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Livermore
Livermore
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Rice Partnership, LLC

SEC CIK
0001736736
最新申報
2026/7/29

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/29 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
171
較 2026 年第 1 季 −7
總值
$8.24 億
較 2026 年第 1 季 +$9,213 萬 (+12.6%)
申報日
2026/7/29
SEC
Rice Partnership, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr464289529INDIA 50 ETF5$217<0.1%+5新進–
Occidental Pete Corp WT Exp 080327674599162Stock43$1,145<0.1%00.0%不變–
Schwab Fundamental U.S. Large Company ETF808524771ETF111$3,452<0.1%−507−82.0%減碼–
Vanguard S&P 500 ETF922908363ETF7$4,808<0.1%−12−63.2%減碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF55$6,544<0.1%00.0%不變–
Vanguard Energy ETF92204A306ETF53$8,028<0.1%00.0%不變–
Vanguard Morningstar Value ETF922908744ETF51$1.11 萬<0.1%−155−75.2%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM200$1.13 萬<0.1%00.0%不變–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF278$1.22 萬<0.1%00.0%不變–
State Street Health Care Select Sector SPDR ETF81369Y209ETF81$1.29 萬<0.1%00.0%不變–
Vanguard World FD921910725ESG INTL STK ETF162$1.33 萬<0.1%00.0%不變–
iShares Tr464287549EXPND TEC SC ETF128$2.09 萬<0.1%00.0%不變–
iShares S&P Small-Cap 600 Value ETF464287879ETF174$2.38 萬<0.1%−93−34.8%減碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF302$2.51 萬<0.1%00.0%不變–
iShares Inc46434G863ESG AWR MSCI EM474$2.59 萬<0.1%−54−10.2%減碼–
iShares Select Dividend ETF464287168ETF175$2.74 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL681$3.47 萬<0.1%−263−27.9%減碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF770$3.49 萬<0.1%00.0%不變–
iShares Tr464287697U.S. UTILITS ETF358$4.10 萬<0.1%00.0%不變–
iShares Tr464288414NATIONAL MUN ETF389$4.19 萬<0.1%−81−17.2%減碼–
iShares Core S&P 500 ETF464287200ETF69$5.17 萬<0.1%−77−52.7%減碼–
Vanguard Real Estate ETF922908553ETF551$5.31 萬<0.1%00.0%不變–
State Street SPDR S&P Semiconductor ETF78464A862ETF90$5.61 萬<0.1%00.0%不變–
Vanguard World FD921910816MEGA GRWTH IND646$5.68 萬<0.1%00.0%不變依 5 比 1 拆股換算–
Vanguard Information Technology ETF92204A702ETF480$5.74 萬<0.1%00.0%不變依 8 比 1 拆股換算–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF525$6.16 萬<0.1%−404−43.5%減碼–
iShares Core S&P Small Cap ETF464287804ETF468$6.94 萬<0.1%00.0%不變–
iShares Inc46434G764MSCI EMRG CHN683$6.99 萬<0.1%−26−3.7%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF223$7.67 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX243$8.23 萬<0.1%+243新進–
Vanguard Morningstar Growth ETF922908736ETF958$8.25 萬<0.1%−194−16.8%減碼依 6 比 1 拆股換算–
iShares S&P 500 Value ETF464287408ETF364$8.27 萬<0.1%−76−17.3%減碼–
SPDR Series Trust78464A763ST STR SP DIV570$8.67 萬<0.1%−324−36.2%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF1,064$8.81 萬<0.1%−182−14.6%減碼–
iShares Inc464286103MSCI AUST ETF3,260$9.18 萬<0.1%−1,066−24.6%減碼–
iShares Tr464287150CORE S&P TTL STK587$9.64 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN1,338$10.1 萬<0.1%+13+1.0%加碼–
Schwab U.S. Large-Cap ETF808524201ETF3,453$10.2 萬<0.1%00.0%不變–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF1,021$10.9 萬<0.1%+205+25.1%加碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF765$11.3 萬<0.1%−42−5.2%減碼–
iShares S&P 500 Growth ETF464287309ETF886$12.2 萬<0.1%−54−5.7%減碼–
iShares Tr464288885EAFE GRWTH ETF988$12.3 萬<0.1%+738+295.2%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF2,400$12.9 萬<0.1%00.0%不變–
iShares MSCI Eafe ETF464287465ETF1,281$13.3 萬<0.1%−625−32.8%減碼–
iShares Tr464288752US HOME CONS ETF1,300$13.6 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL1,486$15.8 萬<0.1%+1,486新進–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,389$16.3 萬<0.1%00.0%不變–
Schwab US Dividend Equity ETF808524797ETF5,160$16.4 萬<0.1%00.0%不變–
Vanguard Health Care ETF92204A504ETF548$16.4 萬<0.1%00.0%不變–
iShares Core U.S. Aggregate Bond ETF464287226ETF1,769$17.5 萬<0.1%00.0%不變–
iShares Russell 2000 Growth ETF464287648ETF456$18.0 萬<0.1%00.0%不變–
iShares Tr464288588MBS ETF1,950$18.4 萬<0.1%00.0%不變–
Vanguard Morningstar Mid-Cap ETF922908629ETF2,323$18.7 萬<0.1%00.0%不變依 4 比 1 拆股換算–
iShares Russell 2000 ETF464287655ETF641$19.3 萬<0.1%00.0%不變–
iShares Tr464288877EAFE VALUE ETF2,545$19.5 萬<0.1%+1,325+108.6%加碼–
Vanguard Consumer Discretionary ETF92204A108ETF500$19.8 萬<0.1%00.0%不變–
iShares Tr464287630RUS 2000 VAL ETF938$20.7 萬<0.1%00.0%不變–
HONAHoneywell Aerospace Inc.COM959$21.2 萬<0.1%+959新進歷史
HONHoneywell International IncStock960$21.5 萬<0.1%+960新進歷史
iShares Russell Top 200 Growth ETF464289438ETF790$23.0 萬<0.1%+790新進–
AAgilent Technologies, Inc.COM1,738$23.1 萬<0.1%−45−2.5%減碼歷史
iShares Tr46428743220 YR TR BD ETF2,696$23.3 萬<0.1%+2+0.1%加碼–
RALRalliant CorpStock3,399$25.0 萬<0.1%+3,399新進歷史
VLTOVeralto CorpStock2,913$25.8 萬<0.1%00.0%不變歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR560$26.7 萬<0.1%+560新進歷史
CEGConstellation Energy CorpStock1,084$26.9 萬<0.1%−7,630−87.6%減碼歷史
LHLabcorp Holdings Inc.Stock1,000$28.0 萬<0.1%00.0%不變歷史
RBCRBC Bearings INCCOM460$29.6 萬<0.1%00.0%不變歷史
ADIAnalog Devices IncStock756$30.0 萬<0.1%00.0%不變歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF9,137$30.9 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,445$31.2 萬<0.1%+2,445新進–
OXYOccidental Petroleum CorpStock6,473$31.4 萬<0.1%00.0%不變歷史
CSLCarlisle Companies IncCOM876$31.8 萬<0.1%00.0%不變歷史
WATWaters CorpCOM882$33.1 萬<0.1%00.0%不變歷史
AXONAxon Enterprise, Inc.COM600$33.6 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–
ENTGEntegris IncCOM2,172$39.1 萬<0.1%00.0%不變歷史
DEDeere & CoStock630$40.0 萬<0.1%00.0%不變歷史
AMGNAmgen IncStock1,155$41.8 萬0.1%00.0%不變歷史
MTDMettler Toledo International IncCOM335$42.8 萬0.1%00.0%不變歷史
ABBVAbbVie Inc.Stock1,713$43.1 萬0.1%−112−6.1%減碼歷史
iShares Inc464286707MSCI FRANCE ETF9,798$44.5 萬0.1%−5,564−36.2%減碼–
Vanguard World FD921910733ESG US STK ETF3,496$46.2 萬0.1%−23−0.7%減碼–
BNYBank of New York Mellon CorpStock3,200$46.3 萬0.1%00.0%不變歷史
FTNTFortinet, Inc.Stock3,101$47.6 萬0.1%00.0%不變歷史
SRESempraStock5,529$51.3 萬0.1%−122−2.2%減碼歷史
AMDAdvanced Micro Devices IncStock885$51.4 萬0.1%+885新進歷史
PEPPepsiCo IncStock3,975$53.8 萬0.1%00.0%不變歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR18,548$56.0 萬0.1%00.0%不變歷史
iShares Semiconductor ETF464287523ETF902$57.8 萬0.1%−15−1.6%減碼–
MSIMotorola Solutions, Inc.Stock1,421$59.0 萬0.1%−438−23.6%減碼歷史
BACBank of America CorpStock11,108$63.3 萬0.1%−5,775−34.2%減碼歷史
FTVFortive CorpStock10,400$63.5 萬0.1%−100−1.0%減碼歷史
AMATApplied Materials IncStock894$64.6 萬0.1%00.0%不變歷史
VVisa Inc.Stock1,889$64.8 萬0.1%−10−0.5%減碼歷史
MAMastercard IncStock1,393$71.5 萬0.1%00.0%不變歷史
PLDPrologis, Inc.REIT5,394$73.1 萬0.1%00.0%不變歷史
Invesco QQQ Trust Series I46090E103ETF1,026$75.6 萬0.1%−154−13.1%減碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF4,169$79.4 萬0.1%00.0%不變–
OMCOmnicom Group Inc.COM12,000$87.4 萬0.1%−76−0.6%減碼歷史

