Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- 最新申報
- 2025/11/14
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
- 780
- 2020 年第 4 季沒有 13F 資料
- 總值
- $13.1 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 | 375,297 | $7,757 萬 | 5.9% | – | – | – |
| AAPLApple Inc. | Stock | 532,844 | $6,509 萬 | 5.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 195,097 | $4,600 萬 | 3.5% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 633,421 | $3,111 萬 | 2.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 9,517 | $2,945 萬 | 2.2% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 65 | $2,507 萬 | 1.9% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,141 | $2,092 萬 | 1.6% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 209,982 | $2,043 萬 | 1.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 50,977 | $2,020 萬 | 1.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 66,669 | $1,964 萬 | 1.5% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 214,818 | $1,399 萬 | 1.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 243,299 | $1,266 萬 | 1.0% | – | – | – |
| TAT&T Inc. | Stock | 415,724 | $1,258 萬 | 1.0% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 62,975 | $1,162 萬 | 0.9% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 78,386 | $1,107 萬 | 0.8% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 92,349 | $1,092 萬 | 0.8% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 179,316 | $1,088 萬 | 0.8% | – | – | – |
| JNJJohnson & Johnson | Stock | 65,952 | $1,084 萬 | 0.8% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 41,346 | $1,056 萬 | 0.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 49,649 | $1,051 萬 | 0.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 64,845 | $987.1 萬 | 0.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 13,178 | $880.2 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,181 | $864.9 萬 | 0.7% | – | – | 歷史 |
| CMCCommercial Metals Co | Stock | 276,718 | $853.4 萬 | 0.7% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 27,475 | $838.6 萬 | 0.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 22,236 | $827.3 萬 | 0.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 104,933 | $809.0 萬 | 0.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 14,673 | $783.4 萬 | 0.6% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 30,810 | $748.2 萬 | 0.6% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 15,606 | $741.9 萬 | 0.6% | – | – | 歷史 |
| MAMastercard Inc | Stock | 19,841 | $706.5 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 51,565 | $698.4 萬 | 0.5% | – | – | 歷史 |
| BACBank of America Corp | Stock | 162,287 | $627.9 萬 | 0.5% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 27,595 | $625.6 萬 | 0.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 91,393 | $584.9 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 112,131 | $579.8 萬 | 0.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 105,467 | $570.7 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 38,807 | $548.9 萬 | 0.4% | – | – | 歷史 |
| PENPenumbra Inc | COM | 20,000 | $541.2 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 49,822 | $539.1 萬 | 0.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 44,249 | $530.3 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 39,771 | $528.5 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 23,225 | $520.6 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 37,058 | $503.4 萬 | 0.4% | – | – | 歷史 |
| ACNAccenture plc | Stock | 18,074 | $499.2 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 64,386 | $488.5 萬 | 0.4% | – | – | – |
| LBRDKLiberty Broadband Corp | COM SER C | 31,441 | $472.1 萬 | 0.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 9,029 | $471.0 萬 | 0.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 24,196 | $457.2 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 125,480 | $454.6 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 20,947 | $443.8 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,578 | $443.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 82,352 | $439.3 萬 | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 19,698 | $434.1 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 74,147 | $431.2 萬 | 0.3% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 6,949 | $429.0 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 76,783 | $423.7 萬 | 0.3% | – | – | – |
| KOCoca Cola Co | Stock | 76,413 | $402.8 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 56,981 | $399.8 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 8,491 | $387.5 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 20,636 | $385.5 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 35,226 | $384.9 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 15,352 | $382.0 萬 | 0.3% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 16,900 | $380.4 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 59,618 | $376.4 萬 | 0.3% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 35,376 | $375.1 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 35,548 | $372.5 萬 | 0.3% | – | – | 歷史 |
| NVSNovartis AG | ADR | 42,868 | $366.4 萬 | 0.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 18,321 | $362.9 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 27,191 | $360.5 萬 | 0.3% | – | – | 歷史 |
| ANETArista Networks, Inc. | COM | 11,719 | $353.8 萬 | 0.3% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 7,367 | $350.7 萬 | 0.3% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 22,173 | $346.0 萬 | 0.3% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 8,941 | $342.5 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,549 | $329.3 萬 | 0.3% | – | – | – |
| WDAYWorkday, Inc. | CL A | 13,095 | $325.3 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 17,061 | $324.5 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 17,105 | $322.4 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 23,965 | $320.2 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 42,132 | $318.6 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 56,507 | $315.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,251 | $314.4 萬 | 0.2% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 9,315 | $304.6 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 13,653 | $296.4 萬 | 0.2% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 43,035 | $290.1 萬 | 0.2% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 19,214 | $288.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 44,393 | $285.7 萬 | 0.2% | – | – | – |
| SPGIS&P Global Inc. | Stock | 8,033 | $283.4 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 12,163 | $282.0 萬 | 0.2% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 26,383 | $279.7 萬 | 0.2% | – | – | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 147,783 | $276.7 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 19,070 | $269.7 萬 | 0.2% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 4,569 | $268.6 萬 | 0.2% | – | – | 歷史 |
| CCitigroup Inc | Stock | 36,816 | $267.8 萬 | 0.2% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 52,839 | $262.7 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 13,433 | $258.8 萬 | 0.2% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,753 | $257.1 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,443 | $252.4 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 35,013 | $252.3 萬 | 0.2% | – | – | – |
| MSMorgan Stanley | Stock | 31,962 | $248.2 萬 | 0.2% | – | – | 歷史 |