跳到主要內容
Livermore
Livermore
中文EN

Rice Partnership, LLC

SEC CIK
0001736736
最新申報
2026/7/29

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/7 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
178
較 2025 年第 4 季 +3
總值
$7.32 億
較 2025 年第 4 季 −$782.3 萬 (−1.1%)
申報日
2026/5/7
SEC
Rice Partnership, LLC 在 2026 年第 1 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 Small-Cap ETF922908751ETF5$1,310<0.1%00.0%不變–
iShares Russell Mid-Cap Growth ETF464287481ETF13$1,666<0.1%00.0%不變–
Occidental Pete Corp WT Exp 080327674599162Stock43$1,845<0.1%−12−21.8%減碼–
iShares S&P 100 ETF464287101ETF16$5,089<0.1%+16新進–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF55$5,385<0.1%00.0%不變–
iShares Tr464288760US AER DEF ETF35$7,656<0.1%+35新進–
Vanguard Energy ETF92204A306ETF53$9,191<0.1%00.0%不變–
iShares MSCI USA Quality Factor ETF46432F339ETF58$1.11 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM200$1.13 萬<0.1%−249−55.5%減碼–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF278$1.14 萬<0.1%00.0%不變–
Vanguard S&P 500 ETF922908363ETF19$1.14 萬<0.1%+5+35.7%加碼–
Vanguard World FD921910725ESG INTL STK ETF162$1.16 萬<0.1%00.0%不變–
State Street Health Care Select Sector SPDR ETF81369Y209ETF81$1.19 萬<0.1%00.0%不變–
iShares Tr464287549EXPND TEC SC ETF128$1.52 萬<0.1%00.0%不變–
Schwab Fundamental U.S. Large Company ETF808524771ETF618$1.72 萬<0.1%00.0%不變–
iShares Inc46434G863ESG AWR MSCI EM528$2.40 萬<0.1%+528新進–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF302$2.48 萬<0.1%−127−29.6%減碼–
iShares Select Dividend ETF464287168ETF175$2.65 萬<0.1%00.0%不變–
iShares Tr464288885EAFE GRWTH ETF250$2.78 萬<0.1%00.0%不變–
iShares Tr46435G425ESG AWR MSCI USA204$2.88 萬<0.1%00.0%不變–
State Street SPDR S&P Semiconductor ETF78464A862ETF90$2.94 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q159INCOME ETF658$3.03 萬<0.1%+658新進–
iShares Inc464286509MSCI CDA ETF571$3.13 萬<0.1%00.0%不變–
iShares S&P Small-Cap 600 Value ETF464287879ETF267$3.16 萬<0.1%−203−43.2%減碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF770$3.53 萬<0.1%+370+92.5%加碼–
Vanguard Morningstar Value ETF922908744ETF206$4.04 萬<0.1%00.0%不變–
iShares Tr464287697U.S. UTILITS ETF358$4.16 萬<0.1%00.0%不變–
Vanguard Information Technology ETF92204A702ETF60$4.19 萬<0.1%00.0%不變–
JPMorgan Ultra-Short Income ETF46641Q837ETF855$4.33 萬<0.1%+655+327.5%加碼–
Vanguard World FD921910816MEGA GRWTH IND129$4.75 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL944$4.81 萬<0.1%−38−3.9%減碼–
Vanguard Real Estate ETF922908553ETF551$4.88 萬<0.1%00.0%不變–
iShares Tr464288414NATIONAL MUN ETF470$4.99 萬<0.1%−162−25.6%減碼–
iShares Tr464288646ISHS 1-5YR INVS979$5.15 萬<0.1%00.0%不變–
iShares Inc46434G764MSCI EMRG CHN709$5.58 萬<0.1%+709新進–
iShares Core S&P Small Cap ETF464287804ETF468$5.82 萬<0.1%−50−9.7%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF223$6.66 萬<0.1%00.0%不變–
iShares Core MSCI Eafe ETF46432F842ETF857$7.76 萬<0.1%00.0%不變–
iShares Tr464287150CORE S&P TTL STK587$8.36 萬<0.1%00.0%不變–
Vanguard Morningstar Growth ETF922908736ETF192$8.39 萬<0.1%−16−7.7%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF1,246$8.69 萬<0.1%+1,246新進–
Schwab U.S. Large-Cap ETF808524201ETF3,453$8.85 萬<0.1%00.0%不變–
iShares Tr4642874407-10 YR TRSY BD942$8.99 萬<0.1%+617+189.8%加碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF816$9.05 萬<0.1%+19+2.4%加碼–
iShares Tr464288877EAFE VALUE ETF1,220$9.07 萬<0.1%+286+30.6%加碼–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN1,325$9.13 萬<0.1%+47+3.7%加碼–
iShares S&P 500 Value ETF464287408ETF440$9.29 萬<0.1%+65+17.3%加碼–
iShares Core S&P 500 ETF464287200ETF146$9.54 萬<0.1%+34+30.4%加碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF929$10.1 萬<0.1%−248−21.1%減碼–
iShares S&P 500 Growth ETF464287309ETF940$10.6 萬<0.1%+218+30.2%加碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF807$10.7 萬<0.1%00.0%不變–
