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Livermore
Livermore
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Bellwether Advisors, LLC

SEC CIK
0001819815
最新申報
2026/8/13

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/4/29 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
578
較 2021 年第 4 季 0
總值
$3.36 億
較 2021 年第 4 季 +$1,449 萬 (+4.5%)
申報日
2022/4/29
SEC
Bellwether Advisors, 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 Core S&P 500 ETF464287200ETF85,144$3,863 萬11.5%+367+0.4%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF256,331$1,909 萬5.7%−68,374−21.1%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF135,332$1,854 萬5.5%+135,332新進–
Vanguard Health Care ETF92204A504ETF57,021$1,451 萬4.3%+57,021新進–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF173,150$1,314 萬3.9%+173,150新進–
iShares MSCI USA Min Vol Factor ETF46429B697ETF144,603$1,122 萬3.3%+796+0.6%加碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF58,849$1,089 萬3.2%−30,354−34.0%減碼–
iShares Core S&P Small Cap ETF464287804ETF70,964$765.5 萬2.3%−313−0.4%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF193,133$740.0 萬2.2%−362,889−65.3%減碼–
iShares MSCI USA Momentum Factor ETF46432F396ETF43,783$736.7 萬2.2%−348−0.8%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF26,975$723.8 萬2.2%+194+0.7%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF59,623$638.5 萬1.9%−490−0.8%減碼–
Innovator ETFs Trust45782C870US EQT PWR BUF213,932$634.5 萬1.9%−2,804−1.3%減碼–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF83,054$599.1 萬1.8%+1,240+1.5%加碼–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF106,145$584.2 萬1.7%−920−0.9%減碼–
iShares Core MSCI Total International Stock ETF46432F834ETF85,055$566.3 萬1.7%+1,138+1.4%加碼–
iShares Tr46432F859CORE 1 5 YR USD107,986$523.3 萬1.6%−1,185−1.1%減碼–
iShares Tr464287291GLOBAL TECH ETF86,550$502.0 萬1.5%−114−0.1%減碼–
Innovator ETFs Trust45782C508US EQTY PWR BUF149,076$485.5 萬1.4%+313+0.2%加碼–
BRK.BBerkshire Hathaway IncStock12,648$446.3 萬1.3%+1,500+13.5%加碼歷史
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF135,775$408.2 萬1.2%−2,721−2.0%減碼–
LNGCheniere Energy, Inc.COM NEW26,282$364.3 萬1.1%+12,083+85.1%加碼歷史
ABBVAbbVie Inc.Stock21,281$344.9 萬1.0%00.0%不變歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF109,902$322.4 萬1.0%+367+0.3%加碼–
Innovator ETFs Trust45782C748US EQTY PWR BUF97,293$313.0 萬0.9%+23,994+32.7%加碼–
iShares Inc464286533MSCI EMERG MRKT49,414$301.5 萬0.9%+1,360+2.8%加碼–
OKEONEOK IncCOM35,730$252.3 萬0.8%+11,371+46.7%加碼歷史
EXCExelon CorpStock52,277$248.9 萬0.7%+24,602+88.9%加碼歷史
ABTAbbott LaboratoriesStock21,017$248.7 萬0.7%00.0%不變歷史
