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Livermore
Livermore
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Bellwether Advisors, LLC

SEC CIK
0001819815
最新申報
2026/8/13

2025 年第 3 季持倉

持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
136
較 2025 年第 2 季 −463
總值
$6.05 億
較 2025 年第 2 季 +$1,943 萬 (+3.3%)
申報日
2025/11/12
SEC
Bellwether Advisors, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MVISMicrovision, Inc.COM NEW10,000$1.24 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33734X150INDLS PROD DUR2,650$20.7 萬<0.1%00.0%不變–
CMECME Group Inc.COM787$21.3 萬<0.1%+2+0.3%加碼歷史
COPConocoPhillipsStock2,267$21.4 萬<0.1%+63+2.9%加碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE4,865$21.7 萬<0.1%00.0%不變–
SYKStryker CorpStock603$22.3 萬<0.1%+1+0.2%加碼歷史
iShares Tr464287150CORE S&P TTL STK1,532$22.3 萬<0.1%+88+6.1%加碼–
UALUnited Airlines Holdings, Inc.COM2,419$23.3 萬<0.1%+3+0.1%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF7,341$23.4 萬<0.1%00.0%不變–
Schwab International Equity ETF808524805ETF10,150$23.6 萬<0.1%00.0%不變–
Vanguard Ftse Emerging Markets ETF922042858ETF4,455$24.1 萬<0.1%00.0%不變–
First Trust Financials Alphadex Fund33734X135ETF4,065$24.1 萬<0.1%00.0%不變–
LMTLockheed Martin CorpStock490$24.5 萬<0.1%00.0%不變歷史
Innovator ETFs Trust45782C888US EQT BUFR APR5,352$25.1 萬<0.1%00.0%不變–
BLKBlackRock, Inc.Stock225$26.2 萬<0.1%+5+2.3%加碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF874$26.9 萬<0.1%−186−17.5%減碼–
Schwab U.S. Large-Cap Value ETF808524409ETF9,473$27.6 萬<0.1%00.0%不變–
iShares Tr464288281JPMORGAN USD EMG2,943$28.0 萬<0.1%+163+5.9%加碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,213$28.7 萬<0.1%+163+8.0%加碼–
iShares Core MSCI Eafe ETF46432F842ETF3,366$29.4 萬<0.1%+227+7.2%加碼–
TSLATesla, Inc.Stock678$30.2 萬<0.1%+51+8.1%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF13,303$30.8 萬0.1%−50−0.4%減碼–
iShares Tr464289867CORE 60 BALA ETF4,893$31.5 萬0.1%+280+6.1%加碼–
UNPUnion Pacific CorpStock1,347$31.8 萬0.1%−103−7.1%減碼歷史
WERNWerner Enterprises IncCOM12,379$32.6 萬0.1%00.0%不變歷史
iShares Tr46435G425ESG AWR MSCI USA2,248$32.7 萬0.1%+24+1.1%加碼–
MRSHMarsh & McLennan Companies, Inc.Stock1,633$32.9 萬0.1%+20+1.2%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD7,531$35.2 萬0.1%00.0%不變–
JPMJPMorgan Chase & CoStock1,120$35.3 萬0.1%+63+6.0%加碼歷史
WMTWalmart Inc.Stock3,598$37.1 萬0.1%+42+1.2%加碼歷史
Innovator U.S. Equity Buffer ETF - October45782C771ETF8,147$39.4 萬0.1%00.0%不變–
