跳到主要內容
Livermore
Livermore
中文EN

Bellwether Advisors, LLC

SEC CIK
0001819815
最新申報
2026/8/13

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/5 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
450
較 2022 年第 1 季 −128
總值
$3.11 億
較 2022 年第 1 季 −$2,494 萬 (−7.4%)
申報日
2022/8/5
SEC
Bellwether Advisors, LLC 在 2022 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
Vanguard World FD921910816MEGA GRWTH IND348$6.30 萬<0.1%00.0%不變–
iShares S&P Small-Cap 600 Value ETF464287879ETF721$6.40 萬<0.1%+8+1.1%加碼–
JNJJohnson & JohnsonStock375$6.60 萬<0.1%+21+5.9%加碼歷史
iShares Tr46428951110+ YR INVST GRD1,241$6.60 萬<0.1%00.0%不變–
Fidelity Merrimack STR Tr316188101CORP BOND ETF1,453$6.70 萬<0.1%00.0%不變–
XOMExxonMobil Holdings CorpCOM795$6.80 萬<0.1%−426−34.9%減碼歷史
WisdomTree Tr97717W760INTL SMCAP DIV1,225$7.10 萬<0.1%00.0%不變–
SBUXStarbucks CorpStock977$7.40 萬<0.1%−105−9.7%減碼歷史
iShares Tr4642874571 3 YR TREAS BD903$7.40 萬<0.1%−16−1.7%減碼–
Schwab International Small-Cap Equity ETF808524888ETF2,515$7.80 萬<0.1%00.0%不變–
GWWW.W. Grainger, Inc.Stock185$8.40 萬<0.1%−11−5.6%減碼歷史
SPDR Series Trust78464A607ST STR DOW REIT929$8.80 萬<0.1%+9+1.0%加碼–
BLKBlackRock, Inc.COM145$8.80 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF2,638$9.10 萬<0.1%00.0%不變–
iShares Tr464288646ISHS 1-5YR INVS1,806$9.10 萬<0.1%00.0%不變–
iShares Tr464288885EAFE GRWTH ETF1,263$10.1 萬<0.1%00.0%不變–
CVSCVS Health CorpStock1,139$10.5 萬<0.1%−8,009−87.5%減碼歷史
SYKStryker CorpStock538$10.7 萬<0.1%−47−8.0%減碼歷史
iShares Tr46435G425ESG AWR MSCI USA1,372$11.5 萬<0.1%00.0%不變–
iShares Tr46434V803HDG MSCI EAFE3,736$11.8 萬<0.1%−6,397−63.1%減碼–
PGProcter & Gamble CoStock834$11.9 萬<0.1%+25+3.1%加碼歷史
LOANManhattan Bridge Capital, IncREIT124,849$12.4 萬<0.1%+16,639+15.4%加碼歷史
LOWLowes Companies IncStock770$13.4 萬<0.1%−60−7.2%減碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG4,694$13.8 萬<0.1%00.0%不變–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF4,380$14.2 萬<0.1%−167−3.7%減碼–
iShares Tr464289859CORE 80 20 ETF2,414$14.4 萬<0.1%+908+60.3%加碼–
Innovator U.S. Equity Buffer ETF - October45782C771ETF4,767$14.5 萬<0.1%00.0%不變–
SCHWSchwab Charles CorpStock2,309$14.5 萬<0.1%00.0%不變歷史
COPConocoPhillipsStock1,641$14.7 萬<0.1%00.0%不變歷史
USBUS Bancorp DECOM NEW3,197$14.7 萬<0.1%−165−4.9%減碼歷史
LMTLockheed Martin CorpStock346$14.8 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE4,865$15.3 萬<0.1%+4,865新進–
UPSUnited Parcel Service IncStock850$15.5 萬<0.1%−24−2.7%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF6,016$17.3 萬0.1%00.0%不變–
iShares Tr464287739U.S. REAL ES ETF1,947$17.9 萬0.1%+20+1.0%加碼–
Innovator ETFs Trust45782C755US EQTY BUFR JUN6,916$20.6 萬0.1%00.0%不變–
iShares S&P Small-Cap 600 Growth ETF464287887ETF2,007$21.1 萬0.1%−1,181−37.0%減碼–
LWLamb Weston Holdings, Inc.Stock2,970$21.2 萬0.1%+10.0%加碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF8,231$21.6 萬0.1%00.0%不變–
GOOGLAlphabet Inc.Stock100$21.7 萬0.1%−1−1.0%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR3,380$22.3 萬0.1%−161−4.5%減碼歷史
