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Livermore
Livermore
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Leelyn Smith, LLC

SEC CIK
0001777817
最新申報
2026/7/23

2023 年第 1 季持倉

持倉截至 2023/3/31，2023/5/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
112
較 2022 年第 4 季 −348
總值
$3.91 億
較 2022 年第 4 季 +$2,657 萬 (+7.3%)
申報日
2023/5/12
SEC
Leelyn Smith, LLC 在 2023 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
VanEck Morningstar Wide Moat ETF92189F643ETF396,550$2,928 萬7.5%+20,876+5.6%加碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF372,811$2,712 萬6.9%+17,823+5.0%加碼–
Vanguard World FD921910816MEGA GRWTH IND127,809$2,614 萬6.7%+10,874+9.3%加碼–
Schwab US Dividend Equity ETF808524797ETF333,195$2,438 萬6.2%+54,592+19.6%加碼–
Janus Detroit STR Tr47103U209HENDERSN SML ETF357,616$2,008 萬5.1%+29,692+9.1%加碼–
Janus Detroit STR Tr47103U845HENDRSON AAA CL345,109$1,709 萬4.4%+27,826+8.8%加碼–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF128,166$1,272 萬3.3%+27,768+27.7%加碼–
Invesco Actively Managed Exc46090A804TOTAL RETURN175,709$829.3 萬2.1%−4,707−2.6%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF69,472$732.9 萬1.9%+844+1.2%加碼–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL163,922$691.9 萬1.8%+3,989+2.5%加碼–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF239,639$630.3 萬1.6%+38,560+19.2%加碼–
First Tr Exchange-Traded FD336917109SHS168,997$599.9 萬1.5%+5,943+3.6%加碼–
AMZNAmazon Com IncStock57,478$593.7 萬1.5%+3,538+6.6%加碼歷史
AAPLApple Inc.Stock35,950$592.8 萬1.5%+934+2.7%加碼歷史
MSFTMicrosoft CorpStock18,902$544.9 萬1.4%+597+3.3%加碼歷史
BRK.BBerkshire Hathaway IncStock16,845$520.1 萬1.3%+494+3.0%加碼歷史
MCDMcDonalds CorpStock16,181$452.4 萬1.2%−8,681−34.9%減碼歷史
LLYEli Lilly & CoStock12,540$430.6 萬1.1%+396+3.3%加碼歷史
AMATApplied Materials IncStock34,707$426.3 萬1.1%+1,477+4.4%加碼歷史
XOMExxonMobil Holdings CorpCOM38,656$423.9 萬1.1%−950−2.4%減碼歷史
ADIAnalog Devices IncStock20,963$413.4 萬1.1%+857+4.3%加碼歷史
MRKMerck & Co., Inc.Stock37,270$396.5 萬1.0%+905+2.5%加碼歷史
BABoeing CoStock16,939$359.8 萬0.9%+1,157+7.3%加碼歷史
GDGeneral Dynamics CorpStock15,512$354.0 萬0.9%+886+6.1%加碼歷史
LOWLowes Companies IncStock17,689$353.7 萬0.9%+1,009+6.0%加碼歷史
ACNAccenture plcStock12,299$351.5 萬0.9%+10,840+743.0%加碼歷史
WMTWalmart Inc.Stock23,753$350.2 萬0.9%+1,575+7.1%加碼歷史
MAMastercard IncStock9,623$349.7 萬0.9%+513+5.6%加碼歷史
ABBVAbbVie Inc.Stock21,601$344.3 萬0.9%−71−0.3%減碼歷史
VVisa Inc.Stock15,218$343.1 萬0.9%−11,546−43.1%減碼歷史
