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Livermore
Livermore
中文EN

Ransom Advisory, Ltd

SEC CIK
0002065136
最新申報
2026/1/6

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/5/20 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
333
較 2024 年第 4 季 −75
總值
$2.02 億
較 2024 年第 4 季 −$1,513 萬 (−7.0%)
申報日
2025/5/20
SEC
Ransom Advisory, Ltd 在 2025 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
AAPLApple Inc.Stock93,164$2,069 萬10.2%+2,705+3.0%加碼歷史
MSFTMicrosoft CorpStock48,730$1,829 萬9.0%+200+0.4%加碼歷史
GOOGLAlphabet Inc.Stock58,858$910.2 萬4.5%−150−0.3%減碼歷史
NVDANVIDIA CorpStock76,278$826.7 萬4.1%+285+0.4%加碼歷史
JPMJPMorgan Chase & CoStock32,374$794.1 萬3.9%+215+0.7%加碼歷史
BRK.BBerkshire Hathaway IncStock12,309$655.6 萬3.2%−200−1.6%減碼歷史
GOOGAlphabet Inc.Stock31,334$489.5 萬2.4%−525−1.6%減碼歷史
HDHome Depot, Inc.Stock10,507$385.1 萬1.9%+50+0.5%加碼歷史
PGProcter & Gamble CoStock21,581$367.8 萬1.8%00.0%不變歷史
GSGoldman Sachs Group IncStock6,516$356.0 萬1.8%00.0%不變歷史
MCDMcDonalds CorpStock11,154$348.4 萬1.7%−50−0.4%減碼歷史
AMZNAmazon Com IncStock18,148$345.3 萬1.7%+1,430+8.6%加碼歷史
VVisa Inc.Stock9,767$342.3 萬1.7%−10.0%減碼歷史
ETNEaton Corp plcStock12,465$338.8 萬1.7%−150−1.2%減碼歷史
HONHoneywell International IncCOM15,257$323.1 萬1.6%+75+0.5%加碼歷史
PEPPepsiCo IncStock20,871$312.9 萬1.5%+689+3.4%加碼歷史
ABBVAbbVie Inc.Stock13,215$276.9 萬1.4%−200−1.5%減碼歷史
CSCOCisco Systems, Inc.Stock44,234$273.0 萬1.3%−950−2.1%減碼歷史
LOWLowes Companies IncStock11,313$263.9 萬1.3%−148−1.3%減碼歷史
BLKBlackRock, Inc.Stock2,508$237.4 萬1.2%+185+8.0%加碼歷史
TMOThermo Fisher Scientific Inc.Stock4,696$233.7 萬1.2%00.0%不變歷史
RTXRTX CorpStock16,732$221.6 萬1.1%+16,732新進歷史
BACBank of America CorpStock51,949$216.8 萬1.1%+1,300+2.6%加碼歷史
JNJJohnson & JohnsonStock12,197$202.3 萬1.0%−10−0.1%減碼歷史
MAMastercard IncStock3,659$200.6 萬1.0%−25−0.7%減碼歷史
SPYSPDR S&P 500 ETF TrustETF3,539$198.0 萬1.0%−40−1.1%減碼歷史
METMetlife IncStock23,750$190.7 萬0.9%−500−2.1%減碼歷史
PNCPNC Financial Services Group, Inc.Stock10,827$190.3 萬0.9%00.0%不變歷史
NEENextera Energy IncStock26,530$188.1 萬0.9%+440+1.7%加碼歷史
XOMExxonMobil Holdings CorpCOM15,128$179.9 萬0.9%−50−0.3%減碼歷史
CVXChevron CorpStock10,334$172.9 萬0.9%+1,275+14.1%加碼歷史
NKENIKE, Inc.Stock25,297$160.6 萬0.8%−500−1.9%減碼歷史
AXPAmerican Express CoStock5,946$160.0 萬0.8%00.0%不變歷史
EMREmerson Electric CoStock13,948$152.9 萬0.8%00.0%不變歷史
MRKMerck & Co., Inc.Stock16,923$151.9 萬0.8%+2,822+20.0%加碼歷史
WFCWells Fargo & CompanyStock20,786$149.2 萬0.7%+400+2.0%加碼歷史
CVSCVS Health CorpStock21,810$147.8 萬0.7%−488−2.2%減碼歷史
LMTLockheed Martin CorpStock3,088$137.9 萬0.7%+255+9.0%加碼歷史
TTTrane Technologies plcSHS3,893$131.2 萬0.6%−175−4.3%減碼歷史
DUKDuke Energy CORPStock10,512$128.2 萬0.6%+100+1.0%加碼歷史
IBMInternational Business Machines CorpStock4,942$122.9 萬0.6%+107+2.2%加碼歷史
DISWalt Disney CoStock11,917$117.6 萬0.6%+100+0.8%加碼歷史
DEDeere & CoStock2,433$114.2 萬0.6%−25−1.0%減碼歷史
CCitigroup IncStock15,214$108.0 萬0.5%+900+6.3%加碼歷史
