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Livermore
Livermore
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Wealthspire Advisors, LLC

SEC CIK
0001646247
最新申報
2026/8/11

2021 年第 2 季持倉

持倉截至 2021/6/30，2021/8/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
366
較 2021 年第 1 季 −337
總值
$38.0 億
較 2021 年第 1 季 −$4.10 億 (−9.7%)
申報日
2021/8/13
SEC
Wealthspire Advisors, LLC 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GALTGalectin Therapeutics IncCOM NEW13,855$4.40 萬<0.1%00.0%不變歷史
MREOMereo BioPharma Group plcSPON ADS14,276$4.50 萬<0.1%00.0%不變歷史
TXMDTherapeuticsMD, Inc.COM39,984$4.80 萬<0.1%+7,384+22.7%加碼歷史
TELLTellurian Inc.COM10,500$4.90 萬<0.1%00.0%不變歷史
XAIRBeyond Air, Inc.COM10,000$6.50 萬<0.1%00.0%不變歷史
CHCIComstock Holding Companies, Inc.CL A NEW12,000$7.20 萬<0.1%−1,000−7.7%減碼歷史
OSSOne Stop Systems, Inc.COM20,000$11.6 萬<0.1%00.0%不變歷史
DBDDiebold Nixdorf, IncCOM10,000$12.8 萬<0.1%−63−0.6%減碼歷史
FRGIFiesta Restaurant Group, Inc.COM10,671$14.3 萬<0.1%−125−1.2%減碼歷史
EVMEaton Vance California Municipal Bond FundCOM13,270$15.9 萬<0.1%00.0%不變歷史
VTRSViatris IncStock12,288$17.6 萬<0.1%−8,960−42.2%減碼歷史
ORLYO Reilly Automotive IncStock353$20.0 萬<0.1%−1,174−76.9%減碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF3,242$20.4 萬<0.1%−1,225−27.4%減碼–
iShares U.S. Medical Devices ETF464288810ETF573$20.7 萬<0.1%−868−60.2%減碼–
PINSPinterest, Inc.CL A2,619$20.7 萬<0.1%+2,619新進歷史
COFCapital One Financial CorpStock1,348$20.9 萬<0.1%−4,841−78.2%減碼歷史
LRCXLam Research CorpCOM324$21.1 萬<0.1%−1,463−81.9%減碼歷史
GISGeneral Mills IncStock3,491$21.3 萬<0.1%−6,582−65.3%減碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF4,600$21.5 萬<0.1%−2,110−31.4%減碼–
AMXAmerica Movil SAB de CVSPON ADR L SHS14,322$21.5 萬<0.1%+103+0.7%加碼歷史
KMIKinder Morgan, Inc.Stock11,962$21.8 萬<0.1%−37,419−75.8%減碼歷史
State Street SPDR S&P Homebuilders ETF78464A888ETF2,972$21.8 萬<0.1%+2,972新進–
HEIHeico CorpCOM1,562$21.8 萬<0.1%−124−7.4%減碼歷史
MARMarriott International IncStock1,606$21.9 萬<0.1%−4,042−71.6%減碼歷史
ARK ETF Tr00214Q302GENOMIC REV ETF2,363$21.9 萬<0.1%−664−21.9%減碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF1,656$22.0 萬<0.1%−10−0.6%減碼–
ATVIActivision Blizzard, Inc.COM2,306$22.0 萬<0.1%−14,687−86.4%減碼歷史
Alps Clean Energy ETF00162Q460ETF2,915$22.1 萬<0.1%+2,915新進–
Invesco S&P 500 Quality ETF46137V241ETF4,587$22.3 萬<0.1%−7,987−63.5%減碼–
DALDelta Air Lines, Inc.COM NEW5,186$22.4 萬<0.1%−5,732−52.5%減碼歷史
MLMMartin Marietta Materials IncCOM641$22.6 萬<0.1%−575−47.3%減碼歷史
