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Livermore
Livermore
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Leelyn Smith, LLC

SEC CIK
0001777817
最新申報
2026/7/23

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/5/11 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
375
較 2021 年第 4 季 −25
總值
$3.84 億
較 2021 年第 4 季 +$978.8 萬 (+2.6%)
申報日
2022/5/11
SEC
Leelyn Smith, LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CRLCharles River Laboratories International, Inc.COM276$7.80 萬<0.1%00.0%不變歷史
UPSUnited Parcel Service IncStock371$8.00 萬<0.1%+10+2.8%加碼歷史
IPInternational Paper CoCOM1,724$8.00 萬<0.1%−800−31.7%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF500$8.10 萬<0.1%+14+2.9%加碼–
ABTAbbott LaboratoriesStock715$8.50 萬<0.1%00.0%不變歷史
DHRDanaher CorpStock295$8.70 萬<0.1%00.0%不變歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF811$8.70 萬<0.1%−162−16.6%減碼–
Vanguard Morningstar Growth ETF922908736ETF311$8.90 萬<0.1%−33−9.6%減碼–
ASMLASML Holding NVADR135$9.00 萬<0.1%+20+17.4%加碼歷史
NOCNorthrop Grumman CorpStock203$9.10 萬<0.1%−15−6.9%減碼歷史
LNTAlliant Energy CorpStock1,481$9.30 萬<0.1%00.0%不變歷史
AWKAmerican Water Works Company, Inc.Stock561$9.30 萬<0.1%00.0%不變歷史
ALLYAlly Financial Inc.Stock2,130$9.30 萬<0.1%00.0%不變歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF4,926$9.40 萬<0.1%+666+15.6%加碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,466$9.80 萬<0.1%+7+0.5%加碼–
Vanguard Morningstar Value ETF922908744ETF674$10.0 萬<0.1%−129−16.1%減碼–
HIGHartford Insurance Group, Inc.Stock1,410$10.1 萬<0.1%−230−14.0%減碼歷史
AGRAvangrid, Inc.COM2,225$10.4 萬<0.1%00.0%不變歷史
METMetlife IncStock1,496$10.5 萬<0.1%00.0%不變歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF466$10.6 萬<0.1%+1+0.2%加碼–
EWEdwards Lifesciences CorpStock919$10.8 萬<0.1%−135−12.8%減碼歷史
RTXRTX CorpStock1,110$11.0 萬<0.1%+60+5.7%加碼歷史
ESEversource EnergyStock1,290$11.4 萬<0.1%−250−16.2%減碼歷史
ZTSZoetis Inc.Stock605$11.4 萬<0.1%−210−25.8%減碼歷史
ETREntergy CorpCOM980$11.4 萬<0.1%+150+18.1%加碼歷史
HCAHCA Healthcare, Inc.COM460$11.5 萬<0.1%00.0%不變歷史
CMECME Group Inc.COM485$11.5 萬<0.1%00.0%不變歷史
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL3,631$11.5 萬<0.1%−546−13.1%減碼–
CCICrown Castle Inc.REIT630$11.6 萬<0.1%−90−12.5%減碼歷史
KEYKeycorpCOM5,190$11.6 萬<0.1%−870−14.4%減碼歷史
BKNGBooking Holdings Inc.Stock50$11.7 萬<0.1%−357−87.7%減碼歷史
BCEBce IncCOM NEW2,120$11.8 萬<0.1%00.0%不變歷史
CSCOCisco Systems, Inc.Stock2,140$11.9 萬<0.1%+20+0.9%加碼歷史
MAAMid America Apartment Communities Inc.COM580$12.1 萬<0.1%00.0%不變歷史
WMBWilliams Companies, Inc.COM3,660$12.2 萬<0.1%00.0%不變歷史
DUKDuke Energy CORPStock1,107$12.4 萬<0.1%00.0%不變歷史
BXBlackstone Inc.COM1,000$12.7 萬<0.1%−165−14.2%減碼歷史
FHNFirst Horizon CorpCOM5,440$12.8 萬<0.1%00.0%不變歷史
EMREmerson Electric CoStock1,320$12.9 萬<0.1%+20+1.5%加碼歷史
STTState Street CorpCOM1,492$13.0 萬<0.1%00.0%不變歷史
APDAir Products & Chemicals, Inc.Stock527$13.2 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,137$13.4 萬<0.1%00.0%不變–
FITBFifth Third BancorpCOM3,118$13.4 萬<0.1%−1,240−28.5%減碼歷史
MPCMarathon Petroleum CorpStock1,580$13.5 萬<0.1%00.0%不變歷史
AEPAmerican Electric Power Co IncStock1,360$13.6 萬<0.1%00.0%不變歷史
TMUST-Mobile US, Inc.Stock1,140$14.6 萬<0.1%00.0%不變歷史
NNNNNN REIT, Inc.REIT3,320$14.9 萬<0.1%00.0%不變歷史
TROWPrice T Rowe Group IncStock988$14.9 萬<0.1%00.0%不變歷史
