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Livermore
Livermore
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Win Advisors, Inc

SEC CIK
0001897144
最新申報
2026/8/4

2022 年第 4 季持倉

持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
136
較 2022 年第 3 季 +3
總值
$2.67 億
較 2022 年第 3 季 −$364.1 萬 (−1.3%)
申報日
2023/2/14
SEC
Win Advisors, Inc 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr46435U853BROAD USD HIGH4$138<0.1%00.0%不變–
Vanguard Ftse Emerging Markets ETF922042858ETF4$156<0.1%00.0%不變–
iShares U.S. Treasury Bond ETF46429B267ETF12$273<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX4$281<0.1%00.0%不變–
Vanguard Ftse Developed Markets ETF921943858ETF10$420<0.1%00.0%不變–
Vanguard Total International Bond ETF92203J407ETF11$522<0.1%00.0%不變–
iShares Core S&P US Value ETF464287663ETF10$706<0.1%00.0%不變–
iShares Core S&P Mid-Cap ETF464287507ETF3$726<0.1%+3新進–
Vanguard Mortgage-Backed Securities ETF92206C771ETF18$819<0.1%00.0%不變–
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF13$1,023<0.1%−374−96.6%減碼–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF22$1,080<0.1%00.0%不變–
First Tr Exchange-Traded FD33734X176TECH ALPHADEX12$1,099<0.1%−107−89.9%減碼–
iShares Core S&P Small Cap ETF464287804ETF13$1,230<0.1%+13新進–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD140$2,070<0.1%−45−24.3%減碼–
Schwab US Dividend Equity ETF808524797ETF31$2,342<0.1%−134−81.2%減碼–
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC38$2,765<0.1%−163−81.1%減碼–
MUMicron Technology IncStock79$3,947<0.1%00.0%不變歷史
OGNOrganon & Co.Stock145$4,049<0.1%00.0%不變歷史
FITBFifth Third BancorpCOM142$4,658<0.1%00.0%不變歷史
MTBM&T Bank CorpCOM38$5,512<0.1%00.0%不變歷史
AAPLApple Inc.Stock45$5,847<0.1%00.0%不變歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD240$5,878<0.1%−667−73.5%減碼–
Vanguard Morningstar Growth ETF922908736ETF28$5,967<0.1%−14−33.3%減碼–
Vanguard Dividend Appreciation ETF921908844ETF43$6,530<0.1%−83−65.9%減碼–
NUENucor CorpCOM51$6,722<0.1%00.0%不變歷史
AAgilent Technologies, Inc.COM47$7,033<0.1%00.0%不變歷史
iShares MSCI USA Quality Factor ETF46432F339ETF62$7,066<0.1%00.0%不變–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF201$7,423<0.1%+201新進–
PGRProgressive CorpStock59$7,652<0.1%00.0%不變歷史
iShares Tr464287119MORNINGSTAR GRWT161$7,837<0.1%00.0%不變–
SPDR Series Trust78464A805ST STR PR SP1500166$7,850<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE114$8,430<0.1%−330−74.3%減碼–
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM174$9,880<0.1%00.0%不變–
Alps ETF Tr00162Q387OSHARES US QUALT241$9,983<0.1%00.0%不變–
Schwab U.S. Large-Cap Growth ETF808524300ETF189$1.05 萬<0.1%−152−44.6%減碼–
FDXFedEx CorpStock62$1.07 萬<0.1%+6+10.7%加碼歷史
BAXBaxter International IncStock270$1.38 萬<0.1%+40+17.4%加碼歷史
SUISun Communities IncCOM98$1.40 萬<0.1%+14+16.7%加碼歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF58$1.41 萬<0.1%00.0%不變–
LHLabcorp Holdings Inc.COM NEW66$1.55 萬<0.1%+66新進歷史
ABTAbbott LaboratoriesStock156$1.71 萬<0.1%+156新進歷史
DOWDow Inc.Stock340$1.71 萬<0.1%+36+11.8%加碼歷史
INTCIntel CorpStock687$1.82 萬<0.1%+91+15.3%加碼歷史
MSFTMicrosoft CorpStock76$1.82 萬<0.1%+9+13.4%加碼歷史
