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Livermore
Livermore
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Wealth Preservation Advisors, LLC

SEC CIK
0001968434
最新申報
2026/8/14

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
587
較 2025 年第 1 季 +25
總值
$1.62 億
較 2025 年第 1 季 +$2,225 萬 (+15.9%)
申報日
2025/8/14
SEC
Wealth Preservation Advisors, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AMZNAmazon Com IncStock85,223$1,870 萬11.5%−1,415−1.6%減碼歷史
GOOGAlphabet Inc.Stock101,406$1,799 萬11.1%00.0%不變歷史
NVDANVIDIA CorpStock101,122$1,598 萬9.9%+7,590+8.1%加碼歷史
MSFTMicrosoft CorpStock24,210$1,204 萬7.4%−60.0%減碼歷史
UBERUber Technologies, IncStock123,996$1,157 萬7.1%+603+0.5%加碼歷史
PEBOPeoples Bancorp IncCOM279,621$854.0 萬5.3%00.0%不變歷史
AAPLApple Inc.Stock36,550$749.9 萬4.6%−105−0.3%減碼歷史
Vanguard Morningstar Value ETF922908744ETF25,666$453.6 萬2.8%+383+1.5%加碼–
OBDCBlue Owl Capital CorpCOM199,661$286.3 萬1.8%+2,626+1.3%加碼歷史
NFLXNetflix IncStock2,036$272.6 萬1.7%00.0%不變歷史
Vanguard Morningstar Growth ETF922908736ETF5,779$253.3 萬1.6%−56−1.0%減碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF13,627$224.1 萬1.4%+292+2.2%加碼–
METAMeta Platforms, Inc.Stock2,715$200.4 萬1.2%+849+45.5%加碼歷史
CRMSalesforce, Inc.Stock6,365$173.6 萬1.1%+20+0.3%加碼歷史
SPYSPDR S&P 500 ETF TrustETF2,661$164.4 萬1.0%00.0%不變歷史
GOOGLAlphabet Inc.Stock8,854$156.0 萬1.0%−78−0.9%減碼歷史
iShares Tr46434V803HDG MSCI EAFE39,053$148.2 萬0.9%−206−0.5%減碼–
Dimensional ETF Trust25434V815US SMALL CAP ETF43,788$128.9 萬0.8%−3,830−8.0%減碼–
SPGSimon Property Group Inc.REIT8,002$128.6 萬0.8%00.0%不變歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT31,749$113.6 萬0.7%+1,500+5.0%加碼依 3 比 1 拆股換算歷史
FHNFirst Horizon CorpCOM50,629$107.3 萬0.7%+30.0%加碼歷史
FBKFB Financial CorpCOM19,000$86.1 萬0.5%00.0%不變歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF2,996$85.2 萬0.5%+34+1.1%加碼–
TSLATesla, Inc.Stock2,579$81.9 萬0.5%+573+28.6%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF3,746$73.1 萬0.5%00.0%不變–
BRK.ABerkshire Hathaway IncCL A1$72.9 萬0.4%00.0%不變歷史
PNCPNC Financial Services Group, Inc.Stock3,618$67.4 萬0.4%−2−0.1%減碼歷史
SYBTStock Yards Bancorp, Inc.COM8,264$65.3 萬0.4%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF12,206$63.9 萬0.4%+50.0%加碼–
DEDeere & CoStock1,246$63.4 萬0.4%00.0%不變歷史
OWLBlue Owl Capital Inc.COM CL A32,479$62.4 萬0.4%−55−0.2%減碼歷史
iShares MSCI Eafe ETF464287465ETF6,977$62.4 萬0.4%+24+0.3%加碼–
