Sheets Smith Wealth Management
- SEC CIK
- 0001157436
- 最新申報
- 2026/7/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/23 申報。只含多頭部位。
- 持股檔數
- 330
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.80 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 |
|---|---|---|---|---|---|---|---|
| ZENZendesk, Inc. | COM | 3,242 | $43.0 萬 | 0.1% | – | – | 歷史 |
| FIVEFive Below, Inc | COM | 2,257 | $43.1 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,411 | $43.4 萬 | 0.1% | – | – | – |
| RTXRTX Corp | Stock | 5,616 | $43.4 萬 | 0.1% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,007 | $43.5 萬 | 0.1% | – | – | – |
| AMBAAmbarella Inc | SHS | 4,345 | $43.6 萬 | 0.1% | – | – | 歷史 |
| HURCHurco Companies Inc | COM | 12,371 | $43.7 萬 | 0.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 26,314 | $43.8 萬 | 0.1% | – | – | 歷史 |
| USA Technologies Inc90328S500 | COM | 37,431 | $43.9 萬 | 0.1% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 4,348 | $44.3 萬 | 0.1% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 6,817 | $44.4 萬 | 0.1% | – | – | 歷史 |
| ISBCInvestors Bancorp, Inc. | COM | 30,442 | $44.7 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,397 | $44.8 萬 | 0.1% | – | – | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 2,803 | $45.5 萬 | 0.1% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 5,120 | $45.6 萬 | 0.1% | – | – | 歷史 |
| CVCOCavco Industries, Inc. | COM | 2,020 | $45.6 萬 | 0.1% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,934 | $46.2 萬 | 0.1% | – | – | 歷史 |
| LADLithia Motors Inc | COM | 1,212 | $47.3 萬 | 0.1% | – | – | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 13,151 | $47.8 萬 | 0.1% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 14,809 | $48.1 萬 | 0.1% | – | – | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 5,536 | $49.1 萬 | 0.1% | – | – | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 5,863 | $49.4 萬 | 0.1% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 3,800 | $49.8 萬 | 0.1% | – | – | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 8,203 | $50.0 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,712 | $50.2 萬 | 0.1% | – | – | 歷史 |
| DORMDorman Products, Inc. | COM | 4,914 | $50.4 萬 | 0.1% | – | – | 歷史 |
| LASRNlight, Inc. | COM | 15,644 | $50.7 萬 | 0.1% | – | – | 歷史 |
| IBRXImmunityBio, Inc. | COM | 21,650 | $51.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 3,700 | $51.9 萬 | 0.1% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,600 | $52.8 萬 | 0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 13,648 | $53.3 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 8,367 | $53.5 萬 | 0.1% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 381 | $53.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,348 | $53.8 萬 | 0.1% | – | – | – |
| VIRTVirtu Financial, Inc. | CL A | 17,342 | $53.8 萬 | 0.1% | – | – | 歷史 |
| ADUSAddus HomeCare Corp | COM | 5,189 | $54.3 萬 | 0.1% | – | – | 歷史 |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 30,000 | $54.3 萬 | 0.1% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 9,121 | $54.7 萬 | 0.1% | – | – | – |
| ECPGEncore Capital Group Inc | COM | 13,678 | $55.0 萬 | 0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 7,395 | $55.1 萬 | 0.1% | – | – | 歷史 |
| ENSGEnsign Group, Inc | COM | 5,927 | $55.6 萬 | 0.1% | – | – | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 11,828 | $55.7 萬 | 0.1% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 24,915 | $56.6 萬 | 0.1% | – | – | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 10,084 | $56.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 5,983 | $56.9 萬 | 0.1% | – | – | – |
| RGSRegis Corp | COM | 47,145 | $59.2 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 39,560 | $59.3 萬 | 0.1% | – | – | – |
| MSCIMSCI Inc. | Stock | 1,432 | $60.0 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,822 | $60.5 萬 | 0.1% | – | – | 歷史 |
| UBSIUnited Bankshares Inc | COM | 15,718 | $60.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,416 | $60.9 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 15,789 | $61.1 萬 | 0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 14,012 | $61.3 萬 | 0.1% | – | – | – |
| MEDPMedpace Holdings, Inc. | COM | 3,797 | $62.3 萬 | 0.1% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 38,351 | $62.4 萬 | 0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,341 | $62.9 萬 | 0.1% | – | – | 歷史 |
| QRVOQorvo, Inc. | Stock | 3,451 | $63.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,135 | $65.5 萬 | 0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 11,420 | $66.8 萬 | 0.1% | – | – | 歷史 |
| NTICNorthern Technologies International Corp | COM | 44,123 | $67.1 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,367 | $71.3 萬 | 0.1% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 22,617 | $71.9 萬 | 0.1% | – | – | – |
| iShares Tr464288737 | GLB CNSM STP ETF | 12,388 | $72.0 萬 | 0.1% | – | – | – |
| LHLabcorp Holdings Inc. | COM NEW | 2,825 | $72.0 萬 | 0.1% | – | – | 歷史 |
| SFSTSouthern First Bancshares Inc | COM | 15,370 | $72.1 萬 | 0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 3,008 | $73.3 萬 | 0.1% | – | – | 歷史 |
| DYDycom Industries Inc | COM | 7,894 | $73.3 萬 | 0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 4,366 | $74.9 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 14,312 | $74.9 萬 | 0.1% | – | – | – |
| ASMLASML Holding NV | ADR | 1,220 | $75.3 萬 | 0.1% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 2,315 | $75.4 萬 | 0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,616 | $75.5 萬 | 0.1% | – | – | 歷史 |
| TPRTapestry, Inc. | COM | 18,511 | $76.3 萬 | 0.1% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 5,509 | $77.6 萬 | 0.1% | – | – | 歷史 |
| NEOGNeogen Corp | COM | 9,111 | $81.0 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 6,010 | $81.4 萬 | 0.1% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 10,350 | $81.6 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 6,023 | $81.8 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 7,850 | $82.3 萬 | 0.1% | – | – | 歷史 |
| SAIASaia Inc | COM | 3,689 | $85.1 萬 | 0.1% | – | – | 歷史 |
| MANTMantech International Corp | CL A | 10,054 | $87.4 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,832 | $89.4 萬 | 0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 9,004 | $89.7 萬 | 0.1% | – | – | – |
| DEDeere & Co | Stock | 2,486 | $93.0 萬 | 0.1% | – | – | 歷史 |
| Osi ETF Tr67110P100 | OSHARES US SMLCP | 27,583 | $94.2 萬 | 0.1% | – | – | – |
| MYRGMyr Group Inc. | COM | 13,645 | $97.8 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,433 | $99.4 萬 | 0.1% | – | – | 歷史 |
| GTLSChart Industries Inc | COM | 7,039 | $100.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287861 | EUROPE ETF | 20,000 | $100.5 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,014 | $102.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,969 | $102.7 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 34,392 | $104.1 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 29,658 | $104.9 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 520 | $107.3 萬 | 0.2% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 18,493 | $107.9 萬 | 0.2% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 4,789 | $108.6 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 10,863 | $109.1 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,053 | $109.6 萬 | 0.2% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 15,232 | $115.7 萬 | 0.2% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 12,592 | $116.1 萬 | 0.2% | – | – | 歷史 |