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Livermore
Livermore
中文EN

25 LLC

SEC CIK
0001968777
最新申報
2026/7/28

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/7/19 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
617
較 2023 年第 1 季 +108
總值
$1.81 億
較 2023 年第 1 季 +$1,879 萬 (+11.6%)
申報日
2023/7/19
SEC
25 LLC 在 2023 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
Vanguard World FD921910725ESG INTL STK ETF15$816<0.1%00.0%不變–
DGDollar General CorpCOM5$829<0.1%+3+150.0%加碼歷史
ELVElevance Health, Inc.Stock2$836<0.1%00.0%不變歷史
COHRCoherent Corp.COM16$838<0.1%+16新進歷史
NWLINational Western Life Group, Inc.CL A2$841<0.1%00.0%不變歷史
KHCKraft Heinz CoStock24$856<0.1%+14+140.0%加碼歷史
RMDResmed IncCOM4$875<0.1%+2+100.0%加碼歷史
PENGPenguin Solutions, Inc.SHS32$886<0.1%00.0%不變歷史
PLABPhotronics IncCOM34$895<0.1%00.0%不變歷史
FLOFlowers Foods IncCOM37$897<0.1%+37新進歷史
SRESempraStock6$898<0.1%00.0%不變歷史
SNPSSynopsys IncCOM2$898<0.1%+1+100.0%加碼歷史
EDITEditas Medicine, Inc.COM101$904<0.1%00.0%不變歷史
UTHRUnited Therapeutics CorpCOM4$920<0.1%+4新進歷史
BZHBeazer Homes USA IncCOM NEW32$930<0.1%00.0%不變歷史
UPSTUpstart Holdings, Inc.COM20$948<0.1%+20新進歷史
BJBJ's Wholesale Club Holdings, Inc.COM15$948<0.1%+15新進歷史
JJSFJ&J Snack Foods CorpCOM6$950<0.1%+3+100.0%加碼歷史
CAGConagra Brands Inc.Stock29$962<0.1%+29新進歷史
CHDChurch & Dwight Co IncCOM10$981<0.1%+4+66.7%加碼歷史
TAT&T Inc.Stock65$983<0.1%+34+109.7%加碼歷史
USNAUsana Health Sciences IncCOM16$983<0.1%+8+100.0%加碼歷史
TFXTeleflex IncCOM4$989<0.1%+2+100.0%加碼歷史
INCYIncyte CorpCOM16$992<0.1%+16新進歷史
WTRGEssential Utilities, Inc.COM24$995<0.1%+24新進歷史
IMKTAIngles Markets IncCL A12$996<0.1%+6+100.0%加碼歷史
REYNReynolds Consumer Products Inc.COM36$997<0.1%+18+100.0%加碼歷史
AGRAvangrid, Inc.COM26$999<0.1%+26新進歷史
MRNAModerna, Inc.Stock8$1,013<0.1%+8新進歷史
IRWDIronwood Pharmaceuticals IncCOM CL A98$1,013<0.1%+98新進歷史
KEYSKeysight Technologies, Inc.Stock6$1,015<0.1%+3+100.0%加碼歷史
CNCCentene CorpStock16$1,019<0.1%+8+100.0%加碼歷史
ESEversource EnergyStock14$1,023<0.1%+14新進歷史
AEEAmeren CorpCOM12$1,023<0.1%+6+100.0%加碼歷史
CATCaterpillar IncStock4$1,024<0.1%−2−33.3%減碼歷史
GORVLazydays Holdings, Inc.COM88$1,030<0.1%+44+100.0%加碼歷史
HRLHormel Foods CorpCOM26$1,034<0.1%+26新進歷史
WMKWeis Markets IncCOM16$1,034<0.1%+16新進歷史
IDAIdacorp IncCOM10$1,041<0.1%+10新進歷史
AMWLAmerican Well CorpCL A472$1,044<0.1%00.0%不變歷史
CMRXChimerix IncCOM870$1,053<0.1%+446+105.2%加碼歷史
LKQLKQ CorpCOM18$1,054<0.1%+18新進歷史
VLGEAVillage Super Market IncCL A NEW46$1,055<0.1%+46新進歷史