ABAlliancebernstein Holding L.P.UNIT LTD PARTN15,061$61.5 萬0.4%00.0%不變歷史
MRKMerck & Co., Inc.Stock7,408$58.6 萬0.4%−886−10.7%減碼歷史
KOCoca Cola CoStock8,225$58.2 萬0.4%+30+0.4%加碼歷史
KKRKKR & Co. Inc.COM4,000$53.2 萬0.3%00.0%不變歷史
iShares Inc46434G509CUR HD MSCI EM17,297$52.1 萬0.3%−276−1.6%減碼–
GLDSPDR Gold TrustETF1,665$50.8 萬0.3%00.0%不變歷史
JPMJPMorgan Chase & CoStock1,749$50.7 萬0.3%−3−0.2%減碼歷史
WFCWells Fargo & CompanyStock6,218$49.8 萬0.3%+18+0.3%加碼歷史
iShares S&P 500 Growth ETF464287309ETF4,493$49.5 萬0.3%00.0%不變–
NOWServiceNow, Inc.Stock480$49.3 萬0.3%00.0%不變歷史
FBTCFidelity Wise Origin Bitcoin FundSHS5,236$49.2 萬0.3%00.0%不變歷史
CRWDCrowdStrike Holdings, Inc.Stock941$47.9 萬0.3%+918+3,991.3%加碼歷史
MSMorgan StanleyStock3,338$47.0 萬0.3%−236−6.6%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF16,774$46.4 萬0.3%−112−0.7%減碼–
IBITiShares Bitcoin Trust ETFETF7,522$46.0 萬0.3%+455+6.4%加碼歷史
PGRProgressive CorpStock1,617$43.2 萬0.3%+3+0.2%加碼歷史
Nuveen Global Cities REIT Inc Class I67097R202RET37,132$42.7 萬0.3%+37,132新進–
RTXRTX CorpStock2,882$42.1 萬0.3%+17+0.6%加碼歷史
HUBSHubSpot IncCOM750$41.7 萬0.3%+750新進歷史
OHIOmega Healthcare Investors IncCOM11,317$41.5 萬0.3%00.0%不變歷史
SSBSouthState Bank CorpCOM4,489$41.3 萬0.3%00.0%不變歷史
CHDNChurchill Downs IncCOM4,080$41.2 萬0.3%00.0%不變歷史
Schwab International Equity ETF808524805ETF18,484$40.8 萬0.3%00.0%不變–
MPCMarathon Petroleum CorpStock2,430$40.4 萬0.2%+2+0.1%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF2,888$38.5 萬0.2%−15−0.5%減碼–
ABTAbbott LaboratoriesStock2,787$37.9 萬0.2%−28−1.0%減碼歷史
BRK.BBerkshire Hathaway IncStock761$37.0 萬0.2%00.0%不變歷史
MSTRStrategy IncStock911$36.8 萬0.2%−390−30.0%減碼歷史
UNPUnion Pacific CorpStock1,568$36.1 萬0.2%−5−0.3%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,277$35.4 萬0.2%+79+6.6%加碼–
CEGConstellation Energy CorpStock1,068$34.5 萬0.2%+2+0.2%加碼歷史
AVGOBroadcom Inc.Stock1,233$34.0 萬0.2%−26−2.1%減碼歷史
MCDMcDonalds CorpStock1,157$33.8 萬0.2%−3−0.3%減碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,479$30.6 萬0.2%−10−0.4%減碼–
TTTrane Technologies plcSHS676$29.6 萬0.2%00.0%不變歷史
iShares Tr464287234MSCI EMG MKT ETF6,126$29.6 萬0.2%00.0%不變–
iShares Tr464288273EAFE SML CP ETF4,063$29.5 萬0.2%00.0%不變–
SNOWSnowflake Inc.Stock1,156$25.9 萬0.2%+5+0.4%加碼歷史
Alps ETF Tr00162Q452ALERIAN MLP5,139$25.1 萬0.2%−308−5.7%減碼–
ORCLOracle CorpStock1,145$25.0 萬0.2%−15−1.3%減碼歷史
AEMAgnico Eagle Mines LtdStock2,075$24.7 萬0.2%00.0%不變歷史
