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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 4 季持倉

持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
460
較 2022 年第 3 季 −33
總值
$3.64 億
較 2022 年第 3 季 +$7,455 萬 (+25.7%)
申報日
2023/2/10
SEC
Leelyn Smith, LLC 在 2022 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
EQIXEquinix IncCOM9$5,895<0.1%−6−40.0%減碼歷史
PAYXPaychex IncStock52$5,976<0.1%−178−77.4%減碼歷史
NWLNewell Brands Inc.Stock460$6,017<0.1%−1,820−79.8%減碼歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF121$6,117<0.1%+121新進–
iShares Inc46434G863ESG AWR MSCI EM208$6,255<0.1%00.0%不變–
State Street Energy Select Sector SPDR ETF81369Y506ETF72$6,298<0.1%00.0%不變–
CSXCSX CorpStock204$6,320<0.1%00.0%不變歷史
WFCWells Fargo & CompanyStock157$6,483<0.1%+150+2,142.9%加碼歷史
iShares Tr46434V860TRS FLT RT BD129$6,503<0.1%00.0%不變–
KHCKraft Heinz CoStock161$6,554<0.1%00.0%不變歷史
NVSNovartis AGADR73$6,623<0.1%00.0%不變歷史
FISVFiserv IncStock67$6,772<0.1%00.0%不變歷史
OHIOmega Healthcare Investors IncCOM245$6,848<0.1%00.0%不變歷史
Nuveen PFD & Incm Securties67072C105COM1,025$6,970<0.1%+1,025新進–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF252$7,104<0.1%00.0%不變–
Schwab U.S. Large-Cap Value ETF808524409ETF108$7,130<0.1%00.0%不變–
RIVNRivian Automotive, Inc.Stock405$7,464<0.1%00.0%不變歷史
Paramount Global92556H206CL B912$7,706<0.1%+456+100.0%加碼–
CBRLCracker Barrel Old Country Store, IncCOM82$7,769<0.1%00.0%不變歷史
TTDTrade Desk, Inc.Stock179$8,025<0.1%−1−0.6%減碼歷史
CMCanadian Imperial Bank of CommerceCOM200$8,090<0.1%00.0%不變歷史
ECLEcolab Inc.Stock56$8,151<0.1%00.0%不變歷史
iShares Tr46428865310-20 YR TRS ETF76$8,222<0.1%00.0%不變–
iShares Inc464286533MSCI EMERG MRKT156$8,276<0.1%00.0%不變–
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH397$8,349<0.1%00.0%不變–
BEAMBeam Therapeutics Inc.COM215$8,409<0.1%00.0%不變歷史
SPTSprout Social, Inc.COM CL A150$8,469<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF775$8,665<0.1%+775新進–
NTRNutrien Ltd.COM120$8,764<0.1%00.0%不變歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF45$9,024<0.1%−1−2.2%減碼–
CLXClorox CoStock65$9,057<0.1%+1+1.6%加碼歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF194$9,068<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN118$9,251<0.1%00.0%不變–
TTTrane Technologies plcSHS105$9,252<0.1%+55+110.0%加碼歷史
DNPDNP Select Income Fund IncCOM827$9,304<0.1%00.0%不變歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF133$9,377<0.1%+133新進–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI419$9,612<0.1%+419新進–
BIIBBiogen Inc.COM35$9,692<0.1%−78−69.0%減碼歷史
iShares Tr464288414NATIONAL MUN ETF92$9,708<0.1%+88+2,200.0%加碼–
iShares Tr46434V696CORE MSCI PAC182$9,768<0.1%+5+2.8%加碼–
TOLToll Brothers, Inc.COM200$9,984<0.1%00.0%不變歷史
HPEHewlett Packard Enterprise CoCOM632$1.01 萬<0.1%00.0%不變歷史
ULUnilever PLCSPON ADR NEW201$1.01 萬<0.1%+1+0.5%加碼歷史
SANBanco Santander, S.A.ADR3,477$1.03 萬<0.1%00.0%不變歷史
XELXcel Energy IncStock580$1.05 萬<0.1%+150+34.9%加碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK333$1.06 萬<0.1%00.0%不變歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF116$1.06 萬<0.1%00.0%不變–
EOTEaton Vance National Municipal Opportunities TrustCOM SHS650$1.07 萬<0.1%00.0%不變歷史
CTRACoterra Energy Inc.Stock440$1.08 萬<0.1%−305−40.9%減碼歷史
