Lloyd Advisory Services, LLC.
- SEC CIK
- 0001802474
- 最新申報
- 2026/8/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/4 申報。只含多頭部位。
- 持股檔數
- 381
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.84 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 622,592 | $2,903 萬 | 15.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 48,482 | $1,929 萬 | 10.5% | – | – | – |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 640,504 | $1,643 萬 | 8.9% | – | – | – |
| Aim ETF Products Trust00888H703 | ALLIANZIM US EQT | 393,531 | $1,023 萬 | 5.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 24,763 | $902.1 萬 | 4.9% | – | – | – |
| Aim ETF Products Trust00888H307 | ALLIANZIM US EQ | 282,231 | $776.0 萬 | 4.2% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 49,686 | $673.0 萬 | 3.7% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 76,339 | $646.8 萬 | 3.5% | – | – | – |
| GLDSPDR Gold Trust | ETF | 32,997 | $528.0 萬 | 2.9% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 39,594 | $514.3 萬 | 2.8% | – | – | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 75,854 | $392.8 萬 | 2.1% | – | – | – |
| Cambria ETF Tr132061862 | TAIL RISK | 200,942 | $376.8 萬 | 2.0% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 66,873 | $322.8 萬 | 1.8% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 32,769 | $310.9 萬 | 1.7% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 36,042 | $296.2 萬 | 1.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 42,742 | $295.7 萬 | 1.6% | – | – | – |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 106,504 | $267.3 萬 | 1.5% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 46,319 | $264.9 萬 | 1.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 51,949 | $263.7 萬 | 1.4% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 12,218 | $262.2 萬 | 1.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,160 | $260.4 萬 | 1.4% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 28,402 | $257.9 萬 | 1.4% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 26,566 | $255.1 萬 | 1.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 30,392 | $149.3 萬 | 0.8% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 34,592 | $132.8 萬 | 0.7% | – | – | – |
| VIXMProShares Trust II | VIX MDTRM FUTR N | 33,190 | $116.3 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 16,172 | $116.2 萬 | 0.6% | – | – | – |
| VIXYProShares Trust II | VIX SH TRM FUTRS | 119,179 | $111.3 萬 | 0.6% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,312 | $90.1 萬 | 0.5% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 5,747 | $77.3 萬 | 0.4% | – | – | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 10,354 | $65.9 萬 | 0.4% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 10,920 | $64.5 萬 | 0.4% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 11,010 | $58.8 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,652 | $50.4 萬 | 0.3% | – | – | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,841 | $49.7 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,765 | $38.2 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,664 | $37.7 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,555 | $35.8 萬 | 0.2% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 19,530 | $33.7 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 5,763 | $33.5 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,902 | $31.7 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 10,477 | $31.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 6,202 | $31.6 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,697 | $29.2 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,226 | $28.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,251 | $28.6 萬 | 0.2% | – | – | – |
| DUKDuke Energy CORP | Stock | 2,904 | $28.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,543 | $27.9 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 4,837 | $27.3 萬 | 0.1% | – | – | – |
| TLSTelos Corp | COM | 7,121 | $27.0 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,014 | $26.7 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,484 | $25.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,265 | $24.1 萬 | 0.1% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 4,713 | $24.1 萬 | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 2,262 | $23.7 萬 | 0.1% | – | – | 歷史 |
| CMCanadian Imperial Bank of Commerce | COM | 2,410 | $23.6 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,941 | $22.5 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 5,987 | $21.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,066 | $20.8 萬 | 0.1% | – | – | – |
| MMM3M Co | Stock | 1,070 | $20.6 萬 | 0.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,192 | $20.6 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,818 | $19.7 萬 | 0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 3,118 | $19.4 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 4,737 | $19.3 萬 | 0.1% | – | – | – |
| VODVodafone Group Public Ltd Co | ADR | 10,436 | $19.2 萬 | 0.1% | – | – | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 4,968 | $19.2 萬 | 0.1% | – | – | 歷史 |
| BCEBce Inc | COM NEW | 4,183 | $18.9 萬 | 0.1% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,674 | $18.5 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 3,526 | $18.5 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 1,036 | $18.5 萬 | 0.1% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 2,166 | $18.1 萬 | 0.1% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 6,350 | $18.1 萬 | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,319 | $17.9 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 3,738 | $17.9 萬 | 0.1% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 4,630 | $17.6 萬 | 0.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 3,173 | $17.3 萬 | 0.1% | – | – | – |
| CCICrown Castle Inc. | REIT | – | $16.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 3,722 | $16.2 萬 | 0.1% | – | – | – |
| ULUnilever PLC | SPON ADR NEW | 2,911 | $16.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 2,956 | $15.8 萬 | 0.1% | – | – | – |
| HBANHuntington Bancshares Inc | COM | 9,960 | $15.7 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 2,673 | $15.6 萬 | 0.1% | – | – | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 2,468 | $14.6 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,003 | $14.2 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,887 | $14.0 萬 | 0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 2,733 | $14.0 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,339 | $13.7 萬 | 0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 610 | $13.5 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 376 | $13.4 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,517 | $12.8 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 929 | $12.4 萬 | 0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 2,085 | $12.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 1,391 | $11.5 萬 | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 37 | $11.4 萬 | 0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 2,573 | $11.3 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 2,119 | $11.2 萬 | 0.1% | – | – | – |
| GISGeneral Mills Inc | Stock | 1,796 | $11.0 萬 | 0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 1,428 | $10.9 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 617 | $10.8 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 1,386 | $10.4 萬 | 0.1% | – | – | – |