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Livermore
Livermore
中文EN

Lloyd Advisory Services, LLC.

SEC CIK
0001802474
最新申報
2026/8/7

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/5/2 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
624
較 2021 年第 4 季 +179
總值
$2.15 億
較 2021 年第 4 季 −$229.3 萬 (−1.1%)
申報日
2022/5/2
SEC
Lloyd Advisory Services, LLC. 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
TPRTapestry, Inc.COM626$2.30 萬<0.1%+626新進歷史
CTXSCitrix Systems IncCOM223$2.30 萬<0.1%+223新進歷史
PKGPackaging Corp of AmericaStock152$2.40 萬<0.1%+12+8.6%加碼歷史
AMATApplied Materials IncStock184$2.40 萬<0.1%+184新進歷史
DTEDte Energy CoCOM183$2.40 萬<0.1%+20+12.3%加碼歷史
MARMarriott International IncStock144$2.50 萬<0.1%+144新進歷史
CPTCamden Property TrustREIT–$2.50 萬<0.1%–新進歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID989$2.50 萬<0.1%−83−7.7%減碼–
OGEOGE Energy Corp.COM610$2.50 萬<0.1%+48+8.5%加碼歷史
SPDR Index Shs FDS78463X459ST STR SP GLBDIV364$2.50 萬<0.1%−27−6.9%減碼–
iShares Tr46434V282U S EQUITY FACTR553$2.50 萬<0.1%+553新進–
WRKWestRock CoCOM531$2.50 萬<0.1%+73+15.9%加碼歷史
LUMNLumen Technologies, Inc.Stock2,314$2.60 萬<0.1%+333+16.8%加碼歷史
DHRDanaher CorpStock89$2.60 萬<0.1%+89新進歷史
First Trust Dow Jones Internet Index Fund33733E302ETF138$2.60 萬<0.1%−79−36.4%減碼–
ORLYO Reilly Automotive IncStock38$2.60 萬<0.1%+38新進歷史
SRESempraStock156$2.60 萬<0.1%+10+6.8%加碼歷史
GMGeneral Motors CoCOM597$2.60 萬<0.1%+2+0.3%加碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK762$2.60 萬<0.1%+762新進歷史
AVYAvery Dennison CorpCOM152$2.60 萬<0.1%00.0%不變歷史
EXLSExlService Holdings, Inc.COM189$2.70 萬<0.1%+189新進歷史
WHWyndham Hotels & Resorts, Inc.COM322$2.70 萬<0.1%+322新進歷史
NEMNEWMONT CorpStock357$2.80 萬<0.1%+357新進歷史
WUWestern Union COStock1,495$2.80 萬<0.1%+250+20.1%加碼歷史
INTCIntel CorpStock587$2.90 萬<0.1%+567+2,835.0%加碼歷史
EIXEdison InternationalStock409$2.90 萬<0.1%+25+6.5%加碼歷史
LULUlululemon athletica inc.Stock79$2.90 萬<0.1%+79新進歷史
SCHWSchwab Charles CorpStock339$2.90 萬<0.1%00.0%不變歷史
Vanguard World FD921910840MEGA CAP VAL ETF266$2.90 萬<0.1%+266新進–
JAZZJazz Pharmaceuticals plcSHS USD189$2.90 萬<0.1%+189新進歷史
FEFirstenergy CorpCOM631$2.90 萬<0.1%+47+8.0%加碼歷史
BABoeing CoStock155$3.00 萬<0.1%+142+1,092.3%加碼歷史
CICigna GroupStock125$3.00 萬<0.1%+125新進歷史
BBYBest Buy Co IncStock333$3.00 萬<0.1%+9+2.8%加碼歷史
PHParker-Hannifin CorpStock107$3.00 萬<0.1%00.0%不變歷史
CMGChipotle Mexican Grill IncCOM19$3.00 萬<0.1%+19新進歷史
ETREntergy CorpCOM255$3.00 萬<0.1%+19+8.1%加碼歷史
KDPKeurig Dr Pepper Inc.COM798$3.00 萬<0.1%+11+1.4%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF1,263$3.10 萬<0.1%+1,263新進–
CBRECbre Group, Inc.CL A337$3.10 萬<0.1%+337新進歷史
ZBRAZebra Technologies CorpCL A74$3.10 萬<0.1%00.0%不變歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF465$3.20 萬<0.1%+326+234.5%加碼–
AVGOBroadcom Inc.Stock51$3.20 萬<0.1%+46+920.0%加碼歷史
IRMIron Mountain IncCOM–$3.20 萬<0.1%–新進歷史
IPInternational Paper CoCOM681$3.20 萬<0.1%+130+23.6%加碼歷史
NFLXNetflix IncStock87$3.30 萬<0.1%+83+2,075.0%加碼歷史
MCHPMicrochip Technology IncStock437$3.30 萬<0.1%−179−29.1%減碼歷史
KEYKeycorpCOM1,528$3.40 萬<0.1%+35+2.3%加碼歷史
