TD Private Client Wealth LLC
- SEC CIK
- 0001551017
- 最新申報
- 2026/8/4
2021 年第 1 季持倉
持倉截至 2021/3/31，2024/8/16 申報。只含多頭部位。
- 持股檔數
- 1,165
- 2020 年第 4 季沒有 13F 資料
- 總值
- $21.4 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 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 498,210 | $1.97 億 | 9.2% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 898,335 | $7,748 萬 | 3.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 409,997 | $6,030 萬 | 2.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 218,065 | $5,141 萬 | 2.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 554,643 | $4,576 萬 | 2.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 590,530 | $3,845 萬 | 1.8% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 301,113 | $3,554 萬 | 1.7% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 259,888 | $3,380 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 123,051 | $3,163 萬 | 1.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 8,453 | $2,615 萬 | 1.2% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 317,104 | $2,606 萬 | 1.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 327,853 | $2,487 萬 | 1.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 110,339 | $2,438 萬 | 1.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 92,530 | $2,249 萬 | 1.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 10,280 | $2,120 萬 | 1.0% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 158,901 | $2,089 萬 | 1.0% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 336,849 | $2,044 萬 | 1.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 50,834 | $1,852 萬 | 0.9% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 99,189 | $1,755 萬 | 0.8% | – | – | – |
| AAPLApple Inc. | Stock | 140,501 | $1,716 萬 | 0.8% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 39,418 | $1,568 萬 | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 52,679 | $1,552 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 136,763 | $1,544 萬 | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 93,483 | $1,423 萬 | 0.7% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 272,422 | $1,409 萬 | 0.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 27,713 | $1,317 萬 | 0.6% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,303 | $1,304 萬 | 0.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 119,744 | $1,296 萬 | 0.6% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 139,149 | $1,295 萬 | 0.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 151,525 | $1,284 萬 | 0.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 216,178 | $1,257 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 47,544 | $1,237 萬 | 0.6% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 155,549 | $1,199 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 92,290 | $1,199 萬 | 0.6% | – | – | – |
| VVisa Inc. | Stock | 54,097 | $1,145 萬 | 0.5% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 31,797 | $1,140 萬 | 0.5% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 71,824 | $1,088 萬 | 0.5% | – | – | – |
| PFEPfizer Inc | Stock | 298,314 | $1,081 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 340,713 | $1,073 萬 | 0.5% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 118,396 | $1,051 萬 | 0.5% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 72,613 | $1,026 萬 | 0.5% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 22,256 | $1,016 萬 | 0.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 94,258 | $987.7 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 26,223 | $975.7 萬 | 0.5% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 42,383 | $954.0 萬 | 0.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 29,381 | $937.6 萬 | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 80,675 | $918.3 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 44,096 | $911.4 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 54,571 | $896.9 萬 | 0.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 25,086 | $893.2 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 172,421 | $890.7 萬 | 0.4% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 176,448 | $874.5 萬 | 0.4% | – | – | – |
| MDTMedtronic plc | Stock | 71,157 | $840.6 萬 | 0.4% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 65,199 | $836.0 萬 | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 76,734 | $832.8 萬 | 0.4% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 260,052 | $794.5 萬 | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 56,135 | $794.0 萬 | 0.4% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 58,661 | $783.7 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 32,066 | $778.7 萬 | 0.4% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 20,265 | $776.3 萬 | 0.4% | – | – | 歷史 |
| METMetlife Inc | Stock | 126,144 | $766.8 萬 | 0.4% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 12,148 | $723.1 萬 | 0.3% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 9,555 | $720.4 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 53,055 | $718.5 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 182,812 | $707.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 64,486 | $699.2 萬 | 0.3% | – | – | – |
| CMCSAComcast Corp | Stock | 126,812 | $686.2 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 122,603 | $684.5 萬 | 0.3% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 117,142 | $683.2 萬 | 0.3% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 19,833 | $655.3 萬 | 0.3% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 15,506 | $650.1 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 89,254 | $643.1 萬 | 0.3% | – | – | – |
| CHTRCharter Communications, Inc. | CL A | 10,361 | $639.3 萬 | 0.3% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 114,785 | $634.9 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 11,830 | $631.6 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 52,697 | $631.5 萬 | 0.3% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 112,711 | $629.3 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 45,445 | $617.3 萬 | 0.3% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 63,705 | $614.9 萬 | 0.3% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 79,183 | $601.5 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 19,514 | $595.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 47,098 | $591.1 萬 | 0.3% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 67,242 | $586.2 萬 | 0.3% | – | – | – |
| SMGScotts Miracle-Gro Co | Stock | 23,851 | $584.3 萬 | 0.3% | – | – | 歷史 |
| CMCanadian Imperial Bank of Commerce | COM | 58,887 | $576.3 萬 | 0.3% | – | – | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 19,698 | $570.9 萬 | 0.3% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 41,854 | $566.6 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 22,066 | $563.7 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 106,165 | $559.6 萬 | 0.3% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 40,185 | $555.7 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 34,614 | $553.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 62,068 | $550.7 萬 | 0.3% | – | – | – |
| MOAltria Group, Inc. | Stock | 107,597 | $550.5 萬 | 0.3% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 30,962 | $547.1 萬 | 0.3% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 10,503 | $525.3 萬 | 0.2% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 30,404 | $523.3 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 172,645 | $522.6 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 38,996 | $518.2 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 77,845 | $514.9 萬 | 0.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 78,690 | $508.6 萬 | 0.2% | – | – | 歷史 |