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Livermore
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Strive Financial Group ,LLC

SEC CIK
0002090040
最新申報
2026/8/14

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/15 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
720
較 2025 年第 4 季 −9
總值
$1.88 億
較 2025 年第 4 季 −$91.8 萬 (−0.5%)
申報日
2026/5/15
SEC
Strive Financial Group ,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
Vanguard S&P 500 ETF922908363ETF17,951$1,073 萬5.7%+2,656+17.4%加碼–
GOOGAlphabet Inc.Stock37,283$1,070 萬5.7%−294−0.8%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF84,656$766.4 萬4.1%+14,522+20.7%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF25,660$736.9 萬3.9%+1,329+5.5%加碼–
NVDANVIDIA CorpStock33,773$589.0 萬3.1%−80−0.2%減碼歷史
AAPLApple Inc.Stock21,389$542.8 萬2.9%−619−2.8%減碼歷史
MSFTMicrosoft CorpStock12,645$468.1 萬2.5%+23+0.2%加碼歷史
METAMeta Platforms, Inc.Stock7,784$445.4 萬2.4%−175−2.2%減碼歷史
AMZNAmazon Com IncStock21,274$443.1 萬2.4%+1,177+5.9%加碼歷史
GOOGLAlphabet Inc.Stock14,191$408.1 萬2.2%−584−4.0%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF33,816$335.7 萬1.8%+33,816新進–
iShares Core S&P Small Cap ETF464287804ETF22,555$280.4 萬1.5%−90.0%減碼–
Zacks Trust98888G105EARNGS CONSTANT81,406$275.4 萬1.5%+684+0.8%加碼–
WMTWalmart Inc.Stock21,207$263.6 萬1.4%−1,427−6.3%減碼歷史
CASYCaseys General Stores IncCOM3,354$244.1 萬1.3%−295−8.1%減碼歷史
Calamos ETF Tr12811T571AUTOC INCOM ETF95,985$241.3 萬1.3%+36,839+62.3%加碼–
Vanguard Morningstar Value ETF922908744ETF12,261$240.6 萬1.3%+1,061+9.5%加碼–
MNSTMonster Beverage CorpCOM32,919$238.5 萬1.3%−3,271−9.0%減碼歷史
AMGNAmgen IncStock6,423$226.0 萬1.2%−937−12.7%減碼歷史
CORCencora, Inc.Stock7,183$225.6 萬1.2%−622−8.0%減碼歷史
Zacks Trust98888G808FOCUS GROWTH ETF81,697$225.2 萬1.2%+7,170+9.6%加碼–
AZOAutoZone IncCOM664$224.3 萬1.2%−29−4.2%減碼歷史
ICEIntercontinental Exchange, Inc.Stock13,784$216.8 萬1.2%−637−4.4%減碼歷史
COSTCostco Wholesale CorpStock1,990$198.3 萬1.1%−114−5.4%減碼歷史
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 60038,462$194.2 萬1.0%+1,143+3.1%加碼–
PEPPepsiCo IncStock12,108$188.0 萬1.0%−965−7.4%減碼歷史
ROLRollins IncCOM34,910$186.5 萬1.0%−2,376−6.4%減碼歷史
ORCLOracle CorpStock12,628$185.8 萬1.0%−1,743−12.1%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF26,314$183.5 萬1.0%+2,201+9.1%加碼–
ADBEAdobe Inc.Stock7,315$177.8 萬0.9%+72+1.0%加碼歷史
TMOThermo Fisher Scientific Inc.Stock3,543$174.1 萬0.9%−270−7.1%減碼歷史
PGProcter & Gamble CoStock12,013$173.5 萬0.9%−892−6.9%減碼歷史
GLGlobe Life Inc.COM12,244$170.4 萬0.9%−1,867−13.2%減碼歷史
Zacks Trust98888G204SMALL/MID CAP45,293$167.9 萬0.9%+3,948+9.5%加碼–
