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Livermore
Livermore
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Lloyd Advisory Services, LLC.

SEC CIK
0001802474
最新申報
2026/8/7

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/13 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
860
較 2025 年第 4 季 +297
總值
$3.49 億
較 2025 年第 4 季 +$9,164 萬 (+35.6%)
申報日
2026/5/13
SEC
Lloyd Advisory Services, LLC. 在 2026 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
CDWCDW CorpCOM41$4,962<0.1%+41新進歷史
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF219$5,037<0.1%+219新進–
SPDR Series Trust78468R440STATE STRET SPDR144$5,065<0.1%+144新進–
Dimensional Emerging Core Equity Market ETF25434V302ETF150$5,079<0.1%+150新進–
ODFLOld Dominion Freight Line, Inc.COM26$5,176<0.1%−51−66.2%減碼歷史
American Centy ETF Tr025072687AVANTIS SHFXDINC112$5,260<0.1%−399−78.1%減碼–
CCLCarnival Corp Ltd.UNIT 99/99/9999205$5,307<0.1%−652−76.1%減碼歷史
Occidental Pete Corp WT Exp 080327674599162Stock125$5,363<0.1%+125新進–
MMM3M CoStock37$5,374<0.1%−625−94.4%減碼歷史
Fidelity Merrimack STR Tr316188408LOW DURTIN ETF108$5,405<0.1%+108新進–
PTYPIMCO Corporate & Income Opportunity FundCOM449$5,415<0.1%+449新進歷史
TMOThermo Fisher Scientific Inc.Stock11$5,421<0.1%+11新進歷史
Flexshares Tr33939L886ULTR SHO INC FD72$5,429<0.1%+72新進–
Aim ETF Products Trust00888H729ALLIANZIM US EQT157$5,471<0.1%+157新進–
ENBEnbridge IncStock102$5,522<0.1%−4,674−97.9%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock34$5,524<0.1%+34新進歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ79$5,628<0.1%+79新進–
Flexshares Tr33939L662HIG YLD VL ETF141$5,648<0.1%+141新進–
CVNACarvana Co.CL A18$5,659<0.1%+18新進歷史
IPInternational Paper CoCOM161$5,731<0.1%+140+666.7%加碼歷史
TRMBTrimble Inc.COM89$5,805<0.1%+82+1,171.4%加碼歷史
URIUnited Rentals, Inc.COM8$5,836<0.1%−12−60.0%減碼歷史
MLIMueller Industries IncCOM54$5,998<0.1%+54新進歷史
iShares Tr464287515EXPANDED TECH75$6,042<0.1%+75新進–
Aim ETF Products Trust00888H547ALLIANZIM US EQT220$6,073<0.1%−2,869−92.9%減碼–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW65$6,076<0.1%+65新進–
Aim ETF Products Trust00888H539ALLIANZIM US EQU219$6,167<0.1%−2,819−92.8%減碼–
TMToyota Motor CorpADS30$6,183<0.1%+30新進歷史
CBChubb LtdStock19$6,193<0.1%+19新進歷史
PKSTPeakstone Realty TrustCommon Stock297$6,204<0.1%+297新進歷史
TELTE Connectivity plcStock30$6,271<0.1%+30新進歷史
ALLYAlly Financial Inc.Stock166$6,508<0.1%+166新進歷史
Alps ETF Tr00162Q387OSHARES US QUALT117$6,513<0.1%+117新進–
MARMarriott International IncStock20$6,541<0.1%+20新進歷史
RAMPLiveRamp Holdings, Inc.COM247$6,550<0.1%+247新進歷史
Aim ETF Products Trust00888H554ALLIANZIM US EQU234$6,552<0.1%+234新進–
IBMInternational Business Machines CorpStock27$6,598<0.1%−447−94.3%減碼歷史
iShares Tr464287549EXPND TEC SC ETF56$6,637<0.1%+56新進–
American Centy ETF Tr025072109DIVERSIFID CRP144$6,690<0.1%−947−86.8%減碼–
INGING Groep NVSPONSORED ADR257$6,695<0.1%+257新進歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF162$6,822<0.1%+162新進–
Innovator ETFs Trust45783Y111EQUI DEFI 1 AUG259$6,896<0.1%+259新進–
