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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 4 季持倉

持倉截至 2022/12/31，2023/2/13 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
447
較 2022 年第 3 季 −81
總值
$3.44 億
較 2022 年第 3 季 +$4,133 萬 (+13.6%)
申報日
2023/2/13
SEC
Bellwether Advisors, LLC 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
State Street Health Care Select Sector SPDR ETF81369Y209ETF361,003$4,904 萬14.2%+197,384+120.6%加碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF452,209$3,371 萬9.8%+166,333+58.2%加碼–
iShares Core S&P 500 ETF464287200ETF63,914$2,456 萬7.1%−1,702−2.6%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF239,189$2,349 萬6.8%+239,189新進–
State Street Utilities Select Sector SPDR ETF81369Y886ETF321,953$2,270 萬6.6%−29,534−8.4%減碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF111,648$805.0 萬2.3%−3,729−3.2%減碼–
Innovator ETFs Trust45782C870US EQT PWR BUF217,650$611.0 萬1.8%+372+0.2%加碼–
TMOThermo Fisher Scientific Inc.Stock10,175$560.3 萬1.6%+10,174+1,017,400.0%加碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF167,838$528.9 萬1.5%+6,036+3.7%加碼–
iShares Core S&P Small Cap ETF464287804ETF49,324$466.8 萬1.4%−3,044−5.8%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF19,168$463.7 萬1.3%−654−3.3%減碼–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF148,592$434.7 萬1.3%+11,348+8.3%加碼–
BRK.BBerkshire Hathaway IncStock12,820$396.0 萬1.1%−67−0.5%減碼歷史
CCEPCoca-Cola Europacific Partners plcSHS70,143$388.0 萬1.1%+70,143新進歷史
WBAWalgreens Boots Alliance, Inc.COM97,338$363.7 萬1.1%+97,338新進歷史
MKCMcCormick & Co IncStock43,130$357.5 萬1.0%+43,016+37,733.3%加碼歷史
Innovator ETFs Trust45782C573US EQTY PWR BUF114,553$345.8 萬1.0%+32,846+40.2%加碼–
ABBVAbbVie Inc.Stock21,053$340.2 萬1.0%−17−0.1%減碼歷史
Innovator ETFs Trust45782C748US EQTY PWR BUF107,297$319.0 萬0.9%−2,514−2.3%減碼–
ILMNIllumina, Inc.COM15,700$317.5 萬0.9%+15,660+39,150.0%加碼歷史
iShares Tr464287291GLOBAL TECH ETF70,358$315.4 萬0.9%−1,705−2.4%減碼–
Innovator ETFs Trust45782C417US EQTY PWR BUF107,273$304.7 萬0.9%−945−0.9%減碼–
iShares MSCI USA Momentum Factor ETF46432F396ETF20,325$296.6 萬0.9%−13,709−40.3%減碼–
Innovator ETFs Trust45782C813US EQTY PWR BUF92,599$279.6 萬0.8%00.0%不變–
iShares Core MSCI Total International Stock ETF46432F834ETF47,958$277.6 萬0.8%−19,531−28.9%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF27,251$264.3 萬0.8%−21,597−44.2%減碼–
Innovator ETFs Trust45782C789US EQTY BUFR JUL77,052$238.2 萬0.7%00.0%不變–
KDPKeurig Dr Pepper Inc.COM65,528$233.7 萬0.7%+65,333+33,504.1%加碼歷史
TSNTyson Foods, Inc.Stock37,453$233.1 萬0.7%+37,406+79,587.2%加碼歷史
ABTAbbott LaboratoriesStock21,017$230.7 萬0.7%−52−0.2%減碼歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF46,821$229.9 萬0.7%−38,744−45.3%減碼–
Innovator ETFs Trust45782C540US EQTY PWR BUF75,386$225.3 萬0.7%−342−0.5%減碼–
Innovator ETFs Trust45782C680US EQTY PWR BF78,443$222.4 萬0.6%+1,494+1.9%加碼–
iShares Tr46432F859CORE 1 5 YR USD47,856$222.2 萬0.6%−41,893−46.7%減碼–
URIUnited Rentals, Inc.COM6,251$222.2 萬0.6%−79−1.2%減碼歷史
