Stephens Inc
- SEC CIK
- 0000757657
- 最新申報
- 2026/7/29
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 1,305
- 2020 年第 4 季沒有 13F 資料
- 總值
- $60.9 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 939,694 | $1.94 億 | 3.2% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,072,996 | $1.79 億 | 2.9% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 2,636,154 | $1.44 億 | 2.4% | – | – | – |
| AAPLApple Inc. | Stock | 953,994 | $1.17 億 | 1.9% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 766,204 | $1.16 億 | 1.9% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 937,918 | $1.03 億 | 1.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 406,314 | $9,875 萬 | 1.6% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,088,035 | $8,976 萬 | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 373,648 | $8,810 萬 | 1.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 212,967 | $8,441 萬 | 1.4% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,402,307 | $7,117 萬 | 1.2% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 627,984 | $6,409 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 20,302 | $6,282 萬 | 1.0% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 1,189,773 | $6,271 萬 | 1.0% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 362,271 | $4,921 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 156,581 | $4,612 萬 | 0.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 294,135 | $4,478 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 264,807 | $4,386 萬 | 0.7% | – | – | – |
| CVXChevron Corp | Stock | 399,238 | $4,184 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 19,536 | $4,041 萬 | 0.7% | – | – | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 1,279,838 | $3,904 萬 | 0.6% | – | – | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 1,465,357 | $3,788 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 144,648 | $3,718 萬 | 0.6% | – | – | – |
| BACBank of America Corp | Stock | 944,797 | $3,655 萬 | 0.6% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 429,004 | $3,635 萬 | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 217,866 | $3,581 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 149,505 | $3,547 萬 | 0.6% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 117,013 | $3,519 萬 | 0.6% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 2,161,213 | $3,514 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 579,582 | $3,370 萬 | 0.6% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 356,710 | $3,277 萬 | 0.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 581,132 | $3,245 萬 | 0.5% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 438,079 | $3,239 萬 | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 1,046,388 | $3,167 萬 | 0.5% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 343,816 | $3,051 萬 | 0.5% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 392,093 | $3,023 萬 | 0.5% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 156,146 | $2,970 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 186,189 | $2,969 萬 | 0.5% | – | – | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 546,330 | $2,915 萬 | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 79,652 | $2,902 萬 | 0.5% | – | – | – |
| VVisa Inc. | Stock | 136,246 | $2,885 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 263,134 | $2,848 萬 | 0.5% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 429,775 | $2,798 萬 | 0.5% | – | – | – |
| ABTAbbott Laboratories | Stock | 232,628 | $2,788 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288869 | MICRO-CAP ETF | 187,814 | $2,760 萬 | 0.5% | – | – | – |
| LUNGPulmonx Corp | COM | 603,182 | $2,759 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 73,898 | $2,750 萬 | 0.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 85,299 | $2,722 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 122,359 | $2,708 萬 | 0.4% | – | – | – |
| ADBEAdobe Inc. | Stock | 56,927 | $2,706 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 550,161 | $2,702 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 124,773 | $2,671 萬 | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 143,971 | $2,657 萬 | 0.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 401,318 | $2,568 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,399 | $2,557 萬 | 0.4% | – | – | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 1,838,285 | $2,531 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 655,154 | $2,516 萬 | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 479,799 | $2,481 萬 | 0.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 114,025 | $2,416 萬 | 0.4% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 322,966 | $2,407 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 78,536 | $2,397 萬 | 0.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 161,979 | $2,382 萬 | 0.4% | – | – | – |
| MAMastercard Inc | Stock | 66,427 | $2,365 萬 | 0.4% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 199,783 | $2,360 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 178,462 | $2,346 萬 | 0.4% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 433,221 | $2,311 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 89,531 | $2,287 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 375,485 | $2,278 萬 | 0.4% | – | – | – |
| MMM3M Co | Stock | 112,458 | $2,167 萬 | 0.4% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 126,789 | $2,155 萬 | 0.4% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 165,996 | $2,142 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 156,669 | $2,122 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 579,300 | $2,099 萬 | 0.3% | – | – | 歷史 |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 655,218 | $2,094 萬 | 0.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 61,861 | $2,043 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 90,059 | $2,016 萬 | 0.3% | – | – | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 221,380 | $1,986 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 71,050 | $1,951 萬 | 0.3% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 51,561 | $1,950 萬 | 0.3% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 79,905 | $1,940 萬 | 0.3% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 68,078 | $1,934 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 85,425 | $1,915 萬 | 0.3% | – | – | 歷史 |
| KRUSKura Sushi USA, Inc. | CL A COM | 596,867 | $1,889 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 312,547 | $1,851 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 76,194 | $1,767 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 124,698 | $1,764 萬 | 0.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 63,388 | $1,751 萬 | 0.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 318,091 | $1,721 萬 | 0.3% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 913,317 | $1,709 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 119,246 | $1,689 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 289,007 | $1,681 萬 | 0.3% | – | – | – |
| ZTSZoetis Inc. | Stock | 106,220 | $1,673 萬 | 0.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 213,877 | $1,653 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 150,842 | $1,648 萬 | 0.3% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 279,189 | $1,628 萬 | 0.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 35,108 | $1,628 萬 | 0.3% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 312,795 | $1,588 萬 | 0.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 140,183 | $1,521 萬 | 0.2% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 159,771 | $1,486 萬 | 0.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 282,821 | $1,472 萬 | 0.2% | – | – | – |