CORCencora, Inc.Stock22$6,920<0.1%+22新進歷史
Simplify Exchange Traded Fun82889N699MANAGED FUTURES229$6,920<0.1%−19,532−98.8%減碼–
BHPBHP Group LtdADR97$7,056<0.1%+97新進歷史
ZTSZoetis Inc.Stock61$7,175<0.1%−455−88.2%減碼歷史
SYKStryker CorpStock22$7,229<0.1%+22新進歷史
BMOBank of MontrealCOM54$7,308<0.1%−774−93.5%減碼歷史
ORIOld Republic International CorpCOM183$7,320<0.1%+183新進歷史
ACNAccenture plcStock37$7,428<0.1%−93−71.5%減碼歷史
First Trust Cloud Computing ETF33734X192ETF69$7,502<0.1%+69新進–
ETNEaton Corp plcStock21$7,516<0.1%+21新進歷史
ADBEAdobe Inc.Stock31$7,535<0.1%−59−65.6%減碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF250$7,538<0.1%−2,837−91.9%減碼–
Dimensional ETF Trust25434V807INTERNATNAL VAL145$7,653<0.1%+145新進–
ABTAbbott LaboratoriesStock75$7,688<0.1%−366−83.0%減碼歷史
BBDCBarings BDC, Inc.COM960$7,901<0.1%+960新進歷史
ARMArm Holdings PLCADR53$8,018<0.1%+45+562.5%加碼歷史
UNFIUnited Natural Foods IncCOM178$8,021<0.1%+178新進歷史
OKLOOklo Inc.COM CL A162$8,034<0.1%+162新進歷史
DHIHorton D R IncCOM59$8,096<0.1%+59新進歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF752$8,185<0.1%+752新進–
AEMAgnico Eagle Mines LtdStock41$8,322<0.1%+41新進歷史
iShares Ibonds 2026 Term High Yield and Income ETF46436E528ETF366$8,395<0.1%+366新進–
APPNAppian CorpCL A354$8,535<0.1%+354新進歷史
NVSNovartis AGADR56$8,627<0.1%+56新進歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF228$8,725<0.1%+228新進–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS534$9,062<0.1%+534新進歷史
NNNNNN REIT, Inc.REIT218$9,160<0.1%+218新進歷史
PAGPenske Automotive Group, Inc.COM61$9,186<0.1%+57+1,425.0%加碼歷史
ESEversource EnergyStock133$9,209<0.1%+133新進歷史
EOGEOG Resources IncStock64$9,321<0.1%+64加碼歷史
CCICrown Castle Inc.REIT116$9,405<0.1%+116加碼歷史
IXOrix CorpSPONSORED ADR328$9,837<0.1%+328新進歷史
KEYKeycorpCOM495$9,934<0.1%+447+931.3%加碼歷史
QCOMQualcomm IncStock78$1.00 萬<0.1%−647−89.2%減碼歷史
Elevation Series Trust210322400TRUSHARES BULL428$1.01 萬<0.1%−3,693−89.6%減碼–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN147$1.01 萬<0.1%+147新進–
Vanguard S&P 500 Growth ETF921932505ETF25$1.02 萬<0.1%+25新進–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE141$1.02 萬<0.1%+141新進–
Harbor ETF Trust41151J505COMM ALL WEA ETF330$1.02 萬<0.1%+330新進–
Angel Oak Funds Trust03463K760INCOME ETF495$1.03 萬<0.1%−5,164−91.3%減碼–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN284$1.04 萬<0.1%+284新進–
LINLinde PLCStock21$1.04 萬<0.1%−87−80.6%減碼歷史
RJFRaymond James Financial IncCOM73$1.06 萬<0.1%+73新進歷史
MTBM&T Bank CorpCOM52$1.07 萬<0.1%+52新進歷史
ROLRollins IncCOM200$1.07 萬<0.1%+200新進歷史
SPDR Ser Tr78468R648S&P KENSHO NEW184$1.07 萬<0.1%+184新進–
ACGLArch Capital Group Ltd.Stock112$1.08 萬<0.1%−101−47.4%減碼歷史
EQIXEquinix IncCOM11$1.08 萬<0.1%+11新進歷史
SCHWSchwab Charles CorpStock114$1.08 萬<0.1%+94+470.0%加碼歷史
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL85$1.08 萬<0.1%+85新進–
SPGIS&P Global Inc.Stock25$1.08 萬<0.1%−60−70.6%減碼歷史
BXBlackstone Inc.COM94$1.08 萬<0.1%−9−8.7%減碼歷史
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF382$1.10 萬<0.1%+382新進–
