Lyell Wealth Management, LP
- SEC CIK
- 0001686444
- 最新申報
- 2026/8/5
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/7 申報。只含多頭部位。
- 持股檔數
- 172
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.86 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 |
|---|---|---|---|---|---|---|---|
| WDAYWorkday, Inc. | CL A | 98,085 | $2,437 萬 | 3.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 179,295 | $2,190 萬 | 3.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 72,318 | $1,756 萬 | 2.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 73,855 | $1,741 萬 | 2.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,582 | $1,727 萬 | 2.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 56,825 | $1,674 萬 | 2.4% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 14,149 | $1,566 萬 | 2.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,406 | $1,528 萬 | 2.2% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 34,739 | $1,331 萬 | 1.9% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 38,825 | $1,323 萬 | 1.9% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 50,270 | $1,313 萬 | 1.9% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 80,385 | $1,224 萬 | 1.8% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 56,922 | $1,206 萬 | 1.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 39,477 | $1,205 萬 | 1.8% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 23,889 | $1,195 萬 | 1.7% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 25,947 | $1,185 萬 | 1.7% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 21,303 | $1,137 萬 | 1.7% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 88,587 | $1,112 萬 | 1.6% | – | – | – |
| DISWalt Disney Co | Stock | 60,227 | $1,111 萬 | 1.6% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 82,337 | $1,096 萬 | 1.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 48,182 | $1,046 萬 | 1.5% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 21,332 | $1,014 萬 | 1.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 28,758 | $1,014 萬 | 1.5% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 27,489 | $987.9 萬 | 1.4% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 30,732 | $987.4 萬 | 1.4% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 19,452 | $951.8 萬 | 1.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 43,924 | $930.0 萬 | 1.4% | – | – | 歷史 |
| GWREGuidewire Software, Inc. | COM | 86,380 | $877.9 萬 | 1.3% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 11,706 | $865.0 萬 | 1.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,167 | $862.1 萬 | 1.3% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 40,883 | $827.7 萬 | 1.2% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 24,733 | $796.6 萬 | 1.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 35,240 | $776.7 萬 | 1.1% | – | – | 歷史 |
| TEAMAtlassian Corp | CL A | 34,934 | $736.3 萬 | 1.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 46,338 | $729.7 萬 | 1.1% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 52,622 | $713.8 萬 | 1.0% | – | – | – |
| TGTTarget Corp | Stock | 35,617 | $705.5 萬 | 1.0% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 11,246 | $694.3 萬 | 1.0% | – | – | 歷史 |
| SYKStryker Corp | Stock | 27,777 | $680.1 萬 | 1.0% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 55,037 | $659.6 萬 | 1.0% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 32,553 | $650.0 萬 | 0.9% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 12,297 | $641.5 萬 | 0.9% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 45,494 | $640.7 萬 | 0.9% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 57,830 | $631.9 萬 | 0.9% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 25,703 | $626.0 萬 | 0.9% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 90,231 | $618.3 萬 | 0.9% | – | – | – |
| VZVerizon Communications Inc | Stock | 102,689 | $597.1 萬 | 0.9% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 15,408 | $591.8 萬 | 0.9% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 106,885 | $578.4 萬 | 0.8% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 61,467 | $571.6 萬 | 0.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 15,246 | $542.8 萬 | 0.8% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 37,004 | $520.3 萬 | 0.8% | – | – | 歷史 |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 191,676 | $505.8 萬 | 0.7% | – | – | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 193,993 | $493.9 萬 | 0.7% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 187,604 | $490.4 萬 | 0.7% | – | – | – |
| BABoeing Co | Stock | 18,690 | $476.1 萬 | 0.7% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 33,650 | $461.0 萬 | 0.7% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 45,923 | $452.1 萬 | 0.7% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 36,925 | $438.3 萬 | 0.6% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 5,808 | $437.9 萬 | 0.6% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 25,332 | $436.0 萬 | 0.6% | – | – | 歷史 |
| EXTRExtreme Networks Inc | COM | 480,724 | $420.6 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 164,270 | $408.2 萬 | 0.6% | – | – | – |
| BACBank of America Corp | Stock | 103,525 | $400.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 40,062 | $372.7 萬 | 0.5% | – | – | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 137,392 | $368.6 萬 | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,222 | $366.7 萬 | 0.5% | – | – | 歷史 |
| COUPCoupa Software Inc | COM | 14,167 | $360.5 萬 | 0.5% | – | – | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 30,099 | $338.4 萬 | 0.5% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 23,426 | $331.4 萬 | 0.5% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 36,896 | $328.8 萬 | 0.5% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 12,495 | $286.5 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 24,953 | $281.8 萬 | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 12,228 | $270.2 萬 | 0.4% | – | – | – |
| NWLNewell Brands Inc. | Stock | 99,868 | $267.4 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,225 | $214.1 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 2,908 | $194.2 萬 | 0.3% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 16,206 | $189.2 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,284 | $170.4 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 31,705 | $163.9 萬 | 0.2% | – | – | 歷史 |
| BALLBALL Corp | COM | 18,179 | $154.0 萬 | 0.2% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,710 | $152.4 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,830 | $148.9 萬 | 0.2% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,886 | $137.9 萬 | 0.2% | – | – | 歷史 |
| CRVLCorvel Corp | COM | 12,000 | $123.1 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 18,963 | $121.4 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 15,380 | $120.5 萬 | 0.2% | – | – | – |
| XLNXXilinx Inc | COM | 9,636 | $119.4 萬 | 0.2% | – | – | 歷史 |
| SONOSonos Inc | COM | 31,119 | $116.6 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,110 | $113.7 萬 | 0.2% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 12,832 | $113.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,585 | $103.8 萬 | 0.2% | – | – | – |
| NTESNetEase, Inc. | SPONSORED ADS | 10,010 | $103.4 萬 | 0.2% | – | – | 歷史 |
| CHGGChegg, Inc | COM | 11,505 | $98.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,588 | $98.2 萬 | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 9,304 | $97.5 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,695 | $96.8 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 12,845 | $95.0 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,855 | $93.7 萬 | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 3,677 | $91.5 萬 | 0.1% | – | – | 歷史 |