MBA Advisors LLC
- SEC CIK
- 0001848704
- 最新申報
- 2026/7/28
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/18 申報。只含多頭部位。
- 持股檔數
- 131
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.20 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 63,712 | $474.2 萬 | 3.9% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 62,549 | $456.1 萬 | 3.8% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 120,699 | $439.8 萬 | 3.7% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 43,519 | $417.9 萬 | 3.5% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 70,183 | $401.4 萬 | 3.3% | – | – | – |
| AAPLApple Inc. | Stock | 27,463 | $335.5 萬 | 2.8% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 38,823 | $334.8 萬 | 2.8% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 23,655 | $307.0 萬 | 2.5% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 59,013 | $258.4 萬 | 2.1% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 151,004 | $245.5 萬 | 2.0% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,029 | $239.0 萬 | 2.0% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 26,539 | $235.5 萬 | 2.0% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 18,699 | $227.7 萬 | 1.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,803 | $203.1 萬 | 1.7% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 36,918 | $201.9 萬 | 1.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 40,783 | $200.3 萬 | 1.7% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 27,629 | $180.4 萬 | 1.5% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,674 | $170.9 萬 | 1.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 26,100 | $169.9 萬 | 1.4% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 22,702 | $167.8 萬 | 1.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 7,041 | $166.0 萬 | 1.4% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 13,614 | $157.9 萬 | 1.3% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 12,172 | $152.8 萬 | 1.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,262 | $151.0 萬 | 1.3% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 57,529 | $150.7 萬 | 1.3% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,030 | $130.4 萬 | 1.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,805 | $130.2 萬 | 1.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 8,825 | $124.6 萬 | 1.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,075 | $122.3 萬 | 1.0% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 42,777 | $122.3 萬 | 1.0% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,202 | $117.1 萬 | 1.0% | – | – | – |
| GEGeneral Electric Co | COM | 89,127 | $117.0 萬 | 1.0% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 21,857 | $115.5 萬 | 1.0% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 11,257 | $113.8 萬 | 0.9% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 7,468 | $113.7 萬 | 0.9% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,031 | $112.5 萬 | 0.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 6,488 | $106.6 萬 | 0.9% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 13,797 | $104.7 萬 | 0.9% | – | – | – |
| PGProcter & Gamble Co | Stock | 7,704 | $104.3 萬 | 0.9% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,977 | $98.8 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,631 | $80.2 萬 | 0.7% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 9,762 | $80.2 萬 | 0.7% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,993 | $79.2 萬 | 0.7% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 7,732 | $77.7 萬 | 0.6% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 15,186 | $77.1 萬 | 0.6% | – | – | – |
| DISWalt Disney Co | Stock | 4,105 | $75.7 萬 | 0.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,304 | $75.0 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 12,853 | $74.7 萬 | 0.6% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,431 | $72.4 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,227 | $72.3 萬 | 0.6% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 7,236 | $71.2 萬 | 0.6% | – | – | – |
| DEDeere & Co | Stock | 1,889 | $70.7 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 13,254 | $69.9 萬 | 0.6% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 21,117 | $68.6 萬 | 0.6% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 20,510 | $65.2 萬 | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 21,311 | $64.5 萬 | 0.5% | – | – | 歷史 |
| FNBFNB Corp | COM | 49,358 | $62.7 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,773 | $62.5 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,764 | $60.8 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 18,090 | $59.6 萬 | 0.5% | – | – | – |
| AMGNAmgen Inc | Stock | 2,388 | $59.4 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,360 | $57.8 萬 | 0.5% | – | – | 歷史 |
| PACWPacwest Bancorp | COM | 15,060 | $57.5 萬 | 0.5% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 5,910 | $57.0 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 275 | $56.7 萬 | 0.5% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 7,016 | $53.3 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 14,397 | $52.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,421 | $51.1 萬 | 0.4% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 5,611 | $49.8 萬 | 0.4% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,257 | $49.2 萬 | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 4,664 | $48.9 萬 | 0.4% | – | – | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,812 | $48.9 萬 | 0.4% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,599 | $48.4 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,525 | $46.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 7,546 | $46.4 萬 | 0.4% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 14,267 | $44.9 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 141 | $43.6 萬 | 0.4% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,475 | $43.4 萬 | 0.4% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,339 | $43.3 萬 | 0.4% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 5,486 | $43.1 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 3,118 | $41.4 萬 | 0.3% | – | – | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 27,900 | $41.3 萬 | 0.3% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 4,000 | $41.2 萬 | 0.3% | – | – | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 9,257 | $40.1 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,184 | $40.0 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,801 | $39.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,352 | $39.0 萬 | 0.3% | – | – | – |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 10,545 | $38.2 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,451 | $37.1 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 1,904 | $36.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,676 | $35.9 萬 | 0.3% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,084 | $35.2 萬 | 0.3% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 20,648 | $33.9 萬 | 0.3% | – | – | 歷史 |
| SOSouthern Co | Stock | 5,412 | $33.6 萬 | 0.3% | – | – | 歷史 |
| NFGNational Fuel Gas Co | Stock | 6,468 | $32.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,686 | $31.2 萬 | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 2,534 | $30.4 萬 | 0.3% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,861 | $30.2 萬 | 0.3% | – | – | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 13,055 | $29.5 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 1,251 | $29.0 萬 | 0.2% | – | – | 歷史 |