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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
GOOGAlphabet Inc.Stock60$17.4 萬0.1%−5−7.7%減碼歷史
CWSTCasella Waste Systems IncCL A2,042$17.4 萬0.1%+377+22.6%加碼歷史
NGGNational Grid PLCSPONSORED ADR NE2,360$17.1 萬0.1%−27−1.1%減碼歷史
HBANHuntington Bancshares IncCOM11,049$17.0 萬0.1%+232+2.1%加碼歷史
Victory Portfolios II92647N535SHORT TRM BD ETF3,275$16.8 萬0.1%+3,275新進–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF3,345$16.6 萬0.1%+3,345新進–
iShares Inc46434G764MSCI EMRG CHN2,746$16.6 萬0.1%+2,746新進–
WisdomTree Tr97717X628FLOATNG RAT TREA6,362$16.0 萬0.1%−49,307−88.6%減碼–
CSCOCisco Systems, Inc.Stock2,504$15.9 萬0.1%−1,219−32.7%減碼歷史
KMBKimberly Clark CorpStock1,109$15.8 萬0.1%+191+20.8%加碼歷史
VODVodafone Group Public Ltd CoADR9,879$14.7 萬0.1%−259−2.6%減碼歷史
WMBWilliams Companies, Inc.COM5,597$14.6 萬0.1%+1,029+22.5%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF3,179$14.2 萬0.1%+2,802+743.2%加碼–
Vanguard Long-Term Treasury ETF92206C847ETF1,591$14.2 萬0.1%+16+1.0%加碼–
TFCTruist Financial CorpCOM2,429$14.2 萬0.1%+55+2.3%加碼歷史
MOAltria Group, Inc.Stock2,888$13.7 萬0.1%+54+1.9%加碼歷史
GISGeneral Mills IncStock2,022$13.6 萬0.1%+51+2.6%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF1,174$13.5 萬0.1%−44−3.6%減碼–
AAPLApple Inc.Stock747$13.3 萬0.1%00.0%不變歷史
MDLZMondelez International, Inc.Stock1,960$13.0 萬0.1%+8+0.4%加碼歷史
BACBank of America CorpStock2,839$12.6 萬0.1%+1,859+189.7%加碼歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT2,516$12.6 萬0.1%−2,694−51.7%減碼–
AMGNAmgen IncStock556$12.5 萬0.1%+141+34.0%加碼歷史
EFXEquifax IncCOM426$12.5 萬0.1%+1+0.2%加碼歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF3,982$12.3 萬0.1%+3,123+363.6%加碼–
SPDR Series Trust78464A201ST STR SP600GRWO1,307$12.1 萬0.1%−47−3.5%減碼–
PPLPPL CorpCOM3,985$12.0 萬0.1%+71+1.8%加碼歷史
American Centy ETF Tr025072877US SML CP VALU1,498$11.9 萬0.1%+79+5.6%加碼–
VEEVVeeva Systems IncStock457$11.7 萬0.1%+82+21.9%加碼歷史
Invesco QQQ Trust Series I46090E103ETF290$11.5 萬0.1%−8,979−96.9%減碼–
CMCanadian Imperial Bank of CommerceCOM961$11.2 萬0.1%−482−33.4%減碼歷史
WisdomTree Tr97717X511YIELD ENHANCD US2,101$10.9 萬0.1%+248+13.4%加碼–
iShares Core High Dividend ETF46429B663ETF1,039$10.5 萬<0.1%−898−46.4%減碼–
TWLOTwilio IncCL A394$10.4 萬<0.1%+187+90.3%加碼歷史
TEAMAtlassian CorpCL A273$10.4 萬<0.1%+53+24.1%加碼歷史
TRPTC Energy CorpCOM2,083$9.70 萬<0.1%−36−1.7%減碼歷史
KOCoca Cola CoStock1,614$9.60 萬<0.1%−623−27.8%減碼歷史
OKTAOkta, Inc.CL A417$9.30 萬<0.1%+80+23.7%加碼歷史
BMYBristol Myers Squibb CoStock1,434$8.90 萬<0.1%+1,434新進歷史
NUENucor CorpCOM783$8.90 萬<0.1%+485+162.8%加碼歷史
iShares Tr464289859CORE 80 20 ETF1,218$8.90 萬<0.1%+17+1.4%加碼–
ORealty Income CorpREIT–$8.80 萬<0.1%––歷史
WDAYWorkday, Inc.CL A323$8.80 萬<0.1%+56+21.0%加碼歷史
GOOGLAlphabet Inc.Stock30$8.70 萬<0.1%00.0%不變歷史
METMetlife IncStock1,391$8.70 萬<0.1%+1,391新進歷史
LNCLincoln National CorpCOM1,280$8.70 萬<0.1%+1,280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
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
MSMorgan StanleyStock842$8.30 萬<0.1%+316+60.1%加碼歷史
iShares Tr464287796U.S. ENERGY ETF2,724$8.20 萬<0.1%+2,505+1,143.8%加碼–
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
NEENextera Energy IncStock852$8.00 萬<0.1%+450+111.9%加碼歷史
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
iShares Tr464287333GLOBAL FINLS ETF929$7.40 萬<0.1%+818+736.9%加碼–
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
WYWeyerhaeuser CoCOM NEW1,713$7.10 萬<0.1%+30+1.8%加碼歷史
iShares Tr46428951110+ YR INVST GRD1,003$7.00 萬<0.1%+795+382.2%加碼–
SPDR Series Trust78464A664ST LON TREAS ETF1,641$6.90 萬<0.1%+1,190+263.9%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
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–
COUPCoupa Software IncCOM416$6.60 萬<0.1%+102+32.5%加碼歷史
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–
State Street Technology Select Sector SPDR ETF81369Y803ETF367$6.40 萬<0.1%00.0%不變–
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–
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
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
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
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
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
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
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
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

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%–