CTASCintas CorpStock352$15.0 萬<0.1%+75+27.1%加碼歷史
SCHWSchwab Charles CorpStock1,807$15.2 萬<0.1%+121+7.2%加碼歷史
PMPhilip Morris International Inc.Stock1,650$15.5 萬<0.1%−50−2.9%減碼歷史
WMWaste Management IncStock1,084$17.2 萬<0.1%+2+0.2%加碼歷史
iShares Tr464288182MSCI AC ASIA ETF2,290$17.2 萬<0.1%−982−30.0%減碼–
TMOThermo Fisher Scientific Inc.Stock295$17.4 萬<0.1%00.0%不變歷史
JPMJPMorgan Chase & CoStock1,289$17.6 萬<0.1%00.0%不變歷史
AFLAflac IncStock2,769$17.8 萬<0.1%+3+0.1%加碼歷史
ADPAutomatic Data Processing IncStock826$18.8 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL4,151$19.0 萬<0.1%+36+0.9%加碼–
WisdomTree Tr97717Y790US EFFIC CORE FD4,961$20.1 萬0.1%+116+2.4%加碼–
COSTCostco Wholesale CorpStock366$21.1 萬0.1%+100+37.6%加碼歷史
SHWSherwin Williams CoCOM843$21.1 萬0.1%00.0%不變歷史
Vanguard Malvern FDS922020805STRM INFPROIDX4,119$21.1 萬0.1%00.0%不變–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF3,355$21.7 萬0.1%00.0%不變–
iShares MSCI USA Quality Factor ETF46432F339ETF1,642$22.1 萬0.1%−73−4.3%減碼–
SPDR Series Trust78464A672ST INTER ETF7,329$22.2 萬0.1%+7,329新進–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,769$23.1 萬0.1%+3,769新進–
PLDPrologis, Inc.REIT1,440$23.3 萬0.1%+274+23.5%加碼歷史
INTCIntel CorpStock4,735$23.5 萬0.1%−282−5.6%減碼歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV2,615$23.7 萬0.1%+2,490+1,992.0%加碼–
ROPRoper Technologies IncStock503$23.8 萬0.1%−64−11.3%減碼歷史
VanEck ETF Trust92189F353EMERGING MRKT HI11,919$24.0 萬0.1%00.0%不變–
GLDSPDR Gold TrustETF1,365$24.7 萬0.1%00.0%不變歷史
iShares S&P 500 Growth ETF464287309ETF3,368$25.7 萬0.1%00.0%不變–
UNHUnitedHealth Group IncStock515$26.3 萬0.1%−7,299−93.4%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,186$26.4 萬0.1%−59−2.6%減碼–
ACNAccenture plcStock785$26.5 萬0.1%+30+4.0%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,004$30.0 萬0.1%00.0%不變–
iShares S&P 500 Value ETF464287408ETF2,066$32.2 萬0.1%00.0%不變–
iShares Tr464288513IBOXX HI YD ETF3,984$32.8 萬0.1%00.0%不變–
HDHome Depot, Inc.Stock1,178$35.3 萬0.1%00.0%不變歷史
First Tr Exchange-Traded Alp33735K108COM SHS4,086$43.6 萬0.1%+231+6.0%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS7,716$45.7 萬0.1%+3,803+97.2%加碼–
NEENextera Energy IncStock5,437$46.1 萬0.1%00.0%不變歷史
First Trust Multi Cap Growth Alphadex Fund33733F101ETF4,125$46.3 萬0.1%+205+5.2%加碼–
First Trust Financials Alphadex Fund33734X135ETF10,324$47.4 萬0.1%+488+5.0%加碼–
TSLATesla, Inc.Stock475$51.2 萬0.1%+40+9.2%加碼歷史
TAT&T Inc.Stock23,578$55.7 萬0.1%−756−3.1%減碼歷史
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX39,194$62.4 萬0.2%+1,142+3.0%加碼–
iShares Russell 2000 ETF464287655ETF3,163$64.9 萬0.2%00.0%不變–
First Tr Exchange-Traded FD33733E807NAT GAS ETF27,338$66.7 萬0.2%+639+2.4%加碼–
Vanguard Consumer Staples ETF92204A207ETF3,532$69.2 萬0.2%00.0%不變–
ATVIActivision Blizzard, Inc.COM8,981$71.9 萬0.2%−113−1.2%減碼歷史
VEEVVeeva Systems IncStock3,642$77.4 萬0.2%+191+5.5%加碼歷史
FTNTFortinet, Inc.Stock2,516$86.0 萬0.2%+2,501+16,673.3%加碼歷史
MCHPMicrochip Technology IncStock12,171$91.5 萬0.2%−48−0.4%減碼歷史
PIMCO ETF Tr72201R874SHTRM MUN BD ACT18,450$92.2 萬0.2%+390+2.2%加碼–
PCTYPaylocity Holding CorpCOM4,551$93.6 萬0.2%+197+4.5%加碼歷史
CRMSalesforce, Inc.Stock4,888$103.8 萬0.3%+92+1.9%加碼歷史
MPWRMonolithic Power Systems, Inc.COM2,226$108.1 萬0.3%+105+5.0%加碼歷史
NOWServiceNow, Inc.Stock1,965$109.4 萬0.3%+10+0.5%加碼歷史