LMTLockheed Martin CorpStock7,206$340.7 萬0.9%−6,157−46.1%減碼歷史
SBUXStarbucks CorpStock32,643$339.9 萬0.9%+1,753+5.7%加碼歷史
BLKBlackRock, Inc.COM4,766$318.9 萬0.8%+317+7.1%加碼歷史
TXNTexas Instruments IncStock16,968$315.6 萬0.8%+1,586+10.3%加碼歷史
HONHoneywell International IncCOM16,307$311.7 萬0.8%+1,143+7.5%加碼歷史
NKENIKE, Inc.Stock25,357$311.0 萬0.8%+1,845+7.8%加碼歷史
CVXChevron CorpStock18,488$301.7 萬0.8%−30−0.2%減碼歷史
GISGeneral Mills IncStock34,521$295.0 萬0.8%+135+0.4%加碼歷史
KLACKLA CorpCOM NEW7,144$285.2 萬0.7%+739+11.5%加碼歷史
CMCSAComcast CorpStock73,745$279.6 萬0.7%+8,170+12.5%加碼歷史
PGProcter & Gamble CoStock18,626$276.9 萬0.7%+240+1.3%加碼歷史
PEPPepsiCo IncStock14,863$271.0 萬0.7%+305+2.1%加碼歷史
KOCoca Cola CoStock43,389$269.1 萬0.7%+535+1.2%加碼歷史
AMGNAmgen IncStock10,993$265.7 萬0.7%+10,883+9,893.6%加碼歷史
ZTSZoetis Inc.Stock15,436$256.9 萬0.7%−7,138−31.6%減碼歷史
BMYBristol Myers Squibb CoStock37,035$256.7 萬0.7%+553+1.5%加碼歷史
MDTMedtronic plcStock31,770$256.1 萬0.7%−18,642−37.0%減碼歷史
COSTCostco Wholesale CorpStock5,124$254.6 萬0.7%+635+14.1%加碼歷史
SOSouthern CoStock35,896$249.8 萬0.6%+1,010+2.9%加碼歷史
Invesco QQQ Trust Series I46090E103ETF7,630$244.9 萬0.6%−112−1.4%減碼–
PFGPrincipal Financial Group IncCOM32,725$243.2 萬0.6%+41+0.1%加碼歷史
JNJJohnson & JohnsonStock15,638$242.4 萬0.6%+498+3.3%加碼歷史
MOAltria Group, Inc.Stock53,054$236.7 萬0.6%+978+1.9%加碼歷史
SYYSysco CorpStock30,608$236.4 萬0.6%+823+2.8%加碼歷史
CSCOCisco Systems, Inc.Stock45,177$236.2 萬0.6%+43,844+3,289.1%加碼歷史
IBMInternational Business Machines CorpStock17,901$234.7 萬0.6%+277+1.6%加碼歷史
PFEPfizer IncStock57,289$233.7 萬0.6%+1,461+2.6%加碼歷史
KKellanovaStock33,964$227.4 萬0.6%+1,019+3.1%加碼歷史
PPLPPL CorpCOM80,811$224.6 萬0.6%+2,209+2.8%加碼歷史
VZVerizon Communications IncStock56,725$220.6 萬0.6%−45,710−44.6%減碼歷史
First Tr Exch Traded FD III33739N108MANAGD MUN ETF40,912$208.4 萬0.5%+6,215+17.9%加碼–
HBANHuntington Bancshares IncCOM169,218$189.5 萬0.5%+4,877+3.0%加碼歷史
DDominion Energy, IncStock33,614$187.9 萬0.5%+1,363+4.2%加碼歷史
MMM3M CoStock16,628$174.8 萬0.4%+1,272+8.3%加碼歷史
CMAComerica IncCOM36,731$159.5 萬0.4%+1,176+3.3%加碼歷史
NVDANVIDIA CorpStock5,563$154.5 萬0.4%+94+1.7%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF7,243$152.8 萬0.4%00.0%不變–
Vanguard Information Technology ETF92204A702ETF3,655$140.9 萬0.4%−3,655−50.0%減碼–
GOOGLAlphabet Inc.Stock12,246$127.0 萬0.3%+459+3.9%加碼歷史
Vanguard S&P 500 ETF922908363ETF3,325$125.0 萬0.3%00.0%不變–
CRMSalesforce, Inc.Stock6,199$123.8 萬0.3%+405+7.0%加碼歷史
