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 |
|---|---|---|---|---|---|---|---|
| FFord Motor Co | Stock | 52,732 | $60.1 萬 | <0.1% | – | – | 歷史 |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 21,810 | $60.0 萬 | <0.1% | – | – | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 11,584 | $59.2 萬 | <0.1% | – | – | – |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 39,446 | $59.0 萬 | <0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 44,858 | $58.8 萬 | <0.1% | – | – | 歷史 |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 5,207 | $57.5 萬 | <0.1% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,497 | $56.7 萬 | <0.1% | – | – | – |
| BPBP PLC | ADR | 21,768 | $56.4 萬 | <0.1% | – | – | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 7,112 | $56.1 萬 | <0.1% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 17,558 | $55.9 萬 | <0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,357 | $55.8 萬 | <0.1% | – | – | 歷史 |
| 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 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 10,916 | $55.4 萬 | <0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 6,126 | $55.2 萬 | <0.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,671 | $54.9 萬 | <0.1% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 5,016 | $54.6 萬 | <0.1% | – | – | – |
| TSNTyson Foods, Inc. | Stock | 6,985 | $54.3 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 5,651 | $54.1 萬 | <0.1% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 13,899 | $53.6 萬 | <0.1% | – | – | – |
| CAGConagra Brands Inc. | Stock | 14,170 | $53.3 萬 | <0.1% | – | – | 歷史 |
| ProShares Tr74347R248 | LARGE CAP CRE | 5,532 | $53.1 萬 | <0.1% | – | – | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 8,877 | $51.6 萬 | <0.1% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 4,891 | $51.3 萬 | <0.1% | – | – | – |
| HRLHormel Foods Corp | COM | 10,854 | $51.2 萬 | <0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 7,700 | $51.0 萬 | <0.1% | – | – | 歷史 |
| NEMNEWMONT Corp | Stock | 7,929 | $50.8 萬 | <0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,607 | $50.4 萬 | <0.1% | – | – | 歷史 |
| PSAPublic Storage | COM | 1,800 | $50.3 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 9,701 | $49.8 萬 | <0.1% | – | – | – |
| ALBAlbemarle Corp | Stock | 2,997 | $48.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,448 | $47.9 萬 | <0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 9,015 | $45.7 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,765 | $45.0 萬 | <0.1% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 7,550 | $45.0 萬 | <0.1% | – | – | – |
| XYLXylem Inc. | COM | 3,825 | $44.4 萬 | <0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,233 | $42.1 萬 | <0.1% | – | – | 歷史 |
| SQFTPresidio Property Trust, Inc. | COM CL A | 129,265 | $42.0 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 13,666 | $41.9 萬 | <0.1% | – | – | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 8,065 | $41.8 萬 | <0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 5,509 | $41.7 萬 | <0.1% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,803 | $41.3 萬 | <0.1% | – | – | – |
| GMGeneral Motors Co | COM | 7,286 | $40.3 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 8,880 | $39.4 萬 | <0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 785 | $39.1 萬 | <0.1% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 15,493 | $38.9 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V399 | S&P500 BUY WRT | 17,840 | $38.7 萬 | <0.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 2,319 | $38.6 萬 | <0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 4,230 | $38.5 萬 | <0.1% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,159 | $38.1 萬 | <0.1% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 5,409 | $37.2 萬 | <0.1% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 5,572 | $37.0 萬 | <0.1% | – | – | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,120 | $36.7 萬 | <0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,510 | $36.6 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,875 | $36.1 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,570 | $35.4 萬 | <0.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,089 | $35.0 萬 | <0.1% | – | – | – |
| SHOPShopify Inc. | Stock | 306 | $35.0 萬 | <0.1% | – | – | 歷史 |
| Northern LTS FD Tr IV66538H278 | MAIN THEMATC IN | 14,916 | $34.3 萬 | <0.1% | – | – | – |
| MKLMarkel Group Inc. | COM | 289 | $34.2 萬 | <0.1% | – | – | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 11,148 | $33.7 萬 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,535 | $33.3 萬 | <0.1% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 3,670 | $33.2 萬 | <0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 3,278 | $33.0 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,125 | $32.4 萬 | <0.1% | – | – | 歷史 |
| CGCCanopy Growth Corp | COM | 12,526 | $32.1 萬 | <0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 671 | $31.2 萬 | <0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 1,542 | $30.8 萬 | <0.1% | – | – | 歷史 |
| SNAPSnap Inc | Stock | 5,493 | $30.6 萬 | <0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 2,148 | $30.3 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,661 | $30.2 萬 | <0.1% | – | – | – |
| Siren ETF Tr829658301 | DIVCN LDRS ETF | 5,804 | $30.2 萬 | <0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 598 | $30.1 萬 | <0.1% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 12,105 | $29.8 萬 | <0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,891 | $29.7 萬 | <0.1% | – | – | 歷史 |
| John Hancock Exchange Traded47804J602 | MULTIFACTOR TE | 3,608 | $29.7 萬 | <0.1% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 9,700 | $29.6 萬 | <0.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 8,006 | $29.0 萬 | <0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 958 | $28.6 萬 | <0.1% | – | – | – |
| KKRKKR & Co. Inc. | COM | 5,137 | $28.6 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,526 | $28.1 萬 | <0.1% | – | – | – |
| QCOMQualcomm Inc | Stock | 2,076 | $27.8 萬 | <0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,715 | $27.6 萬 | <0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 3,271 | $27.5 萬 | <0.1% | – | – | 歷史 |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 6,934 | $26.9 萬 | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 5,876 | $25.8 萬 | <0.1% | – | – | – |
| SOSouthern Co | Stock | 3,830 | $25.4 萬 | <0.1% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 725 | $25.3 萬 | <0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,379 | $25.0 萬 | <0.1% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 3,696 | $25.0 萬 | <0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,147 | $24.9 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 3,354 | $24.2 萬 | <0.1% | – | – | – |
| ALKAlaska Air Group, Inc. | COM | 3,643 | $24.2 萬 | <0.1% | – | – | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 3,775 | $23.6 萬 | <0.1% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 3,147 | $23.6 萬 | <0.1% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 885 | $23.2 萬 | <0.1% | – | – | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 2,576 | $23.1 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G342 | MORTGE REL ETF | 6,327 | $23.0 萬 | <0.1% | – | – | – |
| MARMarriott International Inc | Stock | 1,550 | $22.9 萬 | <0.1% | – | – | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 12,661 | $22.7 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。