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Livermore
Livermore
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Ritholtz Wealth Management

SEC CIK
0001698218
最新申報
2026/8/11

2024 年第 4 季持倉

持倉截至 2024/12/31，2025/1/15 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
852
較 2024 年第 3 季 −15
總值
$34.0 億
較 2024 年第 3 季 +$8,655 萬 (+2.6%)
申報日
2025/1/15
SEC
Ritholtz Wealth Management 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Total Stock Market ETF922908769ETF834,915$2.42 億7.1%+13,941+1.7%加碼–
Invesco QQQ Trust Series I46090E103ETF421,094$2.15 億6.3%+8,675+2.1%加碼–
iShares Core S&P 500 ETF464287200ETF356,729$2.10 億6.2%+9,098+2.6%加碼–
iShares Tr46429B7470-5 YR TIPS ETF1,572,147$1.58 億4.6%+59,199+3.9%加碼–
AAPLApple Inc.Stock513,801$1.29 億3.8%+22,592+4.6%加碼歷史
SPYSPDR S&P 500 ETF TrustETF187,446$1.10 億3.2%+7,144+4.0%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF917,718$8,893 萬2.6%+30,710+3.5%加碼–
iShares Core MSCI Eafe ETF46432F842ETF1,218,403$8,563 萬2.5%+60,046+5.2%加碼–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF1,855,006$8,323 萬2.4%+95,073+5.4%加碼–
Vanguard Total Bond Market ETF921937835ETF1,151,078$8,277 萬2.4%+44,853+4.1%加碼–
Vanguard Wellington FD921935508US MOMENTUM441,345$7,254 萬2.1%+9,446+2.2%加碼–
NVDANVIDIA CorpStock496,674$6,670 萬2.0%+27,729+5.9%加碼歷史
Dimensional ETF Trust25434V815US SMALL CAP ETF2,109,077$6,492 萬1.9%+78,559+3.9%加碼–
MSFTMicrosoft CorpStock152,060$6,409 萬1.9%+5,400+3.7%加碼歷史
AMZNAmazon Com IncStock198,414$4,353 萬1.3%+12,847+6.9%加碼歷史
Dimensional ETF Trust25434V781INTL SMALL CAP V1,421,484$3,777 萬1.1%+68,774+5.1%加碼–
iShares Tr46434V449MSCI INTL MOMENT907,373$3,394 萬1.0%+39,341+4.5%加碼–
iShares Tr464288646ISHS 1-5YR INVS632,748$3,271 萬1.0%+39,079+6.6%加碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF255,019$2,725 萬0.8%+5,476+2.2%加碼–
Dimensional ETF Trust25434V740EMERGING MKTS VA1,017,684$2,667 萬0.8%+52,444+5.4%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF498,246$2,602 萬0.8%+30,331+6.5%加碼–
GOOGLAlphabet Inc.Stock131,844$2,496 萬0.7%+8,540+6.9%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF225,282$2,376 萬0.7%+3,556+1.6%加碼–
ORIOld Republic International CorpCOM589,072$2,132 萬0.6%−6,385−1.1%減碼歷史
GOOGAlphabet Inc.Stock110,620$2,107 萬0.6%+5,832+5.6%加碼歷史
AVGOBroadcom Inc.Stock82,404$1,910 萬0.6%+1,108+1.4%加碼歷史