DUKDuke Energy CORPStock84$1.10 萬<0.1%−2,681−97.0%減碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF47$1.10 萬<0.1%+42+840.0%加碼–
Vanguard Industrials ETF92204A603ETF36$1.13 萬<0.1%+36新進–
UBERUber Technologies, IncStock158$1.14 萬<0.1%−171−52.0%減碼歷史
MAAMid America Apartment Communities Inc.COM94$1.15 萬<0.1%+94新進歷史

2025 年第 4 季之後清倉（218 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 218 檔。

Lloyd Advisory Services, LLC. 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG14,378$190.3 萬0.7%–
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF11,865$138.1 萬0.5%–
iShares S&P 100 ETF464287101ETF2,475$84.9 萬0.3%–
iShares Tr46436E33820+ YEAR TR BD22,537$51.1 萬0.2%–
iShares Tr46436E288INVT GRD CORP BD19,946$49.0 萬0.2%–
Simplify Exchange Traded Fun82889N640TREASURY OPT INC20,228$48.0 萬0.2%–
Innovator ETFs Trust45784N106EQUITY DEFINED P12,952$34.7 萬0.1%–
Simplify Exchange Traded Fun82889N723AGGREGATE BD ETF16,233$33.6 萬0.1%–
Innovator ETFs Trust45783Y723POWER BUFFER SET8,622$30.5 萬0.1%–
Aim ETF Products Trust00888H208ALLIANZIM US EQT7,807$27.2 萬0.1%–
GIBCgi IncCL A2,841$26.2 萬0.1%歷史
Simplify Exchange Traded Fun82889N863VOLATILITY PREM14,112$24.8 萬0.1%–
Aim ETF Products Trust00888H471ALLI 6 BU10 ETF8,889$24.4 萬0.1%–
NGGNational Grid PLCSPONSORED ADR NE3,058$23.7 萬0.1%歷史
Simplify Exchange Traded Fun82889N335BARRIER INCOME8,971$23.5 萬0.1%–
Simplify Exchange Traded Fun82889N632ENHANCED INM ETF10,460$23.3 萬0.1%–
Simplify Exchange Traded Fun82889N368CURRE STRAT ETF8,492$23.1 萬0.1%–
PNCPNC Financial Services Group, Inc.Stock1,062$22.2 萬0.1%歷史
TFCTruist Financial CorpCOM4,471$22.0 萬0.1%歷史
Aim ETF Products Trust00888H737ALLIA US JUN ETF6,054$20.2 萬0.1%–
SNYSanofiSPONSORED ADR3,857$18.7 萬0.1%歷史
Innovator ETFs Trust45784N882EQUITY DEFINED P6,977$18.3 萬0.1%–
Innovator ETFs Trust45784N809EQUI DEFI 1 NOVE6,849$18.3 萬0.1%–
WLKWestlake CorpCOM2,445$18.1 萬0.1%歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD1,836$17.4 萬0.1%–
FEFirstenergy CorpCOM3,592$16.1 萬0.1%歷史
Aim ETF Products Trust00888H711ALLIA US AUG ETF4,711$15.3 萬0.1%–
iShares Tr464289859CORE 80 20 ETF1,700$15.2 萬0.1%–
Aim ETF Products Trust00888H661ALLIANZIM US EQT4,644$14.7 萬0.1%–
TRPTC Energy CorpCOM2,654$14.6 萬0.1%歷史
FISVFiserv IncStock2,130$14.3 萬0.1%歷史
AMCRAmcor plcORD16,414$13.7 萬0.1%歷史
iShares Core S&P U.S. Growth ETF464287671ETF743$12.5 萬<0.1%–
Simplify Exchange Traded Fun82889N459GAMMA EMERGING4,593$12.2 萬<0.1%–
Aim ETF Products Trust00888H463ALL B20 ALL ETF4,445$12.2 萬<0.1%–
Vanguard World FD921910873MEGA CAP INDEX483$12.1 萬<0.1%–
PDXPIMCO Dynamic Income Strategy FundCOM SHS BEN INT6,053$11.4 萬<0.1%歷史
PPLPPL CorpCOM3,241$11.4 萬<0.1%歷史
Innovator ETFs Trust45783Y541EQUITY DEF PROTN3,702$11.0 萬<0.1%–
EFXEquifax IncCOM438$9.51 萬<0.1%歷史
iShares Tr464288802ESG OPTIMIZED667$9.30 萬<0.1%–
PIMCO ETF Tr72201R593COMMODITY STRAT3,298$9.10 萬<0.1%–
PIMCO ETF Tr72201R619PREFERRED AND CP1,725$8.88 萬<0.1%–
ETHAiShares Ethereum Trust ETFSHS3,920$8.79 萬<0.1%歷史
iShares Tr464287119MORNINGSTAR GRWT843$8.77 萬<0.1%–
