IAM Advisory, LLC
- SEC CIK
- 0001825292
- 最新申報
- 2026/7/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 68
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.29 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ProShares Tr74348A467 | S&P 500 DV ARIST | 1,070,256 | $9,735 萬 | 42.5% | – | – | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 390,024 | $2,088 萬 | 9.1% | – | – | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 268,181 | $1,897 萬 | 8.3% | – | – | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 163,948 | $1,095 萬 | 4.8% | – | – | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 205,433 | $1,068 萬 | 4.7% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 49,656 | $511.3 萬 | 2.2% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 53,465 | $450.6 萬 | 2.0% | – | – | – |
| AAPLApple Inc. | Stock | 30,441 | $403.5 萬 | 1.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,283 | $284.2 萬 | 1.2% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 9,600 | $266.8 萬 | 1.2% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 11,631 | $218.8 萬 | 1.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 563 | $190.9 萬 | 0.8% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 46,814 | $186.5 萬 | 0.8% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 22,223 | $172.6 萬 | 0.8% | – | – | – |
| LLYEli Lilly & Co | Stock | 7,731 | $143.7 萬 | 0.6% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 2,559 | $140.7 萬 | 0.6% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,394 | $139.8 萬 | 0.6% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,732 | $137.7 萬 | 0.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 26,623 | $136.2 萬 | 0.6% | – | – | 歷史 |
| SESea Ltd | SPONSORD ADS | 5,255 | $133.8 萬 | 0.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 5,989 | $133.7 萬 | 0.6% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 16,322 | $128.2 萬 | 0.6% | – | – | 歷史 |
| ACNAccenture plc | Stock | 4,340 | $126.8 萬 | 0.6% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,452 | $126.0 萬 | 0.5% | – | – | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 6,248 | $125.5 萬 | 0.5% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 1,090 | $123.0 萬 | 0.5% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 4,994 | $121.7 萬 | 0.5% | – | – | 歷史 |
| CVNACarvana Co. | CL A | 4,199 | $121.7 萬 | 0.5% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 6,599 | $118.6 萬 | 0.5% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 7,673 | $107.7 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,596 | $105.4 萬 | 0.5% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 7,322 | $97.5 萬 | 0.4% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 3,365 | $96.7 萬 | 0.4% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 3,463 | $96.3 萬 | 0.4% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 2,608 | $93.9 萬 | 0.4% | – | – | 歷史 |
| CHGGChegg, Inc | COM | 11,283 | $93.8 萬 | 0.4% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,845 | $90.6 萬 | 0.4% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 1,464 | $90.4 萬 | 0.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 15,527 | $87.8 萬 | 0.4% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 3,563 | $87.4 萬 | 0.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 15,201 | $87.0 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 14,909 | $86.4 萬 | 0.4% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2,387 | $86.2 萬 | 0.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,227 | $85.8 萬 | 0.4% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 4,891 | $85.7 萬 | 0.4% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 4,315 | $81.4 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,369 | $71.2 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,530 | $70.6 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,504 | $66.7 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,232 | $66.1 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,621 | $61.7 萬 | 0.3% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,723 | $54.9 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,149 | $52.0 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 4,646 | $49.0 萬 | 0.2% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,282 | $36.4 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 459 | $31.8 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 6,565 | $31.8 萬 | 0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,494 | $26.6 萬 | 0.1% | – | – | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 2,955 | $26.1 萬 | 0.1% | – | – | – |
| TTTrane Technologies plc | SHS | 1,455 | $25.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,639 | $25.3 萬 | 0.1% | – | – | – |
| MMM3M Co | Stock | 1,207 | $24.0 萬 | 0.1% | – | – | 歷史 |
| PFSProvident Financial Services Inc | COM | 9,685 | $23.5 萬 | 0.1% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 1,320 | $22.8 萬 | 0.1% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 1,800 | $21.5 萬 | 0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 3,305 | $20.3 萬 | 0.1% | – | – | 歷史 |
| ESSAESSA Bancorp, Inc. | COM | 12,805 | $20.1 萬 | 0.1% | – | – | 歷史 |
| Exchange Listed FDS Tr30151E780 | QRAFT AI US MMTM | 5,682 | $20.0 萬 | 0.1% | – | – | – |