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Livermore
Livermore
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Plancorp, LLC

SEC CIK
0001599579
最新申報
2026/7/14

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
361
較 2024 年第 4 季 +42
總值
$25.2 億
較 2024 年第 4 季 +$8,820 萬 (+3.6%)
申報日
2025/5/15
SEC
Plancorp, LLC 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
KMBKimberly Clark CorpStock2,376$33.8 萬<0.1%+94+4.1%加碼歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF10,200$33.8 萬<0.1%+1,487+17.1%加碼–
URIUnited Rentals, Inc.COM547$34.3 萬<0.1%+166+43.6%加碼歷史
BDXBecton Dickinson & CoStock1,499$34.3 萬<0.1%+59+4.1%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF8,605$34.8 萬<0.1%+8,605新進–
American Centy ETF Tr025072299AVAN RE INTL ETF5,840$35.0 萬<0.1%00.0%不變–
WWDWoodward, Inc.COM1,962$35.8 萬<0.1%+24+1.2%加碼歷史
GLDSPDR Gold TrustETF1,248$36.0 萬<0.1%+1,248新進歷史
TRVTravelers Companies, Inc.Stock1,361$36.0 萬<0.1%+125+10.1%加碼歷史
WMWaste Management IncStock1,572$36.4 萬<0.1%+455+40.7%加碼歷史
CORCencora, Inc.Stock1,314$36.5 萬<0.1%+31+2.4%加碼歷史
SOSouthern CoStock3,996$36.7 萬<0.1%+196+5.2%加碼歷史
NSCNorfolk Southern CorpStock1,608$38.1 萬<0.1%+24+1.5%加碼歷史
PSXPhillips 66Stock3,093$38.2 萬<0.1%−99−3.1%減碼歷史
EPDEnterprise Products Partners L.P.Stock11,197$38.2 萬<0.1%−3,809−25.4%減碼歷史
ADBEAdobe Inc.Stock997$38.2 萬<0.1%+421+73.1%加碼歷史
ETNEaton Corp plcStock1,408$38.3 萬<0.1%−111−7.3%減碼歷史
VRTVertiv Holdings CoCOM CL A5,305$38.3 萬<0.1%+1,120+26.8%加碼歷史
BPBP PLCADR11,550$39.0 萬<0.1%−955−7.6%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,388$39.6 萬<0.1%+1,096+84.8%加碼歷史
LMTLockheed Martin CorpStock889$39.7 萬<0.1%−32−3.5%減碼歷史
FASTFastenal CoStock5,151$39.9 萬<0.1%+55+1.1%加碼歷史
BRBRBellring Brands, Inc.Stock5,378$40.0 萬<0.1%+18+0.3%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,520$40.5 萬<0.1%−80−3.1%減碼–
FISVFiserv IncStock1,851$40.9 萬<0.1%+1,851新進歷史
FWONKLiberty Media CorpCOM LBTY ONE S C4,552$41.0 萬<0.1%+589+14.9%加碼歷史
ETHEGrayscale Ethereum Staking ETFETF26,936$41.0 萬<0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock751$41.0 萬<0.1%+79+11.8%加碼歷史
iShares Russell Midcap ETF464287499ETF4,835$41.1 萬<0.1%+18+0.4%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1981$41.2 萬<0.1%−196−16.7%減碼歷史
NBHNeuberger Municipal Fund Inc.COM40,009$41.6 萬<0.1%+40,009新進歷史
GLWCorning IncCOM9,191$42.1 萬<0.1%+241+2.7%加碼歷史
DEDeere & CoStock897$42.1 萬<0.1%+367+69.2%加碼歷史