LMNDLemonade, Inc.Stock2,080$22.8 萬<0.1%−141−6.3%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM913$23.2 萬<0.1%−435−32.3%減碼歷史
MDTMedtronic plcStock1,878$23.3 萬<0.1%−20,402−91.6%減碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF2,319$23.6 萬<0.1%−300−11.5%減碼–
Pacer FDS Tr69374H766INDUSTRIAL RELET5,525$23.8 萬<0.1%00.0%不變–
PRVBProvention Bio, Inc.COM28,200$23.8 萬<0.1%00.0%不變歷史
iShares Tr464287861EUROPE ETF4,476$23.9 萬<0.1%+71+1.6%加碼–
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT942$24.2 萬<0.1%−340−26.5%減碼–
ATROAstronics CorpCOM13,867$24.3 萬<0.1%+1,500+12.1%加碼歷史
iShares U.S. Healthcare Providers ETF464288828ETF914$24.4 萬<0.1%00.0%不變–
DEODiageo PLCSPON ADR NEW1,277$24.5 萬<0.1%−1,023−44.5%減碼歷史
GPNGlobal Payments IncStock1,329$24.9 萬<0.1%−3,421−72.0%減碼歷史
iShares Tr464288117INTL TREA BD ETF4,761$24.9 萬<0.1%+3+0.1%加碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF5,305$25.0 萬<0.1%+5,305新進–
iShares Tips Bond ETF464287176ETF1,977$25.3 萬<0.1%−6,733−77.3%減碼–
CERNCERNER CorpCOM3,274$25.6 萬<0.1%−4,054−55.3%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF2,291$25.9 萬<0.1%−2,715−54.2%減碼–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF2,910$26.0 萬<0.1%−1,407−32.6%減碼–
ProShares Tr74348A467S&P 500 DV ARIST2,875$26.1 萬<0.1%+190+7.1%加碼–
EDConsolidated Edison IncStock3,647$26.2 萬<0.1%−5,839−61.6%減碼歷史
ICEIntercontinental Exchange, Inc.Stock2,208$26.2 萬<0.1%−7,138−76.4%減碼歷史
iShares Tr464288760US AER DEF ETF2,400$26.3 萬<0.1%+132+5.8%加碼–
DKNGDraftKings Inc.COM CL A5,111$26.7 萬<0.1%−2,537−33.2%減碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF4,714$27.1 萬<0.1%00.0%不變–
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX1,313$27.2 萬<0.1%00.0%不變–
TWTRTwitter, Inc.COM3,994$27.5 萬<0.1%−3,530−46.9%減碼歷史
ECLEcolab Inc.Stock1,340$27.6 萬<0.1%−3,077−69.7%減碼歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF4,726$27.6 萬<0.1%+4,726新進–
VODVodafone Group Public Ltd CoADR16,180$27.7 萬<0.1%+5,726+54.8%加碼歷史
EXCExelon CorpStock6,250$27.7 萬<0.1%−15,247−70.9%減碼歷史
TTTrane Technologies plcSHS1,514$27.9 萬<0.1%−3,022−66.6%減碼歷史
iShares Inc464286772MSCI STH KOR ETF3,046$28.4 萬<0.1%−82−2.6%減碼–
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF4,861$28.4 萬<0.1%+4,861新進–
LMTLockheed Martin CorpStock754$28.5 萬<0.1%−3,688−83.0%減碼歷史
TXNTexas Instruments IncStock1,481$28.5 萬<0.1%−11,457−88.6%減碼歷史
AMWLAmerican Well CorpCL A22,620$28.5 萬<0.1%00.0%不變歷史