Innovator ETFs Trust45782C573US EQTY PWR BUF80,247$244.9 萬0.7%+191+0.2%加碼–
URIUnited Rentals, Inc.COM6,674$237.0 萬0.7%−113−1.7%減碼歷史
iShares S&P 500 Growth ETF464287309ETF30,891$235.9 萬0.7%−688−2.2%減碼–
Innovator ETFs Trust45782C540US EQTY PWR BUF75,027$234.3 萬0.7%−904−1.2%減碼–
BMYBristol Myers Squibb CoStock31,922$233.1 萬0.7%00.0%不變歷史
iShares Tr464287556ISHARES BIOTECH16,887$220.0 萬0.7%−173−1.0%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF27,607$211.0 萬0.6%−146,730−84.2%減碼–
Innovator ETFs Trust45782C680US EQTY PWR BF68,579$207.2 萬0.6%−1,750−2.5%減碼–
HSYHershey CoCOM8,296$179.7 萬0.5%+8,296新進歷史
TSNTyson Foods, Inc.Stock19,790$177.3 萬0.5%+19,743+42,006.4%加碼歷史
iShares Tr464288414NATIONAL MUN ETF15,844$173.7 萬0.5%00.0%不變–
Innovator ETFs Trust45782C557US EQTY BUF DEC50,648$173.4 萬0.5%−1,426−2.7%減碼–
KRKroger CoStock30,017$172.2 萬0.5%+30,017新進歷史
iShares Tr46434V613CORE UNIVRSL USD33,329$165.4 萬0.5%−657−1.9%減碼–
Innovator ETFs Trust45782C383US EQTY PWR BUF50,053$161.5 萬0.5%+28,603+133.3%加碼–
CERNCERNER CorpCOM17,193$160.8 萬0.5%−15,506−47.4%減碼歷史
iShares Tr46429B655FLTG RATE NT ETF30,830$155.7 萬0.5%−546−1.7%減碼–
Innovator ETFs Trust45782C433US EQTY BUFR FEB46,702$151.1 萬0.4%+26,631+132.7%加碼–
iShares Core MSCI Eafe ETF46432F842ETF21,714$150.9 萬0.4%−525−2.4%減碼–
Innovator ETFs Trust45782C409US EQTY BUFR JAN40,085$144.7 萬0.4%+2,800+7.5%加碼–
Vanguard Energy ETF92204A306ETF12,615$135.0 萬0.4%+12,615新進–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF42,246$127.7 萬0.4%00.0%不變–
SPYSPDR S&P 500 ETF TrustETF2,771$125.1 萬0.4%+281+11.3%加碼歷史
EDConsolidated Edison IncStock13,221$125.1 萬0.4%+13,221新進歷史
PCGPG&E CorpStock104,191$124.4 萬0.4%+66,909+179.5%加碼歷史
ATOAtmos Energy CorpCOM10,328$123.4 萬0.4%+10,328新進歷史
SRESempraStock7,338$123.3 萬0.4%+7,338新進歷史
iShares Inc464286525MSCI GBL MIN VOL11,516$120.7 萬0.4%−66−0.6%減碼–
KMIKinder Morgan, Inc.Stock62,464$118.1 萬0.4%+62,464新進歷史
BROBrown & Brown, Inc.Stock15,483$111.8 萬0.3%−4,238−21.5%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF19,116$106.1 萬0.3%−1,794−8.6%減碼–
TSLATesla, Inc.Stock919$99.0 萬0.3%+61+7.1%加碼歷史
ADMArcher-Daniels-Midland CoStock10,628$95.9 萬0.3%+10,135+2,055.8%加碼歷史
iShares Tr464288638ISHS 5-10YR INVT17,146$94.0 萬0.3%−430−2.4%減碼–
iShares Tr464288257MSCI ACWI ETF9,370$93.4 萬0.3%−151−1.6%減碼–
CVSCVS Health CorpStock9,148$92.5 萬0.3%+8,493+1,296.6%加碼歷史
FSKFS KKR Capital CorpCOM39,880$91.0 萬0.3%−326−0.8%減碼歷史
SFMSprouts Farmers Market, Inc.COM27,787$88.8 萬0.3%+27,787新進歷史
MOAltria Group, Inc.Stock16,944$88.5 萬0.3%+16,876+24,817.6%加碼歷史
ELEstee Lauder Companies IncCL A3,219$87.6 萬0.3%+3,210+35,666.7%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM10,381$86.9 萬0.3%+10,381新進歷史
