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Livermore
Livermore
中文EN

David Loasby

SEC CIK
0001775863
最新申報
2026/2/13

2025 年第 3 季持倉

持倉截至 2025/9/30，2025/11/13 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
415
較 2025 年第 2 季 +8
總值
$12.9 億
較 2025 年第 2 季 +$1.10 億 (+9.4%)
申報日
2025/11/13
SEC
David Loasby 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr464287630RUS 2000 VAL ETF1,704$30.3 萬<0.1%−84−4.7%減碼–
AMCRAmcor plcORD39,571$31.5 萬<0.1%+39,571新進歷史
ECLEcolab Inc.Stock1,131$31.6 萬<0.1%+10+0.9%加碼歷史
KMIKinder Morgan, Inc.Stock11,417$32.0 萬<0.1%+758+7.1%加碼歷史
PHParker-Hannifin CorpStock434$32.6 萬<0.1%−47−9.8%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM5,742$32.7 萬<0.1%+452+8.5%加碼–
DGXQuest Diagnostics IncCOM1,796$32.7 萬<0.1%−1,048−36.8%減碼歷史
AMPAmeriprise Financial IncCOM662$33.0 萬<0.1%+38+6.1%加碼歷史
Vanguard S&P 500 Value ETF921932703ETF1,642$33.0 萬<0.1%00.0%不變–
HEI.AHeico CorpCL A1,320$33.0 萬<0.1%−25−1.9%減碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN8,598$33.0 萬<0.1%00.0%不變歷史
Vanguard Information Technology ETF92204A702ETF440$33.2 萬<0.1%+440新進–
USBUS Bancorp DECOM NEW7,062$33.5 萬<0.1%+54+0.8%加碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,035$33.6 萬<0.1%00.0%不變歷史
CSLCarlisle Companies IncCOM1,037$33.7 萬<0.1%+35+3.5%加碼歷史
VRSKVerisk Analytics, Inc.COM1,377$33.9 萬<0.1%+47+3.5%加碼歷史
OXLCOxford Lane Capital Corp.COM20,383$34.2 萬<0.1%+20,383新進歷史
OXLCOxford Lane Capital Corp.COM20,383$34.2 萬<0.1%+20,383新進歷史
iShares Tr464287234MSCI EMG MKT ETF6,332$34.2 萬<0.1%+1,005+18.9%加碼–
VRTXVertex Pharmaceuticals IncStock835$34.3 萬<0.1%−250−23.0%減碼歷史
TMUST-Mobile US, Inc.Stock1,512$34.4 萬<0.1%+86+6.0%加碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF10,978$34.6 萬<0.1%00.0%不變–
CMECME Group Inc.COM1,317$34.7 萬<0.1%+9+0.7%加碼歷史
IDXXIDEXX Laboratories IncCOM554$34.8 萬<0.1%00.0%不變歷史
iShares Tr464289875CORE 40 MODE ETF7,339$34.9 萬<0.1%−375−4.9%減碼–
OSBCOld Second Bancorp IncCOM20,210$34.9 萬<0.1%00.0%不變歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,673$34.9 萬<0.1%+1+0.1%加碼–
iShares Tr464289867CORE 60 BALA ETF5,426$34.9 萬<0.1%−350−6.1%減碼–
APPAppLovin CorpCOM CL A553$34.9 萬<0.1%+553新進歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,881$35.0 萬<0.1%+3+0.1%加碼–
ZBHZimmer Biomet Holdings, Inc.Stock3,535$35.0 萬<0.1%−183−4.9%減碼歷史
QCOMQualcomm IncStock2,119$35.1 萬<0.1%+20+1.0%加碼歷史
DDOGDatadog, Inc.CL A COM2,272$35.1 萬<0.1%+208+10.1%加碼歷史
LNTAlliant Energy CorpStock5,175$35.2 萬<0.1%+61+1.2%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,235$35.3 萬<0.1%+205+19.9%加碼–
FASTFastenal CoStock7,459$35.4 萬<0.1%−803−9.7%減碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF7,844$35.4 萬<0.1%−273−3.4%減碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,046$35.7 萬<0.1%−486−19.2%減碼–
MDTMedtronic plcStock3,669$36.1 萬<0.1%+224+6.5%加碼歷史
AEPAmerican Electric Power Co IncStock3,054$36.1 萬<0.1%+77+2.6%加碼歷史
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM22,997$36.2 萬<0.1%−637−2.7%減碼歷史
INTCIntel CorpStock9,790$36.4 萬<0.1%+9,790新進歷史
CBChubb LtdStock1,269$36.7 萬<0.1%−152−10.7%減碼歷史
EPAMEPAM Systems, Inc.COM2,459$36.9 萬<0.1%−873−26.2%減碼歷史
ARMKAramarkCOM9,674$37.1 萬<0.1%−101−1.0%減碼歷史
TPRTapestry, Inc.COM3,254$37.5 萬<0.1%+295+10.0%加碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF2,711$37.9 萬<0.1%00.0%不變–
