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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
ASMLASML Holding NVADR432$31.9 萬<0.1%−290−40.2%減碼歷史
SNPSSynopsys IncCOM651$32.1 萬<0.1%+169+35.1%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,406$32.2 萬<0.1%+116+9.0%加碼–
GILDGilead Sciences, Inc.Stock3,580$32.2 萬<0.1%+100+2.9%加碼歷史
JJSFJ&J Snack Foods CorpCOM2,290$32.5 萬<0.1%+185+8.8%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF896$32.7 萬<0.1%+44+5.2%加碼–
JCIJohnson Controls International plcStock4,175$32.8 萬<0.1%−40−0.9%減碼歷史
NXPINXP Semiconductors N.V.COM1,602$33.1 萬<0.1%+128+8.7%加碼歷史
RGAReinsurance Group of America IncCOM NEW1,543$33.3 萬<0.1%+220+16.6%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F5,727$33.3 萬<0.1%00.0%不變–
VMCVulcan Materials COCOM1,327$33.4 萬<0.1%+143+12.1%加碼歷史
LRCXLam Research CorpStock4,485$33.5 萬<0.1%−40,655−90.1%減碼依 10 比 1 拆股換算歷史
CRWDCrowdStrike Holdings, Inc.Stock960$33.5 萬<0.1%−74−7.2%減碼歷史
Vanguard Long-Term Treasury ETF92206C847ETF6,237$33.8 萬<0.1%−1,263−16.8%減碼–
AJGArthur J. Gallagher & Co.COM1,183$34.0 萬<0.1%+186+18.7%加碼歷史
OSBCOld Second Bancorp IncCOM20,210$34.9 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF8,467$35.1 萬<0.1%−210−2.4%減碼–
SHWSherwin Williams CoCOM1,063$35.1 萬<0.1%−7−0.7%減碼歷史
VRSKVerisk Analytics, Inc.COM1,320$35.5 萬<0.1%+96+7.8%加碼歷史
TGTTarget CorpStock2,512$35.6 萬<0.1%+69+2.8%加碼歷史
DALDelta Air Lines, Inc.COM NEW5,350$35.8 萬<0.1%+41+0.8%加碼歷史
AVYAvery Dennison CorpCOM1,941$35.9 萬<0.1%−400−17.1%減碼歷史
iShares Tr464289875CORE 40 MODE ETF8,372$35.9 萬<0.1%−303−3.5%減碼–
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM24,313$36.1 萬<0.1%−3,313−12.0%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF8,447$36.2 萬<0.1%−3,689−30.4%減碼–
CVSCVS Health CorpStock7,573$36.4 萬<0.1%−4,895−39.3%減碼歷史
iShares Tr464289867CORE 60 BALA ETF6,431$36.4 萬<0.1%−291−4.3%減碼–
ITGartner IncCOM755$36.9 萬<0.1%−79−9.5%減碼歷史
YUMYum Brands IncStock3,026$37.3 萬<0.1%+267+9.7%加碼歷史
PCARPaccar IncCOM3,502$37.3 萬<0.1%+125+3.7%加碼歷史
GEVGE Vernova Inc.Stock1,023$37.6 萬<0.1%+38+3.9%加碼歷史
CDWCDW CorpCOM2,070$37.9 萬<0.1%−1,258−37.8%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE9,083$37.9 萬<0.1%−244−2.6%減碼–
COFCapital One Financial CorpStock2,190$38.4 萬<0.1%+564+34.7%加碼歷史
CSLCarlisle Companies IncCOM1,043$38.5 萬<0.1%−194−15.7%減碼歷史
GSKGSK plcADR11,677$38.6 萬<0.1%−1,538−11.6%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF6,874$39.0 萬<0.1%+1,298+23.3%加碼–
CBChubb LtdStock1,514$39.0 萬<0.1%−66−4.2%減碼歷史
PLDPrologis, Inc.REIT3,843$39.8 萬<0.1%−617−13.8%減碼歷史
EMREmerson Electric CoStock3,377$39.8 萬<0.1%+63+1.9%加碼歷史
ANETArista Networks, Inc.Stock3,497$40.0 萬<0.1%−139−3.8%減碼依 4 比 1 拆股換算歷史
iShares S&P 500 Value ETF464287408ETF2,152$40.5 萬<0.1%−95−4.2%減碼–
APHAmphenol CorpCL A5,874$41.2 萬<0.1%+389+7.1%加碼歷史
DGXQuest Diagnostics IncCOM2,721$41.3 萬<0.1%+267+10.9%加碼歷史
ROPRoper Technologies IncStock825$41.5 萬<0.1%+3+0.4%加碼歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,467$41.9 萬<0.1%+47+1.9%加碼歷史
EPDEnterprise Products Partners L.P.Stock13,019$41.9 萬<0.1%−1,730−11.7%減碼歷史
DHRDanaher CorpStock1,790$42.1 萬<0.1%−108−5.7%減碼歷史
UBERUber Technologies, IncStock6,385$42.1 萬<0.1%+725+12.8%加碼歷史
UPSUnited Parcel Service IncStock3,422$42.2 萬<0.1%−728−17.5%減碼歷史
