Sofos Investments, Inc.
- SEC CIK
- 0001741736
- 最新申報
- 2026/5/8
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 763
- 2020 年第 4 季沒有 13F 資料
- 總值
- $488.8 萬
- 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 |
|---|---|---|---|---|---|---|---|
| 0000000000 | Stock | 192,119 | $188.8 萬 | 38.6% | – | – | – |
| iShares Semiconductor ETF464287523 | ETF | 212 | $8.97 萬 | 1.8% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,086 | $8.93 萬 | 1.8% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 922 | $8.47 萬 | 1.7% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 1,061 | $8.36 萬 | 1.7% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 206,249 | $7.90 萬 | 1.6% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 63,609 | $6.76 萬 | 1.4% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 774 | $6.75 萬 | 1.4% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 1,145 | $6.11 萬 | 1.3% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1,185 | $6.11 萬 | 1.2% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 889 | $4.56 萬 | 0.9% | – | – | – |
| MELIMercadolibre Inc | COM | 29 | $4.24 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 309 | $4.19 萬 | 0.9% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,792 | $4.18 萬 | 0.9% | – | – | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 629 | $4.17 萬 | 0.9% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 468 | $4.15 萬 | 0.8% | – | – | – |
| Market Vectors ETF Tr Oil Svcs ETF57060U191 | CEF | 216 | $4.13 萬 | 0.8% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 388 | $3.95 萬 | 0.8% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 368 | $3.68 萬 | 0.8% | – | – | – |
| iShares Tr46429B366 | CMBS ETF | 662 | $3.56 萬 | 0.7% | – | – | – |
| Invesco Exch Traded FD Tr II46138E669 | GLOBAL EX US HGH | 1,584 | $3.50 萬 | 0.7% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 741 | $3.39 萬 | 0.7% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 255 | $3.20 萬 | 0.7% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 265 | $3.00 萬 | 0.6% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 305 | $2.99 萬 | 0.6% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 529 | $2.98 萬 | 0.6% | – | – | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 544 | $2.81 萬 | 0.6% | – | – | – |
| LOGILogitech International S.A. | SHS | 238 | $2.48 萬 | 0.5% | – | – | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 1,358 | $2.34 萬 | 0.5% | – | – | – |
| SONYSony Group Corp | SPONSORED ADR | 207 | $2.19 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 221 | $1.91 萬 | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 8,834 | $1.88 萬 | 0.4% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 89 | $1.79 萬 | 0.4% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 31 | $1.54 萬 | 0.3% | – | – | 歷史 |
| NBISNebius Group N.V. | Stock | 237 | $1.52 萬 | 0.3% | – | – | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 384 | $1.47 萬 | 0.3% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 131 | $1.44 萬 | 0.3% | – | – | – |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 1,090 | $1.44 萬 | 0.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 173 | $1.40 萬 | 0.3% | – | – | – |
| NFLXNetflix Inc | Stock | 1,901 | $1.39 萬 | 0.3% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 71 | $1.39 萬 | 0.3% | – | – | 歷史 |
| PBCTPeople's United Financial, Inc. | COM | 744 | $1.33 萬 | 0.3% | – | – | 歷史 |
| CAECae Inc | COM | 467 | $1.33 萬 | 0.3% | – | – | 歷史 |
| NUENucor Corp | COM | 162 | $1.30 萬 | 0.3% | – | – | 歷史 |
| LENLennar Corp | CL A | 127 | $1.29 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 90 | $1.27 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 51 | $1.26 萬 | 0.3% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 166 | $1.25 萬 | 0.3% | – | – | 歷史 |
| SNASnap-on Inc | COM | 54 | $1.25 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,259 | $1.22 萬 | 0.3% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 231 | $1.21 萬 | 0.2% | – | – | 歷史 |
| OTEXOpen Text Corp | COM | 251 | $1.20 萬 | 0.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 185 | $1.20 萬 | 0.2% | – | – | 歷史 |
| AERAerCap Holdings N.V. | SHS | 204 | $1.20 萬 | 0.2% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 42 | $1.17 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 77 | $1.17 萬 | 0.2% | – | – | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 1,074 | $1.15 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 85 | $1.15 萬 | 0.2% | – | – | 歷史 |
| CUBICustomers Bancorp, Inc. | COM | 359 | $1.14 萬 | 0.2% | – | – | 歷史 |
| MHKMohawk Industries Inc | COM | 59 | $1.14 萬 | 0.2% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 62 | $1.13 萬 | 0.2% | – | – | 歷史 |
| CAHCardinal Health Inc | Stock | 186 | $1.13 萬 | 0.2% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 128 | $1.13 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 94 | $1.11 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 212 | $1.10 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 89 | $1.08 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 147 | $1.08 萬 | 0.2% | – | – | 歷史 |
| RHIRobert Half Inc. | COM | 139 | $1.08 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 169 | $1.06 萬 | 0.2% | – | – | 歷史 |
| MASMasco Corp | COM | 178 | $1.06 萬 | 0.2% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 61 | $1.05 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 121 | $1.04 萬 | 0.2% | – | – | 歷史 |
| Credit Suisse Group225401108 | SPONSORED ADR | 970 | $1.03 萬 | 0.2% | – | – | – |
| ACNAccenture plc | Stock | 37 | $1.03 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 54 | $1.02 萬 | 0.2% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 89 | $1.02 萬 | 0.2% | – | – | 歷史 |
| NTAPNetApp, Inc. | Stock | 140 | $1.02 萬 | 0.2% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 72 | $1.00 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 27 | $1.00 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,552 | $9,969 | 0.2% | – | – | 歷史 |
| KBKB Financial Group Inc. | SPONSORED ADR | 201 | $9,915 | 0.2% | – | – | 歷史 |
| FFIVF5, Inc. | Stock | 47 | $9,832 | 0.2% | – | – | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 196,339 | $9,815 | 0.2% | – | – | – |
| GISGeneral Mills Inc | Stock | 160 | $9,782 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 198 | $9,729 | 0.2% | – | – | – |
| SJMJ M SMUCKER Co | Stock | 77 | $9,712 | 0.2% | – | – | 歷史 |
| CMICummins Inc | Stock | 37 | $9,606 | 0.2% | – | – | 歷史 |
| CLXClorox Co | Stock | 50 | $9,549 | 0.2% | – | – | 歷史 |
| Toews Tactical Oceana66537V591 | Mutual Fund | 955 | $9,528 | 0.2% | – | – | – |
| PAYXPaychex Inc | Stock | 97 | $9,507 | 0.2% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 7 | $9,482 | 0.2% | – | – | 歷史 |
| CTXSCitrix Systems Inc | COM | 68 | $9,475 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 6,833 | $9,448 | 0.2% | – | – | 歷史 |
| WATWaters Corp | COM | 33 | $9,435 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 181 | $9,408 | 0.2% | – | – | – |
| CLColgate Palmolive Co | Stock | 11,868 | $9,371 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 67 | $9,311 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 667 | $9,070 | 0.2% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 34 | $9,065 | 0.2% | – | – | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 81 | $9,054 | 0.2% | – | – | 歷史 |