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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 4 季持倉

持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
534
較 2021 年第 3 季 −43
總值
$45.2 億
較 2021 年第 3 季 −$2.99 億 (−6.2%)
申報日
2022/2/14
SEC
Wealthspire Advisors, LLC 在 2021 年第 4 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$2.90 萬<0.1%00.0%不變歷史
MREOMereo BioPharma Group plcSPON ADS19,276$3.10 萬<0.1%+19,276新進歷史
TELLTellurian Inc.COM10,500$3.20 萬<0.1%00.0%不變歷史
TXMDTherapeuticsMD, Inc.COM109,984$3.90 萬<0.1%+70,000+175.1%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR20,202$5.20 萬<0.1%−1,124−5.3%減碼歷史
DIDIYDiDi Global Inc.SPONSORED ADS13,603$6.80 萬<0.1%+13,603新進歷史
DBDDiebold Nixdorf, IncCOM10,000$9.10 萬<0.1%00.0%不變歷史
XAIRBeyond Air, Inc.COM10,000$9.40 萬<0.1%00.0%不變歷史
OSSOne Stop Systems, Inc.COM20,000$9.90 萬<0.1%00.0%不變歷史
FENCFennec Pharmaceuticals Inc.COM25,000$11.0 萬<0.1%+25,000新進歷史
FRGIFiesta Restaurant Group, Inc.COM10,671$11.7 萬<0.1%00.0%不變歷史
PFLTPennantPark Floating Rate Capital Ltd.COM10,000$12.8 萬<0.1%+10,000新進歷史
AGNCAGNC Investment Corp.REIT11,259$16.9 萬<0.1%+11,259新進歷史
ATROAstronics CorpCOM14,778$17.7 萬<0.1%+911+6.6%加碼歷史
AMCRAmcor plcORD16,792$20.2 萬<0.1%+16,792新進歷史
Vanguard Consumer Discretionary ETF92204A108ETF596$20.3 萬<0.1%−172−22.4%減碼–
WSMWilliams Sonoma IncCOM1,199$20.3 萬<0.1%+62+5.5%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM2,638$20.3 萬<0.1%+2,638新進歷史
GSKGSK plcSPONSORED ADR4,645$20.5 萬<0.1%−1,225−20.9%減碼歷史
XELXcel Energy IncStock3,058$20.7 萬<0.1%+3,058新進歷史
TTWOTake Two Interactive Software IncCOM1,169$20.8 萬<0.1%−2,825−70.7%減碼歷史
WTRGEssential Utilities, Inc.COM3,924$21.1 萬<0.1%+3,924新進歷史
KRKroger CoStock4,674$21.2 萬<0.1%+4,674新進歷史
ETREntergy CorpCOM1,886$21.2 萬<0.1%+1,886新進歷史
ProShares Tr74347R107PSHS ULT S&P 5001,445$21.2 萬<0.1%+1,445新進–
RMDResmed IncCOM812$21.2 萬<0.1%−81−9.1%減碼歷史
MSIMotorola Solutions, Inc.Stock789$21.4 萬<0.1%−233−22.8%減碼歷史
OTISOtis Worldwide CorpStock2,455$21.4 萬<0.1%−350−12.5%減碼歷史
TSCOTractor Supply CoCOM898$21.4 萬<0.1%+898新進歷史
CTVACorteva, Inc.Stock4,555$21.5 萬<0.1%+4,555新進歷史
NTRSNorthern Trust CorpCOM1,800$21.5 萬<0.1%+1,800新進歷史
CPCanadian Pacific Kansas City LtdCOM2,991$21.5 萬<0.1%+2,991新進歷史
CAHCardinal Health IncStock4,193$21.6 萬<0.1%+4,193新進歷史
CTSHCognizant Technology Solutions CorpCL A2,429$21.6 萬<0.1%+2,429新進歷史
