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Livermore
Livermore
中文EN

David Loasby

SEC CIK
0001775863
最新申報
2026/2/13

2024 年第 4 季持倉

持倉截至 2024/12/31，2025/2/12 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
380
較 2024 年第 3 季 +11
總值
$10.9 億
較 2024 年第 3 季 +$2,932 萬 (+2.8%)
申報日
2025/2/12
SEC
David Loasby 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HRTXHeron Therapeutics, Inc.COM16,000$2.48 萬<0.1%+16,000新進歷史
AMBPArdagh Metal Packaging S.A.SHS10,000$2.68 萬<0.1%00.0%不變歷史
AKBAAkebia Therapeutics, Inc.COM20,000$3.50 萬<0.1%00.0%不變歷史
GTNGray Media, IncCOM13,995$4.74 萬<0.1%+355+2.6%加碼歷史
NOKNokia CorpSPONSORED ADR15,578$7.04 萬<0.1%00.0%不變歷史
OCCIOFS Credit Company, Inc.COM14,888$10.5 萬<0.1%+14,888新進歷史
FFord Motor CoStock13,788$13.3 萬<0.1%−14,458−51.2%減碼歷史
DNPDNP Select Income Fund IncCOM16,862$15.6 萬<0.1%+197+1.2%加碼歷史
SOUNSoundhound AI, Inc.CLASS A COM11,252$15.9 萬<0.1%+11,252新進歷史
CERTCertara, Inc.COM14,956$15.9 萬<0.1%−9,875−39.8%減碼歷史
MTWManitowoc Co IncCOM NEW19,083$16.0 萬<0.1%−251−1.3%減碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER16,240$16.5 萬<0.1%00.0%不變歷史
PEGPublic Service Enterprise Group IncCOM2,381$20.1 萬<0.1%+179+8.1%加碼歷史
IEXIdex CorpCOM979$20.2 萬<0.1%+979新進歷史
SYYSysco CorpStock2,768$20.4 萬<0.1%+98+3.7%加碼歷史
HSTHost Hotels & Resorts, Inc.COM11,948$20.4 萬<0.1%+80+0.7%加碼歷史
TTCToro CoCOM2,644$20.5 萬<0.1%+253+10.6%加碼歷史
MGYMagnolia Oil & Gas CorpCL A8,231$20.5 萬<0.1%+8,231新進歷史
Victory Portfolios II92647N865VCSHS US LRG CAP3,229$20.7 萬<0.1%−14−0.4%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF2,346$20.7 萬<0.1%+2,346新進–
J P Morgan Exchange Traded F46641Q878BET USD HIG ETF4,558$21.0 萬<0.1%−65−1.4%減碼–
AFGAmerican Financial Group IncCOM1,632$21.2 萬<0.1%+1,632新進歷史
ABNBAirbnb, Inc.Stock1,635$21.2 萬<0.1%+1,635新進歷史
JBHTHunt J B Transport Services IncCOM1,227$21.4 萬<0.1%+1,227新進歷史
VVVValvoline IncCOM6,157$21.4 萬<0.1%+6,157新進歷史
TROWPrice T Rowe Group IncStock1,973$21.4 萬<0.1%+1,973新進歷史
SKXSkechers USA IncCL A3,091$21.7 萬<0.1%+3,091新進歷史
WATWaters CorpCOM584$22.2 萬<0.1%−6−1.0%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF3,678$22.2 萬<0.1%+9+0.2%加碼–
iShares Russell 2000 ETF464287655ETF1,029$22.3 萬<0.1%+1,029新進–
BSXBoston Scientific CorpStock2,355$22.3 萬<0.1%+2,355新進歷史
NNNNNN REIT, Inc.REIT5,883$22.4 萬<0.1%+818+16.2%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,010$22.4 萬<0.1%+46+4.8%加碼歷史
DDominion Energy, IncStock4,228$22.6 萬<0.1%+4,228新進歷史
OCOwens CorningStock1,358$22.8 萬<0.1%00.0%不變歷史
RJFRaymond James Financial IncCOM1,478$22.8 萬<0.1%+1,478新進歷史
IBITiShares Bitcoin Trust ETFETF4,236$22.8 萬<0.1%+4,236新進歷史
iShares Tr464287234MSCI EMG MKT ETF5,579$22.9 萬<0.1%+5,579新進–
FNFFidelity National Financial, Inc.COM SHS4,290$23.3 萬<0.1%+717+20.1%加碼歷史
BOKFBok Financial CorpCOM NEW2,233$23.3 萬<0.1%+2,233新進歷史
ACGLArch Capital Group Ltd.Stock2,596$23.4 萬<0.1%−2,313−47.1%減碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW9,152$23.6 萬<0.1%−24−0.3%減碼歷史
SLViShares Silver TrustETF8,569$23.7 萬<0.1%−250−2.8%減碼歷史
ROADConstruction Partners, Inc.COM CL A2,747$23.9 萬<0.1%−344−11.1%減碼歷史
ATOAtmos Energy CorpCOM1,769$24.2 萬<0.1%+297+20.2%加碼歷史
NOCNorthrop Grumman CorpStock529$24.3 萬<0.1%+29+5.8%加碼歷史
