Phoenix Wealth Advisors
- SEC CIK
- 0001842362
- 最新申報
- 2026/7/31
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/12 申報。只含多頭部位。
- 持股檔數
- 359
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.29 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 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 20,750 | $502.9 萬 | 3.9% | – | – | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 122,942 | $424.8 萬 | 3.3% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 26,670 | $322.3 萬 | 2.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 53,677 | $312.9 萬 | 2.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 20,221 | $310.8 萬 | 2.4% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 21,481 | $299.6 萬 | 2.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 57,042 | $296.5 萬 | 2.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 15,213 | $292.2 萬 | 2.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 20,854 | $280.0 萬 | 2.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,668 | $275.4 萬 | 2.1% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 20,780 | $275.4 萬 | 2.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 16,642 | $271.0 萬 | 2.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 18,853 | $266.4 萬 | 2.1% | – | – | 歷史 |
| FASTFastenal Co | Stock | 51,755 | $264.5 萬 | 2.1% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 14,088 | $245.8 萬 | 1.9% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 24,842 | $245.3 萬 | 1.9% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 13,972 | $239.3 萬 | 1.9% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 3,517 | $232.7 萬 | 1.8% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 61,162 | $232.3 萬 | 1.8% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 36,118 | $220.0 萬 | 1.7% | – | – | 歷史 |
| SUISun Communities Inc | COM | 14,393 | $219.9 萬 | 1.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 17,736 | $218.2 萬 | 1.7% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 28,502 | $215.8 萬 | 1.7% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,665 | $210.2 萬 | 1.6% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 27,362 | $207.3 萬 | 1.6% | – | – | 歷史 |
| CoreSite Realty Corp21870Q105 | COM | 16,340 | $202.2 萬 | 1.6% | – | – | – |
| PKGPackaging Corp of America | Stock | 14,871 | $201.6 萬 | 1.6% | – | – | 歷史 |
| TAT&T Inc. | Stock | 64,270 | $195.8 萬 | 1.5% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 7,972 | $183.0 萬 | 1.4% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 9,146 | $167.2 萬 | 1.3% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 4,944 | $164.1 萬 | 1.3% | – | – | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 4,715 | $128.8 萬 | 1.0% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,816 | $119.2 萬 | 0.9% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 4,088 | $101.9 萬 | 0.8% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 4,629 | $100.4 萬 | 0.8% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 4,250 | $95.7 萬 | 0.7% | – | – | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 7,037 | $93.9 萬 | 0.7% | – | – | 歷史 |
| INTCIntel Corp | Stock | 14,172 | $91.5 萬 | 0.7% | – | – | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,559 | $90.3 萬 | 0.7% | – | – | 歷史 |
| NVTAInvitae Corp | COM | 22,684 | $88.9 萬 | 0.7% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 8,664 | $88.3 萬 | 0.7% | – | – | – |
| SHOPShopify Inc. | Stock | 751 | $86.8 萬 | 0.7% | – | – | 歷史 |
| BIDUBaidu, Inc. | ADR | 3,873 | $85.1 萬 | 0.7% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 5,932 | $78.6 萬 | 0.6% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 2,254 | $73.5 萬 | 0.6% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,500 | $72.5 萬 | 0.6% | – | – | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 8,256 | $66.1 萬 | 0.5% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 1,839 | $64.7 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,685 | $63.5 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,020 | $62.2 萬 | 0.5% | – | – | 歷史 |
| PEverpure, Inc. | CL A | 27,957 | $61.4 萬 | 0.5% | – | – | 歷史 |
| UUnity Software Inc. | COM | 6,048 | $61.1 萬 | 0.5% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 2,745 | $56.6 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,804 | $52.5 萬 | 0.4% | – | – | 歷史 |
| TWSTTwist Bioscience Corp | COM | 4,170 | $51.0 萬 | 0.4% | – | – | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 14,947 | $48.2 萬 | 0.4% | – | – | 歷史 |
| PRLBProto Labs Inc | COM | 3,948 | $47.4 萬 | 0.4% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,336 | $46.9 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,207 | $41.7 萬 | 0.3% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,408 | $41.2 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,152 | $40.9 萬 | 0.3% | – | – | 歷史 |
| TWOU2U, LLC | COM | 10,080 | $40.8 萬 | 0.3% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,731 | $40.5 萬 | 0.3% | – | – | 歷史 |
| PDPagerDuty, Inc. | COM | 9,693 | $39.9 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,836 | $39.8 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 2,692 | $38.9 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 5,392 | $38.7 萬 | 0.3% | – | – | 歷史 |
| CTXSCitrix Systems Inc | COM | 2,714 | $38.1 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 10,350 | $37.6 萬 | 0.3% | – | – | 歷史 |
| EDITEditas Medicine, Inc. | COM | 8,783 | $37.6 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 113 | $35.7 萬 | 0.3% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 1,643 | $35.6 萬 | 0.3% | – | – | 歷史 |
| TREELendingTree, Inc. | COM | 1,612 | $35.5 萬 | 0.3% | – | – | 歷史 |
| VCYTVeracyte, Inc. | COM | 6,640 | $35.0 萬 | 0.3% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,960 | $34.1 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 159 | $33.9 萬 | 0.3% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,869 | $33.8 萬 | 0.3% | – | – | 歷史 |
| GNTXGentex Corp | COM | 9,301 | $33.5 萬 | 0.3% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,021 | $32.0 萬 | 0.2% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 405 | $31.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,037 | $30.2 萬 | 0.2% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 18,237 | $30.0 萬 | 0.2% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 2,570 | $29.8 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,202 | $29.2 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,423 | $28.6 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,525 | $28.2 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,597 | $28.2 萬 | 0.2% | – | – | 歷史 |
| MTLSMaterialise NV | SPONSORED ADS | 7,825 | $28.1 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 970 | $27.6 萬 | 0.2% | – | – | 歷史 |
| SNASnap-on Inc | COM | 1,189 | $27.6 萬 | 0.2% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,349 | $27.5 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,208 | $27.2 萬 | 0.2% | – | – | 歷史 |
| CAGConagra Brands Inc. | Stock | 7,285 | $27.2 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,967 | $27.1 萬 | 0.2% | – | – | 歷史 |
| SYYSysco Corp | Stock | 3,456 | $27.0 萬 | 0.2% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,950 | $26.7 萬 | 0.2% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 919 | $26.1 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 710 | $25.8 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 3,395 | $25.5 萬 | 0.2% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 6,362 | $25.2 萬 | 0.2% | – | – | 歷史 |