HBMDHoward Bancorp IncCOM9,949$21.7 萬<0.1%−50−0.5%減碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF3,017$21.9 萬<0.1%−125−4.0%減碼–
JBGSJBG Smith PropertiesCOM7,645$21.9 萬<0.1%+129+1.7%加碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM3,319$22.0 萬<0.1%+3,319新進歷史
SLFSun Life Financial IncCOM3,952$22.0 萬<0.1%+3,952新進歷史
SPGSimon Property Group Inc.REIT1,385$22.1 萬<0.1%+1,385新進歷史
ENTGEntegris IncCOM1,623$22.5 萬<0.1%−478−22.8%減碼歷史
CPRTCopart IncCOM1,504$22.8 萬<0.1%+1,504新進歷史
IRMIron Mountain IncCOM4,375$22.9 萬<0.1%+4,375新進歷史
NLYAnnaly Capital Management IncCOM29,468$23.0 萬<0.1%+29,468新進歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF1,662$23.1 萬<0.1%−361−17.8%減碼–
JCIJohnson Controls International plcStock2,867$23.3 萬<0.1%−4,991−63.5%減碼歷史
CMICummins IncStock1,068$23.3 萬<0.1%+49+4.8%加碼歷史
iShares Tr464288760US AER DEF ETF2,276$23.4 萬<0.1%+2+0.1%加碼–
TWTRTwitter, Inc.COM5,446$23.5 萬<0.1%−326−5.6%減碼歷史
ABNBAirbnb, Inc.Stock1,429$23.8 萬<0.1%+1,429新進歷史
SJMJ M SMUCKER CoStock1,768$24.0 萬<0.1%+98+5.9%加碼歷史
KLACKLA CorpCOM NEW558$24.0 萬<0.1%+558新進歷史
iShares Tr464288117INTL TREA BD ETF4,777$24.0 萬<0.1%+42+0.9%加碼–
MPCMarathon Petroleum CorpStock3,764$24.1 萬<0.1%−756−16.7%減碼歷史
MROMarathon Oil CorpCOM14,767$24.2 萬<0.1%+14,767新進歷史
ILMNIllumina, Inc.COM639$24.3 萬<0.1%+639新進歷史
SBACSba Communications CorpCL A627$24.4 萬<0.1%−253−28.7%減碼歷史
MCHPMicrochip Technology IncStock2,818$24.5 萬<0.1%+2,818新進歷史
Invesco S&P 500 Quality ETF46137V241ETF4,616$24.6 萬<0.1%+14+0.3%加碼–
iShares Tr464287861EUROPE ETF4,527$24.6 萬<0.1%+51+1.1%加碼–
PAAPlains All American Pipeline LPUNIT LTD PARTN26,300$24.6 萬<0.1%−15,478−37.0%減碼歷史
GPNGlobal Payments IncStock1,825$24.7 萬<0.1%−497−21.4%減碼歷史
BPBP PLCADR9,298$24.8 萬<0.1%+1,476+18.9%加碼歷史
NUENucor CorpCOM2,171$24.8 萬<0.1%+2,171新進歷史
WSOWatsco IncCOM792$24.8 萬<0.1%+792新進歷史
FCNFti Consulting, IncCOM1,615$24.8 萬<0.1%+42+2.7%加碼歷史
VODVodafone Group Public Ltd CoADR16,697$24.9 萬<0.1%−2,236−11.8%減碼歷史
AZOAutoZone IncCOM119$24.9 萬<0.1%+119新進歷史
BKNGBooking Holdings Inc.Stock104$25.0 萬<0.1%−286−73.3%減碼歷史
CNCCentene CorpStock3,054$25.2 萬<0.1%+3,054新進歷史
CMGChipotle Mexican Grill IncCOM145$25.3 萬<0.1%−103−41.5%減碼歷史
WELLWelltower Inc.REIT2,962$25.4 萬<0.1%−2,315−43.9%減碼歷史
iShares Tr464288794US BR DEL SE ETF2,310$25.5 萬<0.1%−175−7.0%減碼–
Vanguard Intl Equity Index F922042676GLB EX US ETF4,726$25.5 萬<0.1%−8−0.2%減碼–
WBAWalgreens Boots Alliance, Inc.COM4,884$25.5 萬<0.1%−6,393−56.7%減碼歷史
