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Livermore
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Evolution Advisers, Inc.

SEC CIK
0001906967
最新申報
2026/7/31

2024 年第 1 季持倉

持倉截至 2024/3/31，2024/5/3 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
184
較 2023 年第 4 季 −37
總值
$1.69 億
較 2023 年第 4 季 +$1,275 萬 (+8.1%)
申報日
2024/5/3
SEC
Evolution Advisers, Inc. 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MDTMedtronic plcStock10$1,000<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF15$1,000<0.1%00.0%不變–
WBDWarner Bros. Discovery, Inc.Stock79$1,000<0.1%−48−37.8%減碼歷史
RBLXRoblox CorpStock10$1,000<0.1%+10新進歷史
KHCKraft Heinz CoStock20$1,000<0.1%00.0%不變歷史
CRWDCrowdStrike Holdings, Inc.Stock1$1,000<0.1%+1新進歷史
SHOPShopify Inc.Stock5$1,000<0.1%−45−90.0%減碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF15$1,000<0.1%00.0%不變–
iShares Tr46434V456MSCI INTL QUALTY22$1,000<0.1%00.0%不變–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF17$1,000<0.1%00.0%不變–
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL27$1,000<0.1%00.0%不變–
Etfis Ser Tr I26923G707VIRTUS NEWFLEET17$1,000<0.1%00.0%不變–
Ea Series Trust02072L607FREEDOM 100 EM23$1,000<0.1%00.0%不變–
UAUnder Armour, Inc.CL C57$1,000<0.1%+57新進歷史
Vanguard Real Estate ETF922908553ETF20$2,000<0.1%00.0%不變–
Vanguard Dividend Appreciation ETF921908844ETF10$2,000<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF18$2,000<0.1%00.0%不變–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG17$2,000<0.1%00.0%不變–
iShares Tr464287572GLOBAL 100 ETF19$2,000<0.1%00.0%不變–
Victory Portfolios II92647N824VCSHS US EQ INCM27$2,000<0.1%00.0%不變–
METMetlife IncStock40$3,000<0.1%00.0%不變歷史
KMIKinder Morgan, Inc.Stock135$3,000<0.1%00.0%不變歷史
Vanguard Total Bond Market ETF921937835ETF47$4,000<0.1%+27+135.0%加碼–
KMXCarMax IncCOM43$4,000<0.1%00.0%不變歷史
SYFSynchrony FinancialCOM74$4,000<0.1%+1+1.4%加碼歷史
BAXBaxter International IncStock100$5,000<0.1%00.0%不變歷史
BACBank of America CorpStock124$5,000<0.1%+1+0.8%加碼歷史
VZVerizon Communications IncStock148$7,000<0.1%+3+2.1%加碼歷史
ARCCAres Capital CorpCEF298$7,000<0.1%+7+2.4%加碼歷史
CRCCalifornia Resources CorpCOM STOCK113$7,000<0.1%00.0%不變歷史
GOLFAcushnet Holdings Corp.COM103$7,000<0.1%00.0%不變歷史
PMPhilip Morris International Inc.Stock78$8,000<0.1%00.0%不變歷史
EXRExtra Space Storage Inc.COM50$8,000<0.1%00.0%不變歷史
Listed FD Tr53656F417ROUNDHILL BALL600$8,000<0.1%00.0%不變–
FFord Motor CoStock700$1.00 萬<0.1%−164−19.0%減碼歷史
MDLZMondelez International, Inc.Stock138$1.00 萬<0.1%00.0%不變歷史
AWKAmerican Water Works Company, Inc.Stock80$1.00 萬<0.1%00.0%不變歷史
TAT&T Inc.Stock574$1.10 萬<0.1%+6+1.1%加碼歷史
MOAltria Group, Inc.Stock263$1.20 萬<0.1%+4+1.5%加碼歷史
BXBlackstone Inc.COM85$1.20 萬<0.1%−15−15.0%減碼歷史
DHRDanaher CorpStock50$1.30 萬<0.1%00.0%不變歷史
iShares Russell 1000 Value ETF464287598ETF71$1.30 萬<0.1%00.0%不變–
UPSUnited Parcel Service IncStock89$1.40 萬<0.1%00.0%不變歷史
BABoeing CoStock74$1.50 萬<0.1%−36−32.7%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF300$1.60 萬<0.1%00.0%不變–
CRMSalesforce, Inc.Stock50$1.60 萬<0.1%−5−9.1%減碼歷史
