Summit X, LLC
- SEC CIK
- 0001697729
- 最新申報
- 2025/11/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 261
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.64 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 | 140,998 | $1,720 萬 | 4.7% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 39,147 | $1,558 萬 | 4.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 93,396 | $1,416 萬 | 3.9% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 129,778 | $1,180 萬 | 3.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 88,387 | $1,006 萬 | 2.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 102,992 | $873.6 萬 | 2.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,587 | $794.0 萬 | 2.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,473 | $670.7 萬 | 1.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 18,676 | $664.4 萬 | 1.8% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 55,283 | $600.6 萬 | 1.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 82,320 | $593.8 萬 | 1.6% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 22,704 | $552.4 萬 | 1.5% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 108,255 | $550.1 萬 | 1.5% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 123,554 | $537.7 萬 | 1.5% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 97,560 | $512.1 萬 | 1.4% | – | – | – |
| ORLYO Reilly Automotive Inc | Stock | 9,663 | $491.5 萬 | 1.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,901 | $467.0 萬 | 1.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 46,269 | $466.0 萬 | 1.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,068 | $427.2 萬 | 1.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 19,905 | $422.1 萬 | 1.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 30,546 | $413.3 萬 | 1.1% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 77,159 | $406.1 萬 | 1.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 142,129 | $372.6 萬 | 1.0% | – | – | – |
| DISWalt Disney Co | Stock | 19,937 | $367.0 萬 | 1.0% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,441 | $366.1 萬 | 1.0% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 32,461 | $332.9 萬 | 0.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,227 | $332.4 萬 | 0.9% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 41,842 | $328.8 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 9,394 | $289.5 萬 | 0.8% | – | – | – |
| DSLDoubleLine Income Solutions Fund | COM | 157,956 | $286.4 萬 | 0.8% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 25,168 | $274.3 萬 | 0.8% | – | – | 歷史 |
| TAT&T Inc. | Stock | 87,918 | $266.7 萬 | 0.7% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 11,868 | $265.7 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 46,472 | $254.6 萬 | 0.7% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 6,572 | $244.9 萬 | 0.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,362 | $240.0 萬 | 0.7% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 21,614 | $229.6 萬 | 0.6% | – | – | – |
| CCitigroup Inc | Stock | 30,364 | $220.8 萬 | 0.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,980 | $216.6 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 15,571 | $212.2 萬 | 0.6% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 23,276 | $210.1 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 13,021 | $209.2 萬 | 0.6% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 31,510 | $203.8 萬 | 0.6% | – | – | – |
| ADBEAdobe Inc. | Stock | 4,059 | $193.1 萬 | 0.5% | – | – | 歷史 |
| KSSKOHLS Corp | Stock | 32,321 | $192.7 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,385 | $188.6 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 27,482 | $187.9 萬 | 0.5% | – | – | – |
| HBIHanesbrands Inc. | COM | 91,117 | $179.5 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,879 | $179.0 萬 | 0.5% | – | – | 歷史 |
| CNACna Financial Corp | COM | 39,926 | $177.5 萬 | 0.5% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 5,177 | $170.2 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 29,937 | $167.3 萬 | 0.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 31,609 | $166.4 萬 | 0.5% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 12,596 | $165.1 萬 | 0.5% | – | – | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 62,659 | $163.8 萬 | 0.4% | – | – | – |
| CMCSAComcast Corp | Stock | 30,062 | $162.8 萬 | 0.4% | – | – | 歷史 |
| AEEAmeren Corp | COM | 19,906 | $162.0 萬 | 0.4% | – | – | 歷史 |
| PCIPIMCO Dynamic Credit & Mortgage Income Fund | COM SHS | 68,484 | $152.4 萬 | 0.4% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 6,479 | $146.8 萬 | 0.4% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 4,373 | $146.3 萬 | 0.4% | – | – | – |
| CITCit Group Inc | COM NEW | 27,707 | $142.8 萬 | 0.4% | – | – | 歷史 |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 25,584 | $140.3 萬 | 0.4% | – | – | – |
| KMBKimberly Clark Corp | Stock | 9,736 | $136.1 萬 | 0.4% | – | – | 歷史 |
| RTXRTX Corp | Stock | 17,579 | $136.0 萬 | 0.4% | – | – | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 36,640 | $130.4 萬 | 0.4% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,841 | $129.7 萬 | 0.4% | – | – | 歷史 |
| JGHNuveen Global High Income Fund | SHS | 84,129 | $129.4 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,835 | $128.9 萬 | 0.4% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 26,558 | $128.3 萬 | 0.4% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 5,489 | $123.8 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 39,276 | $123.5 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 8,668 | $122.2 萬 | 0.3% | – | – | 歷史 |
| DXCDXC Technology Co | Stock | 37,612 | $117.6 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 15,412 | $116.9 萬 | 0.3% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 4,109 | $116.5 萬 | 0.3% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 18,028 | $116.3 萬 | 0.3% | – | – | 歷史 |
| PFOFlaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC | COM | 87,425 | $114.8 萬 | 0.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 20,260 | $113.6 萬 | 0.3% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 6,021 | $113.3 萬 | 0.3% | – | – | 歷史 |
| DOWDow Inc. | Stock | 17,239 | $110.1 萬 | 0.3% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,332 | $109.7 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 18,474 | $107.3 萬 | 0.3% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 29,089 | $105.9 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 5,494 | $104.5 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 504 | $103.5 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 16,056 | $102.7 萬 | 0.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 26,562 | $100.6 萬 | 0.3% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 6,660 | $99.4 萬 | 0.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 3,583 | $98.8 萬 | 0.3% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 7,851 | $98.7 萬 | 0.3% | – | – | 歷史 |
| BABoeing Co | Stock | 3,835 | $97.8 萬 | 0.3% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,625 | $96.5 萬 | 0.3% | – | – | 歷史 |
| Fidelity Merrimack STR Tr316188101 | CORP BOND ETF | 17,191 | $93.8 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 25,677 | $93.6 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,634 | $93.2 萬 | 0.3% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 11,095 | $92.8 萬 | 0.3% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 391 | $92.1 萬 | 0.3% | – | – | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 26,978 | $91.3 萬 | 0.3% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 6,835 | $90.9 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,733 | $90.2 萬 | 0.2% | – | – | 歷史 |