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Livermore
Livermore
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Eq Wealth Advisors, LLC

SEC CIK
0002047572
最新申報
2026/7/24

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/1 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
54
較 2025 年第 4 季 −205
總值
$1.71 億
較 2025 年第 4 季 +$166.0 萬 (+1.0%)
申報日
2026/5/1
SEC
Eq Wealth Advisors, LLC 在 2026 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
PIMCO ETF Tr72201R585MULTISECTOR BD663,936$1,740 萬10.2%+68,065+11.4%加碼–
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR638,390$1,738 萬10.2%+43,972+7.4%加碼–
BRK.BBerkshire Hathaway IncStock27,322$1,309 萬7.7%+1,496+5.8%加碼歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL201,567$1,064 萬6.2%+16,703+9.0%加碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT255,908$1,028 萬6.0%+13,113+5.4%加碼–
Schwab US Tips ETF808524870ETF341,629$909.1 萬5.3%−83,651−19.7%減碼–
Dimensional ETF Trust25434V781INTL SMALL CAP V200,572$791.1 萬4.6%−1,934−1.0%減碼–
Dimensional ETF Trust25434V815US SMALL CAP ETF223,158$781.9 萬4.6%+1,398+0.6%加碼–
Vanguard Total International Bond ETF92203J407ETF158,509$761.6 萬4.5%−19,821−11.1%減碼–
Schwab Fundamental U.S. Large Company ETF808524771ETF228,662$636.8 萬3.7%+16,636+7.8%加碼–
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF187,936$510.2 萬3.0%+6,256+3.4%加碼–
IAUiShares Gold TrustETF51,665$455.5 萬2.7%−8,851−14.6%減碼歷史
Dimensional ETF Trust25434V740EMERGING MKTS VA116,864$418.1 萬2.4%+7,161+6.5%加碼–
Vanguard Mun BD FDS922907712CORE TAX EXEMPT53,147$399.4 萬2.3%+21,956+70.4%加碼–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT116,060$387.3 萬2.3%+13,023+12.6%加碼–
Vanguard Whitehall FDS921946810INTL DVD ETF42,579$376.7 萬2.2%+2,099+5.2%加碼–
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION140,897$363.4 萬2.1%+151+0.1%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT81,194$345.4 萬2.0%+19,007+30.6%加碼–
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF123,931$325.4 萬1.9%+99,492+407.1%加碼–
Vanguard Dividend Appreciation ETF921908844ETF11,412$245.4 萬1.4%+240+2.1%加碼–
Schwab Fundamental U.S. Small Company ETF808524763ETF70,048$227.2 萬1.3%−3,645−4.9%減碼–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF57,364$219.5 萬1.3%−2,506−4.2%減碼–
iShares Tr46429B7470-5 YR TIPS ETF21,190$219.2 萬1.3%−1,758−7.7%減碼–
Invesco Exchange Traded FD T46137V597RAFI US 150045,246$207.5 萬1.2%−344−0.8%減碼–
Schwab Fundamental International Small Equity ETF808524748ETF31,704$147.0 萬0.9%−3,141−9.0%減碼–
MSFTMicrosoft CorpStock3,893$144.1 萬0.8%−149−3.7%減碼歷史
BTCGrayscale Bitcoin Mini Trust ETFETF37,044$111.1 萬0.6%+2,114+6.1%加碼歷史
Capital Group New Geography14021N105SHS31,130$98.3 萬0.6%+2,817+9.9%加碼–
Dimensional U.S. Small Cap ETF25434V500ETF12,167$86.5 萬0.5%+6,295+107.2%加碼–
Schwab Fundamental International Equity ETF808524755ETF16,727$81.8 萬0.5%+100+0.6%加碼–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM36,260$81.0 萬0.5%−586−1.6%減碼–
Capital Grp Fixed Incm ETF T14020Y805MUN HIGH ETF30,812$78.0 萬0.5%+15,329+99.0%加碼–
NMZNuveen Municipal High Income Opportunity FundCOM65,886$68.4 萬0.4%+2,240+3.5%加碼歷史
XOMExxonMobil Holdings CorpCOM3,295$55.9 萬0.3%+4+0.1%加碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF14,469$51.7 萬0.3%−59−0.4%減碼–