MPWRMonolithic Power Systems, Inc.COM2,465$123.4 萬0.3%+52+2.2%加碼歷史
iShares Tr46435G433MSCI USA SMCP MN32,882$114.0 萬0.3%−26,274−44.4%減碼–
ADBEAdobe Inc.Stock2,871$110.6 萬0.3%+171+6.3%加碼歷史
PANWPalo Alto Networks IncStock5,369$107.2 萬0.3%−99−1.8%減碼歷史
NOWServiceNow, Inc.Stock2,284$106.1 萬0.3%+159+7.5%加碼歷史
LRCXLam Research CorpCOM1,985$105.2 萬0.3%−35−1.7%減碼歷史
AVGOBroadcom Inc.Stock1,567$100.5 萬0.3%−23−1.4%減碼歷史
PCTYPaylocity Holding CorpCOM4,857$96.5 萬0.2%+169+3.6%加碼歷史
MCHPMicrochip Technology IncStock11,388$95.4 萬0.2%−268−2.3%減碼歷史
VEEVVeeva Systems IncStock4,905$90.1 萬0.2%+359+7.9%加碼歷史
WDAYWorkday, Inc.CL A4,337$89.6 萬0.2%−2,835−39.5%減碼歷史
FTNTFortinet, Inc.Stock13,010$86.5 萬0.2%−108−0.8%減碼歷史
TSLATesla, Inc.Stock4,105$85.2 萬0.2%+199+5.1%加碼歷史
TEAMAtlassian CorpCL A4,827$82.6 萬0.2%+453+10.4%加碼歷史
ATVIActivision Blizzard, Inc.COM9,241$79.1 萬0.2%+116+1.3%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF3,532$68.4 萬0.2%−3,532−50.0%減碼–
TWTradeweb Markets Inc.Stock8,591$67.9 萬0.2%+66+0.8%加碼歷史
TYLTyler Technologies IncCOM1,730$61.4 萬0.2%+56+3.3%加碼歷史
PIMCO ETF Tr72201R874SHTRM MUN BD ACT11,808$58.8 萬0.2%+1,054+9.8%加碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM10,567$57.7 萬0.1%+3,294+45.3%加碼–
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE9,996$51.9 萬0.1%+9,996新進–
First Tr Exchange-Traded FD33734X168MATERIALS ALPH7,863$51.4 萬0.1%+7,863新進–
First Tr Exchange-Traded Alp33733C108SHS ISSUED FRST7,267$50.6 萬0.1%+7,267新進–
First Tr Exchange-Traded Alp33737M201MID CAP VAL FD11,408$49.8 萬0.1%+11,408新進–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW8,199$48.8 萬0.1%+55+0.7%加碼–
TWLOTwilio IncCL A7,063$47.1 萬0.1%+528+8.1%加碼歷史
First Trust Financials Alphadex Fund33734X135ETF12,272$45.8 萬0.1%+12,272新進–
ZSZscaler, Inc.Stock3,815$44.6 萬0.1%−1,960−33.9%減碼歷史
TAT&T Inc.Stock19,846$38.2 萬0.1%−14,236−41.8%減碼歷史

2022 年第 4 季之後清倉（353 檔）

2022 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 353 檔。

Leelyn Smith, LLC 在 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
WBAWalgreens Boots Alliance, Inc.COM58,473$218.5 萬0.6%歷史
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX34,934$59.7 萬0.2%–
First Tr Exchange-Traded FD33733E807NAT GAS ETF22,635$55.5 萬0.2%–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF11,604$54.0 萬0.1%–
First Tr Exchange-Traded FD33738D309SENIOR LN FD11,997$53.5 萬0.1%–
First Tr Exchange-Traded FD33736Q104UT COM SHS ETF9,527$50.1 萬0.1%–