KMXCarMax IncCOM2,211$28.6 萬<0.1%−1,746−44.1%減碼歷史
ELEstee Lauder Companies IncCL A909$28.9 萬<0.1%−2,745−75.1%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF2,016$29.4 萬<0.1%−14−0.7%減碼–
AMTAmerican Tower CorpREIT1,095$29.6 萬<0.1%−9,593−89.8%減碼歷史
NICNicolet Bankshares IncCOM4,205$29.6 萬<0.1%00.0%不變歷史
SOSouthern CoStock4,907$29.7 萬<0.1%−24,995−83.6%減碼歷史
iShares Tr464287762US HLTHCARE ETF1,090$29.8 萬<0.1%−351−24.4%減碼–
FLFoot Locker, Inc.COM4,829$29.8 萬<0.1%+4,829新進歷史
GSGoldman Sachs Group IncStock787$29.9 萬<0.1%−3,878−83.1%減碼歷史
VanEck Semiconductor ETF92189F676ETF1,150$30.2 萬<0.1%00.0%不變–
AMATApplied Materials IncStock2,122$30.2 萬<0.1%−10,141−82.7%減碼歷史
NVONovo Nordisk A SADR3,622$30.3 萬<0.1%−1,716−32.1%減碼歷史
FAFFirst American Financial CorpStock4,901$30.6 萬<0.1%−384−7.3%減碼歷史
New York Life Investments Et45409B107HEDGE MULTI STRA9,681$31.2 萬<0.1%+9,681新進–
iShares Tr464288158SHRT NAT MUN ETF2,909$31.4 萬<0.1%−2,985−50.6%減碼–
ZTSZoetis Inc.Stock1,692$31.5 萬<0.1%−24,427−93.5%減碼歷史
MSMorgan StanleyStock3,434$31.5 萬<0.1%−30,418−89.9%減碼歷史
COPConocoPhillipsStock5,209$31.7 萬<0.1%−15,068−74.3%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF4,653$31.8 萬<0.1%+16+0.3%加碼–
PHParker-Hannifin CorpStock1,037$31.8 萬<0.1%−1,222−54.1%減碼歷史
SYKStryker CorpStock1,240$32.2 萬<0.1%−5,536−81.7%減碼歷史
CRMSalesforce, Inc.Stock1,317$32.2 萬<0.1%−28,127−95.5%減碼歷史
MDLZMondelez International, Inc.Stock5,252$32.8 萬<0.1%−16,750−76.1%減碼歷史
EMREmerson Electric CoStock3,444$33.1 萬<0.1%−10,940−76.1%減碼歷史
BNYBank of New York Mellon CorpStock6,509$33.3 萬<0.1%−8,669−57.1%減碼歷史
EDITEditas Medicine, Inc.COM5,900$33.4 萬<0.1%+649+12.4%加碼歷史
Pacer FDS Tr69374H741DATA AND INFRAST8,400$33.9 萬<0.1%−31−0.4%減碼–
Vanguard S&P 500 Growth ETF921932505ETF1,304$34.2 萬<0.1%00.0%不變–
iShares Tr464288281JPMORGAN USD EMG3,071$34.5 萬<0.1%+3,071新進–
Global X Lithium & Battery Tech ETF37954Y855ETF4,880$35.4 萬<0.1%+374+8.3%加碼–
ECORelectroCore, Inc.COM300,026$35.7 萬<0.1%+100,000+50.0%加碼歷史
ATRIAtrion CorpCOM580$36.0 萬<0.1%−59−9.2%減碼歷史
ACGLArch Capital Group Ltd.Stock9,281$36.1 萬<0.1%+12+0.1%加碼歷史

2021 年第 1 季之後清倉（356 檔）

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 356 檔。

Wealthspire Advisors, LLC 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
Vanguard Consumer Staples ETF92204A207ETF60,552$1,079 萬0.3%–
ADBEAdobe Inc.Stock15,693$746.0 萬0.2%歷史
iShares Tr46434V456MSCI INTL QUALTY198,825$724.5 萬0.2%–
iShares Tr46434V282U S EQUITY FACTR131,507$534.4 萬0.1%–