GWWW.W. Grainger, Inc.Stock414$39.5 萬0.1%+1+0.2%加碼歷史
HDHome Depot, Inc.Stock988$40.0 萬0.1%+12+1.2%加碼歷史
TAT&T Inc.Stock14,304$40.4 萬0.1%+34+0.2%加碼歷史
FSKFS KKR Capital CorpCOM27,070$40.4 萬0.1%−575−2.1%減碼歷史
Innovator ETFs Trust45783Y814LADERD ALCTN PWR8,396$41.0 萬0.1%00.0%不變–
iShares Tr464289859CORE 80 20 ETF4,669$41.2 萬0.1%+291+6.6%加碼–
Vanguard S&P 500 ETF922908363ETF689$42.2 萬0.1%+1+0.1%加碼–
iShares S&P 500 Value ETF464287408ETF2,172$44.9 萬0.1%+179+9.0%加碼–
iShares Tr464287812US CONSM STAPLES7,461$51.0 萬0.1%−84−1.1%減碼–
Innovator ETFs Trust45782C391US EQTY BUFR MAR10,709$55.3 萬0.1%00.0%不變–
Innovator ETFs Trust45782C664US EQTY BUF SEP12,383$59.8 萬0.1%00.0%不變–
SHWSherwin Williams CoCOM1,937$67.1 萬0.1%+10+0.5%加碼歷史
iShares Inc464286533MSCI EMERG MRKT10,558$67.4 萬0.1%+139+1.3%加碼–
iShares Tr46434V282U S EQUITY FACTR10,323$71.3 萬0.1%+83+0.8%加碼–
Innovator ETFs Trust45782C318US EQTY PWR BUF19,217$74.7 萬0.1%00.0%不變–
iShares Tr46429B655FLTG RATE NT ETF15,019$76.7 萬0.1%+428+2.9%加碼–
iShares Tr464287762US HLTHCARE ETF13,169$77.3 萬0.1%−92−0.7%減碼–
iShares Tr464288257MSCI ACWI ETF5,716$79.0 萬0.1%+192+3.5%加碼–
Innovator ETFs Trust45782C557US EQTY BUF DEC17,868$85.6 萬0.1%00.0%不變–
DBX ETF Tr233051200XTRACK MSCI EAFE18,831$87.4 萬0.1%00.0%不變–
iShares Inc464286525MSCI GBL MIN VOL7,315$87.7 萬0.1%+509+7.5%加碼–
GOOGLAlphabet Inc.Stock3,614$87.9 萬0.1%−347−8.8%減碼歷史
NDAQNasdaq, Inc.COM10,824$95.7 萬0.2%+10,824新進歷史
MCOMoodys CorpStock2,054$97.9 萬0.2%+2,042+17,016.7%加碼歷史
KKRKKR & Co. Inc.COM7,759$100.8 萬0.2%+7,759新進歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM19,393$110.7 萬0.2%00.0%不變–
BXBlackstone Inc.COM7,523$128.5 萬0.2%+6,386+561.7%加碼歷史
SCHWSchwab Charles CorpStock13,983$133.5 萬0.2%+11,620+491.7%加碼歷史
iShares Tr46432F859CORE 1 5 YR USD28,205$137.8 萬0.2%+562+2.0%加碼–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF17,125$145.3 萬0.2%+85+0.5%加碼–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF29,926$156.3 萬0.3%−32−0.1%減碼–
GBTCGrayscale Bitcoin Trust ETFETF17,609$158.1 萬0.3%00.0%不變歷史
iShares Tr464287556ISHARES BIOTECH11,871$171.4 萬0.3%−187−1.6%減碼–
IBITiShares Bitcoin Trust ETFETF26,669$173.3 萬0.3%+386+1.5%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF17,422$174.7 萬0.3%+229+1.3%加碼–
ZZillow Group, Inc.CL C CAP STK22,810$175.8 萬0.3%+22,810新進歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF43,537$187.6 萬0.3%+100+0.2%加碼–
SPGIS&P Global Inc.Stock3,901$189.9 萬0.3%−1,151−22.8%減碼歷史
MTCHMatch Group, Inc.COM55,551$196.2 萬0.3%+55,551新進歷史
