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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 4 季持倉

持倉截至 2021/12/31，2022/1/26 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
445
較 2021 年第 3 季 +41
總值
$2.17 億
較 2021 年第 3 季 +$2,254 萬 (+11.6%)
申報日
2022/1/26
SEC
Lloyd Advisory Services, LLC. 在 2021 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
KEYKeycorpCOM1,493$3.50 萬<0.1%+117+8.5%加碼歷史
GMGeneral Motors CoCOM595$3.50 萬<0.1%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF910$3.60 萬<0.1%+1+0.1%加碼–
DFSDiscover Financial ServicesCOM322$3.70 萬<0.1%00.0%不變歷史
PXDPioneer Natural Resources CoCOM202$3.70 萬<0.1%00.0%不變歷史
AXPAmerican Express CoStock230$3.80 萬<0.1%00.0%不變歷史
NSCNorfolk Southern CorpStock131$3.90 萬<0.1%00.0%不變歷史
Vanguard Total International Bond ETF92203J407ETF705$3.90 萬<0.1%+16+2.3%加碼–
PFGPrincipal Financial Group IncCOM537$3.90 萬<0.1%+42+8.5%加碼歷史
First Tr Exchange-Traded FD33739Q705FT VEST S&P 500682$3.90 萬<0.1%+64+10.4%加碼–
GSGoldman Sachs Group IncStock105$4.00 萬<0.1%+94+854.5%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF140$4.00 萬<0.1%−24−14.6%減碼–
VMCVulcan Materials COCOM193$4.00 萬<0.1%+193新進歷史
DECKDeckers Outdoor CorpCOM110$4.00 萬<0.1%00.0%不變歷史
iShares Tr46429B366CMBS ETF754$4.00 萬<0.1%+154+25.7%加碼–
iShares Tr46435G474FALN ANGLS USD1,322$4.00 萬<0.1%+1,322新進–
CVNACarvana Co.CL A173$4.00 萬<0.1%+69+66.3%加碼歷史
IBMInternational Business Machines CorpStock304$4.10 萬<0.1%−515−62.9%減碼歷史
iShares Tips Bond ETF464287176ETF322$4.20 萬<0.1%+280+666.7%加碼–
QCOMQualcomm IncStock227$4.20 萬<0.1%+14+6.6%加碼歷史
PWRQuanta Services, Inc.COM362$4.20 萬<0.1%+362新進歷史
GLWCorning IncCOM1,124$4.20 萬<0.1%+1,124新進歷史
SPDR Series Trust78464A383ST STR BACKE ETF1,669$4.20 萬<0.1%+286+20.7%加碼–
EMREmerson Electric CoStock458$4.30 萬<0.1%+42+10.1%加碼歷史
DOVDOVER CorpCOM236$4.30 萬<0.1%−1−0.4%減碼歷史
Vanguard World FD921910873MEGA CAP INDEX258$4.30 萬<0.1%+258新進–
URIUnited Rentals, Inc.COM130$4.30 萬<0.1%+130新進歷史
TELTE Connectivity plcREG SHS266$4.30 萬<0.1%00.0%不變歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF214$4.40 萬<0.1%00.0%不變–
FBINFortune Brands Innovations, Inc.COM412$4.40 萬<0.1%00.0%不變歷史
ZBRAZebra Technologies CorpCL A74$4.40 萬<0.1%−1−1.3%減碼歷史
SYNHSyneos Health, Inc.CL A427$4.40 萬<0.1%00.0%不變歷史
CATCaterpillar IncStock220$4.50 萬<0.1%+213+3,042.9%加碼歷史
ABTAbbott LaboratoriesStock323$4.50 萬<0.1%00.0%不變歷史
TXNTexas Instruments IncStock246$4.60 萬<0.1%00.0%不變歷史
MLMMartin Marietta Materials IncCOM107$4.70 萬<0.1%+107新進歷史
ADBEAdobe Inc.Stock85$4.80 萬<0.1%00.0%不變歷史
ESEversource EnergyStock529$4.80 萬<0.1%+18+3.5%加碼歷史