KKRKKR & Co. Inc.COM1,725$24.3 萬<0.1%+1,725新進歷史
CMECME Group Inc.COM1,064$24.4 萬<0.1%−29−2.7%減碼歷史
CBOECboe Global Markets, Inc.COM1,280$24.4 萬<0.1%+140+12.3%加碼歷史
TMUST-Mobile US, Inc.Stock1,159$24.5 萬<0.1%+25+2.2%加碼歷史
HEI.AHeico CorpCL A1,400$24.9 萬<0.1%+198+16.5%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF5,342$25.3 萬<0.1%+5,342新進–
SAPSAP SEADR1,010$25.4 萬<0.1%+1+0.1%加碼歷史
PKGPackaging Corp of AmericaStock1,123$25.6 萬<0.1%+1,123新進歷史
HLIHoulihan Lokey, Inc.CL A1,532$25.8 萬<0.1%+70+4.8%加碼歷史
SPDR Series Trust78468R408ST TERM HIGH ETF10,255$25.9 萬<0.1%−2,024−16.5%減碼–
ETREntergy CorpCOM3,396$25.9 萬<0.1%00.0%不變依 2 比 1 拆股換算歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF5,110$25.9 萬<0.1%−247−4.6%減碼–
LINLinde PLCStock630$26.1 萬<0.1%−19−2.9%減碼歷史
GSGoldman Sachs Group IncStock467$26.2 萬<0.1%−9−1.9%減碼歷史
CICigna GroupStock938$26.2 萬<0.1%+56+6.3%加碼歷史
AEPAmerican Electric Power Co IncStock2,801$26.2 萬<0.1%+68+2.5%加碼歷史
ITWIllinois Tool Works IncStock1,070$26.2 萬<0.1%+11+1.0%加碼歷史
iShares Tr464289883CORE 30 70 ETF7,105$26.2 萬<0.1%+4+0.1%加碼–
ZBHZimmer Biomet Holdings, Inc.Stock2,519$26.3 萬<0.1%−1,327−34.5%減碼歷史
KMXCarMax IncCOM3,364$26.4 萬<0.1%+82+2.5%加碼歷史
SBUXStarbucks CorpStock2,891$26.7 萬<0.1%+63+2.2%加碼歷史
QCOMQualcomm IncStock1,701$26.7 萬<0.1%00.0%不變歷史
ECLEcolab Inc.Stock1,164$26.7 萬<0.1%+5+0.4%加碼歷史
EQTEQT CorpStock5,558$27.2 萬<0.1%+50+0.9%加碼歷史
TTDTrade Desk, Inc.Stock2,322$27.6 萬<0.1%+252+12.2%加碼歷史
ALEAllete IncCOM NEW4,243$27.7 萬<0.1%00.0%不變歷史
CEGConstellation Energy CorpStock929$28.4 萬<0.1%+30+3.3%加碼歷史
URIUnited Rentals, Inc.COM424$28.4 萬<0.1%+2+0.5%加碼歷史
PHParker-Hannifin CorpStock452$28.5 萬<0.1%−150−24.9%減碼歷史
BBWIBath & Body Works, Inc.COM7,824$28.5 萬<0.1%−797−9.2%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF2,993$28.5 萬<0.1%+2,993新進–
DUKDuke Energy CORPStock2,714$28.7 萬<0.1%−576−17.5%減碼歷史
VRTXVertex Pharmaceuticals IncStock703$28.8 萬<0.1%+62+9.7%加碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF11,734$28.8 萬<0.1%00.0%不變–
HQYHealthequity, Inc.COM2,876$28.9 萬<0.1%−1,342−31.8%減碼歷史
DDDuPont de Nemours, Inc.COM3,980$28.9 萬<0.1%+208+5.5%加碼歷史
FASTFastenal CoStock4,048$29.0 萬<0.1%+4,048新進歷史
iShares Tr46434V878ULTRA SHORT DUR5,791$29.2 萬<0.1%+5,791新進–
CCitigroup IncStock4,099$29.3 萬<0.1%−69−1.7%減碼歷史
SPDR Series Trust78468R721STATE STREET SPD6,543$29.7 萬<0.1%−738−10.1%減碼–
CMICummins IncStock844$30.0 萬<0.1%+10+1.2%加碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN8,598$30.5 萬<0.1%00.0%不變歷史
AMPAmeriprise Financial IncCOM592$30.5 萬<0.1%+2+0.3%加碼歷史
KMIKinder Morgan, Inc.Stock10,891$30.7 萬<0.1%+1,498+15.9%加碼歷史
ARMKAramarkCOM8,314$30.7 萬<0.1%+827+11.0%加碼歷史
iShares Tr464288257MSCI ACWI ETF2,642$30.7 萬<0.1%00.0%不變–
MDTMedtronic plcStock3,823$30.8 萬<0.1%+21+0.6%加碼歷史
ALRMAlarm.com Holdings, Inc.COM5,190$30.9 萬<0.1%+415+8.7%加碼歷史
ARESAres Management CorpCL A COM STK1,763$30.9 萬<0.1%+209+13.4%加碼歷史
NVONovo Nordisk A SADR3,605$31.1 萬<0.1%+254+7.6%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF4,132$31.2 萬<0.1%+1,100+36.3%加碼–
JKHYJack Henry & Associates IncStock1,818$31.3 萬<0.1%00.0%不變歷史
DOVDOVER CorpCOM1,729$31.8 萬<0.1%+121+7.5%加碼歷史
PNWPinnacle West Capital CorpCOM3,902$31.9 萬<0.1%+447+12.9%加碼歷史

