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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
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF800$6.20 萬<0.1%+800新進–
FITBFifth Third BancorpCOM1,900$6.23 萬<0.1%+1,817+2,189.2%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF293$6.24 萬<0.1%+54+22.6%加碼–
CSCOCisco Systems, Inc.Stock1,333$6.35 萬<0.1%+1,118+520.0%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF2,853$6.48 萬<0.1%00.0%不變–
EDConsolidated Edison IncStock681$6.49 萬<0.1%00.0%不變歷史
METMetlife IncStock916$6.63 萬<0.1%+900+5,625.0%加碼歷史
NOCNorthrop Grumman CorpStock123$6.70 萬<0.1%+75+156.3%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS1,376$6.86 萬<0.1%−1,654−54.6%減碼–
Innovator ETFs Trust45782C383US EQTY PWR BUF2,235$6.87 萬<0.1%+350+18.6%加碼–
AEPAmerican Electric Power Co IncStock760$7.22 萬<0.1%+660+660.0%加碼歷史
Amplify ETF Tr032108888BLACKSWAN GRWT2,988$7.31 萬<0.1%−1,026−25.6%減碼–
iShares Tr46434V613CORE UNIVRSL USD1,654$7.43 萬<0.1%00.0%不變–
DUKDuke Energy CORPStock737$7.59 萬<0.1%+540+274.1%加碼歷史
ABTAbbott LaboratoriesStock715$7.85 萬<0.1%00.0%不變歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY1,614$7.89 萬<0.1%+487+43.2%加碼–
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL2,739$7.93 萬<0.1%+287+11.7%加碼–
iShares Tr464287150CORE S&P TTL STK951$8.06 萬<0.1%+108+12.8%加碼–
ETREntergy CorpCOM720$8.10 萬<0.1%+570+380.0%加碼歷史
GOOGAlphabet Inc.Stock920$8.16 萬<0.1%00.0%不變歷史
iShares Core MSCI Eafe ETF46432F842ETF1,335$8.23 萬<0.1%+49+3.8%加碼–
TMOThermo Fisher Scientific Inc.Stock150$8.26 萬<0.1%+110+275.0%加碼歷史
KIMKimco Realty CorpCOM4,000$8.47 萬<0.1%00.0%不變歷史
iShares Russell 2000 ETF464287655ETF524$9.14 萬<0.1%+390+291.0%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF490$9.37 萬<0.1%+307+167.8%加碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,486$9.49 萬<0.1%+6+0.4%加碼–
iShares Tr46435G425ESG AWR MSCI USA1,145$9.70 萬<0.1%00.0%不變–
iShares Core U.S. Aggregate Bond ETF464287226ETF1,014$9.83 萬<0.1%−89−8.1%減碼–
iShares Tr464288513IBOXX HI YD ETF1,337$9.84 萬<0.1%−705−34.5%減碼–
MPCMarathon Petroleum CorpStock880$10.2 萬<0.1%−150−14.6%減碼歷史
AFLAflac IncStock1,469$10.6 萬<0.1%+3+0.2%加碼歷史
Vanguard Morningstar Value ETF922908744ETF787$11.0 萬<0.1%+766+3,647.6%加碼–
JPMJPMorgan Chase & CoStock859$11.5 萬<0.1%+260+43.4%加碼歷史
STTState Street CorpCOM1,492$11.6 萬<0.1%00.0%不變歷史
UPSUnited Parcel Service IncStock768$13.4 萬<0.1%+407+112.7%加碼歷史
PMPhilip Morris International Inc.Stock1,378$13.9 萬<0.1%+520+60.6%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F2,753$14.2 萬<0.1%+2,363+605.9%加碼–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF3,028$14.4 萬<0.1%+1,532+102.4%加碼–
APDAir Products & Chemicals, Inc.Stock500$15.4 萬<0.1%00.0%不變歷史
iShares Tr464288158SHRT NAT MUN ETF1,500$15.6 萬<0.1%+1,500新進–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF1,170$15.8 萬<0.1%+1,140+3,800.0%加碼–
iShares Tr46434V878ULTRA SHORT DUR3,187$15.9 萬<0.1%+3,000+1,604.3%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF1,421$16.2 萬<0.1%+168+13.4%加碼–
WisdomTree Tr97717Y790US EFFIC CORE FD5,430$16.4 萬<0.1%+5,043+1,303.1%加碼–
UNHUnitedHealth Group IncStock317$16.8 萬<0.1%+45+16.5%加碼歷史
ADPAutomatic Data Processing IncStock715$17.1 萬<0.1%−58−7.5%減碼歷史
WMWaste Management IncStock2,173$17.1 萬<0.1%+1,087+100.1%加碼歷史
SHWSherwin Williams CoCOM738$17.5 萬<0.1%+90+13.9%加碼歷史
SPDR Series Trust78464A672ST INTER ETF6,645$18.8 萬0.1%+206+3.2%加碼–