HUMHumana IncStock1,624$43.7 萬<0.1%+487+42.8%加碼歷史
BDXBecton Dickinson & CoStock1,875$43.8 萬<0.1%−205−9.9%減碼歷史
WMWaste Management IncStock2,115$43.8 萬<0.1%+43+2.1%加碼歷史
SONYSony Group CorpSPONSORED ADR21,915$44.6 萬<0.1%00.0%不變依 5 比 1 拆股換算歷史
Vanguard Consumer Staples ETF92204A207ETF2,158$44.6 萬<0.1%00.0%不變–
iShares Tr464287721U.S. TECH ETF2,828$44.6 萬<0.1%−81−2.8%減碼–
SOSouthern CoStock5,496$44.7 萬<0.1%+62+1.1%加碼歷史
MRVLMarvell Technology, Inc.COM3,916$44.8 萬<0.1%+118+3.1%加碼歷史
METMetlife IncStock5,594$44.9 萬<0.1%−1,333−19.2%減碼歷史
FDXFedEx CorpStock1,667$45.1 萬<0.1%−1−0.1%減碼歷史
WMSAdvanced Drainage Systems, Inc.COM4,024$45.4 萬<0.1%+157+4.1%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF7,349$45.5 萬<0.1%+29+0.4%加碼–
PYPLPayPal Holdings, Inc.Stock5,471$45.6 萬<0.1%+848+18.3%加碼歷史
VERXVertex, Inc.Stock8,746$45.6 萬<0.1%+991+12.8%加碼歷史
AMGNAmgen IncStock1,741$45.7 萬<0.1%−62−3.4%減碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,351$45.9 萬<0.1%+562+31.4%加碼–
Vanguard S&P 500 Value ETF921932703ETF2,549$46.3 萬<0.1%+85+3.4%加碼–
BPBP PLCADR14,830$46.4 萬<0.1%−985−6.2%減碼歷史
TREXTrex Co IncCOM7,192$46.4 萬<0.1%−617−7.9%減碼歷史
XELXcel Energy IncStock7,413$47.0 萬<0.1%+232+3.2%加碼歷史
TECHBIO-TECHNE CorpCOM6,416$47.0 萬<0.1%+345+5.7%加碼歷史
IDXXIDEXX Laboratories IncCOM1,133$47.4 萬<0.1%−243−17.7%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF9,255$47.4 萬<0.1%−94,534−91.1%減碼–
APDAir Products & Chemicals, Inc.Stock1,618$47.4 萬<0.1%+13+0.8%加碼歷史
ONTOOnto Innovation Inc.COM2,520$47.8 萬<0.1%+278+12.4%加碼歷史
NOVTNovanta IncCOM3,260$48.1 萬<0.1%+758+30.3%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN24,952$48.5 萬<0.1%+5,052+25.4%加碼歷史
LMTLockheed Martin CorpStock1,039$48.6 萬<0.1%−29−2.7%減碼歷史
MCHPMicrochip Technology IncStock8,816$48.7 萬<0.1%+2,100+31.3%加碼歷史
TXNTexas Instruments IncStock2,565$48.8 萬<0.1%−119−4.4%減碼歷史
CSGPCostar Group, Inc.COM7,087$49.5 萬<0.1%−1,097−13.4%減碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF3,153$50.2 萬<0.1%+15+0.5%加碼–
FCXFreeport-McMoran IncStock12,891$50.3 萬<0.1%−171−1.3%減碼歷史
RGENRepligen CorpCOM3,262$50.5 萬<0.1%+8+0.2%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,808$50.6 萬<0.1%−62−3.3%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF1,905$51.0 萬<0.1%−53−2.7%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF5,316$51.0 萬<0.1%+2,356+79.6%加碼–
AMATApplied Materials IncStock2,975$51.1 萬<0.1%+230+8.4%加碼歷史
AXPAmerican Express CoStock1,743$51.1 萬<0.1%+85+5.1%加碼歷史
ADPAutomatic Data Processing IncStock1,783$51.1 萬<0.1%+219+14.0%加碼歷史
ORLYO Reilly Automotive IncStock429$51.4 萬<0.1%−197−31.5%減碼歷史
CSXCSX CorpStock16,239$51.6 萬<0.1%+4,774+41.6%加碼歷史
NKENIKE, Inc.Stock7,345$52.3 萬<0.1%−1,743−19.2%減碼歷史
CDNSCadence Design Systems IncStock1,777$53.1 萬<0.1%+319+21.9%加碼歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock5,025$53.4 萬<0.1%+515+11.4%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF7,724$53.9 萬<0.1%−1,622−17.4%減碼–
POOLPool CorpCOM1,666$54.4 萬<0.1%−108−6.1%減碼歷史
INTUIntuit Inc.Stock873$54.4 萬<0.1%+75+9.4%加碼歷史
iShares MSCI Eafe ETF464287465ETF7,326$55.0 萬0.1%+549+8.1%加碼–
VZVerizon Communications IncStock14,646$55.4 萬0.1%−1,607−9.9%減碼歷史

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