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 |
|---|---|---|---|---|---|---|---|
| AQBAquabounty Technologies Inc | COM NEW | 10,000 | $6.70 萬 | <0.1% | – | – | 歷史 |
| SGMOQSangamo Therapeutics, Inc | COM | 10,000 | $12.5 萬 | <0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 904 | $20.4 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,074 | $20.4 萬 | 0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 423 | $21.2 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 1,769 | $21.2 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,821 | $21.3 萬 | 0.1% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 436 | $21.3 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,971 | $21.4 萬 | 0.1% | – | – | – |
| CCitigroup Inc | Stock | 3,046 | $22.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,346 | $22.3 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,046 | $22.4 萬 | 0.1% | – | – | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 4,402 | $22.5 萬 | 0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 985 | $22.8 萬 | 0.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 418 | $23.1 萬 | 0.1% | – | – | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 2,727 | $23.1 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,143 | $23.2 萬 | 0.1% | – | – | 歷史 |
| BRKLBrookline Bancorp Inc | COM | 15,459 | $23.2 萬 | 0.1% | – | – | 歷史 |
| HUBSHubSpot Inc | COM | 530 | $24.1 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 18,444 | $24.2 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 466 | $24.3 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 3,161 | $24.4 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 3,456 | $24.5 萬 | 0.1% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 2,984 | $24.8 萬 | 0.1% | – | – | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 2,740 | $25.4 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 723 | $25.5 萬 | 0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 3,418 | $25.7 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 5,141 | $26.3 萬 | 0.1% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,103 | $26.4 萬 | 0.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 10,204 | $26.7 萬 | 0.1% | – | – | – |
| SESea Ltd | SPONSORD ADS | 1,250 | $27.9 萬 | 0.1% | – | – | 歷史 |
| CABOCable One, Inc. | COM | 153 | $28.0 萬 | 0.1% | – | – | 歷史 |
| LEGLeggett & Platt Inc | Stock | 6,220 | $28.4 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 5,400 | $28.5 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,107 | $28.8 萬 | 0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,414 | $30.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,406 | $30.9 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% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 8,248 | $31.5 萬 | 0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 3,295 | $31.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 881 | $32.1 萬 | 0.1% | – | – | – |
| 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% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 14,284 | $33.3 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,996 | $33.9 萬 | 0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 895 | $34.3 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,533 | $34.9 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,085 | $35.8 萬 | 0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 4,295 | $35.9 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,203 | $36.0 萬 | 0.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 2,256 | $36.1 萬 | 0.1% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 1,097 | $36.3 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 4,845 | $36.6 萬 | 0.1% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 327 | $37.3 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,022 | $37.8 萬 | 0.1% | – | – | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 6,214 | $38.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,194 | $38.5 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,454 | $39.9 萬 | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 3,948 | $41.4 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 7,842 | $42.4 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,931 | $42.8 萬 | 0.1% | – | – | – |
| SHOPShopify Inc. | Stock | 387 | $42.8 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V571 | GLOBAL DRGN CN | 6,750 | $42.9 萬 | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 8,517 | $44.0 萬 | 0.1% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 2,733 | $45.2 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 5,062 | $45.7 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,474 | $46.2 萬 | 0.1% | – | – | 歷史 |
| CICigna Group | Stock | 1,916 | $46.3 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,263 | $47.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,142 | $48.0 萬 | 0.1% | – | – | – |
| FFord Motor Co | Stock | 41,807 | $51.2 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 |
| PFEPfizer Inc | Stock | 15,036 | $54.5 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,623 | $56.0 萬 | 0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 2,070 | $57.2 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 2,252 | $57.4 萬 | 0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,609 | $59.2 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 9,458 | $60.5 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 20,803 | $63.0 萬 | 0.2% | – | – | 歷史 |
| DCIDonaldson Co Inc | Stock | 10,945 | $63.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,905 | $64.2 萬 | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,421 | $67.6 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,148 | $70.6 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,372 | $71.6 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,827 | $77.7 萬 | 0.2% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 7,407 | $84.5 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 6,683 | $94.5 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 24,558 | $95.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,909 | $96.3 萬 | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 2,830 | $100.8 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 9,468 | $103.5 萬 | 0.3% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 18,132 | $110.7 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,720 | $114.9 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 8,844 | $120.1 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,768 | $122.1 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,279 | $126.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 14,557 | $127.8 萬 | 0.3% | – | – | – |