iShares Core S&P 500 ETF464287200ETF606$23.3 萬0.1%–
Vanguard Malvern FDS922020805STRM INFPROIDX4,153$19.4 萬0.1%–
SPDR Series Trust78464A672ST INTER ETF6,645$18.8 萬0.1%–
SHWSherwin Williams CoCOM738$17.5 萬<0.1%歷史
WMWaste Management IncStock2,173$17.1 萬<0.1%歷史
ADPAutomatic Data Processing IncStock715$17.1 萬<0.1%歷史
UNHUnitedHealth Group IncStock317$16.8 萬<0.1%歷史
WisdomTree Tr97717Y790US EFFIC CORE FD5,430$16.4 萬<0.1%–
iShares MSCI USA Quality Factor ETF46432F339ETF1,421$16.2 萬<0.1%–
iShares Tr46434V878ULTRA SHORT DUR3,187$15.9 萬<0.1%–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF1,170$15.8 萬<0.1%–
iShares Tr464288158SHRT NAT MUN ETF1,500$15.6 萬<0.1%–
APDAir Products & Chemicals, Inc.Stock500$15.4 萬<0.1%歷史
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF3,028$14.4 萬<0.1%–
PMPhilip Morris International Inc.Stock1,378$13.9 萬<0.1%歷史
UPSUnited Parcel Service IncStock768$13.4 萬<0.1%歷史
STTState Street CorpCOM1,492$11.6 萬<0.1%歷史
JPMJPMorgan Chase & CoStock859$11.5 萬<0.1%歷史
Vanguard Morningstar Value ETF922908744ETF787$11.0 萬<0.1%–
AFLAflac IncStock1,469$10.6 萬<0.1%歷史
MPCMarathon Petroleum CorpStock880$10.2 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF1,337$9.84 萬<0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF1,014$9.83 萬<0.1%–
iShares Tr46435G425ESG AWR MSCI USA1,145$9.70 萬<0.1%–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,486$9.49 萬<0.1%–
Vanguard Morningstar Total Stock Market ETF922908769ETF490$9.37 萬<0.1%–
iShares Russell 2000 ETF464287655ETF524$9.14 萬<0.1%–
KIMKimco Realty CorpCOM4,000$8.47 萬<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock150$8.26 萬<0.1%歷史
iShares Core MSCI Eafe ETF46432F842ETF1,335$8.23 萬<0.1%–
GOOGAlphabet Inc.Stock920$8.16 萬<0.1%歷史
ETREntergy CorpCOM720$8.10 萬<0.1%歷史
iShares Tr464287150CORE S&P TTL STK951$8.06 萬<0.1%–
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY1,614$7.89 萬<0.1%–
ABTAbbott LaboratoriesStock715$7.85 萬<0.1%歷史
DUKDuke Energy CORPStock737$7.59 萬<0.1%歷史
iShares Tr46434V613CORE UNIVRSL USD1,654$7.43 萬<0.1%–
Amplify ETF Tr032108888BLACKSWAN GRWT2,988$7.31 萬<0.1%–
AEPAmerican Electric Power Co IncStock760$7.22 萬<0.1%歷史
Innovator ETFs Trust45782C383US EQTY PWR BUF2,235$6.87 萬<0.1%–
iShares Tr464288646ISHS 1-5YR INVS1,376$6.86 萬<0.1%–
NOCNorthrop Grumman CorpStock123$6.70 萬<0.1%歷史
METMetlife IncStock916$6.63 萬<0.1%歷史
EDConsolidated Edison IncStock681$6.49 萬<0.1%歷史
iShares U.S. Treasury Bond ETF46429B267ETF2,853$6.48 萬<0.1%–
