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Livermore
Livermore
中文EN

David Loasby

SEC CIK
0001775863
最新申報
2026/2/13

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
407
較 2025 年第 1 季 +27
總值
$11.8 億
較 2025 年第 1 季 +$1.67 億 (+16.6%)
申報日
2025/8/13
SEC
David Loasby 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
IDXXIDEXX Laboratories IncCOM554$29.7 萬<0.1%−548−49.7%減碼歷史
KMIKinder Morgan, Inc.Stock10,659$30.0 萬<0.1%−900−7.8%減碼歷史
JKHYJack Henry & Associates IncStock1,800$30.1 萬<0.1%−28−1.5%減碼歷史
PNWPinnacle West Capital CorpCOM3,349$30.4 萬<0.1%+93+2.9%加碼歷史
iShares Tr46434V878ULTRA SHORT DUR6,017$30.4 萬<0.1%−1,366−18.5%減碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,800$30.5 萬<0.1%+3,800新進–
DOVDOVER CorpCOM1,758$30.8 萬<0.1%+142+8.8%加碼歷史
MDTMedtronic plcStock3,445$30.8 萬<0.1%−257−6.9%減碼歷史
BSXBoston Scientific CorpStock2,921$30.8 萬<0.1%+655+28.9%加碼歷史
USBUS Bancorp DECOM NEW7,008$30.8 萬<0.1%−777−10.0%減碼歷史
Vanguard S&P 500 Value ETF921932703ETF1,642$30.9 萬<0.1%−907−35.6%減碼–
QCOMQualcomm IncStock2,099$31.1 萬<0.1%+117+5.9%加碼歷史
AMPAmeriprise Financial IncCOM624$31.3 萬<0.1%+21+3.5%加碼歷史
TPRTapestry, Inc.COM2,959$31.5 萬<0.1%+2,959新進歷史
CRWDCrowdStrike Holdings, Inc.Stock711$31.8 萬<0.1%−233−24.7%減碼歷史
ITGartner IncCOM969$31.8 萬<0.1%+246+34.0%加碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF10,978$32.1 萬<0.1%−756−6.4%減碼–
SPOTSpotify Technology S.A.Stock517$32.4 萬<0.1%+15+3.0%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,672$32.7 萬<0.1%−63−3.6%減碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,878$33.3 萬<0.1%+3,878新進–
LNTAlliant Energy CorpStock5,114$33.5 萬<0.1%+52+1.0%加碼歷史
METMetlife IncStock4,529$33.5 萬<0.1%+120+2.7%加碼歷史
OSBCOld Second Bancorp IncCOM20,210$33.5 萬<0.1%00.0%不變歷史
PKGPackaging Corp of AmericaStock1,756$33.6 萬<0.1%+301+20.7%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock3,718$33.7 萬<0.1%+283+8.2%加碼歷史
AEPAmerican Electric Power Co IncStock2,977$33.8 萬<0.1%−218−6.8%減碼歷史
TMUST-Mobile US, Inc.Stock1,426$33.8 萬<0.1%+222+18.4%加碼歷史
PHParker-Hannifin CorpStock481$34.3 萬<0.1%+13+2.8%加碼歷史
SHOPShopify Inc.Stock2,891$34.3 萬<0.1%+2,891新進歷史
HEI.AHeico CorpCL A1,345$34.6 萬<0.1%−19−1.4%減碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN8,598$34.9 萬<0.1%00.0%不變歷史
SKXSkechers USA IncCL A5,585$35.2 萬<0.1%−391−6.5%減碼歷史
iShares Tr464289875CORE 40 MODE ETF7,714$35.3 萬<0.1%−347−4.3%減碼–
CSLCarlisle Companies IncCOM1,002$35.3 萬<0.1%−44−4.2%減碼歷史
iShares Tr464289867CORE 60 BALA ETF5,776$35.3 萬<0.1%−885−13.3%減碼–
DDDuPont de Nemours, Inc.COM5,054$35.3 萬<0.1%+794+18.6%加碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF8,117$35.4 萬<0.1%−255−3.0%減碼–
MMM3M CoStock2,454$35.4 萬<0.1%+442+22.0%加碼歷史
LECOLincoln Electric Holdings IncCOM1,487$35.9 萬<0.1%+206+16.1%加碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF2,711$36.0 萬<0.1%−4,557−62.7%減碼–
ARESAres Management CorpCL A COM STK1,976$36.1 萬<0.1%+1,976新進歷史
VRSKVerisk Analytics, Inc.COM1,330$36.2 萬<0.1%+27+2.1%加碼歷史
IBITiShares Bitcoin Trust ETFETF5,686$36.5 萬<0.1%+1,083+23.5%加碼歷史
SBUXStarbucks CorpStock4,214$36.6 萬<0.1%−239−5.4%減碼歷史
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM23,634$36.6 萬<0.1%00.0%不變歷史
CMECME Group Inc.COM1,308$36.7 萬<0.1%+69+5.6%加碼歷史
BIIBBiogen Inc.COM2,838$37.4 萬<0.1%+430+17.9%加碼歷史
