跳到主要內容
Livermore
Livermore
中文EN

Lloyd Advisory Services, LLC.

SEC CIK
0001802474
最新申報
2026/8/7

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
628
較 2026 年第 1 季 −232
總值
$2.58 億
較 2026 年第 1 季 −$9,137 萬 (−26.2%)
申報日
2026/8/7
SEC
Lloyd Advisory Services, LLC. 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GOOGAlphabet Inc.Stock51$1.81 萬<0.1%−761−93.7%減碼歷史
SJMJ M SMUCKER CoStock165$1.86 萬<0.1%−5,679−97.2%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF185$1.89 萬<0.1%+185新進–
JBHTHunt J B Transport Services IncCOM65$1.90 萬<0.1%+57+712.5%加碼歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF768$1.91 萬<0.1%+768新進–
TPRTapestry, Inc.COM131$1.92 萬<0.1%+131新進歷史
NOWServiceNow, Inc.Stock195$1.94 萬<0.1%+187+2,337.5%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock67$1.95 萬<0.1%+11+19.6%加碼歷史
AZNAstraZeneca PLCADR105$1.98 萬<0.1%+37+54.4%加碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50324$1.99 萬<0.1%−2,450−88.3%減碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT402$2.00 萬<0.1%+402新進–
TLSTelos CorpCOM4,428$2.04 萬<0.1%+4,428新進歷史
PGProcter & Gamble CoStock140$2.05 萬<0.1%−486−77.6%減碼歷史
NKENIKE, Inc.Stock503$2.06 萬<0.1%+487+3,043.8%加碼歷史
Elevation Series Trust210322764TRUESHARES DEC478$2.07 萬<0.1%−4,154−89.7%減碼–
Ssga Active Tr78470P408STATE STREET US320$2.07 萬<0.1%+49+18.1%加碼–
Elevation Series Trust210322681TRUESHARES STRCD509$2.09 萬<0.1%−4,762−90.3%減碼–
Vanguard Real Estate ETF922908553ETF217$2.09 萬<0.1%−271−55.5%減碼–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF69$2.12 萬<0.1%+69新進–
QSRRestaurant Brands International Inc.COM294$2.13 萬<0.1%+294新進歷史
American Centy ETF Tr025072257SHORT DURTN STRG418$2.15 萬<0.1%+418新進–
URIUnited Rentals, Inc.COM20$2.27 萬<0.1%+12+150.0%加碼歷史
MCKMcKesson CorpStock30$2.27 萬<0.1%−16−34.8%減碼歷史
FETForum Energy Technologies, Inc.COM464$2.33 萬<0.1%+464新進歷史
iShares Tr464288448INTL SEL DIV ETF563$2.33 萬<0.1%+563新進–
SYYSysco CorpStock282$2.36 萬<0.1%+223+378.0%加碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS2,084$2.36 萬<0.1%+2,084新進歷史
NFLXNetflix IncStock339$2.42 萬<0.1%−625−64.8%減碼歷史
Aim ETF Products Trust00888H620ALLIANZIM US EQT870$2.46 萬<0.1%+870新進–
PHMPultegroup IncCOM180$2.47 萬<0.1%+161+847.4%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock284$2.47 萬<0.1%+284新進歷史
Aim ETF Products Trust00888H877ALLIANZIM US EQT693$2.49 萬<0.1%−28,422−97.6%減碼–
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT607$2.50 萬<0.1%+607新進–
SLBSLB LimitedStock542$2.52 萬<0.1%+541+54,100.0%加碼歷史
FANGDiamondback Energy, Inc.Stock145$2.55 萬<0.1%+145新進歷史
VLOValero Energy CorpStock98$2.55 萬<0.1%+49+100.0%加碼歷史
JCIJohnson Controls International plcStock180$2.63 萬<0.1%+180新進歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF1,041$2.66 萬<0.1%−29−2.7%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF796$2.69 萬<0.1%−1,083−57.6%減碼–
PHParker-Hannifin CorpStock28$2.74 萬<0.1%+28新進歷史
Collaborative Investmnt Ser19423L466MOHR CO NAV ETF579$2.77 萬<0.1%+579新進–
First Tr Exchange-Traded FD336917109SHS577$2.81 萬<0.1%−3,107−84.3%減碼–
TJXTJX Companies IncStock186$2.82 萬<0.1%+79+73.8%加碼歷史