MTDMettler Toledo International IncCOM1,323$166.9 萬0.9%−84−6.0%減碼歷史
MSCIMSCI Inc.Stock3,048$164.3 萬0.9%−201−6.2%減碼歷史
CHDChurch & Dwight Co IncCOM17,493$163.2 萬0.9%−1,086−5.8%減碼歷史
TSCOTractor Supply CoCOM35,779$162.1 萬0.9%−2,128−5.6%減碼歷史
iShares Tr46436E7180-3 MTH TREASURY15,898$160.0 萬0.9%+15,898新進–
LLYEli Lilly & CoStock1,715$157.8 萬0.8%−99−5.5%減碼歷史
CMCSAComcast CorpStock52,864$151.8 萬0.8%−5,031−8.7%減碼歷史
JKHYJack Henry & Associates IncStock9,568$151.2 萬0.8%−582−5.7%減碼歷史
iShares Core S&P 500 ETF464287200ETF2,050$133.9 萬0.7%+27+1.3%加碼–
INTUIntuit Inc.Stock3,053$132.0 萬0.7%−203−6.2%減碼歷史
CHKPCheck Point Software Technologies LtdORD9,079$129.7 萬0.7%+9,079新進歷史
ADPAutomatic Data Processing IncStock6,343$128.9 萬0.7%−424−6.3%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS23,490$123.5 萬0.7%−80−0.3%減碼–
CPRTCopart IncCOM37,143$123.3 萬0.7%−1,983−5.1%減碼歷史
MKCMcCormick & Co IncStock24,300$122.6 萬0.7%−1,281−5.0%減碼歷史
GPNGlobal Payments IncStock18,079$121.7 萬0.6%+17,753+5,445.7%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD68,697$119.0 萬0.6%+4,177+6.5%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS19,455$113.9 萬0.6%+19,455新進–
iShares Tr464288588MBS ETF11,821$112.2 萬0.6%+907+8.3%加碼–
Vanguard Morningstar Growth ETF922908736ETF2,431$106.2 萬0.6%+172+7.6%加碼–
NVONovo Nordisk A SADR28,354$104.2 萬0.6%−834−2.9%減碼歷史
BSXBoston Scientific CorpStock15,219$95.5 萬0.5%−501−3.2%減碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF11,516$95.3 萬0.5%+334+3.0%加碼–
iShares Russell 1000 Growth ETF464287614ETF2,168$92.4 萬0.5%+484+28.7%加碼–
ABTAbbott LaboratoriesStock8,079$82.9 萬0.4%+3,779+87.9%加碼歷史
NSCNorfolk Southern CorpStock2,858$82.1 萬0.4%+12+0.4%加碼歷史
SPYSPDR S&P 500 ETF TrustETF1,219$79.3 萬0.4%−15−1.2%減碼歷史
AMDAdvanced Micro Devices IncStock3,428$69.7 萬0.4%+914+36.4%加碼歷史
HDHome Depot, Inc.Stock2,048$67.4 萬0.4%+323+18.7%加碼歷史
NEENextera Energy IncStock7,087$65.8 萬0.3%+858+13.8%加碼歷史
SPDR Series Trust78464A805ST STR PR SP15007,770$61.4 萬0.3%−380−4.7%減碼–
HSYHershey CoCOM2,950$61.3 萬0.3%+926+45.8%加碼歷史
Schwab US Dividend Equity ETF808524797ETF19,644$60.3 萬0.3%+1,973+11.2%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,727$58.4 萬0.3%−154−8.2%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF2,470$53.1 萬0.3%−159−6.0%減碼–
DISWalt Disney CoStock5,258$50.7 萬0.3%−20.0%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF14,889$49.1 萬0.3%+2,867+23.8%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,473$44.5 萬0.2%+175+13.5%加碼–
KOCoca Cola CoStock5,810$44.2 萬0.2%−208−3.5%減碼歷史
DCIDonaldson Co IncStock5,195$44.1 萬0.2%+4,550+705.4%加碼歷史
