跳到主要內容
Livermore
Livermore
中文EN

Retirement Group, LLC

SEC CIK
0001740491
最新申報
2024/4/30

2021 年第 3 季持倉

持倉截至 2021/9/30，2021/11/16 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
663
較 2021 年第 2 季 −32
總值
$2.17 億
較 2021 年第 2 季 +$927.5 萬 (+4.5%)
申報日
2021/11/16
SEC
Retirement Group, LLC 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GILDGilead Sciences, Inc.Stock192$1.30 萬<0.1%−150−43.9%減碼歷史
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF184$1.30 萬<0.1%00.0%不變–
iShares Inc464286533MSCI EMERG MRKT325$1.30 萬<0.1%+218+203.7%加碼–
ALXNAlexion Pharmaceuticals, Inc.COM60$1.30 萬<0.1%+51+566.7%加碼歷史
VFCV F CorpStock213$1.40 萬<0.1%+1+0.5%加碼歷史
EDConsolidated Edison IncStock191$1.40 萬<0.1%+75+64.7%加碼歷史
SYKStryker CorpStock53$1.40 萬<0.1%00.0%不變歷史
RTXRTX CorpStock163$1.40 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC455$1.40 萬<0.1%00.0%不變–
iShares Inc464286285JP MRGN EM HI BD310$1.40 萬<0.1%−385−55.4%減碼–
iShares Tr46435G268RUSEL 2500 ETF215$1.40 萬<0.1%00.0%不變–
BARGraniteShares Gold TrustSHS BEN INT800$1.40 萬<0.1%00.0%不變歷史
Renaissance Cap Greenwich FD759937204IPO ETF215$1.40 萬<0.1%00.0%不變–
HDHome Depot, Inc.Stock45$1.50 萬<0.1%+15+50.0%加碼歷史
GLWCorning IncCOM406$1.50 萬<0.1%+3+0.7%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF487$1.50 萬<0.1%00.0%不變–
Vanguard Whitehall FDS921946794INTL HIGH ETF225$1.50 萬<0.1%00.0%不變–
IIPRInnovative Industrial Properties IncCOM64$1.50 萬<0.1%00.0%不變歷史
NEONeogenomics IncCOM NEW320$1.50 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF134$1.50 萬<0.1%00.0%不變–
iShares Tr46434V266INTERNATIONAL SL425$1.50 萬<0.1%00.0%不變–
ATNMActinium Pharmaceuticals, Inc.COM1,129$1.50 萬<0.1%+1,050+1,329.1%加碼歷史
Healthcare Realty Trust Inc42225P501CL A NEW500$1.50 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E388S&P 500 EX RAT325$1.50 萬<0.1%00.0%不變–
Vanguard Short-Term Bond ETF921937827ETF190$1.60 萬<0.1%00.0%不變–
iShares Tr464288703MRNING SM CP ETF279$1.60 萬<0.1%00.0%不變–
USOUnited States Oil Fund, LPUNITS312$1.60 萬<0.1%00.0%不變歷史
PEPPepsiCo IncStock116$1.70 萬<0.1%+11+10.5%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF35$1.70 萬<0.1%00.0%不變歷史
BIIBBiogen Inc.COM59$1.70 萬<0.1%00.0%不變歷史
OKEONEOK IncCOM300$1.70 萬<0.1%−200−40.0%減碼歷史
Goldman Sachs ETF Tr381430529ACCES TREASURY174$1.70 萬<0.1%00.0%不變–
DDTDillard's, Inc.CL A600$1.70 萬<0.1%00.0%不變歷史
PGProcter & Gamble CoStock130$1.80 萬<0.1%−22−14.5%減碼歷史
NFLXNetflix IncStock29$1.80 萬<0.1%+2+7.4%加碼歷史
CVSCVS Health CorpStock209$1.80 萬<0.1%00.0%不變歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF371$1.80 萬<0.1%00.0%不變–
DUKDuke Energy CORPStock181$1.80 萬<0.1%+20+12.4%加碼歷史
MMM3M CoStock100$1.80 萬<0.1%00.0%不變歷史
BSXBoston Scientific CorpStock413$1.80 萬<0.1%00.0%不變歷史
iShares Tr464288406MRGSTR MD CP VAL282$1.80 萬<0.1%00.0%不變–
DOVDOVER CorpCOM117$1.80 萬<0.1%00.0%不變歷史
iShares Tr464289875CORE 40 MODE ETF400$1.80 萬<0.1%+400新進–
Invesco Exchange Traded FD T46137V589GBL LISTED PVT1,225$1.80 萬<0.1%+650+113.0%加碼–
COSTCostco Wholesale CorpStock43$1.90 萬<0.1%+12+38.7%加碼歷史
EPDEnterprise Products Partners L.P.Stock880$1.90 萬<0.1%−8,000−90.1%減碼歷史
GWWW.W. Grainger, Inc.Stock48$1.90 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD231$1.90 萬<0.1%00.0%不變–
iShares Tr464287630RUS 2000 VAL ETF116$1.90 萬<0.1%00.0%不變–
PRPOPrecipio, Inc.COM6,750$1.90 萬<0.1%+1,000+17.4%加碼歷史
Schwab Strategic Tr8085247221000 INDEX ETF461$2.00 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF250$2.00 萬<0.1%00.0%不變–
NEENextera Energy IncStock272$2.10 萬<0.1%+1+0.4%加碼歷史
