Apriem Advisors
- SEC CIK
- 0001425165
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 146
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.45 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 U.S. Large-Cap ETF808524201 | ETF | 660,112 | $6,339 萬 | 9.8% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 1,360,829 | $5,119 萬 | 7.9% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 947,455 | $5,112 萬 | 7.9% | – | – | – |
| AAPLApple Inc. | Stock | 277,325 | $3,388 萬 | 5.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 30,702 | $2,051 萬 | 3.2% | – | – | 歷史 |
| SNASnap-on Inc | COM | 86,918 | $2,006 萬 | 3.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 67,677 | $1,993 萬 | 3.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 113,196 | $1,942 萬 | 3.0% | – | – | 歷史 |
| INTCIntel Corp | Stock | 299,445 | $1,916 萬 | 3.0% | – | – | 歷史 |
| CTASCintas Corp | Stock | 55,687 | $1,901 萬 | 2.9% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 46,589 | $1,722 萬 | 2.7% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 61,162 | $1,711 萬 | 2.7% | – | – | 歷史 |
| HBIHanesbrands Inc. | COM | 858,860 | $1,689 萬 | 2.6% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 87,349 | $1,646 萬 | 2.6% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 511,108 | $1,624 萬 | 2.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,168 | $1,599 萬 | 2.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,735 | $1,595 萬 | 2.5% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 134,020 | $1,583 萬 | 2.5% | – | – | 歷史 |
| SYKStryker Corp | Stock | 61,353 | $1,494 萬 | 2.3% | – | – | 歷史 |
| MMM3M Co | Stock | 68,893 | $1,327 萬 | 2.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 29,163 | $1,156 萬 | 1.8% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 140,311 | $972.1 萬 | 1.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 62,515 | $951.7 萬 | 1.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 52,860 | $868.8 萬 | 1.3% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 72,603 | $702.1 萬 | 1.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 34,573 | $657.5 萬 | 1.0% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 18,453 | $609.7 萬 | 0.9% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 93,467 | $521.8 萬 | 0.8% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 51,043 | $421.1 萬 | 0.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,233 | $390.4 萬 | 0.6% | – | – | – |
| PFEPfizer Inc | Stock | 106,748 | $386.7 萬 | 0.6% | – | – | 歷史 |
| BABoeing Co | Stock | 13,759 | $350.5 萬 | 0.5% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 46,290 | $337.5 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 14,167 | $334.0 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 12,627 | $322.6 萬 | 0.5% | – | – | 歷史 |
| TAT&T Inc. | Stock | 105,041 | $318.0 萬 | 0.5% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 45,050 | $288.5 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 39,424 | $257.4 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,000 | $243.0 萬 | 0.4% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 60,500 | $196.6 萬 | 0.3% | – | – | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,052 | $190.3 萬 | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 15,676 | $171.3 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 12,817 | $169.9 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 32,710 | $169.1 萬 | 0.3% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 22,455 | $168.0 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,840 | $160.6 萬 | 0.2% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 10,680 | $147.7 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 7,634 | $140.9 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 36,169 | $139.9 萬 | 0.2% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,150 | $137.0 萬 | 0.2% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 5,571 | $135.7 萬 | 0.2% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 15,961 | $125.3 萬 | 0.2% | – | – | 歷史 |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 74,139 | $114.5 萬 | 0.2% | – | – | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 74,520 | $110.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 18,576 | $110.0 萬 | 0.2% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,482 | $108.8 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,069 | $108.2 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 7,955 | $107.7 萬 | 0.2% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 1,750 | $104.2 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 17,657 | $102.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 19,751 | $101.8 萬 | 0.2% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 4,000 | $101.0 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,201 | $97.7 萬 | 0.2% | – | – | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 76,713 | $96.9 萬 | 0.2% | – | – | 歷史 |
| ALTRAltair Engineering Inc. | COM CL A | 14,965 | $93.6 萬 | 0.1% | – | – | 歷史 |
| KGCKinross Gold Corp | COM | 140,000 | $93.4 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 8,727 | $91.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 6,051 | $91.1 萬 | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 11,310 | $87.2 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 386 | $79.8 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,518 | $79.2 萬 | 0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 11,582 | $75.5 萬 | 0.1% | – | – | 歷史 |
| FRABlackRock Floating Rate Income Strategies Fund, Inc. | COM | 56,747 | $73.8 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 26,650 | $73.7 萬 | 0.1% | – | – | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 35,900 | $70.9 萬 | 0.1% | – | – | 歷史 |
| CVBFCVB Financial Corp | COM | 31,249 | $69.0 萬 | 0.1% | – | – | 歷史 |
| PBFPBF Energy Inc. | CL A | 47,562 | $67.3 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 3,061 | $66.4 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,536 | $63.1 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 29,100 | $60.6 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,660 | $60.5 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,132 | $60.4 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,536 | $55.9 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 5,940 | $53.6 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,444 | $48.7 萬 | 0.1% | – | – | 歷史 |
| Kirkland Lake Gold Ltd49741E100 | COM | 14,000 | $47.3 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,622 | $47.0 萬 | 0.1% | – | – | – |
| FFWMFirst Foundation Inc. | COM | 20,000 | $46.9 萬 | 0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 6,332 | $46.1 萬 | 0.1% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,409 | $44.4 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 5,621 | $43.4 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,572 | $42.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,060 | $42.6 萬 | 0.1% | – | – | – |
| CLXClorox Co | Stock | 2,179 | $42.0 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,882 | $41.6 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 1,499 | $41.4 萬 | 0.1% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,270 | $40.9 萬 | 0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 4,467 | $39.4 萬 | 0.1% | – | – | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 6,000 | $39.4 萬 | 0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 846 | $39.2 萬 | 0.1% | – | – | 歷史 |