Segment Wealth Management, LLC
- SEC CIK
- 0001575581
- 最新申報
- 2026/7/16
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 218
- 2020 年第 4 季沒有 13F 資料
- 總值
- $7.54 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 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 225,891 | $919.2 萬 | 1.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 61,919 | $942.6 萬 | 1.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 189,840 | $968.9 萬 | 1.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 83,199 | $984.1 萬 | 1.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 35,915 | $992.2 萬 | 1.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 52,534 | $992.8 萬 | 1.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 32,602 | $995.2 萬 | 1.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 204,500 | $1,003 萬 | 1.3% | – | – | – |
| AVGOBroadcom Inc. | Stock | 22,464 | $1,042 萬 | 1.4% | – | – | 歷史 |
| iShares Tr46434V449 | MSCI INTL MOMENT | 322,248 | $1,212 萬 | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 51,626 | $1,217 萬 | 1.6% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 71,751 | $1,269 萬 | 1.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 35,021 | $1,388 萬 | 1.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 138,168 | $1,688 萬 | 2.2% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 70 | $2,700 萬 | 3.6% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 86,734 | $2,768 萬 | 3.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 108,463 | $2,771 萬 | 3.7% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 211,169 | $4,365 萬 | 5.8% | – | – | – |
選擇權（10 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| LMTLockheed Martin Corp | Stock | – | $11.1 萬 |
| MCDMcDonalds Corp | Stock | – | $6.70 萬 |
| VVisa Inc. | Stock | – | $6.40 萬 |
| FISFidelity National Information Services, Inc. | Stock | – | $5.60 萬 |
| NEENextera Energy Inc | Stock | – | $5.30 萬 |
| BABAAlibaba Group Holding Ltd | ADR | – | $4.50 萬 |
| CRMSalesforce, Inc. | Stock | – | $4.20 萬 |
| FISVFiserv Inc | Stock | – | $3.60 萬 |
| MSFTMicrosoft Corp | Stock | – | $2.40 萬 |
| COHRCoherent Corp. | COM | – | $7,000 |