IBMInternational Business Machines CorpStock132$1.86 萬<0.1%−98−42.6%減碼歷史
PGProcter & Gamble CoStock124$1.88 萬<0.1%+11+9.7%加碼歷史
PLDPrologis, Inc.REIT175$1.97 萬<0.1%+24+15.9%加碼歷史
Fidelity Covington Trust316092352BLUE CHIP GRWTH955$2.01 萬<0.1%−313−24.7%減碼–
SONSonoco Products CoCOM337$2.05 萬<0.1%+41+13.9%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM382$2.08 萬<0.1%+153+66.8%加碼–
NSCNorfolk Southern CorpStock87$2.14 萬<0.1%+9+11.5%加碼歷史
ETNEaton Corp plcStock138$2.17 萬<0.1%+11+8.7%加碼歷史
GPCGenuine Parts CoStock125$2.17 萬<0.1%+8+6.8%加碼歷史
AMZNAmazon Com IncStock259$2.18 萬<0.1%+259新進歷史
LLYEli Lilly & CoStock62$2.27 萬<0.1%+62新進歷史
DRIDarden Restaurants IncCOM164$2.27 萬<0.1%+14+9.3%加碼歷史
EMREmerson Electric CoStock240$2.31 萬<0.1%+13+5.7%加碼歷史
PSXPhillips 66Stock222$2.31 萬<0.1%+4+1.8%加碼歷史
BACBank of America CorpStock702$2.33 萬<0.1%+702新進歷史
JNJJohnson & JohnsonStock132$2.33 萬<0.1%+13+10.9%加碼歷史
JPMJPMorgan Chase & CoStock174$2.33 萬<0.1%+174新進歷史
CNPCenterpoint Energy IncCOM853$2.56 萬<0.1%+119+16.2%加碼歷史
ADMArcher-Daniels-Midland CoStock283$2.63 萬<0.1%−72−20.3%減碼歷史
PRUPrudential Financial IncStock274$2.73 萬<0.1%+23+9.2%加碼歷史
TGTTarget CorpStock184$2.74 萬<0.1%−1,590−89.6%減碼歷史
CSCOCisco Systems, Inc.Stock581$2.77 萬<0.1%+44+8.2%加碼歷史
UPSUnited Parcel Service IncStock160$2.78 萬<0.1%+24+17.6%加碼歷史
DEODiageo PLCSPON ADR NEW160$2.85 萬<0.1%+17+11.9%加碼歷史
DISWalt Disney CoStock332$2.88 萬<0.1%+332新進歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL454$2.90 萬<0.1%−348−43.4%減碼–
MRKMerck & Co., Inc.Stock263$2.92 萬<0.1%00.0%不變歷史
BNYBank of New York Mellon CorpStock647$2.94 萬<0.1%+72+12.5%加碼歷史
AMGNAmgen IncStock115$3.02 萬<0.1%+5+4.5%加碼歷史
TMOThermo Fisher Scientific Inc.Stock56$3.08 萬<0.1%+56新進歷史
Vanguard World FD921910873MEGA CAP INDEX237$3.14 萬<0.1%00.0%不變–
OMCOmnicom Group Inc.COM388$3.16 萬<0.1%+25+6.9%加碼歷史
iShares Tr464287697U.S. UTILITS ETF377$3.26 萬<0.1%+58+18.2%加碼–
GOOGAlphabet Inc.Stock371$3.29 萬<0.1%+124+50.2%加碼歷史
RYRoyal Bank of CanadaStock354$3.33 萬<0.1%+45+14.6%加碼歷史
FHIFederated Hermes, Inc.CL B972$3.53 萬<0.1%+87+9.8%加碼歷史
BSXBoston Scientific CorpStock780$3.61 萬<0.1%+780新進歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF853$3.84 萬<0.1%00.0%不變–
BRK.BBerkshire Hathaway IncStock126$3.89 萬<0.1%+10+8.6%加碼歷史
RTXRTX CorpStock394$3.98 萬<0.1%+24+6.5%加碼歷史
ETSYEtsy IncCOM346$4.14 萬<0.1%+346新進歷史
APDAir Products & Chemicals, Inc.Stock135$4.16 萬<0.1%+135新進歷史
HDHome Depot, Inc.Stock134$4.23 萬<0.1%+134新進歷史
DEDeere & CoStock99$4.24 萬<0.1%+99新進歷史
AVGOBroadcom Inc.Stock76$4.25 萬<0.1%+8+11.8%加碼歷史
CVSCVS Health CorpStock458$4.27 萬<0.1%+59+14.8%加碼歷史
BABoeing CoStock227$4.32 萬<0.1%+227新進歷史
CPRTCopart IncCOM714$4.35 萬<0.1%+714新進歷史
LOWLowes Companies IncStock222$4.42 萬<0.1%+222新進歷史
PFEPfizer IncStock870$4.46 萬<0.1%+66+8.2%加碼歷史
TDGTransDigm Group INCCOM71$4.47 萬<0.1%+71新進歷史
TWTradeweb Markets Inc.Stock693$4.50 萬<0.1%+693新進歷史
WisdomTree Tr97717X669US QTLY DIV GRT772$4.66 萬<0.1%−323−29.5%減碼–
HZNPHorizon Therapeutics Public Ltd CoSHS410$4.67 萬<0.1%+339+477.5%加碼歷史
MRNAModerna, Inc.Stock262$4.71 萬<0.1%+218+495.5%加碼歷史
WisdomTree Tr97717W588US LARGECAP FUND1,163$4.84 萬<0.1%−262−18.4%減碼–