ADBEAdobe Inc.Stock2,645$101.4 萬0.5%+1,200+83.0%加碼歷史
LLYEli Lilly & CoStock1,196$98.8 萬0.5%00.0%不變歷史
CFGCitizens Financial Group IncCOM23,850$97.7 萬0.5%+200+0.8%加碼歷史
ROPRoper Technologies IncStock1,600$94.3 萬0.5%00.0%不變歷史
WMTWalmart Inc.Stock10,562$92.7 萬0.5%−100−0.9%減碼歷史
FDXFedEx CorpStock3,750$91.4 萬0.5%00.0%不變歷史
BXBlackstone Inc.COM6,287$87.9 萬0.4%00.0%不變歷史
CBChubb LtdStock2,874$86.8 萬0.4%−50−1.7%減碼歷史
KOCoca Cola CoStock12,023$86.1 萬0.4%−1,100−8.4%減碼歷史
BMYBristol Myers Squibb CoStock13,826$84.3 萬0.4%+700+5.3%加碼歷史
COPConocoPhillipsStock8,014$84.2 萬0.4%+100+1.3%加碼歷史
MMM3M CoStock5,685$83.5 萬0.4%+10.0%加碼歷史
PANWPalo Alto Networks IncStock4,650$79.3 萬0.4%00.0%不變歷史
Putnam Ma Tax Exempt Income A74683H309NTF BOND FUNDS89,537$79.3 萬0.4%+89,537新進–
RACEFerrari N.V.COM1,825$78.1 萬0.4%00.0%不變歷史
ABTAbbott LaboratoriesStock5,844$77.5 萬0.4%−148−2.5%減碼歷史
VZVerizon Communications IncStock16,338$74.1 萬0.4%−500−3.0%減碼歷史
ORCLOracle CorpStock5,021$70.2 萬0.3%+470+10.3%加碼歷史
EVREvercore Inc.CLASS A3,450$68.9 萬0.3%00.0%不變歷史
WECWec Energy Group, Inc.Stock6,250$68.1 萬0.3%00.0%不變歷史
ADPAutomatic Data Processing IncStock2,046$62.5 萬0.3%−9−0.4%減碼歷史
FCXFreeport-McMoran IncStock15,900$60.2 萬0.3%+500+3.2%加碼歷史
AMGNAmgen IncStock1,863$58.0 萬0.3%−200−9.7%減碼歷史
BABoeing CoStock3,400$58.0 萬0.3%−150−4.2%減碼歷史
METAMeta Platforms, Inc.Stock1,004$57.9 萬0.3%00.0%不變歷史
BNYBank of New York Mellon CorpStock6,692$56.1 萬0.3%00.0%不變歷史
DHRDanaher CorpStock2,617$53.6 萬0.3%+650+33.0%加碼歷史
PFEPfizer IncStock21,133$53.6 萬0.3%−144−0.7%減碼歷史
TFCTruist Financial CorpCOM12,800$52.7 萬0.3%+70+0.5%加碼歷史
ELVElevance Health, Inc.Stock1,200$52.2 萬0.3%00.0%不變歷史
SHWSherwin Williams CoCOM1,475$51.5 萬0.3%00.0%不變歷史
EDConsolidated Edison IncStock4,600$50.9 萬0.3%+100+2.2%加碼歷史
AKAMAkamai Technologies IncCOM6,300$50.7 萬0.3%−300−4.5%減碼歷史
GISGeneral Mills IncStock8,464$50.6 萬0.3%00.0%不變歷史
ULUnilever PLCSPON ADR NEW8,333$49.6 萬0.2%−200−2.3%減碼歷史
AMPAmeriprise Financial IncCOM1,020$49.4 萬0.2%00.0%不變歷史
UNHUnitedHealth Group IncStock895$46.9 萬0.2%+290+47.9%加碼歷史
PSXPhillips 66Stock3,725$46.0 萬0.2%00.0%不變歷史
MTBM&T Bank CorpCOM2,563$45.8 萬0.2%00.0%不變歷史
LULUlululemon athletica inc.Stock1,615$45.7 萬0.2%00.0%不變歷史
WATWaters CorpCOM1,200$44.2 萬0.2%+50+4.3%加碼歷史
CATCaterpillar IncStock1,295$42.7 萬0.2%−100−7.2%減碼歷史
PEGPublic Service Enterprise Group IncCOM4,900$40.3 萬0.2%00.0%不變歷史
CSXCSX CorpStock13,700$40.3 萬0.2%00.0%不變歷史
CARRCarrier Global CorpStock6,304$40.0 萬0.2%+50+0.8%加碼歷史
MDLZMondelez International, Inc.Stock5,806$39.4 萬0.2%−350−5.7%減碼歷史
CMICummins IncStock1,185$37.1 萬0.2%00.0%不變歷史
HIGHartford Insurance Group, Inc.Stock3,000$37.1 萬0.2%00.0%不變歷史
CRMSalesforce, Inc.Stock1,368$36.7 萬0.2%−200−12.8%減碼歷史
SBUXStarbucks CorpStock3,500$34.3 萬0.2%−250−6.7%減碼歷史
CMGChipotle Mexican Grill IncCOM6,550$32.9 萬0.2%00.0%不變歷史
HIIHuntington Ingalls Industries, Inc.COM1,600$32.6 萬0.2%+50+3.2%加碼歷史
KMBKimberly Clark CorpStock2,280$32.4 萬0.2%−100−4.2%減碼歷史