iShares Tr464288513IBOXX HI YD ETF3,143$23.1 萬0.1%+11+0.4%加碼–
iShares MSCI Eafe ETF464287465ETF3,817$23.8 萬0.1%+124+3.4%加碼–
iShares Tr464289867CORE 60 BALA ETF4,973$23.8 萬0.1%+4,020+421.8%加碼–
UNPUnion Pacific CorpStock1,135$24.2 萬0.1%00.0%不變歷史
iShares Tr464288281JPMORGAN USD EMG3,070$26.1 萬0.1%−283−8.4%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF6,614$27.5 萬0.1%00.0%不變–
AMZNAmazon Com IncStock2,680$28.4 萬0.1%−620−18.8%減碼依 20 比 1 拆股換算歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,134$29.5 萬0.1%−274−8.0%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,584$29.8 萬0.1%−973−38.1%減碼–
CAGConagra Brands Inc.Stock9,476$32.4 萬0.1%+30.0%加碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF1,885$32.4 萬0.1%−1,169−38.3%減碼–
iShares U S ETF Tr46431W507SHOR DURA BD ETF6,842$33.7 萬0.1%−116−1.7%減碼–
AAPLApple Inc.Stock2,473$33.8 萬0.1%−12−0.5%減碼歷史
Invesco QQQ Trust Series I46090E103ETF1,235$34.6 萬0.1%+10+0.8%加碼–
iShares Tr4642874407-10 YR TRSY BD3,423$35.0 萬0.1%−195−5.4%減碼–
iShares Tr46434V282U S EQUITY FACTR9,337$35.3 萬0.1%−2,613−21.9%減碼–
iShares Tr464287150CORE S&P TTL STK4,330$36.2 萬0.1%−708−14.1%減碼–
Vanguard S&P 500 ETF922908363ETF1,058$36.6 萬0.1%00.0%不變–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF3,375$37.1 萬0.1%−198−5.5%減碼–
Innovator ETFs Trust45782C581US EQTY BUF NOV13,742$39.3 萬0.1%−335−2.4%減碼–
SHWSherwin Williams CoCOM1,800$40.3 萬0.1%00.0%不變歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF8,582$42.1 萬0.1%−10,534−55.1%減碼–
WERNWerner Enterprises IncCOM11,401$43.9 萬0.1%00.0%不變歷史
LPLALPL Financial Holdings Inc.COM2,422$44.6 萬0.1%+2,422新進歷史
iShares S&P 500 Value ETF464287408ETF3,293$45.2 萬0.1%+21+0.6%加碼–
iShares Tr46434V4070-5YR HI YL CP11,290$45.7 萬0.1%−2,638−18.9%減碼–
AONAon plcCL A1,708$46.0 萬0.1%+1,702+28,366.7%加碼歷史
CINFCincinnati Financial CorpCOM3,934$46.8 萬0.2%+3,934新進歷史
MRSHMarsh & McLennan Companies, Inc.Stock3,026$46.9 萬0.2%−138−4.4%減碼歷史
AFLAflac IncStock8,722$48.2 萬0.2%+1,125+14.8%加碼歷史
AXPAmerican Express CoStock3,723$51.6 萬0.2%+2,857+329.9%加碼歷史
HRLHormel Foods CorpCOM11,076$52.4 萬0.2%00.0%不變歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF19,231$52.5 萬0.2%−1,000−4.9%減碼–
Innovator ETFs Trust45782C391US EQTY BUFR MAR17,084$52.8 萬0.2%00.0%不變–
iShares U.S. Treasury Bond ETF46429B267ETF23,674$56.5 萬0.2%−1,663−6.6%減碼–
VVisa Inc.Stock3,051$60.0 萬0.2%+226+8.0%加碼歷史
MSFTMicrosoft CorpStock2,341$60.1 萬0.2%−241−9.3%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF11,620$68.3 萬0.2%−10,094−46.5%減碼–
Innovator ETFs Trust45782C664US EQTY BUF SEP23,399$68.4 萬0.2%−512−2.1%減碼–
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF34,945$71.9 萬0.2%00.0%不變–
DBX ETF Tr233051200XTRACK MSCI EAFE20,942$72.8 萬0.2%00.0%不變–
iShares Tr464288257MSCI ACWI ETF8,799$73.8 萬0.2%−571−6.1%減碼–
Innovator ETFs Trust45782C888US EQT BUFR APR24,926$74.5 萬0.2%+3,520+16.4%加碼–
FSKFS KKR Capital CorpCOM39,880$77.4 萬0.2%00.0%不變歷史
iShares Tr464288638ISHS 5-10YR INVT15,861$80.9 萬0.3%−1,285−7.5%減碼–