FTNTFortinet, Inc.Stock712$25.6 萬<0.1%−104−12.7%減碼歷史
ITGartner IncCOM770$25.7 萬<0.1%+770新進歷史
YUMYum Brands IncStock1,861$25.8 萬<0.1%+1,861新進歷史
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF9,925$25.8 萬<0.1%+9,925新進–
ADMArcher-Daniels-Midland CoStock3,830$25.9 萬<0.1%+363+10.5%加碼歷史
AMEAmetek IncCOM1,771$26.0 萬<0.1%+1,771新進歷史
GLWCorning IncCOM7,007$26.1 萬<0.1%+7,007新進歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF4,714$26.2 萬<0.1%−1,885−28.6%減碼–
BSXBoston Scientific CorpStock6,159$26.2 萬<0.1%+699+12.8%加碼歷史
NXPINXP Semiconductors N.V.COM1,151$26.2 萬<0.1%−524−31.3%減碼歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF4,861$26.3 萬<0.1%−79−1.6%減碼–
CBChubb LtdStock1,370$26.5 萬<0.1%−3,155−69.7%減碼歷史
iShares U.S. Healthcare Providers ETF464288828ETF916$26.6 萬<0.1%−99−9.8%減碼–
PSXPhillips 66Stock3,676$26.6 萬<0.1%+122+3.4%加碼歷史
QLYSQualys, Inc.COM1,937$26.6 萬<0.1%+1,937新進歷史
iShares Tr46435U663ESG AWARE MSCI6,607$26.6 萬<0.1%00.0%不變–
POOLPool CorpCOM470$26.6 萬<0.1%−2−0.4%減碼歷史
WMBWilliams Companies, Inc.COM10,319$26.9 萬<0.1%+1,532+17.4%加碼歷史
ULUnilever PLCSPON ADR NEW5,015$27.0 萬<0.1%−3,698−42.4%減碼歷史
URIUnited Rentals, Inc.COM815$27.1 萬<0.1%+815新進歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF5,305$27.4 萬<0.1%00.0%不變–
SLViShares Silver TrustETF12,987$27.9 萬<0.1%−10,000−43.5%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,367$27.9 萬<0.1%+130+10.5%加碼–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW3,546$27.9 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF3,625$27.9 萬<0.1%−455−11.2%減碼–

2021 年第 3 季之後清倉（112 檔）

2021 年第 3 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 112 檔。

Wealthspire Advisors, LLC 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
iShares Inc464286525MSCI GBL MIN VOL965,855$9,922 萬2.1%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF812,196$4,098 萬0.9%–
WisdomTree Tr97717W802ITL HIGH DIV FD1,039,432$3,938 萬0.8%–
Vanguard Total World Stock ETF922042742ETF324,378$3,303 萬0.7%–
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ547,116$3,300 萬0.7%–
Flexshares Tr33939L837INTL QLTDV IDX887,704$2,238 萬0.5%–
BZHBeazer Homes USA IncCOM NEW684,485$1,181 萬0.2%歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF239,087$1,104 萬0.2%–
Flexshares Tr33939L860QUALT DIVD IDX194,035$1,080 萬0.2%–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG75,859$652.6 萬0.1%–
