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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
iShares Tr46429B655FLTG RATE NT ETF18,378$93.4 萬<0.1%+18,378新進–
DHRDanaher CorpStock3,586$96.2 萬<0.1%−8,017−69.1%減碼歷史
Vanguard Short-Term Bond ETF921937827ETF11,734$96.4 萬<0.1%−1,279−9.8%減碼–
TFCTruist Financial CorpCOM17,442$96.8 萬<0.1%−20,240−53.7%減碼歷史
EIMEaton Vance Municipal Bond FundCOM71,891$98.3 萬<0.1%+15,245+26.9%加碼歷史
GWWW.W. Grainger, Inc.Stock2,300$100.7 萬<0.1%−567−19.8%減碼歷史
HEESH&E Equipment Services, Inc.COM30,406$101.2 萬<0.1%00.0%不變歷史
ABBVAbbVie Inc.Stock9,325$105.0 萬<0.1%−27,263−74.5%減碼歷史
BABoeing CoStock4,409$105.6 萬<0.1%−5,831−56.9%減碼歷史
LHLabcorp Holdings Inc.COM NEW3,866$106.6 萬<0.1%−4,041−51.1%減碼歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW16,551$107.1 萬<0.1%+16,551新進–
WECWec Energy Group, Inc.Stock12,112$107.7 萬<0.1%−3,600−22.9%減碼歷史
Pershing Square Tontine Hldg71531R109COM CL A48,369$110.1 萬<0.1%−3,500−6.7%減碼–
HSICHenry Schein IncCOM14,970$111.1 萬<0.1%−2,048−12.0%減碼歷史
UNPUnion Pacific CorpStock5,130$112.8 萬<0.1%−13,350−72.2%減碼歷史
AVGOBroadcom Inc.Stock2,393$114.1 萬<0.1%−6,875−74.2%減碼歷史
FASTFastenal CoStock22,114$115.0 萬<0.1%−6,190−21.9%減碼歷史
KMBKimberly Clark CorpStock8,686$116.2 萬<0.1%−4,105−32.1%減碼歷史
ETNEaton Corp plcStock7,884$116.8 萬<0.1%−7,207−47.8%減碼歷史
BNLBroadstone Net Lease, Inc.COM50,000$117.1 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN20,981$118.5 萬<0.1%+20,981新進–
VanEck ETF Trust92189F106GOLD MINERS ETF35,217$119.7 萬<0.1%+35,217新進–
NFLXNetflix IncStock2,277$120.3 萬<0.1%−8,214−78.3%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF33,173$121.7 萬<0.1%−15,343−31.6%減碼–
Schwab Strategic Tr808524789FUNDAMENTAL US B22,615$123.0 萬<0.1%−1,000−4.2%減碼–
CMCSAComcast CorpStock21,619$123.3 萬<0.1%−85,547−79.8%減碼歷史
SBUXStarbucks CorpStock11,143$124.6 萬<0.1%−49,977−81.8%減碼歷史
BABAAlibaba Group Holding LtdADR5,520$125.2 萬<0.1%−4,912−47.1%減碼歷史
MCDMcDonalds CorpStock5,434$125.5 萬<0.1%−14,324−72.5%減碼歷史
QCOMQualcomm IncStock8,851$126.5 萬<0.1%−12,858−59.2%減碼歷史
BLKBlackRock, Inc.COM1,496$130.9 萬<0.1%−1,818−54.9%減碼歷史
VICRVicor CorpCOM12,786$135.2 萬<0.1%−113−0.9%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT9,232$139.2 萬<0.1%−1,115−10.8%減碼–
BDXBecton Dickinson & CoStock5,803$141.1 萬<0.1%−4,125−41.5%減碼歷史
NKENIKE, Inc.Stock9,230$142.6 萬<0.1%−35,203−79.2%減碼歷史
CTEVClaritev CorpCOM151,332$144.1 萬<0.1%00.0%不變歷史
iShares Core MSCI Eafe ETF46432F842ETF19,397$145.2 萬<0.1%−11,346−36.9%減碼–
COSTCostco Wholesale CorpStock3,678$145.5 萬<0.1%−6,678−64.5%減碼歷史
LOWLowes Companies IncStock7,527$146.0 萬<0.1%−8,492−53.0%減碼歷史
CMGChipotle Mexican Grill IncCOM987$153.0 萬<0.1%−200−16.8%減碼歷史
INTCIntel CorpStock27,767$155.9 萬<0.1%−50,389−64.5%減碼歷史
Vanguard Total International Bond ETF92203J407ETF28,454$162.5 萬<0.1%+7,724+37.3%加碼–
SPDR Series Trust78468R721STATE STREET SPD31,420$163.7 萬<0.1%−3,989−11.3%減碼–
NSCNorfolk Southern CorpStock6,265$166.3 萬<0.1%−2,421−27.9%減碼歷史
NEENextera Energy IncStock22,806$167.1 萬<0.1%−27,796−54.9%減碼歷史
MRKMerck & Co., Inc.Stock22,820$177.5 萬<0.1%−45,033−66.4%減碼歷史
WMTWalmart Inc.Stock12,610$177.8 萬<0.1%−17,790−58.5%減碼歷史
CVXChevron CorpStock17,062$178.7 萬<0.1%−19,437−53.3%減碼歷史
Vanguard Information Technology ETF92204A702ETF4,616$184.1 萬<0.1%+574+14.2%加碼–
CHHChoice Hotels International IncCOM15,517$184.4 萬<0.1%−213−1.4%減碼歷史
