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 |
|---|---|---|---|---|---|---|---|
| BANRBanner Corp | COM NEW | 4,416 | $23.6 萬 | <0.1% | – | – | 歷史 |
| iShares U S ETF Tr46431W648 | U.S. TECH INDEPD | 4,885 | $23.7 萬 | <0.1% | – | – | – |
| Nuveen PFD & Incm Securties67072C105 | COM | 24,360 | $23.7 萬 | <0.1% | – | – | – |
| SCYXScynexis Inc | COM NEW | 29,800 | $23.7 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 5,282 | $23.8 萬 | <0.1% | – | – | – |
| GSKYGreenSky, Inc. | CL A | 38,384 | $23.8 萬 | <0.1% | – | – | 歷史 |
| PDCEPDC Energy, Inc. | COM | 6,918 | $23.8 萬 | <0.1% | – | – | 歷史 |
| Siren Nexgen Economy ETF829658202 | ETF | 4,961 | $23.9 萬 | <0.1% | – | – | – |
| USALiberty All Star Equity Fund | SH BEN INT | 31,260 | $23.9 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 1,417 | $23.9 萬 | <0.1% | – | – | – |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 23,187 | $23.9 萬 | <0.1% | – | – | 歷史 |
| IDTIdt Corp | CL B NEW | 10,537 | $23.9 萬 | <0.1% | – | – | 歷史 |
| NTBBank of N.T. Butterfield & Son Ltd | SHS NEW | 6,272 | $24.0 萬 | <0.1% | – | – | 歷史 |
| MLIMueller Industries Inc | COM | 5,800 | $24.0 萬 | <0.1% | – | – | 歷史 |
| CAJPYCanon Inc | SPONSORED ADR | 10,528 | $24.0 萬 | <0.1% | – | – | 歷史 |
| Arya Sciences Acquisition CoG3166W106 | COM CL A | 17,444 | $24.0 萬 | <0.1% | – | – | – |
| BLDRBuilders FirstSource, Inc. | Stock | 5,188 | $24.1 萬 | <0.1% | – | – | 歷史 |
| GLGlobe Life Inc. | COM | 2,494 | $24.1 萬 | <0.1% | – | – | 歷史 |
| HQYHealthequity, Inc. | COM | 3,546 | $24.1 萬 | <0.1% | – | – | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 12,000 | $24.1 萬 | <0.1% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 13,698 | $24.2 萬 | <0.1% | – | – | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 5,105 | $24.2 萬 | <0.1% | – | – | 歷史 |
| NHINational Health Investors Inc | COM | 3,349 | $24.2 萬 | <0.1% | – | – | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 3,654 | $24.2 萬 | <0.1% | – | – | 歷史 |
| OLNOLIN Corp | Stock | 6,402 | $24.3 萬 | <0.1% | – | – | 歷史 |
| Kraneshares Trust500767405 | BOSERA MSCI CHIN | 5,491 | $24.3 萬 | <0.1% | – | – | – |
| AGOAssured Guaranty Ltd | COM | 5,756 | $24.3 萬 | <0.1% | – | – | 歷史 |
| CACICACI International Inc | CL A | 984 | $24.3 萬 | <0.1% | – | – | 歷史 |
| FULTFulton Financial Corp | COM | 14,294 | $24.3 萬 | <0.1% | – | – | 歷史 |
| EMCFEmclaire Financial Corp | COM | 8,394 | $24.3 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,667 | $24.4 萬 | <0.1% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 5,935 | $24.4 萬 | <0.1% | – | – | – |
| LONALeonaBio, Inc. | COM | 13,255 | $24.4 萬 | <0.1% | – | – | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 1,491 | $24.5 萬 | <0.1% | – | – | 歷史 |
| PUKPrudential PLC | ADR | 5,736 | $24.5 萬 | <0.1% | – | – | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 1,856 | $24.5 萬 | <0.1% | – | – | 歷史 |
| TUTelus Corp | COM | 12,315 | $24.5 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 1,068 | $24.6 萬 | <0.1% | – | – | – |
| TOLToll Brothers, Inc. | COM | 4,342 | $24.6 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717Y808 | YIELD ENHANCED | 4,820 | $24.6 萬 | <0.1% | – | – | – |
| UTHRUnited Therapeutics Corp | COM | 1,476 | $24.7 萬 | <0.1% | – | – | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 3,063 | $24.7 萬 | <0.1% | – | – | 歷史 |
| PRLBProto Labs Inc | COM | 2,032 | $24.7 萬 | <0.1% | – | – | 歷史 |
| MANManpowerGroup Inc. | COM | 2,499 | $24.7 萬 | <0.1% | – | – | 歷史 |
| PRPermian Resources Corp | CL A | 58,819 | $24.7 萬 | <0.1% | – | – | 歷史 |
| GATXGatx Corp | COM | 2,675 | $24.8 萬 | <0.1% | – | – | 歷史 |
| Global X FDS37950E291 | GLOBX SUPDV US | 12,843 | $24.9 萬 | <0.1% | – | – | – |
| Bakkt, Inc.G9441E100 | SHS CL A | 19,150 | $24.9 萬 | <0.1% | – | – | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 1,522 | $25.0 萬 | <0.1% | – | – | 歷史 |
| BFLYButterfly Network, Inc. | COM CL A | 14,860 | $25.0 萬 | <0.1% | – | – | 歷史 |
