Measured Wealth Private Client Group, LLC
- SEC CIK
- 0001720235
- 最新申報
- 2026/8/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/4 申報。只含多頭部位。
- 持股檔數
- 158
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.82 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 1,111,461 | $4,212 萬 | 14.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 553,534 | $3,122 萬 | 11.1% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 643,554 | $2,945 萬 | 10.4% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 197,571 | $1,997 萬 | 7.1% | – | – | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 341,886 | $808.9 萬 | 2.9% | – | – | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 396,373 | $798.7 萬 | 2.8% | – | – | – |
| PLUGPlug Power Inc | Stock | 201,250 | $721.3 萬 | 2.6% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 14,901 | $592.8 萬 | 2.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 109,453 | $528.3 萬 | 1.9% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 42,455 | $474.1 萬 | 1.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 37,212 | $454.5 萬 | 1.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 6,469 | $432.1 萬 | 1.5% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 169,351 | $425.7 萬 | 1.5% | – | – | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 160,436 | $416.0 萬 | 1.5% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 19,726 | $354.7 萬 | 1.3% | – | – | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 76,312 | $331.4 萬 | 1.2% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 44,535 | $291.4 萬 | 1.0% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 22,872 | $248.8 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,135 | $238.9 萬 | 0.8% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,849 | $231.8 萬 | 0.8% | – | – | 歷史 |
| CFGCitizens Financial Group Inc | COM | 51,338 | $226.7 萬 | 0.8% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 40,175 | $224.3 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,732 | $221.8 萬 | 0.8% | – | – | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 28,948 | $217.4 萬 | 0.8% | – | – | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 37,108 | $203.7 萬 | 0.7% | – | – | 歷史 |
| BENFranklin Templeton Inc | COM | 66,869 | $197.9 萬 | 0.7% | – | – | 歷史 |
| IRMIron Mountain Inc | COM | 52,997 | $196.1 萬 | 0.7% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 15,526 | $194.9 萬 | 0.7% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 30,820 | $194.7 萬 | 0.7% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,088 | $194.6 萬 | 0.7% | – | – | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 40,928 | $177.5 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 21,293 | $174.6 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,004 | $166.8 萬 | 0.6% | – | – | – |
| IPInternational Paper Co | COM | 29,844 | $161.4 萬 | 0.6% | – | – | 歷史 |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 117,410 | $158.3 萬 | 0.6% | – | – | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 32,272 | $147.6 萬 | 0.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 10,651 | $141.9 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 15,503 | $133.1 萬 | 0.5% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,371 | $132.7 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,862 | $129.8 萬 | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 7,138 | $117.3 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 21,951 | $113.5 萬 | 0.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,792 | $93.5 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,471 | $91.9 萬 | 0.3% | – | – | 歷史 |
| DBLDoubleLine Opportunistic Credit Fund | COM | 45,674 | $90.2 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,973 | $89.1 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,521 | $88.8 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,997 | $88.3 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 11,212 | $84.8 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 267 | $82.6 萬 | 0.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,315 | $81.5 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,609 | $79.6 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,140 | $78.2 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 12,157 | $77.8 萬 | 0.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 14,058 | $76.1 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 34,855 | $75.8 萬 | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 3,384 | $74.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,120 | $74.0 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,487 | $72.6 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 5,112 | $72.3 萬 | 0.3% | – | – | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 22,060 | $67.6 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,072 | $66.1 萬 | 0.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 5,315 | $63.7 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,050 | $56.1 萬 | 0.2% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 11,258 | $55.2 萬 | 0.2% | – | – | – |
| FCXFreeport-McMoran Inc | Stock | 15,749 | $51.9 萬 | 0.2% | – | – | 歷史 |
| NUENucor Corp | COM | 6,458 | $51.8 萬 | 0.2% | – | – | 歷史 |
| ATKRAtkore Inc. | COM | 7,205 | $51.8 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 249 | $51.4 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 12,995 | $50.3 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 8,530 | $49.6 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,466 | $46.9 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,882 | $46.8 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,143 | $45.1 萬 | 0.2% | – | – | 歷史 |
| EWBCEast West Bancorp Inc | COM | 6,031 | $44.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,639 | $42.2 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 3,851 | $41.7 萬 | 0.1% | – | – | 歷史 |
| SNASnap-on Inc | COM | 1,795 | $41.4 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 4,542 | $41.0 萬 | 0.1% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 6,791 | $40.9 萬 | 0.1% | – | – | 歷史 |
| HUNHuntsman CORP | COM | 14,047 | $40.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,938 | $40.1 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 1,416 | $39.1 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 189 | $39.1 萬 | 0.1% | – | – | 歷史 |
| DOVDOVER Corp | COM | 2,853 | $39.1 萬 | 0.1% | – | – | 歷史 |
| MXIMMaxim Integrated Products Inc | COM | 4,246 | $38.8 萬 | 0.1% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $38.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,617 | $38.5 萬 | 0.1% | – | – | – |
| DXCDXC Technology Co | Stock | 11,949 | $37.4 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 1,941 | $37.4 萬 | 0.1% | – | – | 歷史 |
| Northeast BK Portland Me66405S100 | COM | 14,100 | $37.2 萬 | 0.1% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 1,525 | $37.1 萬 | 0.1% | – | – | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 9,227 | $37.0 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 10,179 | $36.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 6,044 | $36.7 萬 | 0.1% | – | – | – |
| GEFGreif, Inc | CL A | 6,414 | $36.6 萬 | 0.1% | – | – | 歷史 |
| HIHillenbrand, Inc. | COM | 7,624 | $36.4 萬 | 0.1% | – | – | 歷史 |
| CCChemours Co | Stock | 12,990 | $36.3 萬 | 0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,923 | $36.2 萬 | 0.1% | – | – | 歷史 |
| BWABorgwarner Inc | COM | 7,805 | $36.2 萬 | 0.1% | – | – | 歷史 |