BDXBecton Dickinson & CoStock8,155$207.4 萬0.6%+8,141+58,150.0%加碼歷史
MCKMcKesson CorpStock5,375$201.6 萬0.6%+5,256+4,416.8%加碼歷史
TDGTransDigm Group INCCOM3,004$189.1 萬0.5%+3,004新進歷史
ISRGIntuitive Surgical IncCOM NEW6,976$185.1 萬0.5%+6,918+11,927.6%加碼歷史
BMYBristol Myers Squibb CoStock25,645$184.5 萬0.5%−5,994−18.9%減碼歷史
CICigna GroupStock5,450$180.6 萬0.5%+5,424+20,861.5%加碼歷史
BSXBoston Scientific CorpStock38,961$180.3 萬0.5%+38,961新進歷史
CORCencora, Inc.Stock10,850$179.8 萬0.5%+10,850新進歷史
iShares Tr464287556ISHARES BIOTECH13,512$177.4 萬0.5%−749−5.3%減碼–
CMICummins IncStock7,215$174.8 萬0.5%+7,159+12,783.9%加碼歷史
AEEAmeren CorpCOM19,564$174.0 萬0.5%+19,434+14,949.2%加碼歷史
DHRDanaher CorpStock6,502$172.6 萬0.5%+6,368+4,752.2%加碼歷史
CMSCMS Energy CorpCOM26,940$170.6 萬0.5%+26,940新進歷史
CNPCenterpoint Energy IncCOM56,754$170.2 萬0.5%+56,754新進歷史
IDXXIDEXX Laboratories IncCOM4,147$169.2 萬0.5%+4,147新進歷史
ETREntergy CorpCOM15,024$169.0 萬0.5%+4,384+41.2%加碼歷史
CAHCardinal Health IncStock21,615$166.2 萬0.5%+21,500+18,695.7%加碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC50,099$159.9 萬0.5%−1,289,435−96.3%減碼–
Innovator ETFs Trust45782C383US EQTY PWR BUF51,348$157.7 萬0.5%−205−0.4%減碼–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF23,619$150.2 萬0.4%−44,537−65.3%減碼–
Innovator ETFs Trust45782C433US EQTY BUFR FEB44,462$133.1 萬0.4%−2,240−4.8%減碼–
Innovator ETFs Trust45782C409US EQTY BUFR JAN39,259$129.7 萬0.4%−1,438−3.5%減碼–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF42,254$127.1 萬0.4%+80.0%加碼–
KHCKraft Heinz CoStock30,771$125.3 萬0.4%+30,690+37,888.9%加碼歷史
HSYHershey CoCOM5,151$119.3 萬0.3%+5,140+46,727.3%加碼歷史
iShares S&P 500 Growth ETF464287309ETF18,474$108.1 萬0.3%+2,120+13.0%加碼–
CPRTCopart IncCOM15,715$95.7 萬0.3%+15,715新進歷史
MAMastercard IncStock2,635$91.6 萬0.3%+2,574+4,219.7%加碼歷史
PYPLPayPal Holdings, Inc.Stock12,657$90.1 萬0.3%+11,938+1,660.4%加碼歷史
NEENextera Energy IncStock10,734$89.7 萬0.3%+10,243+2,086.2%加碼歷史
AESAES CorpStock30,632$88.1 萬0.3%+30,632新進歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM16,120$87.8 萬0.3%+11,635+259.4%加碼–
iShares Inc464286533MSCI EMERG MRKT16,465$87.4 萬0.3%−23,967−59.3%減碼–
ETNEaton Corp plcStock5,494$86.2 萬0.3%+5,424+7,748.6%加碼歷史
MSFTMicrosoft CorpStock3,555$85.3 萬0.2%+840+30.9%加碼歷史
ESEversource EnergyStock10,125$84.9 萬0.2%+10,125新進歷史
JCIJohnson Controls International plcStock13,135$84.1 萬0.2%+13,135新進歷史
SOSouthern CoStock11,764$84.0 萬0.2%−20,367−63.4%減碼歷史
CEGConstellation Energy CorpStock9,686$83.5 萬0.2%−22,613−70.0%減碼歷史
MMM3M CoStock6,871$82.4 萬0.2%+6,819+13,113.5%加碼歷史
LRCXLam Research CorpCOM1,958$82.3 萬0.2%+1,958新進歷史
GEGeneral Electric CoStock9,821$82.3 萬0.2%+9,733+11,060.2%加碼歷史
PCARPaccar IncCOM8,252$81.7 萬0.2%+8,164+9,277.3%加碼歷史
FDXFedEx CorpStock4,709$81.6 萬0.2%+4,649+7,748.3%加碼歷史
iShares Tr46429B655FLTG RATE NT ETF16,071$80.9 萬0.2%−11,923−42.6%減碼–
SRESempraStock5,205$80.4 萬0.2%+5,205新進歷史
LUVSouthwest Airlines CoCOM23,297$78.4 萬0.2%+22,717+3,916.7%加碼歷史
AGRAvangrid, Inc.COM18,162$78.1 萬0.2%+18,005+11,468.2%加碼歷史
