Boston Private Wealth LLC
- SEC CIK
- 0001626116
- 最新申報
- 2026/7/17
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/11 申報。只含多頭部位。
- 持股檔數
- 927
- 2020 年第 4 季沒有 13F 資料
- 總值
- $71.8 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 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,644,948 | $5.65 億 | 7.9% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,865,318 | $4.53 億 | 6.3% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,654,384 | $4.26 億 | 5.9% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,521,288 | $3.80 億 | 5.3% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 7,449,549 | $3.78 億 | 5.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 823,850 | $3.28 億 | 4.6% | – | – | – |
| AAPLApple Inc. | Stock | 2,382,475 | $2.91 億 | 4.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 687,785 | $2.73 億 | 3.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 783,486 | $1.85 億 | 2.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 3,521,797 | $1.33 億 | 1.9% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 261 | $1.01 億 | 1.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 539,303 | $8,210 萬 | 1.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,524 | $8,207 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 1,970,454 | $7,567 萬 | 1.1% | – | – | – |
| ACNAccenture plc | Stock | 246,524 | $6,810 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 222,948 | $6,806 萬 | 0.9% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 514,830 | $6,170 萬 | 0.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 264,778 | $5,606 萬 | 0.8% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 470,620 | $5,093 萬 | 0.7% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 670,001 | $5,066 萬 | 0.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 273,141 | $5,040 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 23,848 | $4,933 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 234,462 | $4,846 萬 | 0.7% | – | – | – |
| PGProcter & Gamble Co | Stock | 345,139 | $4,674 萬 | 0.7% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 209,290 | $4,613 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 277,990 | $4,569 萬 | 0.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 201,403 | $4,372 萬 | 0.6% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 527,664 | $3,933 萬 | 0.5% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 199,754 | $3,765 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 479,675 | $3,698 萬 | 0.5% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 99,075 | $3,556 萬 | 0.5% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 300,949 | $3,555 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,292 | $3,360 萬 | 0.5% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 71,221 | $3,302 萬 | 0.5% | – | – | 歷史 |
| CARSCars.com Inc. | COM | 2,500,400 | $3,241 萬 | 0.5% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 155,190 | $3,145 萬 | 0.4% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 280,753 | $3,135 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 600,363 | $3,105 萬 | 0.4% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 198,421 | $3,038 萬 | 0.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 554,404 | $3,000 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 209,945 | $2,970 萬 | 0.4% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 104,407 | $2,937 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 270,084 | $2,931 萬 | 0.4% | – | – | – |
| DHRDanaher Corp | Stock | 129,043 | $2,905 萬 | 0.4% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 233,336 | $2,842 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 125,730 | $2,778 萬 | 0.4% | – | – | – |
| URIUnited Rentals, Inc. | COM | 82,295 | $2,710 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 91,916 | $2,707 萬 | 0.4% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 201,983 | $2,692 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 122,480 | $2,622 萬 | 0.4% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 180,389 | $2,537 萬 | 0.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 172,285 | $2,534 萬 | 0.4% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 678,308 | $2,472 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 66,607 | $2,426 萬 | 0.3% | – | – | – |
| EQIXEquinix Inc | COM | 34,943 | $2,375 萬 | 0.3% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 151,950 | $2,357 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 188,940 | $2,301 萬 | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 61,045 | $2,152 萬 | 0.3% | – | – | 歷史 |
| IEXIdex Corp | COM | 102,675 | $2,149 萬 | 0.3% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 45,174 | $2,147 萬 | 0.3% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 448,890 | $2,123 萬 | 0.3% | – | – | 歷史 |
| EBAYeBay Inc | COM | 338,950 | $2,076 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 55,318 | $2,058 萬 | 0.3% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 287,313 | $2,057 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 320,596 | $2,052 萬 | 0.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 84,181 | $2,051 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 268,488 | $2,037 萬 | 0.3% | – | – | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 342,602 | $2,029 萬 | 0.3% | – | – | – |
| BLKBlackRock, Inc. | COM | 26,623 | $2,007 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 93,471 | $1,980 萬 | 0.3% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 41,580 | $1,979 萬 | 0.3% | – | – | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 92,263 | $1,899 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 602,171 | $1,885 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E800 | CHINA TECHNLGY | 230,659 | $1,879 萬 | 0.3% | – | – | – |
| POOLPool Corp | COM | 53,867 | $1,860 萬 | 0.3% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 75,506 | $1,805 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 320,990 | $1,771 萬 | 0.2% | – | – | – |
| SBUXStarbucks Corp | Stock | 158,979 | $1,737 萬 | 0.2% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 21,059 | $1,731 萬 | 0.2% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 289,154 | $1,692 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 454,278 | $1,646 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 59,877 | $1,530 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 156,735 | $1,525 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 236,826 | $1,524 萬 | 0.2% | – | – | – |
| LVSLas Vegas Sands Corp | COM | 250,423 | $1,522 萬 | 0.2% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 146,488 | $1,493 萬 | 0.2% | – | – | – |
| IQVIQVIA Holdings Inc. | Stock | 76,164 | $1,471 萬 | 0.2% | – | – | 歷史 |
| TYLTyler Technologies Inc | COM | 34,370 | $1,459 萬 | 0.2% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 49,890 | $1,451 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 276,857 | $1,441 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 61,960 | $1,389 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 54,450 | $1,355 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 203,794 | $1,348 萬 | 0.2% | – | – | 歷史 |
| TREXTrex Co Inc | COM | 146,484 | $1,341 萬 | 0.2% | – | – | 歷史 |
| TECHBIO-TECHNE Corp | COM | 35,000 | $1,337 萬 | 0.2% | – | – | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 281,069 | $1,327 萬 | 0.2% | – | – | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 366,488 | $1,326 萬 | 0.2% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 203,401 | $1,326 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 114,892 | $1,320 萬 | 0.2% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 56,975 | $1,292 萬 | 0.2% | – | – | 歷史 |