MCDMcDonalds CorpStock1,617$50.3 萬0.3%00.0%不變歷史
Dimensional ETF Trust25434V773INTL SMALL CAP E14,516$48.9 萬0.3%+6,950+91.9%加碼–
CSXCSX CorpStock11,211$46.0 萬0.3%00.0%不變歷史
iShares Tips Bond ETF464287176ETF3,895$43.0 萬0.3%−109−2.7%減碼–
Invesco Exchange Traded FD T46137V365S&P500 EQL ENR3,625$39.7 萬0.2%−582−13.8%減碼–
GLDSPDR Gold TrustETF918$39.5 萬0.2%00.0%不變歷史
CVXChevron CorpStock1,908$39.5 萬0.2%00.0%不變歷史
PIMCO Equity Ser72202L371RAFI DYN MULTI9,446$37.6 萬0.2%+10.0%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD4,741$37.6 萬0.2%+20.0%加碼–
AMZNAmazon Com IncStock1,493$31.1 萬0.2%−205−12.1%減碼歷史
AAPLApple Inc.Stock1,130$28.7 萬0.2%−59−5.0%減碼歷史
ABBVAbbVie Inc.Stock1,300$28.3 萬0.2%00.0%不變歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF5,329$25.3 萬0.1%−200−3.6%減碼–
RTXRTX CorpStock1,300$25.1 萬0.1%00.0%不變歷史
LLYEli Lilly & CoStock272$25.0 萬0.1%00.0%不變歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT20,467$24.9 萬0.1%+2,770+15.7%加碼歷史
AMGNAmgen IncStock700$24.6 萬0.1%00.0%不變歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL5,147$23.4 萬0.1%−284−5.2%減碼–
CORCencora, Inc.Stock716$22.5 萬0.1%00.0%不變歷史

2025 年第 4 季之後清倉（205 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 205 檔。

Eq Wealth Advisors, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
ORCLOracle CorpStock1,306$25.5 萬0.2%歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP1,893$18.5 萬0.1%–
PIMCO Equity Ser72202L363RAFI DYN ML US3,189$18.1 萬0.1%–
ABTAbbott LaboratoriesStock1,300$16.3 萬0.1%歷史
MTDRMatador Resources CoCOM3,710$15.7 萬0.1%歷史
ROKRockwell Automation, IncStock393$15.3 萬0.1%歷史
Schwab Strategic Tr8085246985 10YR CORP BD6,408$14.7 萬0.1%–
NVDANVIDIA CorpStock768$14.3 萬0.1%歷史
PFEPfizer IncStock5,401$13.4 萬0.1%歷史
UPSUnited Parcel Service IncStock1,275$12.6 萬0.1%歷史
NOCNorthrop Grumman CorpStock216$12.3 萬0.1%歷史
PEPPepsiCo IncStock834$12.0 萬0.1%歷史
MARMarriott International IncStock377$11.7 萬0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF1,625$11.3 萬0.1%–
GOOGLAlphabet Inc.Stock349$10.9 萬0.1%歷史
Vanguard Morningstar Value ETF922908744ETF560$10.7 萬0.1%–
iShares Tr46435G516ESG AW MSCI EAFE1,125$10.7 萬0.1%–
ETHGrayscale Ethereum Staking Mini ETFSHS NEW3,788$10.6 萬0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND254$10.5 萬0.1%–
NSCNorfolk Southern CorpStock345$9.96 萬0.1%歷史
JNJJohnson & JohnsonStock471$9.75 萬0.1%歷史
GEGeneral Electric CoStock312$9.61 萬0.1%歷史
IBMInternational Business Machines CorpStock324$9.60 萬0.1%歷史
Invesco QQQ Trust Series I46090E103ETF135$8.29 萬<0.1%–
Vanguard Energy ETF92204A306ETF654$8.24 萬<0.1%–
KMBKimberly Clark CorpStock800$8.07 萬<0.1%歷史
Dimensional ETF Trust25434V823US REAL ESTA ETF3,365$7.71 萬<0.1%–
AEEAmeren CorpCOM721$7.20 萬<0.1%歷史
TAT&T Inc.Stock2,880$7.15 萬<0.1%歷史
VanEck ETF Trust92189F106GOLD MINERS ETF817$7.01 萬<0.1%–
iShares Inc46434G863ESG AWR MSCI EM1,581$6.98 萬<0.1%–
AVGOBroadcom Inc.Stock190$6.58 萬<0.1%歷史
Dimensional Emerging Core Equity Market ETF25434V302ETF2,001$6.52 萬<0.1%–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP1,392$6.22 萬<0.1%–
iShares Russell 1000 Value ETF464287598ETF293$6.16 萬<0.1%–
OKEONEOK IncCOM810$5.95 萬<0.1%歷史
iShares Russell Midcap ETF464287499ETF604$5.81 萬<0.1%–
iShares Core S&P 500 ETF464287200ETF81$5.55 萬<0.1%–