BXCBlueLinx Holdings Inc.COM NEW132,167$518.0 萬0.1%歷史
CPKChesapeake Utilities CorpCOM37,607$436.5 萬0.1%歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT281,541$337.8 萬0.1%歷史
Invesco BulletShares 2021 HY Corp (BSJL)46138J809Exchange Traded Fund145,636$335.8 萬0.1%–
TROWPrice T Rowe Group IncStock18,365$315.1 萬0.1%歷史
NOWServiceNow, Inc.Stock6,270$313.6 萬0.1%歷史
EGHT8X8 IncCOM95,731$310.6 萬0.1%歷史
ADSKAutodesk, Inc.COM11,173$309.7 萬0.1%歷史
J P Morgan Exchange-Traded F46641Q720BETBULD EUROPE99,262$271.8 萬0.1%–
ACIAlbertsons Companies, Inc.COMMON STOCK138,205$263.6 萬0.1%歷史
NVAXNovavax IncCOM NEW13,494$244.7 萬0.1%歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF46,691$241.3 萬0.1%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF75,219$235.5 萬0.1%–
ALLYAlly Financial Inc.Stock50,421$228.0 萬0.1%歷史
ISRGIntuitive Surgical IncCOM NEW3,066$226.6 萬0.1%歷史
Invesco Bulletshares 2022 HY Bd (BSJM)46138J874BULSHS 2022 HY83,558$195.1 萬<0.1%–
ILMNIllumina, Inc.COM4,964$190.6 萬<0.1%歷史
ITGartner IncCOM10,278$187.6 萬<0.1%歷史
ALGNAlign Technology IncCOM3,170$171.6 萬<0.1%歷史
BSCLBILI Social International, Inc.BULSHS 2021 CB80,333$169.7 萬<0.1%歷史
PEGPublic Service Enterprise Group IncCOM26,973$162.4 萬<0.1%歷史
DEDeere & CoStock4,283$160.2 萬<0.1%歷史
CSXCSX CorpStock14,608$140.9 萬<0.1%歷史
MUMicron Technology IncStock15,516$136.9 萬<0.1%歷史
CHTRCharter Communications, Inc.CL A2,086$128.7 萬<0.1%歷史
DOVDOVER CorpCOM9,350$128.2 萬<0.1%歷史
SPGIS&P Global Inc.Stock3,454$121.9 萬<0.1%歷史
J P Morgan Exchange-Traded F46641Q712BETBULD JAPAN42,456$120.9 萬<0.1%–
CCICrown Castle Inc.REIT6,924$119.2 萬<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF24,256$117.1 萬<0.1%–
BKNGBooking Holdings Inc.Stock500$116.5 萬<0.1%歷史
ELVElevance Health, Inc.Stock3,236$116.1 萬<0.1%歷史
EIXEdison InternationalStock19,387$113.6 萬<0.1%歷史
AONAon plcCL A4,918$113.2 萬<0.1%歷史
MSCIMSCI Inc.Stock2,693$112.9 萬<0.1%歷史
TJXTJX Companies IncStock17,020$112.6 萬<0.1%歷史
BCEBce IncCOM NEW24,407$110.2 萬<0.1%歷史
Global X FDS37954Y715RBTCS ARTFL INTE32,387$107.3 萬<0.1%–
WFCWells Fargo & CompanyStock26,441$103.3 萬<0.1%歷史
CMICummins IncStock3,943$102.2 萬<0.1%歷史
CLColgate Palmolive CoStock12,955$102.1 萬<0.1%歷史
NXPINXP Semiconductors N.V.COM5,072$102.1 萬<0.1%歷史
WMWaste Management IncStock7,889$101.8 萬<0.1%歷史
DOWDow Inc.Stock15,597$99.7 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB45,757$99.0 萬<0.1%–
J P Morgan Exchange-Traded F46641Q696BETABULDRS CDA33,105$97.8 萬<0.1%–
