Appleton Partners Inc
- SEC CIK
- 0001055290
- 最新申報
- 2026/7/21
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/19 申報。只含多頭部位。
- 持股檔數
- 279
- 2020 年第 4 季沒有 13F 資料
- 總值
- $10.8 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 513,900 | $6,277 萬 | 5.8% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 478,226 | $3,784 萬 | 3.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 9,950 | $3,079 萬 | 2.9% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 568,175 | $2,884 萬 | 2.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 121,542 | $2,866 萬 | 2.7% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 293,822 | $2,822 萬 | 2.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 86,412 | $2,638 萬 | 2.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 122,943 | $2,603 萬 | 2.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 162,129 | $2,468 萬 | 2.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 51,426 | $2,347 萬 | 2.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,794 | $1,612 萬 | 1.5% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 99,473 | $1,567 萬 | 1.5% | – | – | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 505,338 | $1,548 萬 | 1.4% | – | – | – |
| AMTAmerican Tower Corp | REIT | 63,499 | $1,518 萬 | 1.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 375,656 | $1,453 萬 | 1.4% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 439,451 | $1,452 萬 | 1.3% | – | – | – |
| INTUIntuit Inc. | Stock | 37,411 | $1,433 萬 | 1.3% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 376,078 | $1,415 萬 | 1.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,871 | $1,382 萬 | 1.3% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 28,882 | $1,373 萬 | 1.3% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 119,642 | $1,336 萬 | 1.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 72,032 | $1,329 萬 | 1.2% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 16,760 | $1,237 萬 | 1.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 50,860 | $1,235 萬 | 1.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 32,440 | $1,207 萬 | 1.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 82,486 | $1,167 萬 | 1.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 31,043 | $1,147 萬 | 1.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 64,702 | $1,063 萬 | 1.0% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 78,441 | $1,062 萬 | 1.0% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 29,166 | $1,028 萬 | 1.0% | – | – | 歷史 |
| SIVBSVB Financial Group | COM | 20,301 | $1,002 萬 | 0.9% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 80,246 | $947.9 萬 | 0.9% | – | – | 歷史 |
| XYLXylem Inc. | COM | 83,590 | $879.2 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 55,003 | $828.1 萬 | 0.8% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,982 | $821.2 萬 | 0.8% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 27,971 | $813.5 萬 | 0.8% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 79,540 | $792.8 萬 | 0.7% | – | – | – |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 174,620 | $777.1 萬 | 0.7% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 18,716 | $754.9 萬 | 0.7% | – | – | 歷史 |
| ACNAccenture plc | Stock | 27,183 | $750.9 萬 | 0.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 15,719 | $728.8 萬 | 0.7% | – | – | 歷史 |
| SPDR Index Shs FDS78463X426 | MSCI EMRG MKTS | 105,538 | $718.6 萬 | 0.7% | – | – | – |
| DHIHorton D R Inc | COM | 77,509 | $690.8 萬 | 0.6% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 79,974 | $662.1 萬 | 0.6% | – | – | – |
| COLDAmericold Realty Trust | COM | 171,795 | $660.9 萬 | 0.6% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 99,195 | $656.2 萬 | 0.6% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 25,994 | $646.8 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 28,842 | $637.2 萬 | 0.6% | – | – | – |
| RTXRTX Corp | Stock | 81,712 | $631.4 萬 | 0.6% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 53,029 | $631.3 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 105,498 | $613.5 萬 | 0.6% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 91,252 | $587.3 萬 | 0.5% | – | – | – |
| RSGRepublic Services, Inc. | COM | 57,016 | $566.5 萬 | 0.5% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 10,822 | $564.5 萬 | 0.5% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 129,624 | $548.4 萬 | 0.5% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 16,785 | $540.6 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 144,637 | $524.3 萬 | 0.5% | – | – | – |
| EQIXEquinix Inc | COM | 7,566 | $514.2 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 170,596 | $505.8 萬 | 0.5% | – | – | – |
| SYKStryker Corp | Stock | 20,762 | $505.7 萬 | 0.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 22,452 | $503.2 萬 | 0.5% | – | – | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 90,012 | $494.2 萬 | 0.5% | – | – | – |
| ATVIActivision Blizzard, Inc. | COM | 52,085 | $484.4 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 86,731 | $475.8 萬 | 0.4% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 39,497 | $467.2 萬 | 0.4% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 34,451 | $466.4 萬 | 0.4% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 27,169 | $458.5 萬 | 0.4% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 14,014 | $458.3 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 238,826 | $450.9 萬 | 0.4% | – | – | – |
| DHRDanaher Corp | Stock | 19,844 | $446.6 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 41,071 | $444.5 萬 | 0.4% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 20,111 | $430.5 萬 | 0.4% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 46,405 | $422.7 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 139,234 | $421.5 萬 | 0.4% | – | – | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 8,439 | $409.4 萬 | 0.4% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 78,635 | $401.4 萬 | 0.4% | – | – | – |
| MSMorgan Stanley | Stock | 50,731 | $394.0 萬 | 0.4% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 46,626 | $390.0 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,630 | $372.0 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 67,159 | $347.3 萬 | 0.3% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 17,453 | $337.1 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 12,782 | $326.5 萬 | 0.3% | – | – | 歷史 |
| VRSNVerisign Inc | COM | 16,231 | $322.6 萬 | 0.3% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 18,582 | $319.9 萬 | 0.3% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 25,283 | $316.8 萬 | 0.3% | – | – | 歷史 |
| CMECME Group Inc. | COM | 15,347 | $313.4 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 40,221 | $310.1 萬 | 0.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 62,541 | $306.8 萬 | 0.3% | – | – | – |
| SMGScotts Miracle-Gro Co | Stock | 12,138 | $297.3 萬 | 0.3% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 18,669 | $285.8 萬 | 0.3% | – | – | 歷史 |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 112,985 | $281.9 萬 | 0.3% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 68,135 | $280.0 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 66,590 | $278.5 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 121,045 | $276.1 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 49,129 | $274.3 萬 | 0.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 14,485 | $273.8 萬 | 0.3% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 32,124 | $270.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,865 | $269.4 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 34,227 | $259.7 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,348 | $251.2 萬 | 0.2% | – | – | – |