FOCUS Wealth Advisors, LLC
- SEC CIK
- 0001845643
- 最新申報
- 2026/7/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/14 申報。只含多頭部位。
- 持股檔數
- 36
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.36 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 90,093 | $3,622 萬 | 26.7% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 172,992 | $1,467 萬 | 10.8% | – | – | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 25,145 | $1,315 萬 | 9.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,819 | $838.0 萬 | 6.2% | – | – | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 26,945 | $807.8 萬 | 5.9% | – | – | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 81,217 | $415.8 萬 | 3.1% | – | – | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 50,780 | $363.5 萬 | 2.7% | – | – | – |
| State Street SPDR S&P Software & Services ETF78464A599 | ETF | 20,707 | $333.1 萬 | 2.5% | – | – | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 21,636 | $321.0 萬 | 2.4% | – | – | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 32,080 | $315.2 萬 | 2.3% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 13,582 | $303.6 萬 | 2.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,874 | $289.9 萬 | 2.1% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 31,799 | $268.2 萬 | 2.0% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 54,858 | $210.7 萬 | 1.6% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 15,752 | $205.7 萬 | 1.5% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 28,882 | $194.4 萬 | 1.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,084 | $187.2 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 16,506 | $187.1 萬 | 1.4% | – | – | – |
| AAPLApple Inc. | Stock | 14,846 | $182.6 萬 | 1.3% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,219 | $171.0 萬 | 1.3% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,420 | $167.3 萬 | 1.2% | – | – | – |
| AXPAmerican Express Co | Stock | 10,611 | $153.4 萬 | 1.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,158 | $149.2 萬 | 1.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 10,616 | $140.7 萬 | 1.0% | – | – | 歷史 |
| DOWDow Inc. | Stock | 21,167 | $136.7 萬 | 1.0% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,394 | $124.6 萬 | 0.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,668 | $122.9 萬 | 0.9% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,375 | $101.6 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 8,213 | $75.2 萬 | 0.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,140 | $70.0 萬 | 0.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 10,128 | $58.1 萬 | 0.4% | – | – | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 26,999 | $57.8 萬 | 0.4% | – | – | – |
| DBX ETF Tr233051705 | XTRACK MUN INFRA | 19,745 | $57.0 萬 | 0.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 20,485 | $56.8 萬 | 0.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 20,977 | $56.2 萬 | 0.4% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 10,272 | $53.1 萬 | 0.4% | – | – | – |