2026 年第 1 季之後清倉（20 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Rice Partnership, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
BRK.BBerkshire Hathaway IncStock35,063$1,680 萬2.3%歷史
iShares Tr46435G417CR 5 10 YR ETF11,458$50.2 萬0.1%–
HONHoneywell International IncCOM1,978$44.7 萬0.1%歷史
COLBColumbia Banking System, Inc.COM13,194$36.2 萬<0.1%歷史
iShares Tr46432F859CORE 1 5 YR USD5,212$25.3 萬<0.1%–
LDOSLeidos Holdings, Inc.COM1,604$24.9 萬<0.1%歷史
ORCLOracle CorpStock1,389$20.4 萬<0.1%歷史
iShares Tr46435G516ESG AW MSCI EAFE1,192$11.4 萬<0.1%–
iShares Tr4642874407-10 YR TRSY BD942$8.99 萬<0.1%–
iShares Core MSCI Eafe ETF46432F842ETF857$7.76 萬<0.1%–
iShares Tr464288646ISHS 1-5YR INVS979$5.15 萬<0.1%–
JPMorgan Ultra-Short Income ETF46641Q837ETF855$4.33 萬<0.1%–
iShares Inc464286509MSCI CDA ETF571$3.13 萬<0.1%–
J P Morgan Exchange Traded F46641Q159INCOME ETF658$3.03 萬<0.1%–
iShares Tr46435G425ESG AWR MSCI USA204$2.88 萬<0.1%–
iShares MSCI USA Quality Factor ETF46432F339ETF58$1.11 萬<0.1%–
iShares Tr464288760US AER DEF ETF35$7,656<0.1%–
iShares S&P 100 ETF464287101ETF16$5,089<0.1%–
iShares Russell Mid-Cap Growth ETF464287481ETF13$1,666<0.1%–
Vanguard Morningstar Small-Cap ETF922908751ETF5$1,310<0.1%–