IQVIQVIA Holdings Inc.Stock146$2.82 萬<0.1%+146新進歷史
LITELumentum Holdings Inc.COM33$2.83 萬<0.1%−312−90.4%減碼歷史
SHWSherwin Williams CoCOM83$2.87 萬<0.1%+83新進歷史
iShares Core MSCI Eafe ETF46432F842ETF299$2.89 萬<0.1%−117−28.1%減碼–
BNYBank of New York Mellon CorpStock209$3.02 萬<0.1%+209新進歷史
LOWLowes Companies IncStock137$3.03 萬<0.1%+126+1,145.5%加碼歷史
EXELExelixis, Inc.COM562$3.06 萬<0.1%+518+1,177.3%加碼歷史
iShares Tr46435U796SYSTEMATIC BD ET346$3.07 萬<0.1%−356−50.7%減碼–
Aim ETF Products Trust00888H455ALLIANZIM BUF 151,025$3.10 萬<0.1%+1,025新進–
iShares Core S&P Small Cap ETF464287804ETF210$3.11 萬<0.1%−924−81.5%減碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW532$3.18 萬<0.1%+519+3,992.3%加碼–
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM5,203$3.19 萬<0.1%+5,203新進歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF174$3.23 萬<0.1%+174新進–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF295$3.26 萬<0.1%−3,085−91.3%減碼–
First Trust Rising Dividend Achievers ETF33738R506ETF405$3.28 萬<0.1%+405新進–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM193$3.29 萬<0.1%+193新進–
VVisa Inc.Stock96$3.30 萬<0.1%−13,687−99.3%減碼歷史
DISWalt Disney CoStock347$3.34 萬<0.1%+122+54.2%加碼歷史
SCCOSouthern Copper CorpStock193$3.37 萬<0.1%−1,428−88.1%減碼歷史
iShares Tr46428865310-20 YR TRS ETF346$3.47 萬<0.1%+346新進–
RPRXRoyalty Pharma plcSHS CLASS A619$3.47 萬<0.1%+619新進歷史
VRTVertiv Holdings CoCOM CL A104$3.48 萬<0.1%−1,253−92.3%減碼歷史
PFGCPerformance Food Group CoCOM317$3.54 萬<0.1%+58+22.4%加碼歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR929$3.72 萬<0.1%−4,251−82.1%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF491$3.78 萬<0.1%−605−55.2%減碼–
ESEversource EnergyStock530$3.83 萬<0.1%+397+298.5%加碼歷史
LLYEli Lilly & CoStock32$3.84 萬<0.1%−288−90.0%減碼歷史
WFCWells Fargo & CompanyStock468$3.86 萬<0.1%−511−52.2%減碼歷史
ZTSZoetis Inc.Stock540$3.88 萬<0.1%+479+785.2%加碼歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI1,729$4.07 萬<0.1%−7,417−81.1%減碼–
American Centy ETF Tr025072877US SML CP VALU328$4.09 萬<0.1%+304+1,266.7%加碼–
UPSUnited Parcel Service IncStock387$4.16 萬<0.1%+376+3,418.2%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock1,567$4.18 萬<0.1%+1,525+3,631.0%加碼歷史
WYWeyerhaeuser CoCOM NEW1,816$4.35 萬<0.1%+1,816新進歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF861$4.35 萬<0.1%−1,385−61.7%減碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF864$4.35 萬<0.1%−1,371−61.3%減碼–
American Centy ETF Tr02507A705SMALL CAP GROWTH878$4.41 萬<0.1%+878新進–
Innovator ETFs Trust45782C748US EQTY PWR BUF1,030$4.45 萬<0.1%+1,030新進–
APHAmphenol CorpCL A259$4.57 萬<0.1%+96+58.9%加碼歷史
AMDAdvanced Micro Devices IncStock79$4.59 萬<0.1%−203−72.0%減碼歷史
BGBunge Global SACOM SHS439$4.68 萬<0.1%+439新進歷史
Aim ETF Products Trust00888H869ALLIANZIM US EQ1,296$4.73 萬<0.1%+36+2.9%加碼–
ADBEAdobe Inc.Stock232$4.76 萬<0.1%+201+648.4%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF406$4.76 萬<0.1%+406新進–
AXPAmerican Express CoStock143$4.84 萬<0.1%+77+116.7%加碼歷史
Innovator ETFs Trust45782C870US EQT PWR BUF1,156$4.88 萬<0.1%+1,156新進–
VRSNVerisign IncCOM198$4.98 萬<0.1%+55+38.5%加碼歷史