BSXBoston Scientific CorpStock20$1,056<0.1%+10+100.0%加碼歷史
CNXNPC Connection IncCOM23$1,059<0.1%+11+91.7%加碼歷史
RRyder System IncCOM12$1,066<0.1%+12新進歷史
ABTAbbott LaboratoriesStock10$1,078<0.1%00.0%不變歷史
MSMMSC Industrial Direct Co IncCL A11$1,078<0.1%+5+83.3%加碼歷史
MROMarathon Oil CorpCOM43$1,081<0.1%+21+95.5%加碼歷史
INGRIngredion IncCOM10$1,088<0.1%+5+100.0%加碼歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM16$1,093<0.1%+8+100.0%加碼歷史
WECWec Energy Group, Inc.Stock12$1,099<0.1%+12新進歷史
REFIChicago Atlantic Real Estate Finance, Inc.COM71$1,100<0.1%+34+91.9%加碼歷史
HUBSHubSpot IncCOM2$1,102<0.1%+1+100.0%加碼歷史
OKTAOkta, Inc.CL A15$1,103<0.1%−7−31.8%減碼歷史
ACTEnact Holdings, Inc.COM42$1,112<0.1%+20+90.9%加碼歷史
GMEDGlobus Medical IncStock18$1,115<0.1%+18新進歷史
RSReliance, Inc.COM4$1,133<0.1%+4新進歷史
MXLMaxlinear, IncCOM34$1,142<0.1%+18+112.5%加碼歷史
MTGMgic Investment CorpCOM71$1,146<0.1%+33+86.8%加碼歷史
MOHMolina Healthcare, Inc.COM4$1,159<0.1%+4新進歷史
VSHVishay Intertechnology IncCOM39$1,163<0.1%+39新進歷史
ORCLOracle CorpStock10$1,175<0.1%00.0%不變歷史
BHEBenchmark Electronics IncCOM44$1,181<0.1%+44新進歷史
MANHManhattan Associates IncStock6$1,199<0.1%+3+100.0%加碼歷史
ARIApollo Commercial Real Estate Finance, Inc.COM104$1,213<0.1%+49+89.1%加碼歷史
DUKDuke Energy CORPStock13$1,214<0.1%+5+62.5%加碼歷史
SOSouthern CoStock17$1,216<0.1%+3+21.4%加碼歷史
LEALear CorpCOM NEW8$1,230<0.1%+8新進歷史
GTMZoomInfo Technologies Inc.Stock44$1,235<0.1%+21+91.3%加碼歷史
SMSM Energy CoCOM37$1,267<0.1%+18+94.7%加碼歷史
AOSLAlpha & Omega Semiconductor LtdSHS39$1,272<0.1%+19+95.0%加碼歷史
HUMHumana IncStock3$1,273<0.1%+3新進歷史
MPAAMotorcar Parts of America IncCOM154$1,274<0.1%+154新進歷史
PLUSEplus IncCOM22$1,278<0.1%+11+100.0%加碼歷史
POWIPower Integrations IncCOM13$1,286<0.1%+6+85.7%加碼歷史
PCTYPaylocity Holding CorpCOM6$1,286<0.1%+3+100.0%加碼歷史
VTRSViatris IncStock125$1,287<0.1%+51+68.9%加碼歷史
AEISAdvanced Energy Industries IncCOM11$1,299<0.1%+11新進歷史
GEGeneral Electric CoStock12$1,336<0.1%00.0%不變歷史
WDFCWD 40 CoCOM6$1,337<0.1%+3+100.0%加碼歷史
FCXFreeport-McMoran IncStock32$1,347<0.1%+12+60.0%加碼歷史
GHGuardant Health, Inc.COM37$1,438<0.1%00.0%不變歷史
REGNRegeneron Pharmaceuticals, Inc.COM2$1,442<0.1%+2新進歷史
INTUIntuit Inc.Stock3$1,445<0.1%+1+50.0%加碼歷史
SMCISuper Micro Computer, Inc.COM5$1,471<0.1%00.0%不變歷史
BILLBILL Holdings, Inc.Stock12$1,525<0.1%+5+71.4%加碼歷史
TMOThermo Fisher Scientific Inc.Stock3$1,580<0.1%+1+50.0%加碼歷史
EDConsolidated Edison IncStock17$1,595<0.1%+7+70.0%加碼歷史
GSKGSK plcADR46$1,601<0.1%00.0%不變歷史
