Chesapeake Wealth Management
- SEC CIK
- 0001730383
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/26 申報。只含多頭部位。
- 持股檔數
- 218
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.99 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 |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 177,127 | $2,016 萬 | 6.7% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 142,727 | $1,856 萬 | 6.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 39,981 | $942.6 萬 | 3.2% | – | – | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 347,232 | $900.4 萬 | 3.0% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 234,970 | $883.9 萬 | 3.0% | – | – | – |
| AAPLApple Inc. | Stock | 62,036 | $757.7 萬 | 2.5% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 96,798 | $734.4 萬 | 2.5% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 126,425 | $722.1 萬 | 2.4% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 89,441 | $661.2 萬 | 2.2% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 26,563 | $630.1 萬 | 2.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 102,653 | $553.8 萬 | 1.9% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 34,855 | $462.9 萬 | 1.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 20,714 | $457.6 萬 | 1.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 29,121 | $443.3 萬 | 1.5% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 43,048 | $429.0 萬 | 1.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 37,184 | $359.6 萬 | 1.2% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 78,273 | $322.4 萬 | 1.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,098 | $320.9 萬 | 1.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,560 | $299.3 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 32,506 | $283.4 萬 | 0.9% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 19,836 | $257.4 萬 | 0.9% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,224 | $252.4 萬 | 0.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 18,180 | $246.2 萬 | 0.8% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 31,770 | $240.2 萬 | 0.8% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 31,579 | $235.1 萬 | 0.8% | – | – | – |
| CVXChevron Corp | Stock | 21,333 | $223.6 萬 | 0.7% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 8,690 | $215.3 萬 | 0.7% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,990 | $213.0 萬 | 0.7% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 12,667 | $212.9 萬 | 0.7% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 18,199 | $212.4 萬 | 0.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 12,869 | $211.5 萬 | 0.7% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,060 | $209.0 萬 | 0.7% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 64,371 | $204.6 萬 | 0.7% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 27,830 | $204.0 萬 | 0.7% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,676 | $201.8 萬 | 0.7% | – | – | – |
| MCDMcDonalds Corp | Stock | 8,546 | $191.5 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 32,027 | $186.2 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,108 | $179.9 萬 | 0.6% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 52,019 | $177.2 萬 | 0.6% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 8,580 | $173.9 萬 | 0.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,488 | $167.5 萬 | 0.6% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 6,617 | $164.7 萬 | 0.6% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 13,578 | $162.7 萬 | 0.5% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 16,389 | $161.4 萬 | 0.5% | – | – | – |
| BLKBlackRock, Inc. | COM | 2,140 | $161.3 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 11,771 | $159.9 萬 | 0.5% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 22,379 | $157.0 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 505 | $156.2 萬 | 0.5% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 26,065 | $152.6 萬 | 0.5% | – | – | 歷史 |
| ACNAccenture plc | Stock | 5,394 | $149.0 萬 | 0.5% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 6,631 | $146.9 萬 | 0.5% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 12,888 | $144.0 萬 | 0.5% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 11,202 | $142.4 萬 | 0.5% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,923 | $141.9 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,072 | $141.4 萬 | 0.5% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 22,075 | $139.3 萬 | 0.5% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 25,692 | $139.0 萬 | 0.5% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 21,147 | $138.0 萬 | 0.5% | – | – | – |
| LLYEli Lilly & Co | Stock | 7,301 | $136.4 萬 | 0.5% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,861 | $136.0 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,499 | $130.2 萬 | 0.4% | – | – | 歷史 |
| ANSSAnsys Inc | COM | 3,836 | $130.2 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 23,989 | $128.0 萬 | 0.4% | – | – | – |
| GNRCGenerac Holdings Inc. | Stock | 3,872 | $126.8 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 16,858 | $126.3 萬 | 0.4% | – | – | – |
| MTCHMatch Group, Inc. | COM | 9,033 | $124.1 萬 | 0.4% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 3,961 | $121.5 萬 | 0.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 18,660 | $119.4 萬 | 0.4% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 10,016 | $119.3 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 8,172 | $115.6 萬 | 0.4% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 14,888 | $113.1 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,940 | $108.8 萬 | 0.4% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 15,794 | $107.9 萬 | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 5,851 | $107.9 萬 | 0.4% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 14,431 | $107.5 萬 | 0.4% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,993 | $107.2 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 34,798 | $105.4 萬 | 0.4% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 15,672 | $104.2 萬 | 0.3% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 5,773 | $102.2 萬 | 0.3% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,587 | $101.5 萬 | 0.3% | – | – | 歷史 |
| ANAutonation, Inc. | COM | 10,848 | $101.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 10,631 | $97.7 萬 | 0.3% | – | – | – |
| EAElectronic Arts Inc. | COM | 7,196 | $97.4 萬 | 0.3% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 19,712 | $96.3 萬 | 0.3% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 4,700 | $94.8 萬 | 0.3% | – | – | 歷史 |
| ZNGAZynga Inc | CL A | 85,718 | $87.5 萬 | 0.3% | – | – | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 23,717 | $86.1 萬 | 0.3% | – | – | – |
| DREDuke Realty Corp | COM NEW | 20,330 | $85.2 萬 | 0.3% | – | – | 歷史 |
| DOVDOVER Corp | COM | 6,163 | $84.5 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,971 | $84.1 萬 | 0.3% | – | – | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,463 | $83.6 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,842 | $82.9 萬 | 0.3% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 10,152 | $80.0 萬 | 0.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 4,128 | $78.5 萬 | 0.3% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 4,173 | $76.6 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,125 | $75.1 萬 | 0.3% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 4,237 | $72.9 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,668 | $70.7 萬 | 0.2% | – | – | – |
| SONYSony Group Corp | SPONSORED ADR | 6,620 | $70.2 萬 | 0.2% | – | – | 歷史 |
| HESHess Corp | Stock | 9,659 | $68.3 萬 | 0.2% | – | – | 歷史 |