iShares Tr46435G516ESG AW MSCI EAFE1,192$11.4 萬<0.1%−4−0.3%減碼–
iShares Tr464288752US HOME CONS ETF1,300$11.8 萬<0.1%00.0%不變–
State Street Financial Select Sector SPDR ETF81369Y605ETF2,400$11.8 萬<0.1%−900−27.3%減碼–
iShares Inc464286103MSCI AUST ETF4,326$12.0 萬<0.1%−2,450−36.2%減碼–
SPDR Series Trust78464A763ST STR SP DIV894$13.0 萬<0.1%−310−25.7%減碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,389$14.0 萬<0.1%00.0%不變–
iShares Russell 2000 Growth ETF464287648ETF456$14.3 萬<0.1%00.0%不變–
Vanguard Health Care ETF92204A504ETF548$14.9 萬<0.1%00.0%不變–
Schwab US Dividend Equity ETF808524797ETF5,160$15.8 萬<0.1%00.0%不變–
iShares Russell 2000 ETF464287655ETF641$15.9 萬<0.1%−87−12.0%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF581$16.7 萬<0.1%+2+0.3%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF1,769$17.6 萬<0.1%00.0%不變–
iShares Tr464287630RUS 2000 VAL ETF938$17.8 萬<0.1%00.0%不變–
Vanguard Consumer Discretionary ETF92204A108ETF500$18.0 萬<0.1%00.0%不變–
iShares MSCI Eafe ETF464287465ETF1,906$18.5 萬<0.1%00.0%不變–
iShares Tr464288588MBS ETF1,950$18.5 萬<0.1%00.0%不變–
AAgilent Technologies, Inc.COM1,783$20.3 萬<0.1%−151−7.8%減碼歷史
ORCLOracle CorpStock1,389$20.4 萬<0.1%−27−1.9%減碼歷史
iShares Tr46428743220 YR TR BD ETF2,694$23.4 萬<0.1%+19+0.7%加碼–
ADIAnalog Devices IncStock756$24.1 萬<0.1%00.0%不變歷史
LDOSLeidos Holdings, Inc.COM1,604$24.9 萬<0.1%00.0%不變歷史
RBCRBC Bearings INCCOM460$25.0 萬<0.1%00.0%不變歷史
iShares Tr46432F859CORE 1 5 YR USD5,212$25.3 萬<0.1%+366+7.6%加碼–
FTNTFortinet, Inc.Stock3,101$25.3 萬<0.1%−244−7.3%減碼歷史
ENTGEntegris IncCOM2,172$25.5 萬<0.1%+2,172新進歷史
AXONAxon Enterprise, Inc.COM600$25.5 萬<0.1%00.0%不變歷史
VLTOVeralto CorpStock2,913$25.8 萬<0.1%00.0%不變歷史
WATWaters CorpCOM882$26.3 萬<0.1%00.0%不變歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF9,137$26.6 萬<0.1%00.0%不變–
LHLabcorp Holdings Inc.Stock1,000$26.7 萬<0.1%00.0%不變歷史
CSLCarlisle Companies IncCOM876$29.2 萬<0.1%−88−9.1%減碼歷史
iShares Semiconductor ETF464287523ETF917$30.1 萬<0.1%+15+1.7%加碼–
AMATApplied Materials IncStock894$30.6 萬<0.1%−68−7.1%減碼歷史
DEDeere & CoStock630$35.5 萬<0.1%−15−2.3%減碼歷史
COLBColumbia Banking System, Inc.COM13,194$36.2 萬<0.1%+13,194新進歷史
BNYBank of New York Mellon CorpStock3,200$38.0 萬0.1%00.0%不變歷史
SPDR Series Trust78464A144ST STR CORPO ETF13,356$38.8 萬0.1%00.0%不變–
Vanguard World FD921910733ESG US STK ETF3,519$39.5 萬0.1%+27+0.8%加碼–
ABBVAbbVie Inc.Stock1,825$39.7 萬0.1%−180−9.0%減碼歷史
AMGNAmgen IncStock1,155$40.6 萬0.1%−25−2.1%減碼歷史
OXYOccidental Petroleum CorpStock6,473$42.1 萬0.1%−100−1.5%減碼歷史
MTDMettler Toledo International IncCOM335$42.3 萬0.1%−25−6.9%減碼歷史
HONHoneywell International IncCOM1,978$44.7 萬0.1%00.0%不變歷史
iShares Tr46435G417CR 5 10 YR ETF11,458$50.2 萬0.1%+512+4.7%加碼–
SRESempraStock5,651$54.9 萬0.1%00.0%不變歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF4,169$55.4 萬0.1%+700+20.2%加碼–
VVisa Inc.Stock1,899$57.4 萬0.1%−399−17.4%減碼歷史
FTVFortive CorpStock10,500$58.0 萬0.1%00.0%不變歷史
PEPPepsiCo IncStock3,975$61.7 萬0.1%00.0%不變歷史

2025 年第 4 季之後清倉（11 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Rice Partnership, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
APPAppLovin CorpCOM CL A6,845$461.2 萬0.6%歷史
CPRTCopart IncCOM6,520$25.5 萬<0.1%歷史
DISWalt Disney CoStock1,930$22.0 萬<0.1%歷史
iShares Russell Top 200 Growth ETF464289438ETF790$21.9 萬<0.1%–
ISRGIntuitive Surgical IncCOM NEW366$20.7 萬<0.1%歷史
AMDAdvanced Micro Devices IncStock965$20.7 萬<0.1%歷史
Schwab Strategic Tr808524862SHT TM US TRES3,345$8.15 萬<0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF200$3.10 萬<0.1%–
iShares Tr464288372GLB INFRASTR ETF400$2.45 萬<0.1%–
State Street Energy Select Sector SPDR ETF81369Y506ETF300$1.34 萬<0.1%–
iShares Tr464289529INDIA 50 ETF22$1,084<0.1%–