CICigna GroupStock6$1,621<0.1%+4+200.0%加碼歷史
SPGIS&P Global Inc.Stock4$1,649<0.1%+2+100.0%加碼歷史
UPSUnited Parcel Service IncStock9$1,669<0.1%00.0%不變歷史
PRUPrudential Financial IncStock18$1,671<0.1%+12+200.0%加碼歷史
EWEdwards Lifesciences CorpStock18$1,676<0.1%+12+200.0%加碼歷史
ESNTEssent Group Ltd.COM35$1,677<0.1%+22+169.2%加碼歷史
AIGAmerican International Group, Inc.Stock29$1,708<0.1%+9+45.0%加碼歷史
NOWServiceNow, Inc.Stock3$1,733<0.1%+1+50.0%加碼歷史
HOODRobinhood Markets, Inc.Stock140$1,743<0.1%00.0%不變歷史
STWDStarwood Property Trust, Inc.COM86$1,777<0.1%+57+196.6%加碼歷史

2023 年第 1 季之後清倉（99 檔）

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

25 LLC 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
Vanguard Total Bond Market ETF921937835ETF831$6.10 萬<0.1%–
First Trust Dow Jones Internet Index Fund33733E302ETF135$1.91 萬<0.1%–
TFCTruist Financial CorpCOM519$1.49 萬<0.1%歷史
First Tr Exchange-Traded FD33734H106SHS304$1.23 萬<0.1%–
MRKMerck & Co., Inc.Stock16$1,895<0.1%歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF40$1,373<0.1%–
MSMorgan StanleyStock12$1,014<0.1%歷史
INTCIntel CorpStock32$985<0.1%歷史
BMYBristol Myers Squibb CoStock14$958<0.1%歷史
GSGoldman Sachs Group IncStock2$654<0.1%歷史
CBChubb LtdStock3$599<0.1%歷史
SYKStryker CorpStock2$577<0.1%歷史
AMGAffiliated Managers Group, Inc.Stock4$568<0.1%歷史
ROKRockwell Automation, IncStock2$563<0.1%歷史
BYDBoyd Gaming CorpCOM8$563<0.1%歷史
CNRCore Natural Resources, Inc.COM9$563<0.1%歷史
HCAHCA Healthcare, Inc.COM2$556<0.1%歷史
MTXMinerals Technologies IncCOM9$555<0.1%歷史
HZNPHorizon Therapeutics Public Ltd CoSHS5$555<0.1%歷史
CRBGCorebridge Financial, Inc.COM33$553<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock4$550<0.1%歷史
TRVTravelers Companies, Inc.Stock3$548<0.1%歷史
AFLAflac IncStock8$542<0.1%歷史
PCGPG&E CorpStock31$540<0.1%歷史
EHABEnhabit, Inc.COM40$540<0.1%歷史
WGOWinnebago Industries IncCOM9$534<0.1%歷史
MKCMcCormick & Co IncStock6$530<0.1%歷史
SPOKSpok Holdings, IncCOM41$528<0.1%歷史
EGRXEagle Pharmaceuticals, Inc.COM18$526<0.1%歷史
FAFFirst American Financial CorpStock9$525<0.1%歷史
BF.ABrown Forman CorpCL A8$524<0.1%歷史
IVZInvesco Ltd.Stock32$522<0.1%歷史
DRSLeonardo DRS, Inc.Stock33$521<0.1%歷史
BHFBrighthouse Financial, Inc.COM12$521<0.1%歷史
WCCWesco International IncCOM4$520<0.1%歷史
Advanced Energy Inds007970031COM6$519<0.1%–
KNXKnight-Swift Transportation Holdings Inc.CL A9$516<0.1%歷史
FNFFidelity National Financial, Inc.COM SHS15$515<0.1%歷史
CNPCenterpoint Energy IncCOM17$515<0.1%歷史