Innovator ETFs Trust45782C888US EQT BUFR APR24,926$77.3 萬0.2%00.0%不變–
iShares Tr46434V613CORE UNIVRSL USD16,173$72.7 萬0.2%−7,716−32.3%減碼–
Innovator ETFs Trust45782C664US EQTY BUF SEP23,173$70.3 萬0.2%−226−1.0%減碼–
Vanguard Health Care ETF92204A504ETF2,449$60.7 萬0.2%−47,322−95.1%減碼–
DBX ETF Tr233051200XTRACK MSCI EAFE18,831$60.7 萬0.2%00.0%不變–
FSKFS KKR Capital CorpCOM33,164$58.0 萬0.2%−7,985−19.4%減碼歷史
iShares Inc464286525MSCI GBL MIN VOL6,084$57.8 萬0.2%+205+3.5%加碼–
Innovator ETFs Trust45782C318US EQTY PWR BUF19,231$54.0 萬0.2%00.0%不變–
SPYSPDR S&P 500 ETF TrustETF1,375$52.6 萬0.2%−180−11.6%減碼歷史
Innovator ETFs Trust45782C391US EQTY BUFR MAR15,736$50.6 萬0.1%−500−3.1%減碼–
HRLHormel Foods CorpCOM11,076$50.5 萬0.1%−121−1.1%減碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF21,205$48.2 萬0.1%−2,441−10.3%減碼–
iShares MSCI Eafe ETF464287465ETF7,142$46.9 萬0.1%+3,103+76.8%加碼–
WERNWerner Enterprises IncCOM11,401$45.9 萬0.1%00.0%不變歷史
SHWSherwin Williams CoCOM1,800$42.7 萬0.1%00.0%不變歷史
iShares Tr464288257MSCI ACWI ETF4,853$41.2 萬0.1%−57−1.2%減碼–
iShares Tr46434V282U S EQUITY FACTR9,740$38.0 萬0.1%+200+2.1%加碼–

2022 年第 3 季之後清倉（138 檔）

2022 年第 3 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 138 檔。

Bellwether Advisors, LLC 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
EDConsolidated Edison IncStock37,849$324.5 萬1.1%歷史
MGPIMGP Ingredients IncCOM29,278$310.8 萬1.0%歷史
GOGrocery Outlet Holding Corp.COM80,820$269.0 萬0.9%歷史
LNGCheniere Energy, Inc.COM NEW15,347$254.6 萬0.8%歷史
WMBWilliams Companies, Inc.COM75,457$216.0 萬0.7%歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF27,868$200.7 萬0.7%–
iShares Tr464288414NATIONAL MUN ETF15,844$162.5 萬0.5%–
COKECoca-Cola Consolidated, Inc.COM3,786$155.8 萬0.5%歷史
CELHCelsius Holdings, Inc.COM NEW12,751$115.6 萬0.4%歷史
Vanguard Energy ETF92204A306ETF11,219$113.9 萬0.4%–
PPCPilgrims Pride CorpStock34,152$78.6 萬0.3%歷史
PGRProgressive CorpStock6,627$77.0 萬0.3%歷史
LPLALPL Financial Holdings Inc.COM3,492$76.2 萬0.3%歷史
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF31,780$61.0 萬0.2%–
AJGArthur J. Gallagher & Co.COM2,278$39.0 萬0.1%歷史
AFLAflac IncStock6,750$37.9 萬0.1%歷史
FISVFiserv IncStock3,580$33.4 萬0.1%歷史
Vanguard Ftse Developed Markets ETF921943858ETF1,489$5.40 萬<0.1%–
ETEnergy Transfer LPCOM UT LTD PTN4,422$4.80 萬<0.1%歷史
MPLXMPLX LPCOM UNIT REP LTD1,189$3.50 萬<0.1%歷史
ORLYO Reilly Automotive IncStock37$2.60 萬<0.1%歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF528$2.30 萬<0.1%–
PFGPrincipal Financial Group IncCOM237$1.70 萬<0.1%歷史
EXRExtra Space Storage Inc.COM96$1.60 萬<0.1%歷史
NVDANVIDIA CorpStock124$1.50 萬<0.1%歷史
CRMSalesforce, Inc.Stock111$1.50 萬<0.1%歷史
WCNWaste Connections, Inc.COM112$1.50 萬<0.1%歷史
FITBFifth Third BancorpCOM414$1.30 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT708$1.10 萬<0.1%–
CPCanadian Pacific Kansas City LtdCOM167$1.10 萬<0.1%歷史
Innovator U.S. Equity Ultra Buffer ETF - January45782C300ETF373$1.00 萬<0.1%–
TSCOTractor Supply CoCOM57$1.00 萬<0.1%歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA210$1.00 萬<0.1%–
