New World Advisors LLC
- SEC CIK
- 0001767724
- 最新申報
- 2026/8/12
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
- 27
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.82 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 |
|---|---|---|---|---|---|---|---|
| TJXTJX Companies Inc | Stock | 2,403,762 | $1.59 億 | 87.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 15,132 | $602.0 萬 | 3.3% | – | – | – |
| AAPLApple Inc. | Stock | 24,185 | $295.4 萬 | 1.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 681 | $210.7 萬 | 1.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,253 | $147.4 萬 | 0.8% | – | – | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 23,997 | $123.1 萬 | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,985 | $101.8 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 396 | $81.7 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,250 | $78.2 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,421 | $73.9 萬 | 0.4% | – | – | 歷史 |
| MMM3M Co | Stock | 3,700 | $71.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,645 | $63.7 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 9,754 | $54.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,964 | $46.0 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 6,186 | $35.4 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,264 | $33.3 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,834 | $30.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,162 | $30.0 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 4,938 | $28.7 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,164 | $28.3 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 946 | $27.9 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 8,842 | $26.8 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 496 | $26.5 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,613 | $24.6 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,200 | $24.2 萬 | 0.1% | – | – | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 12,480 | $18.2 萬 | 0.1% | – | – | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 10,000 | $6.10 萬 | <0.1% | – | – | 歷史 |