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF34,945$84.2 萬0.3%+7,795+28.7%加碼–
MKCMcCormick & Co IncStock8,308$82.9 萬0.2%+8,308新進歷史
CCLCarnival Corp Ltd.UNIT 99/99/999940,553$81.9 萬0.2%+40,253+13,417.7%加碼歷史
MSFTMicrosoft CorpStock2,582$79.6 萬0.2%−451−14.9%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE20,942$78.9 萬0.2%00.0%不變–
Innovator ETFs Trust45782C664US EQTY BUF SEP23,911$78.0 萬0.2%−80−0.3%減碼–
LCIDLucid Group, Inc.COM30,275$76.8 萬0.2%+30,275新進歷史
FFord Motor CoStock44,482$75.2 萬0.2%−7,236−14.0%減碼歷史
Innovator ETFs Trust45782C888US EQT BUFR APR21,406$72.6 萬0.2%−1,367−6.0%減碼–
EXPEExpedia Group, Inc.Stock3,698$72.3 萬0.2%+3,698新進歷史
EAElectronic Arts Inc.COM5,722$72.3 萬0.2%+5,722新進歷史
DRIDarden Restaurants IncCOM5,383$71.5 萬0.2%+5,383新進歷史
ROLRollins IncCOM20,384$71.4 萬0.2%+20,384新進歷史
CZRCaesars Entertainment, Inc.COM9,031$69.8 萬0.2%+9,031新進歷史
ORLYO Reilly Automotive IncStock991$67.8 萬0.2%−339−25.5%減碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF3,054$63.6 萬0.2%−241−7.3%減碼–
iShares U.S. Treasury Bond ETF46429B267ETF25,337$63.1 萬0.2%−905−3.4%減碼–
VVisa Inc.Stock2,825$62.6 萬0.2%+2,236+379.6%加碼歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF20,231$62.0 萬0.2%00.0%不變–
POOLPool CorpCOM1,466$61.9 萬0.2%−180−10.9%減碼歷史
iShares Tr46434V4070-5YR HI YL CP13,928$61.2 萬0.2%00.0%不變–
Innovator ETFs Trust45782C391US EQTY BUFR MAR17,084$59.8 萬0.2%−707−4.0%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF2,557$58.2 萬0.2%+574+28.9%加碼–
HRLHormel Foods CorpCOM11,076$57.0 萬0.2%00.0%不變歷史
ALLAllstate CorpStock4,047$56.0 萬0.2%+3,732+1,184.8%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock3,164$53.9 萬0.2%+2,789+743.7%加碼歷史
AMZNAmazon Com IncStock165$53.7 萬0.2%+11+7.1%加碼歷史
CGCarlyle Group Inc.COM10,905$53.3 萬0.2%+54+0.5%加碼歷史
iShares Tr46434V282U S EQUITY FACTR11,950$53.1 萬0.2%+3,941+49.2%加碼–
iShares S&P 500 Value ETF464287408ETF3,272$50.9 萬0.2%−197−5.7%減碼–

2021 年第 4 季之後清倉（67 檔）

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

Bellwether Advisors, 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
NEENextera Energy IncStock16,298$152.1 萬0.5%歷史
BTUPeabody Energy CorpCOM64,660$65.1 萬0.2%歷史
AMPAmeriprise Financial IncCOM2,120$63.9 萬0.2%歷史
WLLWhiting Holdings LLCCOM NEW4,521$29.2 萬0.1%歷史
CRKComstock Resources IncCOM34,939$28.2 萬0.1%歷史
CPECallon Petroleum CoCOM5,151$24.3 萬0.1%歷史
Oasis Petroleum Inc Com674215108Stock1,812$22.8 萬0.1%–
FANGDiamondback Energy, Inc.Stock1,705$18.3 萬0.1%歷史
SPDR Index Shs FDS78463X103PORTFLO EURP ETF3,874$16.5 萬0.1%–
IVTInvenTrust Properties Corp.COM NEW3,376$9.20 萬<0.1%歷史
INMDInMode Ltd.SHS1,200$8.40 萬<0.1%歷史
CRCCalifornia Resources CorpCOM STOCK1,805$7.70 萬<0.1%歷史