KDMNKadmon Holdings, Inc.COM389,000$338.8 萬0.1%歷史
Invesco BulletShares 2021 HY Corp (BSJL)46138J809Exchange Traded Fund126,594$291.0 萬0.1%–
BSCLBILI Social International, Inc.BULSHS 2021 CB120,864$254.9 萬0.1%歷史
SPDR Ser Tr78468R648S&P KENSHO NEW38,261$233.0 萬<0.1%–
SPDR Index Shs FDS78463X459ST STR SP GLBDIV35,000$230.8 萬<0.1%–
Osi ETF Tr67110P100OSHARES US SMLCP64,000$221.6 萬<0.1%–
iShares Inc464286319EM MKTS DIV ETF48,650$189.2 萬<0.1%–
Alps ETF Tr00162Q452ALERIAN MLP54,485$181.6 萬<0.1%–
iShares Tr464288273EAFE SML CP ETF24,200$180.1 萬<0.1%–
WisdomTree Tr97717W505US MIDCAP DIVID37,850$156.9 萬<0.1%–
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE38,000$148.0 萬<0.1%–
HYTBlackRock Corporate High Yield Fund, Inc.COM112,012$136.7 萬<0.1%歷史
J P Morgan Exchange-Traded F46641Q795US DIVIDEND39,000$123.7 萬<0.1%–
CATYCathay General BancorpCOM28,158$116.5 萬<0.1%歷史
VanEck ETF Trust92189F106GOLD MINERS ETF33,364$98.3 萬<0.1%–
Global X FDS37950E549GLB X SUPERDIV67,500$89.3 萬<0.1%–
DBX ETF Tr233051200XTRACK MSCI EAFE23,000$86.8 萬<0.1%–
iShares Tr464288687PFD AND INCM SEC18,050$70.1 萬<0.1%–
JLLJones Lang Lasalle IncCOM2,811$69.7 萬<0.1%歷史
ZBRAZebra Technologies CorpCL A1,168$60.2 萬<0.1%歷史
BRBroadridge Financial Solutions, Inc.Stock3,607$60.1 萬<0.1%歷史
BCEBce IncCOM NEW11,806$59.1 萬<0.1%歷史
JDJD.com, Inc.SPON ADS CL A8,134$58.8 萬<0.1%歷史
NRKNuveen New York Amt-Free Quality Municipal Income FundCOM42,361$58.6 萬<0.1%歷史
ULTAUlta Beauty, Inc.Stock1,610$58.1 萬<0.1%歷史
STESTERIS plcSHS USD2,834$57.9 萬<0.1%歷史
MTCHMatch Group, Inc.COM3,669$57.6 萬<0.1%歷史
Schwab U.S. Broad Market ETF808524102ETF5,537$57.5 萬<0.1%–
RVTYRevvity, Inc.COM3,098$53.7 萬<0.1%歷史
TGTXTG Therapeutics, Inc.COM14,913$49.6 萬<0.1%歷史
BDJBlackRock Enhanced Equity Dividend TrustCOM48,787$47.8 萬<0.1%歷史
MKLMarkel Group Inc.COM399$47.7 萬<0.1%歷史
WDAYWorkday, Inc.CL A1,856$46.4 萬<0.1%歷史
iShares Inc464286533MSCI EMERG MRKT7,250$45.4 萬<0.1%–
LULUlululemon athletica inc.Stock1,075$43.5 萬<0.1%歷史
iShares Tr464287721U.S. TECH ETF4,298$43.5 萬<0.1%–
OSHOak Street Health, Inc.COM10,000$42.5 萬<0.1%歷史
TRVTravelers Companies, Inc.Stock2,758$41.9 萬<0.1%歷史
iShares Inc46434G863ESG AWR MSCI EM9,557$39.6 萬<0.1%–
CPBCAMPBELL'S CoCOM9,011$37.7 萬<0.1%歷史
IAAIAA, Inc.COM6,821$37.2 萬<0.1%歷史
UBSIUnited Bankshares IncCOM10,108$36.8 萬<0.1%歷史
DOCHealthpeak Properties, Inc.COM10,902$36.5 萬<0.1%歷史
