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 |
|---|---|---|---|---|---|---|---|
| ARCTArcturus Therapeutics Holdings Inc. | COM | 500 | $2.00 萬 | <0.1% | – | – | 歷史 |
| GLWCorning Inc | COM | 449 | $2.00 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 64 | $2.10 萬 | <0.1% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 197 | $2.10 萬 | <0.1% | – | – | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 400 | $2.10 萬 | <0.1% | – | – | – |
| ACNAccenture plc | Stock | 76 | $2.10 萬 | <0.1% | – | – | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 140 | $2.10 萬 | <0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 51 | $2.10 萬 | <0.1% | – | – | – |
| iShares Tr464287754 | US INDUSTRIALS | 200 | $2.10 萬 | <0.1% | – | – | – |
| ENBEnbridge Inc | Stock | 595 | $2.20 萬 | <0.1% | – | – | 歷史 |
| ESLTElbit Systems Ltd | Stock | 154 | $2.20 萬 | <0.1% | – | – | 歷史 |
| SLFSun Life Financial Inc | COM | 438 | $2.20 萬 | <0.1% | – | – | 歷史 |
| NVTnVent Electric plc | SHS | 800 | $2.30 萬 | <0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 1,719 | $2.30 萬 | <0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 284 | $2.40 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 1,188 | $2.40 萬 | <0.1% | – | – | – |
| WECWec Energy Group, Inc. | Stock | 272 | $2.50 萬 | <0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 300 | $2.60 萬 | <0.1% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 75 | $2.60 萬 | <0.1% | – | – | – |
| DLRDigital Realty Trust, Inc. | COM | 180 | $2.60 萬 | <0.1% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 1,100 | $2.60 萬 | <0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 57 | $2.70 萬 | <0.1% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 230 | $2.70 萬 | <0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 474 | $2.70 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 467 | $2.70 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 100 | $2.70 萬 | <0.1% | – | – | – |
| CTASCintas Corp | Stock | 80 | $2.80 萬 | <0.1% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 491 | $2.80 萬 | <0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q609 | ISRAEL INOVATE | 877 | $2.80 萬 | <0.1% | – | – | – |
| CPRTCopart Inc | COM | 250 | $2.80 萬 | <0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q500 | 3D PRINTING ETF | 700 | $2.80 萬 | <0.1% | – | – | – |
| BPBP PLC | ADR | 1,200 | $2.90 萬 | <0.1% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 615 | $2.90 萬 | <0.1% | – | – | 歷史 |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 1,558 | $2.90 萬 | <0.1% | – | – | 歷史 |
| EVGNEvogene Ltd. | SHS | 6,000 | $2.90 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 112 | $3.00 萬 | <0.1% | – | – | – |
| CCitigroup Inc | Stock | 427 | $3.10 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287770 | U.S. FIN SVC ETF | 181 | $3.10 萬 | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 886 | $3.10 萬 | <0.1% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 186 | $3.20 萬 | <0.1% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 299 | $3.30 萬 | <0.1% | – | – | – |
| iShares Semiconductor ETF464287523 | ETF | 75 | $3.30 萬 | <0.1% | – | – | – |
| AVNSAvanos Medical, Inc. | Stock | 748 | $3.30 萬 | <0.1% | – | – | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 1,957 | $3.30 萬 | <0.1% | – | – | 歷史 |
| CHWYChewy, Inc. | CL A | 400 | $3.30 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 90 | $3.30 萬 | <0.1% | – | – | – |
| PXDPioneer Natural Resources Co | COM | 200 | $3.30 萬 | <0.1% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 400 | $3.40 萬 | <0.1% | – | – | 歷史 |
| BCEBce Inc | COM NEW | 750 | $3.40 萬 | <0.1% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 110 | $3.60 萬 | <0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 710 | $3.60 萬 | <0.1% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 197 | $3.70 萬 | <0.1% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 600 | $3.70 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287580 | US CONSUM DISCRE | 484 | $3.70 萬 | <0.1% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 267 | $3.80 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 360 | $3.80 萬 | <0.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 361 | $3.90 萬 | <0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 1,070 | $4.20 萬 | <0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 482 | $4.20 萬 | <0.1% | – | – | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 1,600 | $4.30 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 480 | $4.40 萬 | <0.1% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 800 | $4.50 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 297 | $4.50 萬 | <0.1% | – | – | – |
| FIVNFive9, Inc. | COM | 275 | $4.50 萬 | <0.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 186 | $4.60 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 600 | $4.60 萬 | <0.1% | – | – | – |
| HSYHershey Co | COM | 298 | $4.70 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 414 | $4.70 萬 | <0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 131 | $4.80 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 540 | $4.80 萬 | <0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 743 | $4.90 萬 | <0.1% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 263 | $5.00 萬 | <0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 756 | $5.00 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 600 | $5.20 萬 | <0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 100 | $5.40 萬 | <0.1% | – | – | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 1,050 | $5.50 萬 | <0.1% | – | – | 歷史 |
| DGDollar General Corp | COM | 278 | $5.60 萬 | <0.1% | – | – | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 5,749 | $5.70 萬 | <0.1% | – | – | 歷史 |
| MTNVail Resorts Inc | COM | 200 | $5.90 萬 | <0.1% | – | – | 歷史 |
| GW Pharmaceuticals PLC36197T103 | ADS | 270 | $5.90 萬 | <0.1% | – | – | – |
| CBChubb Ltd | Stock | 375 | $6.00 萬 | <0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 370 | $6.00 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 625 | $6.00 萬 | <0.1% | – | – | – |
| SNYSanofi | SPONSORED ADR | 1,222 | $6.00 萬 | <0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 153 | $6.10 萬 | <0.1% | – | – | 歷史 |
| ORealty Income Corp | REIT | 950 | $6.20 萬 | <0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 166 | $6.20 萬 | <0.1% | – | – | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 1,400 | $6.20 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 1,183 | $6.30 萬 | <0.1% | – | – | – |
| RJFRaymond James Financial Inc | COM | 500 | $6.30 萬 | <0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 989 | $6.40 萬 | <0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 325 | $7.20 萬 | 0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 807 | $7.20 萬 | 0.1% | – | – | – |
| EDConsolidated Edison Inc | Stock | 987 | $7.30 萬 | 0.1% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 263 | $7.30 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 230 | $7.50 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 605 | $8.00 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 558 | $8.00 萬 | 0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 915 | $8.30 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 364 | $8.50 萬 | 0.1% | – | – | 歷史 |