Visionary Wealth Advisors
- SEC CIK
- 0001802984
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/18 申報。只含多頭部位。
- 持股檔數
- 315
- 2020 年第 4 季沒有 13F 資料
- 總值
- $9.51 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，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 |
|---|---|---|---|---|---|---|---|
| CWBRCohBar, Inc. | COM | 12,000 | $1.60 萬 | <0.1% | – | – | 歷史 |
| SENSSenseonics Holdings, Inc. | COM | 14,305 | $3.80 萬 | <0.1% | – | – | 歷史 |
| NSLNuveen Senior Income Fund | COM | 10,000 | $5.60 萬 | <0.1% | – | – | 歷史 |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 10,633 | $15.1 萬 | <0.1% | – | – | 歷史 |
| Bridgetown 2 Holdings LtdG1355V103 | CL A | 15,400 | $15.8 萬 | <0.1% | – | – | – |
| BCRXBiocryst Pharmaceuticals Inc | COM | 18,200 | $18.5 萬 | <0.1% | – | – | 歷史 |
| MPMP Materials Corp. | COM CL A | 5,601 | $20.1 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 4,941 | $20.3 萬 | <0.1% | – | – | – |
| Global X Uranium ETF37954Y871 | ETF | 10,850 | $20.4 萬 | <0.1% | – | – | – |
| DOCUDocuSign, Inc. | Stock | 1,011 | $20.5 萬 | <0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 447 | $21.3 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 7,850 | $21.3 萬 | <0.1% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,725 | $21.4 萬 | <0.1% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,173 | $21.4 萬 | <0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,885 | $21.5 萬 | <0.1% | – | – | – |
| DHRDanaher Corp | Stock | 954 | $21.5 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 827 | $21.5 萬 | <0.1% | – | – | – |
| iShares Tr46436E502 | US TECH BRKTHR | 6,073 | $21.5 萬 | <0.1% | – | – | – |
| SWKSSkyworks Solutions, Inc. | Stock | 1,178 | $21.6 萬 | <0.1% | – | – | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 4,319 | $22.1 萬 | <0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 3,797 | $22.2 萬 | <0.1% | – | – | 歷史 |
| CGCarlyle Group Inc. | COM | 6,215 | $22.8 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 3,259 | $22.9 萬 | <0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 10,184 | $23.1 萬 | <0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 18,821 | $23.1 萬 | <0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 3,177 | $23.1 萬 | <0.1% | – | – | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,691 | $23.2 萬 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 1,778 | $23.6 萬 | <0.1% | – | – | 歷史 |
| EVRGEvergy, Inc. | Stock | 4,004 | $23.8 萬 | <0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 215 | $23.8 萬 | <0.1% | – | – | 歷史 |
| CRTOCriteo S.A. | SPONS ADS | 6,925 | $24.1 萬 | <0.1% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 6,738 | $24.6 萬 | <0.1% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 2,339 | $24.8 萬 | <0.1% | – | – | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 7,278 | $25.1 萬 | <0.1% | – | – | – |
| CZRCaesars Entertainment, Inc. | COM | 2,917 | $25.5 萬 | <0.1% | – | – | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 5,870 | $25.5 萬 | <0.1% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 3,589 | $25.7 萬 | <0.1% | – | – | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 4,242 | $25.7 萬 | <0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 349 | $25.8 萬 | <0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 569 | $26.0 萬 | <0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 1,351 | $26.0 萬 | <0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 20,134 | $26.4 萬 | <0.1% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 2,796 | $26.5 萬 | <0.1% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 8,955 | $26.6 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 8,750 | $26.7 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 9,260 | $26.9 萬 | <0.1% | – | – | – |
| MELIMercadolibre Inc | COM | 184 | $27.1 萬 | <0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 7,099 | $27.7 萬 | <0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 790 | $27.9 萬 | <0.1% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,556 | $28.0 萬 | <0.1% | – | – | – |
| TFCTruist Financial Corp | COM | 4,805 | $28.0 萬 | <0.1% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,772 | $28.7 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,099 | $28.8 萬 | <0.1% | – | – | 歷史 |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 3,048 | $28.8 萬 | <0.1% | – | – | – |
| STAGSTAG Industrial, Inc. | COM | 8,577 | $28.8 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,889 | $29.0 萬 | <0.1% | – | – | – |
| JDJD.com, Inc. | SPON ADS CL A | 3,465 | $29.2 萬 | <0.1% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 21,053 | $29.4 萬 | <0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 4,043 | $29.4 萬 | <0.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 2,710 | $29.4 萬 | <0.1% | – | – | – |
| MDTMedtronic plc | Stock | 2,510 | $29.7 萬 | <0.1% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,018 | $29.7 萬 | <0.1% | – | – | – |
| XYZBlock, Inc. | CL A | 1,319 | $29.9 萬 | <0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 2,173 | $30.0 萬 | <0.1% | – | – | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 3,902 | $30.2 萬 | <0.1% | – | – | 歷史 |
| KRKroger Co | Stock | 8,483 | $30.5 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 10,016 | $30.5 萬 | <0.1% | – | – | – |
| CCICrown Castle Inc. | REIT | 1,786 | $30.7 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,395 | $31.1 萬 | <0.1% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,371 | $31.4 萬 | <0.1% | – | – | – |
| BLKBlackRock, Inc. | COM | 418 | $31.5 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,119 | $32.6 萬 | <0.1% | – | – | – |
| iShares Tr46435U135 | CYBERSECURITY | 8,557 | $32.7 萬 | <0.1% | – | – | – |
| ORealty Income Corp | REIT | 5,195 | $33.0 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,012 | $33.1 萬 | <0.1% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,363 | $33.4 萬 | <0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,524 | $33.5 萬 | <0.1% | – | – | – |
| WMBWilliams Companies, Inc. | COM | 14,124 | $33.5 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 9,911 | $33.8 萬 | <0.1% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 11,803 | $33.9 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 12,805 | $33.9 萬 | <0.1% | – | – | – |
| RTXRTX Corp | Stock | 4,409 | $34.1 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 6,390 | $34.5 萬 | <0.1% | – | – | – |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 13,443 | $34.5 萬 | <0.1% | – | – | – |
| KKRKKR & Co. Inc. | COM | 7,104 | $34.7 萬 | <0.1% | – | – | 歷史 |
| CONECyrusOne Holdco LLC | COM | 5,138 | $34.8 萬 | <0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 939 | $35.1 萬 | <0.1% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 2,385 | $35.3 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 11,952 | $35.3 萬 | <0.1% | – | – | – |
| RJFRaymond James Financial Inc | COM | 2,930 | $35.9 萬 | <0.1% | – | – | 歷史 |
| LADRLadder Capital Corp | CL A | 30,475 | $36.0 萬 | <0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,183 | $37.1 萬 | <0.1% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 573 | $37.3 萬 | <0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,945 | $37.5 萬 | <0.1% | – | – | 歷史 |
| SHYFShyft Group, Inc. | COM | 10,464 | $38.9 萬 | <0.1% | – | – | 歷史 |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 5,856 | $39.7 萬 | <0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 5,278 | $39.9 萬 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 773 | $40.3 萬 | <0.1% | – | – | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 837 | $40.6 萬 | <0.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 15,574 | $40.8 萬 | <0.1% | – | – | – |