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Livermore
Livermore
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Bellwether Advisors, LLC

SEC CIK
0001819815
最新申報
2026/8/13

2023 年第 1 季持倉

持倉截至 2023/3/31，2023/5/5 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
486
較 2022 年第 4 季 +39
總值
$3.65 億
較 2022 年第 4 季 +$2,071 萬 (+6.0%)
申報日
2023/5/5
SEC
Bellwether Advisors, LLC 在 2023 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
USOUnited States Oil Fund, LPUNITS9$597<0.1%00.0%不變歷史
BIDUBaidu, Inc.ADR4$603<0.1%+4新進歷史
TTDTrade Desk, Inc.Stock10$609<0.1%00.0%不變歷史
WDAYWorkday, Inc.CL A3$619<0.1%+3新進歷史
SLMSLM CorpCOM50$619<0.1%00.0%不變歷史
DDOGDatadog, Inc.CL A COM9$653<0.1%+9新進歷史
COINCoinbase Global, Inc.COM CL A10$675<0.1%00.0%不變歷史
EBAYeBay IncCOM17$754<0.1%+17新進歷史
iShares Tips Bond ETF464287176ETF7$771<0.1%00.0%不變–
TJXTJX Companies IncStock10$783<0.1%00.0%不變歷史
NAVINavient CorpCOM53$847<0.1%00.0%不變歷史
STWDStarwood Property Trust, Inc.COM48$854<0.1%+1+2.1%加碼歷史
VODVodafone Group Public Ltd CoADR89$982<0.1%00.0%不變歷史
EXPDExpeditors International of Washington IncCOM9$991<0.1%00.0%不變歷史
DGDollar General CorpCOM5$1,052<0.1%00.0%不變歷史
WHRWhirlpool CorpStock8$1,056<0.1%00.0%不變歷史
GLWCorning IncCOM30$1,058<0.1%−4−11.8%減碼歷史
STTState Street CorpCOM14$1,059<0.1%00.0%不變歷史
Innovator ETFs Tr45782C185DOUBLE STKER OCT36$1,072<0.1%−36−50.0%減碼–
BBYBest Buy Co IncStock14$1,095<0.1%00.0%不變歷史
RELXRELX PLCSPONSORED ADR35$1,135<0.1%+35新進歷史
WMWaste Management IncStock7$1,142<0.1%00.0%不變歷史
POWWOutdoor Holding CoCOM600$1,182<0.1%00.0%不變歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET13$1,185<0.1%00.0%不變歷史
CSCOCisco Systems, Inc.Stock23$1,202<0.1%−113−83.1%減碼歷史
BABoeing CoStock6$1,274<0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock4$1,308<0.1%00.0%不變歷史
iShares Inc464286509MSCI CDA ETF39$1,333<0.1%−19−32.8%減碼–
SPDR Index Shs FDS78463X863ST DOW INTL ETF53$1,392<0.1%−76−58.9%減碼–
GILDGilead Sciences, Inc.Stock17$1,410<0.1%+1+6.3%加碼歷史
AVYAvery Dennison CorpCOM8$1,431<0.1%00.0%不變歷史
Schwab Emerging Markets Equity ETF808524706ETF59$1,460<0.1%00.0%不變–
WLKWestlake CorpCOM13$1,507<0.1%00.0%不變歷史
Innovator ETFs Tr45783Y699UNCAPPED ACCLRTD60$1,563<0.1%00.0%不變–
AGNCAGNC Investment Corp.REIT162$1,632<0.1%00.0%不變歷史
RSGRepublic Services, Inc.COM13$1,757<0.1%−3−18.8%減碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF16$1,761<0.1%−6−27.3%減碼–
DTMDT Midstream, Inc.COMMON STOCK36$1,777<0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock4$1,839<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD26$1,981<0.1%00.0%不變–
SQFTPresidio Property Trust, Inc.COM CL A1,947$2,008<0.1%00.0%不變歷史
BAXBaxter International IncStock50$2,028<0.1%00.0%不變歷史
iShares Tr464287770U.S. FIN SVC ETF14$2,113<0.1%00.0%不變–
GPKGraphic Packaging Holding CoCOM83$2,115<0.1%00.0%不變歷史
Vanguard Consumer Staples ETF92204A207ETF11$2,128<0.1%−1,145−99.0%減碼–
CACCCredit Acceptance CorpCOM5$2,180<0.1%00.0%不變歷史
