Creative Planning
- SEC CIK
- 0001540235
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/30 申報。只含多頭部位。
- 持股檔數
- 2,332
- 2020 年第 4 季沒有 13F 資料
- 總值
- $495.3 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 |
|---|---|---|---|---|---|---|---|
| STWDStarwood Property Trust, Inc. | COM | 99,044 | $245.0 萬 | <0.1% | – | – | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 23,384 | $245.2 萬 | <0.1% | – | – | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 285,654 | $245.7 萬 | <0.1% | – | – | 歷史 |
| KSSKOHLS Corp | Stock | 41,503 | $247.4 萬 | <0.1% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 43,646 | $248.8 萬 | <0.1% | – | – | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 151,869 | $249.1 萬 | <0.1% | – | – | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 32,183 | $249.4 萬 | <0.1% | – | – | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 245,807 | $251.0 萬 | <0.1% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 7,641 | $251.6 萬 | <0.1% | – | – | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 30,454 | $252.2 萬 | <0.1% | – | – | – |
| FVRRFiverr International Ltd. | ORD SHS | 11,611 | $252.2 萬 | <0.1% | – | – | 歷史 |
| SKYWSkywest Inc | COM | 46,402 | $252.8 萬 | <0.1% | – | – | 歷史 |
| EXELExelixis, Inc. | COM | 112,004 | $253.0 萬 | <0.1% | – | – | 歷史 |
| AEEAmeren Corp | COM | 31,156 | $253.5 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V548 | INTL DIVI ACHI | 152,282 | $254.0 萬 | <0.1% | – | – | – |
| UBERUber Technologies, Inc | Stock | 46,693 | $254.5 萬 | <0.1% | – | – | 歷史 |
| SESea Ltd | SPONSORD ADS | 11,401 | $254.5 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 38,564 | $254.6 萬 | <0.1% | – | – | – |
| EVRGEvergy, Inc. | Stock | 43,130 | $256.8 萬 | <0.1% | – | – | 歷史 |
| CNICanadian National Railway Co | Stock | 22,150 | $256.9 萬 | <0.1% | – | – | 歷史 |
| IQiQIYI, Inc. | SPONSORED ADS | 154,937 | $257.5 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 49,376 | $259.6 萬 | <0.1% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 12,823 | $259.9 萬 | <0.1% | – | – | 歷史 |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 26,983 | $260.4 萬 | <0.1% | – | – | – |
| TTTrane Technologies plc | SHS | 15,728 | $260.4 萬 | <0.1% | – | – | 歷史 |
| BWABorgwarner Inc | COM | 56,346 | $261.2 萬 | <0.1% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 11,281 | $262.2 萬 | <0.1% | – | – | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 67,025 | $262.8 萬 | <0.1% | – | – | – |
| TSCOTractor Supply Co | COM | 15,054 | $266.6 萬 | <0.1% | – | – | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 23,789 | $267.5 萬 | <0.1% | – | – | 歷史 |
| NWFLNorwood Financial Corp | COM | 100,639 | $267.8 萬 | <0.1% | – | – | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 7,264 | $268.8 萬 | <0.1% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 19,947 | $270.0 萬 | <0.1% | – | – | 歷史 |
| MSTRStrategy Inc | Stock | 3,980 | $270.1 萬 | <0.1% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 67,586 | $270.3 萬 | <0.1% | – | – | 歷史 |
| EQTEQT Corp | Stock | 145,715 | $270.7 萬 | <0.1% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 52,773 | $270.8 萬 | <0.1% | – | – | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 17,728 | $271.4 萬 | <0.1% | – | – | 歷史 |
| TELTE Connectivity plc | REG SHS | 21,153 | $273.1 萬 | <0.1% | – | – | 歷史 |