FSKFS KKR Capital CorpCOM1,493$3.40 萬<0.1%+19+1.3%加碼歷史
HPHelmerich & Payne, Inc.COM802$3.40 萬<0.1%+177+28.3%加碼歷史
GSGoldman Sachs Group IncStock105$3.50 萬<0.1%00.0%不變歷史
LHXL3HARRIS Technologies, Inc.Stock139$3.50 萬<0.1%+139新進歷史
iShares Core S&P Mid-Cap ETF464287507ETF130$3.50 萬<0.1%−10−7.1%減碼–
DOVDOVER CorpCOM223$3.50 萬<0.1%−13−5.5%減碼歷史
CCitigroup IncStock680$3.60 萬<0.1%+672+8,400.0%加碼歷史
Vanguard Total International Bond ETF92203J407ETF707$3.70 萬<0.1%+2+0.3%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF484$3.70 萬<0.1%+210+76.6%加碼–
LYBLyondellBasell Industries N.V.SHS - A -358$3.70 萬<0.1%+40+12.6%加碼歷史
NSCNorfolk Southern CorpStock132$3.80 萬<0.1%+1+0.8%加碼歷史
First Tr Exchange-Traded FD33739Q705FT VEST S&P 500691$3.80 萬<0.1%+9+1.3%加碼–
DHIHorton D R IncCOM506$3.80 萬<0.1%+5+1.0%加碼歷史
ABTAbbott LaboratoriesStock326$3.90 萬<0.1%+3+0.9%加碼歷史
iShares Tr46429B366CMBS ETF790$3.90 萬<0.1%+36+4.8%加碼–
iShares Tr464287630RUS 2000 VAL ETF240$3.90 萬<0.1%+240新進–
ACNAccenture plcStock119$4.00 萬<0.1%+83+230.6%加碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF453$4.00 萬<0.1%+280+161.8%加碼–
TMOThermo Fisher Scientific Inc.Stock67$4.00 萬<0.1%+50+294.1%加碼歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF517$4.00 萬<0.1%−42,828−98.8%減碼–
CFCF Industries Holdings, Inc.COM388$4.00 萬<0.1%−56−12.6%減碼歷史
WFCWells Fargo & CompanyStock845$4.10 萬<0.1%+828+4,870.6%加碼歷史
SHWSherwin Williams CoCOM164$4.10 萬<0.1%+84+105.0%加碼歷史
PFGPrincipal Financial Group IncCOM560$4.10 萬<0.1%+23+4.3%加碼歷史
TELTE Connectivity plcREG SHS312$4.10 萬<0.1%+46+17.3%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF413$4.20 萬<0.1%+207+100.5%加碼–
TJXTJX Companies IncStock694$4.20 萬<0.1%+694新進歷史
AVTRAvantor, Inc.COM1,237$4.20 萬<0.1%−2−0.2%減碼歷史
HUBSHubSpot IncCOM89$4.20 萬<0.1%+89新進歷史
SPDR Series Trust78464A383ST STR BACKE ETF1,766$4.20 萬<0.1%+97+5.8%加碼–
MNSTMonster Beverage CorpCOM543$4.30 萬<0.1%+543新進歷史
BNYBank of New York Mellon CorpStock892$4.40 萬<0.1%+49+5.8%加碼歷史
VLOValero Energy CorpStock435$4.40 萬<0.1%−7−1.6%減碼歷史
IBMInternational Business Machines CorpStock341$4.40 萬<0.1%+37+12.2%加碼歷史
TLSTelos CorpCOM4,428$4.40 萬<0.1%00.0%不變歷史
BRK.BBerkshire Hathaway IncStock128$4.50 萬<0.1%+23+21.9%加碼歷史
LRCXLam Research CorpCOM83$4.50 萬<0.1%00.0%不變歷史
LLYEli Lilly & CoStock161$4.60 萬<0.1%+161新進歷史
AXPAmerican Express CoStock248$4.60 萬<0.1%+18+7.8%加碼歷史
ALLAllstate CorpStock338$4.70 萬<0.1%+338新進歷史
CSLCarlisle Companies IncCOM190$4.70 萬<0.1%+190新進歷史
COUPCoupa Software IncCOM467$4.70 萬<0.1%+51+12.3%加碼歷史
ADIAnalog Devices IncStock290$4.80 萬<0.1%+288+14,400.0%加碼歷史
CTSHCognizant Technology Solutions CorpCL A535$4.80 萬<0.1%−81−13.1%減碼歷史
COSTCostco Wholesale CorpStock85$4.90 萬<0.1%+85新進歷史
KOCoca Cola CoStock784$4.90 萬<0.1%−830−51.4%減碼歷史
ESEversource EnergyStock557$4.90 萬<0.1%+28+5.3%加碼歷史
COPConocoPhillipsStock488$4.90 萬<0.1%+267+120.8%加碼歷史
CDWCDW CorpCOM275$4.90 萬<0.1%+2+0.7%加碼歷史
HZNPHorizon Therapeutics Public Ltd CoSHS468$4.90 萬<0.1%+2+0.4%加碼歷史
PRUPrudential Financial IncStock419$5.00 萬<0.1%−49−10.5%減碼歷史
CVSCVS Health CorpStock493$5.00 萬<0.1%−78−13.7%減碼歷史