GEVGE Vernova Inc.Stock78$5.10 萬<0.1%歷史
Cambria ETF Tr132061706EMRG SHAREHLDR1,269$4.86 萬<0.1%–
NUVNuveen Municipal Value Fund IncCOM5,177$4.69 萬<0.1%歷史
MSTRStrategy IncStock307$4.66 萬<0.1%歷史
LMTLockheed Martin CorpStock96$4.64 萬<0.1%歷史
YUMYum Brands IncStock306$4.63 萬<0.1%歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT227$4.35 萬<0.1%–
iShares Tr464288281JPMORGAN USD EMG441$4.25 萬<0.1%–
WMTWalmart Inc.Stock370$4.12 萬<0.1%歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF373$4.11 萬<0.1%–
MMM3M CoStock250$4.00 萬<0.1%歷史
iShares Core High Dividend ETF46429B663ETF328$3.99 萬<0.1%–
State Street Financial Select Sector SPDR ETF81369Y605ETF709$3.88 萬<0.1%–
Vanguard Consumer Discretionary ETF92204A108ETF98$3.86 萬<0.1%–
iShares Russell 1000 Growth ETF464287614ETF80$3.79 萬<0.1%–
State Street Utilities Select Sector SPDR ETF81369Y886ETF852$3.64 萬<0.1%–
LXPLXP Industrial TrustCOM692$3.43 萬<0.1%歷史
BMYBristol Myers Squibb CoStock600$3.24 萬<0.1%歷史
MPLXMPLX LPCOM UNIT REP LTD594$3.17 萬<0.1%歷史
CSCOCisco Systems, Inc.Stock396$3.05 萬<0.1%歷史
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF1,154$3.04 萬<0.1%–
First Tr Exchange Traded FD33741X102SMID RISNG ETF781$2.99 萬<0.1%–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM504$2.88 萬<0.1%–
VZVerizon Communications IncStock706$2.88 萬<0.1%歷史
INTCIntel CorpStock647$2.39 萬<0.1%歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS348$2.35 萬<0.1%歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF68$2.28 萬<0.1%–
SPDR Series Trust78464A284ST NUVE HIGH ETF892$2.22 萬<0.1%–
AEPAmerican Electric Power Co IncStock191$2.20 萬<0.1%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF138$1.99 萬<0.1%–
iShares Inc464286319EM MKTS DIV ETF636$1.98 萬<0.1%–
Pacer FDS Tr69374H709GLOBL CASH ETF480$1.98 萬<0.1%–
Vanguard Mun BD FDS922907746TAX EXEMPT BD393$1.98 萬<0.1%–
PCHPotlatchdeltic CorpCOM485$1.93 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.Stock669$1.93 萬<0.1%歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF122$1.89 萬<0.1%–
JPMJPMorgan Chase & CoStock57$1.84 萬<0.1%歷史
CTVACorteva, Inc.Stock256$1.72 萬<0.1%歷史
ORNOrion Group Holdings IncCOM1,700$1.69 萬<0.1%歷史
DLXDeluxe CorpCOM732$1.63 萬<0.1%歷史
WFCWells Fargo & CompanyStock170$1.58 萬<0.1%歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF100$1.55 萬<0.1%–
Vanguard Total Bond Market ETF921937835ETF208$1.54 萬<0.1%–
SLBSLB LimitedStock400$1.54 萬<0.1%歷史
PMPhilip Morris International Inc.Stock95$1.52 萬<0.1%歷史
XYZBlock, Inc.CL A230$1.50 萬<0.1%歷史
CMCSAComcast CorpStock482$1.44 萬<0.1%歷史
CARRCarrier Global CorpStock272$1.44 萬<0.1%歷史
FTNTFortinet, Inc.Stock180$1.43 萬<0.1%歷史
iShares Core MSCI Eafe ETF46432F842ETF157$1.40 萬<0.1%–
METAMeta Platforms, Inc.Stock21$1.39 萬<0.1%歷史
TFCTruist Financial CorpCOM265$1.30 萬<0.1%歷史
SPGSimon Property Group Inc.REIT70$1.30 萬<0.1%歷史
MPMP Materials Corp.COM CL A250$1.26 萬<0.1%歷史
STRKStrategy IncSERIES A PERP PF151$1.19 萬<0.1%歷史
MDTMedtronic plcStock123$1.18 萬<0.1%歷史
XELXcel Energy IncStock158$1.17 萬<0.1%歷史
PEGPublic Service Enterprise Group IncCOM144$1.16 萬<0.1%歷史
TJXTJX Companies IncStock72$1.11 萬<0.1%歷史
CICigna GroupStock40$1.10 萬<0.1%歷史
SYFSynchrony FinancialCOM129$1.08 萬<0.1%歷史
AXPAmerican Express CoStock29$1.06 萬<0.1%歷史