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Livermore
Livermore
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Planned Solutions, Inc.

SEC CIK
0001831332
最新申報
2026/7/13

2023 年第 4 季持倉

持倉截至 2023/12/31，2024/1/18 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
582
較 2023 年第 3 季 +503
總值
$2.14 億
較 2023 年第 3 季 +$4,738 萬 (+28.5%)
申報日
2024/1/18
SEC
Planned Solutions, Inc. 在 2023 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
KNSAKiniksa Pharmaceuticals International, plcCOM CL A200$3,508<0.1%+200新進歷史
iShares Tr4642874407-10 YR TRSY BD37$3,566<0.1%+37新進–
HLNHaleon plcADR440$3,621<0.1%+440新進歷史
TRVTravelers Companies, Inc.Stock20$3,810<0.1%+20新進歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF110$3,872<0.1%+110新進–
LKFTLakefront Biotherapeutics NVSPON ADR100$4,065<0.1%+100新進歷史
AMDAdvanced Micro Devices IncStock28$4,127<0.1%+28新進歷史
BANCBanc of California, Inc.COM311$4,177<0.1%+311新進歷史
ARLPAlliance Resource Partners LPStock200$4,236<0.1%+200新進歷史
SASeabridge Gold IncCOM350$4,246<0.1%+350新進歷史
SPWHSportsman's Warehouse Holdings, Inc.COM1,000$4,260<0.1%+1,000新進歷史
OGEOGE Energy Corp.COM133$4,646<0.1%+133新進歷史
iShares Tr464287838U.S. BAS MTL ETF34$4,697<0.1%+34新進–
IIMInvesco Value Municipal Income TrustCOM464$5,443<0.1%+464新進歷史
PESIPerma Fix Environmental Services IncCOM NEW700$5,502<0.1%+700新進歷史
PIMFranklin Master Intermediate Income TrustSH BEN INT1,729$5,517<0.1%+1,729新進歷史
BTUPeabody Energy CorpCOM231$5,618<0.1%+231新進歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF112$5,741<0.1%+112新進–
FBPFirst BancorpCOM NEW350$5,758<0.1%+350新進歷史
WPMWheaton Precious Metals Corp.COM118$5,822<0.1%+118新進歷史
VanEck ETF Trust92189F106GOLD MINERS ETF198$6,140<0.1%+198新進–
Vanguard Total World Stock ETF922042742ETF61$6,276<0.1%+61新進–
IVTInvenTrust Properties Corp.COM NEW249$6,310<0.1%+249新進歷史
FBINFortune Brands Innovations, Inc.COM85$6,472<0.1%+85新進歷史
iShares Tr464288687PFD AND INCM SEC210$6,550<0.1%+210新進–
Vanguard Star FDS921909768VG TL INTL STK F114$6,607<0.1%+114新進–
KMIKinder Morgan, Inc.Stock384$6,774<0.1%+384新進歷史
GTLSChart Industries IncCOM50$6,817<0.1%+50新進歷史
ZIMZIM Integrated Shipping Services Ltd.SHS700$6,909<0.1%+700新進歷史
NEMNEWMONT CorpStock169$6,995<0.1%+169新進歷史
FHNFirst Horizon CorpCOM500$7,080<0.1%+500新進歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF282$7,135<0.1%+282新進–
CSLCarlisle Companies IncCOM23$7,186<0.1%+23新進歷史
UUUUEnergy Fuels IncCOM NEW1,000$7,190<0.1%+1,000新進歷史
HALHalliburton CoStock200$7,230<0.1%+200新進歷史
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN294$7,344<0.1%+294新進–
Invesco Exch Traded FD Tr II46138G508SR LN ETF349$7,382<0.1%+349新進–
RITMRithm Capital Corp.REIT700$7,476<0.1%+700新進歷史
IRMIron Mountain IncCOM107$7,488<0.1%+107新進歷史
iShares Tr464287192US TRSPRTION29$7,638<0.1%+29新進–
EOIEaton Vance Enhanced Equity Income FundCOM461$7,643<0.1%+461新進歷史
SPDR Series Trust78468R721STATE STREET SPD165$7,755<0.1%+165新進–
UNPUnion Pacific CorpStock32$7,772<0.1%+32新進歷史
TGTTarget CorpStock55$7,833<0.1%+55新進歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF34$7,910<0.1%+34新進–
LPXLouisiana-Pacific CorpCOM113$8,004<0.1%+113新進歷史