BRK.BBerkshire Hathaway IncStock40,941$1,856 萬0.5%+1,675+4.3%加碼歷史
JPMJPMorgan Chase & CoStock77,147$1,849 萬0.5%+4,000+5.5%加碼歷史
WMTWalmart Inc.Stock204,338$1,846 萬0.5%+10,786+5.6%加碼歷史
VVisa Inc.Stock58,338$1,844 萬0.5%+766+1.3%加碼歷史
METAMeta Platforms, Inc.Stock31,382$1,837 萬0.5%+202+0.6%加碼歷史
COSTCostco Wholesale CorpStock19,794$1,814 萬0.5%+918+4.9%加碼歷史
LLYEli Lilly & CoStock21,198$1,637 萬0.5%−80.0%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF332,229$1,589 萬0.5%−6,394−1.9%減碼–
TSLATesla, Inc.Stock38,832$1,568 萬0.5%+3,512+9.9%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR69,671$1,376 萬0.4%+2,256+3.3%加碼歷史
PGProcter & Gamble CoStock78,318$1,313 萬0.4%+2,421+3.2%加碼歷史
ORCLOracle CorpStock71,395$1,190 萬0.3%−1,461−2.0%減碼歷史
iShares Tr4642874407-10 YR TRSY BD127,439$1,178 萬0.3%+2,024+1.6%加碼–
FICOFair Isaac CorpCOM5,261$1,047 萬0.3%−225−4.1%減碼歷史
NVONovo Nordisk A SADR120,826$1,039 萬0.3%+2,341+2.0%加碼歷史
EMEEMCOR Group, Inc.Stock22,081$1,002 萬0.3%+371+1.7%加碼歷史
MAMastercard IncStock18,004$948.0 萬0.3%+660+3.8%加碼歷史
NVSNovartis AGADR92,473$899.9 萬0.3%−3,840−4.0%減碼歷史
TRVTravelers Companies, Inc.Stock35,035$844.0 萬0.2%+818+2.4%加碼歷史
HDHome Depot, Inc.Stock21,695$843.9 萬0.2%+922+4.4%加碼歷史
UNHUnitedHealth Group IncStock16,634$841.5 萬0.2%−1,757−9.6%減碼歷史
JNJJohnson & JohnsonStock57,908$837.5 萬0.2%−5,387−8.5%減碼歷史
MOAltria Group, Inc.Stock157,014$821.0 萬0.2%+7,089+4.7%加碼歷史
GILDGilead Sciences, Inc.Stock88,228$815.0 萬0.2%+39,386+80.6%加碼歷史
PHMPultegroup IncCOM73,807$803.8 萬0.2%+16,746+29.3%加碼歷史
CLSCelestica IncStock86,950$802.5 萬0.2%−8,060−8.5%減碼歷史
BACBank of America CorpStock180,532$793.4 萬0.2%+6,357+3.6%加碼歷史
iShares Tr4642874571 3 YR TREAS BD94,158$771.9 萬0.2%−3,825−3.9%減碼–
XOMExxonMobil Holdings CorpCOM69,863$751.5 萬0.2%+207+0.3%加碼歷史
MCKMcKesson CorpStock13,036$742.9 萬0.2%+302+2.4%加碼歷史
ADBEAdobe Inc.Stock16,385$728.6 萬0.2%−815−4.7%減碼歷史
HIGHartford Insurance Group, Inc.Stock65,846$720.4 萬0.2%+794+1.2%加碼歷史
UNPUnion Pacific CorpStock30,983$706.5 萬0.2%+8,372+37.0%加碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW141,108$697.9 萬0.2%+15,510+12.3%加碼歷史
VZVerizon Communications IncStock174,269$696.9 萬0.2%−668−0.4%減碼歷史
SAPSAP SEADR28,027$690.1 萬0.2%+897+3.3%加碼歷史
ABBVAbbVie Inc.Stock38,302$680.6 萬0.2%+245+0.6%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF16,484$676.6 萬0.2%−400−2.4%減碼–