FASTFastenal CoStock8,262$37.5 萬<0.1%00.0%不變依 2 比 1 拆股換算歷史
URIUnited Rentals, Inc.COM438$37.7 萬<0.1%+9+2.1%加碼歷史
SHWSherwin Williams CoCOM1,103$37.9 萬<0.1%+7+0.6%加碼歷史
CBChubb LtdStock1,421$38.0 萬<0.1%−27−1.9%減碼歷史
CMICummins IncStock1,080$38.4 萬<0.1%+20+1.9%加碼歷史
BNYBank of New York Mellon CorpStock3,853$38.5 萬<0.1%+1,130+41.5%加碼歷史
iShares MSCI Eafe ETF464287465ETF4,408$38.5 萬<0.1%−243−5.2%減碼–
Vanguard Star FDS921909768VG TL INTL STK F5,734$39.1 萬<0.1%−111−1.9%減碼–
PLDPrologis, Inc.REIT3,752$39.4 萬<0.1%+308+8.9%加碼歷史
TECHBIO-TECHNE CorpCOM7,237$39.7 萬<0.1%+1,367+23.3%加碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE9,083$39.8 萬<0.1%00.0%不變–
VMCVulcan Materials COCOM1,470$40.4 萬<0.1%+42+2.9%加碼歷史
LINLinde PLCStock884$40.6 萬<0.1%+149+20.3%加碼歷史
EPDEnterprise Products Partners L.P.Stock13,353$41.0 萬<0.1%−127−0.9%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF8,362$41.4 萬<0.1%+943+12.7%加碼–
NXPINXP Semiconductors N.V.COM1,977$41.5 萬<0.1%+149+8.2%加碼歷史
ARMKAramarkCOM9,775$41.5 萬<0.1%+233+2.4%加碼歷史
AJGArthur J. Gallagher & Co.COM1,468$41.7 萬<0.1%+137+10.3%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,532$42.0 萬<0.1%+577+29.5%加碼–
GSGoldman Sachs Group IncStock593$42.1 萬<0.1%+59+11.0%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,519$42.2 萬<0.1%−236−13.4%減碼–
iShares Core S&P Small Cap ETF464287804ETF3,989$43.3 萬<0.1%+3,989新進–
SNPSSynopsys IncCOM703$43.5 萬<0.1%+43+6.5%加碼歷史
FCXFreeport-McMoran IncStock10,877$43.5 萬<0.1%−101−0.9%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF6,615$43.9 萬<0.1%−1,092−14.2%減碼–
FICOFair Isaac CorpCOM318$43.9 萬<0.1%−42−11.7%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF2,034$44.1 萬<0.1%−439−17.8%減碼–
iShares Russell 2000 ETF464287655ETF2,054$44.1 萬<0.1%+272+15.3%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,887$44.4 萬<0.1%+463+32.5%加碼歷史
iShares Tr464287622RUS 1000 ETF1,312$44.8 萬<0.1%−3,860−74.6%減碼–
ROPRoper Technologies IncStock830$45.0 萬<0.1%−42−4.8%減碼歷史
NOVTNovanta IncCOM3,777$45.4 萬<0.1%+523+16.1%加碼歷史
BPBP PLCADR14,487$46.0 萬<0.1%+99+0.7%加碼歷史
ADPAutomatic Data Processing IncStock1,558$46.8 萬<0.1%−79−4.8%減碼歷史
JCIJohnson Controls International plcStock4,418$47.0 萬<0.1%+48+1.1%加碼歷史
HUBSHubSpot IncCOM956$47.7 萬<0.1%+328+52.2%加碼歷史
SONYSony Group CorpSPONSORED ADR19,620$47.8 萬<0.1%−1,809−8.4%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF3,643$48.4 萬<0.1%−1,320−26.6%減碼–
PNCPNC Financial Services Group, Inc.Stock2,607$48.5 萬<0.1%−315−10.8%減碼歷史
DGXQuest Diagnostics IncCOM2,844$48.6 萬<0.1%+73+2.6%加碼歷史
VERXVertex, Inc.Stock15,050$48.6 萬<0.1%+2,634+21.2%加碼歷史
EMREmerson Electric CoStock3,470$49.2 萬<0.1%+255+7.9%加碼歷史
Schwab US Dividend Equity ETF808524797ETF18,701$49.3 萬<0.1%+18,701新進–
DHRDanaher CorpStock2,513$49.5 萬<0.1%+638+34.0%加碼歷史
VRTXVertex Pharmaceuticals IncStock1,085$50.1 萬<0.1%+148+15.8%加碼歷史
EPAMEPAM Systems, Inc.COM3,332$50.3 萬<0.1%+1,043+45.6%加碼歷史
SOSouthern CoStock5,317$50.5 萬<0.1%+102+2.0%加碼歷史
DUKDuke Energy CORPStock4,113$50.6 萬<0.1%+32+0.8%加碼歷史
ETREntergy CorpCOM5,642$50.6 萬<0.1%+28+0.5%加碼歷史
iShares Tr464287721U.S. TECH ETF2,856$50.6 萬<0.1%+23+0.8%加碼–
PFGCPerformance Food Group CoCOM5,038$50.6 萬<0.1%00.0%不變歷史
Vanguard Morningstar Large-Cap ETF922908637ETF1,799$51.7 萬<0.1%+130+7.8%加碼–
YUMYum Brands IncStock3,585$52.1 萬<0.1%+25+0.7%加碼歷史