VTRSViatris IncStock227$2,186<0.1%+1+0.4%加碼歷史
iShares Tr464288562RESIDENTIAL MULT31$2,189<0.1%00.0%不變–
GEHCGE HealthCare Technologies Inc.Stock27$2,214<0.1%+27新進歷史
Schwab U.S. Large-Cap ETF808524201ETF46$2,225<0.1%00.0%不變–
HDHome Depot, Inc.Stock8$2,360<0.1%−29−78.4%減碼歷史
APHAmphenol CorpCL A30$2,451<0.1%00.0%不變歷史
CFCF Industries Holdings, Inc.COM34$2,464<0.1%00.0%不變歷史
SLGNSilgan Holdings IncCOM49$2,629<0.1%00.0%不變歷史
iShares Tr46429B291A RATE CP BD ETF58$2,774<0.1%00.0%不變–
TSNTyson Foods, Inc.Stock47$2,788<0.1%−37,406−99.9%減碼歷史
HBANHuntington Bancshares IncCOM258$2,889<0.1%00.0%不變歷史
Niocorp Developments Ltd654484104COM462$2,938<0.1%+462新進–
CCLCarnival Corp Ltd.UNIT 99/99/9999300$3,045<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF100$3,097<0.1%00.0%不變–
WBDWarner Bros. Discovery, Inc.Stock215$3,246<0.1%−12−5.3%減碼歷史
SYYSysco CorpStock42$3,318<0.1%00.0%不變歷史
DHIHorton D R IncCOM34$3,321<0.1%00.0%不變歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF117$3,466<0.1%−109−48.2%減碼–
SNPSSynopsys IncCOM9$3,476<0.1%00.0%不變歷史
SOFISoFi Technologies, Inc.Stock605$3,672<0.1%00.0%不變歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF46$3,690<0.1%−73−61.3%減碼–
RTLNecessity Retail REIT, Inc.COM CLASS A600$3,768<0.1%00.0%不變歷史
LABStandard Biotools Inc.COM2,016$3,931<0.1%00.0%不變歷史
MELIMercadolibre IncCOM3$3,954<0.1%00.0%不變歷史
CRSPCRISPR Therapeutics AGNAMEN AKT88$3,980<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW71$4,225<0.1%00.0%不變–
SLViShares Silver TrustETF200$4,424<0.1%00.0%不變歷史
EMREmerson Electric CoStock52$4,531<0.1%00.0%不變歷史
RYRoyal Bank of CanadaStock48$4,587<0.1%00.0%不變歷史
RIOTRiot Platforms, Inc.COM461$4,605<0.1%00.0%不變歷史
Barrick Gold Corp067901108COM250$4,642<0.1%00.0%不變–
FDXFedEx CorpStock20$4,751<0.1%−4,689−99.6%減碼歷史
HASHasbro, Inc.COM90$4,832<0.1%00.0%不變歷史
WisdomTree Tr97717W604US SMALLCAP DIVD170$4,855<0.1%00.0%不變–
PMPhilip Morris International Inc.Stock50$4,862<0.1%00.0%不變歷史
DARDarling Ingredients Inc.COM84$4,905<0.1%00.0%不變歷史
PFEPfizer IncStock121$4,936<0.1%00.0%不變歷史
IBMInternational Business Machines CorpStock40$5,243<0.1%00.0%不變歷史
MARMarriott International IncStock32$5,313<0.1%00.0%不變歷史
DISWalt Disney CoStock54$5,407<0.1%00.0%不變歷史
BABAAlibaba Group Holding LtdADR54$5,517<0.1%+49+980.0%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW88$5,534<0.1%00.0%不變–
WFCWells Fargo & CompanyStock172$6,429<0.1%00.0%不變歷史
DOCHealthpeak Properties, Inc.COM300$6,591<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF151$6,634<0.1%00.0%不變–
HAHawaiian Holdings IncCOM750$6,870<0.1%00.0%不變歷史
WMTWalmart Inc.Stock47$6,930<0.1%00.0%不變歷史
MCOMoodys CorpStock23$7,038<0.1%00.0%不變歷史
TECHBIO-TECHNE CorpCOM96$7,122<0.1%00.0%不變歷史
DKNGDraftKings Inc.Stock373$7,221<0.1%00.0%不變歷史
AZOAutoZone IncCOM3$7,374<0.1%00.0%不變歷史
BIIBBiogen Inc.COM27$7,506<0.1%00.0%不變歷史
BPBP PLCADR200$7,588<0.1%00.0%不變歷史
VRTXVertex Pharmaceuticals IncStock25$7,876<0.1%00.0%不變歷史

