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Livermore
Livermore
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Lloyd Advisory Services, LLC.

SEC CIK
0001802474
最新申報
2026/8/7

2021 年第 2 季持倉

持倉截至 2021/6/30，2021/8/9 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
408
較 2021 年第 1 季 +27
總值
$1.98 億
較 2021 年第 1 季 +$1,404 萬 (+7.6%)
申報日
2021/8/9
SEC
Lloyd Advisory Services, LLC. 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CCICrown Castle Inc.REIT–$13.0 萬0.1%––歷史
iShares Tr464289479CORE LT USDB ETF1,782$12.9 萬0.1%+274+18.2%加碼–
WMBWilliams Companies, Inc.COM4,724$12.5 萬0.1%+4,018+569.1%加碼歷史
MDLZMondelez International, Inc.Stock1,986$12.4 萬0.1%−99−4.7%減碼歷史
SPDR Series Trust78468R804ST STR R1K LOWV932$12.4 萬0.1%+932新進–
SPDR Series Trust78464A201ST STR SP600GRWO1,371$12.2 萬0.1%+550+67.0%加碼–
VVisa Inc.Stock508$11.9 萬0.1%+173+51.6%加碼歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF2,587$11.8 萬0.1%+14+0.5%加碼–
GISGeneral Mills IncStock1,851$11.3 萬0.1%+55+3.1%加碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1,214$11.1 萬0.1%+1,214新進–
DDominion Energy, IncStock1,499$11.0 萬0.1%+71+5.0%加碼歷史
KOCoca Cola CoStock2,007$10.9 萬0.1%+658+48.8%加碼歷史
AAPLApple Inc.Stock786$10.8 萬0.1%+23+3.0%加碼歷史
TRPTC Energy CorpCOM2,142$10.6 萬0.1%−12−0.6%減碼歷史
EFXEquifax IncCOM425$10.2 萬0.1%+1+0.2%加碼歷史
CSGPCostar Group, Inc.COM1,230$10.2 萬0.1%+400+48.2%加碼依 10 比 1 拆股換算歷史
PPLPPL CorpCOM3,522$9.90 萬0.1%+192+5.8%加碼歷史
iShares Tr464288802ESG OPTIMIZED1,041$9.90 萬0.1%+1,041新進–
GOOGAlphabet Inc.Stock39$9.80 萬<0.1%+8+25.8%加碼歷史
American Centy ETF Tr025072877US SML CP VALU1,270$9.70 萬<0.1%+377+42.2%加碼–
AMZNAmazon Com IncStock28$9.60 萬<0.1%−9−24.3%減碼歷史
MCOMoodys CorpStock265$9.60 萬<0.1%+76+40.2%加碼歷史
HEI.AHeico CorpCL A750$9.30 萬<0.1%+213+39.7%加碼歷史
KMBKimberly Clark CorpStock676$9.00 萬<0.1%+29+4.5%加碼歷史
USBUS Bancorp DECOM NEW1,575$9.00 萬<0.1%+22+1.4%加碼歷史
GOOGLAlphabet Inc.Stock34$8.30 萬<0.1%−1−2.9%減碼歷史
iShares Tr464289859CORE 80 20 ETF1,169$8.30 萬<0.1%+25+2.2%加碼–
METAMeta Platforms, Inc.Stock232$8.10 萬<0.1%00.0%不變歷史
First Trust Dow Jones Internet Index Fund33733E302ETF332$8.10 萬<0.1%+302+1,006.7%加碼–
Vanguard Morningstar Growth ETF922908736ETF280$8.00 萬<0.1%+263+1,547.1%加碼–
ODFLOld Dominion Freight Line, Inc.COM311$7.90 萬<0.1%+101+48.1%加碼歷史
TFCTruist Financial CorpCOM1,423$7.90 萬<0.1%+89+6.7%加碼歷史
CMCSAComcast CorpStock1,218$6.90 萬<0.1%+2+0.2%加碼歷史
VEEVVeeva Systems IncStock221$6.90 萬<0.1%+71+47.3%加碼歷史
DLRDigital Realty Trust, Inc.COM–$6.30 萬<0.1%––歷史
CWSTCasella Waste Systems IncCL A986$6.30 萬<0.1%+986新進歷史
iShares Tr464288687PFD AND INCM SEC1,572$6.20 萬<0.1%−33,020−95.5%減碼–
SPDR Series Trust78468R101ST SHO TREAS ETF1,928$5.90 萬<0.1%+265+15.9%加碼–
WYWeyerhaeuser CoCOM NEW–$5.80 萬<0.1%––歷史
PEGPublic Service Enterprise Group IncCOM975$5.80 萬<0.1%−15−1.5%減碼歷史
LRCXLam Research CorpCOM89$5.80 萬<0.1%00.0%不變歷史
JPMJPMorgan Chase & CoStock361$5.60 萬<0.1%00.0%不變歷史
ORealty Income CorpREIT–$5.60 萬<0.1%–新進歷史
MSMorgan StanleyStock597$5.50 萬<0.1%−10−1.6%減碼歷史
IPGInterpublic Group of Companies, Inc.COM1,682$5.50 萬<0.1%+124+8.0%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF366$5.40 萬<0.1%+148+67.9%加碼–