Vanguard Malvern FDS922020805STRM INFPROIDX4,153$19.4 萬0.1%+4,119+12,114.7%加碼–
iShares S&P 500 Growth ETF464287309ETF3,368$19.7 萬0.1%+3,262+3,077.4%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS6,826$20.0 萬0.1%+3,456+102.6%加碼–
FDXFedEx CorpStock1,279$22.1 萬0.1%−10−0.8%減碼歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV2,665$22.8 萬0.1%+2,540+2,032.0%加碼–
iShares Core S&P 500 ETF464287200ETF606$23.3 萬0.1%+194+47.1%加碼–
ACNAccenture plcStock1,459$25.2 萬0.1%+943+182.8%加碼歷史
iShares S&P 500 Value ETF464287408ETF2,066$30.0 萬0.1%+1,982+2,359.5%加碼–
VRTXVertex Pharmaceuticals IncStock1,865$30.3 萬0.1%+1,049+128.6%加碼歷史
HDHome Depot, Inc.Stock993$31.4 萬0.1%+281+39.5%加碼歷史
TWLOTwilio IncCL A6,535$32.0 萬0.1%+2,537+63.5%加碼歷史
NEENextera Energy IncStock3,977$33.2 萬0.1%+497+14.3%加碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF2,574$37.6 萬0.1%−1,529−37.3%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM7,273$39.6 萬0.1%+1,649+29.3%加碼–
ZSZscaler, Inc.Stock5,775$40.3 萬0.1%+3,598+165.3%加碼歷史
TSLATesla, Inc.Stock3,906$48.1 萬0.1%+809+26.1%加碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW8,144$48.4 萬0.1%+8,144新進–
First Tr Exchange-Traded FD33736Q104UT COM SHS ETF9,527$50.1 萬0.1%+9,527新進–
SPDR Series Trust78468R101ST SHO TREAS ETF17,991$52.0 萬0.1%+17,991新進–
PIMCO ETF Tr72201R874SHTRM MUN BD ACT10,754$53.0 萬0.1%−2,522−19.0%減碼–
First Tr Exchange-Traded FD33738D309SENIOR LN FD11,997$53.5 萬0.1%+11,997新進–
TYLTyler Technologies IncCOM1,674$54.0 萬0.1%+652+63.8%加碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF11,604$54.0 萬0.1%+11,604新進–
TWTradeweb Markets Inc.Stock8,525$55.4 萬0.2%+3,179+59.5%加碼歷史
First Tr Exchange-Traded FD33733E807NAT GAS ETF22,635$55.5 萬0.2%+3,198+16.5%加碼–
TEAMAtlassian CorpCL A4,374$56.3 萬0.2%+4,374新進歷史
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX34,934$59.7 萬0.2%+4,361+14.3%加碼–
TAT&T Inc.Stock34,082$62.7 萬0.2%+13,683+67.1%加碼歷史
FTNTFortinet, Inc.Stock13,118$64.1 萬0.2%+4,859+58.8%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF7,064$67.7 萬0.2%+3,532+100.0%加碼–
ATVIActivision Blizzard, Inc.COM9,125$69.8 萬0.2%+2,859+45.6%加碼歷史
WDAYWorkday, Inc.CL A7,172$72.9 萬0.2%+4,353+154.4%加碼歷史
VEEVVeeva Systems IncStock4,546$73.4 萬0.2%+1,543+51.4%加碼歷史
PANWPalo Alto Networks IncStock5,468$76.3 萬0.2%+1,918+54.0%加碼歷史
CRMSalesforce, Inc.Stock5,794$76.8 萬0.2%+1,890+48.4%加碼歷史
NVDANVIDIA CorpStock5,469$79.9 萬0.2%+1,698+45.0%加碼歷史
MCHPMicrochip Technology IncStock11,656$81.9 萬0.2%+3,699+46.5%加碼歷史
NOWServiceNow, Inc.Stock2,125$82.5 萬0.2%+722+51.5%加碼歷史
LRCXLam Research CorpCOM2,020$84.9 萬0.2%+828+69.5%加碼歷史
MPWRMonolithic Power Systems, Inc.COM2,413$85.3 萬0.2%+799+49.5%加碼歷史
AVGOBroadcom Inc.Stock1,590$88.9 萬0.2%+504+46.4%加碼歷史
ADBEAdobe Inc.Stock2,700$90.9 萬0.2%+921+51.8%加碼歷史
PCTYPaylocity Holding CorpCOM4,688$91.1 萬0.3%+1,704+57.1%加碼歷史
GOOGLAlphabet Inc.Stock11,787$104.0 萬0.3%+4,224+55.9%加碼歷史
Vanguard S&P 500 ETF922908363ETF3,325$116.8 萬0.3%+3,318+47,400.0%加碼–
Vanguard Information Technology ETF92204A702ETF7,310$116.9 萬0.3%+3,655+100.0%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF7,243$147.6 萬0.4%00.0%不變–
First Tr Exch Traded FD III33739N108MANAGD MUN ETF34,697$173.9 萬0.5%+17,787+105.2%加碼–
MMM3M CoStock15,356$184.1 萬0.5%+1,879+13.9%加碼歷史
ZTSZoetis Inc.Stock22,574$193.3 萬0.5%+13,182+140.4%加碼歷史
DDominion Energy, IncStock32,251$197.8 萬0.5%+5,313+19.7%加碼歷史

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