2022 年第 4 季之後清倉（71 檔）

2022 年第 4 季季末還持有、這份申報已經沒有的部位。

Bellwether Advisors, LLC 在 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
CCEPCoca-Cola Europacific Partners plcSHS70,143$388.0 萬1.1%歷史
WBAWalgreens Boots Alliance, Inc.COM97,338$363.7 萬1.1%歷史
MKCMcCormick & Co IncStock43,130$357.5 萬1.0%歷史
ISRGIntuitive Surgical IncCOM NEW6,976$185.1 萬0.5%歷史
AEEAmeren CorpCOM19,564$174.0 萬0.5%歷史
CMSCMS Energy CorpCOM26,940$170.6 萬0.5%歷史
HSYHershey CoCOM5,151$119.3 萬0.3%歷史
NEENextera Energy IncStock10,734$89.7 萬0.3%歷史
AESAES CorpStock30,632$88.1 萬0.3%歷史
ESEversource EnergyStock10,125$84.9 萬0.2%歷史
JCIJohnson Controls International plcStock13,135$84.1 萬0.2%歷史
LRCXLam Research CorpCOM1,958$82.3 萬0.2%歷史
SRESempraStock5,205$80.4 萬0.2%歷史
STESTERIS plcSHS USD585$10.8 萬<0.1%歷史
EWEdwards Lifesciences CorpStock1,401$10.5 萬<0.1%歷史
PODDInsulet CorpStock323$9.51 萬<0.1%歷史
ELEstee Lauder Companies IncCL A336$8.34 萬<0.1%歷史
Vanguard Industrials ETF92204A603ETF421$7.69 萬<0.1%–
CLXClorox CoStock499$7.00 萬<0.1%歷史
Vanguard Utilities ETF92204A876ETF454$6.96 萬<0.1%–
WECWec Energy Group, Inc.Stock511$4.79 萬<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock314$4.79 萬<0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND188$3.23 萬<0.1%–
Vanguard World FD921910840MEGA CAP VAL ETF310$3.19 萬<0.1%–
iShares Russell 2000 ETF464287655ETF106$1.85 萬<0.1%–
NVCRNovoCure LtdORD SHS242$1.77 萬<0.1%歷史
iShares Tr46432F388MSCI USA VALUE189$1.72 萬<0.1%–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF65$8,790<0.1%–
APDAir Products & Chemicals, Inc.Stock23$7,089<0.1%歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF43$6,828<0.1%–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF36$6,471<0.1%–
MSIMotorola Solutions, Inc.Stock25$6,442<0.1%歷史
CBChubb LtdStock28$6,176<0.1%歷史
PANWPalo Alto Networks IncStock40$5,581<0.1%歷史
iShares Tr464288448INTL SEL DIV ETF185$5,024<0.1%–
FDUSFidus Investment CorpCOM262$4,985<0.1%歷史
Global X FDS37950E291GLOBX SUPDV US258$4,847<0.1%–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF23$4,612<0.1%–
Vanguard Morningstar Growth ETF922908736ETF15$3,196<0.1%–
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF29$2,975<0.1%–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF29$2,860<0.1%–
SPDR Series Trust78464A664ST LON TREAS ETF93$2,699<0.1%–
iShares Tr46428865310-20 YR TRS ETF24$2,596<0.1%–
iShares Tr464288695GLOBAL MATER ETF25$1,966<0.1%–
LINLinde PLCSHS2$652<0.1%歷史
NVSNovartis AGADR6$544<0.1%歷史
DEODiageo PLCSPON ADR NEW3$534<0.1%歷史
ACNAccenture plcStock2$533<0.1%歷史
ROKRockwell Automation, IncStock2$515<0.1%歷史
SUSuncor Energy IncStock16$507<0.1%歷史
TXNTexas Instruments IncStock3$495<0.1%歷史
CMPCompass Minerals International IncStock12$492<0.1%歷史
MDTMedtronic plcStock5$388<0.1%歷史
TFCTruist Financial CorpCOM8$344<0.1%歷史
CXTCrane NXT, Co.COM3$301<0.1%歷史
AEPAmerican Electric Power Co IncStock3$284<0.1%歷史
RIVNRivian Automotive, Inc.Stock15$276<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF4$200<0.1%–
Schwab U.S. Large-Cap Growth ETF808524300ETF3$166<0.1%–
CARRCarrier Global CorpStock4$165<0.1%歷史
OTISOtis Worldwide CorpStock2$156<0.1%歷史
iShares Inc464286822MSCI MEXICO ETF0$33<0.1%–
WEBRWeber Inc.CL A4$32<0.1%歷史
Schwab International Equity ETF808524805ETF0$29<0.1%–
CORZCore Scientific, Inc.COMMON STOCK393$29<0.1%歷史
IBNIcici Bank LtdADR0$19<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock0$13<0.1%歷史
DBAInvesco DB Agriculture FundAGRICULTURE FD0$8<0.1%歷史
Abrdn ETFs003261104BBRG ALL COMD K10$7<0.1%–
AMATApplied Materials IncStock0$3<0.1%歷史
iShares Tr464288174GL TIMB FORE ETF0$2<0.1%–