TSLATesla, Inc.Stock1,177$43.8 萬0.2%+6+0.5%加碼歷史
iShares Russell Top 200 Growth ETF464289438ETF1,735$43.2 萬0.2%+20+1.2%加碼–
MOAltria Group, Inc.Stock6,302$41.6 萬0.2%−931−12.9%減碼歷史
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF18,132$40.3 萬0.2%−251−1.4%減碼–
CSCOCisco Systems, Inc.Stock5,143$39.9 萬0.2%+4,401+593.1%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF8,512$39.1 萬0.2%+5,362+170.2%加碼–
DBX ETF Tr233051200XTRACK MSCI EAFE7,756$38.3 萬0.2%+886+12.9%加碼–
VanEck Semiconductor ETF92189F676ETF985$37.8 萬0.2%−2−0.2%減碼–
AVGOBroadcom Inc.Stock1,205$37.3 萬0.2%+87+7.8%加碼歷史
VZVerizon Communications IncStock7,350$36.9 萬0.2%−4−0.1%減碼歷史
VVisa Inc.Stock1,220$36.9 萬0.2%+94+8.3%加碼歷史
Simplify Exchange Traded Fun82889N699MANAGED FUTURES12,199$36.9 萬0.2%+4,808+65.1%加碼–
ZTSZoetis Inc.Stock3,096$36.6 萬0.2%00.0%不變歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF11,949$36.0 萬0.2%+1,714+16.7%加碼–
BAHBooz Allen Hamilton Holding CorpCL A4,349$33.9 萬0.2%00.0%不變歷史
CMECME Group Inc.COM1,142$33.7 萬0.2%+90+8.6%加碼歷史
Invesco QQQ Trust Series I46090E103ETF563$32.5 萬0.2%+237+72.7%加碼–
LRCXLam Research CorpStock1,482$31.7 萬0.2%+16+1.1%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF5,104$31.3 萬0.2%−140−2.7%減碼–
OKEONEOK IncCOM3,346$30.2 萬0.2%+601+21.9%加碼歷史
JPMJPMorgan Chase & CoStock1,012$29.8 萬0.2%+1+0.1%加碼歷史
PLTRPalantir Technologies Inc.Stock1,986$29.1 萬0.2%+170+9.4%加碼歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF4,189$28.7 萬0.2%+384+10.1%加碼–
MDTMedtronic plcStock3,288$28.5 萬0.2%+3,288新進歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF875$28.1 萬0.1%+159+22.2%加碼–
WRBBerkley W R CorpCOM4,168$27.6 萬0.1%+424+11.3%加碼歷史

選擇權（33 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Strive Financial Group ,LLC 在 2026 年第 1 季的選擇權部位
證券類別賣權買權
TSMTaiwan Semiconductor Manufacturing Co LtdADR–$7.20 萬
NVDANVIDIA CorpStock–$6.70 萬
LLYEli Lilly & CoStock–$4.10 萬
DOWDow Inc.Stock–$3.70 萬
VZVerizon Communications IncStock–$3.10 萬
CHRWC. H. Robinson Worldwide, Inc.COM NEW–$3.10 萬
DCIDonaldson Co IncStock–$2.90 萬
KOCoca Cola CoStock–$1.70 萬
MDTMedtronic plcStock$6,000$9,000
CSXCSX CorpStock–$1.10 萬
TSLATesla, Inc.Stock–$9,000
BAHBooz Allen Hamilton Holding CorpCL A–$8,000
PFEPfizer IncStock–$7,000
AREAlexandria Real Estate Equities, Inc.COM–$7,000
PLPlanet Labs PBCCOM CL A–$7,000
BMYBristol Myers Squibb CoStock–$6,000
State Street Utilities Select Sector SPDR ETF81369Y886ETF$2,000$4,000
BIIBBiogen Inc.COM–$5,000
CSCOCisco Systems, Inc.Stock$4,000–
ELSEquity Lifestyle Properties IncCOM–$4,000
iShares Russell 2000 ETF464287655ETF$3,000–
FASTFastenal CoStock–$3,000