| ATOAtmos Energy Corp | COM | 27,645 | $273.3 萬 | <0.1% | – | – | 歷史 |
| HRCHill-Rom Holdings, Inc. | COM | 24,745 | $273.4 萬 | <0.1% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 37,857 | $274.6 萬 | <0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 31,013 | $275.2 萬 | <0.1% | – | – | – |
| GDSGDS Holdings Ltd | SPONSORED ADS | 34,000 | $275.7 萬 | <0.1% | – | – | 歷史 |
| BFHBread Financial Holdings, Inc. | COM | 24,617 | $275.9 萬 | <0.1% | – | – | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 46,544 | $276.8 萬 | <0.1% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 163,169 | $277.4 萬 | <0.1% | – | – | 歷史 |
| MNSBMainStreet Bancshares, Inc. | COM | 135,000 | $280.3 萬 | <0.1% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 22,100 | $281.0 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 56,915 | $281.2 萬 | <0.1% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 110,610 | $281.8 萬 | <0.1% | – | – | – |
| BSXBoston Scientific Corp | Stock | 73,042 | $282.3 萬 | <0.1% | – | – | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 82,031 | $282.4 萬 | <0.1% | – | – | – |
| CDNSCadence Design Systems Inc | Stock | 20,626 | $282.6 萬 | <0.1% | – | – | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 54,792 | $283.1 萬 | <0.1% | – | – | – |
| LVSLas Vegas Sands Corp | COM | 46,594 | $283.1 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 42,853 | $284.3 萬 | <0.1% | – | – | – |
| LOGILogitech International S.A. | SHS | 27,280 | $285.1 萬 | <0.1% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 40,369 | $285.7 萬 | <0.1% | – | – | 歷史 |
| RJFRaymond James Financial Inc | COM | 23,309 | $285.7 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 91,334 | $286.0 萬 | <0.1% | – | – | – |
| FLEXFlex Ltd. | Stock | 156,780 | $287.1 萬 | <0.1% | – | – | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 12,262 | $288.1 萬 | <0.1% | – | – | – |
| GWREGuidewire Software, Inc. | COM | 28,363 | $288.3 萬 | <0.1% | – | – | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 44,501 | $289.3 萬 | <0.1% | – | – | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 22,254 | $289.6 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 35,883 | $291.9 萬 | <0.1% | – | – | – |
| PIIPolaris Inc. | Stock | 21,874 | $292.0 萬 | <0.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 175,529 | $292.3 萬 | <0.1% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 49,006 | $292.4 萬 | <0.1% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 10,553 | $292.5 萬 | <0.1% | – | – | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 30,387 | $292.6 萬 | <0.1% | – | – | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 34,715 | $292.7 萬 | <0.1% | – | – | 歷史 |
| NVTAInvitae Corp | COM | 76,632 | $292.8 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 25,917 | $293.0 萬 | <0.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 33,055 | $293.3 萬 | <0.1% | – | – | – |
| MCFContango Oil & Gas Co | COM NEW | 752,165 | $293.3 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 21,937 | $297.1 萬 | <0.1% | – | – | – |
| Direxion Shs ETF Tr25460G500 | OIL GAS BL 2X SH | 42,308 | $298.1 萬 | <0.1% | – | – | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 6,306 | $298.3 萬 | <0.1% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 5,508 | $298.3 萬 | <0.1% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 15,021 | $298.8 萬 | <0.1% | – | – | – |
