HCR Wealth Advisors
- SEC CIK
- 0001697715
- 最新申報
- 2026/7/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 180
- 2020 年第 4 季沒有 13F 資料
- 總值
- $5.06 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 | 596,614 | $7,288 萬 | 14.4% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 623,855 | $6,307 萬 | 12.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 161,938 | $4,163 萬 | 8.2% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 795,655 | $1,603 萬 | 3.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 657,226 | $1,454 萬 | 2.9% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 5,720 | $1,180 萬 | 2.3% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 50,531 | $1,156 萬 | 2.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 47,577 | $1,122 萬 | 2.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 35,633 | $754.5 萬 | 1.5% | – | – | 歷史 |
| ProShares Tr74347X849 | SHRT 20+YR TRE | 398,399 | $721.9 萬 | 1.4% | – | – | – |
| ANAutonation, Inc. | COM | 65,722 | $612.7 萬 | 1.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 55,328 | $604.6 萬 | 1.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 20,050 | $590.5 萬 | 1.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 111,095 | $578.2 萬 | 1.1% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 37,244 | $560.8 萬 | 1.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 103,599 | $508.3 萬 | 1.0% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 47,761 | $486.7 萬 | 1.0% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 31,518 | $472.5 萬 | 0.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,457 | $450.9 萬 | 0.9% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 27,620 | $441.8 萬 | 0.9% | – | – | 歷史 |
| RKTRocket Companies, Inc. | Stock | 186,634 | $430.9 萬 | 0.9% | – | – | 歷史 |
| BHCBausch Health Companies Inc. | Stock | 129,561 | $411.2 萬 | 0.8% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 51,526 | $390.0 萬 | 0.8% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 20,938 | $386.3 萬 | 0.8% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7,399 | $337.7 萬 | 0.7% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 52,672 | $337.2 萬 | 0.7% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 9,413 | $331.8 萬 | 0.7% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 4,967 | $331.8 萬 | 0.7% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 30,588 | $331.0 萬 | 0.7% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 11,356 | $322.6 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 12,594 | $321.7 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 21,051 | $320.5 萬 | 0.6% | – | – | 歷史 |
| TGTTarget Corp | Stock | 15,641 | $309.8 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 80,248 | $308.2 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 23,434 | $304.1 萬 | 0.6% | – | – | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 20,593 | $289.2 萬 | 0.6% | – | – | 歷史 |
| MOSMosaic Co | COM | 90,325 | $285.5 萬 | 0.6% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,649 | $276.0 萬 | 0.5% | – | – | – |
| AMTAmerican Tower Corp | REIT | 11,234 | $268.6 萬 | 0.5% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 16,704 | $267.4 萬 | 0.5% | – | – | 歷史 |
| SCIService Corp International | COM | 51,088 | $260.8 萬 | 0.5% | – | – | 歷史 |
| CMECME Group Inc. | COM | 12,276 | $250.7 萬 | 0.5% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 11,996 | $243.1 萬 | 0.5% | – | – | 歷史 |
| CoreSite Realty Corp21870Q105 | COM | 19,919 | $238.7 萬 | 0.5% | – | – | – |
| AZOAutoZone Inc | COM | 1,676 | $235.4 萬 | 0.5% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 20,863 | $233.0 萬 | 0.5% | – | – | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 57,212 | $231.9 萬 | 0.5% | – | – | 歷史 |
| MEOHMethanex Corp | COM | 61,558 | $226.0 萬 | 0.4% | – | – | 歷史 |
| COPConocoPhillips | Stock | 42,520 | $225.2 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 55,325 | $214.1 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 12,978 | $213.2 萬 | 0.4% | – | – | 歷史 |
| CLXClorox Co | Stock | 10,929 | $210.9 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 39,702 | $209.7 萬 | 0.4% | – | – | – |
| HONHoneywell International Inc | COM | 9,614 | $208.7 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,651 | $203.0 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 26,152 | $201.6 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 949 | $196.3 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,847 | $192.1 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 18,258 | $191.3 萬 | 0.4% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 23,861 | $185.3 萬 | 0.4% | – | – | 歷史 |
| CCitigroup Inc | Stock | 25,405 | $184.8 萬 | 0.4% | – | – | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 16,686 | $182.6 萬 | 0.4% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 7,979 | $181.9 萬 | 0.4% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,538 | $178.4 萬 | 0.4% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 10,879 | $171.3 萬 | 0.3% | – | – | 歷史 |
| SNAPSnap Inc | Stock | 32,079 | $167.7 萬 | 0.3% | – | – | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 54,427 | $166.0 萬 | 0.3% | – | – | – |
| MCMoelis & Co | CL A | 29,965 | $164.4 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 11,937 | $162.1 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 25,996 | $161.5 萬 | 0.3% | – | – | – |
| ECLEcolab Inc. | Stock | 7,532 | $161.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 29,847 | $159.2 萬 | 0.3% | – | – | – |
| PSAPublic Storage | COM | 6,435 | $158.6 萬 | 0.3% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 11,689 | $155.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 18,195 | $149.5 萬 | 0.3% | – | – | – |
| EPAMEPAM Systems, Inc. | COM | 3,703 | $146.9 萬 | 0.3% | – | – | 歷史 |
| AWRAmerican States Water Co | COM | 19,196 | $145.2 萬 | 0.3% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,859 | $141.2 萬 | 0.3% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 6,173 | $140.0 萬 | 0.3% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 41,813 | $135.9 萬 | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 5,681 | $127.3 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 20,030 | $126.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 14,149 | $124.1 萬 | 0.2% | – | – | – |
| FCXFreeport-McMoran Inc | Stock | 37,202 | $122.5 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 3,308 | $117.7 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 15,664 | $117.5 萬 | 0.2% | – | – | – |
| ALLAllstate Corp | Stock | 9,960 | $114.4 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 4,496 | $111.9 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 8,147 | $110.3 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 11,794 | $108.4 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 19,309 | $107.8 萬 | 0.2% | – | – | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 18,450 | $104.1 萬 | 0.2% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 11,803 | $103.1 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 17,705 | $97.9 萬 | 0.2% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 15,914 | $95.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 20,579 | $94.3 萬 | 0.2% | – | – | – |
| MOAltria Group, Inc. | Stock | 17,530 | $89.7 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 14,917 | $86.7 萬 | 0.2% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 12,867 | $83.9 萬 | 0.2% | – | – | 歷史 |
| EDITEditas Medicine, Inc. | COM | 19,750 | $83.0 萬 | 0.2% | – | – | 歷史 |