2021 年第 4 季之後清倉（47 檔）

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

Leelyn Smith, LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF211,106$1,046 萬2.8%–
SPDR Ser Tr78468R648S&P KENSHO NEW4,277$25.2 萬0.1%–
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF7,823$15.8 萬<0.1%–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF464$5.10 萬<0.1%–
iShares Tr46434V4070-5YR HI YL CP976$4.40 萬<0.1%–
RIVNRivian Automotive, Inc.Stock405$4.20 萬<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF870$3.70 萬<0.1%–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF500$3.60 萬<0.1%–
BIDUBaidu, Inc.ADR200$3.00 萬<0.1%歷史
SYFSynchrony FinancialCOM415$1.90 萬<0.1%歷史
IRMIron Mountain IncCOM224$1.20 萬<0.1%歷史
Royal Dutch Shell PLC780259206SPONS ADR A272$1.20 萬<0.1%–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF174$1.10 萬<0.1%–
Invesco S&P 500 Quality ETF46137V241ETF214$1.10 萬<0.1%–
Schwab US Tips ETF808524870ETF156$1.00 萬<0.1%–
ETF Ser Solutions26922A321DISTILLATE US189$9,000<0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF37$8,000<0.1%–
iShares Tr4642886613 7 YR TREAS BD47$6,000<0.1%–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX65$6,000<0.1%–
GEGeneral Electric CoStock52$5,000<0.1%歷史
SPDR Index Shs FDS78463X400SP CHINA ETF52$5,000<0.1%–
Janus Detroit STR Tr47103U852HENDERSON MTG94$5,000<0.1%–
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH19$4,000<0.1%–
iShares Inc46434G855MSCI GBL GOLD MN131$4,000<0.1%–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD45$4,000<0.1%–
iShares Tr464288638ISHS 5-10YR INVT62$4,000<0.1%–
iShares Tr46435U853BROAD USD HIGH90$4,000<0.1%–
Petrochina Co Ltd71646E100SPONSORED ADR100$4,000<0.1%–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD188$3,000<0.1%–
Franklin Templeton ETF Tr35473P678FTSE UNTD KGDM100$3,000<0.1%–
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW63$3,000<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS181$3,000<0.1%歷史
iShares Core S&P U.S. Growth ETF464287671ETF18$2,000<0.1%–
iShares Inc464286608MSCI EURZONE ETF43$2,000<0.1%–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN40$2,000<0.1%–
iShares Tr464288281JPMORGAN USD EMG11$1,000<0.1%–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW20$1,000<0.1%–
iShares Tr464287556ISHARES BIOTECH8$1,000<0.1%–
SLVMSylvamo CorpCOMMON STOCK47$1,000<0.1%歷史
FMBIFirst Midwest Bancorp IncCOM72$1,000<0.1%歷史
KDKyndryl Holdings, Inc.Stock9$00.0%歷史
Apple Inc037833900CALL1$00.0%–
Boeing Co097023905COM1$00.0%–
Fiserv Inc337738908CALL1$00.0%–
Visa Inc92826C909CALL1$00.0%–
Walmart Inc931142903CALL1$00.0%–
Medtronic PLCG5960L903CALL1$00.0%–