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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
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
PRUPrudential Financial IncStock468$5.10 萬<0.1%+105+28.9%加碼歷史
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
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–
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
MLMMartin Marietta Materials IncCOM107$4.70 萬<0.1%+107新進歷史
TXNTexas Instruments IncStock246$4.60 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
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
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
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–
IBMInternational Business Machines CorpStock304$4.10 萬<0.1%−515−62.9%減碼歷史
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
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–
AXPAmerican Express CoStock230$3.80 萬<0.1%00.0%不變歷史
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
State Street Financial Select Sector SPDR ETF81369Y605ETF910$3.60 萬<0.1%+1+0.1%加碼–
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
PLDPrologis, Inc.REIT–$3.40 萬<0.1%––歷史
TSLATesla, Inc.Stock32$3.40 萬<0.1%+32新進歷史
WMTWalmart Inc.Stock232$3.40 萬<0.1%−58−20.0%減碼歷史
PHParker-Hannifin CorpStock107$3.40 萬<0.1%00.0%不變歷史
VLOValero Energy CorpStock442$3.30 萬<0.1%+39+9.7%加碼歷史
BBYBest Buy Co IncStock324$3.30 萬<0.1%00.0%不變歷史
CNPCenterpoint Energy IncCOM1,195$3.30 萬<0.1%+96+8.7%加碼歷史
AVYAvery Dennison CorpCOM152$3.30 萬<0.1%00.0%不變歷史
FISFidelity National Information Services, Inc.Stock293$3.20 萬<0.1%+2+0.7%加碼歷史
QRVOQorvo, Inc.Stock204$3.20 萬<0.1%00.0%不變歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF222$3.10 萬<0.1%00.0%不變–
BRK.BBerkshire Hathaway IncStock105$3.10 萬<0.1%+100+2,000.0%加碼歷史
FSKFS KKR Capital CorpCOM1,474$3.10 萬<0.1%+19+1.3%加碼歷史
CFCF Industries Holdings, Inc.COM444$3.10 萬<0.1%+31+7.5%加碼歷史
SCHWSchwab Charles CorpStock339$2.90 萬<0.1%+339新進歷史
KDPKeurig Dr Pepper Inc.COM787$2.90 萬<0.1%00.0%不變歷史
LYBLyondellBasell Industries N.V.SHS - A -318$2.90 萬<0.1%+31+10.8%加碼歷史
WisdomTree Tr97717X578EM EX ST-OWNED796$2.90 萬<0.1%−4,074−83.7%減碼–
iShares Core MSCI Eafe ETF46432F842ETF370$2.80 萬<0.1%−2,090−85.0%減碼–
SHWSherwin Williams CoCOM80$2.80 萬<0.1%00.0%不變歷史
ETREntergy CorpCOM236$2.70 萬<0.1%+21+9.8%加碼歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID1,072$2.70 萬<0.1%+11+1.0%加碼–
STXSeagate Technology Holdings plcORD SHS239$2.70 萬<0.1%+18+8.1%加碼歷史
DOWDow Inc.Stock452$2.60 萬<0.1%+452新進歷史
EIXEdison InternationalStock384$2.60 萬<0.1%+30+8.5%加碼歷史
SPDR Index Shs FDS78463X459ST STR SP GLBDIV391$2.60 萬<0.1%+2+0.5%加碼–
IPInternational Paper CoCOM551$2.60 萬<0.1%+59+12.0%加碼歷史
LUMNLumen Technologies, Inc.Stock1,981$2.50 萬<0.1%+185+10.3%加碼歷史
TPLTexas Pacific Land CorpStock20$2.50 萬<0.1%+20新進歷史
iShares Tr46432F388MSCI USA VALUE228$2.50 萬<0.1%+2+0.9%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF212$2.40 萬<0.1%+1+0.5%加碼–
EXCExelon CorpStock407$2.40 萬<0.1%+31+8.2%加碼歷史
FEFirstenergy CorpCOM584$2.40 萬<0.1%+49+9.2%加碼歷史
MCDMcDonalds CorpStock85$2.30 萬<0.1%+5+6.3%加碼歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG695$2.30 萬<0.1%+2+0.3%加碼–
WUWestern Union COStock1,245$2.20 萬<0.1%+153+14.0%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF206$2.20 萬<0.1%+1+0.5%加碼–
First Tr Exchange-Traded Alp33735J101COM SHS309$2.20 萬<0.1%−18−5.5%減碼–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL300$2.20 萬<0.1%+300新進–
OGEOGE Energy Corp.COM562$2.20 萬<0.1%+48+9.3%加碼歷史
Global X FDS37950E291GLOBX SUPDV US1,080$2.20 萬<0.1%+9+0.8%加碼–
GPCGenuine Parts CoStock146$2.00 萬<0.1%+13+9.8%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD1,393$2.00 萬<0.1%00.0%不變–
AORTArtivion, Inc.COM1,000$2.00 萬<0.1%00.0%不變歷史
WRKWestRock CoCOM458$2.00 萬<0.1%+44+10.6%加碼歷史
LEGLeggett & Platt IncStock457$1.90 萬<0.1%+47+11.5%加碼歷史
PKGPackaging Corp of AmericaStock140$1.90 萬<0.1%+13+10.2%加碼歷史
IVZInvesco Ltd.Stock815$1.90 萬<0.1%+79+10.7%加碼歷史
LNTAlliant Energy CorpStock312$1.90 萬<0.1%+27+9.5%加碼歷史
SRESempraStock146$1.90 萬<0.1%−12−7.6%減碼歷史
iShares Tr464288414NATIONAL MUN ETF160$1.90 萬<0.1%+4+2.6%加碼–
DTEDte Energy CoCOM163$1.90 萬<0.1%+16+10.9%加碼歷史
GRMNGarmin LtdSHS140$1.90 萬<0.1%+12+9.4%加碼歷史
CMSCMS Energy CorpCOM271$1.80 萬<0.1%+24+9.7%加碼歷史
KHCKraft Heinz CoStock470$1.70 萬<0.1%+5+1.1%加碼歷史

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%–