TRVTravelers Companies, Inc.Stock5,416$91.6 萬0.3%+5,416新進歷史
DARDarling Ingredients Inc.COM15,773$94.3 萬0.3%+15,594+8,711.7%加碼歷史
iShares Inc464286525MSCI GBL MIN VOL10,280$97.1 萬0.3%−1,236−10.7%減碼–
SPYSPDR S&P 500 ETF TrustETF2,760$104.1 萬0.3%−11−0.4%減碼歷史
KRKroger CoStock22,897$108.3 萬0.3%−7,120−23.7%減碼歷史
COKECoca-Cola Consolidated, Inc.COM1,966$110.8 萬0.4%+1,966新進歷史
WMKWeis Markets IncCOM14,964$111.5 萬0.4%+14,964新進歷史
HSYHershey CoCOM5,494$118.2 萬0.4%−2,802−33.8%減碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF42,246$118.5 萬0.4%00.0%不變–
PPCPilgrims Pride CorpStock38,648$120.6 萬0.4%+38,536+34,407.1%加碼歷史
GOGrocery Outlet Holding Corp.COM28,944$123.3 萬0.4%+28,944新進歷史
Vanguard Energy ETF92204A306ETF12,657$125.8 萬0.4%+42+0.3%加碼–
iShares Tr46434V613CORE UNIVRSL USD27,254$127.6 萬0.4%−6,075−18.2%減碼–
Innovator ETFs Trust45782C409US EQTY BUFR JAN40,871$131.4 萬0.4%+786+2.0%加碼–

2022 年第 1 季之後清倉（164 檔）

2022 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 164 檔。

Bellwether Advisors, LLC 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF58,849$1,089 萬3.2%–
OKEONEOK IncCOM35,730$252.3 萬0.8%歷史
EXCExelon CorpStock52,277$248.9 萬0.7%歷史
CERNCERNER CorpCOM17,193$160.8 萬0.5%歷史
ATOAtmos Energy CorpCOM10,328$123.4 萬0.4%歷史
KMIKinder Morgan, Inc.Stock62,464$118.1 萬0.4%歷史
BROBrown & Brown, Inc.Stock15,483$111.8 萬0.3%歷史
SFMSprouts Farmers Market, Inc.COM27,787$88.8 萬0.3%歷史
ELEstee Lauder Companies IncCL A3,219$87.6 萬0.3%歷史
MKCMcCormick & Co IncStock8,308$82.9 萬0.2%歷史
LCIDLucid Group, Inc.COM30,275$76.8 萬0.2%歷史
EXPEExpedia Group, Inc.Stock3,698$72.3 萬0.2%歷史
EAElectronic Arts Inc.COM5,722$72.3 萬0.2%歷史
DRIDarden Restaurants IncCOM5,383$71.5 萬0.2%歷史
ROLRollins IncCOM20,384$71.4 萬0.2%歷史
CZRCaesars Entertainment, Inc.COM9,031$69.8 萬0.2%歷史
POOLPool CorpCOM1,466$61.9 萬0.2%歷史
CGCarlyle Group Inc.COM10,905$53.3 萬0.2%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF3,129$49.7 萬0.1%–
APOApollo Global Management, Inc.COM7,761$48.1 萬0.1%歷史
MSMorgan StanleyStock5,437$47.5 萬0.1%歷史
Signature BK New York N Y82669G104COM1,504$44.1 萬0.1%–
BNYBank of New York Mellon CorpStock8,824$43.7 萬0.1%歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,934$19.9 萬0.1%–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF1,186$9.20 萬<0.1%–
CSGSCSG Systems International IncCOM1,043$6.60 萬<0.1%歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF700$6.10 萬<0.1%–
Vanguard Utilities ETF92204A876ETF328$5.30 萬<0.1%–
iShares U.S. Medical Devices ETF464288810ETF768$4.60 萬<0.1%–
ENBEnbridge IncStock522$2.40 萬<0.1%歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR586$2.40 萬<0.1%歷史
BCEBce IncCOM NEW420$2.30 萬<0.1%歷史
CMCanadian Imperial Bank of CommerceCOM189$2.20 萬<0.1%歷史
SPGIS&P Global Inc.Stock48$1.90 萬<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF364$1.90 萬<0.1%–
MKLMarkel Group Inc.COM13$1.90 萬<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE248$1.90 萬<0.1%歷史
