LPL Financial LLC
- SEC CIK
- 0001403438
- 最新申報
- 2026/8/7
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
- 4,045
- 2020 年第 4 季沒有 13F 資料
- 總值
- $868.6 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 Total Bond Market ETF921937835 | ETF | 23,171,142 | $19.6 億 | 2.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,102,388 | $19.5 億 | 2.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,224,197 | $19.1 億 | 2.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,680,801 | $18.6 億 | 2.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,570,831 | $18.1 億 | 2.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 12,886,248 | $15.7 億 | 1.8% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,486,273 | $14.3 億 | 1.6% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,025,067 | $13.3 億 | 1.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 19,209,170 | $12.4 億 | 1.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 12,287,540 | $11.4 億 | 1.3% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 12,365,182 | $11.2 億 | 1.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,943,649 | $10.7 億 | 1.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 14,821,743 | $10.7 億 | 1.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,286,199 | $10.1 億 | 1.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,495,087 | $8.98 億 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,708,217 | $8.74 億 | 1.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 272,751 | $8.44 億 | 1.0% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,276,581 | $6.94 億 | 0.8% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 7,325,117 | $6.66 億 | 0.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,845,653 | $6.65 億 | 0.8% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 9,623,727 | $6.63 億 | 0.8% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,277,595 | $6.29 億 | 0.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,790,522 | $6.28 億 | 0.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,556,756 | $6.17 億 | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 15,628,701 | $5.94 億 | 0.7% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 7,492,762 | $5.93 億 | 0.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,363,699 | $5.74 億 | 0.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 8,264,710 | $5.72 億 | 0.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,528,434 | $5.41 億 | 0.6% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,229,038 | $4.93 億 | 0.6% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 11,864,771 | $4.89 億 | 0.6% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 18,558,331 | $4.86 億 | 0.6% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 3,692,331 | $4.43 億 | 0.5% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 8,139,230 | $4.29 億 | 0.5% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,755,766 | $4.24 億 | 0.5% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,894,480 | $4.24 億 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 5,930,856 | $4.20 億 | 0.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,084,516 | $4.18 億 | 0.5% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,078,902 | $4.09 億 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,805,066 | $4.06 億 | 0.5% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,130,331 | $4.05 億 | 0.5% | – | – | – |
| iShares Tr464288588 | MBS ETF | 3,470,390 | $3.76 億 | 0.4% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 6,803,654 | $3.47 億 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,170,664 | $3.45 億 | 0.4% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,637,057 | $3.43 億 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,004,788 | $3.39 億 | 0.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,993,061 | $3.25 億 | 0.4% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,209,963 | $3.24 億 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 2,019,199 | $3.23 億 | 0.4% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,669,832 | $3.12 億 | 0.4% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 9,106,471 | $3.10 億 | 0.4% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,112,376 | $3.06 億 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,188,870 | $3.04 億 | 0.3% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 906,896 | $2.99 億 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,816,005 | $2.98 億 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,394,330 | $2.95 億 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 142,505 | $2.94 億 | 0.3% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,128,405 | $2.93 億 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 5,477,193 | $2.89 億 | 0.3% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,886,792 | $2.84 億 | 0.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,804,291 | $2.82 億 | 0.3% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 2,692,034 | $2.76 億 | 0.3% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,690,948 | $2.72 億 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 5,912,544 | $2.71 億 | 0.3% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,224,336 | $2.70 億 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 400,720 | $2.68 億 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 6,989,857 | $2.65 億 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,705,349 | $2.60 億 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,680,261 | $2.55 億 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 5,453,847 | $2.54 億 | 0.3% | – | – | – |
| DISWalt Disney Co | Stock | 1,374,760 | $2.54 億 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 121,338 | $2.51 億 | 0.3% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,899,477 | $2.50 億 | 0.3% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 5,164,068 | $2.49 億 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 4,825,039 | $2.46 億 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 794,557 | $2.43 億 | 0.3% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,590,358 | $2.37 億 | 0.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,635,175 | $2.34 億 | 0.3% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 4,717,066 | $2.32 億 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 419,092 | $2.24 億 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,575,359 | $2.23 億 | 0.3% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 668,776 | $2.21 億 | 0.3% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 4,737,871 | $2.16 億 | 0.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,931,040 | $2.14 億 | 0.2% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,774,856 | $2.09 億 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,543,549 | $2.09 億 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 7,022,041 | $2.08 億 | 0.2% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 5,742,129 | $2.08 億 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 4,903,017 | $2.07 億 | 0.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,723,519 | $2.07 億 | 0.2% | – | – | – |
| BABoeing Co | Stock | 805,111 | $2.05 億 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 3,464,632 | $2.01 億 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,428,813 | $2.00 億 | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 1,554,087 | $1.95 億 | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 5,069,405 | $1.95 億 | 0.2% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 4,667,494 | $1.90 億 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 6,245,239 | $1.89 億 | 0.2% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,105,185 | $1.86 億 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,288,546 | $1.83 億 | 0.2% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 831,629 | $1.81 億 | 0.2% | – | – | – |
選擇權（25 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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $1.13 億 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $692.5 萬 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | $250.8 萬 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | $146.1 萬 | – |
| PHMPultegroup Inc | COM | $127.4 萬 | – |
| AAPLApple Inc. | Stock | $72.1 萬 | $48.9 萬 |
| iShares Russell 2000 ETF464287655 | ETF | $95.0 萬 | – |
| METAMeta Platforms, Inc. | Stock | $88.4 萬 | – |
| NVDANVIDIA Corp | Stock | $85.4 萬 | – |
| GOOGLAlphabet Inc. | Stock | $61.9 萬 | – |
| LOWLowes Companies Inc | Stock | $45.6 萬 | – |
| ABBVAbbVie Inc. | Stock | $29.2 萬 | – |
| MAMastercard Inc | Stock | $28.5 萬 | – |
| INTCIntel Corp | Stock | $27.5 萬 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | $27.4 萬 | – |
| CZRCaesars Entertainment, Inc. | COM | – | $26.2 萬 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | $25.8 萬 | – |
| BABoeing Co | Stock | $25.5 萬 | – |
| MGMMGM Resorts International | Stock | – | $24.7 萬 |
| BUDAnheuser-Busch InBev SA/NV | ADR | $22.0 萬 | – |
| VVisa Inc. | Stock | $21.2 萬 | – |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | – | $21.0 萬 |
| GOOGAlphabet Inc. | Stock | $20.7 萬 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | $20.3 萬 | – |
| GEGeneral Electric Co | COM | $17.1 萬 | – |