Winthrop Advisory Group LLC
- SEC CIK
- 0001739043
- 最新申報
- 2026/7/17
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/23 申報。只含多頭部位。
- 持股檔數
- 133
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.05 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 Tr464287622 | RUS 1000 ETF | 270,817 | $6,062 萬 | 15.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 128,776 | $5,123 萬 | 12.6% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 685,051 | $3,460 萬 | 8.5% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 356,203 | $3,263 萬 | 8.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 153,388 | $3,170 萬 | 7.8% | – | – | – |
| AAPLApple Inc. | Stock | 165,898 | $2,026 萬 | 5.0% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 53,806 | $1,717 萬 | 4.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,013 | $1,467 萬 | 3.6% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 251,112 | $1,235 萬 | 3.0% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 47,891 | $1,164 萬 | 2.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 44,438 | $1,157 萬 | 2.9% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 137,817 | $1,005 萬 | 2.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 19,830 | $467.5 萬 | 1.2% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 18,427 | $437.2 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,303 | $403.2 萬 | 1.0% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 32,842 | $393.9 萬 | 1.0% | – | – | – |
| HDHome Depot, Inc. | Stock | 11,397 | $347.9 萬 | 0.9% | – | – | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 84,860 | $342.1 萬 | 0.8% | – | – | – |
| LPLALPL Financial Holdings Inc. | COM | 21,663 | $308.0 萬 | 0.8% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 42,766 | $278.4 萬 | 0.7% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 5,476 | $260.7 萬 | 0.6% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 13,554 | $250.1 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 21,063 | $226.9 萬 | 0.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,558 | $199.4 萬 | 0.5% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 12,171 | $184.4 萬 | 0.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 884 | $182.3 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,726 | $171.8 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,362 | $157.7 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 26,045 | $154.2 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 9,026 | $148.3 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 10,409 | $141.0 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 663 | $137.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 14,557 | $127.8 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,279 | $126.0 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,768 | $122.1 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 8,844 | $120.1 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,720 | $114.9 萬 | 0.3% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 18,132 | $110.7 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 9,468 | $103.5 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,830 | $100.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,909 | $96.3 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 24,558 | $95.0 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 6,683 | $94.5 萬 | 0.2% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,407 | $84.5 萬 | 0.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,827 | $77.7 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 5,372 | $71.6 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,148 | $70.6 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,421 | $67.6 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,905 | $64.2 萬 | 0.2% | – | – | – |
| DCIDonaldson Co Inc | Stock | 10,945 | $63.7 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 20,803 | $63.0 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 9,458 | $60.5 萬 | 0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,609 | $59.2 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 2,252 | $57.4 萬 | 0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 2,070 | $57.2 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,623 | $56.0 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 15,036 | $54.5 萬 | 0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,872 | $51.5 萬 | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 6,680 | $51.5 萬 | 0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 41,807 | $51.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,142 | $48.0 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,263 | $47.0 萬 | 0.1% | – | – | 歷史 |
| CICigna Group | Stock | 1,916 | $46.3 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,474 | $46.2 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 5,062 | $45.7 萬 | 0.1% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 2,733 | $45.2 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,517 | $44.0 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V571 | GLOBAL DRGN CN | 6,750 | $42.9 萬 | 0.1% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,931 | $42.8 萬 | 0.1% | – | – | – |
| SHOPShopify Inc. | Stock | 387 | $42.8 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 7,842 | $42.4 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,948 | $41.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,454 | $39.9 萬 | 0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,194 | $38.5 萬 | 0.1% | – | – | – |
| DKNGDraftKings Inc. | COM CL A | 6,214 | $38.1 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,022 | $37.8 萬 | 0.1% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 327 | $37.3 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 4,845 | $36.6 萬 | 0.1% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 1,097 | $36.3 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,256 | $36.1 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,203 | $36.0 萬 | 0.1% | – | – | – |
| EWEdwards Lifesciences Corp | Stock | 4,295 | $35.9 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,085 | $35.8 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,533 | $34.9 萬 | 0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 895 | $34.3 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,996 | $33.9 萬 | 0.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 14,284 | $33.3 萬 | 0.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 4,193 | $33.0 萬 | 0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 3,716 | $33.0 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,002 | $33.0 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 881 | $32.1 萬 | 0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 3,295 | $31.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 8,248 | $31.5 萬 | 0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,283 | $31.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 3,282 | $31.2 萬 | 0.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,406 | $30.9 萬 | 0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,414 | $30.0 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,107 | $28.8 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 5,400 | $28.5 萬 | 0.1% | – | – | 歷史 |
| LEGLeggett & Platt Inc | Stock | 6,220 | $28.4 萬 | 0.1% | – | – | 歷史 |