NSCNorfolk Southern CorpStock962$24.6 萬0.2%−2−0.2%減碼歷史
APOApollo Global Management, Inc.COM1,734$24.6 萬0.2%+715+70.2%加碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF3,098$24.0 萬0.1%−63−2.0%減碼–
Vanguard S&P 500 ETF922908363ETF422$24.0 萬0.1%+416+6,933.3%加碼–
USBUS Bancorp DECOM NEW5,248$23.7 萬0.1%−32−0.6%減碼歷史
SMBKSmartfinancial Inc.COM NEW6,945$23.5 萬0.1%00.0%不變歷史
NEMNEWMONT CorpStock4,019$23.4 萬0.1%−399−9.0%減碼歷史
YUMYum Brands IncStock1,511$22.4 萬0.1%00.0%不變歷史
APHAmphenol CorpCL A2,220$21.9 萬0.1%00.0%不變歷史
iShares Core S&P Mid-Cap ETF464287507ETF3,347$20.8 萬0.1%00.0%不變–
VVisa Inc.Stock570$20.2 萬0.1%00.0%不變歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF2,131$19.4 萬0.1%00.0%不變–
HSYHershey CoCOM1,167$19.4 萬0.1%+9+0.8%加碼歷史
WMTWalmart Inc.Stock1,979$19.4 萬0.1%−10−0.5%減碼歷史
Dimensional ETF Trust25434V104US CORE EQT MKT4,567$19.3 萬0.1%00.0%不變–
CARRCarrier Global CorpStock2,636$19.3 萬0.1%00.0%不變歷史
PPLPPL CorpCOM5,678$19.2 萬0.1%+40+0.7%加碼歷史
ETF Opportunities Trust26923N462T REX 2X LONG MS22,000$19.0 萬0.1%+22,000新進–
WisdomTree Tr97717W851JAPN HEDGE EQT1,610$18.4 萬0.1%00.0%不變–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1,643$18.1 萬0.1%00.0%不變–
CHKPCheck Point Software Technologies LtdORD807$17.9 萬0.1%00.0%不變歷史
ACNAccenture plcStock576$17.2 萬0.1%+11+1.9%加碼歷史
LOWLowes Companies IncStock761$16.9 萬0.1%00.0%不變歷史
IBMInternational Business Machines CorpStock556$16.4 萬0.1%−1−0.2%減碼歷史
DUKDuke Energy CORPStock1,378$16.3 萬0.1%+40+3.0%加碼歷史
AMDAdvanced Micro Devices IncStock1,119$15.9 萬0.1%+470+72.4%加碼歷史
ETNEaton Corp plcStock444$15.9 萬0.1%+7+1.6%加碼歷史

2025 年第 1 季之後清倉（61 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

Wealth Preservation Advisors, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF2,891$12.8 萬0.1%–
ProShares Tr74349Y704ULTRA BITCOIN ET3,619$12.0 萬0.1%–
DFSDiscover Financial ServicesCOM515$8.79 萬0.1%歷史
VanEck Morningstar Wide Moat ETF92189F643ETF928$8.16 萬0.1%–
Direxion Shs ETF Tr25460G153DAILY REGIONAL905$7.84 萬0.1%–
TRMDTORM plcSHS CL A4,180$6.89 萬<0.1%歷史
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF662$6.61 萬<0.1%–
BSTBlackRock Science & Technology TrustSHS1,613$5.32 萬<0.1%歷史
Pinnacle Financial Corp 6.75 percent Pfd72346Q302com2,000$4.82 萬<0.1%–
SBRASabra Health Care REIT, Inc.REIT2,197$3.84 萬<0.1%歷史
ARLPAlliance Resource Partners LPStock1,325$3.61 萬<0.1%歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR2,391$3.43 萬<0.1%歷史
