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Livermore
Livermore
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Leelyn Smith, LLC

SEC CIK
0001777817
最新申報
2026/7/23

2021 年第 4 季持倉

持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
400
較 2021 年第 3 季 +33
總值
$3.74 億
較 2021 年第 3 季 +$2,853 萬 (+8.3%)
申報日
2022/2/14
SEC
Leelyn Smith, LLC 在 2021 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
TJXTJX Companies IncStock652$4.90 萬<0.1%00.0%不變歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN590$5.00 萬<0.1%00.0%不變歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF464$5.10 萬<0.1%−3−0.6%減碼–
ADMArcher-Daniels-Midland CoStock748$5.10 萬<0.1%+3+0.4%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF174$5.30 萬<0.1%00.0%不變–
EQIXEquinix IncCOM64$5.40 萬<0.1%00.0%不變歷史
CINFCincinnati Financial CorpCOM480$5.50 萬<0.1%00.0%不變歷史
EDConsolidated Edison IncStock681$5.80 萬<0.1%00.0%不變歷史
PTLOPortillo's Inc.COM CL A1,599$6.00 萬<0.1%+1,599新進歷史
EXPEExpedia Group, Inc.Stock356$6.40 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V316S&P500 EQL MAT370$6.70 萬<0.1%00.0%不變–
XELXcel Energy IncStock1,080$7.30 萬<0.1%−180−14.3%減碼歷史
IPGInterpublic Group of Companies, Inc.COM1,960$7.30 萬<0.1%00.0%不變歷史
First Trust Dow Jones Internet Index Fund33733E302ETF335$7.60 萬<0.1%00.0%不變–
NWLNewell Brands Inc.Stock3,470$7.60 萬<0.1%00.0%不變歷史
TRUTransUnionCOM645$7.60 萬<0.1%00.0%不變歷史
UPSUnited Parcel Service IncStock361$7.70 萬<0.1%−35−8.8%減碼歷史
EAElectronic Arts Inc.COM582$7.70 萬<0.1%−45−7.2%減碼歷史
SPGIS&P Global Inc.Stock165$7.80 萬<0.1%00.0%不變歷史
SONSonoco Products CoCOM1,360$7.90 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW1,387$8.10 萬<0.1%00.0%不變–
Vanguard Dividend Appreciation ETF921908844ETF486$8.30 萬<0.1%+1+0.2%加碼–
NOCNorthrop Grumman CorpStock218$8.40 萬<0.1%00.0%不變歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF4,260$8.70 萬<0.1%00.0%不變–
FHNFirst Horizon CorpCOM5,440$8.90 萬<0.1%00.0%不變歷史
RTXRTX CorpStock1,050$9.00 萬<0.1%−263−20.0%減碼歷史
LNTAlliant Energy CorpStock1,481$9.10 萬<0.1%00.0%不變歷史
ASMLASML Holding NVADR115$9.20 萬<0.1%00.0%不變歷史
METMetlife IncStock1,496$9.30 萬<0.1%00.0%不變歷史
ETREntergy CorpCOM830$9.30 萬<0.1%00.0%不變歷史
iShares Tr464288588MBS ETF875$9.40 萬<0.1%+6+0.7%加碼–
WMBWilliams Companies, Inc.COM3,660$9.50 萬<0.1%00.0%不變歷史
DHRDanaher CorpStock295$9.70 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,459$10.0 萬<0.1%+7+0.5%加碼–
MPCMarathon Petroleum CorpStock1,580$10.1 萬<0.1%00.0%不變歷史
ABTAbbott LaboratoriesStock715$10.1 萬<0.1%00.0%不變歷史
ALLYAlly Financial Inc.Stock2,130$10.1 萬<0.1%00.0%不變歷史
COPConocoPhillipsStock1,441$10.4 萬<0.1%00.0%不變歷史
CRLCharles River Laboratories International, Inc.COM276$10.4 萬<0.1%00.0%不變歷史
AWKAmerican Water Works Company, Inc.Stock561$10.6 萬<0.1%00.0%不變歷史
iShares Tr4642874571 3 YR TREAS BD1,252$10.7 萬<0.1%−321−20.4%減碼–
Vanguard Morningstar Growth ETF922908736ETF344$11.0 萬<0.1%−9−2.5%減碼–
BCEBce IncCOM NEW2,120$11.0 萬<0.1%00.0%不變歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF973$11.1 萬<0.1%+137+16.4%加碼–
CMECME Group Inc.COM485$11.1 萬<0.1%−110−18.5%減碼歷史
AGRAvangrid, Inc.COM2,225$11.1 萬<0.1%00.0%不變歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF465$11.2 萬<0.1%+305+190.6%加碼–
