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 |
|---|---|---|---|---|---|---|---|
| iShares Tr46432F859 | CORE 1 5 YR USD | 9,701 | $49.8 萬 | <0.1% | – | – | – |
| PSAPublic Storage | COM | 1,800 | $50.3 萬 | <0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,607 | $50.4 萬 | <0.1% | – | – | 歷史 |
| NEMNEWMONT Corp | Stock | 7,929 | $50.8 萬 | <0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 7,700 | $51.0 萬 | <0.1% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 10,854 | $51.2 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 4,891 | $51.3 萬 | <0.1% | – | – | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 8,877 | $51.6 萬 | <0.1% | – | – | – |
| ProShares Tr74347R248 | LARGE CAP CRE | 5,532 | $53.1 萬 | <0.1% | – | – | – |
| CAGConagra Brands Inc. | Stock | 14,170 | $53.3 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 13,899 | $53.6 萬 | <0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,651 | $54.1 萬 | <0.1% | – | – | – |
| TSNTyson Foods, Inc. | Stock | 6,985 | $54.3 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 5,016 | $54.6 萬 | <0.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,671 | $54.9 萬 | <0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 6,126 | $55.2 萬 | <0.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 10,916 | $55.4 萬 | <0.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 9,350 | $55.5 萬 | <0.1% | – | – | – |
| BKEBuckle Inc | COM | 12,912 | $55.5 萬 | <0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,357 | $55.8 萬 | <0.1% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 17,558 | $55.9 萬 | <0.1% | – | – | – |
| LWLamb Weston Holdings, Inc. | Stock | 7,112 | $56.1 萬 | <0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 21,768 | $56.4 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,497 | $56.7 萬 | <0.1% | – | – | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 5,207 | $57.5 萬 | <0.1% | – | – | – |
| GEGeneral Electric Co | COM | 44,858 | $58.8 萬 | <0.1% | – | – | 歷史 |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 39,446 | $59.0 萬 | <0.1% | – | – | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 11,584 | $59.2 萬 | <0.1% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 21,810 | $60.0 萬 | <0.1% | – | – | – |
| FFord Motor Co | Stock | 52,732 | $60.1 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 8,406 | $60.6 萬 | <0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 5,412 | $61.6 萬 | <0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,198 | $62.3 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 5,872 | $62.3 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E446 | PURBETA US AGG | 24,262 | $62.7 萬 | <0.1% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 5,731 | $64.9 萬 | 0.1% | – | – | – |
| IPGInterpublic Group of Companies, Inc. | COM | 19,933 | $64.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,419 | $65.1 萬 | 0.1% | – | – | – |
| HONHoneywell International Inc | COM | 2,953 | $66.6 萬 | 0.1% | – | – | 歷史 |
| SWCHSwitch, Inc. | CL A | 37,870 | $67.6 萬 | 0.1% | – | – | 歷史 |
| GOLFAcushnet Holdings Corp. | COM | 15,913 | $67.9 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 4,321 | $68.7 萬 | 0.1% | – | – | – |
| First Tr Exchange-Traded FD336917109 | SHS | 19,970 | $68.8 萬 | 0.1% | – | – | – |
| EWEdwards Lifesciences Corp | Stock | 7,399 | $69.0 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 8,625 | $69.0 萬 | 0.1% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 17,460 | $69.7 萬 | 0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 10,912 | $69.8 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 6,946 | $70.0 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 8,936 | $70.0 萬 | 0.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 11,433 | $70.9 萬 | 0.1% | – | – | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 8,498 | $71.3 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 17,568 | $72.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 26,968 | $73.1 萬 | 0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,292 | $73.5 萬 | 0.1% | – | – | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 33,628 | $74.7 萬 | 0.1% | – | – | – |
| XYZBlock, Inc. | CL A | 3,300 | $76.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,359 | $76.6 萬 | 0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,682 | $76.7 萬 | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q878 | BET USD HIG ETF | 14,930 | $77.2 萬 | 0.1% | – | – | – |
| MTArcelorMittal | NY REGISTRY SH | 25,580 | $77.3 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 8,751 | $77.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 14,934 | $77.6 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 19,664 | $78.0 萬 | 0.1% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 3,132 | $78.8 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 14,037 | $79.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,879 | $80.1 萬 | 0.1% | – | – | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 10,883 | $80.2 萬 | 0.1% | – | – | – |
| CMAComerica Inc | COM | 10,694 | $81.9 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 7,233 | $82.5 萬 | 0.1% | – | – | 歷史 |
| HPQHP Inc | Stock | 25,069 | $85.1 萬 | 0.1% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,486 | $85.2 萬 | 0.1% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 16,046 | $85.2 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,796 | $86.3 萬 | 0.1% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 27,326 | $88.7 萬 | 0.1% | – | – | – |
| USBUS Bancorp DE | COM NEW | 14,737 | $89.3 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 28,261 | $90.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,270 | $90.7 萬 | 0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 3,997 | $91.1 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,597 | $91.2 萬 | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 17,065 | $92.4 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 2,463 | $93.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 17,138 | $93.8 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 31,777 | $96.8 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 7,225 | $97.2 萬 | 0.1% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 15,167 | $98.7 萬 | 0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,735 | $100.0 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 19,273 | $100.8 萬 | 0.1% | – | – | – |
| LUVSouthwest Airlines Co | COM | 16,644 | $101.2 萬 | 0.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 38,458 | $101.5 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 22,476 | $107.7 萬 | 0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 3,756 | $108.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,137 | $108.2 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,893 | $108.6 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 46,098 | $110.2 萬 | 0.1% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 25,812 | $111.4 萬 | 0.1% | – | – | – |
| WMSAdvanced Drainage Systems, Inc. | COM | 10,277 | $112.6 萬 | 0.1% | – | – | 歷史 |
| WERNWerner Enterprises Inc | COM | 24,228 | $115.1 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 11,330 | $115.5 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,706 | $117.9 萬 | 0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,715 | $117.9 萬 | 0.1% | – | – | 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。