ADBEAdobe Inc.Stock91$5.30 萬<0.1%00.0%不變歷史
RFRegions Financial CorpCOM2,605$5.30 萬<0.1%−1,211−31.7%減碼歷史
TGTTarget CorpStock215$5.20 萬<0.1%+15+7.5%加碼歷史
AVTRAvantor, Inc.COM1,474$5.20 萬<0.1%+17+1.2%加碼歷史
CVSCVS Health CorpStock607$5.10 萬<0.1%00.0%不變歷史
TXNTexas Instruments IncStock263$5.10 萬<0.1%+41+18.5%加碼歷史
CDWCDW CorpCOM290$5.10 萬<0.1%00.0%不變歷史
Vanguard Real Estate ETF922908553ETF485$4.90 萬<0.1%+52+12.0%加碼–
MCHPMicrochip Technology IncStock329$4.90 萬<0.1%+44+15.4%加碼歷史
BACBank of America CorpStock1,153$4.80 萬<0.1%+17+1.5%加碼歷史
AMGNAmgen IncStock197$4.80 萬<0.1%+2+1.0%加碼歷史
OKTAOkta, Inc.CL A196$4.80 萬<0.1%+64+48.5%加碼歷史
TWLOTwilio IncCL A123$4.80 萬<0.1%+41+50.0%加碼歷史
DHIHorton D R IncCOM525$4.70 萬<0.1%−3−0.6%減碼歷史
HZNPHorizon Therapeutics Public Ltd CoSHS501$4.70 萬<0.1%00.0%不變歷史
BNYBank of New York Mellon CorpStock903$4.60 萬<0.1%+17+1.9%加碼歷史
PYPLPayPal Holdings, Inc.Stock159$4.60 萬<0.1%+4+2.6%加碼歷史
WisdomTree Tr97717X511YIELD ENHANCD US874$4.60 萬<0.1%+98+12.6%加碼–
TMUST-Mobile US, Inc.Stock311$4.50 萬<0.1%−8−2.5%減碼歷史
DEDeere & CoStock126$4.40 萬<0.1%+52+70.3%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF163$4.40 萬<0.1%+3+1.9%加碼–
FBINFortune Brands Innovations, Inc.COM440$4.40 萬<0.1%+72+19.6%加碼歷史
QRVOQorvo, Inc.Stock221$4.30 萬<0.1%+20+10.0%加碼歷史
CDNSCadence Design Systems IncStock316$4.30 萬<0.1%00.0%不變歷史
ZBRAZebra Technologies CorpCL A81$4.30 萬<0.1%00.0%不變歷史
DISWalt Disney CoStock239$4.20 萬<0.1%+6+2.6%加碼歷史
ABTAbbott LaboratoriesStock354$4.10 萬<0.1%00.0%不變歷史
DECKDeckers Outdoor CorpCOM108$4.10 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded Alp33735K108COM SHS363$4.00 萬<0.1%+18+5.2%加碼–
COUPCoupa Software IncCOM151$4.00 萬<0.1%+46+43.8%加碼歷史
BMYBristol Myers Squibb CoStock580$3.90 萬<0.1%00.0%不變歷史
BWABorgwarner IncCOM806$3.90 萬<0.1%00.0%不變歷史
DOVDOVER CorpCOM256$3.90 萬<0.1%00.0%不變歷史
Vanguard Total International Bond ETF92203J407ETF669$3.80 萬<0.1%+18+2.8%加碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF214$3.80 萬<0.1%+70+48.6%加碼–
BBYBest Buy Co IncStock327$3.80 萬<0.1%−35−9.7%減碼歷史
WDAYWorkday, Inc.CL A161$3.80 萬<0.1%+49+43.8%加碼歷史
TELTE Connectivity plcREG SHS283$3.80 萬<0.1%+16+6.0%加碼歷史
NSCNorfolk Southern CorpStock141$3.70 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072562AVANTIS CORE FI747$3.70 萬<0.1%+101+15.6%加碼–
NUENucor CorpCOM389$3.70 萬<0.1%−49−11.2%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF968$3.60 萬<0.1%+234+31.9%加碼–
ZBHZimmer Biomet Holdings, Inc.Stock222$3.60 萬<0.1%00.0%不變歷史
WMTWalmart Inc.Stock252$3.60 萬<0.1%+1+0.4%加碼歷史
PHParker-Hannifin CorpStock117$3.60 萬<0.1%−1−0.8%減碼歷史
iShares Tr46435G847MSCI ACWI EXUS1,099$3.60 萬<0.1%+1,099新進–
iShares Tr46434V803HDG MSCI EAFE1,045$3.60 萬<0.1%+1,045新進–
PXDPioneer Natural Resources CoCOM220$3.60 萬<0.1%00.0%不變歷史
MSCIMSCI Inc.Stock64$3.40 萬<0.1%+20+45.5%加碼歷史
NOWServiceNow, Inc.Stock61$3.40 萬<0.1%+20+48.8%加碼歷史
AVYAvery Dennison CorpCOM163$3.40 萬<0.1%−20−10.9%減碼歷史
TEAMAtlassian CorpCL A134$3.40 萬<0.1%+42+45.7%加碼歷史
ESEversource EnergyStock414$3.30 萬<0.1%+43+11.6%加碼歷史
AONAon plcCL A138$3.30 萬<0.1%00.0%不變歷史