| LULUlululemon athletica inc. | Stock | 9,774 | $299.8 萬 | <0.1% | – | – | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 10,171 | $300.4 萬 | <0.1% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 35,630 | $301.1 萬 | <0.1% | – | – | – |
| CAGConagra Brands Inc. | Stock | 80,785 | $303.8 萬 | <0.1% | – | – | 歷史 |
| GRWGGrowGeneration Corp. | COM | 61,307 | $304.6 萬 | <0.1% | – | – | 歷史 |
| AZPNASPENTECH Corp | COM | 21,115 | $304.8 萬 | <0.1% | – | – | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 24,827 | $305.2 萬 | <0.1% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 16,816 | $305.6 萬 | <0.1% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 17,522 | $309.2 萬 | <0.1% | – | – | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 97,652 | $310.7 萬 | <0.1% | – | – | – |
| DGDollar General Corp | COM | 15,391 | $311.9 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 115,881 | $312.2 萬 | <0.1% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 17,567 | $313.1 萬 | <0.1% | – | – | – |
| SUNWSunworks, Inc. | COM NEW | 214,419 | $314.8 萬 | <0.1% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 15,712 | $316.9 萬 | <0.1% | – | – | 歷史 |
| TRMBTrimble Inc. | COM | 40,845 | $317.7 萬 | <0.1% | – | – | 歷史 |
| ABMDAbiomed Inc | COM | 10,061 | $320.7 萬 | <0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 35,261 | $321.2 萬 | <0.1% | – | – | 歷史 |
選擇權（248 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。
依市值列出前 100 檔，共 248 檔。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AAPLApple Inc. | Stock | $38.0 萬 | $2,216 萬 |
| METAMeta Platforms, Inc. | Stock | $0 | $1,649 萬 |
| TSLATesla, Inc. | Stock | $189.9 萬 | $1,122 萬 |
| GOOGLAlphabet Inc. | Stock | $2,000 | $926.3 萬 |
| MSFTMicrosoft Corp | Stock | $5.80 萬 | $706.0 萬 |
| AMDAdvanced Micro Devices Inc | Stock | – | $462.8 萬 |
| AMZNAmazon Com Inc | Stock | $74.9 萬 | $291.8 萬 |
| CCitigroup Inc | Stock | – | $365.2 萬 |
| NVDANVIDIA Corp | Stock | $7,000 | $163.3 萬 |
| XYZBlock, Inc. | CL A | – | $118.8 萬 |
| LRCXLam Research Corp | COM | $1,000 | $106.4 萬 |
| JDJD.com, Inc. | SPON ADS CL A | – | $95.8 萬 |
| CMGChipotle Mexican Grill Inc | COM | – | $90.6 萬 |
| PENNPENN Entertainment, Inc. | COM | – | $87.9 萬 |
| BRK.BBerkshire Hathaway Inc | Stock | $0 | $82.7 萬 |
| ADBEAdobe Inc. | Stock | – | $82.5 萬 |
| DOCUDocuSign, Inc. | Stock | $0 | $81.1 萬 |
| BABAAlibaba Group Holding Ltd | ADR | – | $76.7 萬 |
| PYPLPayPal Holdings, Inc. | Stock | $2,000 | $58.8 萬 |
| MUMicron Technology Inc | Stock | – | $58.7 萬 |
| MSTRStrategy Inc | Stock | – | $57.9 萬 |
| ARK Innovation ETF00214Q104 | ETF | $7,000 | $43.6 萬 |
| PLTRPalantir Technologies Inc. | Stock | – | $42.0 萬 |
| ORCLOracle Corp | Stock | – | $37.8 萬 |
| BACBank of America Corp | Stock | $0 | $34.1 萬 |
| VEEVVeeva Systems Inc | Stock | $2.10 萬 | $31.6 萬 |
| BOXBox Inc | CL A | – | $29.4 萬 |
| ZMZoom Communications, Inc. | Stock | $8.70 萬 | $19.8 萬 |
| CRWDCrowdStrike Holdings, Inc. | Stock | – | $25.9 萬 |
| UBERUber Technologies, Inc | Stock | – | $24.9 萬 |
| GDSGDS Holdings Ltd | SPONSORED ADS | – | $24.5 萬 |
| MVISMicrovision, Inc. | COM NEW | – | $24.3 萬 |
| LULUlululemon athletica inc. | Stock | – | $24.2 萬 |
| NOWServiceNow, Inc. | Stock | – | $23.3 萬 |