INTCIntel CorpStock375$1.70 萬<0.1%00.0%不變歷史
GEGeneral Electric CoStock95$1.70 萬<0.1%−6−5.9%減碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF76$1.90 萬<0.1%00.0%不變–
Vanguard World FD921910733ESG US STK ETF199$1.90 萬<0.1%00.0%不變–
CVXChevron CorpStock124$2.00 萬<0.1%00.0%不變歷史
IBMInternational Business Machines CorpStock100$2.00 萬<0.1%00.0%不變歷史
COSTCostco Wholesale CorpStock28$2.10 萬<0.1%00.0%不變歷史
WSMWilliams Sonoma IncCOM66$2.10 萬<0.1%00.0%不變歷史
TGTTarget CorpStock142$2.60 萬<0.1%00.0%不變歷史
FTNTFortinet, Inc.Stock390$2.70 萬<0.1%00.0%不變歷史
EXCExelon CorpStock738$2.80 萬<0.1%+8+1.1%加碼歷史
HONHoneywell International IncCOM135$2.80 萬<0.1%+1+0.7%加碼歷史
HCAHCA Healthcare, Inc.COM88$3.00 萬<0.1%00.0%不變歷史
TTETotalEnergies SESPONSORED ADS424$3.00 萬<0.1%00.0%不變歷史
CTASCintas CorpStock45$3.10 萬<0.1%00.0%不變歷史
MDYSPDR S&P Midcap 400 ETF TrustETF54$3.10 萬<0.1%00.0%不變歷史
CHDChurch & Dwight Co IncCOM300$3.20 萬<0.1%00.0%不變歷史
PPLPPL CorpCOM1,183$3.30 萬<0.1%+1+0.1%加碼歷史
PAYXPaychex IncStock275$3.40 萬<0.1%00.0%不變歷史
DISWalt Disney CoStock275$3.40 萬<0.1%−105−27.6%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF565$3.50 萬<0.1%00.0%不變依 5 比 1 拆股換算–
SBUXStarbucks CorpStock383$3.60 萬<0.1%00.0%不變歷史
KNSLKinsale Capital Group, Inc.Stock67$3.60 萬<0.1%−68−50.4%減碼歷史
ULUnilever PLCSPON ADR NEW700$3.60 萬<0.1%00.0%不變歷史
DALDelta Air Lines, Inc.COM NEW759$3.70 萬<0.1%00.0%不變歷史
UNHUnitedHealth Group IncStock75$3.80 萬<0.1%−1−1.3%減碼歷史
CEGConstellation Energy CorpStock232$4.30 萬<0.1%+1+0.4%加碼歷史
IDCCInterDigital, Inc.COM400$4.30 萬<0.1%00.0%不變歷史
ADPAutomatic Data Processing IncStock176$4.40 萬<0.1%00.0%不變歷史
MCKMcKesson CorpStock83$4.50 萬<0.1%00.0%不變歷史
ETNEaton Corp plcStock150$4.70 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33733B100WTR ETF456$4.70 萬<0.1%00.0%不變–
ORCLOracle CorpStock380$4.80 萬<0.1%00.0%不變歷史
NTRNutrien Ltd.COM867$4.80 萬<0.1%00.0%不變歷史
iShares Core S&P Small Cap ETF464287804ETF444$5.00 萬<0.1%00.0%不變–
iShares Tr46435G516ESG AW MSCI EAFE650$5.20 萬<0.1%00.0%不變–
iShares Core S&P 500 ETF464287200ETF100$5.30 萬<0.1%00.0%不變–
Vanguard S&P 500 Growth ETF921932505ETF176$5.40 萬<0.1%00.0%不變–
AMGNAmgen IncStock200$5.70 萬<0.1%00.0%不變歷史
AVGOBroadcom Inc.Stock45$6.00 萬<0.1%00.0%不變歷史
ADBEAdobe Inc.Stock119$6.10 萬<0.1%−17−12.5%減碼歷史
LMTLockheed Martin CorpStock132$6.10 萬<0.1%00.0%不變歷史
PSXPhillips 66Stock383$6.30 萬<0.1%00.0%不變歷史
SEICSEI Investments CoCOM873$6.30 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V104US CORE EQT MKT1,699$6.30 萬<0.1%00.0%不變–
JNJJohnson & JohnsonStock401$6.40 萬<0.1%+1+0.3%加碼歷史
COFCapital One Financial CorpStock431$6.50 萬<0.1%−303−41.3%減碼歷史
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM570$6.60 萬<0.1%+1+0.2%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF271$6.80 萬<0.1%−12−4.2%減碼–
Vanguard Scottsdale FDS92206C565TOTAL WLD BD ETF996$6.90 萬<0.1%+263+35.9%加碼–
Schwab U.S. Broad Market ETF808524102ETF1,134$7.00 萬<0.1%+378+50.0%加碼–
CSCOCisco Systems, Inc.Stock1,433$7.20 萬<0.1%+5+0.4%加碼歷史
HSYHershey CoCOM378$7.40 萬<0.1%+1+0.3%加碼歷史
ACNAccenture plcStock214$7.50 萬<0.1%00.0%不變歷史