CCLCarnival Corp Ltd.Stock1,747$4.99 萬<0.1%+1,542+752.2%加碼歷史
SNASnap-on IncCOM125$5.05 萬<0.1%+40+47.1%加碼歷史
FTITechnipFMC plcCOM772$5.12 萬<0.1%+772新進歷史
Aim ETF Products Trust00888H653ALLIANZIM US EQU1,626$5.13 萬<0.1%+782+92.7%加碼–
LINLinde PLCStock99$5.15 萬<0.1%+78+371.4%加碼歷史
ATOAtmos Energy CorpCOM299$5.15 萬<0.1%+89+42.4%加碼歷史
CICigna GroupStock188$5.18 萬<0.1%+188新進歷史
BlackRock ETF Trust09290C699ISHARES DEFENSE1,691$5.37 萬<0.1%+1,691新進–
Schwab US Tips ETF808524870ETF2,044$5.42 萬<0.1%−68,016−97.1%減碼–
INCYIncyte CorpCOM484$5.49 萬<0.1%+132+37.5%加碼歷史

2026 年第 1 季之後清倉（462 檔）

2026 年第 1 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 462 檔。

Lloyd Advisory Services, LLC. 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
ProShares Tr74348A467S&P 500 DV ARIST37,560$398.2 萬1.1%–
STEWSRH Total Return Fund, Inc.COM154,836$264.8 萬0.8%歷史
iShares Tr464288414NATIONAL MUN ETF19,944$211.7 萬0.6%–
XOMExxonMobil Holdings CorpCOM9,152$155.3 萬0.4%歷史
VanEck Semiconductor ETF92189F676ETF2,638$101.1 萬0.3%–
WTRGEssential Utilities, Inc.COM23,137$93.2 萬0.3%歷史
RRyder System IncCOM4,177$85.5 萬0.2%歷史
ATROAstronics CorpCOM11,756$78.4 萬0.2%歷史
EDConsolidated Edison IncStock6,513$73.7 萬0.2%歷史
IDAIdacorp IncCOM4,798$68.6 萬0.2%歷史
LMTLockheed Martin CorpStock1,085$65.6 萬0.2%歷史
CINFCincinnati Financial CorpCOM4,159$65.4 萬0.2%歷史
iShares Tr464288760US AER DEF ETF2,951$64.6 萬0.2%–
DLRDigital Realty Trust, Inc.COM3,575$64.4 萬0.2%歷史
STRLSterling Infrastructure, Inc.COM1,561$63.6 萬0.2%歷史
REGRegency Centers CorpCOM8,114$61.4 萬0.2%歷史
HONHoneywell International IncCOM2,590$58.5 萬0.2%歷史
ALLEAllegion plcORD SHS3,994$58.0 萬0.2%歷史
AFLAflac IncStock5,218$57.3 萬0.2%歷史
GEVGE Vernova Inc.Stock646$56.4 萬0.2%歷史
CRSCarpenter Technology CorpCOM1,314$51.8 萬0.1%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF3,592$47.7 萬0.1%–
WMWaste Management IncStock2,063$47.4 萬0.1%歷史
WDCWestern Digital CorpCOM1,672$45.2 萬0.1%歷史
Vanguard Morningstar Value ETF922908744ETF2,130$41.8 萬0.1%–
ROADConstruction Partners, Inc.COM CL A3,522$39.1 萬0.1%歷史
WisdomTree Tr97717X669US QTLY DIV GRT4,368$38.4 萬0.1%–
iShares Semiconductor ETF464287523ETF1,062$34.9 萬0.1%–
EVRGEvergy, Inc.Stock4,184$34.3 萬0.1%歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF1,347$34.2 萬0.1%–
Harbor ETF Trust41151J406LONG TERM GROWER12,257$34.0 萬0.1%–
GDGeneral Dynamics CorpStock973$33.4 萬0.1%歷史
GILDGilead Sciences, Inc.Stock2,381$33.2 萬0.1%歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF7,162$32.9 萬0.1%–
iShares Core High Dividend ETF46429B663ETF2,410$32.7 萬0.1%–
Fidelity MSCI Utilities Index ETF316092865ETF5,355$31.6 萬0.1%–
Direxion Shares ETF Trust25459Y207NASDAQ 100 EQ WT3,073$30.3 萬0.1%–
SAHSonic Automotive IncCL A4,263$29.2 萬0.1%歷史
NTESNetEase, Inc.SPONSORED ADS2,602$29.1 萬0.1%歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF5,753$28.4 萬0.1%–
COHRCoherent Corp.COM1,166$27.8 萬0.1%歷史
ESSEssex Property Trust, Inc.COM1,141$27.6 萬0.1%歷史
AEGAegon Ltd.AMER REG 1 CERT37,832$27.5 萬0.1%歷史
JJacobs Solutions Inc.COM2,155$27.4 萬0.1%歷史
ITRIItron, Inc.COM3,012$27.0 萬0.1%歷史