2022 年第 3 季之後清倉（28 檔）

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

Win Advisors, Inc 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
CDNSCadence Design Systems IncStock1,034$16.9 萬0.1%歷史
PGNYProgyny, Inc.COM4,408$16.3 萬0.1%歷史
COINCoinbase Global, Inc.COM CL A2,209$14.2 萬0.1%歷史
ProShares Tr74347X849SHRT 20+YR TRE2,766$6.20 萬<0.1%–
Invesco Exchange Traded FD T46137V373S&P500 EQL STP167$2.60 萬<0.1%–
First Tr Exchange Traded FD33738R100MULTI ASSET DI1,734$2.50 萬<0.1%–
TAPMolson Coors Beverage CoCL B514$2.50 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.Stock1,886$2.20 萬<0.1%歷史
TAT&T Inc.Stock1,395$2.10 萬<0.1%歷史
BOHBank of Hawaii CorpCOM282$2.10 萬<0.1%歷史
PNCPNC Financial Services Group, Inc.Stock134$2.00 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF1,642$2.00 萬<0.1%–
MDTMedtronic plcStock201$1.60 萬<0.1%歷史
GLWCorning IncCOM460$1.30 萬<0.1%歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF188$1.20 萬<0.1%–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF349$1.10 萬<0.1%–
Invesco QQQ Trust Series I46090E103ETF30$8,000<0.1%–
HASHasbro, Inc.COM121$8,000<0.1%歷史
iShares Russell Top 200 Growth ETF464289438ETF62$7,000<0.1%–
iShares Tr46434V456MSCI INTL QUALTY264$7,000<0.1%–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF50$4,000<0.1%–
Vanguard Information Technology ETF92204A702ETF9$3,000<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF25$3,000<0.1%–
ARK ETF Tr00214Q302GENOMIC REV ETF75$2,000<0.1%–
VanEck Morningstar Wide Moat ETF92189F643ETF1$00.0%–
American Centy ETF Tr025072810FOCUSED DYNAMIC1$00.0%–
First Tr Exchange-Traded Alp33735K108COM SHS1$00.0%–
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH1$00.0%–