BNYBank of New York Mellon CorpStock843$4.90 萬<0.1%00.0%不變歷史
First Trust Dow Jones Internet Index Fund33733E302ETF217$4.90 萬<0.1%+15+7.4%加碼–
JPMJPMorgan Chase & CoStock315$5.00 萬<0.1%−36−10.3%減碼歷史
HZNPHorizon Therapeutics Public Ltd CoSHS466$5.00 萬<0.1%00.0%不變歷史
PRUPrudential Financial IncStock468$5.10 萬<0.1%+105+28.9%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF318$5.20 萬<0.1%+35+12.4%加碼–
AVTRAvantor, Inc.COM1,239$5.20 萬<0.1%00.0%不變歷史
First Trust Financials Alphadex Fund33734X135ETF1,166$5.40 萬<0.1%+121+11.6%加碼–
MCHPMicrochip Technology IncStock616$5.40 萬<0.1%00.0%不變依 2 比 1 拆股換算歷史
DHIHorton D R IncCOM501$5.40 萬<0.1%00.0%不變歷史
METAMeta Platforms, Inc.Stock165$5.50 萬<0.1%−17−9.3%減碼歷史
CDNSCadence Design Systems IncStock297$5.50 萬<0.1%00.0%不變歷史
iShares Tr464288687PFD AND INCM SEC1,405$5.50 萬<0.1%+9+0.6%加碼–
CTSHCognizant Technology Solutions CorpCL A616$5.50 萬<0.1%00.0%不變歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF670$5.60 萬<0.1%−4,644−87.4%減碼–
CDWCDW CorpCOM273$5.60 萬<0.1%00.0%不變歷史
OXYOccidental Petroleum CorpStock1,967$5.70 萬<0.1%+1,967新進歷史
SLBSLB LimitedStock1,887$5.70 萬<0.1%+1,887新進歷史
WMWaste Management IncStock346$5.80 萬<0.1%+346新進歷史
SYYSysco CorpStock740$5.80 萬<0.1%+740新進歷史
TTETotalEnergies SESPONSORED ADS1,167$5.80 萬<0.1%+1,167新進歷史
CVSCVS Health CorpStock571$5.90 萬<0.1%00.0%不變歷史
TGTTarget CorpStock253$5.90 萬<0.1%+6+2.4%加碼歷史
IRTIndependence Realty Trust, Inc.COM–$5.90 萬<0.1%–新進歷史
MROMarathon Oil CorpCOM3,614$5.90 萬<0.1%+3,614新進歷史
FCXFreeport-McMoran IncStock1,447$6.00 萬<0.1%+1,447新進歷史
CAGConagra Brands Inc.Stock1,756$6.00 萬<0.1%+1,756新進歷史
LRCXLam Research CorpCOM83$6.00 萬<0.1%00.0%不變歷史
PEPPepsiCo IncStock355$6.20 萬<0.1%−593−62.6%減碼歷史
Schwab US Dividend Equity ETF808524797ETF769$6.20 萬<0.1%+500+185.9%加碼–
RFRegions Financial CorpCOM2,855$6.20 萬<0.1%−1,086−27.6%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM1,195$6.20 萬<0.1%+1,195新進歷史
PEGPublic Service Enterprise Group IncCOM949$6.30 萬<0.1%+10+1.1%加碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD770$6.30 萬<0.1%−7,335−90.5%減碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF367$6.40 萬<0.1%00.0%不變–
ETNEaton Corp plcStock378$6.50 萬<0.1%+246+186.4%加碼歷史
iShares Tr464289875CORE 40 MODE ETF1,420$6.50 萬<0.1%−5,353−79.0%減碼–
COUPCoupa Software IncCOM416$6.60 萬<0.1%+102+32.5%加碼歷史
CMCSAComcast CorpStock1,323$6.70 萬<0.1%+26+2.0%加碼歷史
AMTAmerican Tower CorpREIT–$6.70 萬<0.1%––歷史
American Centy ETF Tr025072562AVANTIS CORE FI1,383$6.70 萬<0.1%+245+21.5%加碼–
DISWalt Disney CoStock442$6.80 萬<0.1%−3−0.7%減碼歷史
