IVC Wealth Advisors LLC
- SEC CIK
- 0001842811
- 最新申報
- 2026/7/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/20 申報。只含多頭部位。
- 持股檔數
- 126
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.27 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 |
|---|---|---|---|---|---|---|---|
| EGIOEdgio, Inc. | COM | 20,500 | $7.30 萬 | 0.1% | – | – | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 12,845 | $14.3 萬 | 0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 3,067 | $20.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 905 | $20.7 萬 | 0.2% | – | – | – |
| FISVFiserv Inc | Stock | 1,740 | $20.7 萬 | 0.2% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 2,803 | $21.0 萬 | 0.2% | – | – | 歷史 |
| CGCCanopy Growth Corp | COM | 6,550 | $21.0 萬 | 0.2% | – | – | 歷史 |
| VBFInvesco Bond Fund | COM | 10,550 | $21.1 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 1,098 | $21.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 600 | $21.5 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 5,120 | $21.8 萬 | 0.2% | – | – | – |
| HONHoneywell International Inc | COM | 1,020 | $22.1 萬 | 0.2% | – | – | 歷史 |
| SONSonoco Products Co | COM | 3,575 | $22.6 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,164 | $22.7 萬 | 0.2% | – | – | 歷史 |
| LNTAlliant Energy Corp | Stock | 4,264 | $23.1 萬 | 0.2% | – | – | 歷史 |
| FROGJFrog Ltd | Stock | 5,200 | $23.1 萬 | 0.2% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 985 | $23.5 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 2,615 | $23.5 萬 | 0.2% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 3,467 | $23.6 萬 | 0.2% | – | – | – |
| DYDycom Industries Inc | COM | 2,550 | $23.7 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 450 | $24.0 萬 | 0.2% | – | – | 歷史 |
| UUnity Software Inc. | COM | 2,400 | $24.1 萬 | 0.2% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 3,657 | $24.4 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 654 | $25.9 萬 | 0.2% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 1,139 | $25.9 萬 | 0.2% | – | – | 歷史 |
| NUENucor Corp | COM | 3,450 | $27.7 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 755 | $27.9 萬 | 0.2% | – | – | 歷史 |
| PPLPPL Corp | COM | 9,734 | $28.1 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 3,864 | $28.8 萬 | 0.2% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,329 | $29.9 萬 | 0.2% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 415 | $30.7 萬 | 0.2% | – | – | 歷史 |
| FLNAFilana Therapeutics, Inc. | COM | 6,870 | $30.9 萬 | 0.2% | – | – | 歷史 |
| XLNXXilinx Inc | COM | 2,685 | $33.3 萬 | 0.3% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 7,467 | $35.3 萬 | 0.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 4,571 | $35.3 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,858 | $35.3 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 775 | $35.4 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,524 | $36.4 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,485 | $37.9 萬 | 0.3% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 11,926 | $38.1 萬 | 0.3% | – | – | – |
| WORKSlack Technologies, Inc. | COM CL A | 9,700 | $39.4 萬 | 0.3% | – | – | 歷史 |
| SOSouthern Co | Stock | 6,367 | $39.6 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 134 | $41.5 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,690 | $42.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 1,929 | $42.2 萬 | 0.3% | – | – | – |
| DEDeere & Co | Stock | 1,139 | $42.6 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,858 | $43.5 萬 | 0.3% | – | – | 歷史 |
| COPConocoPhillips | Stock | 8,216 | $43.5 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 3,250 | $44.0 萬 | 0.3% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 9,265 | $44.3 萬 | 0.3% | – | – | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 8,350 | $44.5 萬 | 0.4% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 6,348 | $45.7 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,536 | $46.9 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 6,388 | $48.0 萬 | 0.4% | – | – | – |
| ACNAccenture plc | Stock | 1,841 | $50.9 萬 | 0.4% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,205 | $51.3 萬 | 0.4% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 4,439 | $52.4 萬 | 0.4% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,520 | $54.6 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,329 | $54.9 萬 | 0.4% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 9,075 | $55.4 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,530 | $55.5 萬 | 0.4% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,970 | $56.0 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,477 | $58.1 萬 | 0.5% | – | – | – |
| WFCWells Fargo & Company | Stock | 15,283 | $59.7 萬 | 0.5% | – | – | 歷史 |
| SYKStryker Corp | Stock | 2,495 | $60.8 萬 | 0.5% | – | – | 歷史 |
| TGTTarget Corp | Stock | 3,134 | $62.1 萬 | 0.5% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 8,574 | $62.2 萬 | 0.5% | – | – | 歷史 |
| CSXCSX Corp | Stock | 6,523 | $62.9 萬 | 0.5% | – | – | 歷史 |
| CLXClorox Co | Stock | 3,271 | $63.1 萬 | 0.5% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,168 | $64.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 4,668 | $65.3 萬 | 0.5% | – | – | – |
| MSIMotorola Solutions, Inc. | Stock | 3,489 | $65.6 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 18,796 | $66.5 萬 | 0.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,267 | $66.8 萬 | 0.5% | – | – | – |
| TFXTeleflex Inc | COM | 1,620 | $67.3 萬 | 0.5% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,648 | $68.2 萬 | 0.5% | – | – | 歷史 |
| Global X FDS37950E333 | GLBX SUPRINC ETF | 59,464 | $70.7 萬 | 0.6% | – | – | – |
| ETNEaton Corp plc | Stock | 5,215 | $72.1 萬 | 0.6% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 20,524 | $74.4 萬 | 0.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,495 | $75.0 萬 | 0.6% | – | – | 歷史 |
| INTCIntel Corp | Stock | 11,862 | $75.9 萬 | 0.6% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,933 | $79.1 萬 | 0.6% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 4,264 | $82.4 萬 | 0.6% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,856 | $82.6 萬 | 0.7% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,947 | $82.7 萬 | 0.7% | – | – | 歷史 |
| AMEAmetek Inc | COM | 6,505 | $83.1 萬 | 0.7% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,286 | $85.0 萬 | 0.7% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 4,225 | $85.5 萬 | 0.7% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 6,676 | $86.1 萬 | 0.7% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 3,883 | $90.0 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,771 | $91.3 萬 | 0.7% | – | – | – |
| PEGPublic Service Enterprise Group Inc | COM | 15,467 | $93.1 萬 | 0.7% | – | – | 歷史 |
| TAT&T Inc. | Stock | 32,752 | $99.1 萬 | 0.8% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 7,506 | $106.2 萬 | 0.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,445 | $115.3 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,472 | $117.4 萬 | 0.9% | – | – | – |
| MCDMcDonalds Corp | Stock | 5,267 | $118.0 萬 | 0.9% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 1,452 | $119.3 萬 | 0.9% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 11,673 | $121.5 萬 | 1.0% | – | – | 歷史 |
| ANAutonation, Inc. | COM | 13,124 | $122.3 萬 | 1.0% | – | – | 歷史 |