SPDR Series Trust78468R721STATE STREET SPD239$1.09 萬<0.1%+154+181.2%加碼–
DOWDow Inc.Stock217$1.09 萬<0.1%−61−21.9%減碼歷史
FCXFreeport-McMoran IncStock300$1.14 萬<0.1%00.0%不變歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF118$1.19 萬<0.1%00.0%不變–
iShares Tr464288273EAFE SML CP ETF212$1.20 萬<0.1%00.0%不變–
COPConocoPhillipsStock102$1.20 萬<0.1%00.0%不變歷史
BKNGBooking Holdings Inc.Stock6$1.21 萬<0.1%00.0%不變歷史
PXDPioneer Natural Resources CoCOM54$1.23 萬<0.1%+29+116.0%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF92$1.25 萬<0.1%+67+268.0%加碼–
IPGInterpublic Group of Companies, Inc.COM380$1.27 萬<0.1%−840−68.9%減碼歷史
TRUTransUnionCOM225$1.28 萬<0.1%+175+350.0%加碼歷史
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD463$1.29 萬<0.1%+463新進歷史
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF166$1.31 萬<0.1%−2−1.2%減碼–
TGTTarget CorpStock89$1.32 萬<0.1%00.0%不變歷史
BALLBALL CorpCOM258$1.32 萬<0.1%+151+141.1%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF179$1.33 萬<0.1%+100+126.6%加碼–
SLViShares Silver TrustETF610$1.34 萬<0.1%+610新進歷史
Innovator ETFs Trust45782C433US EQTY BUFR FEB450$1.35 萬<0.1%+450新進–
DOVDOVER CorpCOM100$1.35 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R739ST NUVE TERM ETF289$1.36 萬<0.1%+289新進–
IPInternational Paper CoCOM410$1.42 萬<0.1%−1,050−71.9%減碼歷史
PBAPembina Pipeline CorpCOM425$1.44 萬<0.1%00.0%不變歷史
CRSPCRISPR Therapeutics AGNAMEN AKT714$1.45 萬<0.1%+357+100.0%加碼歷史
SYKStryker CorpStock60$1.46 萬<0.1%−91−60.3%減碼歷史
DLTRDollar Tree, Inc.COM105$1.49 萬<0.1%00.0%不變歷史
iShares Tips Bond ETF464287176ETF143$1.52 萬<0.1%00.0%不變–
iShares Tr464287630RUS 2000 VAL ETF111$1.54 萬<0.1%00.0%不變–
iShares Tr46435G474FALN ANGLS USD627$1.54 萬<0.1%00.0%不變–
DHRDanaher CorpStock60$1.59 萬<0.1%−105−63.6%減碼歷史
JBGSJBG Smith PropertiesCOM844$1.60 萬<0.1%−900−51.6%減碼歷史
CINFCincinnati Financial CorpCOM160$1.64 萬<0.1%−80−33.3%減碼歷史
ESEversource EnergyStock200$1.68 萬<0.1%−740−78.7%減碼歷史
iShares Tr464288687PFD AND INCM SEC550$1.68 萬<0.1%+9+1.7%加碼–
ARCCAres Capital CorpCEF910$1.68 萬<0.1%−450−33.1%減碼歷史
iShares U.S. Medical Devices ETF464288810ETF322$1.69 萬<0.1%+117+57.1%加碼–
HPQHP IncStock632$1.70 萬<0.1%00.0%不變歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD695$1.70 萬<0.1%+235+51.1%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF372$1.72 萬<0.1%00.0%不變–
First Trust Rising Dividend Achievers ETF33738R506ETF393$1.73 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C508US EQTY PWR BUF550$1.73 萬<0.1%+450+450.0%加碼–
SPDR Series Trust78464A201ST STR SP600GRWO242$1.75 萬<0.1%00.0%不變–
EOGEOG Resources IncStock137$1.77 萬<0.1%−313−69.6%減碼歷史
Amplify Blockchain Technology ETF032108607ETF1,174$1.78 萬<0.1%+516+78.4%加碼–
Vanguard Dividend Appreciation ETF921908844ETF117$1.78 萬<0.1%00.0%不變–
NNNNNN REIT, Inc.REIT390$1.78 萬<0.1%−210−35.0%減碼歷史
iShares Tr46429B333GNMA BOND ETF415$1.81 萬<0.1%+415新進–
First Trust Multi Cap Growth Alphadex Fund33733F101ETF195$1.85 萬<0.1%00.0%不變–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP551$1.88 萬<0.1%00.0%不變–
METAMeta Platforms, Inc.Stock160$1.93 萬<0.1%+65+68.4%加碼歷史
ARK Innovation ETF00214Q104ETF618$1.93 萬<0.1%+96+18.4%加碼–
RTXRTX CorpStock192$1.94 萬<0.1%00.0%不變歷史

2022 年第 3 季之後清倉（59 檔）

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

