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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
AXPAmerican Express CoStock814$12.0 萬<0.1%−2,651−76.5%減碼歷史
LOANManhattan Bridge Capital, IncREIT123,665$12.4 萬<0.1%+45,122+57.4%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF647$12.4 萬<0.1%−901−58.2%減碼–
iShares Tr464287234MSCI EMG MKT ETF3,283$12.4 萬<0.1%+1,698+107.1%加碼–
iShares S&P 500 Value ETF464287408ETF875$12.7 萬<0.1%−40−4.4%減碼–
SYKStryker CorpStock538$13.2 萬<0.1%−28−4.9%減碼歷史
iShares Tr4642874407-10 YR TRSY BD1,432$13.7 萬<0.1%−1,991−58.2%減碼–
Innovator ETFs Trust45782C698US EQUT BUFR AUG4,694$14.1 萬<0.1%00.0%不變–
iShares Tr464288281JPMORGAN USD EMG1,662$14.1 萬<0.1%+101+6.5%加碼–
SPDR Series Trust78468R754ST STR R1K LOWV1,380$14.2 萬<0.1%00.0%不變–
Innovator U.S. Equity Buffer ETF - October45782C771ETF4,639$14.7 萬<0.1%+88+1.9%加碼–
UPSUnited Parcel Service IncStock850$14.8 萬<0.1%00.0%不變歷史
JNJJohnson & JohnsonStock858$15.2 萬<0.1%+480+127.0%加碼歷史
First Tr Exchange-Traded FD33734X150INDLS PROD DUR2,950$15.2 萬<0.1%+2,950新進–
iShares Core MSCI Emerging Markets ETF46434G103ETF3,301$15.4 萬<0.1%−2,372−41.8%減碼–
SPDR Series Trust78464A607ST STR DOW REIT1,804$15.7 萬<0.1%+819+83.1%加碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE4,865$16.3 萬<0.1%00.0%不變–
LMTLockheed Martin CorpStock336$16.3 萬<0.1%−10−2.9%減碼歷史
VVisa Inc.Stock799$16.6 萬<0.1%−143−15.2%減碼歷史
LOWLowes Companies IncStock835$16.6 萬<0.1%00.0%不變歷史
First Trust Financials Alphadex Fund33734X135ETF4,065$16.7 萬<0.1%+4,065新進–
iShares Tr464289859CORE 80 20 ETF2,831$16.9 萬<0.1%+226+8.7%加碼–
GOOGLAlphabet Inc.Stock2,000$17.6 萬0.1%−210−9.5%減碼歷史
Innovator ETFs Trust45782C755US EQTY BUFR JUN5,888$18.0 萬0.1%−528−8.2%減碼–
SCHWSchwab Charles CorpStock2,309$19.2 萬0.1%00.0%不變歷史
COPConocoPhillipsStock1,641$19.4 萬0.1%−6−0.4%減碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF7,837$19.7 萬0.1%−616−7.3%減碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF1,822$19.7 萬0.1%+256+16.3%加碼–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,446$20.5 萬0.1%+1,848+40.2%加碼–
PGProcter & Gamble CoStock1,359$20.6 萬0.1%+459+51.0%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF1,156$22.1 萬0.1%+1,156新進–
AZNAstraZeneca PLCSPONSORED ADR3,380$22.9 萬0.1%00.0%不變歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF4,781$23.6 萬0.1%−2,061−30.1%減碼–
AMZNAmazon Com IncStock2,881$24.2 萬0.1%−282−8.9%減碼歷史
UNPUnion Pacific CorpStock1,192$24.7 萬0.1%00.0%不變歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,404$25.3 萬0.1%−971−28.8%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF6,584$25.7 萬0.1%−788−10.7%減碼–
iShares Tr464287150CORE S&P TTL STK3,031$25.7 萬0.1%−614−16.8%減碼–
LWLamb Weston Holdings, Inc.Stock2,970$26.5 萬0.1%−15,589−84.0%減碼歷史
iShares Tr464289867CORE 60 BALA ETF5,836$27.5 萬0.1%+354+6.5%加碼–
Vanguard Morningstar Large-Cap ETF922908637ETF1,649$28.7 萬0.1%−56−3.3%減碼–
iShares Tr464288638ISHS 5-10YR INVT6,025$29.8 萬0.1%−9,836−62.0%減碼–
Innovator ETFs Trust45782C581US EQTY BUF NOV10,118$30.1 萬0.1%−3,624−26.4%減碼–
Vanguard S&P 500 ETF922908363ETF930$32.7 萬0.1%−27−2.8%減碼–
iShares Core MSCI Eafe ETF46432F842ETF5,324$32.8 萬0.1%−2,555−32.4%減碼–
CAGConagra Brands Inc.Stock9,481$36.7 萬0.1%−172−1.8%減碼歷史
AAPLApple Inc.Stock2,858$37.1 萬0.1%−395−12.1%減碼歷史
iShares Tr46434V282U S EQUITY FACTR9,740$38.0 萬0.1%+200+2.1%加碼–
iShares Tr464288257MSCI ACWI ETF4,853$41.2 萬0.1%−57−1.2%減碼–