RELXRELX PLCSPONSORED ADR148,234$673.3 萬0.2%+781+0.5%加碼歷史
PMPhilip Morris International Inc.Stock53,884$648.5 萬0.2%+18,183+50.9%加碼歷史
APPAppLovin CorpCOM CL A19,872$643.5 萬0.2%+4,452+28.9%加碼歷史
iShares Tr46434V4070-5YR HI YL CP149,578$637.4 萬0.2%−14,342−8.7%減碼–
BTIBritish American Tobacco p.l.c.SPONSORED ADR174,231$632.8 萬0.2%+18,410+11.8%加碼歷史
UBSUBS Group AGStock206,803$627.0 萬0.2%+29,367+16.6%加碼歷史
CLColgate Palmolive CoStock68,745$625.0 萬0.2%+7,123+11.6%加碼歷史
MFCManulife Financial CorpCOM200,452$615.6 萬0.2%−5,294−2.6%減碼歷史
HONHoneywell International IncCOM25,892$584.9 萬0.2%+364+1.4%加碼歷史
ADPAutomatic Data Processing IncStock19,446$569.2 萬0.2%+552+2.9%加碼歷史
MLIMueller Industries IncCOM68,349$542.4 萬0.2%−816−1.2%減碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF48,758$536.9 萬0.2%−681−1.4%減碼–
NFLXNetflix IncStock6,021$536.7 萬0.2%+200+3.4%加碼歷史
IDCCInterDigital, Inc.COM27,527$533.2 萬0.2%+3,205+13.2%加碼歷史
BKNGBooking Holdings Inc.Stock1,069$531.2 萬0.2%+116+12.2%加碼歷史
ASMLASML Holding NVADR7,415$513.9 萬0.2%−1,866−20.1%減碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF58,775$512.8 萬0.2%−188−0.3%減碼–
CTASCintas CorpStock27,784$507.6 萬0.1%+285+1.0%加碼歷史
ABTAbbott LaboratoriesStock44,427$502.5 萬0.1%+2,533+6.0%加碼歷史
SHELShell plcADR79,127$495.7 萬0.1%−5,097−6.1%減碼歷史
CCitigroup IncStock70,067$493.2 萬0.1%+8,083+13.0%加碼歷史
RYRoyal Bank of CanadaStock39,925$481.1 萬0.1%+3,396+9.3%加碼歷史
PNCPNC Financial Services Group, Inc.Stock24,853$479.3 萬0.1%+1,156+4.9%加碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF17,745$478.6 萬0.1%−930−5.0%減碼–
iShares Tr4642886613 7 YR TREAS BD41,089$474.8 萬0.1%+4,202+11.4%加碼–
MRKMerck & Co., Inc.Stock47,707$474.6 萬0.1%−2,286−4.6%減碼歷史
BLDRBuilders FirstSource, Inc.Stock33,159$473.9 萬0.1%−2,205−6.2%減碼歷史
PLDPrologis, Inc.REIT44,169$466.9 萬0.1%−1,302−2.9%減碼歷史
WFCWells Fargo & CompanyStock66,089$464.2 萬0.1%+7,954+13.7%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF79,310$455.3 萬0.1%+3,059+4.0%加碼–
CRMSalesforce, Inc.Stock13,616$455.2 萬0.1%+639+4.9%加碼歷史
KOCoca Cola CoStock72,983$454.4 萬0.1%+5,649+8.4%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR466,200$453.1 萬0.1%−6,175−1.3%減碼歷史
GSGoldman Sachs Group IncStock7,835$448.7 萬0.1%+563+7.7%加碼歷史
AZNAstraZeneca PLCSPONSORED ADR68,370$448.0 萬0.1%−14,968−18.0%減碼歷史
CRHCRH Public Ltd CoORD47,990$444.0 萬0.1%+2,143+4.7%加碼歷史

