1%+124+97.6%加碼–
iShares U S ETF Tr46431W705INT RT HDG C B316$2.90 萬<0.1%−5−1.6%減碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF633$3.00 萬<0.1%+488+336.6%加碼–
Fidelity MSCI Health Care Index ETF316092600ETF500$3.00 萬<0.1%00.0%不變–
iShares Tr464287630RUS 2000 VAL ETF224$3.10 萬<0.1%+58+34.9%加碼–
GWWW.W. Grainger, Inc.Stock70$3.20 萬<0.1%00.0%不變歷史
iShares Tr464288273EAFE SML CP ETF584$3.20 萬<0.1%+212+57.0%加碼–
MDLZMondelez International, Inc.Stock533$3.30 萬<0.1%−60−10.1%減碼歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF1,652$3.30 萬<0.1%+700+73.5%加碼–
KOCoca Cola CoStock545$3.40 萬<0.1%−54−9.0%減碼歷史
iShares Inc464286178US INTL HGH YLD840$3.40 萬<0.1%−260−23.6%減碼–
ETEnergy Transfer LPCOM UT LTD PTN3,450$3.40 萬<0.1%00.0%不變歷史
SPBSpectrum Brands Holdings, Inc.COM422$3.50 萬<0.1%−10−2.3%減碼歷史
MRKMerck & Co., Inc.Stock612$3.60 萬<0.1%+1+0.2%加碼歷史
AMATApplied Materials IncStock400$3.60 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E396S&P 500 CONC ETF914$3.60 萬<0.1%+457+100.0%加碼–
FFord Motor CoStock3,282$3.70 萬<0.1%−1,516−31.6%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF1,173$3.70 萬<0.1%+59+5.3%加碼–
LMTLockheed Martin CorpStock85$3.70 萬<0.1%−4−4.5%減碼歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD455$3.70 萬<0.1%00.0%不變–
COSTCostco Wholesale CorpStock79$3.80 萬<0.1%−3−3.7%減碼歷史
MAMastercard IncStock120$3.80 萬<0.1%00.0%不變歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR2,689$3.80 萬<0.1%00.0%不變歷史
PGProcter & Gamble CoStock273$3.90 萬<0.1%−10−3.5%減碼歷史
OKEONEOK IncCOM700$3.90 萬<0.1%00.0%不變歷史
BSTZBlackRock Science & Technology Term TrustSHS BEN INT1,976$3.90 萬<0.1%+1,001+102.7%加碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF939$4.00 萬<0.1%−300−24.2%減碼–
Schwab U.S. Small-Cap ETF808524607ETF1,020$4.00 萬<0.1%−4,926−82.8%減碼–
iShares Tr464287150CORE S&P TTL STK478$4.00 萬<0.1%−60−11.2%減碼–
CMCSAComcast CorpStock1,047$4.10 萬<0.1%−34−3.1%減碼歷史
TGTTarget CorpStock296$4.20 萬<0.1%+14+5.0%加碼歷史
Invesco Exchange Traded FD T46137Y401ZACKS MID CAP505$4.20 萬<0.1%−250−33.1%減碼–
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF2,075$4.30 萬<0.1%00.0%不變–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF547$4.40 萬<0.1%+3+0.6%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF895$4.40 萬<0.1%−765−46.1%減碼–
LVSLas Vegas Sands CorpCOM1,310$4.40 萬<0.1%+655+100.0%加碼歷史
PNWPinnacle West Capital CorpCOM600$4.40 萬<0.1%+200+50.0%加碼歷史
CRMSalesforce, Inc.Stock274$4.50 萬<0.1%+92+50.5%加碼歷史
CAHCardinal Health IncStock862$4.50 萬<0.1%+431+100.0%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL723$4.50 萬<0.1%+3+0.4%加碼–
IAUiShares Gold TrustISHARES1,325$4.50 萬<0.1%+40+3.1%加碼歷史
WisdomTree Tr97717W315EMER MKT HIGH FD1,253$4.60 萬<0.1%−606−32.6%減碼–
Vanguard Health Care ETF92204A504ETF200$4.70 萬<0.1%00.0%不變–
iShares Russell Mid-Cap Value ETF464287473ETF463$4.70 萬<0.1%00.0%不變–
KRKroger CoStock1,000$4.70 萬<0.1%00.0%不變歷史
NEENextera Energy IncStock622$4.80 萬<0.1%+201+47.7%加碼歷史
Vanguard Information Technology ETF92204A702ETF150$4.90 萬<0.1%00.0%不變–

2022 年第 1 季之後清倉（26 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

Retirement Group, LLC 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD55,876$147.0 萬0.6%歷史
APTSPreferred Apartment Communities IncCOM18,099$45.1 萬0.2%歷史
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN1,150$9.00 萬<0.1%–
iShares Tr46434V266INTERNATIONAL SL725$2.50 萬<0.1%–
ProShares Tr74348A541HGH YLD INT RATE375$2.30 萬<0.1%–
iShares Tr46435G268RUSEL 2500 ETF365$2.30 萬<0.1%–
iShares Core MSCI Total International Stock ETF46432F834ETF335$2.20 萬<0.1%–
iShares Tr46435U796SYSTEMATIC BD ET226$2.10 萬<0.1%–
DDSDillard's, Inc.CL A600$1.60 萬<0.1%歷史
Pacer Trendpilot US Bond ETF69374G642TRENDPILOT US BD350$9,000<0.1%–
Vanguard Emerging Markets Government Bond ETF921946885ETF100$7,000<0.1%–
FLOWSPX FLOW, Inc.COM71$6,000<0.1%歷史
TELLTellurian Inc.COM1,000$5,000<0.1%歷史
iShares U.S. Treasury Bond ETF46429B267ETF76$2,000<0.1%–
AAAlcoa CorpStock25$2,000<0.1%歷史
WBDWarner Bros. Discovery, Inc.COM SER A95$2,000<0.1%歷史
Nuveen Enhanced Mun Value FD67074M101COM148$2,000<0.1%–
OGNOrganon & Co.Stock15$1,000<0.1%歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL8$1,000<0.1%–
AZNAstraZeneca PLCSPONSORED ADR10$1,000<0.1%歷史
Atlantica Sustainable Infr PG0751N103SHS22$1,000<0.1%–
VTRSViatris IncStock43$00.0%歷史
CCChemours CoStock11$00.0%歷史
SXCSunCoke Energy, Inc.COM50$00.0%歷史
TYMETyme Technologies, Inc.COM300$00.0%歷史
CYNCyngn Inc.COM200$00.0%歷史