WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- 最新申報
- 2026/7/28
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
- 330
- 2020 年第 4 季沒有 13F 資料
- 總值
- $12.9 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 595,222 | $7,610 萬 | 5.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 190,338 | $4,109 萬 | 3.2% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 1,236,141 | $3,537 萬 | 2.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 119,829 | $3,358 萬 | 2.6% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 810,356 | $3,297 萬 | 2.6% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 278,189 | $3,067 萬 | 2.4% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 421,226 | $3,042 萬 | 2.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 589,081 | $2,965 萬 | 2.3% | – | – | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 957,927 | $2,674 萬 | 2.1% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 865,066 | $2,517 萬 | 2.0% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 806,518 | $2,459 萬 | 1.9% | – | – | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 756,232 | $2,230 萬 | 1.7% | – | – | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 461,942 | $2,167 萬 | 1.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 7,516 | $1,770 萬 | 1.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 84,313 | $1,689 萬 | 1.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,987 | $1,652 萬 | 1.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 1,092,781 | $1,649 萬 | 1.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 484,970 | $1,635 萬 | 1.3% | – | – | – |
| CFRCullen/Frost Bankers, Inc. | COM | 127,977 | $1,586 萬 | 1.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 116,504 | $1,497 萬 | 1.2% | – | – | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 160,871 | $1,495 萬 | 1.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 472,238 | $1,489 萬 | 1.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 61,341 | $1,435 萬 | 1.1% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 67,512 | $1,423 萬 | 1.1% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 363,802 | $1,406 萬 | 1.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 119,436 | $1,404 萬 | 1.1% | – | – | 歷史 |
| ORealty Income Corp | REIT | 201,148 | $1,390 萬 | 1.1% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 447,907 | $1,336 萬 | 1.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 79,613 | $1,336 萬 | 1.0% | – | – | 歷史 |
| TGTTarget Corp | Stock | 62,777 | $1,328 萬 | 1.0% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 168,358 | $1,268 萬 | 1.0% | – | – | 歷史 |
| NUENucor Corp | COM | 139,750 | $1,253 萬 | 1.0% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 264,182 | $1,208 萬 | 0.9% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 37,913 | $1,207 萬 | 0.9% | – | – | 歷史 |
| BKHBlack Hills Corp | COM | 171,665 | $1,179 萬 | 0.9% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 96,856 | $1,126 萬 | 0.9% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 86,116 | $1,122 萬 | 0.9% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 75,759 | $1,119 萬 | 0.9% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 29,510 | $1,107 萬 | 0.9% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 61,431 | $1,104 萬 | 0.9% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 170,016 | $1,101 萬 | 0.9% | – | – | – |
| MOAltria Group, Inc. | Stock | 229,355 | $1,097 萬 | 0.9% | – | – | 歷史 |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 315,647 | $1,059 萬 | 0.8% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 153,579 | $1,051 萬 | 0.8% | – | – | – |
| SYYSysco Corp | Stock | 124,984 | $1,040 萬 | 0.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 41,901 | $1,038 萬 | 0.8% | – | – | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 101,198 | $1,005 萬 | 0.8% | – | – | 歷史 |
| GGGGraco Inc | COM | 127,265 | $988.0 萬 | 0.8% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 67,413 | $970.5 萬 | 0.8% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 49,723 | $964.5 萬 | 0.7% | – | – | 歷史 |
| CASYCaseys General Stores Inc | COM | 42,803 | $948.5 萬 | 0.7% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 37,905 | $909.7 萬 | 0.7% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 50,235 | $899.4 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 21,396 | $892.7 萬 | 0.7% | – | – | – |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 223,892 | $890.9 萬 | 0.7% | – | – | – |
| LMTLockheed Martin Corp | Stock | 21,764 | $843.3 萬 | 0.7% | – | – | 歷史 |
| MAMastercard Inc | Stock | 22,284 | $837.7 萬 | 0.7% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 31,765 | $813.3 萬 | 0.6% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 58,567 | $801.3 萬 | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 48,376 | $752.1 萬 | 0.6% | – | – | 歷史 |
| VMIValmont Industries Inc | COM | 25,919 | $650.4 萬 | 0.5% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $632.1 萬 | 0.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 111,003 | $631.6 萬 | 0.5% | – | – | 歷史 |
| ZLABZai Lab Ltd | ADR | 39,393 | $614.6 萬 | 0.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,525 | $611.6 萬 | 0.5% | – | – | – |
| UNPUnion Pacific Corp | Stock | 25,999 | $586.8 萬 | 0.5% | – | – | 歷史 |
| FSKFS KKR Capital Corp | COM | 260,362 | $542.3 萬 | 0.4% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 69,362 | $525.4 萬 | 0.4% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 42,541 | $522.6 萬 | 0.4% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 49,882 | $508.4 萬 | 0.4% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 30,573 | $459.4 萬 | 0.4% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 44,280 | $459.3 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 73,058 | $438.1 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 74,059 | $383.7 萬 | 0.3% | – | – | – |
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 166,925 | $357.0 萬 | 0.3% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 95,761 | $351.7 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 86,064 | $351.1 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 107,017 | $342.8 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,478 | $340.9 萬 | 0.3% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 60,209 | $318.7 萬 | 0.2% | – | – | 歷史 |
| FS KKR Cap Corp II35952V303 | COM | 154,760 | $317.4 萬 | 0.2% | – | – | – |
| FDXFedEx Corp | Stock | 10,247 | $311.8 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 75,970 | $303.5 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 59,006 | $288.3 萬 | 0.2% | – | – | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 22,019 | $251.1 萬 | 0.2% | – | – | – |
| ROPRoper Technologies Inc | Stock | 5,500 | $246.6 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 101,444 | $244.6 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 3,609 | $243.1 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 10,436 | $242.1 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 58,943 | $234.8 萬 | 0.2% | – | – | – |
| Osi ETF Tr67110P407 | OSHARES US QUALT | 55,242 | $229.1 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 56,211 | $224.8 萬 | 0.2% | – | – | – |
| Colony CR Real Estate Inc19625T101 | COM CL A | 262,343 | $224.8 萬 | 0.2% | – | – | – |
| SPOTSpotify Technology S.A. | Stock | 8,958 | $215.1 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 9,190 | $214.7 萬 | 0.2% | – | – | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 42,471 | $213.1 萬 | 0.2% | – | – | – |
| OBDCBlue Owl Capital Corp | COM | 145,997 | $211.1 萬 | 0.2% | – | – | 歷史 |
| NVRNVR Inc | COM | 403 | $205.7 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 4,119 | $202.1 萬 | 0.2% | – | – | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 14,100 | $200.8 萬 | 0.2% | – | – | 歷史 |
選擇權（3 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。