2024 年第 3 季之後清倉（18 檔）

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

David Loasby 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
LNTAlliant Energy CorpStock10,553$63.9 萬0.1%歷史
OMCOmnicom Group Inc.COM3,738$37.8 萬<0.1%歷史
BIIBBiogen Inc.COM1,848$34.1 萬<0.1%歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF8,074$33.8 萬<0.1%–
PPGPPG Industries IncStock2,613$33.4 萬<0.1%歷史
INTCIntel CorpStock13,331$29.7 萬<0.1%歷史
HALHalliburton CoStock8,635$26.5 萬<0.1%歷史
Vanguard Short-Term Bond ETF921937827ETF3,236$25.4 萬<0.1%–
MKTXMarketaxess Holdings IncCOM873$23.9 萬<0.1%歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF6,564$22.0 萬<0.1%–
OTISOtis Worldwide CorpStock2,082$21.7 萬<0.1%歷史
iShares Tr464287630RUS 2000 VAL ETF1,328$21.6 萬<0.1%–
ULUnilever PLCSPON ADR NEW3,400$21.4 萬<0.1%歷史
STESTERIS plcSHS USD917$21.4 萬<0.1%歷史
EXPDExpeditors International of Washington IncCOM1,718$21.1 萬<0.1%歷史
LFUSLittelfuse IncCOM817$20.8 萬<0.1%歷史
SRESempraStock2,429$20.0 萬<0.1%歷史
NFENew Fortress Energy Inc.COM CL A11,565$10.4 萬<0.1%歷史