GISGeneral Mills IncStock7,060$42.2 萬<0.1%−63−0.9%減碼歷史
PNCPNC Financial Services Group, Inc.Stock2,446$43.0 萬<0.1%+23+0.9%加碼歷史
Sandstorm Gold Ltd Com New80013R206Stock57,142$43.1 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V583GLOB CO PLUS ETF8,133$43.5 萬<0.1%+3,770+86.4%加碼–
MTBM&T Bank CorpCOM2,436$43.5 萬<0.1%+21+0.9%加碼歷史
BKNGBooking Holdings Inc.Stock95$43.8 萬<0.1%+95新進歷史
Schwab U.S. Mid-Cap ETF808524508ETF17,098$44.8 萬<0.1%+2,537+17.4%加碼–
CTVACorteva, Inc.Stock7,156$45.0 萬<0.1%+158+2.3%加碼歷史
WECWec Energy Group, Inc.Stock4,152$45.2 萬<0.1%+70+1.7%加碼歷史
iShares Tr464288885EAFE GRWTH ETF4,589$45.9 萬<0.1%+4,589新進–
ACNAccenture plcStock1,488$46.4 萬<0.1%−189−11.3%減碼歷史
HONHoneywell International IncCOM2,234$47.3 萬<0.1%+95+4.4%加碼歷史
FDXFedEx CorpStock1,941$47.3 萬<0.1%+410+26.8%加碼歷史
RXRXRecursion Pharmaceuticals, Inc.CL A89,676$47.4 萬<0.1%+2,092+2.4%加碼歷史
ECLEcolab Inc.Stock1,889$47.9 萬<0.1%+668+54.7%加碼歷史
COPConocoPhillipsStock4,574$48.0 萬<0.1%+556+13.8%加碼歷史
UNMUnum GroupStock5,910$48.1 萬<0.1%+5,910新進歷史
TMOThermo Fisher Scientific Inc.Stock974$48.5 萬<0.1%+444+83.8%加碼歷史
AMDAdvanced Micro Devices IncStock4,811$49.4 萬<0.1%−323−6.3%減碼歷史
PGRProgressive CorpStock1,749$49.5 萬<0.1%+448+34.4%加碼歷史
Dimensional ETF Trust25434V872CORE FIXE IN ETF11,791$49.6 萬<0.1%+6,059+105.7%加碼–
iShares Russell 2000 Growth ETF464287648ETF1,956$50.0 萬<0.1%−77−3.8%減碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,023$50.9 萬<0.1%00.0%不變–
KMIKinder Morgan, Inc.Stock17,870$51.0 萬<0.1%+289+1.6%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM14,779$51.7 萬<0.1%−1,650−10.0%減碼–
MOAltria Group, Inc.Stock8,764$52.6 萬<0.1%+1,107+14.5%加碼歷史
iShares Russell 1000 Value ETF464287598ETF2,843$53.5 萬<0.1%+25+0.9%加碼–
NKENIKE, Inc.Stock8,578$54.5 萬<0.1%−1,038−10.8%減碼歷史
SHELShell plcADR7,504$55.0 萬<0.1%+7,504新進歷史
SHOPShopify Inc.Stock5,767$55.1 萬<0.1%+75+1.3%加碼歷史
INTUIntuit Inc.Stock899$55.2 萬<0.1%+10+1.1%加碼歷史
RFRegions Financial CorpCOM25,455$55.3 萬<0.1%+159+0.6%加碼歷史
LOWLowes Companies IncStock2,383$55.6 萬<0.1%+378+18.9%加碼歷史
iShares S&P 500 Value ETF464287408ETF2,928$55.8 萬<0.1%+10.0%加碼–
iShares Russell Mid-Cap Growth ETF464287481ETF4,762$55.9 萬<0.1%+2,942+161.6%加碼–
AMATApplied Materials IncStock3,858$56.0 萬<0.1%+1,020+35.9%加碼歷史
HCAHCA Healthcare, Inc.COM1,624$56.1 萬<0.1%+1,624新進歷史
PANWPalo Alto Networks IncStock3,319$56.6 萬<0.1%+1,279+62.7%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM897$56.9 萬<0.1%−2−0.2%減碼歷史
