CIBC Private Wealth Group, LLC
- SEC CIK
- 0001298088
- 最新申報
- 2026/2/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/12 申報。只含多頭部位。
- 持股檔數
- 1,021
- 2020 年第 4 季沒有 13F 資料
- 總值
- $397.2 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 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 7,829,879 | $18.5 億 | 4.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 557,116 | $17.2 億 | 4.3% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 12,442,836 | $15.2 億 | 3.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 367,883 | $7.59 億 | 1.9% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 9,929,224 | $7.40 億 | 1.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,450,011 | $7.30 億 | 1.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,774,631 | $7.27 億 | 1.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,030,568 | $6.20 億 | 1.6% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 295,434 | $6.11 億 | 1.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,523,523 | $5.67 億 | 1.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 4,558,918 | $5.46 億 | 1.4% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 2,135,929 | $4.81 億 | 1.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,050,038 | $4.52 億 | 1.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,067,526 | $4.49 億 | 1.1% | – | – | 歷史 |
| Alps Clean Energy ETF00162Q460 | ETF | 5,739,768 | $4.48 億 | 1.1% | – | – | – |
| ADBEAdobe Inc. | Stock | 918,556 | $4.37 億 | 1.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,151,118 | $4.21 億 | 1.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,352,804 | $4.14 億 | 1.0% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,141,112 | $4.03 億 | 1.0% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,976,107 | $3.73 億 | 0.9% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 2,343,896 | $3.69 億 | 0.9% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,477,979 | $3.58 億 | 0.9% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,177,329 | $3.55 億 | 0.9% | – | – | 歷史 |
| RTXRTX Corp | Stock | 4,549,599 | $3.52 億 | 0.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,131,194 | $3.50 億 | 0.9% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 750,493 | $3.43 億 | 0.9% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,408,678 | $3.37 億 | 0.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 919,401 | $3.27 億 | 0.8% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 2,730,546 | $3.25 億 | 0.8% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 14,714,144 | $3.24 億 | 0.8% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,287,923 | $3.22 億 | 0.8% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 6,416,810 | $3.19 億 | 0.8% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 781,119 | $3.15 億 | 0.8% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 4,047,193 | $3.06 億 | 0.8% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,614,968 | $3.05 億 | 0.8% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 2,216,086 | $2.94 億 | 0.7% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,051,477 | $2.90 億 | 0.7% | – | – | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 1,889,247 | $2.87 億 | 0.7% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,159,273 | $2.82 億 | 0.7% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 1,317,953 | $2.82 億 | 0.7% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,349,643 | $2.78 億 | 0.7% | – | – | 歷史 |
| LINLinde PLC | SHS | 979,997 | $2.75 億 | 0.7% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,275,108 | $2.70 億 | 0.7% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,597,123 | $2.48 億 | 0.6% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,333,538 | $2.46 億 | 0.6% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,302,341 | $2.45 億 | 0.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 691,900 | $2.44 億 | 0.6% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 4,504,597 | $2.44 億 | 0.6% | – | – | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 9,481,170 | $2.43 億 | 0.6% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 3,626,522 | $2.40 億 | 0.6% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,298,783 | $2.28 億 | 0.6% | – | – | 歷史 |
| CMECME Group Inc. | COM | 1,113,142 | $2.27 億 | 0.6% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 301,453 | $2.27 億 | 0.6% | – | – | 歷史 |
| CICigna Group | Stock | 936,419 | $2.26 億 | 0.6% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 1,111,629 | $2.22 億 | 0.6% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 3,229,633 | $2.21 億 | 0.6% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,530,791 | $2.14 億 | 0.5% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,267,359 | $2.01 億 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 478,183 | $1.90 億 | 0.5% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 3,185,017 | $1.86 億 | 0.5% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 561,993 | $1.84 億 | 0.5% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,146,928 | $1.72 億 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,618,371 | $1.70 億 | 0.4% | – | – | 歷史 |
| RHIRobert Half Inc. | COM | 2,105,845 | $1.64 億 | 0.4% | – | – | 歷史 |
| DGDollar General Corp | COM | 776,761 | $1.57 億 | 0.4% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 208,130 | $1.54 億 | 0.4% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 19,750,088 | $1.52 億 | 0.4% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,809,335 | $1.51 億 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 603,052 | $1.46 億 | 0.4% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 629,380 | $1.43 億 | 0.4% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 576,805 | $1.40 億 | 0.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 379,585 | $1.38 億 | 0.3% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 186,729 | $1.38 億 | 0.3% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 885,398 | $1.37 億 | 0.3% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 274,853 | $1.34 億 | 0.3% | – | – | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 335,851 | $1.33 億 | 0.3% | – | – | 歷史 |
| TELTE Connectivity plc | REG SHS | 1,027,885 | $1.33 億 | 0.3% | – | – | 歷史 |
| TREXTrex Co Inc | COM | 1,449,482 | $1.33 億 | 0.3% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 401,355 | $1.32 億 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 581,443 | $1.29 億 | 0.3% | – | – | – |
| BKNGBooking Holdings Inc. | Stock | 55,186 | $1.29 億 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 1,160,416 | $1.27 億 | 0.3% | – | – | 歷史 |
| FASTFastenal Co | Stock | 2,482,413 | $1.25 億 | 0.3% | – | – | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 1,598,450 | $1.24 億 | 0.3% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 148,253 | $1.22 億 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 549,568 | $1.21 億 | 0.3% | – | – | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 2,760,983 | $1.20 億 | 0.3% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,591,642 | $1.18 億 | 0.3% | – | – | – |
| ASMLASML Holding NV | ADR | 189,809 | $1.17 億 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 458,346 | $1.17 億 | 0.3% | – | – | 歷史 |
| ATMPBarclays Bank PLC | IPATH SELCT MLP | 8,455,541 | $1.16 億 | 0.3% | – | – | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 344,380 | $1.16 億 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 533,721 | $1.14 億 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 211,161 | $1.13 億 | 0.3% | – | – | 歷史 |
| VICIVici Properties Inc. | COM | 3,955,988 | $1.12 億 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 478,702 | $1.11 億 | 0.3% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 308,472 | $1.11 億 | 0.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 389,172 | $1.08 億 | 0.3% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 446,780 | $1.07 億 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 364,632 | $1.07 億 | 0.3% | – | – | 歷史 |