2021 年第 4 季之後清倉（50 檔）

2021 年第 4 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 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW85,245$444.0 萬2.0%–
Vanguard World FD921910816MEGA GRWTH IND2,751$71.7 萬0.3%–
iShares Tr464288588MBS ETF5,777$62.1 萬0.3%–
iShares Tr4642874407-10 YR TRSY BD3,834$44.1 萬0.2%–
Kraneshares Tr500767736QUADRTC INT RT13,998$37.6 萬0.2%–
iShares Tr464287150CORE S&P TTL STK2,872$30.7 萬0.1%–
ENBEnbridge IncStock5,172$20.2 萬0.1%歷史
ULUnilever PLCSPON ADR NEW3,721$20.0 萬0.1%歷史
WisdomTree Tr97717X628FLOATNG RAT TREA6,362$16.0 萬0.1%–
iShares Tr464287333GLOBAL FINLS ETF929$7.40 萬<0.1%–
IRTIndependence Realty Trust, Inc.COM–$5.90 萬<0.1%歷史
CDNSCadence Design Systems IncStock297$5.50 萬<0.1%歷史
First Trust Financials Alphadex Fund33734X135ETF1,166$5.40 萬<0.1%–
FBINFortune Brands Innovations, Inc.COM412$4.40 萬<0.1%歷史
SYNHSyneos Health, Inc.CL A427$4.40 萬<0.1%歷史
DECKDeckers Outdoor CorpCOM110$4.00 萬<0.1%歷史
DFSDiscover Financial ServicesCOM322$3.70 萬<0.1%歷史
QRVOQorvo, Inc.Stock204$3.20 萬<0.1%歷史
FNVFranco Nevada CorpStock62$9,000<0.1%歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT–$7,000<0.1%歷史
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF33$6,000<0.1%–
CMECME Group Inc.COM25$6,000<0.1%歷史
CVEOCiveo CorpCOM NEW326$6,000<0.1%歷史
HHCHoward Hughes CorpCOM62$6,000<0.1%歷史
ACGPAssociated Capital Group, Inc.CL A108$5,000<0.1%歷史
WPMWheaton Precious Metals Corp.COM97$4,000<0.1%歷史
AREAlexandria Real Estate Equities, Inc.COM–$4,000<0.1%歷史
DNPDNP Select Income Fund IncCOM372$4,000<0.1%歷史
WENWendy's CoStock144$3,000<0.1%歷史
iShares Core S&P U.S. Growth ETF464287671ETF23$3,000<0.1%–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF30$3,000<0.1%–
Liberty Media Corp531229409COM A SIRIUSXM55$3,000<0.1%–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT40$2,000<0.1%–
BAMBrookfield Asset Management Ltd.CL A LTD VT SH32$2,000<0.1%歷史
FWONKLiberty Media CorpCOM SER C FRMLA30$2,000<0.1%歷史
MSGSMadison Square Garden Sports Corp.CL A4$1,000<0.1%歷史
CBOECboe Global Markets, Inc.COM9$1,000<0.1%歷史
YAlleghany CorpCOM1$1,000<0.1%歷史
GBLGamco Investors, Inc. Et AlCL A COM54$1,000<0.1%歷史
FWONALiberty Media CorpCOM SER A FRMLA13$1,000<0.1%歷史
Royal Dutch Shell PLC780259107SPON ADR B14$1,000<0.1%–
WABWestinghouse Air Brake Technologies CorpStock2$00.0%歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF2$00.0%–
SPHRSphere Entertainment Co.CL A6$00.0%歷史
PIMCO ETF Tr72201R718ENHNCD LW DUR AC3$00.0%–
First Tr Exchange-Traded FD33734X853INTL EQUITY OPP5$00.0%–
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV1$00.0%–
iShares Tr464288646ISHS 1-5YR INVS2$00.0%–
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH2$00.0%–
Amplify ETF Tr032108409CWP ENHANCED DIV2$00.0%–