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Livermore
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Armstrong Advisory Group, Inc

SEC CIK
0001932952
最新申報
2026/7/13

2023 年第 4 季持倉

持倉截至 2023/12/31，2024/1/17 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
769
較 2023 年第 3 季 −67
總值
$10.3 億
較 2023 年第 3 季 +$1.14 億 (+12.5%)
申報日
2024/1/17
SEC
Armstrong Advisory Group, Inc 在 2023 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 Tr4642874407-10 YR TRSY BD1,252,912$1.21 億11.7%−314,831−20.1%減碼–
Vanguard Information Technology ETF92204A702ETF203,986$9,873 萬9.6%+1,907+0.9%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF1,151,529$6,437 萬6.2%+695,310+152.4%加碼–
Schwab Strategic Tr8085247221000 INDEX ETF1,246,826$5,743 萬5.6%+21,261+1.7%加碼–
Vanguard Total Bond Market ETF921937835ETF751,915$5,530 萬5.4%+365,827+94.8%加碼–
Vanguard Health Care ETF92204A504ETF184,028$4,614 萬4.5%−2,083−1.1%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF1,108,961$4,170 萬4.0%+2,707+0.2%加碼–
iShares Core S&P 500 ETF464287200ETF81,373$3,887 萬3.8%+3,088+3.9%加碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF196,822$3,519 萬3.4%+1,621+0.8%加碼–
iShares U.S. Treasury Bond ETF46429B267ETF1,473,662$3,395 萬3.3%+1,471,062+56,579.3%加碼–
iShares Tr4642886613 7 YR TREAS BD283,123$3,316 萬3.2%+75,261+36.2%加碼–
Vanguard Communication Services ETF92204A884ETF245,751$2,893 萬2.8%−1,185−0.5%減碼–
Vanguard Index FDS922908652EXTEND MKT ETF170,221$2,799 萬2.7%−88,649−34.2%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF237,483$2,707 萬2.6%+384+0.2%加碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF286,351$2,063 萬2.0%−7,720−2.6%減碼–
AAPLApple Inc.Stock95,580$1,840 萬1.8%+1,318+1.4%加碼歷史
iShares Russell 2000 ETF464287655ETF85,083$1,708 萬1.7%−51,879−37.9%減碼–
SPYSPDR S&P 500 ETF TrustETF34,098$1,621 萬1.6%−480−1.4%減碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF172,696$1,448 萬1.4%+465+0.3%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS244,607$1,427 萬1.4%−651,143−72.7%減碼–
UPSUnited Parcel Service IncStock85,615$1,346 萬1.3%−108−0.1%減碼歷史
Vanguard S&P 500 ETF922908363ETF25,290$1,105 萬1.1%−254−1.0%減碼–
MSFTMicrosoft CorpStock25,980$977.0 萬0.9%−408−1.5%減碼歷史
iShares Tr46436E7180-3 MTH TREASURY92,491$927.4 萬0.9%+92,491新進–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF199,420$798.9 萬0.8%−2,454−1.2%減碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF125,217$793.0 萬0.8%−3,098−2.4%減碼–
GLDSPDR Gold TrustETF40,006$764.8 萬0.7%−72−0.2%減碼歷史
CPRTCopart IncCOM146,614$718.4 萬0.7%−1,400−0.9%減碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF83,730$716.2 萬0.7%−208−0.2%減碼–
BRK.BBerkshire Hathaway IncStock18,440$657.7 萬0.6%+65+0.4%加碼歷史
Bondbloxx ETF Trust09789C820BLOOMBERG SEVEN120,313$581.7 萬0.6%+120,313新進–
AMZNAmazon Com IncStock31,614$480.3 萬0.5%+107+0.3%加碼歷史
DEDeere & CoStock10,235$409.3 萬0.4%−14−0.1%減碼歷史
LLYEli Lilly & CoStock6,423$374.4 萬0.4%+6+0.1%加碼歷史
Invesco QQQ Trust Series I46090E103ETF8,448$346.0 萬0.3%+315+3.9%加碼–
