IHT Wealth Management, LLC
- SEC CIK
- 0001697490
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/18 申報。只含多頭部位。
- 持股檔數
- 828
- 2020 年第 4 季沒有 13F 資料
- 總值
- $13.9 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 386,335 | $4,719 萬 | 3.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 93,026 | $3,687 萬 | 2.7% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 335,653 | $3,632 萬 | 2.6% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 81,773 | $3,253 萬 | 2.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 99,400 | $3,172 萬 | 2.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 227,959 | $2,732 萬 | 2.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,533 | $2,331 萬 | 1.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 359,774 | $2,029 萬 | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 76,538 | $1,805 萬 | 1.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 463,374 | $1,756 萬 | 1.3% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 414,935 | $1,467 萬 | 1.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 128,165 | $1,459 萬 | 1.0% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 207,584 | $1,358 萬 | 1.0% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 164,553 | $1,349 萬 | 1.0% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 190,334 | $1,348 萬 | 1.0% | – | – | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 143,386 | $1,348 萬 | 1.0% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 106,161 | $1,253 萬 | 0.9% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 144,665 | $1,242 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 58,175 | $1,202 萬 | 0.9% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 129,577 | $1,187 萬 | 0.9% | – | – | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 157,229 | $1,181 萬 | 0.8% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 163,222 | $1,129 萬 | 0.8% | – | – | – |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 715,193 | $1,057 萬 | 0.8% | – | – | 歷史 |
| HFROHighland Opportunities & Income Fund | HIGHLAND INCOME | 927,601 | $1,029 萬 | 0.7% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 74,930 | $995.1 萬 | 0.7% | – | – | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 140,098 | $961.1 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 217,394 | $918.9 萬 | 0.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 4,305 | $890.5 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 96,169 | $873.1 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,867 | $797.6 萬 | 0.6% | – | – | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 130,017 | $743.6 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 193,793 | $736.0 萬 | 0.5% | – | – | – |
| BABoeing Co | Stock | 28,146 | $716.9 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 102,289 | $704.8 萬 | 0.5% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 342,496 | $690.1 萬 | 0.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 26,441 | $688.2 萬 | 0.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 30,719 | $678.7 萬 | 0.5% | – | – | – |
| DISWalt Disney Co | Stock | 36,270 | $669.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 25,456 | $654.3 萬 | 0.5% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 29,498 | $643.3 萬 | 0.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 25,110 | $641.5 萬 | 0.5% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 17,230 | $627.7 萬 | 0.5% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 53,081 | $619.7 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 43,384 | $614.6 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 9,040 | $603.8 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 11,187 | $597.3 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 54,991 | $596.8 萬 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 19,016 | $560.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 113,410 | $557.0 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 56,735 | $554.0 萬 | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 35,079 | $534.0 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 91,470 | $531.9 萬 | 0.4% | – | – | – |
| VVisa Inc. | Stock | 24,960 | $528.5 萬 | 0.4% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 32,198 | $515.0 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 16,245 | $495.9 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 103,788 | $483.8 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 31,875 | $483.1 萬 | 0.3% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 55,439 | $478.2 萬 | 0.3% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 9,739 | $476.5 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 28,846 | $474.1 萬 | 0.3% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 37,755 | $473.8 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 156,248 | $473.0 萬 | 0.3% | – | – | 歷史 |
| FS KKR Cap Corp II35952V303 | COM | 235,489 | $459.9 萬 | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 76,687 | $445.9 萬 | 0.3% | – | – | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 30,285 | $436.7 萬 | 0.3% | – | – | – |
| ACNAccenture plc | Stock | 15,795 | $436.3 萬 | 0.3% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 25,708 | $432.1 萬 | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 19,268 | $431.9 萬 | 0.3% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 19,834 | $430.5 萬 | 0.3% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 35,674 | $427.9 萬 | 0.3% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 18,705 | $424.1 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 137,946 | $409.0 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 55,577 | $405.7 萬 | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 62,452 | $401.9 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 34,882 | $396.4 萬 | 0.3% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 17,241 | $394.4 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 28,976 | $393.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 13,539 | $390.6 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,006 | $389.0 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 74,298 | $389.0 萬 | 0.3% | – | – | – |
| Strategy Shs86280R803 | DAY HAGAN SMART | 121,775 | $376.1 萬 | 0.3% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 39,264 | $372.6 萬 | 0.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 30,319 | $369.2 萬 | 0.3% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 53,162 | $368.3 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 79,513 | $363.9 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 99,291 | $359.7 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 26,212 | $355.0 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 55,501 | $353.3 萬 | 0.3% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 50,887 | $347.6 萬 | 0.3% | – | – | – |
| SLViShares Silver Trust | ETF | 147,184 | $334.1 萬 | 0.2% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 33,246 | $327.3 萬 | 0.2% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 38,684 | $326.9 萬 | 0.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 8,995 | $322.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 19,454 | $322.2 萬 | 0.2% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 50,081 | $320.7 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 77,715 | $316.2 萬 | 0.2% | – | – | – |
| iShares Tr46435G342 | MORTGE REL ETF | 89,546 | $315.7 萬 | 0.2% | – | – | – |
| GEGeneral Electric Co | COM | 239,501 | $314.5 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 34,141 | $306.5 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 35,909 | $304.2 萬 | 0.2% | – | – | – |