Leelyn Smith, LLC 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
First Tr Exchange-Traded Alp33733C108SHS ISSUED FRST7,369$44.8 萬0.2%–
First Tr Exchange-Traded FD33734X184UTILITIES ALPH13,652$41.7 萬0.1%–
LNTAlliant Energy CorpStock1,481$7.80 萬<0.1%歷史
NXPNuveen Select Tax Free Income PortfolioSH BEN INT1,890$2.50 萬<0.1%歷史
EIMEaton Vance Municipal Bond FundCOM1,784$1.70 萬<0.1%歷史
iShares Tr4642874571 3 YR TREAS BD199$1.60 萬<0.1%–
OXYOccidental Petroleum CorpStock200$1.20 萬<0.1%歷史
DINOHF Sinclair CorpCOM190$1.00 萬<0.1%歷史
NEANuveen AMT-Free Quality Municipal Income FundCOM820$9,000<0.1%歷史
NADNuveen Quality Municipal Income FundCOM820$9,000<0.1%歷史
BTABlackRock Long-Term Municipal Advantage TrustCOM960$9,000<0.1%歷史
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM790$9,000<0.1%歷史
MPABlackRock Muniyield Pennsylvania Quality FundCOM725$9,000<0.1%歷史
RGRSturm Ruger & Co IncStock150$8,000<0.1%歷史
EXCExelon CorpStock215$8,000<0.1%歷史
MYNBlackRock Muniyield New York Quality Fund, Inc.COM850$8,000<0.1%歷史
Davis Fundamental ETF Tr23908L306SELECT WRLD WI380$8,000<0.1%–
First Tr Exchange-Traded FD33738R886DORSEY WRIGHT490$8,000<0.1%–
Nuveen N Y Select Tax Free I67063V104SH BEN INT690$8,000<0.1%–
GNLGlobal Net Lease, Inc.COM NEW700$7,000<0.1%歷史
MQYBlackRock Muniyield Quality Fund, Inc.COM652$7,000<0.1%歷史
iShares Inc464286103MSCI AUST ETF375$7,000<0.1%–
CMSCMS Energy CorpCOM120$7,000<0.1%歷史
BYMBlackRock Municipal Income Quality TrustCOM650$7,000<0.1%歷史
NUWNuveen AMT-Free Municipal Value FundCOM503$7,000<0.1%歷史
JPINuveen Preferred Securities & Income Opportunities FundCOM400$7,000<0.1%歷史
CEGConstellation Energy CorpStock71$6,000<0.1%歷史
USFDUS Foods Holding Corp.COM240$6,000<0.1%歷史
Schwab Strategic Tr808524862SHT TM US TRES127$6,000<0.1%–
NRKNuveen New York Amt-Free Quality Municipal Income FundCOM651$6,000<0.1%歷史
BWABorgwarner IncCOM180$6,000<0.1%歷史
MHDBlackRock Muniholdings Fund, Inc.COM505$6,000<0.1%歷史
BLEBlackRock Municipal Income Trust IICOM574$6,000<0.1%歷史
MATMattel IncCOM260$5,000<0.1%歷史
First Tr Exchange-Traded FD33734X838INDXX NAT RE ETF420$5,000<0.1%–
Vanguard Short-Term Bond ETF921937827ETF52$4,000<0.1%–
FLRFluor CorpStock170$4,000<0.1%歷史
DRIDarden Restaurants IncCOM33$4,000<0.1%歷史
FLSFlowserve CorpCOM165$4,000<0.1%歷史
iShares Tr464288844US OIL EQ&SV ETF265$4,000<0.1%–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF102$3,000<0.1%–
CTVACorteva, Inc.Stock61$3,000<0.1%歷史
iShares Tr46428743220 YR TR BD ETF28$3,000<0.1%–
Barrick Gold Corp067901108COM215$3,000<0.1%–
American Centy ETF Tr025072802INTL SMCP VLU55$3,000<0.1%–
DDDuPont de Nemours, Inc.COM61$3,000<0.1%歷史
iShares Russell 2000 Growth ETF464287648ETF10$2,000<0.1%–
NTNXNutanix, Inc.Stock80$2,000<0.1%歷史
XYZBlock, Inc.CL A33$2,000<0.1%歷史
TTWOTake Two Interactive Software IncCOM16$2,000<0.1%歷史
TGITriumph Group IncCOM190$2,000<0.1%歷史
GAPGap IncCOM235$2,000<0.1%歷史
Occidental Pete Corp WT Exp 080327674599162Stock25$1,000<0.1%–
Vanguard BD Index FDS921937793LONG TERM BOND13$1,000<0.1%–
SOFISoFi Technologies, Inc.Stock66$00.0%歷史
KDKyndryl Holdings, Inc.Stock14$00.0%歷史
LEN.BLennar CorpCL B3$00.0%歷史
RIOTRiot Platforms, Inc.COM33$00.0%歷史
AFRMAffirm Holdings, Inc.COM CL A16$00.0%歷史