MMM3M CoStock2,474$38.4 萬<0.1%+20+0.8%加碼歷史
SYYSysco CorpStock4,839$38.7 萬<0.1%+1,485+44.3%加碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM4,332$39.0 萬<0.1%+4,332新進歷史
METMetlife IncStock4,719$39.1 萬<0.1%+190+4.2%加碼歷史
SPOTSpotify Technology S.A.Stock575$39.1 萬<0.1%+58+11.2%加碼歷史
SHWSherwin Williams CoCOM1,166$39.3 萬<0.1%+63+5.7%加碼歷史
CERTCertara, Inc.COM30,608$39.6 萬<0.1%+2,100+7.4%加碼歷史
CICigna GroupStock1,298$39.9 萬<0.1%+224+20.9%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF920$40.1 萬<0.1%+357+63.4%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF5,566$40.2 萬<0.1%−1,049−15.9%減碼–
WTMWhite Mountains Insurance Group LtdCOM213$40.6 萬<0.1%+213新進歷史
NOVTNovanta IncCOM4,046$40.9 萬<0.1%+269+7.1%加碼歷史
FCXFreeport-McMoran IncStock10,064$40.9 萬<0.1%−813−7.5%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock848$41.1 萬<0.1%+137+19.3%加碼歷史
BNYBank of New York Mellon CorpStock3,857$41.2 萬<0.1%+4+0.1%加碼歷史
DDDuPont de Nemours, Inc.COM5,240$41.3 萬<0.1%+186+3.7%加碼歷史
GSGoldman Sachs Group IncStock525$41.5 萬<0.1%−68−11.5%減碼歷史
ROPRoper Technologies IncStock812$41.5 萬<0.1%−18−2.2%減碼歷史
SLViShares Silver TrustETF9,561$41.5 萬<0.1%+1,042+12.2%加碼歷史
ONTOOnto Innovation Inc.COM3,091$41.8 萬<0.1%+160+5.5%加碼歷史
BIIBBiogen Inc.COM2,803$42.7 萬<0.1%−35−1.2%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE9,083$43.1 萬<0.1%00.0%不變–
Vanguard Consumer Staples ETF92204A207ETF2,034$43.3 萬<0.1%00.0%不變–
LINLinde PLCStock924$43.5 萬<0.1%+40+4.5%加碼歷史
NXPINXP Semiconductors N.V.COM1,982$43.5 萬<0.1%+5+0.3%加碼歷史
URIUnited Rentals, Inc.COM441$43.6 萬<0.1%+3+0.7%加碼歷史
PLDPrologis, Inc.REIT3,773$43.8 萬<0.1%+21+0.6%加碼歷史
JCIJohnson Controls International plcStock4,127$44.7 萬<0.1%−291−6.6%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,514$45.6 萬<0.1%−5−0.3%減碼–
TECHBIO-TECHNE CorpCOM7,713$45.7 萬<0.1%+476+6.6%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF3,895$46.1 萬<0.1%−94−2.4%減碼–
EPDEnterprise Products Partners L.P.Stock14,620$46.4 萬<0.1%+1,267+9.5%加碼歷史
HUBSHubSpot IncCOM1,036$46.7 萬<0.1%+80+8.4%加碼歷史
VERXVertex, Inc.Stock18,831$46.7 萬<0.1%+3,781+25.1%加碼歷史
CMICummins IncStock1,084$47.1 萬<0.1%+4+0.4%加碼歷史
iShares Tr464287622RUS 1000 ETF1,282$47.1 萬<0.1%−30−2.3%減碼–
VMCVulcan Materials COCOM1,570$47.2 萬<0.1%+100+6.8%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF8,755$47.9 萬<0.1%+393+4.7%加碼–
AJGArthur J. Gallagher & Co.COM1,564$48.5 萬<0.1%+96+6.5%加碼歷史
TREXTrex Co IncCOM9,276$48.8 萬<0.1%+478+5.4%加碼歷史
YUMYum Brands IncStock3,374$49.5 萬<0.1%−211−5.9%減碼歷史
WMWaste Management IncStock2,312$50.3 萬<0.1%−30−1.3%減碼歷史
BPBP PLCADR14,441$50.5 萬<0.1%−46−0.3%減碼歷史
PNCPNC Financial Services Group, Inc.Stock2,609$50.6 萬<0.1%+2+0.1%加碼歷史
EMREmerson Electric CoStock3,850$50.6 萬<0.1%+380+11.0%加碼歷史
PFGCPerformance Food Group CoCOM5,038$50.8 萬<0.1%00.0%不變歷史
SOSouthern CoStock5,294$51.0 萬<0.1%−23−0.4%減碼歷史
ADPAutomatic Data Processing IncStock1,748$51.2 萬<0.1%+190+12.2%加碼歷史
IBITiShares Bitcoin Trust ETFETF7,422$51.3 萬<0.1%+1,736+30.5%加碼歷史
Schwab US Dividend Equity ETF808524797ETF18,905$51.6 萬<0.1%+204+1.1%加碼–
DUKDuke Energy CORPStock4,170$52.4 萬<0.1%+57+1.4%加碼歷史
SONYSony Group CorpSPONSORED ADR17,657$52.5 萬<0.1%−1,963−10.0%減碼歷史
ISRGIntuitive Surgical IncCOM NEW1,194$52.6 萬<0.1%+14+1.2%加碼歷史