CLMTCalumet, Inc.COM45,000$57.1 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072232AVANTIS ALL EQT8,032$57.2 萬<0.1%+17+0.2%加碼–
AZOAutoZone IncCOM150$57.2 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL4,316$57.4 萬<0.1%−191−4.2%減碼–
TJXTJX Companies IncStock4,736$57.7 萬<0.1%+441+10.3%加碼歷史
RSReliance, Inc.COM2,033$58.7 萬<0.1%+25+1.2%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF22,303$59.3 萬<0.1%00.0%不變–
iShares S&P 500 Growth ETF464287309ETF6,483$60.2 萬<0.1%00.0%不變–
CICigna GroupStock1,907$62.8 萬<0.1%−831−30.4%減碼歷史
YUMYum Brands IncStock4,011$63.1 萬<0.1%+1,285+47.1%加碼歷史
AFLAflac IncStock5,774$64.2 萬<0.1%+109+1.9%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF11,124$64.9 萬<0.1%−496−4.3%減碼–
PLTRPalantir Technologies Inc.Stock7,750$65.4 萬<0.1%+393+5.3%加碼歷史
MCKMcKesson CorpStock998$67.2 萬<0.1%+18+1.8%加碼歷史
TXNTexas Instruments IncStock3,756$67.5 萬<0.1%−391−9.4%減碼歷史
ELVElevance Health, Inc.Stock1,575$68.5 萬<0.1%+11+0.7%加碼歷史
American Centy ETF Tr025072190AVANTIS INTL SML12,870$69.9 萬<0.1%00.0%不變–
LINLinde PLCStock1,512$70.4 萬<0.1%+313+26.1%加碼歷史
GILDGilead Sciences, Inc.Stock6,346$71.1 萬<0.1%+292+4.8%加碼歷史
MSTRStrategy IncStock2,469$71.2 萬<0.1%−13−0.5%減碼歷史
RTXRTX CorpStock5,390$71.4 萬<0.1%+555+11.5%加碼歷史
BMYBristol Myers Squibb CoStock11,800$72.0 萬<0.1%+50.0%加碼歷史
MDLZMondelez International, Inc.Stock10,696$72.6 萬<0.1%+1,285+13.7%加碼歷史
CNCCentene CorpStock12,216$74.2 萬<0.1%−677−5.3%減碼歷史
DHRDanaher CorpStock3,652$74.9 萬<0.1%−394−9.7%減碼歷史
MMM3M CoStock5,107$75.0 萬<0.1%+185+3.8%加碼歷史
CBChubb LtdStock2,526$76.3 萬<0.1%−76−2.9%減碼歷史
GBTCGrayscale Bitcoin Trust ETFETF12,174$79.3 萬<0.1%00.0%不變歷史

2024 年第 4 季之後清倉（12 檔）

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

Plancorp, LLC 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
MACMacerich CoCOM32,549$64.8 萬<0.1%歷史
DOCNDigitalOcean Holdings, Inc.COM16,096$54.8 萬<0.1%歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF2,528$24.5 萬<0.1%–
COINCoinbase Global, Inc.COM CL A949$23.6 萬<0.1%歷史
ADIAnalog Devices IncStock1,086$23.1 萬<0.1%歷史
FICOFair Isaac CorpCOM115$22.9 萬<0.1%歷史
TTDTrade Desk, Inc.Stock1,943$22.8 萬<0.1%歷史
PYPLPayPal Holdings, Inc.Stock2,674$22.8 萬<0.1%歷史
Flexshares Tr33939L407MORNSTAR UPSTR6,230$22.7 萬<0.1%–
NVONovo Nordisk A SADR2,534$21.8 萬<0.1%歷史
CDNSCadence Design Systems IncStock680$20.4 萬<0.1%歷史
Avantis Emerging Markets Ex-Chn Eq ETF02507A101SHS4,075$20.2 萬<0.1%–