Artemis Wealth Advisors, LLC
- SEC CIK
- 0001767435
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2023/2/17 申報。只含多頭部位。
- 持股檔數
- 81
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.39 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 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 976,494 | $3.12 億 | 48.8% | – | – | – |
| TSLATesla, Inc. | Stock | 200,668 | $1.34 億 | 21.0% | – | – | 歷史 |
| PDOPIMCO Dynamic Income Opportunities Fund | COM BEN SHS | 2,010,974 | $4,036 萬 | 6.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,025 | $2,477 萬 | 3.9% | – | – | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 14,383 | $2,011 萬 | 3.1% | – | – | – |
| AAPLApple Inc. | Stock | 159,412 | $1,944 萬 | 3.0% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 33,625 | $1,754 萬 | 2.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,039 | $1,658 萬 | 2.6% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 326,100 | $1,038 萬 | 1.6% | – | – | – |
| FATEFate Therapeutics Inc | COM | 100,000 | $824.5 萬 | 1.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 31,000 | $439.1 萬 | 0.7% | – | – | – |
| SNAPSnap Inc | Stock | 75,000 | $392.2 萬 | 0.6% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 30,000 | $354.8 萬 | 0.6% | – | – | 歷史 |
| Square Inc952234103 | CL A | 15,000 | $340.6 萬 | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,000 | $267.0 萬 | 0.4% | – | – | 歷史 |
| CHGGChegg, Inc | COM | 30,000 | $257.0 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 10,000 | $242.8 萬 | 0.4% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 7,000 | $224.9 萬 | 0.4% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 2,000 | $221.3 萬 | 0.3% | – | – | 歷史 |
| Berkshire Hathaway Inc Del084670902 | CALL | 6,542 | $167.1 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,771 | $109.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 5,500 | $82.8 萬 | 0.1% | – | – | – |
| UBERUber Technologies, Inc | Stock | 10,000 | $54.5 萬 | 0.1% | – | – | 歷史 |
| SASRSandy Spring Bancorp Inc | COM | 9,513 | $41.3 萬 | 0.1% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 100 | $38.6 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,500 | $38.3 萬 | 0.1% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 2,692 | $32.3 萬 | 0.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 2,137 | $23.2 萬 | <0.1% | – | – | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 4,771 | $20.7 萬 | <0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 64 | $13.2 萬 | <0.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 705 | $11.6 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 2,293 | $11.3 萬 | <0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 672 | $11.1 萬 | <0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 1,854 | $10.0 萬 | <0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 2,882 | $9.80 萬 | <0.1% | – | – | – |
| KALAKALA BIO, Inc. | COM | 12,937 | $8.70 萬 | <0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 728 | $8.30 萬 | <0.1% | – | – | – |
| STXSeagate Technology Holdings plc | SHS | 1,057 | $8.10 萬 | <0.1% | – | – | 歷史 |
| DARDarling Ingredients Inc. | COM | 1,000 | $7.40 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 724 | $7.10 萬 | <0.1% | – | – | – |
| MMM3M Co | Stock | 361 | $7.00 萬 | <0.1% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,271 | $6.30 萬 | <0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 963 | $5.40 萬 | <0.1% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 384 | $5.30 萬 | <0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 221 | $5.20 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 992 | $5.20 萬 | <0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 447 | $5.10 萬 | <0.1% | – | – | – |
| NVSNovartis AG | ADR | 587 | $5.00 萬 | <0.1% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 1,125 | $5.00 萬 | <0.1% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 750 | $4.90 萬 | <0.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 517 | $3.30 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 300 | $2.70 萬 | <0.1% | – | – | – |
| PBCTPeople's United Financial, Inc. | COM | 1,486 | $2.70 萬 | <0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 113 | $2.50 萬 | <0.1% | – | – | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 223 | $2.40 萬 | <0.1% | – | – | 歷史 |
| AOSSmith A O Corp | COM | 361 | $2.40 萬 | <0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 196 | $2.30 萬 | <0.1% | – | – | 歷史 |
| SEICSEI Investments Co | COM | 373 | $2.30 萬 | <0.1% | – | – | 歷史 |
| PNRPENTAIR plc | SHS | 364 | $2.30 萬 | <0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 62 | $2.20 萬 | <0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 129 | $2.20 萬 | <0.1% | – | – | 歷史 |
| BENFranklin Templeton Inc | COM | 760 | $2.20 萬 | <0.1% | – | – | 歷史 |
| NDSNNordson Corp | COM | 111 | $2.20 萬 | <0.1% | – | – | 歷史 |
| GGGGraco Inc | COM | 290 | $2.10 萬 | <0.1% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 433 | $2.10 萬 | <0.1% | – | – | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 173 | $2.10 萬 | <0.1% | – | – | 歷史 |
| DCIDonaldson Co Inc | Stock | 335 | $1.90 萬 | <0.1% | – | – | 歷史 |
| NUSNu Skin Enterprises, Inc. | CL A | 349 | $1.80 萬 | <0.1% | – | – | 歷史 |
| Impax Laboratories Inc45256BAE1 | NOTE 2.000% 6/1 | – | $1.40 萬 | <0.1% | – | – | – |
| TPRTapestry, Inc. | COM | 121 | $5,000 | <0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 26 | $3,000 | <0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 25 | $3,000 | <0.1% | – | – | 歷史 |
| GNCAGenocea Biosciences, Inc. | COM | 1,137 | $3,000 | <0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 15 | $2,000 | <0.1% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 31 | $2,000 | <0.1% | – | – | 歷史 |
| DAREDare Bioscience, Inc. | COM | 881 | $1,000 | <0.1% | – | – | 歷史 |
| Hannon Armstrong Sust Infr C41068XAB6 | NOTE 4.125% 9/0 | – | $1,000 | <0.1% | – | – | – |
| Theravance Inc88338TAB0 | NOTE 2.125% 1/1 | – | $1,000 | <0.1% | – | – | – |