IRTIndependence Realty Trust, Inc.COM2,594$6.70 萬<0.1%歷史
ABNBAirbnb, Inc.Stock350$5.80 萬<0.1%歷史
CMGChipotle Mexican Grill IncCOM30$5.20 萬<0.1%歷史
MTDRMatador Resources CoCOM1,407$5.10 萬<0.1%歷史
CLRContinental Resources, IncCOM987$4.40 萬<0.1%歷史
IAUiShares Gold TrustETF1,200$4.10 萬<0.1%歷史
AEPAmerican Electric Power Co IncStock419$3.70 萬<0.1%歷史
DFSDiscover Financial ServicesCOM325$3.70 萬<0.1%歷史
MGYMagnolia Oil & Gas CorpCL A1,948$3.60 萬<0.1%歷史
PAGSPagSeguro Digital Ltd.COM CL A1,317$3.40 萬<0.1%歷史
TRGPTarga Resources Corp.COM658$3.40 萬<0.1%歷史
SMSM Energy CoCOM1,111$3.20 萬<0.1%歷史
ESEversource EnergyStock295$2.60 萬<0.1%歷史
HFCHollyFrontier CorpCOM750$2.40 萬<0.1%歷史
DENDenbury IncCOM298$2.20 萬<0.1%歷史
CVNACarvana Co.CL A92$2.10 萬<0.1%歷史
AEEAmeren CorpCOM236$2.10 萬<0.1%歷史
INFOIHS Markit Ltd.SHS159$2.10 萬<0.1%歷史
ARAntero Resources CorpCOM1,180$2.00 萬<0.1%歷史
RRCRange Resources CorpCOM1,108$1.90 萬<0.1%歷史
ETREntergy CorpCOM135$1.50 萬<0.1%歷史
American Centy ETF Tr025072802INTL SMCP VLU240$1.50 萬<0.1%–
PDCEPDC Energy, Inc.COM262$1.20 萬<0.1%歷史
SIVBSVB Financial GroupCOM19$1.20 萬<0.1%歷史
QSQuantumScape CorpCOM CL A533$1.10 萬<0.1%歷史
iShares Tr46434V647GLOBAL REIT ETF368$1.10 萬<0.1%–
Supernova Partners AcquistnG8T86C105SHS CL A1,000$1.00 萬<0.1%–
DLRDigital Realty Trust, Inc.COM46$8,000<0.1%歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD543$7,000<0.1%–
ASXASE Technology Holding Co., Ltd.SPONSORED ADS1,007$7,000<0.1%歷史
GLOBGlobant S.A.COM23$7,000<0.1%歷史
PAYCPaycom Software, Inc.Stock15$6,000<0.1%歷史
SAPSAP SEADR45$6,000<0.1%歷史
GWREGuidewire Software, Inc.COM57$6,000<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF106$4,000<0.1%–
PEGAPegasystems IncCOM39$4,000<0.1%歷史
John Hancock Exchange Traded47804J107MLTFCTR LRG CAP81$4,000<0.1%–
ALRMAlarm.com Holdings, Inc.COM50$4,000<0.1%歷史
SESea LtdSPONSORD ADS22$4,000<0.1%歷史
Power & Digital Infra Acq Co739190106COM CL A393$4,000<0.1%–
FISFidelity National Information Services, Inc.Stock30$3,000<0.1%歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD65$3,000<0.1%–
YUMCYum China Holdings, Inc.COM64$3,000<0.1%歷史
WDAYWorkday, Inc.CL A13$3,000<0.1%歷史
NEOGNeogen CorpCOM72$3,000<0.1%歷史
AVLRAvalara, Inc.COM29$3,000<0.1%歷史
REGIRenewable Energy Group, Inc.COM NEW88$3,000<0.1%歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF27$2,000<0.1%–
SPDR Index Shs FDS78463X400SP CHINA ETF28$2,000<0.1%–
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD589$2,000<0.1%歷史
HCSGHealthcare Services Group IncCOM96$1,000<0.1%歷史
PROPROS Holdings, Inc.COM52$1,000<0.1%歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF14$00.0%–
iShares Tr464288273EAFE SML CP ETF10$00.0%–
DLOdLocal LtdCLASS A COM26$00.0%歷史