PIMCO ETF Tr72201R627SR LN ACTIVE ETF1,717$8.63 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM1,396$8.53 萬<0.1%–
HBANHuntington Bancshares IncCOM4,394$7.62 萬<0.1%歷史
RNRRenaissancere Holdings LtdCOM228$6.42 萬<0.1%歷史
CPERUnited States Commodity Index Funds TrustCM REP COPP FD1,631$5.70 萬<0.1%歷史
Bondbloxx ETF Trust09789C788BLOOMBERG SIX MN1,104$5.55 萬<0.1%–
CDECoeur Mining, Inc.COM NEW3,098$5.52 萬<0.1%歷史
BNYBank of New York Mellon CorpStock453$5.26 萬<0.1%歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF404$4.83 萬<0.1%–
IDXXIDEXX Laboratories IncCOM71$4.80 萬<0.1%歷史
MLKNMillerknoll, Inc.COM2,519$4.60 萬<0.1%歷史
Innovator ETFs Trust45782C870US EQT PWR BUF1,153$4.51 萬<0.1%–
Innovator ETFs Trust45782C748US EQTY PWR BUF1,060$4.44 萬<0.1%–
GLWCorning IncCOM505$4.42 萬<0.1%歷史
IQVIQVIA Holdings Inc.Stock195$4.40 萬<0.1%歷史
WYWeyerhaeuser CoCOM NEW1,816$4.30 萬<0.1%歷史
Legg Mason ETF Invt52468L505FRANKLIN INTL LW1,139$4.20 萬<0.1%–
First Tr Exchng Traded FD VI33740F441FT VEST U.S EQT1,003$4.14 萬<0.1%–
AMPAmeriprise Financial IncCOM83$4.06 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR622$3.93 萬<0.1%–
NSCNorfolk Southern CorpStock133$3.85 萬<0.1%歷史
STESTERIS plcSHS USD150$3.80 萬<0.1%歷史
Aim ETF Products Trust00888H455ALLIANZIM BUF 151,298$3.65 萬<0.1%–
First Trust Rising Dividend Achievers ETF33738R506ETF522$3.63 萬<0.1%–
iShares Tr46432F388MSCI USA VALUE241$3.30 萬<0.1%–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT796$3.29 萬<0.1%–
IBKRInteractive Brokers Group, Inc.Stock510$3.28 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW447$3.10 萬<0.1%歷史
FANGDiamondback Energy, Inc.Stock205$3.08 萬<0.1%歷史
PHParker-Hannifin CorpStock35$3.08 萬<0.1%歷史
RPRXRoyalty Pharma plcSHS CLASS A772$2.98 萬<0.1%歷史
Vanguard Star FDS921909768VG TL INTL STK F378$2.85 萬<0.1%–
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM4,948$2.83 萬<0.1%歷史
GNLGlobal Net Lease, Inc.COM NEW3,260$2.80 萬<0.1%歷史
RBB FD Inc74933W601MOTLEY FOL ETF379$2.72 萬<0.1%–
IFFInternational Flavors & Fragrances IncCOM400$2.70 萬<0.1%歷史
SHWSherwin Williams CoCOM83$2.69 萬<0.1%歷史
Aim ETF Products Trust00888H620ALLIANZIM US EQT877$2.49 萬<0.1%–
QSRRestaurant Brands International Inc.COM364$2.48 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT625$2.48 萬<0.1%–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT258$2.36 萬<0.1%–
TPRTapestry, Inc.COM183$2.33 萬<0.1%歷史
JBLJabil IncStock100$2.28 萬<0.1%歷史
TLSTelos CorpCOM4,428$2.26 萬<0.1%歷史
iShares Core S&P US Value ETF464287663ETF216$2.21 萬<0.1%–
BCXBlackRock Resources & Commodities Strategy TrustSHS2,014$2.21 萬<0.1%歷史
iShares Tr464288448INTL SEL DIV ETF546$2.15 萬<0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF138$2.13 萬<0.1%–
VEEVVeeva Systems IncStock92$2.05 萬<0.1%歷史
BLKBlackRock, Inc.Stock18$1.90 萬<0.1%歷史
GMEDGlobus Medical IncStock210$1.83 萬<0.1%歷史
BlackRock ETF Trust II092528843ISH HIG MUN ETF359$1.75 萬<0.1%–
FETForum Energy Technologies, Inc.COM464$1.71 萬<0.1%歷史
Aim ETF Products Trust00888H844US LRG CAP BUF20506$1.71 萬<0.1%–
MRSHMarsh & McLennan Companies, Inc.Stock91$1.69 萬<0.1%歷史