Jackson Wealth Management, LLC
- SEC CIK
- 0001536799
- 最新申報
- 2026/8/20
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/12 申報。只含多頭部位。
- 持股檔數
- 118
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.67 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 | 154,420 | $3,641 萬 | 5.5% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 369,111 | $3,377 萬 | 5.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 94,672 | $3,021 萬 | 4.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 9,488 | $2,936 萬 | 4.4% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 246,175 | $2,721 萬 | 4.1% | – | – | – |
| AAPLApple Inc. | Stock | 215,708 | $2,635 萬 | 3.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 54,533 | $1,987 萬 | 3.0% | – | – | – |
| KLACKLA Corp | COM NEW | 57,445 | $1,898 萬 | 2.8% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 197,503 | $1,646 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 87,393 | $1,619 萬 | 2.4% | – | – | – |
| LRCXLam Research Corp | COM | 26,933 | $1,603 萬 | 2.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 227,950 | $1,459 萬 | 2.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 299,311 | $1,395 萬 | 2.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 45,635 | $1,344 萬 | 2.0% | – | – | 歷史 |
| CPNGCoupang, Inc. | CL A | 220,000 | $1,086 萬 | 1.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 48,834 | $1,035 萬 | 1.6% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 20,571 | $977.9 萬 | 1.5% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 100,360 | $963.8 萬 | 1.4% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 109,618 | $945.5 萬 | 1.4% | – | – | – |
| MAMastercard Inc | Stock | 25,834 | $919.8 萬 | 1.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 39,126 | $828.4 萬 | 1.2% | – | – | 歷史 |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 316,433 | $794.2 萬 | 1.2% | – | – | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 90,083 | $755.0 萬 | 1.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 33,661 | $754.5 萬 | 1.1% | – | – | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 145,085 | $749.7 萬 | 1.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 19,171 | $713.3 萬 | 1.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 17,905 | $712.3 萬 | 1.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,405 | $702.3 萬 | 1.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 36,638 | $692.4 萬 | 1.0% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 8,711 | $656.8 萬 | 1.0% | – | – | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 21,585 | $637.6 萬 | 1.0% | – | – | – |
| HDHome Depot, Inc. | Stock | 20,039 | $611.7 萬 | 0.9% | – | – | 歷史 |
| MXIMMaxim Integrated Products Inc | COM | 65,436 | $597.9 萬 | 0.9% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 42,636 | $566.6 萬 | 0.8% | – | – | 歷史 |
| BABoeing Co | Stock | 22,213 | $565.8 萬 | 0.8% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 14,599 | $539.4 萬 | 0.8% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 23,450 | $531.7 萬 | 0.8% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,117 | $515.4 萬 | 0.8% | – | – | 歷史 |
| LADLithia Motors Inc | COM | 13,092 | $510.7 萬 | 0.8% | – | – | 歷史 |
| ACNAccenture plc | Stock | 17,994 | $497.1 萬 | 0.7% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 37,347 | $495.2 萬 | 0.7% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 35,657 | $493.1 萬 | 0.7% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 17,243 | $485.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 31,823 | $446.3 萬 | 0.7% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 54,749 | $422.1 萬 | 0.6% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 32,965 | $411.3 萬 | 0.6% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 20,000 | $403.3 萬 | 0.6% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 15,972 | $397.4 萬 | 0.6% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 31,757 | $380.6 萬 | 0.6% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 14,390 | $375.9 萬 | 0.6% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 5,000 | $369.0 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 62,994 | $366.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 59,388 | $365.4 萬 | 0.5% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 9,840 | $352.8 萬 | 0.5% | – | – | – |
| ABBVAbbVie Inc. | Stock | 32,257 | $349.1 萬 | 0.5% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 31,806 | $347.5 萬 | 0.5% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 10,000 | $340.8 萬 | 0.5% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 14,619 | $323.8 萬 | 0.5% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 33,460 | $323.0 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 46,345 | $319.3 萬 | 0.5% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 35,341 | $308.7 萬 | 0.5% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 25,000 | $295.7 萬 | 0.4% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 22,271 | $293.6 萬 | 0.4% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,845 | $292.3 萬 | 0.4% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 17,177 | $292.0 萬 | 0.4% | – | – | 歷史 |
| CSXCSX Corp | Stock | 28,364 | $273.5 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 16,506 | $271.3 萬 | 0.4% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 9,650 | $267.4 萬 | 0.4% | – | – | 歷史 |
| ARESAres Management Corp | CL A COM STK | 46,050 | $258.0 萬 | 0.4% | – | – | 歷史 |
| RNGRingCentral, Inc. | CL A | 8,342 | $248.5 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 16,201 | $245.7 萬 | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 46,403 | $244.6 萬 | 0.4% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 33,139 | $241.6 萬 | 0.4% | – | – | – |
| STESTERIS plc | SHS USD | 12,648 | $240.9 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,821 | $240.4 萬 | 0.4% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 42,802 | $239.0 萬 | 0.4% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 5,625 | $226.9 萬 | 0.3% | – | – | 歷史 |
| AESAES Corp | Stock | 78,690 | $211.0 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 11,404 | $209.8 萬 | 0.3% | – | – | – |
| QRVOQorvo, Inc. | Stock | 11,307 | $206.6 萬 | 0.3% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,433 | $200.0 萬 | 0.3% | – | – | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 52,812 | $193.5 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 932 | $192.8 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 52,585 | $190.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,145 | $183.6 萬 | 0.3% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 12,001 | $179.9 萬 | 0.3% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 4,884 | $175.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,184 | $175.2 萬 | 0.3% | – | – | – |
| AEEAmeren Corp | COM | 19,656 | $159.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 8,332 | $147.4 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 19,237 | $145.5 萬 | 0.2% | – | – | 歷史 |
| AWRAmerican States Water Co | COM | 18,712 | $141.5 萬 | 0.2% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 15,980 | $135.4 萬 | 0.2% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 14,167 | $132.6 萬 | 0.2% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 17,261 | $131.1 萬 | 0.2% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 24,428 | $121.5 萬 | 0.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,000 | $117.8 萬 | 0.2% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 10,687 | $94.3 萬 | 0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,574 | $74.9 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,384 | $74.8 萬 | 0.1% | – | – | – |