EBAYeBay IncCOM22,269$202.5 萬0.3%+22,100+13,076.9%加碼歷史
Innovator ETFs Trust45782C409US EQTY BUFR JAN38,481$204.0 萬0.3%00.0%不變–
Innovator ETFs Trust45782C813US EQTY PWR BUF45,354$206.8 萬0.3%+13,958+44.5%加碼–
iShares S&P 500 Growth ETF464287309ETF17,328$209.2 萬0.3%+451+2.7%加碼–
Innovator ETFs Trust45782C417US EQTY PWR BUF53,542$212.5 萬0.4%00.0%不變–
MAMastercard IncStock3,765$214.2 萬0.4%−950−20.1%減碼歷史
RDDTReddit, Inc.Stock9,428$216.8 萬0.4%+9,428新進歷史
VIKViking Holdings LtdORD SHS35,076$218.0 萬0.4%+35,076新進歷史
NOCNorthrop Grumman CorpStock3,667$223.4 萬0.4%+3,596+5,064.8%加碼歷史
ROKRockwell Automation, IncStock6,402$223.8 萬0.4%+6,402新進歷史
GEGeneral Electric CoStock7,700$231.6 萬0.4%−12,451−61.8%減碼歷史
CATCaterpillar IncStock4,968$237.0 萬0.4%+4,828+3,448.6%加碼歷史
VVisa Inc.Stock6,986$238.5 萬0.4%−847−10.8%減碼歷史
ORLYO Reilly Automotive IncStock22,164$239.0 萬0.4%+20,544+1,268.1%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock7,928$242.1 萬0.4%+7,914+56,528.6%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock36,330$250.0 萬0.4%−15,872−30.4%減碼歷史
EAElectronic Arts Inc.COM12,441$250.9 萬0.4%+12,439+621,950.0%加碼歷史
AMPAmeriprise Financial IncCOM5,163$253.6 萬0.4%−848−14.1%減碼歷史
METAMeta Platforms, Inc.Stock3,487$256.1 萬0.4%−803−18.7%減碼歷史
FASTFastenal CoStock54,390$266.7 萬0.4%+43,802+413.7%加碼歷史
CHKPCheck Point Software Technologies LtdORD13,114$271.3 萬0.4%+13,113+1,311,300.0%加碼歷史
GOOGAlphabet Inc.Stock12,313$299.9 萬0.5%+11,129+939.9%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF37,894$312.9 萬0.5%+146+0.4%加碼–
Innovator ETFs Trust45782C433US EQTY BUFR FEB68,241$322.4 萬0.5%00.0%不變–
UIUbiquiti Inc.COM5,192$343.0 萬0.6%+5,192新進歷史
Innovator ETFs Trust45782C680US EQTY PWR BF84,935$360.7 萬0.6%+20,431+31.7%加碼–
Innovator ETFs Trust45782C789US EQTY BUFR JUL75,522$375.0 萬0.6%00.0%不變–
Innovator ETFs Trust45782C573US EQTY PWR BUF95,826$393.5 萬0.7%−2,719−2.8%減碼–
CVNACarvana Co.CL A10,922$412.0 萬0.7%−11,970−52.3%減碼歷史
HEIHeico CorpCOM13,098$422.8 萬0.7%−4,017−23.5%減碼歷史

2025 年第 2 季之後清倉（471 檔）

2025 年第 2 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 471 檔。

Bellwether Advisors, LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
BRK.BBerkshire Hathaway IncStock33,948$1,649 萬2.8%歷史
SNOWSnowflake Inc.Stock36,641$819.9 萬1.4%歷史
ABTAbbott LaboratoriesStock21,000$285.6 萬0.5%歷史
MSTRStrategy IncStock7,024$283.9 萬0.5%歷史
AAPLApple Inc.Stock9,799$201.0 萬0.3%歷史
AMZNAmazon Com IncStock4,015$88.1 萬0.2%歷史
EDConsolidated Edison IncStock4,238$42.5 萬0.1%歷史