2025 年第 2 季之後清倉（39 檔）

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

David Loasby 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
SNPSSynopsys IncCOM703$43.5 萬<0.1%歷史
LECOLincoln Electric Holdings IncCOM1,487$35.9 萬<0.1%歷史
SKXSkechers USA IncCL A5,585$35.2 萬<0.1%歷史
PKGPackaging Corp of AmericaStock1,756$33.6 萬<0.1%歷史
PNWPinnacle West Capital CorpCOM3,349$30.4 萬<0.1%歷史
CBOECboe Global Markets, Inc.COM1,193$29.6 萬<0.1%歷史
PBProsperity Bancshares IncCOM4,458$29.4 萬<0.1%歷史
ODFLOld Dominion Freight Line, Inc.COM2,023$28.7 萬<0.1%歷史
LFUSLittelfuse IncCOM1,087$27.3 萬<0.1%歷史
RGAReinsurance Group of America IncCOM NEW1,504$26.7 萬<0.1%歷史
GNTXGentex CorpCOM10,113$26.6 萬<0.1%歷史
BWABorgwarner IncCOM7,052$26.5 萬<0.1%歷史
NNNNNN REIT, Inc.REIT6,274$26.4 萬<0.1%歷史
BOKFBok Financial CorpCOM NEW2,544$25.1 萬<0.1%歷史
ALGNAlign Technology IncCOM1,826$24.9 萬<0.1%歷史
WBSWebster Financial CorpCOM4,381$24.5 萬<0.1%歷史
ATOAtmos Energy CorpCOM1,542$24.0 萬<0.1%歷史
iShares Select Dividend ETF464287168ETF1,772$23.7 萬<0.1%–
SRADSportradar Group AGCLASS A ORD SHS7,960$23.5 萬<0.1%歷史
WSCWillScot Holdings CorpCOM CL A9,140$23.2 萬<0.1%歷史
IPGPIpg Photonics CorpCOM3,023$22.7 萬<0.1%歷史
FNFFidelity National Financial, Inc.COM SHS4,012$22.7 萬<0.1%歷史
PHRPhreesia, Inc.COM8,453$22.3 萬<0.1%歷史
HLTHilton Worldwide Holdings Inc.COM843$22.0 萬<0.1%歷史
NVTnVent Electric plcSHS2,431$21.8 萬<0.1%歷史
DINOHF Sinclair CorpCOM5,154$21.8 萬<0.1%歷史
EEFTEuronet Worldwide, Inc.COM2,324$21.8 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW3,538$21.4 萬<0.1%歷史
ABNBAirbnb, Inc.Stock1,635$20.9 萬<0.1%歷史
DOXAmdocs LtdSHS2,474$20.9 萬<0.1%歷史
DXCMDexcom IncCOM2,634$20.9 萬<0.1%歷史
COLDAmericold Realty TrustCOM13,259$20.8 萬<0.1%歷史
PEGPublic Service Enterprise Group IncCOM2,339$20.8 萬<0.1%歷史
KMXCarMax IncCOM3,624$20.3 萬<0.1%歷史
WTRGEssential Utilities, Inc.COM5,300$20.2 萬<0.1%歷史
TTCToro CoCOM2,764$20.2 萬<0.1%歷史
MKTXMarketaxess Holdings IncCOM970$20.2 萬<0.1%歷史
TTDTrade Desk, Inc.Stock2,328$20.0 萬<0.1%歷史
ACVAACV Auctions Inc.COM CL A13,710$18.5 萬<0.1%歷史