Direxion Shs ETF Tr25459W755DLY R/E BULL3X3,264$3.37 萬<0.1%–
BITBBitwise Bitcoin ETFSHS BEN INT749$3.36 萬<0.1%歷史
CHMICherry Hill Mortgage Investment CorpCOM9,973$3.29 萬<0.1%歷史
Barrick Gold Corp067901108COM1,578$3.07 萬<0.1%–
BXSLBlackstone Secured Lending FundCOMMON STOCK914$2.96 萬<0.1%歷史
BBDCBarings BDC, Inc.COM3,050$2.91 萬<0.1%歷史
iShares Tr46435G102CONV BD ETF346$2.89 萬<0.1%–
STNStantec IncCOM309$2.56 萬<0.1%歷史
MFICMidCap Financial Investment CorpCOM NEW1,983$2.55 萬<0.1%歷史
BSMBlack Stone Minerals, L.P.COM UNIT1,492$2.28 萬<0.1%歷史
ABRArbor Realty Trust IncCOM1,856$2.18 萬<0.1%歷史
Daimler AG Unsponsor ADR233825207ADR1,360$1.99 萬<0.1%–
SBLKStar Bulk Carriers Corp.SHS PAR1,233$1.92 萬<0.1%歷史
RWTRedwood Trust IncCOM3,150$1.91 萬<0.1%歷史
AQNAlgonquin Power & Utilities Corp.COM3,638$1.87 萬<0.1%歷史
NLYAnnaly Capital Management IncREIT900$1.83 萬<0.1%歷史
GNKGenco Shipping & Trading LtdSHS1,336$1.78 萬<0.1%歷史
MRXMarex Group LtdORD500$1.77 萬<0.1%歷史
Global X Uranium ETF37954Y871ETF768$1.76 萬<0.1%–
AFCGAdvanced Flower Capital Inc.COM2,904$1.62 萬<0.1%歷史
FROFrontline plcCOM1,054$1.57 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM200$1.49 萬<0.1%歷史
DVNDevon Energy CorpStock385$1.44 萬<0.1%歷史
SUNSSunrise Realty Trust, Inc.COM968$1.07 萬<0.1%歷史
BGSB&G Foods, Inc.COM1,520$1.04 萬<0.1%歷史
SPDR Series Trust78468R556SP O&G EXPL PRO75$9,878<0.1%–
LPGDorian LPG Ltd.SHS USD436$9,740<0.1%歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT811$7,348<0.1%歷史
LEGLeggett & Platt IncStock686$5,426<0.1%歷史
PLDPrologis, Inc.REIT47$5,254<0.1%歷史
MLTXMoonLake ImmunotherapeuticsCLASS A ORD120$4,688<0.1%歷史
EMNEastman Chemical CoStock49$4,317<0.1%歷史
Basin Uranium Ord07012B403Common Stock30,000$3,516<0.1%–
CNACna Financial CorpCOM41$2,082<0.1%歷史
HPE.PCHewlett Packard Enterprise Co7.625 MAND CONV43$2,053<0.1%歷史
DOWDow Inc.Stock55$1,921<0.1%歷史
Lexston MNG Corp F52978C201FOREIGN CANADIAN6,535$1,787<0.1%–
TUTelus CorpCOM124$1,778<0.1%歷史
NKENIKE, Inc.Stock26$1,650<0.1%歷史
QVC Inc 6.375 PFD747262301PFD144$1,452<0.1%–
EIXEdison InternationalStock23$1,355<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM48$1,304<0.1%歷史
NRGNRG Energy, Inc.Stock10$955<0.1%歷史
BLDRBuilders FirstSource, Inc.Stock6$750<0.1%歷史
LENLennar CorpCL A6$689<0.1%歷史
MDBMongoDB, Inc.CL A3$526<0.1%歷史
CLXClorox CoStock3$442<0.1%歷史
NIONIO Inc.ADR38$145<0.1%歷史
Applied Dna Sciences Inc03815U508COM NEW1$2<0.1%–