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 |
|---|---|---|---|---|---|---|---|
| KLACKLA Corp | COM NEW | 16,242 | $536.6 萬 | <0.1% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 146,670 | $533.9 萬 | <0.1% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 77,821 | $532.7 萬 | <0.1% | – | – | 歷史 |
| ESEversource Energy | Stock | 60,589 | $524.6 萬 | <0.1% | – | – | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 84,979 | $521.2 萬 | <0.1% | – | – | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 84,817 | $520.2 萬 | <0.1% | – | – | 歷史 |
| DISHDISH Network CORP | CL A | 143,506 | $519.5 萬 | <0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 81,121 | $518.7 萬 | <0.1% | – | – | 歷史 |
| HSYHershey Co | COM | 32,211 | $509.5 萬 | <0.1% | – | – | 歷史 |
| SHENShenandoah Telecommunications Co | COM | 103,520 | $505.3 萬 | <0.1% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 29,252 | $503.5 萬 | <0.1% | – | – | 歷史 |
| KRKroger Co | Stock | 139,776 | $503.1 萬 | <0.1% | – | – | 歷史 |
| SNAPSnap Inc | Stock | 94,585 | $494.6 萬 | <0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 28,800 | $494.2 萬 | <0.1% | – | – | 歷史 |
| LINLinde PLC | SHS | 17,533 | $491.2 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 177,754 | $485.8 萬 | <0.1% | – | – | – |
| CLXClorox Co | Stock | 25,099 | $484.1 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 35,593 | $482.8 萬 | <0.1% | – | – | – |
| KSUKansas City Southern | COM NEW | 18,187 | $480.0 萬 | <0.1% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 12,496 | $479.9 萬 | <0.1% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 3,254 | $479.1 萬 | <0.1% | – | – | 歷史 |
| APPSDigital Turbine, Inc. | COM NEW | 59,347 | $476.9 萬 | <0.1% | – | – | 歷史 |
| CMECME Group Inc. | COM | 23,122 | $472.2 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 66,462 | $467.1 萬 | <0.1% | – | – | – |
| VFCV F Corp | Stock | 57,662 | $460.8 萬 | <0.1% | – | – | 歷史 |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 29,000 | $460.6 萬 | <0.1% | – | – | 歷史 |
| MACMacerich Co | COM | 393,601 | $460.5 萬 | <0.1% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 61,556 | $460.4 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 50,634 | $459.7 萬 | <0.1% | – | – | – |
| iShares Tr464288737 | GLB CNSM STP ETF | 78,935 | $458.6 萬 | <0.1% | – | – | – |
| Churchill Capital Corp IV171439102 | CL A | 196,865 | $456.3 萬 | <0.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 93,822 | $452.9 萬 | <0.1% | – | – | – |
| FSLYFastly, Inc. | CL A | 67,004 | $450.8 萬 | <0.1% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 84,217 | $450.5 萬 | <0.1% | – | – | 歷史 |
| DCIDonaldson Co Inc | Stock | 77,324 | $449.7 萬 | <0.1% | – | – | 歷史 |
| EGHT8X8 Inc | COM | 138,462 | $449.2 萬 | <0.1% | – | – | 歷史 |
| ORealty Income Corp | REIT | 70,489 | $447.6 萬 | <0.1% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 64,600 | $447.5 萬 | <0.1% | – | – | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 52,244 | $447.3 萬 | <0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 25,293 | $443.7 萬 | <0.1% | – | – | 歷史 |
| BHCBausch Health Companies Inc. | Stock | 138,686 | $440.2 萬 | <0.1% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 61,418 | $439.8 萬 | <0.1% | – | – | 歷史 |
| CLNEClean Energy Fuels Corp. | COM | 319,948 | $439.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 27,384 | $436.7 萬 | <0.1% | – | – | – |
| DEODiageo PLC | SPON ADR NEW | 26,557 | $436.1 萬 | <0.1% | – | – | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 18,844 | $431.3 萬 | <0.1% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 66,520 | $431.2 萬 | <0.1% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 67,259 | $430.7 萬 | <0.1% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 62,458 | $430.3 萬 | <0.1% | – | – | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 17,783 | $427.5 萬 | <0.1% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 18,547 | $422.9 萬 | <0.1% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 21,010 | $419.5 萬 | <0.1% | – | – | 歷史 |
