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 |
|---|---|---|---|---|---|---|---|
| ISRGIntuitive Surgical Inc | COM NEW | 2,357 | $200.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 20,977 | $199.5 萬 | 0.2% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 14,000 | $195.2 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 32,771 | $194.0 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,644 | $193.1 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 42,294 | $189.5 萬 | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 31,709 | $185.8 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 61,699 | $185.7 萬 | 0.1% | – | – | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 67,797 | $180.9 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 |
| AZPNASPENTECH Corp | COM | 13,711 | $176.1 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 9,192 | $169.4 萬 | 0.1% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 5,839 | $163.3 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 45,329 | $160.1 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 11,251 | $158.3 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 53,247 | $154.9 萬 | 0.1% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 11,614 | $150.8 萬 | 0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,424 | $147.8 萬 | 0.1% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 15,026 | $143.5 萬 | 0.1% | – | – | – |
| SPGIS&P Global Inc. | Stock | 3,568 | $141.7 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 5,663 | $140.1 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 23,156 | $136.6 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 40,097 | $136.5 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 4,081 | $135.8 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 25,385 | $130.9 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 38,076 | $130.6 萬 | 0.1% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 26,954 | $120.4 萬 | 0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 13,487 | $119.2 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 38,255 | $119.0 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 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 11,330 | $115.5 萬 | 0.1% | – | – | – |
| WERNWerner Enterprises Inc | COM | 24,228 | $115.1 萬 | 0.1% | – | – | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 10,277 | $112.6 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 25,812 | $111.4 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 46,098 | $110.2 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,893 | $108.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,137 | $108.2 萬 | 0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 3,756 | $108.1 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 22,476 | $107.7 萬 | 0.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 38,458 | $101.5 萬 | 0.1% | – | – | – |
| LUVSouthwest Airlines Co | COM | 16,644 | $101.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 19,273 | $100.8 萬 | 0.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,735 | $100.0 萬 | 0.1% | – | – | – |
| ADMArcher-Daniels-Midland Co | Stock | 15,167 | $98.7 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 7,225 | $97.2 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 31,777 | $96.8 萬 | 0.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 17,138 | $93.8 萬 | 0.1% | – | – | – |
| DEDeere & Co | Stock | 2,463 | $93.5 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 17,065 | $92.4 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,597 | $91.2 萬 | 0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 3,997 | $91.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,270 | $90.7 萬 | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 28,261 | $90.5 萬 | 0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 14,737 | $89.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 27,326 | $88.7 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,796 | $86.3 萬 | 0.1% | – | – | – |
| 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% | – | – | – |
| HPQHP Inc | Stock | 25,069 | $85.1 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 7,233 | $82.5 萬 | 0.1% | – | – | 歷史 |
| CMAComerica Inc | COM | 10,694 | $81.9 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 10,883 | $80.2 萬 | 0.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,879 | $80.1 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 14,037 | $79.5 萬 | 0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,132 | $78.8 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 19,664 | $78.0 萬 | 0.1% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 14,934 | $77.6 萬 | 0.1% | – | – | – |
| AEPAmerican Electric Power Co Inc | Stock | 8,751 | $77.4 萬 | 0.1% | – | – | 歷史 |
| MTArcelorMittal | NY REGISTRY SH | 25,580 | $77.3 萬 | 0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q878 | BET USD HIG ETF | 14,930 | $77.2 萬 | 0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,682 | $76.7 萬 | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,359 | $76.6 萬 | 0.1% | – | – | – |
| XYZBlock, Inc. | CL A | 3,300 | $76.3 萬 | 0.1% | – | – | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 33,628 | $74.7 萬 | 0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,292 | $73.5 萬 | 0.1% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 26,968 | $73.1 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 17,568 | $72.1 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 8,498 | $71.3 萬 | 0.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 11,433 | $70.9 萬 | 0.1% | – | – | – |
| 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% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 10,912 | $69.8 萬 | 0.1% | – | – | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 17,460 | $69.7 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% | – | – | – |
| First Tr Exchange-Traded FD336917109 | SHS | 19,970 | $68.8 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 4,321 | $68.7 萬 | 0.1% | – | – | – |
| GOLFAcushnet Holdings Corp. | COM | 15,913 | $67.9 萬 | 0.1% | – | – | 歷史 |
| SWCHSwitch, Inc. | CL A | 37,870 | $67.6 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,953 | $66.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,419 | $65.1 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 |
| Invesco Exch Traded FD Tr II46138E446 | PURBETA US AGG | 24,262 | $62.7 萬 | <0.1% | – | – | – |
| 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 |
| ABBVAbbVie Inc. | Stock | 5,412 | $61.6 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 8,406 | $60.6 萬 | <0.1% | – | – | – |
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。