HIGHartford Insurance Group, Inc.Stock1,640$11.3 萬<0.1%−530−24.4%減碼歷史
DUKDuke Energy CORPStock1,107$11.6 萬<0.1%00.0%不變歷史
Vanguard Morningstar Value ETF922908744ETF803$11.8 萬<0.1%−16−2.0%減碼–
HCAHCA Healthcare, Inc.COM460$11.8 萬<0.1%00.0%不變歷史
IPInternational Paper CoCOM2,524$11.9 萬<0.1%00.0%不變歷史
AONAon plcCL A400$12.0 萬<0.1%+400新進歷史
EMREmerson Electric CoStock1,300$12.1 萬<0.1%00.0%不變歷史
AEPAmerican Electric Power Co IncStock1,360$12.1 萬<0.1%00.0%不變歷史
CTASCintas CorpStock277$12.3 萬<0.1%00.0%不變歷史
TMUST-Mobile US, Inc.Stock1,140$13.2 萬<0.1%00.0%不變歷史
MAAMid America Apartment Communities Inc.COM580$13.3 萬<0.1%00.0%不變歷史
CSCOCisco Systems, Inc.Stock2,120$13.4 萬<0.1%−37−1.7%減碼歷史
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL4,177$13.4 萬<0.1%+196+4.9%加碼–
EWEdwards Lifesciences CorpStock1,054$13.7 萬<0.1%−50−4.5%減碼歷史
STTState Street CorpCOM1,492$13.9 萬<0.1%00.0%不變歷史
ESEversource EnergyStock1,540$14.0 萬<0.1%00.0%不變歷史
KEYKeycorpCOM6,060$14.0 萬<0.1%00.0%不變歷史
NXPINXP Semiconductors N.V.COM620$14.1 萬<0.1%00.0%不變歷史
SCHWSchwab Charles CorpStock1,686$14.2 萬<0.1%−160−8.7%減碼歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,137$14.2 萬<0.1%00.0%不變–
BLKBlackRock, Inc.COM155$14.2 萬<0.1%−13−7.7%減碼歷史
QCOMQualcomm IncStock810$14.8 萬<0.1%−210−20.6%減碼歷史
CCICrown Castle Inc.REIT720$15.0 萬<0.1%−53−6.9%減碼歷史
COSTCostco Wholesale CorpStock266$15.1 萬<0.1%00.0%不變歷史
BXBlackstone Inc.COM1,165$15.1 萬<0.1%00.0%不變歷史
METAMeta Platforms, Inc.Stock451$15.2 萬<0.1%−30−6.2%減碼歷史
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF7,823$15.8 萬<0.1%00.0%不變–
APDAir Products & Chemicals, Inc.Stock527$16.0 萬<0.1%00.0%不變歷史
NNNNNN REIT, Inc.REIT3,320$16.0 萬<0.1%00.0%不變歷史
AFLAflac IncStock2,766$16.1 萬<0.1%−51−1.8%減碼歷史
PMPhilip Morris International Inc.Stock1,700$16.2 萬<0.1%00.0%不變歷史
WMWaste Management IncStock1,082$18.1 萬<0.1%−120−10.0%減碼歷史
FITBFifth Third BancorpCOM4,358$19.0 萬0.1%+400+10.1%加碼歷史
TROWPrice T Rowe Group IncStock988$19.4 萬0.1%−24−2.4%減碼歷史
PLDPrologis, Inc.REIT1,166$19.6 萬0.1%+1,166新進歷史
TMOThermo Fisher Scientific Inc.Stock295$19.7 萬0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL4,115$19.7 萬0.1%−32−0.8%減碼–
ZTSZoetis Inc.Stock815$19.9 萬0.1%00.0%不變歷史
ADPAutomatic Data Processing IncStock826$20.4 萬0.1%−70−7.8%減碼歷史
JPMJPMorgan Chase & CoStock1,289$20.4 萬0.1%−25−1.9%減碼歷史
PAYXPaychex IncStock1,522$20.8 萬0.1%00.0%不變歷史
Vanguard Malvern FDS922020805STRM INFPROIDX4,119$21.2 萬0.1%00.0%不變–
WisdomTree Tr97717Y790US EFFIC CORE FD4,845$21.5 萬0.1%+4,845新進–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF3,355$22.8 萬0.1%−190−5.4%減碼–
GLDSPDR Gold TrustETF1,365$23.3 萬0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS3,913$23.8 萬0.1%00.0%不變–
iShares MSCI USA Quality Factor ETF46432F339ETF1,715$25.0 萬0.1%+2+0.1%加碼–
SPDR Ser Tr78468R648S&P KENSHO NEW4,277$25.2 萬0.1%+4,277新進–
INTCIntel CorpStock5,017$25.8 萬0.1%+68+1.4%加碼歷史
VanEck ETF Trust92189F353EMERGING MRKT HI11,919$26.7 萬0.1%+11,919新進–
iShares Tr464288182MSCI AC ASIA ETF3,272$27.1 萬0.1%+1,281+64.3%加碼–
ROPRoper Technologies IncStock567$27.9 萬0.1%00.0%不變歷史
iShares S&P 500 Growth ETF464287309ETF3,368$28.2 萬0.1%00.0%不變–