TJXTJX Companies IncStock32,041$300.6 萬0.3%−56−0.2%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF15,483$263.8 萬0.3%+14+0.1%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF21,094$235.5 萬0.2%−63−0.3%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF8,285$196.5 萬0.2%−199−2.3%減碼–
XOMExxonMobil Holdings CorpCOM19,307$193.0 萬0.2%−882−4.4%減碼歷史
KOCoca Cola CoStock31,651$186.5 萬0.2%−343−1.1%減碼歷史
ABBVAbbVie Inc.Stock10,219$158.4 萬0.2%−189−1.8%減碼歷史
WMWaste Management IncStock8,788$157.4 萬0.2%00.0%不變歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG15,574$146.1 萬0.1%−107−0.7%減碼–
VZVerizon Communications IncStock37,300$140.6 萬0.1%+552+1.5%加碼歷史
HDHome Depot, Inc.Stock3,746$129.8 萬0.1%+25+0.7%加碼歷史
UNHUnitedHealth Group IncStock2,388$125.7 萬0.1%−12−0.5%減碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF52,421$122.6 萬0.1%+2,302+4.6%加碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM20,623$113.4 萬0.1%+11,119+117.0%加碼–
iShares Tr464288687PFD AND INCM SEC35,425$110.5 萬0.1%+1,990+6.0%加碼–
BACBank of America CorpStock32,747$110.3 萬0.1%−929−2.8%減碼歷史
iShares Core High Dividend ETF46429B663ETF10,704$109.2 萬0.1%−657−5.8%減碼–
SPDR Series Trust78464A763ST STR SP DIV8,617$107.7 萬0.1%−361−4.0%減碼–
ORCLOracle CorpStock10,023$105.7 萬0.1%00.0%不變歷史
MCDMcDonalds CorpStock3,488$103.4 萬0.1%−108−3.0%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF13,020$101.6 萬0.1%−687−5.0%減碼–
JNJJohnson & JohnsonStock6,436$100.9 萬0.1%−511−7.4%減碼歷史
PGProcter & Gamble CoStock6,558$96.1 萬0.1%−302−4.4%減碼歷史
EDConsolidated Edison IncStock10,291$93.6 萬0.1%+20.0%加碼歷史
PEPPepsiCo IncStock5,397$91.7 萬0.1%+247+4.8%加碼歷史
iShares Tr464288414NATIONAL MUN ETF8,296$89.9 萬0.1%−3,405−29.1%減碼–
HONHoneywell International IncCOM4,193$87.9 萬0.1%−18−0.4%減碼歷史
HUBSHubSpot IncCOM1,492$86.6 萬0.1%00.0%不變歷史
ESEversource EnergyStock13,800$85.2 萬0.1%+3,513+34.1%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF3,069$85.1 萬0.1%−186−5.7%減碼–
AEPAmerican Electric Power Co IncStock9,749$79.2 萬0.1%−668−6.4%減碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD14,954$76.3 萬0.1%−16−0.1%減碼–
CATCaterpillar IncStock2,538$75.0 萬0.1%00.0%不變歷史
NVDANVIDIA CorpStock1,497$74.1 萬0.1%+543+56.9%加碼歷史
Global X FDS37954Y475S&P 500 COVERED18,365$72.4 萬0.1%+9,307+102.7%加碼–
DUKDuke Energy CORPStock7,248$70.3 萬0.1%−764−9.5%減碼歷史
WMTWalmart Inc.Stock4,426$69.8 萬0.1%−178−3.9%減碼歷史
CVXChevron CorpStock4,674$69.7 萬0.1%−590−11.2%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF9,229$69.5 萬0.1%00.0%不變–
TAT&T Inc.Stock41,077$68.9 萬0.1%−139−0.3%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF6,619$65.7 萬0.1%+275+4.3%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF7,948$63.0 萬0.1%+99+1.3%加碼–
iShares Core S&P Small Cap ETF464287804ETF5,786$62.6 萬0.1%00.0%不變–
VLOValero Energy CorpStock4,789$62.3 萬0.1%−565−10.6%減碼歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF14,809$62.1 萬0.1%−7,662−34.1%減碼–
CMGChipotle Mexican Grill IncCOM270$61.7 萬0.1%00.0%不變歷史
iShares Tr46428743220 YR TR BD ETF6,211$61.4 萬0.1%+6,211新進–
JPMJPMorgan Chase & CoStock3,599$61.2 萬0.1%−5−0.1%減碼歷史