2021 年第 1 季之後清倉（27 檔）

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

Lloyd Advisory Services, LLC. 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
VanEck Morningstar Wide Moat ETF92189F643ETF2,674$18.5 萬0.1%–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW3,526$18.5 萬0.1%–
iShares Tr464288646ISHS 1-5YR INVS3,173$17.3 萬0.1%–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL2,673$15.6 萬0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF759$9.90 萬0.1%–
MTZMastec IncCOM581$5.40 萬<0.1%歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH1,022$4.50 萬<0.1%歷史
FS KKR Cap Corp II35952V303COM1,515$3.00 萬<0.1%–
Vanguard World FD921910873MEGA CAP INDEX189$2.70 萬<0.1%–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 179$2.60 萬<0.1%歷史
iShares S&P 100 ETF464287101ETF131$2.40 萬<0.1%–
LUVSouthwest Airlines CoCOM223$1.40 萬<0.1%歷史
ALKAlaska Air Group, Inc.COM79$5,000<0.1%歷史
RTXRTX CorpStock21$2,000<0.1%歷史
Schwab US Tips ETF808524870ETF13$1,000<0.1%–
CARRCarrier Global CorpStock20$1,000<0.1%歷史
OTISOtis Worldwide CorpStock10$1,000<0.1%歷史
FNFFidelity National Financial, Inc.COM SHS25$1,000<0.1%歷史
WisdomTree Tr97717W851JAPN HEDGE EQT16$1,000<0.1%–
KTOSKratos Defense & Security Solutions, Inc.COM NEW33$1,000<0.1%歷史
BKIBlack Knight, Inc.COM7$1,000<0.1%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF4$00.0%–
iShares Tr464288166AGENCY BOND ETF1$00.0%–
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH2$00.0%–
CNNECannae Holdings, Inc.COM8$00.0%歷史
JAXJ. Alexander's Holdings, Inc.COM1$00.0%歷史
TTOOT2 Biosystems, Inc.COM132$00.0%歷史