AXPAmerican Express CoStock941$30.0 萬0.1%歷史
HUBSHubSpot IncCOM392$21.8 萬<0.1%歷史
Innovator ETFs Tr45783Y616PREM INCM 30 BAR8,000$19.7 萬<0.1%–
CAGConagra Brands Inc.Stock9,120$18.7 萬<0.1%歷史
iShares Tr464288638ISHS 5-10YR INVT3,441$18.3 萬<0.1%–
ETNEaton Corp plcStock513$18.3 萬<0.1%歷史
HONHoneywell International IncCOM781$18.2 萬<0.1%歷史
KOCoca Cola CoStock2,457$17.4 萬<0.1%歷史
COSTCostco Wholesale CorpStock175$17.3 萬<0.1%歷史
MCDMcDonalds CorpStock590$17.2 萬<0.1%歷史
BTCGrayscale Bitcoin Mini Trust ETFETF3,520$16.8 萬<0.1%歷史
MSCIMSCI Inc.Stock289$16.7 萬<0.1%歷史
HRLHormel Foods CorpCOM5,507$16.7 萬<0.1%歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,512$16.6 萬<0.1%–
SPDR Series Trust78468R754ST STR R1K LOWV1,280$16.5 萬<0.1%–
PEPPepsiCo IncStock1,215$16.0 萬<0.1%歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF3,036$15.5 萬<0.1%–
iShares Tr46435G516ESG AW MSCI EAFE1,717$15.3 萬<0.1%–
LWLamb Weston Holdings, Inc.Stock2,881$14.9 萬<0.1%歷史
iShares Tr464287739U.S. REAL ES ETF1,566$14.8 萬<0.1%–
WSOWatsco IncCOM329$14.5 萬<0.1%歷史
PGProcter & Gamble CoStock849$13.5 萬<0.1%歷史
Innovator ETFs Trust45782C755US EQTY BUFR JUN3,076$13.5 萬<0.1%–
WMBWilliams Companies, Inc.COM2,132$13.4 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF1,640$13.2 萬<0.1%–
MCKMcKesson CorpStock180$13.2 萬<0.1%歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG2,847$13.1 萬<0.1%–
Innovator ETFs Trust45782C599US SML CP PWR B4,110$12.5 萬<0.1%–
CTVACorteva, Inc.Stock1,605$12.0 萬<0.1%歷史
AAONAaon, Inc.COM PAR $0.0041,580$11.7 萬<0.1%歷史
Innovator ETFs Trust45783Y756LADDERED ALC BFR3,396$11.5 萬<0.1%–
Innovator ETFs Trust45783Y681NASDAQ 100 MANA3,833$11.4 萬<0.1%–
WFCWells Fargo & CompanyStock1,392$11.2 萬<0.1%歷史
Invesco QQQ Trust Series I46090E103ETF201$11.1 萬<0.1%–
Schwab Emerging Markets Equity ETF808524706ETF3,676$11.1 萬<0.1%–
XOMExxonMobil Holdings CorpCOM1,001$10.8 萬<0.1%歷史
DHRDanaher CorpStock544$10.7 萬<0.1%歷史
Schwab International Small-Cap Equity ETF808524888ETF2,515$10.7 萬<0.1%–
BACBank of America CorpStock2,250$10.6 萬<0.1%歷史
Innovator ETFs Trust45782C581US EQTY BUF NOV2,572$10.6 萬<0.1%–
Innovator ETFs Trust45782C342US SML CP PWR ET3,216$10.4 萬<0.1%–
Vanguard Morningstar Total Stock Market ETF922908769ETF342$10.4 萬<0.1%–
JNJJohnson & JohnsonStock663$10.1 萬<0.1%歷史
Innovator ETFs Tr45783Y624PREM INCM 20 BAR4,072$10.1 萬<0.1%–
iShares S&P Small-Cap 600 Growth ETF464287887ETF754$10.0 萬<0.1%–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1227$10.0 萬<0.1%歷史