DFSDiscover Financial ServicesCOM76$8,542<0.1%+76新進歷史
GDGeneral Dynamics CorpStock33$8,569<0.1%+33新進歷史
TSCOTractor Supply CoCOM40$8,601<0.1%+40新進歷史
SNVSynovus Financial CorpCOM NEW229$8,622<0.1%+229新進歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF105$8,982<0.1%+105新進–
ZTSZoetis Inc.Stock46$9,079<0.1%+46新進歷史
BDJBlackRock Enhanced Equity Dividend TrustCOM1,185$9,113<0.1%+1,185新進歷史
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS196$9,289<0.1%+196新進–
PMPhilip Morris International Inc.Stock100$9,408<0.1%+100新進歷史
CNPCenterpoint Energy IncCOM330$9,428<0.1%+330新進歷史
CCRDCoreCard CorpCOM700$9,681<0.1%+700新進歷史
HSYHershey CoCOM52$9,695<0.1%+52新進歷史
CLMTCalumet, Inc.UT LTD PARTNER550$9,829<0.1%+550新進歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF119$9,872<0.1%+119新進–
U.S. Global Jets ETF26922A842ETF534$1.02 萬<0.1%+534新進–
SHWSherwin Williams CoCOM33$1.03 萬<0.1%+33新進歷史
PPLPPL CorpCOM381$1.03 萬<0.1%+381新進歷史
CMRECostamare Inc.SHS1,000$1.04 萬<0.1%+1,000新進歷史
VALValaris LtdCL A152$1.04 萬<0.1%+152新進歷史
JPCNuveen Preferred & Income Opportunities FundCOM1,545$1.04 萬<0.1%+1,545新進歷史
YUMYum Brands IncStock80$1.05 萬<0.1%+80新進歷史
ORCLOracle CorpStock100$1.05 萬<0.1%+100新進歷史
BRYBerry Corp (bry)COM1,500$1.05 萬<0.1%+1,500新進歷史
AMUBUBS AGETRACS ALERIAN M659$1.05 萬<0.1%+659新進歷史
Atlantica Sustainable Infr PG0751N103SHS500$1.07 萬<0.1%+500新進–
PIMCO ETF Tr72201R874SHTRM MUN BD ACT215$1.08 萬<0.1%+215新進–
NNNNNN REIT, Inc.REIT256$1.10 萬<0.1%+256新進歷史
KHCKraft Heinz CoStock300$1.11 萬<0.1%+300新進歷史
FNVFranco Nevada CorpStock102$1.13 萬<0.1%+102新進歷史
iShares Tr464287739U.S. REAL ES ETF124$1.13 萬<0.1%+124新進–
ORealty Income CorpREIT200$1.15 萬<0.1%+200新進歷史
PDLBPonce Financial Group, Inc.COMMON STOCK1,200$1.17 萬<0.1%+1,200新進歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS300$1.21 萬<0.1%+300新進歷史
iShares Tr464287713US TELECOM ETF539$1.23 萬<0.1%+539新進–
RGNXREGENXBIO Inc.COM700$1.26 萬<0.1%+700新進歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF276$1.29 萬<0.1%+276新進–
CRGYCrescent Energy CoCL A COM1,000$1.32 萬<0.1%+1,000新進歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT450$1.42 萬<0.1%+450新進歷史
MSMMSC Industrial Direct Co IncCL A140$1.42 萬<0.1%+140新進歷史
ASPNAspen Aerogels IncCOM900$1.42 萬<0.1%+900新進歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN750$1.44 萬<0.1%+750新進歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT92$1.45 萬<0.1%+92新進–
GSKGSK plcADR399$1.48 萬<0.1%+399新進歷史
ITGartner IncCOM33$1.49 萬<0.1%+33新進歷史
BLKBlackRock, Inc.COM19$1.54 萬<0.1%+19新進歷史
SOSouthern CoStock222$1.56 萬<0.1%+222新進歷史
DDominion Energy, IncStock333$1.57 萬<0.1%+333新進歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF314$1.59 萬<0.1%+314新進–
BNBROOKFIELD CorpCL A LTD VT SH400$1.60 萬<0.1%+400新進歷史
iShares Russell 1000 Value ETF464287598ETF100$1.65 萬<0.1%+100新進–
AJGArthur J. Gallagher & Co.COM74$1.66 萬<0.1%+74新進歷史
OTISOtis Worldwide CorpStock186$1.66 萬<0.1%+186新進歷史
NAVINavient CorpCOM900$1.68 萬<0.1%+900新進歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN541$1.68 萬<0.1%+541新進歷史

選擇權（1 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Planned Solutions, Inc. 在 2023 年第 4 季的選擇權部位
證券類別賣權買權
ITWIllinois Tool Works IncStock$3,405–