TAT&T Inc.Stock66,104$190.2 萬0.1%−50,639−43.4%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 15,546$191.3 萬0.1%−1,594−22.3%減碼歷史
CPRXCatalyst Pharmaceuticals, Inc.COM337,770$194.2 萬0.1%00.0%不變歷史
MMM3M CoStock9,819$195.0 萬0.1%−14,892−60.3%減碼歷史
FISVFiserv IncStock18,664$199.5 萬0.1%−6,388−25.5%減碼歷史
XOMExxonMobil Holdings CorpCOM31,915$201.3 萬0.1%−43,917−57.9%減碼歷史
ARK Innovation ETF00214Q104ETF15,560$203.5 萬0.1%+4,755+44.0%加碼–
iShares Tr464288570ESG MSCI KLD ETF24,574$203.5 萬0.1%−632−2.5%減碼–
ABTAbbott LaboratoriesStock17,602$204.1 萬0.1%−54,951−75.7%減碼歷史
TGTTarget CorpStock8,484$205.1 萬0.1%−5,738−40.3%減碼歷史
iShares Tr46432F859CORE 1 5 YR USD41,304$211.8 萬0.1%−49,775−54.7%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF27,871$218.1 萬0.1%−314−1.1%減碼–
IBMInternational Business Machines CorpStock14,884$218.2 萬0.1%−10,264−40.8%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF20,974$219.7 萬0.1%+11,914+131.5%加碼–
HDHome Depot, Inc.Stock6,899$220.0 萬0.1%−22,390−76.4%減碼歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS35,205$238.7 萬0.1%−2,816−7.4%減碼–
PAGPenske Automotive Group, Inc.COM32,000$241.6 萬0.1%00.0%不變歷史
iShares Tr46434V647GLOBAL REIT ETF92,381$256.1 萬0.1%+7,054+8.3%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF14,795$256.9 萬0.1%−382−2.5%減碼–
BXBlackstone Inc.COM26,550$257.9 萬0.1%−18,228−40.7%減碼歷史
VVisa Inc.Stock11,296$264.1 萬0.1%−32,411−74.2%減碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS43,665$268.2 萬0.1%−4,333−9.0%減碼–
AUBAtlantic Union Bankshares CorpCOM77,358$280.2 萬0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE49,628$290.7 萬0.1%+49,628新進–
iShares Core High Dividend ETF46429B663ETF30,154$291.1 萬0.1%+3,472+13.0%加碼–
UTGReaves Utility Income FundCOM SH BEN INT84,935$291.4 萬0.1%+37,441+78.8%加碼歷史
GOOGAlphabet Inc.Stock1,163$291.6 萬0.1%−5,220−81.8%減碼歷史
UBSIUnited Bankshares IncCOM80,396$293.4 萬0.1%+49+0.1%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD55,165$295.1 萬0.1%+9,122+19.8%加碼–
iShares Tr464287150CORE S&P TTL STK29,955$295.8 萬0.1%−2,992−9.1%減碼–
BACBank of America CorpStock72,913$300.6 萬0.1%−95,211−56.6%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF33,086$302.6 萬0.1%−10,538−24.2%減碼–
PEPPepsiCo IncStock21,702$321.6 萬0.1%−28,363−56.7%減碼歷史
VanEck Vectors ETF Tr92189F726BIOTECH ETF15,955$321.8 萬0.1%+7,367+85.8%加碼–
JNJJohnson & JohnsonStock19,866$327.3 萬0.1%−301,926−93.8%減碼歷史
PGProcter & Gamble CoStock24,477$330.3 萬0.1%−40,028−62.1%減碼歷史
iShares Tr464287556ISHARES BIOTECH20,595$337.0 萬0.1%+794+4.0%加碼–
UNHUnitedHealth Group IncStock8,826$353.4 萬0.1%−14,875−62.8%減碼歷史
MAMastercard IncStock9,950$363.3 萬0.1%−18,296−64.8%減碼歷史
DISWalt Disney CoStock20,703$363.9 萬0.1%−19,409−48.4%減碼歷史
iShares S&P 500 Value ETF464287408ETF25,292$373.4 萬0.1%−146−0.6%減碼–
EGBNEagle Bancorp IncCOM70,991$398.1 萬0.1%−68−0.1%減碼歷史
JPMJPMorgan Chase & CoStock25,786$401.1 萬0.1%−32,593−55.8%減碼歷史
METAMeta Platforms, Inc.Stock11,658$405.4 萬0.1%−52,997−82.0%減碼歷史
PLTRPalantir Technologies Inc.Stock160,750$423.7 萬0.1%−930−0.6%減碼歷史
PFEPfizer IncStock113,931$446.2 萬0.1%−69,436−37.9%減碼歷史
KOCoca Cola CoStock85,118$460.6 萬0.1%−47,228−35.7%減碼歷史
GOOGLAlphabet Inc.Stock1,907$465.6 萬0.1%−5,165−73.0%減碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF10,520$516.5 萬0.1%+101+1.0%加碼歷史
ENXEaton Vance New York Municipal Bond FundCOM408,156$524.5 萬0.1%+24,674+6.4%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%–