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 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 81,713 | $595.9 萬 | 0.9% | – | – | – |
| GISGeneral Mills Inc | Stock | 102,116 | $626.2 萬 | 0.9% | – | – | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 187,998 | $653.7 萬 | 1.0% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 67,820 | $655.9 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 28,679 | $676.2 萬 | 1.0% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 132,094 | $677.8 萬 | 1.0% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 24,167 | $702.9 萬 | 1.0% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 29,141 | $708.2 萬 | 1.0% | – | – | – |
| MCHPMicrochip Technology Inc | Stock | 45,746 | $710.1 萬 | 1.0% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 157,109 | $732.3 萬 | 1.1% | – | – | – |
| PSAPublic Storage | COM | 30,865 | $761.6 萬 | 1.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,043 | $767.3 萬 | 1.1% | – | – | – |
| INTUIntuit Inc. | Stock | 21,195 | $811.9 萬 | 1.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 30,329 | $893.3 萬 | 1.3% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 55,067 | $975.1 萬 | 1.4% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 52,616 | $1,016 萬 | 1.5% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 48,266 | $1,033 萬 | 1.5% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 113,572 | $1,091 萬 | 1.6% | – | – | – |
| CPRTCopart Inc | COM | 103,500 | $1,124 萬 | 1.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 96,607 | $1,180 萬 | 1.7% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 93,797 | $1,247 萬 | 1.8% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 217,543 | $1,265 萬 | 1.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 64,675 | $1,369 萬 | 2.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,695 | $1,453 萬 | 2.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,120 | $1,473 萬 | 2.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 201,119 | $1,659 萬 | 2.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 146,337 | $1,698 萬 | 2.5% | – | – | – |
| KOCoca Cola Co | Stock | 333,166 | $1,756 萬 | 2.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 127,646 | $1,806 萬 | 2.7% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 58,182 | $2,315 萬 | 3.4% | – | – | – |