Busey Wealth Management
- SEC CIK
- 0001427202
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/20 申報。只含多頭部位。
- 持股檔數
- 319
- 2020 年第 4 季沒有 13F 資料
- 總值
- $19.9 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 967,132 | $1.18 億 | 5.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 405,744 | $9,566 萬 | 4.8% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 900,335 | $7,428 萬 | 3.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 23,728 | $7,342 萬 | 3.7% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 642,341 | $5,976 萬 | 3.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 25,171 | $5,207 萬 | 2.6% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 108,196 | $4,288 萬 | 2.2% | – | – | 歷史 |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 2,046,847 | $4,149 萬 | 2.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 176,600 | $3,953 萬 | 2.0% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 242,718 | $3,695 萬 | 1.9% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 155,645 | $3,439 萬 | 1.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 116,609 | $3,435 萬 | 1.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 131,965 | $3,371 萬 | 1.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 195,479 | $3,213 萬 | 1.6% | – | – | 歷史 |
| MAMastercard Inc | Stock | 85,548 | $3,046 萬 | 1.5% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 225,884 | $3,018 萬 | 1.5% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 429,955 | $2,800 萬 | 1.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 191,727 | $2,712 萬 | 1.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 127,948 | $2,433 萬 | 1.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 117,227 | $2,322 萬 | 1.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 340,381 | $2,178 萬 | 1.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 163,857 | $2,178 萬 | 1.1% | – | – | 歷史 |
| MSBIMidland States Bancorp, Inc. | COM | 759,286 | $2,106 萬 | 1.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 150,423 | $1,995 萬 | 1.0% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 145,048 | $1,964 萬 | 1.0% | – | – | 歷史 |
| ACNAccenture plc | Stock | 70,890 | $1,958 萬 | 1.0% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 85,447 | $1,923 萬 | 1.0% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 529,507 | $1,918 萬 | 1.0% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 319,809 | $1,860 萬 | 0.9% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 250,015 | $1,754 萬 | 0.9% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 94,369 | $1,741 萬 | 0.9% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 155,819 | $1,703 萬 | 0.9% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 325,025 | $1,663 萬 | 0.8% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 66,040 | $1,643 萬 | 0.8% | – | – | 歷史 |
| KSUKansas City Southern | COM NEW | 59,223 | $1,563 萬 | 0.8% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 190,401 | $1,501 萬 | 0.8% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 283,447 | $1,466 萬 | 0.7% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 259,118 | $1,402 萬 | 0.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 130,735 | $1,370 萬 | 0.7% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 151,121 | $1,341 萬 | 0.7% | – | – | 歷史 |
| RTXRTX Corp | Stock | 170,230 | $1,315 萬 | 0.7% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 205,278 | $1,296 萬 | 0.7% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 72,777 | $1,253 萬 | 0.6% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 101,317 | $1,206 萬 | 0.6% | – | – | 歷史 |
| CCitigroup Inc | Stock | 165,376 | $1,203 萬 | 0.6% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 46,686 | $1,191 萬 | 0.6% | – | – | 歷史 |
| CBRECbre Group, Inc. | CL A | 148,788 | $1,177 萬 | 0.6% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 98,224 | $1,160 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,566 | $1,148 萬 | 0.6% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 49,223 | $1,141 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 203,355 | $1,135 萬 | 0.6% | – | – | 歷史 |
| EXCExelon Corp | Stock | 257,966 | $1,128 萬 | 0.6% | – | – | 歷史 |
| LINLinde PLC | SHS | 39,399 | $1,104 萬 | 0.6% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 183,377 | $1,094 萬 | 0.5% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 44,361 | $1,079 萬 | 0.5% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 84,413 | $1,059 萬 | 0.5% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 304,339 | $1,036 萬 | 0.5% | – | – | – |
| DFSDiscover Financial Services | COM | 107,479 | $1,021 萬 | 0.5% | – | – | 歷史 |
| BABoeing Co | Stock | 39,766 | $1,013 萬 | 0.5% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 30,770 | $1,006 萬 | 0.5% | – | – | 歷史 |
| TSNTyson Foods, Inc. | Stock | 133,290 | $990.3 萬 | 0.5% | – | – | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 41,243 | $944.0 萬 | 0.5% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 20,576 | $939.0 萬 | 0.5% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 51,399 | $933.2 萬 | 0.5% | – | – | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 84,531 | $910.3 萬 | 0.5% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 199,708 | $900.7 萬 | 0.5% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 36,760 | $893.4 萬 | 0.4% | – | – | – |
| NUENucor Corp | COM | 109,254 | $877.0 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 28,167 | $859.8 萬 | 0.4% | – | – | 歷史 |
| CICigna Group | Stock | 35,408 | $855.9 萬 | 0.4% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 156,642 | $768.4 萬 | 0.4% | – | – | – |
| CMICummins Inc | Stock | 29,368 | $760.9 萬 | 0.4% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 53,174 | $719.8 萬 | 0.4% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 69,073 | $718.7 萬 | 0.4% | – | – | 歷史 |
| NVTnVent Electric plc | SHS | 254,550 | $710.4 萬 | 0.4% | – | – | 歷史 |
| MMM3M Co | Stock | 36,859 | $710.2 萬 | 0.4% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 8,874 | $669.1 萬 | 0.3% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 89,103 | $666.5 萬 | 0.3% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 13,945 | $663.9 萬 | 0.3% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 99,748 | $650.2 萬 | 0.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 26,662 | $647.4 萬 | 0.3% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 65,356 | $643.4 萬 | 0.3% | – | – | – |
| VTRVentas, Inc. | REIT | 115,903 | $618.2 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 79,304 | $611.4 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 27,024 | $605.8 萬 | 0.3% | – | – | 歷史 |
| BWABorgwarner Inc | COM | 127,694 | $592.0 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 77,844 | $588.6 萬 | 0.3% | – | – | 歷史 |
| PNRPENTAIR plc | SHS | 92,155 | $574.3 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 26,907 | $569.7 萬 | 0.3% | – | – | 歷史 |
| GLGlobe Life Inc. | COM | 58,425 | $564.6 萬 | 0.3% | – | – | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 58,572 | $564.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 15,159 | $552.2 萬 | 0.3% | – | – | – |
| HONHoneywell International Inc | COM | 23,759 | $515.7 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 47,410 | $513.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 92,479 | $505.3 萬 | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 13,362 | $497.1 萬 | 0.2% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 66,392 | $475.3 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 23,499 | $439.1 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 111,934 | $433.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,186 | $421.3 萬 | 0.2% | – | – | – |