2025 年第 1 季之後清倉（18 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

David Loasby 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
iShares Tr46428865310-20 YR TRS ETF8,544$85.0 萬0.1%–
iShares Russell 2000 Growth ETF464287648ETF3,277$77.2 萬0.1%–
ALLAllstate CorpStock3,951$75.4 萬0.1%歷史
CTASCintas CorpStock3,164$64.1 萬0.1%歷史
DFSDiscover Financial ServicesCOM3,512$55.7 萬0.1%歷史
iShares Tr464287374NORTH AMERN NAT11,273$44.3 萬<0.1%–
CDWCDW CorpCOM2,117$31.1 萬<0.1%歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF4,909$23.5 萬<0.1%–
TDGTransDigm Group INCCOM177$23.0 萬<0.1%歷史
EXPDExpeditors International of Washington IncCOM2,088$22.6 萬<0.1%歷史
ELVElevance Health, Inc.Stock512$22.3 萬<0.1%歷史
HUMHumana IncStock717$20.8 萬<0.1%歷史
MOHMolina Healthcare, Inc.COM600$20.6 萬<0.1%歷史
INTCIntel CorpStock10,338$20.6 萬<0.1%歷史
KRKroger CoStock2,995$20.3 萬<0.1%歷史
OTISOtis Worldwide CorpStock2,152$20.3 萬<0.1%歷史
NVONovo Nordisk A SADR3,309$20.3 萬<0.1%歷史
OCCIOFS Credit Company, Inc.COM15,579$9.97 萬<0.1%歷史