iShares Tr4642886613 7 YR TREAS BD83$9,000<0.1%–
Dimensional ETF Trust25434V807INTERNATNAL VAL364$9,000<0.1%–
NTRNutrien Ltd.COM115$9,000<0.1%歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF189$8,000<0.1%–
METMetlife IncStock138$8,000<0.1%歷史
CLColgate Palmolive CoStock116$8,000<0.1%歷史
AONAon plcCL A32$8,000<0.1%歷史
CINFCincinnati Financial CorpCOM90$8,000<0.1%歷史
Fidelity Covington Trust316092824LOW VOLITY ETF213$8,000<0.1%–
EQIXEquinix IncCOM15$8,000<0.1%歷史
DFSDiscover Financial ServicesCOM97$8,000<0.1%歷史
SPGIS&P Global Inc.Stock25$7,000<0.1%歷史
AMTAmerican Tower CorpREIT30$6,000<0.1%歷史
ICEIntercontinental Exchange, Inc.Stock72$6,000<0.1%歷史
MSMorgan StanleyStock80$6,000<0.1%歷史
INTUIntuit Inc.Stock16$6,000<0.1%歷史
ATOAtmos Energy CorpCOM64$6,000<0.1%歷史
KEYKeycorpCOM391$6,000<0.1%歷史
SPDR Series Trust78468R408ST TERM HIGH ETF268$6,000<0.1%–
Invesco QQQ Trust Series I46090E103ETF19$5,000<0.1%–
FCXFreeport-McMoran IncStock200$5,000<0.1%歷史
SPDR Index Shs FDS78463X772ST S&P INTL ETF201$5,000<0.1%–
TYLTyler Technologies IncCOM15$5,000<0.1%歷史
FTNTFortinet, Inc.Stock100$4,000<0.1%歷史
DUKDuke Energy CORPStock45$4,000<0.1%歷史
PNCPNC Financial Services Group, Inc.Stock33$4,000<0.1%歷史
New York Life Investments Et45409B800MERGE ARBIT ETF138$4,000<0.1%–
LYBLyondellBasell Industries N.V.SHS - A -58$4,000<0.1%歷史
NTRSNorthern Trust CorpCOM50$4,000<0.1%歷史
AMCRAmcor plcORD426$4,000<0.1%歷史
EMNEastman Chemical CoStock49$3,000<0.1%歷史
GNRCGenerac Holdings Inc.Stock17$3,000<0.1%歷史
BF.BBrown Forman CorpStock60$3,000<0.1%歷史
Vanguard High Dividend Yield Index ETF921946406ETF37$3,000<0.1%–
LNTAlliant Energy CorpStock59$3,000<0.1%歷史
TRPTC Energy CorpCOM75$3,000<0.1%歷史
BEPCBrookfield Renewable CorpCL A SUB VTG96$3,000<0.1%歷史
SJMJ M SMUCKER CoStock21$2,000<0.1%歷史
EVRGEvergy, Inc.Stock46$2,000<0.1%歷史
MDLZMondelez International, Inc.Stock39$2,000<0.1%歷史
BRBRBellring Brands, Inc.Stock124$2,000<0.1%歷史
STZConstellation Brands, Inc.Stock11$2,000<0.1%歷史
ICLRIcon PLCCOM14$2,000<0.1%歷史
CPBCAMPBELL'S CoCOM60$2,000<0.1%歷史
RPRXRoyalty Pharma plcSHS CLASS A68$2,000<0.1%歷史
ALNYAlnylam Pharmaceuticals, Inc.COM13$2,000<0.1%歷史
BIOBio-Rad Laboratories, Inc.CL A6$2,000<0.1%歷史
WATWaters CorpCOM10$2,000<0.1%歷史
RVTYRevvity, Inc.COM20$2,000<0.1%歷史
MOHMolina Healthcare, Inc.COM9$2,000<0.1%歷史
PPLPPL CorpCOM103$2,000<0.1%歷史
DXCMDexcom IncCOM37$2,000<0.1%歷史
SWKStanley Black & Decker, Inc.COM35$2,000<0.1%歷史
TAPMolson Coors Beverage CoCL B57$2,000<0.1%歷史
WisdomTree Tr97717W315EMER MKT HIGH FD91$2,000<0.1%–
IPInternational Paper CoCOM65$2,000<0.1%歷史
CTLTCatalent, Inc.COM29$2,000<0.1%歷史
MASIMasimo CorpCOM21$2,000<0.1%歷史
DSEYDiversey Holdings, Ltd.ORD SHS442$2,000<0.1%歷史
BROBrown & Brown, Inc.Stock18$1,000<0.1%歷史
ODFLOld Dominion Freight Line, Inc.COM5$1,000<0.1%歷史
RGENRepligen CorpCOM10$1,000<0.1%歷史
SYFSynchrony FinancialCOM37$1,000<0.1%歷史
NDAQNasdaq, Inc.COM24$1,000<0.1%歷史
DDOGDatadog, Inc.CL A COM20$1,000<0.1%歷史
RHRHCOM7$1,000<0.1%歷史
OKTAOkta, Inc.CL A25$1,000<0.1%歷史