VanEck ETF Trust92189F460CEF MUNI INCOME11,890$25.6 萬0.1%–
CELHCelsius Holdings, Inc.COM NEW7,107$25.2 萬0.1%歷史
Sterling Cap FDS85917K447SHOR DURA BD ETF8,861$22.2 萬0.1%–
Listed FDS Tr53656G498ROUN MA SEVE ETF3,163$18.3 萬0.1%–
Vanguard Morningstar Growth ETF922908736ETF416$18.2 萬0.1%–
AAAlcoa CorpStock2,705$17.9 萬0.1%歷史
FOLDAmicus Therapeutics, Inc.COM11,327$16.4 萬<0.1%歷史
AEISAdvanced Energy Industries IncCOM505$16.3 萬<0.1%歷史
SNDKSandisk CorpCOM254$16.1 萬<0.1%歷史
TERTeradyne, IncStock539$16.0 萬<0.1%歷史
KALUKaiser Aluminum CorpCOM PAR $0.011,286$15.5 萬<0.1%歷史
Vanguard Total International Bond ETF92203J407ETF3,224$15.5 萬<0.1%–
FCXFreeport-McMoran IncStock2,620$15.4 萬<0.1%歷史
WisdomTree Tr97717X131INTL QULTY DIV3,760$15.1 萬<0.1%–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF2,383$14.9 萬<0.1%–
UNHUnitedHealth Group IncStock550$14.9 萬<0.1%歷史
TTTrane Technologies plcSHS353$14.7 萬<0.1%歷史
Spinnaker ETF Series84858T772SELE STO EUR ETF3,614$14.7 萬<0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA2,916$14.7 萬<0.1%–
CRUSCirrus Logic, Inc.Stock969$14.0 萬<0.1%歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1300$13.9 萬<0.1%歷史
First Tr Exch Traded FD III33739P889HORIZON DMST ETF3,498$13.4 萬<0.1%–
Principal Exchange Traded FD74255Y870US MEGA CP ETF2,034$13.1 萬<0.1%–
NEENextera Energy IncStock1,175$10.9 萬<0.1%歷史
First Tr Exchange-Traded FD33733E732WCM INTL EQUITY6,395$10.7 萬<0.1%–
CATCaterpillar IncStock137$9.67 萬<0.1%歷史
CEGConstellation Energy CorpStock328$9.16 萬<0.1%歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,120$8.88 萬<0.1%–
Goldman Sachs ETF Tr381430206ACTIVEBETA EME2,016$8.71 萬<0.1%–
Pgim ETF Tr69344A107PGIM ULTRA SH BD1,629$8.06 萬<0.1%–
Vanguard Intermediate-Term Bond ETF921937819ETF962$7.43 萬<0.1%–
OXYOccidental Petroleum CorpStock1,122$7.29 萬<0.1%歷史
iShares MSCI Eafe ETF464287465ETF621$6.03 萬<0.1%–
CAHCardinal Health IncStock284$5.99 萬<0.1%歷史
Vanguard Total Bond Market ETF921937835ETF796$5.86 萬<0.1%–
Aim ETF Products Trust00888H703ALLIANZIM US EQT1,447$5.80 萬<0.1%–
iShares Tr46435G219INVT GRAD SY ETF1,263$5.69 萬<0.1%–
NOCNorthrop Grumman CorpStock82$5.60 萬<0.1%歷史
APDAir Products & Chemicals, Inc.Stock191$5.55 萬<0.1%歷史
LEGLeggett & Platt IncStock5,607$5.54 萬<0.1%歷史
FRTFederal Realty Investment TrustSH BEN INT NEW518$5.50 萬<0.1%歷史
iShares Tr464287234MSCI EMG MKT ETF947$5.38 萬<0.1%–
Aim ETF Products Trust00888H307ALLIANZIM US EQ1,220$5.36 萬<0.1%–
NVONovo Nordisk A SADR1,441$5.30 萬<0.1%歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY445$5.01 萬<0.1%–
BITBBitwise Bitcoin ETFSHS BEN INT1,358$5.00 萬<0.1%歷史
SOLSSolstice Advanced Materials Inc.COM SHS638$4.86 萬<0.1%歷史
Vanguard Information Technology ETF92204A702ETF69$4.81 萬<0.1%–
iShares Future AI & Tech ETF46435U556ETF1,019$4.74 萬<0.1%–
APPAppLovin CorpCOM CL A118$4.70 萬<0.1%歷史
iShares Tr464288752US HOME CONS ETF501$4.54 萬<0.1%–
Ea Series Trust02072L672STRIVE US SEMICO619$4.46 萬<0.1%–
SPDR Index Shs FDS78463X509ST PORT MARK ETF931$4.37 萬<0.1%–
ANETArista Networks, Inc.Stock334$4.10 萬<0.1%歷史
iShares Russell 1000 Growth ETF464287614ETF92$3.93 萬<0.1%–