ACNAccenture plcStock–$2,000
DISWalt Disney CoStock–$2,000
KTOSKratos Defense & Security Solutions, Inc.COM NEW–$2,000
AMZNAmazon Com IncStock–$1,000
SJMJ M SMUCKER CoStock–$1,000
MSFTMicrosoft CorpStock–$1,000
ZTSZoetis Inc.Stock–$1,000
GOOGAlphabet Inc.Stock–$1,000
MSTRStrategy IncStock$1,000–
USARUSA Rare Earth, Inc.Stock–$1,000
HSYHershey CoCOM–$1,000

2025 年第 4 季之後清倉（127 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 127 檔。

Strive Financial Group ,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
PSAPublic StorageCOM773$20.1 萬0.1%歷史
ORealty Income CorpREIT3,505$19.8 萬0.1%歷史
TTCToro CoCOM2,500$19.7 萬0.1%歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF4,500$18.2 萬0.1%–
EPDEnterprise Products Partners L.P.Stock3,170$10.2 萬0.1%歷史
WYWeyerhaeuser CoCOM NEW1,900$4.50 萬<0.1%歷史
IRMIron Mountain IncCOM526$4.36 萬<0.1%歷史
ZSZscaler, Inc.Stock173$3.89 萬<0.1%歷史
CXDOCrexendo, Inc.COM4,800$3.11 萬<0.1%歷史
LNGCheniere Energy, Inc.COM NEW127$2.47 萬<0.1%歷史
BXPBXP, Inc.COM359$2.42 萬<0.1%歷史
OHIOmega Healthcare Investors IncCOM535$2.37 萬<0.1%歷史
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM1,650$2.37 萬<0.1%歷史
EOSEaton Vance Enhanced Equity Income Fund IICOM991$2.32 萬<0.1%歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK3,616$2.28 萬<0.1%歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM1,500$1.86 萬<0.1%歷史
QTWOQ2 Holdings, Inc.COM245$1.77 萬<0.1%歷史
AMTAmerican Tower CorpREIT95$1.67 萬<0.1%歷史
WELLWelltower Inc.REIT79$1.47 萬<0.1%歷史
SPGSimon Property Group Inc.REIT77$1.43 萬<0.1%歷史
WWayfair Inc.CL A126$1.27 萬<0.1%歷史
PLDPrologis, Inc.REIT91$1.16 萬<0.1%歷史
NPWRNet Power Inc.COM CL A5,000$1.14 萬<0.1%歷史
LDOSLeidos Holdings, Inc.COM53$9,561<0.1%歷史
FSSLFS Specialty Lending FundCOM SH BEN INT664$9,389<0.1%歷史
STWDStarwood Property Trust, Inc.COM472$8,501<0.1%歷史
VanEck Vectors ETF Tr92189H821DIGI TRANS ETF500$8,265<0.1%–
SMCISuper Micro Computer, Inc.Stock215$6,293<0.1%歷史
UPSTUpstart Holdings, Inc.COM134$5,860<0.1%歷史
STLNStarling Oncology, Inc.COM1,584$5,639<0.1%歷史
DLRDigital Realty Trust, Inc.COM35$5,415<0.1%歷史
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF582$4,999<0.1%歷史
APPNAppian CorpCL A130$4,605<0.1%歷史
FRSHFreshworks Inc.Stock365$4,471<0.1%歷史
ASPIASP Isotopes Inc.COM742$3,970<0.1%歷史
XYZBlock, Inc.CL A59$3,840<0.1%歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF265$3,355<0.1%歷史
VKIInvesco Advantage Municipal Income Trust IISH BEN INT348$3,174<0.1%歷史
AIC3.ai, Inc.Stock200$2,696<0.1%歷史
PCFHigh Income Securities FundSHS BEN INT375$2,306<0.1%歷史
RWTRedwood Trust IncCOM415$2,295<0.1%歷史
