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 |
|---|---|---|---|---|---|---|---|
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 38,255 | $119.0 萬 | 0.1% | – | – | – |
| BXBlackstone Inc. | COM | 13,487 | $119.2 萬 | 0.1% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 26,954 | $120.4 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 38,076 | $130.6 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 25,385 | $130.9 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 4,081 | $135.8 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 40,097 | $136.5 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 23,156 | $136.6 萬 | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 5,663 | $140.1 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,568 | $141.7 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 15,026 | $143.5 萬 | 0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,424 | $147.8 萬 | 0.1% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 11,614 | $150.8 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 53,247 | $154.9 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 11,251 | $158.3 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 45,329 | $160.1 萬 | 0.1% | – | – | – |
| ADSKAutodesk, Inc. | COM | 5,839 | $163.3 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 9,192 | $169.4 萬 | 0.1% | – | – | 歷史 |
| AZPNASPENTECH Corp | COM | 13,711 | $176.1 萬 | 0.1% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 93,584 | $177.8 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 7,616 | $177.8 萬 | 0.1% | – | – | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 67,797 | $180.9 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 61,699 | $185.7 萬 | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 31,709 | $185.8 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 42,294 | $189.5 萬 | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,644 | $193.1 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 32,771 | $194.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 14,000 | $195.2 萬 | 0.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 20,977 | $199.5 萬 | 0.2% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,357 | $200.1 萬 | 0.2% | – | – | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 14,100 | $200.8 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 4,119 | $202.1 萬 | 0.2% | – | – | 歷史 |
| NVRNVR Inc | COM | 403 | $205.7 萬 | 0.2% | – | – | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 145,997 | $211.1 萬 | 0.2% | – | – | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 42,471 | $213.1 萬 | 0.2% | – | – | – |
| BABoeing Co | Stock | 9,190 | $214.7 萬 | 0.2% | – | – | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 8,958 | $215.1 萬 | 0.2% | – | – | 歷史 |
| 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% | – | – | – |
| Osi ETF Tr67110P407 | OSHARES US QUALT | 55,242 | $229.1 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 58,943 | $234.8 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 10,436 | $242.1 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 3,609 | $243.1 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 101,444 | $244.6 萬 | 0.2% | – | – | – |
| ROPRoper Technologies Inc | Stock | 5,500 | $246.6 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 22,019 | $251.1 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 59,006 | $288.3 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 75,970 | $303.5 萬 | 0.2% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 10,247 | $311.8 萬 | 0.2% | – | – | 歷史 |
| FS KKR Cap Corp II35952V303 | COM | 154,760 | $317.4 萬 | 0.2% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 60,209 | $318.7 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,478 | $340.9 萬 | 0.3% | – | – | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 107,017 | $342.8 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 86,064 | $351.1 萬 | 0.3% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 95,761 | $351.7 萬 | 0.3% | – | – | – |
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 166,925 | $357.0 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 74,059 | $383.7 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 73,058 | $438.1 萬 | 0.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 44,280 | $459.3 萬 | 0.4% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 30,573 | $459.4 萬 | 0.4% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 49,882 | $508.4 萬 | 0.4% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 42,541 | $522.6 萬 | 0.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 69,362 | $525.4 萬 | 0.4% | – | – | – |
| FSKFS KKR Capital Corp | COM | 260,362 | $542.3 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 25,999 | $586.8 萬 | 0.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,525 | $611.6 萬 | 0.5% | – | – | – |
| ZLABZai Lab Ltd | ADR | 39,393 | $614.6 萬 | 0.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 111,003 | $631.6 萬 | 0.5% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $632.1 萬 | 0.5% | – | – | 歷史 |
| VMIValmont Industries Inc | COM | 25,919 | $650.4 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 48,376 | $752.1 萬 | 0.6% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 58,567 | $801.3 萬 | 0.6% | – | – | – |
| DHRDanaher Corp | Stock | 31,765 | $813.3 萬 | 0.6% | – | – | 歷史 |
| MAMastercard Inc | Stock | 22,284 | $837.7 萬 | 0.7% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 21,764 | $843.3 萬 | 0.7% | – | – | 歷史 |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 223,892 | $890.9 萬 | 0.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,396 | $892.7 萬 | 0.7% | – | – | – |
| TXNTexas Instruments Inc | Stock | 50,235 | $899.4 萬 | 0.7% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 37,905 | $909.7 萬 | 0.7% | – | – | 歷史 |
| CASYCaseys General Stores Inc | COM | 42,803 | $948.5 萬 | 0.7% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 49,723 | $964.5 萬 | 0.7% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 67,413 | $970.5 萬 | 0.8% | – | – | 歷史 |
| GGGGraco Inc | COM | 127,265 | $988.0 萬 | 0.8% | – | – | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 101,198 | $1,005 萬 | 0.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 41,901 | $1,038 萬 | 0.8% | – | – | 歷史 |
| SYYSysco Corp | Stock | 124,984 | $1,040 萬 | 0.8% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 153,579 | $1,051 萬 | 0.8% | – | – | – |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 315,647 | $1,059 萬 | 0.8% | – | – | – |
| MOAltria Group, Inc. | Stock | 229,355 | $1,097 萬 | 0.9% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 170,016 | $1,101 萬 | 0.9% | – | – | – |
| DEODiageo PLC | SPON ADR NEW | 61,431 | $1,104 萬 | 0.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 29,510 | $1,107 萬 | 0.9% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 75,759 | $1,119 萬 | 0.9% | – | – | – |
| GPCGenuine Parts Co | Stock | 86,116 | $1,122 萬 | 0.9% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 96,856 | $1,126 萬 | 0.9% | – | – | 歷史 |
| BKHBlack Hills Corp | COM | 171,665 | $1,179 萬 | 0.9% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 37,913 | $1,207 萬 | 0.9% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 264,182 | $1,208 萬 | 0.9% | – | – | 歷史 |
| NUENucor Corp | COM | 139,750 | $1,253 萬 | 1.0% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 168,358 | $1,268 萬 | 1.0% | – | – | 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。