Advisor OS, LLC
- SEC CIK
- 0001767580
- 最新申報
- 2026/8/5
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 196
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.41 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 |
|---|---|---|---|---|---|---|---|
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 11,899 | $9.30 萬 | <0.1% | – | – | 歷史 |
| AMAntero Midstream Corp | Stock | 13,256 | $12.0 萬 | <0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 3,938 | $20.1 萬 | <0.1% | – | – | 歷史 |
| DECKDeckers Outdoor Corp | COM | 608 | $20.1 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,074 | $20.3 萬 | <0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,097 | $20.5 萬 | <0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,170 | $20.8 萬 | <0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 2,782 | $21.0 萬 | <0.1% | – | – | 歷史 |
| ELANElanco Animal Health Inc | COM | 7,154 | $21.3 萬 | <0.1% | – | – | 歷史 |
| BSYBentley Systems Inc | COM CL B | 4,584 | $21.4 萬 | <0.1% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 2,282 | $21.7 萬 | <0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,639 | $21.8 萬 | <0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 624 | $23.0 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,148 | $23.2 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,256 | $23.7 萬 | 0.1% | – | – | 歷史 |
| AZPNASPENTECH Corp | COM | 1,661 | $23.9 萬 | 0.1% | – | – | 歷史 |
| Nuveen PFD & Incm Securties67072C105 | COM | 24,599 | $23.9 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 6,281 | $24.2 萬 | 0.1% | – | – | 歷史 |
| Flir Sys Inc302445101 | COM | 4,310 | $24.4 萬 | 0.1% | – | – | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 2,012 | $24.5 萬 | 0.1% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 737 | $25.1 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 4,363 | $25.3 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 10,148 | $25.8 萬 | 0.1% | – | – | – |
| EFXEquifax Inc | COM | 1,447 | $26.2 萬 | 0.1% | – | – | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,861 | $26.4 萬 | 0.1% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 2,000 | $26.4 萬 | 0.1% | – | – | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 1,757 | $26.7 萬 | 0.1% | – | – | 歷史 |
| ALLEAllegion plc | ORD SHS | 2,145 | $27.0 萬 | 0.1% | – | – | 歷史 |
| QRVOQorvo, Inc. | Stock | 1,502 | $27.5 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 736 | $27.5 萬 | 0.1% | – | – | 歷史 |
| LIILennox International Inc | COM | 884 | $27.5 萬 | 0.1% | – | – | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 3,809 | $27.7 萬 | 0.1% | – | – | 歷史 |
| ICLRIcon PLC | COM | 1,407 | $27.8 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,208 | $28.0 萬 | 0.1% | – | – | 歷史 |
| BALLBALL Corp | COM | 3,316 | $28.1 萬 | 0.1% | – | – | 歷史 |
| GEFGreif, Inc | CL A | 4,937 | $28.1 萬 | 0.1% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 479 | $28.5 萬 | 0.1% | – | – | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 10,386 | $29.0 萬 | 0.1% | – | – | 歷史 |
| ANSSAnsys Inc | COM | 859 | $29.2 萬 | 0.1% | – | – | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 1,741 | $29.7 萬 | 0.1% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 3,379 | $30.1 萬 | 0.1% | – | – | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 22,370 | $30.8 萬 | 0.1% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 4,168 | $31.5 萬 | 0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 41,334 | $31.7 萬 | 0.1% | – | – | 歷史 |
| POOLPool Corp | COM | 940 | $32.5 萬 | 0.1% | – | – | 歷史 |
| NDSNNordson Corp | COM | 1,652 | $32.8 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 4,399 | $33.0 萬 | 0.1% | – | – | – |
| GLQClough Global Equity Fund | COM | 22,034 | $33.5 萬 | 0.1% | – | – | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 875 | $33.6 萬 | 0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,535 | $33.7 萬 | 0.1% | – | – | – |
| UBSIUnited Bankshares Inc | COM | 8,838 | $34.1 萬 | 0.1% | – | – | 歷史 |
| CDWCDW Corp | COM | 2,067 | $34.2 萬 | 0.1% | – | – | 歷史 |
| CPRTCopart Inc | COM | 3,143 | $34.2 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,903 | $34.4 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 543 | $36.2 萬 | 0.1% | – | – | 歷史 |
| SAPSAP SE | ADR | 2,942 | $36.2 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 3,144 | $37.1 萬 | 0.1% | – | – | 歷史 |
| AONAon plc | CL A | 1,629 | $37.4 萬 | 0.1% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 3,079 | $37.6 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 9,110 | $38.5 萬 | 0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,319 | $38.9 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 10,465 | $39.7 萬 | 0.1% | – | – | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 7,266 | $39.9 萬 | 0.1% | – | – | 歷史 |
| THOThor Industries Inc | COM | 3,032 | $40.7 萬 | 0.1% | – | – | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 1,407 | $40.8 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 7,784 | $41.0 萬 | 0.1% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 17,485 | $41.4 萬 | 0.1% | – | – | 歷史 |
| NVRNVR Inc | COM | 88 | $41.5 萬 | 0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,271 | $41.6 萬 | 0.1% | – | – | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 2,452 | $41.9 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,128 | $42.1 萬 | 0.1% | – | – | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 11,237 | $42.6 萬 | 0.1% | – | – | 歷史 |
| MTDMettler Toledo International Inc | COM | 405 | $46.7 萬 | 0.1% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 2,496 | $47.6 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,513 | $47.8 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,990 | $48.4 萬 | 0.1% | – | – | – |
| KMIKinder Morgan, Inc. | Stock | 29,242 | $48.6 萬 | 0.1% | – | – | 歷史 |
| CHGGChegg, Inc | COM | 5,763 | $49.3 萬 | 0.1% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,698 | $52.0 萬 | 0.1% | – | – | 歷史 |
| EMDWestern Asset Emerging Markets Debt Fund Inc. | COM | 39,639 | $52.4 萬 | 0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 478 | $52.8 萬 | 0.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 3,249 | $53.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,151 | $54.5 萬 | 0.1% | – | – | – |
| ALCAlcon Inc | Stock | 7,996 | $56.1 萬 | 0.1% | – | – | 歷史 |
| RACEFerrari N.V. | COM | 2,737 | $57.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 6,465 | $59.2 萬 | 0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 2,699 | $59.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 7,313 | $60.3 萬 | 0.1% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 27,624 | $60.8 萬 | 0.1% | – | – | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 6,144 | $60.9 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 4,131 | $63.0 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 6,572 | $65.5 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 18,644 | $67.7 萬 | 0.2% | – | – | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 2,830 | $69.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 4,153 | $71.8 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 5,806 | $77.2 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 10,090 | $77.7 萬 | 0.2% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 534 | $78.6 萬 | 0.2% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 9,672 | $81.0 萬 | 0.2% | – | – | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,720 | $83.5 萬 | 0.2% | – | – | 歷史 |