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 |
|---|---|---|---|---|---|---|---|
| ACNAccenture plc | Stock | 725 | $20.0 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 584 | $20.6 萬 | 0.1% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 1,245 | $20.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,175 | $21.8 萬 | 0.1% | – | – | – |
| MKCMcCormick & Co Inc | Stock | 2,510 | $22.4 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 4,396 | $22.5 萬 | 0.1% | – | – | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 910 | $24.6 萬 | 0.1% | – | – | – |
| VMCVulcan Materials CO | COM | 1,491 | $25.2 萬 | 0.1% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 3,410 | $26.6 萬 | 0.1% | – | – | 歷史 |
| DARDarling Ingredients Inc. | COM | 3,857 | $28.4 萬 | 0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,691 | $29.0 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 22,439 | $29.5 萬 | 0.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 400 | $29.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,299 | $29.7 萬 | 0.1% | – | – | – |
| YUMCYum China Holdings, Inc. | COM | 5,034 | $29.8 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 9,929 | $30.1 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,444 | $32.6 萬 | 0.1% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 435 | $32.8 萬 | 0.1% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 1,195 | $35.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,720 | $35.8 萬 | 0.1% | – | – | – |
| FDXFedEx Corp | Stock | 1,296 | $36.8 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,003 | $37.1 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 2,676 | $37.8 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,522 | $38.2 萬 | 0.1% | – | – | – |
| BALLBALL Corp | COM | 4,535 | $38.4 萬 | 0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 6,112 | $39.1 萬 | 0.1% | – | – | 歷史 |
| CERNCERNER Corp | COM | 5,498 | $39.5 萬 | 0.1% | – | – | 歷史 |
| SABRSabre Corp | COM | 27,194 | $40.3 萬 | 0.1% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 1,066 | $40.4 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,327 | $40.5 萬 | 0.1% | – | – | 歷史 |
| EFXEquifax Inc | COM | 2,285 | $41.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,262 | $43.1 萬 | 0.2% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 1,617 | $43.4 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,314 | $43.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 3,429 | $44.6 萬 | 0.2% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 3,042 | $45.8 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 8,098 | $46.3 萬 | 0.2% | – | – | – |
| ULUnilever PLC | SPON ADR NEW | 8,380 | $46.8 萬 | 0.2% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,194 | $47.9 萬 | 0.2% | – | – | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 575 | $48.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,725 | $49.0 萬 | 0.2% | – | – | – |
| DGXQuest Diagnostics Inc | COM | 3,910 | $50.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,441 | $50.6 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 248 | $51.2 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 3,913 | $51.9 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,520 | $54.1 萬 | 0.2% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 7,355 | $54.1 萬 | 0.2% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 9,566 | $56.0 萬 | 0.2% | – | – | 歷史 |
| TSNTyson Foods, Inc. | Stock | 7,700 | $57.2 萬 | 0.2% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 13,169 | $59.4 萬 | 0.2% | – | – | – |
| SLBSLB Limited | Stock | 21,950 | $59.7 萬 | 0.2% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 5,879 | $63.6 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 5,846 | $63.9 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,728 | $64.2 萬 | 0.2% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 7,108 | $65.5 萬 | 0.2% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,899 | $68.4 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 18,986 | $68.8 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,124 | $68.9 萬 | 0.2% | – | – | 歷史 |
| SYYSysco Corp | Stock | 8,768 | $69.0 萬 | 0.2% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 5,547 | $70.6 萬 | 0.3% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 2,482 | $72.2 萬 | 0.3% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,250 | $73.2 萬 | 0.3% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,825 | $73.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,597 | $74.3 萬 | 0.3% | – | – | – |
| WRKWestRock Co | COM | 15,235 | $79.3 萬 | 0.3% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 12,305 | $81.4 萬 | 0.3% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,882 | $82.5 萬 | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,230 | $82.7 萬 | 0.3% | – | – | – |
| VYXNCR Voyix Corp | COM | 21,903 | $83.1 萬 | 0.3% | – | – | 歷史 |
| BABoeing Co | Stock | 3,432 | $87.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,432 | $88.2 萬 | 0.3% | – | – | – |
| SPLKSplunk Inc | COM | 6,515 | $88.3 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 2,381 | $89.1 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 |
| LHLabcorp Holdings Inc. | COM NEW | 3,581 | $91.3 萬 | 0.3% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 22,592 | $95.4 萬 | 0.3% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,314 | $96.5 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,355 | $97.6 萬 | 0.4% | – | – | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 5,425 | $99.5 萬 | 0.4% | – | – | 歷史 |
| MMM3M Co | Stock | 5,253 | $101.2 萬 | 0.4% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,085 | $101.9 萬 | 0.4% | – | – | – |
| LRCXLam Research Corp | COM | 1,713 | $102.0 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,726 | $103.0 萬 | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 19,978 | $103.3 萬 | 0.4% | – | – | 歷史 |
| COPConocoPhillips | Stock | 19,542 | $103.5 萬 | 0.4% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 13,138 | $103.6 萬 | 0.4% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 6,937 | $106.2 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,582 | $107.4 萬 | 0.4% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 6,349 | $107.9 萬 | 0.4% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 3,984 | $111.5 萬 | 0.4% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 15,081 | $117.1 萬 | 0.4% | – | – | 歷史 |
| MGMMGM Resorts International | Stock | 31,215 | $118.6 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 5,494 | $119.3 萬 | 0.4% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 5,701 | $122.0 萬 | 0.4% | – | – | 歷史 |
| KKellanova | Stock | 19,653 | $124.4 萬 | 0.4% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 9,247 | $125.2 萬 | 0.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 20,127 | $128.8 萬 | 0.5% | – | – | 歷史 |
| LINLinde PLC | SHS | 4,621 | $129.5 萬 | 0.5% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 19,379 | $132.6 萬 | 0.5% | – | – | 歷史 |