VACMarriott Vacations Worldwide CorpCOM4$515<0.1%歷史
EIXEdison InternationalStock7$514<0.1%歷史
EXCExelon CorpStock12$514<0.1%歷史
UNFIUnited Natural Foods IncCOM19$511<0.1%歷史
PCARPaccar IncCOM7$510<0.1%歷史
ARCHArch Resources, Inc.CL A4$509<0.1%歷史
AMAntero Midstream CorpStock49$508<0.1%歷史
SNDRSchneider National, Inc.CL B19$504<0.1%歷史
ABNBAirbnb, Inc.Stock4$503<0.1%歷史
ITTItt Inc.COM6$503<0.1%歷史
OMFOneMain Holdings, Inc.COM14$501<0.1%歷史
VPGVishay Precision Group, Inc.COM13$501<0.1%歷史
EGANEGAIN CorpCOM NEW68$501<0.1%歷史
PFGPrincipal Financial Group IncCOM7$500<0.1%歷史
AXSAxis Capital Holdings LtdSHS9$496<0.1%歷史
PFGCPerformance Food Group CoCOM8$490<0.1%歷史
ALSumisho Air Lease CorpCL A13$489<0.1%歷史
BXBlackstone Inc.COM6$488<0.1%歷史
GOROGoldgroup Mining Inc.COM510$485<0.1%歷史
METMetlife IncStock9$484<0.1%歷史
CENXCentury Aluminum CoCOM57$483<0.1%歷史
LNWOLight & Wonder, Inc.COM8$474<0.1%歷史
EGLEEagle Bulk Shipping Inc.COM11$474<0.1%歷史
EQHEquitable Holdings, Inc.COM20$472<0.1%歷史
HURCHurco Companies IncCOM22$472<0.1%歷史
TJXTJX Companies IncStock6$471<0.1%歷史
JJacobs Solutions Inc.COM4$470<0.1%歷史
UPLDUpland Software, Inc.COM137$469<0.1%歷史
NWNNorthwest Natural Holding CoCOM10$468<0.1%歷史
HGVHilton Grand Vacations Inc.COM11$467<0.1%歷史
DLTRDollar Tree, Inc.COM3$467<0.1%歷史
BTUPeabody Energy CorpCOM20$462<0.1%歷史
CTSCTS CorpCOM11$460<0.1%歷史
GTNGray Media, IncCOM63$460<0.1%歷史
DVNDevon Energy CorpStock9$459<0.1%歷史
IPARInterparfums IncCOM3$459<0.1%歷史
ADTNADTRAN Holdings, Inc.COM53$457<0.1%歷史
INSWInternational Seaways, Inc.COM12$452<0.1%歷史
CGCarlyle Group Inc.COM17$445<0.1%歷史
NCNacco Industries IncCL A14$444<0.1%歷史
GPIGroup 1 Automotive IncCOM2$442<0.1%歷史
VRSNVerisign IncCOM2$440<0.1%歷史
TGTredegar CorpCOM55$440<0.1%歷史
GNEGenie Energy Ltd.CL B31$438<0.1%歷史
MZTIMarzetti CoCOM2$437<0.1%歷史
AVNWAviat Networks, Inc.COM NEW16$435<0.1%歷史
PTVEPactiv Evergreen Inc.COM61$435<0.1%歷史
TRTootsie Roll Industries IncCOM11$430<0.1%歷史
CALXCalix, IncCOM10$427<0.1%歷史
NUENucor CorpCOM3$425<0.1%歷史
SGENSeagen Inc.COM2$397<0.1%歷史
Paramount Global92556H107CL A20$393<0.1%–
ADArray Digital Infrastructure, Inc.COM24$391<0.1%歷史
HIIHuntington Ingalls Industries, Inc.COM2$389<0.1%歷史
EGEverest Group, Ltd.COM1$384<0.1%歷史
WSTWest Pharmaceutical Services IncCOM1$368<0.1%歷史
LINLinde PLCStock1$366<0.1%歷史
TDSTelephone & Data Systems IncCOM NEW49$366<0.1%歷史
ENPHEnphase Energy, Inc.Stock2$327<0.1%歷史
Vanguard Total International Bond ETF92203J407ETF1$26<0.1%–