2023 年第 4 季之後清倉（49 檔）

2023 年第 4 季季末還持有、這份申報已經沒有的部位。

Evolution Advisers, Inc. 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
State Street Utilities Select Sector SPDR ETF81369Y886ETF679$4.40 萬<0.1%–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF430$3.50 萬<0.1%–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF443$3.20 萬<0.1%–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD322$2.60 萬<0.1%–
ELEstee Lauder Companies IncCL A157$2.30 萬<0.1%歷史
TMETencent Music Entertainment GroupSPON ADS2,500$2.20 萬<0.1%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF102$1.90 萬<0.1%–
IAUiShares Gold TrustETF484$1.90 萬<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM570$1.90 萬<0.1%歷史
CLXClorox CoStock108$1.60 萬<0.1%歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF147$1.50 萬<0.1%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF103$1.40 萬<0.1%–
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER220$1.20 萬<0.1%–
TAPMolson Coors Beverage CoCL B200$1.20 萬<0.1%歷史
AEPAmerican Electric Power Co IncStock130$1.10 萬<0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM80$1.00 萬<0.1%歷史
ASMLASML Holding NVADR12$9,000<0.1%歷史
GLDSPDR Gold TrustETF40$8,000<0.1%歷史
Vanguard Materials ETF92204A801ETF40$8,000<0.1%–
SWKSSkyworks Solutions, Inc.Stock70$8,000<0.1%歷史
STMSTMicroelectronics N.V.NY REGISTRY165$8,000<0.1%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS450$8,000<0.1%歷史
Vanguard World FD921910725ESG INTL STK ETF145$8,000<0.1%–
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER205$8,000<0.1%–
METAMeta Platforms, Inc.Stock20$7,000<0.1%歷史
BABAAlibaba Group Holding LtdADR100$7,000<0.1%歷史
PKPark Hotels & Resorts Inc.COM476$7,000<0.1%歷史
MFAMfa Financial, Inc.COM650$7,000<0.1%歷史
RITMRithm Capital Corp.REIT605$6,000<0.1%歷史
Two Harbors Investment Corp.90187B804COM430$6,000<0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF41$5,000<0.1%–
CCLCarnival Corp Ltd.UNIT 99/99/9999300$5,000<0.1%歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF104$4,000<0.1%–
BPBP PLCADR89$3,000<0.1%歷史
PLAYDave & Buster's Entertainment, Inc.COM50$3,000<0.1%歷史
BKCCBlackRock Capital Investment CorpCOM746$3,000<0.1%歷史
GPROGoPro, Inc.CL A500$2,000<0.1%歷史
TRUPTrupanion, Inc.COM50$2,000<0.1%歷史
iShares Russell 1000 Growth ETF464287614ETF5$1,000<0.1%–
Schwab US Dividend Equity ETF808524797ETF15$1,000<0.1%–
AALAmerican Airlines Group Inc.Stock60$1,000<0.1%歷史
ZMZoom Communications, Inc.Stock10$1,000<0.1%歷史
IVRInvesco Mortgage Capital Inc.COM109$1,000<0.1%歷史
FLUXFlux Power Holdings, Inc.COM NEW100$1,000<0.1%歷史
BBGIBeasley Broadcast Group IncCL A1,000$1,000<0.1%歷史
RJETRepublic Airways Holdings Inc.COM NEW1,400$1,000<0.1%歷史
KDKyndryl Holdings, Inc.Stock20$00.0%歷史
GEHCGE HealthCare Technologies Inc.Stock2$00.0%歷史
GRWGGrowGeneration Corp.COM50$00.0%歷史