MUMicron Technology IncStock3,550$30.8 萬0.2%00.0%不變歷史
DGXQuest Diagnostics IncCOM1,700$28.8 萬0.1%00.0%不變歷史
AMDAdvanced Micro Devices IncStock2,790$28.7 萬0.1%−100−3.5%減碼歷史

2024 年第 4 季之後清倉（93 檔）

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

Ransom Advisory, Ltd 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
State Street Utilities Select Sector SPDR ETF81369Y886ETF19,037$144.1 萬0.7%–
iShares Tr464288414NATIONAL MUN ETF7,384$78.7 萬0.4%–
Schwab US Dividend Equity ETF808524797ETF27,067$73.9 萬0.3%–
SPDR Series Trust78464A763ST STR SP DIV4,170$55.1 萬0.3%–
Vanguard Dividend Appreciation ETF921908844ETF2,365$46.3 萬0.2%–
iShares Tr4642874407-10 YR TRSY BD4,952$45.8 萬0.2%–
iShares Russell 2000 ETF464287655ETF2,000$44.2 萬0.2%–
Vanguard S&P 500 ETF922908363ETF735$39.6 萬0.2%–
State Street Energy Select Sector SPDR ETF81369Y506ETF4,280$36.7 萬0.2%–
Schwab Intermediate-Term US Treasury ETF808524854ETF11,000$26.7 萬0.1%–
SHELShell plcADR4,261$26.7 萬0.1%歷史
Vanguard Morningstar Growth ETF922908736ETF615$25.2 萬0.1%–
GILDGilead Sciences, Inc.Stock2,572$23.8 萬0.1%歷史
iShares Tr4642874571 3 YR TREAS BD2,300$18.9 萬0.1%–
RLRalph Lauren CorpCL A750$17.3 萬0.1%歷史
iShares Tr464287721U.S. TECH ETF1,000$16.0 萬0.1%–
iShares Core S&P Mid-Cap ETF464287507ETF2,340$14.6 萬0.1%–
iShares Tr46428743220 YR TR BD ETF1,625$14.2 萬0.1%–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,420$14.0 萬0.1%–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT772$13.5 萬0.1%–
iShares Core S&P Small Cap ETF464287804ETF889$10.2 萬<0.1%–
SPDR Series Trust78464A672ST INTER ETF3,500$9.76 萬<0.1%–
iShares Tr464288687PFD AND INCM SEC3,000$9.43 萬<0.1%–
iShares Core S&P 500 ETF464287200ETF160$9.42 萬<0.1%–
iShares Tr464288588MBS ETF1,000$9.17 萬<0.1%–
Vanguard Information Technology ETF92204A702ETF144$8.95 萬<0.1%–
State Street SPDR S&P Regional Banking ETF78464A698ETF1,450$8.75 萬<0.1%–
iShares Tr464287556ISHARES BIOTECH599$7.92 萬<0.1%–
iShares Core MSCI Emerging Markets ETF46434G103ETF1,467$7.66 萬<0.1%–
iShares Semiconductor ETF464287523ETF300$6.46 萬<0.1%–
iShares Russell Midcap ETF464287499ETF706$6.24 萬<0.1%–
Invesco Exch Traded FD Tr II46138E511PFD ETF5,400$6.23 萬<0.1%–
Invesco Exchange Traded FD T46137V142WATER RES ETF908$5.97 萬<0.1%–
iShares Tr464287762US HLTHCARE ETF1,000$5.83 萬<0.1%–
iShares Tr464289867CORE 60 BALA ETF1,000$5.73 萬<0.1%–
iShares Tips Bond ETF464287176ETF536$5.71 萬<0.1%–
JJacobs Solutions Inc.COM400$5.34 萬<0.1%歷史
MDYSPDR S&P Midcap 400 ETF TrustETF90$5.13 萬<0.1%歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD1,000$5.01 萬<0.1%–
State Street Financial Select Sector SPDR ETF81369Y605ETF1,025$4.95 萬<0.1%–
iShares Tr464287234MSCI EMG MKT ETF1,175$4.91 萬<0.1%–
Vanguard World FD921910733ESG US STK ETF450$4.72 萬<0.1%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF500$3.93 萬<0.1%–
iShares Tr464287861EUROPE ETF750$3.90 萬<0.1%–