CANCanaan Inc.SPONSORED ADS2,050$1,414<0.1%歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE18$1,319<0.1%–
PRCTPROCEPT BioRobotics CorpCOM40$1,258<0.1%歷史
CMAComerica IncCOM12$1,043<0.1%歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF18$1,013<0.1%–
DOCSDoximity, Inc.CL A17$753<0.1%歷史
ETREntergy CorpCOM7$647<0.1%歷史
SGSweetgreen, Inc.COM CL A94$635<0.1%歷史
BBYBest Buy Co IncStock9$602<0.1%歷史
RFRegions Financial CorpCOM22$596<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock9$571<0.1%歷史
BBAIBigBear.ai Holdings, Inc.COM100$540<0.1%歷史
NWLNewell Brands Inc.Stock143$532<0.1%歷史
FNFFidelity National Financial, Inc.COM SHS9$491<0.1%歷史
ERIIEnergy Recovery, Inc.COM35$472<0.1%歷史
Listed FD Tr53656F417ROUNDHILL BALL25$472<0.1%–
COINCoinbase Global, Inc.COM CL A2$452<0.1%歷史
PSKYParamount Skydance CorpCOM CL B31$416<0.1%歷史
ADMArcher-Daniels-Midland CoStock7$402<0.1%歷史
HLNHaleon plcADR39$394<0.1%歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF7$344<0.1%–
NJRNew Jersey Resources CorpStock7$323<0.1%歷史
KDKyndryl Holdings, Inc.Stock12$319<0.1%歷史
PAYCPaycom Software, Inc.Stock2$319<0.1%歷史
SONOSonos IncCOM18$316<0.1%歷史
PPLPPL CorpCOM9$315<0.1%歷史
NEMNEWMONT CorpStock3$300<0.1%歷史
SCHWSchwab Charles CorpStock3$300<0.1%歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR9$297<0.1%歷史
TBCHTurtle Beach CorpCOM NEW21$295<0.1%歷史
WHRWhirlpool CorpStock4$289<0.1%歷史
UTZUtz Brands, Inc.COM CL A27$280<0.1%歷史
IPInternational Paper CoCOM7$276<0.1%歷史
CMTLComtech Telecommunications CorpCOM NEW50$264<0.1%歷史
Putnam ETF Trust746729508BDC INCOME ETF8$245<0.1%–
SOLSSolstice Advanced Materials Inc.COM SHS5$243<0.1%歷史
SWXSouthwest Gas Holdings, Inc.COM3$240<0.1%歷史
WOLFWolfspeed, Inc.COMMON STOCK13$226<0.1%歷史
GMEGameStop Corp.Stock11$221<0.1%歷史
NOKNokia CorpSPONSORED ADR34$220<0.1%歷史
TROWPrice T Rowe Group IncStock2$205<0.1%歷史
BKKTBakkt, Inc.COM CL A NEW20$201<0.1%歷史
iShares Inc464286657MSCI BIC ETF4$175<0.1%–
BWXTBWX Technologies, Inc.COM1$173<0.1%歷史
SPDR Series Trust78464A714ST STR SP RETAIL2$171<0.1%–
RBLXRoblox CorpStock2$162<0.1%歷史
ADTADT Inc.COM20$161<0.1%歷史
ARRYArray Technologies, Inc.COM SHS17$157<0.1%歷史
TTDTrade Desk, Inc.Stock4$152<0.1%歷史
ELFe.l.f. Beauty, Inc.COM2$152<0.1%歷史
Amplify ETF Tr032108474ALTRNTV HARV ETF5$149<0.1%–
ARK ETF Tr00214Q302GENOMIC REV ETF5$145<0.1%–
BKHBlack Hills CorpCOM2$139<0.1%歷史
AALAmerican Airlines Group Inc.Stock9$138<0.1%歷史
WVVIWillamette Valley Vineyards IncCOM44$134<0.1%歷史
HUNHuntsman CORPCOM13$130<0.1%歷史
EVOEvotec SESPONSORED ADS41$126<0.1%歷史
EMBCEmbecta Corp.Stock10$119<0.1%歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY1$115<0.1%–