Schwab US Dividend Equity ETF808524797ETF3,720$9.86 萬<0.1%–
iShares Core MSCI Emerging Markets ETF46434G103ETF1,592$9.56 萬<0.1%–
CSCOCisco Systems, Inc.Stock1,357$9.41 萬<0.1%歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF1,183$9.40 萬<0.1%–
LLYEli Lilly & CoStock120$9.35 萬<0.1%歷史
PYPLPayPal Holdings, Inc.Stock1,251$9.30 萬<0.1%歷史
WisdomTree Tr97717W760INTL SMCAP DIV1,225$9.20 萬<0.1%–
USBUS Bancorp DECOM NEW1,981$8.96 萬<0.1%歷史
AEPAmerican Electric Power Co IncStock838$8.70 萬<0.1%歷史
CCitigroup IncStock1,019$8.67 萬<0.1%歷史
UPSUnited Parcel Service IncStock850$8.58 萬<0.1%歷史
MDLZMondelez International, Inc.Stock1,253$8.45 萬<0.1%歷史
MRKMerck & Co., Inc.Stock1,058$8.38 萬<0.1%歷史
iShares Tr4642874407-10 YR TRSY BD854$8.18 萬<0.1%–
iShares Tr464288877EAFE VALUE ETF1,244$7.90 萬<0.1%–
AMGNAmgen IncStock275$7.68 萬<0.1%歷史
iShares Tr46436E502US TECH BRKTHR1,338$7.67 萬<0.1%–
iShares Tr464288760US AER DEF ETF400$7.55 萬<0.1%–
GDGeneral Dynamics CorpStock256$7.47 萬<0.1%歷史
DEDeere & CoStock146$7.42 萬<0.1%歷史
iShares Inc46434G863ESG AWR MSCI EM1,880$7.36 萬<0.1%–
Fidelity Merrimack STR Tr316188101CORP BOND ETF1,453$6.87 萬<0.1%–
NWSNews CorpCL B1,991$6.83 萬<0.1%歷史
ALLAllstate CorpStock326$6.56 萬<0.1%歷史
CVXChevron CorpStock458$6.56 萬<0.1%歷史
Dimensional U.S. Targeted Value ETF25434V609ETF1,206$6.51 萬<0.1%–
ADBEAdobe Inc.Stock168$6.50 萬<0.1%歷史
Innovator ETFs Trust45784N601EQUITY DEF PRO 22,500$6.43 萬<0.1%–
SPDR Ser Tr78468R648S&P KENSHO NEW1,179$6.41 萬<0.1%–
Innovator ETFs Trust45784N700EQUITY DEFIN 1YR2,400$6.24 萬<0.1%–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF2,373$6.07 萬<0.1%–
NINisource Inc.COM1,505$6.07 萬<0.1%歷史
Innovator ETFs Trust45784N882EQUITY DEFINED P2,375$6.06 萬<0.1%–
APOApollo Global Management, Inc.COM421$5.97 萬<0.1%歷史
iShares Inc464286400MSCI BRAZIL ETF2,065$5.96 萬<0.1%–
FISVFiserv IncStock343$5.91 萬<0.1%歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF725$5.78 萬<0.1%–
SPDR Series Trust78464A201ST STR SP600GRWO651$5.78 萬<0.1%–
PCARPaccar IncCOM597$5.68 萬<0.1%歷史
MSIMotorola Solutions, Inc.Stock133$5.59 萬<0.1%歷史
PMPhilip Morris International Inc.Stock304$5.54 萬<0.1%歷史
PKSTPeakstone Realty TrustCommon Stock4,178$5.52 萬<0.1%歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG4,705$5.43 萬<0.1%歷史
Vanguard Total Bond Market ETF921937835ETF735$5.41 萬<0.1%–
ZTSZoetis Inc.Stock344$5.36 萬<0.1%歷史
AMHAmerican Homes 4 RentCL A1,487$5.36 萬<0.1%歷史
VanEck Morningstar Wide Moat ETF92189F643ETF569$5.34 萬<0.1%–