TRUE Private Wealth Advisors
- SEC CIK
- 0001667074
- 最新申報
- 2026/7/23
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/12 申報。只含多頭部位。
- 持股檔數
- 233
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.19 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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287796 | U.S. ENERGY ETF | 19,370 | $50.8 萬 | 0.1% | – | – | – |
| CLXClorox Co | Stock | 2,733 | $52.7 萬 | 0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 5,383 | $52.8 萬 | 0.1% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 4,484 | $53.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,927 | $54.4 萬 | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 2,195 | $54.6 萬 | 0.1% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,661 | $55.9 萬 | 0.1% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,180 | $56.1 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,153 | $56.6 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 3,052 | $58.0 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,298 | $59.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 5,805 | $59.5 萬 | 0.1% | – | – | – |
| Vanguard Materials ETF92204A801 | ETF | 3,465 | $59.9 萬 | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 12,398 | $60.8 萬 | 0.1% | – | – | – |
| MARMarriott International Inc | Stock | 4,223 | $62.5 萬 | 0.1% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 9,439 | $64.6 萬 | 0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 4,872 | $65.1 萬 | 0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 8,443 | $65.6 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 9,378 | $65.8 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,447 | $66.1 萬 | 0.1% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,510 | $67.3 萬 | 0.1% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 7,846 | $68.8 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,904 | $70.8 萬 | 0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 9,561 | $71.3 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 13,836 | $72.0 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 3,342 | $72.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 7,321 | $73.5 萬 | 0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 3,074 | $74.6 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,697 | $75.9 萬 | 0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 10,541 | $76.7 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,489 | $77.7 萬 | 0.1% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 4,323 | $79.7 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 4,031 | $79.8 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,036 | $80.6 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 6,899 | $82.7 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,872 | $82.8 萬 | 0.1% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 19,650 | $83.0 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,009 | $85.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 7,034 | $88.3 萬 | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,089 | $89.6 萬 | 0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 3,918 | $90.8 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 5,067 | $91.1 萬 | 0.1% | – | – | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 14,713 | $92.5 萬 | 0.1% | – | – | – |
| INTCIntel Corp | Stock | 14,583 | $93.3 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 10,946 | $94.4 萬 | 0.2% | – | – | – |
| KMBKimberly Clark Corp | Stock | 6,786 | $95.1 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,498 | $97.7 萬 | 0.2% | – | – | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 19,153 | $97.9 萬 | 0.2% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,961 | $99.5 萬 | 0.2% | – | – | – |
| WFCWells Fargo & Company | Stock | 26,444 | $103.3 萬 | 0.2% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 4,628 | $104.9 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,524 | $107.6 萬 | 0.2% | – | – | – |
| CMCSAComcast Corp | Stock | 20,145 | $109.0 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 12,211 | $109.8 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 8,174 | $110.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 21,938 | $110.8 萬 | 0.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,575 | $111.1 萬 | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 21,290 | $113.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 22,204 | $113.2 萬 | 0.2% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 45,808 | $120.0 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,251 | $120.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,746 | $120.7 萬 | 0.2% | – | – | – |
| NWNNorthwest Natural Holding Co | COM | 24,123 | $130.1 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 15,839 | $132.0 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 25,830 | $133.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 7,757 | $138.2 萬 | 0.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 10,131 | $143.1 萬 | 0.2% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 28,057 | $148.0 萬 | 0.2% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 27,260 | $149.1 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 8,238 | $152.0 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,009 | $152.9 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,597 | $161.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 30,304 | $162.3 萬 | 0.3% | – | – | – |
| VVisa Inc. | Stock | 7,985 | $169.1 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 16,329 | $178.4 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 26,481 | $182.5 萬 | 0.3% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 18,600 | $183.1 萬 | 0.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,288 | $185.4 萬 | 0.3% | – | – | – |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 45,063 | $186.2 萬 | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 32,535 | $189.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 20,971 | $190.6 萬 | 0.3% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 8,761 | $196.1 萬 | 0.3% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 12,812 | $215.3 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,045 | $216.2 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,486 | $218.3 萬 | 0.4% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 30,795 | $225.8 萬 | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 12,244 | $228.7 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,571 | $252.4 萬 | 0.4% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 21,198 | $254.3 萬 | 0.4% | – | – | – |
| BABoeing Co | Stock | 10,547 | $268.7 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 24,938 | $270.4 萬 | 0.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 7,848 | $276.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 29,978 | $278.9 萬 | 0.5% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,201 | $279.1 萬 | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 17,023 | $279.8 萬 | 0.5% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 66,029 | $286.0 萬 | 0.5% | – | – | – |
| USBUS Bancorp DE | COM NEW | 54,630 | $304.5 萬 | 0.5% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 23,619 | $314.5 萬 | 0.5% | – | – | 歷史 |
| RTXRTX Corp | Stock | 40,729 | $314.7 萬 | 0.5% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 95,985 | $326.8 萬 | 0.5% | – | – | – |