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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
iShares Tr46432F388MSCI USA VALUE482$5.00 萬<0.1%+254+111.4%加碼–
EMREmerson Electric CoStock518$5.10 萬<0.1%+60+13.1%加碼歷史
JPMJPMorgan Chase & CoStock376$5.10 萬<0.1%+61+19.4%加碼歷史
PXDPioneer Natural Resources CoCOM204$5.10 萬<0.1%+2+1.0%加碼歷史
WCCWesco International IncCOM400$5.20 萬<0.1%+400新進歷史
iShares Tr464288687PFD AND INCM SEC1,431$5.20 萬<0.1%+26+1.9%加碼–
CVNACarvana Co.CL A445$5.30 萬<0.1%+272+157.2%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF403$5.50 萬<0.1%+181+81.5%加碼–
FISFidelity National Information Services, Inc.Stock553$5.50 萬<0.1%+260+88.7%加碼歷史
AMDAdvanced Micro Devices IncStock505$5.50 萬<0.1%+505新進歷史
ICEIntercontinental Exchange, Inc.Stock440$5.80 萬<0.1%+440新進歷史
CLXClorox CoStock423$5.90 萬<0.1%+423新進歷史
GLWCorning IncCOM1,604$5.90 萬<0.1%+480+42.7%加碼歷史
MDTMedtronic plcStock559$6.20 萬<0.1%+559新進歷史
WMTWalmart Inc.Stock413$6.20 萬<0.1%+181+78.0%加碼歷史
UUnity Software Inc.COM628$6.20 萬<0.1%+104+19.8%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF1,637$6.30 萬<0.1%+727+79.9%加碼–
Schwab US Dividend Equity ETF808524797ETF798$6.30 萬<0.1%+29+3.8%加碼–
METAMeta Platforms, Inc.Stock285$6.30 萬<0.1%+120+72.7%加碼歷史
iShares Tr464288307MRGSTR MD CP GRW979$6.30 萬<0.1%+979新進–
URIUnited Rentals, Inc.COM182$6.50 萬<0.1%+52+40.0%加碼歷史
SLViShares Silver TrustETF2,890$6.60 萬<0.1%+2,890新進歷史
VMCVulcan Materials COCOM357$6.60 萬<0.1%+164+85.0%加碼歷史
CNPCenterpoint Energy IncCOM2,165$6.60 萬<0.1%+970+81.2%加碼歷史
PEGPublic Service Enterprise Group IncCOM948$6.60 萬<0.1%−1−0.1%減碼歷史
American Centy ETF Tr025072562AVANTIS CORE FI1,482$6.70 萬<0.1%+99+7.2%加碼–
CATCaterpillar IncStock307$6.80 萬<0.1%+87+39.5%加碼歷史
DISWalt Disney CoStock493$6.80 萬<0.1%+51+11.5%加碼歷史
WYWeyerhaeuser CoCOM NEW1,787$6.80 萬<0.1%+74+4.3%加碼歷史
MLMMartin Marietta Materials IncCOM176$6.80 萬<0.1%+69+64.5%加碼歷史
ADBEAdobe Inc.Stock154$7.00 萬<0.1%+69+81.2%加碼歷史
CMCSAComcast CorpStock1,507$7.10 萬<0.1%+184+13.9%加碼歷史
IPGInterpublic Group of Companies, Inc.COM2,000$7.10 萬<0.1%+66+3.4%加碼歷史
MSMorgan StanleyStock823$7.20 萬<0.1%−19−2.3%減碼歷史
OKTAOkta, Inc.CL A479$7.20 萬<0.1%+62+14.9%加碼歷史
DOWDow Inc.Stock1,156$7.40 萬<0.1%+704+155.8%加碼歷史
CRMSalesforce, Inc.Stock349$7.40 萬<0.1%+349新進歷史
EXCExelon CorpStock1,566$7.50 萬<0.1%+1,159+284.8%加碼歷史
MSCIMSCI Inc.Stock151$7.60 萬<0.1%+19+14.4%加碼歷史
Vanguard World FD921910873MEGA CAP INDEX476$7.60 萬<0.1%+218+84.5%加碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF420$7.80 萬<0.1%+206+96.3%加碼–
WMWaste Management IncStock512$8.10 萬<0.1%+166+48.0%加碼歷史
UNHUnitedHealth Group IncStock163$8.30 萬<0.1%+151+1,258.3%加碼歷史
OXYOccidental Petroleum CorpStock1,476$8.40 萬<0.1%−491−25.0%減碼歷史
WDAYWorkday, Inc.CL A352$8.40 萬<0.1%+29+9.0%加碼歷史
SYYSysco CorpStock1,045$8.50 萬<0.1%+305+41.2%加碼歷史
ETNEaton Corp plcStock560$8.50 萬<0.1%+182+48.1%加碼歷史
MROMarathon Oil CorpCOM3,377$8.50 萬<0.1%−237−6.6%減碼歷史
QCOMQualcomm IncStock562$8.60 萬<0.1%+335+147.6%加碼歷史