Vanguard Morningstar Growth ETF922908736ETF293$6.24 萬<0.1%–
FITBFifth Third BancorpCOM1,900$6.23 萬<0.1%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF800$6.20 萬<0.1%–
COFCapital One Financial CorpStock662$6.15 萬<0.1%歷史
ASMLASML Holding NVADR155$6.01 萬<0.1%歷史
GILDGilead Sciences, Inc.Stock700$6.01 萬<0.1%歷史
BXBlackstone Inc.COM805$5.97 萬<0.1%歷史
DISWalt Disney CoStock677$5.88 萬<0.1%歷史
Invesco Exchange Traded FD T46137V316S&P500 EQL MAT370$5.87 萬<0.1%–
ADMArcher-Daniels-Midland CoStock631$5.86 萬<0.1%歷史
KEYKeycorpCOM3,300$5.75 萬<0.1%歷史
INTCIntel CorpStock2,162$5.71 萬<0.1%歷史
BCEBce IncCOM NEW1,280$5.63 萬<0.1%歷史
CVSCVS Health CorpStock593$5.53 萬<0.1%歷史
TROWPrice T Rowe Group IncStock500$5.45 萬<0.1%歷史
BDXBecton Dickinson & CoStock214$5.44 萬<0.1%歷史
ALLAllstate CorpStock400$5.42 萬<0.1%歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF1,428$5.35 萬<0.1%–
iShares Global Clean Energy ETF464288224ETF2,697$5.35 萬<0.1%–
EWEdwards Lifesciences CorpStock704$5.25 萬<0.1%歷史
HCAHCA Healthcare, Inc.COM215$5.16 萬<0.1%歷史
CATCaterpillar IncStock215$5.15 萬<0.1%歷史
AGRAvangrid, Inc.COM1,185$5.09 萬<0.1%歷史
USBUS Bancorp DECOM NEW1,150$5.02 萬<0.1%歷史
iShares Tr46434V4070-5YR HI YL CP1,200$4.91 萬<0.1%–
MDLZMondelez International, Inc.Stock717$4.78 萬<0.1%歷史
iShares Tr464287291GLOBAL TECH ETF1,064$4.77 萬<0.1%–
GLDSPDR Gold TrustETF280$4.75 萬<0.1%歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF988$4.62 萬<0.1%–
Vanguard S&P 500 Growth ETF921932505ETF215$4.54 萬<0.1%–
GPCGenuine Parts CoStock261$4.53 萬<0.1%歷史
DEDeere & CoStock105$4.49 萬<0.1%歷史
PLDPrologis, Inc.REIT396$4.46 萬<0.1%歷史
ROPRoper Technologies IncStock103$4.45 萬<0.1%歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF902$4.44 萬<0.1%–
SONSonoco Products CoCOM730$4.43 萬<0.1%歷史
TJXTJX Companies IncStock542$4.31 萬<0.1%歷史
CFGCitizens Financial Group IncCOM1,070$4.21 萬<0.1%歷史
Global X Lithium & Battery Tech ETF37954Y855ETF718$4.21 萬<0.1%–
CMECME Group Inc.COM250$4.20 萬<0.1%歷史
SGOLabrdn Gold ETF TrustETF2,375$4.15 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW774$4.14 萬<0.1%–
First Trust Dow Jones Internet Index Fund33733E302ETF335$4.13 萬<0.1%–
BUDAnheuser-Busch InBev SA/NVADR665$3.99 萬<0.1%歷史
Vanguard Morningstar Small-Cap ETF922908751ETF215$3.94 萬<0.1%–
iShares Tr46435G516ESG AW MSCI EAFE557$3.66 萬<0.1%–
SRESempraStock230$3.55 萬<0.1%歷史
STZConstellation Brands, Inc.Stock152$3.52 萬<0.1%歷史
KMBKimberly Clark CorpStock258$3.50 萬<0.1%歷史