Diligent Investors, LLC
- SEC CIK
- 0001549042
- 最新申報
- 2026/7/24
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/23 申報。只含多頭部位。
- 持股檔數
- 235
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.74 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 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 60,027 | $1,415 萬 | 5.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 120,025 | $1,366 萬 | 5.0% | – | – | – |
| AAPLApple Inc. | Stock | 90,222 | $1,102 萬 | 4.0% | – | – | 歷史 |
| PPBIPacific Premier Bancorp Inc | COM | 224,277 | $974.3 萬 | 3.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 163,839 | $924.0 萬 | 3.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 210,475 | $797.7 萬 | 2.9% | – | – | – |
| DISWalt Disney Co | Stock | 36,572 | $674.8 萬 | 2.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 28,842 | $610.7 萬 | 2.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 86,109 | $551.1 萬 | 2.0% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 153,215 | $541.8 萬 | 2.0% | – | – | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 68,563 | $515.0 萬 | 1.9% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 69,244 | $453.1 萬 | 1.7% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 71,481 | $403.2 萬 | 1.5% | – | – | – |
| SPGIS&P Global Inc. | Stock | 10,889 | $384.2 萬 | 1.4% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 28,563 | $378.7 萬 | 1.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 12,940 | $330.6 萬 | 1.2% | – | – | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 51,813 | $305.9 萬 | 1.1% | – | – | – |
| GPNGlobal Payments Inc | Stock | 14,596 | $294.2 萬 | 1.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 88,947 | $269.2 萬 | 1.0% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 26,671 | $265.8 萬 | 1.0% | – | – | – |
| BABoeing Co | Stock | 10,382 | $264.4 萬 | 1.0% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 19,415 | $263.7 萬 | 1.0% | – | – | 歷史 |
| POOLPool Corp | COM | 7,490 | $258.6 萬 | 0.9% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 6,727 | $255.1 萬 | 0.9% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 18,312 | $248.0 萬 | 0.9% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 15,201 | $239.4 萬 | 0.9% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 60,888 | $220.6 萬 | 0.8% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 56,150 | $219.4 萬 | 0.8% | – | – | 歷史 |
| CVXChevron Corp | Stock | 20,528 | $215.1 萬 | 0.8% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 15,624 | $208.7 萬 | 0.8% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 26,494 | $199.3 萬 | 0.7% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 41,655 | $194.2 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 627 | $194.0 萬 | 0.7% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 24,681 | $184.0 萬 | 0.7% | – | – | 歷史 |
| BACBank of America Corp | Stock | 45,003 | $174.1 萬 | 0.6% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 38,766 | $169.7 萬 | 0.6% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 26,304 | $154.0 萬 | 0.6% | – | – | 歷史 |
| WRKWestRock Co | COM | 29,080 | $151.4 萬 | 0.6% | – | – | 歷史 |
| GDOTGreen Dot Corp | CL A | 32,990 | $151.1 萬 | 0.6% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 12,169 | $142.1 萬 | 0.5% | – | – | – |
| PSBPS Business Parks, Inc. | COM | 9,164 | $141.7 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 17,239 | $141.3 萬 | 0.5% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 27,270 | $141.0 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 8,448 | $138.8 萬 | 0.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 26,293 | $138.6 萬 | 0.5% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,842 | $135.1 萬 | 0.5% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 6,600 | $133.8 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 15,184 | $130.4 萬 | 0.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,416 | $130.1 萬 | 0.5% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 13,348 | $129.1 萬 | 0.5% | – | – | – |
| GLWCorning Inc | COM | 28,742 | $125.1 萬 | 0.5% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | SHS | 16,250 | $124.7 萬 | 0.5% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 47,758 | $123.5 萬 | 0.5% | – | – | – |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 64,625 | $123.2 萬 | 0.4% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 15,728 | $122.1 萬 | 0.4% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,032 | $119.5 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 15,200 | $117.2 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 5,115 | $114.7 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 26,108 | $113.4 萬 | 0.4% | – | – | – |
| MDTMedtronic plc | Stock | 9,473 | $111.9 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,665 | $111.9 萬 | 0.4% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 14,210 | $109.8 萬 | 0.4% | – | – | 歷史 |
| METMetlife Inc | Stock | 17,430 | $106.0 萬 | 0.4% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 26,488 | $106.0 萬 | 0.4% | – | – | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 61,430 | $104.4 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,612 | $104.0 萬 | 0.4% | – | – | 歷史 |
| PZZAPapa Johns International Inc | Stock | 11,574 | $102.6 萬 | 0.4% | – | – | 歷史 |
| TTECTTEC Holdings, Inc. | COM | 10,000 | $100.5 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 478 | $98.6 萬 | 0.4% | – | – | 歷史 |
| OPIOffice Properties Income Trust | COM SHS BEN INT | 35,830 | $98.6 萬 | 0.4% | – | – | 歷史 |
| AIRCApartment Income REIT Corp. | COM | 22,626 | $96.7 萬 | 0.4% | – | – | 歷史 |
| SYFSynchrony Financial | COM | 23,386 | $95.1 萬 | 0.3% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 17,120 | $94.0 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 7,810 | $93.6 萬 | 0.3% | – | – | 歷史 |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 29,903 | $93.4 萬 | 0.3% | – | – | – |
| ALKAlaska Air Group, Inc. | COM | 13,500 | $93.4 萬 | 0.3% | – | – | 歷史 |
| Osi ETF Tr67110P704 | OSHS GBL INTER | 17,537 | $91.4 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 1,361 | $90.9 萬 | 0.3% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 5,789 | $90.3 萬 | 0.3% | – | – | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 31,341 | $89.3 萬 | 0.3% | – | – | – |
| PSAPublic Storage | COM | 3,567 | $88.0 萬 | 0.3% | – | – | 歷史 |
| DOWDow Inc. | Stock | 13,506 | $86.4 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,019 | $85.2 萬 | 0.3% | – | – | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 14,735 | $84.0 萬 | 0.3% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 8,685 | $82.5 萬 | 0.3% | – | – | 歷史 |
| WUWestern Union CO | Stock | 32,600 | $80.4 萬 | 0.3% | – | – | 歷史 |
| DOVDOVER Corp | COM | 5,857 | $80.3 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 3,207 | $79.8 萬 | 0.3% | – | – | 歷史 |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 52,710 | $79.3 萬 | 0.3% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 16,430 | $79.3 萬 | 0.3% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,404 | $78.6 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 12,394 | $78.2 萬 | 0.3% | – | – | 歷史 |
| VVVValvoline Inc | COM | 29,067 | $75.8 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,339 | $75.6 萬 | 0.3% | – | – | – |
| CAHCardinal Health Inc | Stock | 12,231 | $74.3 萬 | 0.3% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 12,066 | $74.0 萬 | 0.3% | – | – | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 5,272 | $73.6 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 4,983 | $70.5 萬 | 0.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 8,810 | $68.1 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 2,917 | $67.6 萬 | 0.2% | – | – | 歷史 |