Alps ETF Tr00162Q452ALERIAN MLP501$1.90 萬<0.1%–
TSMTaiwan Semiconductor Manufacturing Co LtdADR171$1.70 萬<0.1%歷史
DDominion Energy, IncStock196$1.60 萬<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock26$1.50 萬<0.1%歷史
ASANAsana, Inc.CL A378$1.50 萬<0.1%歷史
ASMLASML Holding NVADR22$1.40 萬<0.1%歷史
NXPINXP Semiconductors N.V.COM72$1.30 萬<0.1%歷史
DEODiageo PLCSPON ADR NEW66$1.30 萬<0.1%歷史
CCICrown Castle Inc.REIT67$1.20 萬<0.1%歷史
ALKAlaska Air Group, Inc.COM209$1.20 萬<0.1%歷史
BKNGBooking Holdings Inc.Stock5$1.10 萬<0.1%歷史
ITWIllinois Tool Works IncStock51$1.00 萬<0.1%歷史
CRLCharles River Laboratories International, Inc.COM37$1.00 萬<0.1%歷史
TYLTyler Technologies IncCOM22$9,000<0.1%歷史
RFRegions Financial CorpCOM412$9,000<0.1%歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS468$9,000<0.1%歷史
PANWPalo Alto Networks IncStock13$8,000<0.1%歷史
IBMInternational Business Machines CorpStock57$7,000<0.1%歷史
KBKB Financial Group Inc.SPONSORED ADR156$7,000<0.1%歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR225$7,000<0.1%歷史
ATVIActivision Blizzard, Inc.COM97$7,000<0.1%歷史
TEAMAtlassian CorpCL A24$7,000<0.1%歷史
MNSTMonster Beverage CorpCOM79$6,000<0.1%歷史
TDGTransDigm Group INCCOM10$6,000<0.1%歷史
VRSKVerisk Analytics, Inc.COM28$6,000<0.1%歷史
WSTWest Pharmaceutical Services IncCOM16$6,000<0.1%歷史
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT332$6,000<0.1%–
PLUGPlug Power IncStock204$5,000<0.1%歷史
TSCOTractor Supply CoCOM25$5,000<0.1%歷史
TECHBIO-TECHNE CorpCOM13$5,000<0.1%歷史
RACEFerrari N.V.COM24$5,000<0.1%歷史
HLTHilton Worldwide Holdings Inc.COM34$5,000<0.1%歷史
HEIHeico CorpCOM37$5,000<0.1%歷史
FIVEFive Below, IncCOM33$5,000<0.1%歷史
ULTAUlta Beauty, Inc.Stock11$4,000<0.1%歷史
MUMicron Technology IncStock64$4,000<0.1%歷史
VMCVulcan Materials COCOM24$4,000<0.1%歷史
KMXCarMax IncCOM43$4,000<0.1%歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD134$4,000<0.1%歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF60$4,000<0.1%–
SBACSba Communications CorpCL A14$4,000<0.1%歷史
WKWorkiva IncCOM CL A40$4,000<0.1%歷史
EQIXEquinix IncCOM6$4,000<0.1%歷史
PCTYPaylocity Holding CorpCOM22$4,000<0.1%歷史
CQPCheniere Energy Partners, L.P.COM UNIT77$4,000<0.1%歷史
INFYInfosys LtdSPONSORED ADR183$4,000<0.1%歷史
CPRTCopart IncCOM36$4,000<0.1%歷史
Neenah Inc640079109COM119$4,000<0.1%–
ACGLArch Capital Group Ltd.Stock80$3,000<0.1%歷史
ALCAlcon IncStock43$3,000<0.1%歷史
AESAES CorpStock131$3,000<0.1%歷史
ACHAccendra Health IncStock79$3,000<0.1%歷史
ETNEaton Corp plcStock21$3,000<0.1%歷史
ROPRoper Technologies IncStock7$3,000<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock19$3,000<0.1%歷史
FRPTFreshpet, Inc.Stock30$3,000<0.1%歷史
UBERUber Technologies, IncStock100$3,000<0.1%歷史
AKAMAkamai Technologies IncCOM32$3,000<0.1%歷史
ACIAlbertsons Companies, Inc.COMMON STOCK102$3,000<0.1%歷史
THCTenet Healthcare CorpCOM NEW44$3,000<0.1%歷史
DXCMDexcom IncCOM6$3,000<0.1%歷史
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN55$3,000<0.1%–
AAPAdvance Auto Parts IncCOM16$3,000<0.1%歷史