Private Wealth Group, LLC
- SEC CIK
- 0001512780
- 最新申報
- 2026/7/8
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/3 申報。只含多頭部位。
- 持股檔數
- 35
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.40 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,024,321 | $4,774 萬 | 34.1% | – | – | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 572,369 | $1,755 萬 | 12.5% | – | – | – |
| Invesco Exchange Traded FD T46137V373 | S&P500 EQL STP | 67,700 | $1,069 萬 | 7.6% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 267,046 | $856.7 萬 | 6.1% | – | – | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 149,133 | $805.2 萬 | 5.8% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 148,614 | $680.1 萬 | 4.9% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 109,996 | $465.0 萬 | 3.3% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 26,975 | $379.0 萬 | 2.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 13,894 | $355.0 萬 | 2.5% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 43,581 | $297.7 萬 | 2.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,346 | $243.3 萬 | 1.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 10,315 | $227.9 萬 | 1.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 56,532 | $214.3 萬 | 1.5% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 37,519 | $184.1 萬 | 1.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,221 | $153.8 萬 | 1.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,798 | $151.1 萬 | 1.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,201 | $126.9 萬 | 0.9% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 10,399 | $121.4 萬 | 0.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 13,711 | $112.7 萬 | 0.8% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 17,568 | $112.5 萬 | 0.8% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 14,542 | $110.3 萬 | 0.8% | – | – | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 24,963 | $96.1 萬 | 0.7% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 10,648 | $90.0 萬 | 0.6% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,887 | $89.8 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 16,327 | $89.3 萬 | 0.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,581 | $87.0 萬 | 0.6% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,539 | $65.4 萬 | 0.5% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,143 | $59.4 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 12,355 | $43.7 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 3,361 | $41.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,021 | $36.6 萬 | 0.3% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,728 | $30.8 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,921 | $30.7 萬 | 0.2% | – | – | 歷史 |
| HEI.AHeico Corp | CL A | 2,333 | $26.5 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 1,699 | $20.4 萬 | 0.1% | – | – | 歷史 |