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 |
|---|---|---|---|---|---|---|---|
| TGTTarget Corp | Stock | 62,777 | $1,328 萬 | 1.0% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 79,613 | $1,336 萬 | 1.0% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 447,907 | $1,336 萬 | 1.0% | – | – | – |
| ORealty Income Corp | REIT | 201,148 | $1,390 萬 | 1.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 119,436 | $1,404 萬 | 1.1% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 363,802 | $1,406 萬 | 1.1% | – | – | – |
| SWKStanley Black & Decker, Inc. | COM | 67,512 | $1,423 萬 | 1.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 61,341 | $1,435 萬 | 1.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 472,238 | $1,489 萬 | 1.2% | – | – | – |
| MSMMSC Industrial Direct Co Inc | CL A | 160,871 | $1,495 萬 | 1.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 116,504 | $1,497 萬 | 1.2% | – | – | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 127,977 | $1,586 萬 | 1.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 484,970 | $1,635 萬 | 1.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 1,092,781 | $1,649 萬 | 1.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,987 | $1,652 萬 | 1.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 84,313 | $1,689 萬 | 1.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,516 | $1,770 萬 | 1.4% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 461,942 | $2,167 萬 | 1.7% | – | – | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 756,232 | $2,230 萬 | 1.7% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 806,518 | $2,459 萬 | 1.9% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 865,066 | $2,517 萬 | 2.0% | – | – | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 957,927 | $2,674 萬 | 2.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 589,081 | $2,965 萬 | 2.3% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 421,226 | $3,042 萬 | 2.4% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 278,189 | $3,067 萬 | 2.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 810,356 | $3,297 萬 | 2.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 119,829 | $3,358 萬 | 2.6% | – | – | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 1,236,141 | $3,537 萬 | 2.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 190,338 | $4,109 萬 | 3.2% | – | – | – |
| AAPLApple Inc. | Stock | 595,222 | $7,610 萬 | 5.9% | – | – | 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。