PEGPublic Service Enterprise Group IncCOM9,820$60.0 萬0.1%00.0%不變歷史
GOOGAlphabet Inc.Stock4,174$58.8 萬0.1%+224+5.7%加碼歷史
GOOGLAlphabet Inc.Stock4,187$58.5 萬0.1%−23−0.5%減碼歷史
HRHealthcare Realty Trust IncCL A COM33,334$57.4 萬0.1%−289−0.9%減碼歷史
CLColgate Palmolive CoStock7,140$56.9 萬0.1%00.0%不變歷史
TMOThermo Fisher Scientific Inc.Stock1,038$55.1 萬0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS9,179$54.4 萬0.1%+1,639+21.7%加碼–
ADIAnalog Devices IncStock2,733$54.3 萬0.1%00.0%不變歷史
COFCapital One Financial CorpStock4,136$54.2 萬0.1%+190+4.8%加碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD6,985$54.0 萬0.1%−1,439−17.1%減碼–
ETF Managers Tr26924G201PRIME CYBR SCRTY8,776$53.0 萬0.1%00.0%不變–
Vanguard Morningstar Small-Cap ETF922908751ETF2,436$52.0 萬0.1%+81+3.4%加碼–
ABTAbbott LaboratoriesStock4,636$51.0 萬<0.1%+3+0.1%加碼歷史
ADBEAdobe Inc.Stock817$48.7 萬<0.1%+14+1.7%加碼歷史
NKENIKE, Inc.Stock4,467$48.5 萬<0.1%+55+1.2%加碼歷史
RTXRTX CorpStock5,757$48.4 萬<0.1%−435−7.0%減碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX9,895$47.0 萬<0.1%−2,271−18.7%減碼–

2023 年第 3 季之後清倉（95 檔）

2023 年第 3 季季末還持有、這份申報已經沒有的部位。

Armstrong Advisory Group, Inc 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
ATVIActivision Blizzard, Inc.COM2,375$22.2 萬<0.1%歷史
GTLBGitlab Inc.CLASS A COM2,100$9.50 萬<0.1%歷史
iShares Tr46434VAX8IBONDS DEC23 ETF3,550$9.00 萬<0.1%–
SSentinelOne, Inc.CL A4,629$7.80 萬<0.1%歷史
RBLXRoblox CorpStock2,344$6.79 萬<0.1%歷史
WisdomTree Tr97717Y808YIELD ENHANCED1,104$5.11 萬<0.1%–
BlackRock ETF Trust II092528108SHOR DURA HI ETF2,163$4.42 萬<0.1%–
VMWVmware LLCCL A COM264$4.40 萬<0.1%歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR1,350$4.24 萬<0.1%歷史
NENoble Corp plcORD SHS A800$4.05 萬<0.1%歷史
PLAYDave & Buster's Entertainment, Inc.COM1,067$3.96 萬<0.1%歷史
MCIBarings Corporate InvestorsCOM1,933$3.08 萬<0.1%歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF983$2.88 萬<0.1%–
WisdomTree Tr97717W380INTRST RATE HDGE1,290$2.86 萬<0.1%–
WisdomTree Tr97717X511YIELD ENHANCD US670$2.78 萬<0.1%–
Victory Portfolios II92647N568USAA MSCI USA SM418$2.74 萬<0.1%–
SPDR Series Trust78464A672ST INTER ETF975$2.68 萬<0.1%–
iShares Tr46432F388MSCI USA VALUE275$2.49 萬<0.1%–
SPDR Series Trust78464A664ST LON TREAS ETF942$2.46 萬<0.1%–
Thor885155101LOW VOLATILITY ETF LOW VOLATILITY975$2.37 萬<0.1%–
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM397$2.27 萬<0.1%–
SPDR Series Trust78468R101ST SHO TREAS ETF774$2.22 萬<0.1%–
BXPBXP, Inc.COM365$2.17 萬<0.1%歷史
SRCSpirit Realty Capital, Inc.COM NEW597$2.00 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN233$1.95 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB880$1.87 萬<0.1%–
NIONIO Inc.ADR2,000$1.81 萬<0.1%歷史
MMacy's, Inc.COM1,500$1.74 萬<0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM252$1.69 萬<0.1%歷史
First Tr Exchange-Traded FD33734H106SHS434$1.62 萬<0.1%–
GDVGabelli Dividend & Income TrustCOM810$1.58 萬<0.1%歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN500$1.49 萬<0.1%歷史
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF521$1.25 萬<0.1%–