| GSKGSK plc | SPONSORED ADR | 117,034 | $417.7 萬 | <0.1% | – | – | 歷史 |
| TROXTronox Holdings plc | SHS | 228,096 | $417.4 萬 | <0.1% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 26,877 | $416.8 萬 | <0.1% | – | – | 歷史 |
| HUMHumana Inc | Stock | 9,865 | $413.6 萬 | <0.1% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 26,534 | $411.9 萬 | <0.1% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 14,626 | $411.5 萬 | <0.1% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 12,706 | $409.2 萬 | <0.1% | – | – | 歷史 |
| EEFTEuronet Worldwide, Inc. | COM | 29,485 | $407.8 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 22,827 | $406.9 萬 | <0.1% | – | – | – |
| ALLAllstate Corp | Stock | 35,308 | $405.7 萬 | <0.1% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 18,462 | $402.6 萬 | <0.1% | – | – | – |
| JJacobs Solutions Inc. | COM | 31,080 | $401.8 萬 | <0.1% | – | – | 歷史 |
| Credit Suisse AG Nassau BRH22542D423 | LG CAP GRTH ENH | 7,159 | $399.6 萬 | <0.1% | – | – | – |
| NVRNVR Inc | COM | 848 | $399.5 萬 | <0.1% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 32,652 | $397.7 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 43,509 | $395.4 萬 | <0.1% | – | – | – |
| MGAMagna International Inc | COM | 44,865 | $395.0 萬 | <0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 70,667 | $394.5 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G433 | MSCI USA SMCP MN | 106,008 | $390.6 萬 | <0.1% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 10,245 | $387.4 萬 | <0.1% | – | – | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 49,356 | $383.4 萬 | <0.1% | – | – | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 209,058 | $381.9 萬 | <0.1% | – | – | 歷史 |
| CTASCintas Corp | Stock | 11,170 | $381.3 萬 | <0.1% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | SHS | 49,645 | $381.0 萬 | <0.1% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 17,515 | $374.9 萬 | <0.1% | – | – | 歷史 |
| HPQHP Inc | Stock | 118,089 | $374.9 萬 | <0.1% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 23,925 | $373.4 萬 | <0.1% | – | – | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 22,843 | $370.4 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 63,588 | $369.8 萬 | <0.1% | – | – | – |
| iShares Tr464287846 | DOW JONES US ETF | 36,968 | $369.2 萬 | <0.1% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 34,861 | $368.6 萬 | <0.1% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 5,643 | $367.7 萬 | <0.1% | – | – | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 42,045 | $367.7 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 19,798 | $366.7 萬 | <0.1% | – | – | – |
| WENWendy's Co | Stock | 180,902 | $366.5 萬 | <0.1% | – | – | 歷史 |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 95,810 | $366.1 萬 | <0.1% | – | – | – |
| MRVLMarvell Technology, Inc. | ORD | 74,539 | $365.1 萬 | <0.1% | – | – | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 81,471 | $364.6 萬 | <0.1% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 24,264 | $363.8 萬 | <0.1% | – | – | 歷史 |
| CBChubb Ltd | Stock | 23,026 | $363.7 萬 | <0.1% | – | – | 歷史 |
| USACUSA Compression Partners, LP | COMUNIT LTDPAR | 237,311 | $363.3 萬 | <0.1% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 17,955 | $361.5 萬 | <0.1% | – | – | 歷史 |
| UBSIUnited Bankshares Inc | COM | 93,649 | $361.3 萬 | <0.1% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 6,130 | $360.4 萬 | <0.1% | – | – | 歷史 |
| PSFEPaysafe Ltd | ORD | 265,590 | $358.5 萬 | <0.1% | – | – | 歷史 |
| Legg Mason ETF Invt Tr524682101 | CLRBRG GWT ETF | 78,454 | $358.3 萬 | <0.1% | – | – | – |
| MGMMGM Resorts International | Stock | 93,572 | $355.5 萬 | <0.1% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 22,340 | $354.8 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 |