Destination Wealth Management
- SEC CIK
- 0001278573
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/5 申報。只含多頭部位。
- 持股檔數
- 176
- 2020 年第 4 季沒有 13F 資料
- 總值
- $24.2 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 |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,653,215 | $1.88 億 | 7.8% | – | – | – |
| AAPLApple Inc. | Stock | 859,964 | $1.05 億 | 4.3% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 813,846 | $9,606 萬 | 4.0% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 765,576 | $8,309 萬 | 3.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 159,549 | $6,347 萬 | 2.6% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 597,065 | $6,312 萬 | 2.6% | – | – | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 171,352 | $6,183 萬 | 2.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 1,127,242 | $6,164 萬 | 2.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 868,054 | $5,587 萬 | 2.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 206,243 | $5,301 萬 | 2.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 199,188 | $5,185 萬 | 2.1% | – | – | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 640,113 | $5,093 萬 | 2.1% | – | – | – |
| DISWalt Disney Co | Stock | 252,539 | $4,660 萬 | 1.9% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 21,099 | $4,352 萬 | 1.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 113,211 | $4,031 萬 | 1.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 113,978 | $4,018 萬 | 1.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 169,137 | $3,988 萬 | 1.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 232,618 | $3,823 萬 | 1.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 148,543 | $3,795 萬 | 1.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 178,554 | $3,781 萬 | 1.6% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 707,290 | $3,731 萬 | 1.5% | – | – | – |
| DHRDanaher Corp | Stock | 163,180 | $3,673 萬 | 1.5% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 457,039 | $3,603 萬 | 1.5% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 379,044 | $3,197 萬 | 1.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,268 | $3,177 萬 | 1.3% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 593,096 | $3,012 萬 | 1.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 391,332 | $2,969 萬 | 1.2% | – | – | – |
| FTVFortive Corp | Stock | 410,804 | $2,902 萬 | 1.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 222,154 | $2,662 萬 | 1.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 168,543 | $2,566 萬 | 1.1% | – | – | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 472,768 | $2,425 萬 | 1.0% | – | – | – |
| QCOMQualcomm Inc | Stock | 181,527 | $2,407 萬 | 1.0% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 319,307 | $2,380 萬 | 1.0% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 370,235 | $2,261 萬 | 0.9% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 334,474 | $2,213 萬 | 0.9% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 151,846 | $2,148 萬 | 0.9% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 159,373 | $2,056 萬 | 0.8% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 567,126 | $2,055 萬 | 0.8% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 399,425 | $2,027 萬 | 0.8% | – | – | – |
| CLXClorox Co | Stock | 104,930 | $2,024 萬 | 0.8% | – | – | 歷史 |
| TGTTarget Corp | Stock | 101,360 | $2,008 萬 | 0.8% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 87,064 | $1,952 萬 | 0.8% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 120,986 | $1,905 萬 | 0.8% | – | – | 歷史 |
| SYKStryker Corp | Stock | 77,094 | $1,878 萬 | 0.8% | – | – | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 334,035 | $1,834 萬 | 0.8% | – | – | – |
| NKENIKE, Inc. | Stock | 137,763 | $1,831 萬 | 0.8% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 85,191 | $1,824 萬 | 0.8% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 310,561 | $1,806 萬 | 0.7% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 331,315 | $1,787 萬 | 0.7% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 150,525 | $1,780 萬 | 0.7% | – | – | 歷史 |
| CCitigroup Inc | Stock | 240,261 | $1,748 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46435G417 | CR 5 10 YR ETF | 342,064 | $1,744 萬 | 0.7% | – | – | – |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | ETF | 142,503 | $1,709 萬 | 0.7% | – | – | – |
| AMTAmerican Tower Corp | REIT | 70,960 | $1,696 萬 | 0.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 123,735 | $1,681 萬 | 0.7% | – | – | 歷史 |
| AFLAflac Inc | Stock | 328,305 | $1,680 萬 | 0.7% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 212,590 | $1,639 萬 | 0.7% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 124,599 | $1,585 萬 | 0.7% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 146,704 | $1,495 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 76,782 | $1,423 萬 | 0.6% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 558,082 | $1,300 萬 | 0.5% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 132,625 | $1,274 萬 | 0.5% | – | – | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 46,315 | $1,250 萬 | 0.5% | – | – | – |
| ROSTRoss Stores, Inc. | COM | 99,682 | $1,195 萬 | 0.5% | – | – | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 183,991 | $1,086 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 252,388 | $1,020 萬 | 0.4% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 312,667 | $984.3 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 286,553 | $892.6 萬 | 0.4% | – | – | – |
| iShares Tr464287275 | GBL COMM SVC ETF | 103,056 | $828.4 萬 | 0.3% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 72,722 | $796.0 萬 | 0.3% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 53,795 | $754.4 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 18,220 | $722.1 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 53,076 | $718.8 萬 | 0.3% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 171,116 | $643.7 萬 | 0.3% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 105,713 | $626.1 萬 | 0.3% | – | – | – |
| LMTLockheed Martin Corp | Stock | 16,937 | $625.8 萬 | 0.3% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 110,395 | $616.3 萬 | 0.3% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 43,987 | $611.6 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 107,450 | $566.4 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 40,034 | $566.3 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 24,132 | $540.1 萬 | 0.2% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 23,214 | $531.0 萬 | 0.2% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 73,836 | $504.4 萬 | 0.2% | – | – | – |
| VNTVontier Corp | Stock | 145,731 | $441.1 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 40,510 | $424.5 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 63,619 | $407.2 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,936 | $380.9 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 26,159 | $343.9 萬 | 0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 33,853 | $337.4 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,189 | $277.0 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,273 | $263.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 68,043 | $261.3 萬 | 0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 27,040 | $248.4 萬 | 0.1% | – | – | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 8,306 | $245.3 萬 | 0.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,009 | $241.9 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 107,062 | $236.9 萬 | 0.1% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 26,396 | $231.8 萬 | 0.1% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 6,950 | $229.6 萬 | 0.1% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 34,600 | $225.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287713 | US TELECOM ETF | 62,892 | $203.3 萬 | 0.1% | – | – | – |
選擇權（1 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AAPLApple Inc. | Stock | $8,000 | – |