UNPUnion Pacific CorpStock314$8.60 萬<0.1%+314新進歷史
ORealty Income CorpREIT–$8.60 萬<0.1%––歷史
TEAMAtlassian CorpCL A300$8.80 萬<0.1%+27+9.9%加碼歷史
TGTTarget CorpStock418$8.90 萬<0.1%+165+65.2%加碼歷史
CAGConagra Brands Inc.Stock2,678$9.00 萬<0.1%+922+52.5%加碼歷史
GLGlobe Life Inc.COM892$9.00 萬<0.1%+892新進歷史
AMTAmerican Tower CorpREIT–$9.10 萬<0.1%––歷史
AAgilent Technologies, Inc.COM699$9.20 萬<0.1%+699新進歷史
WisdomTree Tr97717X511YIELD ENHANCD US1,957$9.40 萬<0.1%−144−6.9%減碼–
PLDPrologis, Inc.REIT–$9.60 萬<0.1%––歷史
iShares Russell Mid-Cap Growth ETF464287481ETF956$9.60 萬<0.1%−218−18.6%減碼–
FCXFreeport-McMoran IncStock1,974$9.80 萬<0.1%+527+36.4%加碼歷史
iShares Tr464289859CORE 80 20 ETF1,433$9.90 萬<0.1%+215+17.7%加碼–
NEENextera Energy IncStock1,190$10.1 萬<0.1%+338+39.7%加碼歷史
EFXEquifax IncCOM427$10.1 萬<0.1%+1+0.2%加碼歷史
American Centy ETF Tr025072877US SML CP VALU1,307$10.4 萬<0.1%−191−12.8%減碼–
SPDR Series Trust78468R101ST SHO TREAS ETF3,542$10.5 萬<0.1%+702+24.7%加碼–
NOWServiceNow, Inc.Stock190$10.6 萬<0.1%+65+52.0%加碼歷史
PWRQuanta Services, Inc.COM815$10.7 萬<0.1%+453+125.1%加碼歷史
iShares Tr46428951110+ YR INVST GRD1,751$10.7 萬<0.1%+748+74.6%加碼–
PEPPepsiCo IncStock643$10.8 萬0.1%+288+81.1%加碼歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT2,207$10.8 萬0.1%−309−12.3%減碼–
MMM3M CoStock737$11.0 萬0.1%−412−35.9%減碼歷史
VEEVVeeva Systems IncStock531$11.3 萬0.1%+74+16.2%加碼歷史
SPDR Series Trust78464A201ST STR SP600GRWO1,348$11.3 萬0.1%+41+3.1%加碼–
PGProcter & Gamble CoStock743$11.4 萬0.1%+721+3,277.3%加碼歷史
CMCanadian Imperial Bank of CommerceCOM961$11.7 萬0.1%00.0%不變歷史
iShares Tr46434V613CORE UNIVRSL USD2,352$11.7 萬0.1%+2,352新進–
State Street Technology Select Sector SPDR ETF81369Y803ETF743$11.8 萬0.1%+376+102.5%加碼–
SLBSLB LimitedStock2,847$11.8 萬0.1%+960+50.9%加碼歷史
PPLPPL CorpCOM4,137$11.8 萬0.1%+152+3.8%加碼歷史
DEDeere & CoStock285$11.9 萬0.1%+48+20.3%加碼歷史
FITBFifth Third BancorpCOM2,776$11.9 萬0.1%+825+42.3%加碼歷史
TRPTC Energy CorpCOM2,118$11.9 萬0.1%+35+1.7%加碼歷史
iShares Tr464287796U.S. ENERGY ETF2,981$12.2 萬0.1%+257+9.4%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,592$12.3 萬0.1%+1,592新進–
MDLZMondelez International, Inc.Stock1,967$12.4 萬0.1%+7+0.4%加碼歷史
CMAComerica IncCOM1,386$12.5 萬0.1%+407+41.6%加碼歷史
VVisa Inc.Stock569$12.6 萬0.1%−253−30.8%減碼歷史
Vanguard Long-Term Treasury ETF92206C847ETF1,578$12.7 萬0.1%−13−0.8%減碼–
TWLOTwilio IncCL A771$12.7 萬0.1%+377+95.7%加碼歷史
NVDANVIDIA CorpStock478$13.0 萬0.1%+478新進歷史
OKEONEOK IncCOM1,868$13.2 萬0.1%+397+27.0%加碼歷史
DLRDigital Realty Trust, Inc.COM–$13.3 萬0.1%––歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1,480$13.5 萬0.1%−631−29.9%減碼–
WBAWalgreens Boots Alliance, Inc.COM3,026$13.5 萬0.1%+1,831+153.2%加碼歷史
LNCLincoln National CorpCOM2,080$13.6 萬0.1%+800+62.5%加碼歷史
METMetlife IncStock1,944$13.7 萬0.1%+553+39.8%加碼歷史
GISGeneral Mills IncStock2,046$13.9 萬0.1%+24+1.2%加碼歷史
TFCTruist Financial CorpCOM2,458$13.9 萬0.1%+29+1.2%加碼歷史
KMBKimberly Clark CorpStock1,133$14.0 萬0.1%+24+2.2%加碼歷史

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%–