HSYHershey CoCOM225$3.81 萬<0.1%歷史
Fidelity Covington Trust316092261PFD SECS I1,750$3.77 萬<0.1%–
Vanguard S&P 500 Value ETF921932703ETF200$3.69 萬<0.1%–
Schwab U.S. Large-Cap ETF808524201ETF1,500$3.48 萬<0.1%–
NFLXNetflix IncStock35$3.12 萬<0.1%歷史
Schwab U.S. Mid-Cap ETF808524508ETF1,050$2.91 萬<0.1%–
iShares Russell 2000 Growth ETF464287648ETF100$2.88 萬<0.1%–
iShares Core S&P US Value ETF464287663ETF300$2.78 萬<0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF200$2.64 萬<0.1%–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF400$2.54 萬<0.1%–
iShares Select Dividend ETF464287168ETF190$2.49 萬<0.1%–
FCTFirst Trust Senior Floating Rate Income Fund IICOM2,350$2.43 萬<0.1%歷史
ACNAccenture plcStock68$2.39 萬<0.1%歷史
iShares Tr464287788U.S. FINLS ETF200$2.21 萬<0.1%–
PSFCohen & Steers Select Preferred & Income Fund, Inc.COM1,000$1.98 萬<0.1%歷史
iShares Tr464287812US CONSM STAPLES300$1.97 萬<0.1%–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM154$1.90 萬<0.1%–
iShares Tr464288570ESG MSCI KLD ETF170$1.87 萬<0.1%–
Vanguard Ftse Emerging Markets ETF922042858ETF414$1.82 萬<0.1%–
iShares Tr464288646ISHS 1-5YR INVS348$1.80 萬<0.1%–
Invesco S&P 500 Quality ETF46137V241ETF266$1.78 萬<0.1%–
iShares Tr464287630RUS 2000 VAL ETF100$1.64 萬<0.1%–
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD500$1.31 萬<0.1%–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF250$1.28 萬<0.1%–
Vanguard Total Bond Market ETF921937835ETF162$1.16 萬<0.1%–
iShares Core Dividend Growth ETF46434V621ETF189$1.16 萬<0.1%–
iShares MSCI Eafe ETF464287465ETF146$1.10 萬<0.1%–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF100$1.10 萬<0.1%–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF300$1.02 萬<0.1%–
FTFFranklin Ltd Duration Income TrustCOM1,500$9,945<0.1%歷史
DNUTKrispy Kreme, Inc.COM1,000$9,930<0.1%歷史
VanEck ETF Trust92189F502LOW CARBN ENERGY100$9,871<0.1%–
Schwab Fundamental U.S. Large Company ETF808524771ETF372$8,809<0.1%–
iShares Russell 1000 Value ETF464287598ETF45$8,331<0.1%–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL105$7,350<0.1%–
EOSEaton Vance Enhanced Equity Income Fund IICOM300$7,185<0.1%歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN180$6,824<0.1%歷史
VanEck ETF Trust92189F411BDC INCOME ETF400$6,652<0.1%–
Schwab U.S. Large-Cap Growth ETF808524300ETF201$5,588<0.1%–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF111$4,986<0.1%–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF50$4,395<0.1%–
WisdomTree Tr97717W570US MIDCAP FUND68$4,251<0.1%–
Fidelity Covington Trust31609A404ENHANCED INTL68$1,872<0.1%–
Occidental Pete Corp WT Exp 080327674599162Stock40$1,102<0.1%–
VECOVeeco Instruments IncCOM20$536<0.1%歷史
Fidelity Covington Trust31609A107ENHANCED LARGE17$518<0.1%–
iShares S&P Mid-Cap 400 Value ETF464287705ETF3$375<0.1%–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF2$182<0.1%–
Fidelity Covington Trust316092717INT VL FCT ETF6$145<0.1%–