2021 年第 3 季之後清倉（27 檔）

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

Leelyn Smith, LLC 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF2,795$44.1 萬0.1%–
First Tr Exchange-Traded FD33733B100WTR ETF5,138$43.7 萬0.1%–
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE7,368$43.6 萬0.1%–
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP2,428$17.4 萬0.1%–
First Tr Exchange Traded FD33733A102CHINDIA ETF2,942$14.9 萬<0.1%–
ITWIllinois Tool Works IncStock345$7.10 萬<0.1%歷史
Invesco Capital Market46145H101ETF2,171$2.50 萬<0.1%–
iShares Tr464287150CORE S&P TTL STK176$1.70 萬<0.1%–
TFCTruist Financial CorpCOM250$1.50 萬<0.1%歷史
PNCPNC Financial Services Group, Inc.Stock72$1.40 萬<0.1%歷史
EMNEastman Chemical CoStock104$1.00 萬<0.1%歷史
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL71$8,000<0.1%–
First Tr Exchange-Traded FD33734X176TECH ALPHADEX69$8,000<0.1%–
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH110$8,000<0.1%–
AEEAmeren CorpCOM100$8,000<0.1%歷史
BNTXBioNTech SESPONSORED ADS30$8,000<0.1%歷史
ROKRockwell Automation, IncStock25$7,000<0.1%歷史
AZNAstraZeneca PLCSPONSORED ADR117$7,000<0.1%歷史
UNPUnion Pacific CorpStock30$6,000<0.1%歷史
GRMNGarmin LtdSHS39$6,000<0.1%歷史
BYNDBeyond Meat, Inc.COM60$6,000<0.1%歷史
BACBank of America CorpStock100$4,000<0.1%歷史
BABAAlibaba Group Holding LtdADR6$1,000<0.1%歷史
VTRSViatris IncStock24$00.0%歷史
BMRABiomerica IncCOM NEW100$00.0%歷史
XONEExOne CoCOM5$00.0%歷史
INOInovio Pharmaceuticals, Inc.COM NEW8$00.0%歷史