選擇權（1 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Ritholtz Wealth Management 在 2024 年第 4 季的選擇權部位
證券類別賣權買權
NVDANVIDIA CorpStock–$75.7 萬

2024 年第 3 季之後清倉（73 檔）

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

Ritholtz Wealth Management 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL34,338$286.1 萬0.1%–
LRCXLam Research CorpCOM2,771$226.1 萬0.1%歷史
TKTeekay Corp LtdCOM200,069$184.1 萬0.1%歷史
BLKBlackRock, Inc.COM1,892$179.7 萬0.1%歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX18,441$164.8 萬<0.1%–
Vanguard BD Index FDS92203C303VANGUARD ULTRA15,368$76.7 萬<0.1%–
HSYHershey CoCOM3,717$71.3 萬<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE9,525$66.4 萬<0.1%歷史
DOWDow Inc.Stock12,097$66.1 萬<0.1%歷史
PRMWPrimo Water CorpCOM25,880$65.3 萬<0.1%歷史
STMSTMicroelectronics N.V.NY REGISTRY20,821$61.9 萬<0.1%歷史
TNKTeekay Tankers Ltd.CL A10,521$61.3 萬<0.1%歷史
PPGPPG Industries IncStock4,559$60.4 萬<0.1%歷史
ORANYOrangeSPONSORED ADR46,984$53.9 萬<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock3,221$47.1 萬<0.1%歷史
SMCISuper Micro Computer, Inc.COM1,047$43.6 萬<0.1%歷史
MROMarathon Oil CorpCOM16,143$43.0 萬<0.1%歷史
iShares Tr464288752US HOME CONS ETF3,372$42.9 萬<0.1%–
ANDEAndersons, Inc.COM8,546$42.8 萬<0.1%歷史
iShares Tr46434VBG4IBONDS DEC24 ETF16,217$40.9 萬<0.1%–
IMOSChipmos Technologies IncSPONSORD ADS NEW16,374$38.3 萬<0.1%歷史
ROCKGibraltar Industries, Inc.COM5,403$37.8 萬<0.1%歷史
ANETArista Networks, Inc.COM979$37.6 萬<0.1%歷史
OGNOrganon & Co.Stock18,601$35.6 萬<0.1%歷史
SSLSasol LtdSPONSORED ADR49,907$33.7 萬<0.1%歷史
GMABGenmab A/SSPONSORED ADS12,869$31.4 萬<0.1%歷史
RCKYRocky Brands, Inc.COM9,813$31.3 萬<0.1%歷史
TECKTeck Resources LtdCL B5,822$30.4 萬<0.1%歷史
TTEKTetra Tech IncCOM6,227$29.4 萬<0.1%歷史
WYWeyerhaeuser CoCOM NEW8,278$28.0 萬<0.1%歷史
CARSCars.com Inc.COM16,622$27.9 萬<0.1%歷史
Vanguard Long-Term Treasury ETF92206C847ETF4,402$27.1 萬<0.1%–
SLBSLB LimitedStock6,228$26.1 萬<0.1%歷史
SIGSignet Jewelers LtdSHS2,459$25.4 萬<0.1%歷史
HRTGHeritage Insurance Holdings, Inc.COM20,524$25.1 萬<0.1%歷史
PSXPhillips 66Stock1,894$24.9 萬<0.1%歷史
AVAVAeroVironment IncCOM1,239$24.8 萬<0.1%歷史
BDXBecton Dickinson & CoStock992$23.9 萬<0.1%歷史
CDWCDW CorpCOM1,052$23.8 萬<0.1%歷史
ZIONZions Bancorporation, National AssociationCOM5,032$23.8 萬<0.1%歷史
TXTernium S.A.SPONSORED ADS6,300$23.3 萬<0.1%歷史
UPBDUpbound Group, Inc.COM7,134$22.8 萬<0.1%歷史
PLABPhotronics IncCOM9,208$22.8 萬<0.1%歷史
RACEFerrari N.V.COM476$22.4 萬<0.1%歷史
OXMOxford Industries IncCOM2,568$22.3 萬<0.1%歷史
AUAngloGold Ashanti PLCCOM SHS8,345$22.2 萬<0.1%歷史
CVSCVS Health CorpStock3,507$22.1 萬<0.1%歷史
ONOn Semiconductor CorpStock3,011$21.9 萬<0.1%歷史
RRRRed Rock Resorts, Inc.CL A3,946$21.5 萬<0.1%歷史
CLXClorox CoStock1,314$21.4 萬<0.1%歷史
EDConsolidated Edison IncStock2,026$21.1 萬<0.1%歷史
FBINFortune Brands Innovations, Inc.COM2,340$21.0 萬<0.1%歷史
CECelanese CorpStock1,519$20.7 萬<0.1%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,443$20.5 萬<0.1%–
iShares Tr464287762US HLTHCARE ETF3,125$20.3 萬<0.1%–
iShares Tr464288877EAFE VALUE ETF3,528$20.3 萬<0.1%–
WPCW. P. Carey Inc.COM3,246$20.2 萬<0.1%歷史
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF9,000$20.0 萬<0.1%–
VGRVector Group LtdCOM13,215$19.7 萬<0.1%歷史
FONRFonar CorpCOM NEW10,808$17.5 萬<0.1%歷史
PANLPangaea Logistics Solutions Ltd.SHS21,145$15.3 萬<0.1%歷史
WUWestern Union COStock11,970$14.3 萬<0.1%歷史
VRAVera Bradley, Inc.COM26,080$14.2 萬<0.1%歷史
NUNu Holdings Ltd.ORD SHS CL A10,348$14.1 萬<0.1%歷史
ARCArc Document Solutions, Inc.COM41,457$14.0 萬<0.1%歷史
CCUUnited Breweries Co IncSPONSORED ADR10,041$11.7 萬<0.1%歷史
LILAKLiberty Latin America Ltd.COM CL C10,027$9.52 萬<0.1%歷史
SWNSouthwestern Energy CoCOM13,006$9.25 萬<0.1%歷史
PHXPHX Minerals Inc.CL A22,377$7.56 萬<0.1%歷史
BTCGrayscale Bitcoin Mini Trust ETFSHS11,279$6.35 萬<0.1%歷史
HIMXHimax Technologies, Inc.SPONSORED ADR10,680$5.87 萬<0.1%歷史
New Gold Inc Cda644535106COM13,745$3.96 萬<0.1%–
FSPFranklin Street Properties CorpCOM11,246$1.99 萬<0.1%歷史