| CHWYChewy, Inc. | CL A | – | $22.6 萬 |
| PLUGPlug Power Inc | Stock | – | $21.4 萬 |
| SNAPSnap Inc | Stock | – | $20.9 萬 |
| FDXFedEx Corp | Stock | $1,000 | $19.1 萬 |
| SHOPShopify Inc. | Stock | – | $18.7 萬 |
| DISWalt Disney Co | Stock | – | $17.5 萬 |
| NKENIKE, Inc. | Stock | – | $16.9 萬 |
| TWLOTwilio Inc | CL A | – | $16.7 萬 |
| ROKURoku, Inc | COM CL A | – | $15.8 萬 |
| TLRYTilray Brands, Inc. | COM CL 2 | – | $15.5 萬 |
| NIONIO Inc. | ADR | $0 | $14.2 萬 |
| SPYSPDR S&P 500 ETF Trust | ETF | $12.1 萬 | $1.70 萬 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | – | $13.7 萬 |
| SUNWSunworks, Inc. | COM NEW | $12.6 萬 | – |
| BABoeing Co | Stock | – | $12.5 萬 |
| SPCEVirgin Galactic Holdings, Inc | COM | – | $12.5 萬 |
| SESea Ltd | SPONSORD ADS | – | $11.6 萬 |
| ZZillow Group, Inc. | CL C CAP STK | $1,000 | $11.3 萬 |
| NFLXNetflix Inc | Stock | $0 | $11.1 萬 |
| ZENZendesk, Inc. | COM | – | $11.1 萬 |
| DKNGDraftKings Inc. | COM CL A | – | $10.3 萬 |
| LMNDLemonade, Inc. | Stock | – | $10.0 萬 |
| ABNBAirbnb, Inc. | Stock | – | $9.80 萬 |
| ALBAlbemarle Corp | Stock | – | $9.80 萬 |
| GMEGameStop Corp. | Stock | $9.40 萬 | $0 |
| iShares Tr464287234 | MSCI EMG MKT ETF | $9.40 萬 | – |
| DECKDeckers Outdoor Corp | COM | – | $9.40 萬 |
| MASIMasimo Corp | COM | $9.00 萬 | – |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM | – | $8.90 萬 |
| ZSZscaler, Inc. | Stock | – | $8.80 萬 |
| BEBloom Energy Corp | COM CL A | – | $8.50 萬 |
| BLNKBlink Charging Co. | COM | – | $8.40 萬 |
| SWKSSkyworks Solutions, Inc. | Stock | – | $8.10 萬 |
| AGFirst Majestic Silver Corp | COM | – | $7.90 萬 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | $1,000 | $7.70 萬 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | – | $7.50 萬 |
| SNOWSnowflake Inc. | Stock | – | $7.40 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | $7.40 萬 | – |
| MARMarriott International Inc | Stock | – | $7.30 萬 |
| OKTAOkta, Inc. | CL A | – | $7.10 萬 |
| ESTCElastic N.V. | ORD SHS | – | $7.00 萬 |
| Vanguard S&P 500 ETF922908363 | ETF | – | $6.90 萬 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | – | $6.70 萬 |
| QCOMQualcomm Inc | Stock | – | $6.60 萬 |
| iShares Russell 2000 ETF464287655 | ETF | $6.10 萬 | – |
| ATVIActivision Blizzard, Inc. | COM | – | $6.10 萬 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | – | $6.00 萬 |
| BTBTBit Digital, Inc | SHS | – | $6.00 萬 |
| TTDTrade Desk, Inc. | Stock | $0 | $5.80 萬 |
| PTONPeloton Interactive, Inc. | CL A COM | – | $5.50 萬 |
| XPEVXpeng Inc. | ADS | – | $5.20 萬 |
| ABTCAmerican Bitcoin Corp. | COM | – | $5.10 萬 |
| MSMorgan Stanley | Stock | – | $4.90 萬 |
| RIOTRiot Platforms, Inc. | COM | – | $4.70 萬 |
| ARK Next Generation Technology ETF00214Q401 | ETF | – | $4.60 萬 |
| EBONEbang International Holdings Inc. | CL A SHS | – | $4.50 萬 |
| CRMSalesforce, Inc. | Stock | $2,000 | $4.20 萬 |
| GIGCAPITAL2 Inc375036100 | COM | – | $4.40 萬 |
| TWTRTwitter, Inc. | COM | – | $4.40 萬 |
| Invesco QQQ Trust Series I46090E103 | ETF | $7,000 | $3.60 萬 |
| VZVerizon Communications Inc | Stock | – | $4.30 萬 |
| WORKSlack Technologies, Inc. | COM CL A | – | $4.30 萬 |
| PINSPinterest, Inc. | CL A | – | $4.10 萬 |
| WMTWalmart Inc. | Stock | – | $4.00 萬 |
| CGCCanopy Growth Corp | COM | – | $4.00 萬 |
| AMATApplied Materials Inc | Stock | – | $3.90 萬 |