SPDR Index Shs FDS78463X509ST PORT MARK ETF371$1.25 萬<0.1%–
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100505$1.24 萬<0.1%–
KHCKraft Heinz CoStock366$1.23 萬<0.1%歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF384$1.19 萬<0.1%–
PCARPaccar IncCOM127$1.08 萬<0.1%歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF147$1.06 萬<0.1%–
HROWHarrow, Inc.COM708$1.02 萬<0.1%歷史
NWLNewell Brands Inc.Stock1,077$9,726<0.1%歷史
WHRWhirlpool CorpStock72$9,627<0.1%歷史
STXSeagate Technology Holdings plcORD SHS138$9,102<0.1%歷史
FITBFifth Third BancorpCOM354$8,967<0.1%歷史
ONOn Semiconductor CorpStock93$8,645<0.1%歷史
SWKStanley Black & Decker, Inc.COM103$8,609<0.1%歷史
AVBAvalonbay Communities IncCOM50$8,587<0.1%歷史
IVZInvesco Ltd.Stock585$8,495<0.1%歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF345$8,398<0.1%–
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT366$8,239<0.1%歷史
iShares Tr46429B7470-5 YR TIPS ETF84$8,142<0.1%–
CMAComerica IncCOM190$7,895<0.1%歷史
American Centy ETF Tr025072802INTL SMCP VLU131$7,579<0.1%–
ACLSAxcelis Technologies IncStock46$7,501<0.1%歷史
MATVMativ Holdings, Inc.COM525$7,487<0.1%歷史
EQRXEQRx, Inc.COM3,060$6,794<0.1%歷史
AEVAAeva Technologies, Inc.COM8,620$6,594<0.1%歷史
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW156$6,153<0.1%–
BLDPBallard Power Systems Inc.COM1,500$5,505<0.1%歷史
OBDCBlue Owl Capital CorpCOM322$4,460<0.1%歷史
EXEExpand Energy CorpCOM50$4,312<0.1%歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL56$3,733<0.1%–
FMCFMC CorpCOM NEW50$3,349<0.1%歷史
GISGeneral Mills IncStock49$3,136<0.1%歷史
ELVElevance Health, Inc.Stock7$3,048<0.1%歷史
FLOFlowers Foods IncCOM136$3,017<0.1%歷史
OGSONE Gas, Inc.COM44$3,005<0.1%歷史
TAPMolson Coors Beverage CoCL B47$2,989<0.1%歷史
TXNMTXNM Energy IncCOM67$2,989<0.1%歷史
CALMCal-Maine Foods IncCOM NEW59$2,857<0.1%歷史
ENREnergizer Holdings, Inc.COM88$2,820<0.1%歷史
Vanguard Short-Term Bond ETF921937827ETF37$2,782<0.1%–
UHSUniversal Health Services IncCL B22$2,767<0.1%歷史
PORPortland General Electric CoCOM NEW65$2,632<0.1%歷史
LHLabcorp Holdings Inc.COM NEW13$2,614<0.1%歷史
BEPCBrookfield Renewable CorpCL A SUB VTG108$2,586<0.1%歷史
ACHAccendra Health IncStock159$2,570<0.1%歷史
ACHRArcher Aviation Inc.Stock500$2,530<0.1%歷史
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF56$2,388<0.1%–
BKHBlack Hills CorpCOM47$2,378<0.1%歷史
AESAES CorpStock149$2,265<0.1%歷史
PINCPremier, Inc.CL A98$2,107<0.1%歷史
OTLYOatly Group ABSPONSORED ADS2,334$2,092<0.1%歷史
NUSNu Skin Enterprises, Inc.CL A94$1,994<0.1%歷史
DOCUDocuSign, Inc.Stock37$1,554<0.1%歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF33$1,445<0.1%–
Vanguard BD Index FDS921937793LONG TERM BOND18$1,208<0.1%–
NOKNokia CorpSPONSORED ADR249$932<0.1%歷史
ZMZoom Communications, Inc.Stock10$700<0.1%歷史
GGZGabelli Global Small & Mid Cap Value TrustCOM60$619<0.1%歷史
ETSYEtsy IncCOM5$323<0.1%歷史
CFLTConfluent, Inc.CLASS A COM10$297<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM20$101<0.1%歷史
ADNTAdient plcStock2$74<0.1%歷史
RADNew Rite Aid, LLCCOM150$68<0.1%歷史