TLSTelos CorpCOM4,428$6.80 萬<0.1%−1,500−25.3%減碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF1,641$6.90 萬<0.1%+1,190+263.9%加碼–
iShares Tr46428951110+ YR INVST GRD1,003$7.00 萬<0.1%+795+382.2%加碼–
WYWeyerhaeuser CoCOM NEW1,713$7.10 萬<0.1%+30+1.8%加碼歷史
DLRDigital Realty Trust, Inc.COM–$7.20 萬<0.1%––歷史
IPGInterpublic Group of Companies, Inc.COM1,934$7.20 萬<0.1%+94+5.1%加碼歷史
iShares Tr464287333GLOBAL FINLS ETF929$7.40 萬<0.1%+818+736.9%加碼–
LMTLockheed Martin CorpStock211$7.50 萬<0.1%+166+368.9%加碼歷史
UUnity Software Inc.COM524$7.50 萬<0.1%+103+24.5%加碼歷史
NEENextera Energy IncStock852$8.00 萬<0.1%+450+111.9%加碼歷史
MSCIMSCI Inc.Stock132$8.10 萬<0.1%+21+18.9%加碼歷史
NOWServiceNow, Inc.Stock125$8.10 萬<0.1%+23+22.5%加碼歷史
DEDeere & CoStock237$8.10 萬<0.1%+118+99.2%加碼歷史
iShares Tr464287796U.S. ENERGY ETF2,724$8.20 萬<0.1%+2,505+1,143.8%加碼–
MSMorgan StanleyStock842$8.30 萬<0.1%+316+60.1%加碼歷史
FITBFifth Third BancorpCOM1,951$8.50 萬<0.1%+1,951新進歷史
CMAComerica IncCOM979$8.50 萬<0.1%+979新進歷史
SPDR Series Trust78468R101ST SHO TREAS ETF2,840$8.60 萬<0.1%+524+22.6%加碼–
OKEONEOK IncCOM1,471$8.60 萬<0.1%+983+201.4%加碼歷史
GOOGLAlphabet Inc.Stock30$8.70 萬<0.1%00.0%不變歷史

2021 年第 3 季之後清倉（27 檔）

2021 年第 3 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 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
Vanguard Morningstar Small-Cap Growth ETF922908595ETF11,632$325.9 萬1.7%–
SHOPShopify Inc.Stock44$6.00 萬<0.1%歷史
Vanguard Health Care ETF92204A504ETF167$4.10 萬<0.1%–
ZBHZimmer Biomet Holdings, Inc.Stock220$3.20 萬<0.1%歷史
iShares Tr464287119MORNINGSTAR GRWT395$2.60 萬<0.1%–
Vanguard Index FDS922908652EXTEND MKT ETF100$1.80 萬<0.1%–
FISVFiserv IncStock55$6,000<0.1%歷史
PAYXPaychex IncStock47$5,000<0.1%歷史
ADPAutomatic Data Processing IncStock26$5,000<0.1%歷史
HUMHumana IncStock9$4,000<0.1%歷史
VMRKVivmark ResidentialSH BEN INT–$4,000<0.1%歷史
MUMicron Technology IncStock36$3,000<0.1%歷史
AMATApplied Materials IncStock26$3,000<0.1%歷史
TROWPrice T Rowe Group IncStock14$3,000<0.1%歷史
TTTrane Technologies plcSHS15$3,000<0.1%歷史
HONHoneywell International IncCOM12$3,000<0.1%歷史
CBChubb LtdStock12$2,000<0.1%歷史
IQVIQVIA Holdings Inc.Stock10$2,000<0.1%歷史
GDGeneral Dynamics CorpStock12$2,000<0.1%歷史
TJXTJX Companies IncStock36$2,000<0.1%歷史
GPNGlobal Payments IncStock14$2,000<0.1%歷史
STZConstellation Brands, Inc.Stock8$2,000<0.1%歷史
SIRISirius XM Holdings Inc.COM342$2,000<0.1%歷史
ROSTRoss Stores, Inc.COM11$1,000<0.1%歷史
Vanguard Information Technology ETF92204A702ETF1$00.0%–
iShares Tr464288307MRGSTR MD CP GRW6$00.0%–
iShares Tr46429B291A RATE CP BD ETF5$00.0%–