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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 440 | $9.60 萬 | 0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 1,525 | $9.60 萬 | 0.1% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 1,220 | $9.60 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 918 | $9.70 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 325 | $9.90 萬 | 0.1% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 556 | $9.90 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74347B169 | ONLINE RTL ETF | 1,245 | $9.90 萬 | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 462 | $10.2 萬 | 0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 8,612 | $10.5 萬 | 0.1% | – | – | 歷史 |
| RVTYRevvity, Inc. | COM | 806 | $10.5 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 1,968 | $10.8 萬 | 0.1% | – | – | 歷史 |
| CGENCompugen Ltd | ORD | 12,353 | $10.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 491 | $11.0 萬 | 0.1% | – | – | – |
| CMECME Group Inc. | COM | 543 | $11.2 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 593 | $11.4 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 2,220 | $11.7 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,146 | $11.9 萬 | 0.1% | – | – | – |
| CMICummins Inc | Stock | 471 | $12.1 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 631 | $12.1 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 415 | $12.4 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,014 | $12.7 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,100 | $12.7 萬 | 0.1% | – | – | – |
| DDDuPont de Nemours, Inc. | COM | 1,714 | $13.4 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 1,398 | $13.5 萬 | 0.1% | – | – | 歷史 |
| NTRSNorthern Trust Corp | COM | 1,285 | $13.6 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 1,788 | $13.7 萬 | 0.1% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,215 | $13.8 萬 | 0.1% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 604 | $14.5 萬 | 0.1% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 450 | $14.8 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 69 | $14.8 萬 | 0.1% | – | – | 歷史 |
| NUENucor Corp | COM | 1,895 | $15.1 萬 | 0.1% | – | – | 歷史 |
| LAMRLamar Advertising Co | REIT | 1,617 | $15.4 萬 | 0.1% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 1,025 | $15.6 萬 | 0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 600 | $16.3 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 2,852 | $16.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 654 | $17.1 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,320 | $17.4 萬 | 0.1% | – | – | – |
| EVRGEvergy, Inc. | Stock | 2,968 | $17.8 萬 | 0.1% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 904 | $17.9 萬 | 0.1% | – | – | 歷史 |
| Discovery Inc25470F302 | COM SER C | 4,879 | $18.1 萬 | 0.1% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,425 | $18.2 萬 | 0.1% | – | – | – |
| NSTGNS Wind Down Co., Inc. | COM | 2,683 | $18.3 萬 | 0.1% | – | – | 歷史 |
| Barrick Gold Corp067901108 | COM | 9,236 | $18.8 萬 | 0.1% | – | – | – |
| EBAYeBay Inc | COM | 3,031 | $19.1 萬 | 0.1% | – | – | 歷史 |
| MCRBSeres Therapeutics, Inc. | COM | 9,387 | $19.2 萬 | 0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 1,523 | $20.2 萬 | 0.2% | – | – | 歷史 |
| CORCencora, Inc. | Stock | 1,747 | $20.4 萬 | 0.2% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,262 | $20.9 萬 | 0.2% | – | – | 歷史 |
| SSYSStratasys Ltd. | SHS | 8,506 | $21.5 萬 | 0.2% | – | – | 歷史 |
| EXCExelon Corp | Stock | 4,952 | $21.7 萬 | 0.2% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 12,920 | $21.8 萬 | 0.2% | – | – | 歷史 |
| FTVFortive Corp | Stock | 3,090 | $21.9 萬 | 0.2% | – | – | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,290 | $22.2 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,700 | $22.6 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 1,904 | $22.6 萬 | 0.2% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 3,011 | $22.7 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 899 | $22.7 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,241 | $23.5 萬 | 0.2% | – | – | 歷史 |
| AKAMAkamai Technologies Inc | COM | 2,414 | $24.8 萬 | 0.2% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 6,362 | $25.2 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 3,395 | $25.5 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 710 | $25.8 萬 | 0.2% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 919 | $26.1 萬 | 0.2% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,950 | $26.7 萬 | 0.2% | – | – | 歷史 |
| SYYSysco Corp | Stock | 3,456 | $27.0 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,967 | $27.1 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 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,349 | $27.5 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 |
| MTLSMaterialise NV | SPONSORED ADS | 7,825 | $28.1 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 |
| MDTMedtronic plc | Stock | 2,423 | $28.6 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,202 | $29.2 萬 | 0.2% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 2,570 | $29.8 萬 | 0.2% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 18,237 | $30.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,037 | $30.2 萬 | 0.2% | – | – | – |
| BLKBlackRock, Inc. | COM | 405 | $31.1 萬 | 0.2% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,021 | $32.0 萬 | 0.2% | – | – | 歷史 |
| GNTXGentex Corp | COM | 9,301 | $33.5 萬 | 0.3% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,869 | $33.8 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 159 | $33.9 萬 | 0.3% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,960 | $34.1 萬 | 0.3% | – | – | 歷史 |
| VCYTVeracyte, Inc. | COM | 6,640 | $35.0 萬 | 0.3% | – | – | 歷史 |
| TREELendingTree, Inc. | COM | 1,612 | $35.5 萬 | 0.3% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 1,643 | $35.6 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 113 | $35.7 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 |
| CTXSCitrix Systems Inc | COM | 2,714 | $38.1 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 5,392 | $38.7 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 2,692 | $38.9 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,836 | $39.8 萬 | 0.3% | – | – | 歷史 |
| PDPagerDuty, Inc. | COM | 9,693 | $39.9 萬 | 0.3% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,731 | $40.5 萬 | 0.3% | – | – | 歷史 |
| TWOU2U, LLC | COM | 10,080 | $40.8 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,152 | $40.9 萬 | 0.3% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,408 | $41.2 萬 | 0.3% | – | – | 歷史 |