iShares Tr464288588MBS ETF3,376$36.5 萬<0.1%–
TWLOTwilio IncCL A1,126$35.9 萬<0.1%歷史
TMToyota Motor CorpADS2,016$35.8 萬<0.1%歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN2,466$35.5 萬<0.1%–
VICIVici Properties Inc.COM12,383$35.2 萬<0.1%歷史
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM17,250$34.8 萬<0.1%歷史
XYZBlock, Inc.CL A1,431$34.3 萬<0.1%歷史
ECORelectroCore, Inc.COM300,026$33.9 萬<0.1%歷史
FBINFortune Brands Innovations, Inc.COM3,582$32.0 萬<0.1%歷史
BHCBausch Health Companies Inc.Stock11,422$31.8 萬<0.1%歷史
CVNACarvana Co.CL A1,051$31.7 萬<0.1%歷史
NNYNuveen New York Municipal Value FundCOM31,000$31.1 萬<0.1%歷史
DLTRDollar Tree, Inc.COM3,159$30.2 萬<0.1%歷史
ETF Managers Tr26924G508ETFMG ALTR HRVST20,863$30.0 萬<0.1%–
WisdomTree Tr97717X560EQUITY PREMIUM8,924$29.1 萬<0.1%–
IPInternational Paper CoCOM5,186$29.0 萬<0.1%歷史
SESea LtdSPONSORD ADS904$28.8 萬<0.1%歷史
ANSSAnsys IncCOM844$28.7 萬<0.1%歷史
BILLBILL Holdings, Inc.Stock1,050$28.0 萬<0.1%歷史
AAgilent Technologies, Inc.COM1,777$28.0 萬<0.1%歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR20,000$27.6 萬<0.1%歷史
JEFJefferies Financial Group Inc.COM6,909$25.7 萬<0.1%歷史
SAPSAP SEADR1,864$25.2 萬<0.1%歷史
KRNTKornit Digital Ltd.SHS1,740$25.2 萬<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock1,707$25.0 萬<0.1%歷史
iShares Inc464286772MSCI STH KOR ETF3,046$24.6 萬<0.1%–
SNPSSynopsys IncCOM814$24.4 萬<0.1%歷史
ANVSAnnovis Bio, Inc.COM7,500$23.8 萬<0.1%歷史
CAGConagra Brands Inc.Stock6,969$23.6 萬<0.1%歷史
KEYSKeysight Technologies, Inc.Stock1,405$23.1 萬<0.1%歷史
RIORio Tinto PLCADR3,414$22.8 萬<0.1%歷史
USOUnited States Oil Fund, LPUNITS4,241$22.3 萬<0.1%歷史
MRNAModerna, Inc.Stock578$22.2 萬<0.1%歷史
SNAPSnap IncStock2,995$22.1 萬<0.1%歷史
iShares Tr464287234MSCI EMG MKT ETF4,318$21.8 萬<0.1%–
PFGPrincipal Financial Group IncCOM3,392$21.8 萬<0.1%歷史
TRIThomson Reuters CorpCOM NEW1,970$21.8 萬<0.1%歷史
ENBEnbridge IncStock5,405$21.5 萬<0.1%歷史
MTBM&T Bank CorpCOM1,408$21.0 萬<0.1%歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF4,600$20.8 萬<0.1%–
STEWSRH Total Return Fund, Inc.COM15,789$20.7 萬<0.1%歷史
LUVSouthwest Airlines CoCOM4,022$20.7 萬<0.1%歷史
DKNGDraftKings Inc.COM CL A4,229$20.4 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E115S&P SMLCP INFO1,435$20.0 萬<0.1%–
VTRSViatris IncStock13,198$17.9 萬<0.1%歷史
EVMEaton Vance California Municipal Bond FundCOM13,270$15.8 萬<0.1%歷史
FNBFNB CorpCOM12,654$14.7 萬<0.1%歷史