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,057$95.3 萬<0.1%歷史
iShares Tr46434V290US SML CAP EQT18,173$95.3 萬<0.1%–
AMDAdvanced Micro Devices IncStock11,921$93.6 萬<0.1%歷史
PLDPrologis, Inc.REIT8,752$92.8 萬<0.1%歷史
EBAYeBay IncCOM13,938$85.4 萬<0.1%歷史
DGDollar General CorpCOM4,161$84.3 萬<0.1%歷史
PNWPinnacle West Capital CorpCOM10,342$84.1 萬<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock5,587$83.8 萬<0.1%歷史
SHOPShopify Inc.Stock750$83.0 萬<0.1%歷史
TUTelus CorpCOM41,510$82.7 萬<0.1%歷史
METMetlife IncStock13,158$80.0 萬<0.1%歷史
MELIMercadolibre IncCOM538$79.2 萬<0.1%歷史
CoreSite Realty Corp21870Q105COM6,583$78.9 萬<0.1%–
MRSHMarsh & McLennan Companies, Inc.Stock6,419$78.2 萬<0.1%歷史
PGRProgressive CorpStock7,908$75.6 萬<0.1%歷史
APDAir Products & Chemicals, Inc.Stock2,605$73.3 萬<0.1%歷史
APHAmphenol CorpCL A10,968$72.4 萬<0.1%歷史
KEYKeycorpCOM36,214$72.4 萬<0.1%歷史
NEMNEWMONT CorpStock11,984$72.2 萬<0.1%歷史
DFSDiscover Financial ServicesCOM7,571$71.9 萬<0.1%歷史
BSXBoston Scientific CorpStock18,501$71.5 萬<0.1%歷史
EWEdwards Lifesciences CorpStock8,507$71.2 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM9,209$71.2 萬<0.1%歷史
PRUPrudential Financial IncStock7,738$70.5 萬<0.1%歷史
SLBSLB LimitedStock25,605$69.6 萬<0.1%歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF5,887$68.7 萬<0.1%–
HASHasbro, Inc.COM7,124$68.5 萬<0.1%歷史
AAgilent Technologies, Inc.COM5,351$68.0 萬<0.1%歷史
STZConstellation Brands, Inc.Stock2,966$67.6 萬<0.1%歷史
VMCVulcan Materials COCOM4,000$67.5 萬<0.1%歷史
CCOICogent Communications Holdings, Inc.COM NEW9,493$65.3 萬<0.1%歷史
GLWCorning IncCOM14,948$65.0 萬<0.1%歷史
SPGSimon Property Group Inc.REIT5,646$64.2 萬<0.1%歷史
THOThor Industries IncCOM4,658$62.8 萬<0.1%歷史
HUMHumana IncStock1,484$62.2 萬<0.1%歷史
ORIOld Republic International CorpCOM28,349$61.9 萬<0.1%歷史
DARDarling Ingredients Inc.COM8,364$61.5 萬<0.1%歷史
WMBWilliams Companies, Inc.COM25,808$61.1 萬<0.1%歷史
EQIXEquinix IncCOM884$60.1 萬<0.1%歷史
GILDGilead Sciences, Inc.Stock9,177$59.3 萬<0.1%歷史
TELTE Connectivity plcREG SHS4,556$58.8 萬<0.1%歷史
VRTXVertex Pharmaceuticals IncStock2,714$58.3 萬<0.1%歷史
KLACKLA CorpCOM NEW1,751$57.9 萬<0.1%歷史
ADIAnalog Devices IncStock3,656$56.7 萬<0.1%歷史
CBChubb LtdStock3,558$56.2 萬<0.1%歷史
BCOBrinks CoCOM7,098$56.2 萬<0.1%歷史
MNSTMonster Beverage CorpCOM6,151$56.0 萬<0.1%歷史
Paramount Global92556H206CL B12,418$56.0 萬<0.1%–
PIIPolaris Inc.Stock4,173$55.7 萬<0.1%歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD6,740$55.6 萬<0.1%–