SHWSherwin Williams CoCOM1,800$42.7 萬0.1%00.0%不變歷史
WERNWerner Enterprises IncCOM11,401$45.9 萬0.1%00.0%不變歷史
iShares MSCI Eafe ETF464287465ETF7,142$46.9 萬0.1%+3,103+76.8%加碼–
iShares U.S. Treasury Bond ETF46429B267ETF21,205$48.2 萬0.1%−2,441−10.3%減碼–
HRLHormel Foods CorpCOM11,076$50.5 萬0.1%−121−1.1%減碼歷史
Innovator ETFs Trust45782C391US EQTY BUFR MAR15,736$50.6 萬0.1%−500−3.1%減碼–
SPYSPDR S&P 500 ETF TrustETF1,375$52.6 萬0.2%−180−11.6%減碼歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF19,231$54.0 萬0.2%00.0%不變–
iShares Inc464286525MSCI GBL MIN VOL6,084$57.8 萬0.2%+205+3.5%加碼–
FSKFS KKR Capital CorpCOM33,164$58.0 萬0.2%−7,985−19.4%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE18,831$60.7 萬0.2%00.0%不變–
Vanguard Health Care ETF92204A504ETF2,449$60.7 萬0.2%−47,322−95.1%減碼–
Innovator ETFs Trust45782C664US EQTY BUF SEP23,173$70.3 萬0.2%−226−1.0%減碼–
iShares Tr46434V613CORE UNIVRSL USD16,173$72.7 萬0.2%−7,716−32.3%減碼–
Innovator ETFs Trust45782C888US EQT BUFR APR24,926$77.3 萬0.2%00.0%不變–
AGRAvangrid, Inc.COM18,162$78.1 萬0.2%+18,005+11,468.2%加碼歷史
LUVSouthwest Airlines CoCOM23,297$78.4 萬0.2%+22,717+3,916.7%加碼歷史
SRESempraStock5,205$80.4 萬0.2%+5,205新進歷史
iShares Tr46429B655FLTG RATE NT ETF16,071$80.9 萬0.2%−11,923−42.6%減碼–
FDXFedEx CorpStock4,709$81.6 萬0.2%+4,649+7,748.3%加碼歷史
PCARPaccar IncCOM8,252$81.7 萬0.2%+8,164+9,277.3%加碼歷史
GEGeneral Electric CoStock9,821$82.3 萬0.2%+9,733+11,060.2%加碼歷史
LRCXLam Research CorpCOM1,958$82.3 萬0.2%+1,958新進歷史
MMM3M CoStock6,871$82.4 萬0.2%+6,819+13,113.5%加碼歷史
CEGConstellation Energy CorpStock9,686$83.5 萬0.2%−22,613−70.0%減碼歷史
SOSouthern CoStock11,764$84.0 萬0.2%−20,367−63.4%減碼歷史
JCIJohnson Controls International plcStock13,135$84.1 萬0.2%+13,135新進歷史
ESEversource EnergyStock10,125$84.9 萬0.2%+10,125新進歷史
MSFTMicrosoft CorpStock3,555$85.3 萬0.2%+840+30.9%加碼歷史
ETNEaton Corp plcStock5,494$86.2 萬0.3%+5,424+7,748.6%加碼歷史
iShares Inc464286533MSCI EMERG MRKT16,465$87.4 萬0.3%−23,967−59.3%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM16,120$87.8 萬0.3%+11,635+259.4%加碼–
AESAES CorpStock30,632$88.1 萬0.3%+30,632新進歷史
NEENextera Energy IncStock10,734$89.7 萬0.3%+10,243+2,086.2%加碼歷史
PYPLPayPal Holdings, Inc.Stock12,657$90.1 萬0.3%+11,938+1,660.4%加碼歷史
MAMastercard IncStock2,635$91.6 萬0.3%+2,574+4,219.7%加碼歷史
CPRTCopart IncCOM15,715$95.7 萬0.3%+15,715新進歷史
iShares S&P 500 Growth ETF464287309ETF18,474$108.1 萬0.3%+2,120+13.0%加碼–
HSYHershey CoCOM5,151$119.3 萬0.3%+5,140+46,727.3%加碼歷史
KHCKraft Heinz CoStock30,771$125.3 萬0.4%+30,690+37,888.9%加碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF42,254$127.1 萬0.4%+80.0%加碼–
Innovator ETFs Trust45782C409US EQTY BUFR JAN39,259$129.7 萬0.4%−1,438−3.5%減碼–
Innovator ETFs Trust45782C433US EQTY BUFR FEB44,462$133.1 萬0.4%−2,240−4.8%減碼–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF23,619$150.2 萬0.4%−44,537−65.3%減碼–
Innovator ETFs Trust45782C383US EQTY PWR BUF51,348$157.7 萬0.5%−205−0.4%減碼–
Innovator ETFs Trust45782C557US EQTY BUF DEC50,099$159.9 萬0.5%−1,289,435−96.3%減碼–
CAHCardinal Health IncStock21,615$166.2 萬0.5%+21,500+18,695.7%加碼歷史
ETREntergy CorpCOM15,024$169.0 萬0.5%+4,384+41.2%加碼歷史
IDXXIDEXX Laboratories IncCOM4,147$169.2 萬0.5%+4,147新進歷史
CNPCenterpoint Energy IncCOM56,754$170.2 萬0.5%+56,754新進歷史
CMSCMS Energy CorpCOM26,940$170.6 萬0.5%+26,940新進歷史

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