| NODKNI Holdings, Inc. | COM | 13,533 | $25.0 萬 | <0.1% | – | – | 歷史 |
| Stable RD Acquisition Corp85236Q109 | COM CL A | 18,890 | $25.0 萬 | <0.1% | – | – | – |
| SYNASYNAPTICS Inc | Stock | 1,857 | $25.1 萬 | <0.1% | – | – | 歷史 |
| SNXTD Synnex Corp | COM | 2,189 | $25.1 萬 | <0.1% | – | – | 歷史 |
| GLSIGreenwich LifeSciences, Inc. | COM | 7,351 | $25.1 萬 | <0.1% | – | – | 歷史 |
| MCABlackRock Muniyield California Quality Fund, Inc. | COM | 17,021 | $25.1 萬 | <0.1% | – | – | 歷史 |
| NEUNewmarket Corp | COM | 665 | $25.3 萬 | <0.1% | – | – | 歷史 |
| LEN.BLennar Corp | CL B | 3,077 | $25.3 萬 | <0.1% | – | – | 歷史 |
| GAINGladstone Investment Corporationde | CEF | 20,805 | $25.4 萬 | <0.1% | – | – | 歷史 |
| MOSMosaic Co | COM | 8,028 | $25.4 萬 | <0.1% | – | – | 歷史 |
| GHIGreystone Housing Impact Investors LP | BEN UNIT CTF | 46,000 | $25.4 萬 | <0.1% | – | – | 歷史 |
| BOHBank of Hawaii Corp | COM | 2,855 | $25.5 萬 | <0.1% | – | – | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 3,342 | $25.5 萬 | <0.1% | – | – | 歷史 |
| GTHXG1 Therapeutics, Inc. | COM | 10,609 | $25.5 萬 | <0.1% | – | – | 歷史 |
| J P Morgan Exchange-Traded F46641Q720 | BETBULD EUROPE | 9,309 | $25.5 萬 | <0.1% | – | – | – |
| RVNCRevance Therapeutics, Inc. | COM | 9,136 | $25.5 萬 | <0.1% | – | – | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 14,131 | $25.6 萬 | <0.1% | – | – | 歷史 |
| ALKSAlkermes plc. | SHS | 13,784 | $25.7 萬 | <0.1% | – | – | 歷史 |
| Gores Metropoulos II Inc382873206 | UNIT 01/31/2028 | 25,462 | $25.7 萬 | <0.1% | – | – | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 4,230 | $25.9 萬 | <0.1% | – | – | – |
| Advisorshares Tr00768Y495 | PURE CANNABIS | 10,955 | $25.9 萬 | <0.1% | – | – | – |
| BROBrown & Brown, Inc. | Stock | 5,690 | $26.0 萬 | <0.1% | – | – | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 4,402 | $26.0 萬 | <0.1% | – | – | – |
| PDIPIMCO Dynamic Income Fund | SHS | 9,250 | $26.0 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 1,622 | $26.0 萬 | <0.1% | – | – | – |
| CVNACarvana Co. | CL A | 990 | $26.0 萬 | <0.1% | – | – | 歷史 |
| IXOrix Corp | SPONSORED ADR | 3,073 | $26.1 萬 | <0.1% | – | – | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 29,476 | $26.1 萬 | <0.1% | – | – | 歷史 |
| KODKEastman Kodak Co | COM NEW | 33,187 | $26.1 萬 | <0.1% | – | – | 歷史 |
| Soaring Eagle Acquisition CoG8354H100 | UNIT 02/23/2026 | 25,836 | $26.1 萬 | <0.1% | – | – | – |
| AEMAgnico Eagle Mines Ltd | Stock | 4,528 | $26.2 萬 | <0.1% | – | – | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 15,570 | $26.2 萬 | <0.1% | – | – | 歷史 |
| CADECadence Bancorporation | CL A | 12,646 | $26.2 萬 | <0.1% | – | – | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 2,958 | $26.2 萬 | <0.1% | – | – | 歷史 |
| PCGPG&E Corp | Stock | 22,476 | $26.3 萬 | <0.1% | – | – | 歷史 |
| DTDynatrace, Inc. | Stock | 5,457 | $26.3 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 10,654 | $26.3 萬 | <0.1% | – | – | – |
| TBCHTurtle Beach Corp | COM NEW | 9,843 | $26.3 萬 | <0.1% | – | – | 歷史 |
| Atlas CorpY0436Q109 | SHARES | 19,288 | $26.3 萬 | <0.1% | – | – | – |
| CPTCamden Property Trust | REIT | 2,404 | $26.4 萬 | <0.1% | – | – | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 7,892 | $26.4 萬 | <0.1% | – | – | – |
| AGIOAgios Pharmaceuticals, Inc. | COM | 5,103 | $26.4 萬 | <0.1% | – | – | 歷史 |
| AVXLAnavex Life Sciences Corp. | COM NEW | 17,750 | $26.5 萬 | <0.1% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 1,200 | $26.5 萬 | <0.1% | – | – | – |
| RSIRush Street Interactive, Inc. | COM | 16,235 | $26.5 萬 | <0.1% | – | – | 歷史 |
| HAPNHappen, Inc. | COM NEW | 16,029 | $26.5 萬 | <0.1% | – | – | 歷史 |
| HZOMarinemax Inc | COM | 5,372 | $26.5 萬 | <0.1% | – | – | 歷史 |
| PZZAPapa Johns International Inc | Stock | 3,011 | $26.7 萬 | <0.1% | – | – | 歷史 |
| SEICSEI Investments Co | COM | 4,386 | $26.7 萬 | <0.1% | – | – | 歷史 |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 6,868 | $26.7 萬 | <0.1% | – | – | – |
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 |