Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- 最新申報
- 2026/7/14
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
- 168
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.77 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 161,496 | $1,202 萬 | 4.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 29,613 | $1,062 萬 | 3.8% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 123,658 | $1,014 萬 | 3.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 35,186 | $829.6 萬 | 3.0% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 35,799 | $680.8 萬 | 2.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,091 | $639.4 萬 | 2.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 57,901 | $556.0 萬 | 2.0% | – | – | – |
| AAPLApple Inc. | Stock | 45,260 | $552.8 萬 | 2.0% | – | – | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 17,293 | $510.8 萬 | 1.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 33,088 | $503.7 萬 | 1.8% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 59,046 | $440.1 萬 | 1.6% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 39,543 | $429.2 萬 | 1.6% | – | – | – |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 193,013 | $391.2 萬 | 1.4% | – | – | – |
| VVisa Inc. | Stock | 16,234 | $343.7 萬 | 1.2% | – | – | 歷史 |
| SPDR Series Trust78464A789 | ST STR SP INS | 93,575 | $343.0 萬 | 1.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 20,756 | $341.1 萬 | 1.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,080 | $340.4 萬 | 1.2% | – | – | – |
| BACBank of America Corp | Stock | 87,558 | $338.8 萬 | 1.2% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 67,864 | $331.5 萬 | 1.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 22,279 | $315.1 萬 | 1.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,005 | $311.0 萬 | 1.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 54,339 | $303.4 萬 | 1.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 51,888 | $302.6 萬 | 1.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 9,045 | $295.8 萬 | 1.1% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 29,189 | $295.1 萬 | 1.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 21,740 | $294.4 萬 | 1.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 47,345 | $275.3 萬 | 1.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,181 | $260.1 萬 | 0.9% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 40,521 | $255.8 萬 | 0.9% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 25,961 | $250.6 萬 | 0.9% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 5,156 | $245.1 萬 | 0.9% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 63,779 | $232.2 萬 | 0.8% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 30,544 | $229.8 萬 | 0.8% | – | – | 歷史 |
| RTXRTX Corp | Stock | 29,232 | $225.9 萬 | 0.8% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 9,059 | $225.4 萬 | 0.8% | – | – | 歷史 |
| CCitigroup Inc | Stock | 30,843 | $224.4 萬 | 0.8% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 9,618 | $223.0 萬 | 0.8% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 21,541 | $214.7 萬 | 0.8% | – | – | – |
| EMREmerson Electric Co | Stock | 23,762 | $214.4 萬 | 0.8% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 39,210 | $212.2 萬 | 0.8% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 10,000 | $211.9 萬 | 0.8% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 27,751 | $209.8 萬 | 0.8% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 19,991 | $201.4 萬 | 0.7% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 5,306 | $197.4 萬 | 0.7% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 25,975 | $197.3 萬 | 0.7% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 28,005 | $196.5 萬 | 0.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,149 | $192.4 萬 | 0.7% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 9,402 | $190.6 萬 | 0.7% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 14,176 | $189.4 萬 | 0.7% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 7,557 | $183.7 萬 | 0.7% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 7,876 | $179.6 萬 | 0.6% | – | – | 歷史 |
| TGTTarget Corp | Stock | 8,845 | $175.2 萬 | 0.6% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 31,626 | $174.9 萬 | 0.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 16,303 | $170.8 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,773 | $170.0 萬 | 0.6% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 9,081 | $169.7 萬 | 0.6% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,243 | $168.2 萬 | 0.6% | – | – | 歷史 |
| BWABorgwarner Inc | COM | 36,008 | $166.9 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 31,192 | $164.4 萬 | 0.6% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 13,735 | $162.3 萬 | 0.6% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,762 | $161.7 萬 | 0.6% | – | – | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 19,693 | $155.9 萬 | 0.6% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 39,237 | $153.3 萬 | 0.6% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 10,760 | $143.0 萬 | 0.5% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 18,433 | $142.5 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 18,036 | $139.0 萬 | 0.5% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 29,621 | $138.1 萬 | 0.5% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 5,111 | $133.5 萬 | 0.5% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 19,379 | $132.6 萬 | 0.5% | – | – | 歷史 |
| LINLinde PLC | SHS | 4,621 | $129.5 萬 | 0.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 20,127 | $128.8 萬 | 0.5% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 9,247 | $125.2 萬 | 0.5% | – | – | 歷史 |
| KKellanova | Stock | 19,653 | $124.4 萬 | 0.4% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 5,701 | $122.0 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 5,494 | $119.3 萬 | 0.4% | – | – | 歷史 |
| MGMMGM Resorts International | Stock | 31,215 | $118.6 萬 | 0.4% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 15,081 | $117.1 萬 | 0.4% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 3,984 | $111.5 萬 | 0.4% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 6,349 | $107.9 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,582 | $107.4 萬 | 0.4% | – | – | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 6,937 | $106.2 萬 | 0.4% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 13,138 | $103.6 萬 | 0.4% | – | – | 歷史 |
| COPConocoPhillips | Stock | 19,542 | $103.5 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 19,978 | $103.3 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,726 | $103.0 萬 | 0.4% | – | – | – |
| LRCXLam Research Corp | COM | 1,713 | $102.0 萬 | 0.4% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,085 | $101.9 萬 | 0.4% | – | – | – |
| MMM3M Co | Stock | 5,253 | $101.2 萬 | 0.4% | – | – | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 5,425 | $99.5 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,355 | $97.6 萬 | 0.4% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,314 | $96.5 萬 | 0.3% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 22,592 | $95.4 萬 | 0.3% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 3,581 | $91.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,050 | $89.6 萬 | 0.3% | – | – | – |
| SHWSherwin Williams Co | COM | 1,215 | $89.6 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 2,381 | $89.1 萬 | 0.3% | – | – | 歷史 |
| SPLKSplunk Inc | COM | 6,515 | $88.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,432 | $88.2 萬 | 0.3% | – | – | – |
| BABoeing Co | Stock | 3,432 | $87.4 萬 | 0.3% | – | – | 歷史 |
| VYXNCR Voyix Corp | COM | 21,903 | $83.1 萬 | 0.3% | – | – | 歷史 |