Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- 最新申報
- 2026/7/9
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/16 申報。只含多頭部位。
- 持股檔數
- 22
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.15 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 634,656 | $2,405 萬 | 20.8% | – | – | – |
| WisdomTree Tr97717W596 | US ESG FUND | 472,137 | $2,074 萬 | 18.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 236,483 | $1,334 萬 | 11.6% | – | – | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 200,373 | $1,222 萬 | 10.6% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 227,043 | $937.5 萬 | 8.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 159,673 | $810.4 萬 | 7.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,614 | $808.8 萬 | 7.0% | – | – | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 140,315 | $689.4 萬 | 6.0% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 209,049 | $421.2 萬 | 3.6% | – | – | – |
| AAPLApple Inc. | Stock | 24,688 | $301.6 萬 | 2.6% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 8,612 | $116.8 萬 | 1.0% | – | – | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 6,185 | $109.9 萬 | 1.0% | – | – | – |
| STTState Street Corp | COM | 6,750 | $56.7 萬 | 0.5% | – | – | 歷史 |
| FS KKR Cap Corp II35952V303 | COM | 27,806 | $54.3 萬 | 0.5% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 2,888 | $49.1 萬 | 0.4% | – | – | 歷史 |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 15,564 | $41.1 萬 | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,192 | $38.0 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 6,919 | $32.8 萬 | 0.3% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 1,796 | $21.5 萬 | 0.2% | – | – | – |
| TERTeradyne, Inc | Stock | 1,757 | $21.4 萬 | 0.2% | – | – | 歷史 |
| Prospect Cap Corp74348TAR3 | NOTE 4.950% 7/1 | – | $1.10 萬 | <0.1% | – | – | – |
| First Tr Exchange Traded FD33734X770 | DJ INTL INTRNT | 25,754 | – | – | – | – | – |