Lloyd Advisory Services, LLC.
- SEC CIK
- 0001802474
- 最新申報
- 2026/8/7
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/13 申報。只含多頭部位。
- 持股檔數
- 261
- 2023 年第 2 季沒有申報
- 總值
- $3.02 億
- 2023 年第 2 季沒有申報
Lloyd Advisory Services, LLC. 沒有申報 2023 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| POOLPool Corp | COM | 2,948 | $105.0 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,504 | $105.2 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,889 | $106.7 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 19,557 | $109.5 萬 | 0.4% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 2,545 | $111.3 萬 | 0.4% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,053 | $111.6 萬 | 0.4% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 5,314 | $114.2 萬 | 0.4% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 24,038 | $118.7 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 7,105 | $119.8 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 37,257 | $120.8 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 13,157 | $121.8 萬 | 0.4% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 30,477 | $124.5 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 39,868 | $125.2 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 8,445 | $125.9 萬 | 0.4% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 7,261 | $126.3 萬 | 0.4% | – | – | 歷史 |
| RUNSunrun Inc. | COM | 102,594 | $128.9 萬 | 0.4% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 11,851 | $131.6 萬 | 0.4% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 4,957 | $133.2 萬 | 0.4% | – | – | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 27,224 | $137.0 萬 | 0.5% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 29,887 | $143.8 萬 | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 9,329 | $145.3 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,231 | $146.5 萬 | 0.5% | – | – | 歷史 |
| RTXRTX Corp | Stock | 20,746 | $149.3 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 11,036 | $161.0 萬 | 0.5% | – | – | 歷史 |
| SPSCSPS Commerce Inc | COM | 9,579 | $163.4 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 7,007 | $175.3 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,386 | $180.9 萬 | 0.6% | – | – | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 38,113 | $184.5 萬 | 0.6% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,656 | $185.0 萬 | 0.6% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 19,408 | $185.6 萬 | 0.6% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 24,284 | $190.3 萬 | 0.6% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,377 | $199.9 萬 | 0.7% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 9,688 | $200.4 萬 | 0.7% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,784 | $205.0 萬 | 0.7% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 36,435 | $213.0 萬 | 0.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,224 | $218.0 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 23,477 | $227.4 萬 | 0.8% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 18,932 | $259.8 萬 | 0.9% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 29,458 | $267.9 萬 | 0.9% | – | – | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 92,513 | $270.9 萬 | 0.9% | – | – | – |
| CRMSalesforce, Inc. | Stock | 13,574 | $275.3 萬 | 0.9% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 6,679 | $290.5 萬 | 1.0% | – | – | 歷史 |
| MAMastercard Inc | Stock | 7,952 | $314.8 萬 | 1.0% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,383 | $321.8 萬 | 1.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 60,771 | $326.7 萬 | 1.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 14,342 | $329.9 萬 | 1.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 10,914 | $335.2 萬 | 1.1% | – | – | 歷史 |
| Bondbloxx ETF Trust09789C788 | BLOOMBERG SIX MN | 72,490 | $364.4 萬 | 1.2% | – | – | – |
| NOWServiceNow, Inc. | Stock | 6,752 | $377.4 萬 | 1.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 13,606 | $513.8 萬 | 1.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 10,771 | $549.2 萬 | 1.8% | – | – | 歷史 |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 128,331 | $629.7 萬 | 2.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 58,939 | $774.5 萬 | 2.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 51,414 | $880.3 萬 | 2.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 78,814 | $1,002 萬 | 3.3% | – | – | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 212,370 | $1,051 萬 | 3.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 34,466 | $1,088 萬 | 3.6% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 289,705 | $1,454 萬 | 4.8% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 388,191 | $2,022 萬 | 6.7% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 227,828 | $2,064 萬 | 6.8% | – | – | – |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 12,069 | – | – | – | – | – |