CAHCardinal Health IncStock431$2.10 萬<0.1%00.0%不變歷史
U.S. Global Jets ETF26922A842ETF900$2.10 萬<0.1%00.0%不變–
iShares Tr464287341GLOBAL ENERG ETF775$2.10 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138G508SR LN ETF952$2.10 萬<0.1%00.0%不變–
LUVSouthwest Airlines CoCOM1,341$2.10 萬<0.1%+1,179+727.8%加碼歷史
CTXSCitrix Systems IncCOM200$2.10 萬<0.1%00.0%不變歷史
SPLKSplunk IncCOM678$2.10 萬<0.1%+678新進歷史
MUMicron Technology IncStock305$2.20 萬<0.1%00.0%不變歷史
VVisa Inc.Stock100$2.20 萬<0.1%+12+13.6%加碼歷史
MDLZMondelez International, Inc.Stock373$2.20 萬<0.1%00.0%不變歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET250$2.20 萬<0.1%00.0%不變歷史
WisdomTree Tr97717X669US QTLY DIV GRT374$2.20 萬<0.1%+2+0.5%加碼–
FSKFS KKR Capital CorpCOM981$2.20 萬<0.1%00.0%不變歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF427$2.30 萬<0.1%00.0%不變–
GOLFAcushnet Holdings Corp.COM500$2.30 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A292ST STR PFD ETF537$2.30 萬<0.1%+4+0.8%加碼–
MMacy's, Inc.COM1,039$2.30 萬<0.1%00.0%不變歷史
Vanguard Morningstar Large-Cap ETF922908637ETF121$2.40 萬<0.1%00.0%不變–
XYZBlock, Inc.CL A100$2.40 萬<0.1%00.0%不變歷史
WisdomTree Tr97717W430HEDGED HI YLD BD1,075$2.40 萬<0.1%−1,300−54.7%減碼–
ProShares Tr74348A541HGH YLD INT RATE375$2.40 萬<0.1%−410−52.2%減碼–
GSKGSK plcSPONSORED ADR804$2.40 萬<0.1%+500+164.5%加碼歷史
iShares Future AI & Tech ETF46435U556ETF580$2.50 萬<0.1%00.0%不變–
AVGOBroadcom Inc.Stock133$2.50 萬<0.1%+102+329.0%加碼歷史
JPMJPMorgan Chase & CoStock151$2.50 萬<0.1%00.0%不變歷史
Vanguard S&P 500 ETF922908363ETF66$2.60 萬<0.1%+60+1,000.0%加碼–
UNMUnum GroupStock1,000$2.70 萬<0.1%00.0%不變歷史
iShares Russell 1000 Value ETF464287598ETF173$2.70 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT178$2.70 萬<0.1%00.0%不變–
WisdomTree Tr97717W570US MIDCAP FUND517$2.70 萬<0.1%+2+0.4%加碼–
iShares Tr464288273EAFE SML CP ETF368$2.70 萬<0.1%−290−44.1%減碼–
KOCoca Cola CoStock538$2.80 萬<0.1%+2+0.4%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF390$2.80 萬<0.1%+35+9.9%加碼–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF547$2.80 萬<0.1%+4+0.7%加碼–
iShares Tr46429B655FLTG RATE NT ETF547$2.80 萬<0.1%00.0%不變–
Global X FDS37950E127REIT ETF2,964$2.80 萬<0.1%+43+1.5%加碼–
MRKMerck & Co., Inc.Stock608$3.00 萬<0.1%+327+116.4%加碼歷史
iShares Tips Bond ETF464287176ETF231$3.00 萬<0.1%+4+1.8%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF584$3.00 萬<0.1%00.0%不變–
MCDMcDonalds CorpStock125$3.00 萬<0.1%00.0%不變歷史
CRMSalesforce, Inc.Stock110$3.00 萬<0.1%+12+12.2%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN3,090$3.00 萬<0.1%00.0%不變歷史
iShares Tr4642874407-10 YR TRSY BD260$3.00 萬<0.1%00.0%不變–
Vanguard Malvern FDS922020805STRM INFPROIDX595$3.10 萬<0.1%00.0%不變–
SPDR Series Trust78464A201ST STR SP600GRWO376$3.30 萬<0.1%00.0%不變–
iShares Tr464289867CORE 60 BALA ETF600$3.30 萬<0.1%00.0%不變–
RPAIRetail Properties of America, Inc.CL A2,580$3.30 萬<0.1%00.0%不變歷史

2021 年第 2 季之後清倉（72 檔）

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

Retirement Group, LLC 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
Fidelity Merrimack STR Tr316188200LTD TRM BD ETF11,045$57.8 萬0.3%–
iShares Tr46435G425ESG AWR MSCI USA2,497$24.6 萬0.1%–
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF9,000$23.1 萬0.1%–
Amplify ETF Tr032108102ONLIN RETL ETF705$9.10 萬<0.1%–
NTLAIntellia Therapeutics, Inc.COM500$8.10 萬<0.1%歷史
State Street SPDR NYSE Technology ETF78464A102ETF500$8.00 萬<0.1%–
iShares Inc46434G863ESG AWR MSCI EM1,772$8.00 萬<0.1%–
USALiberty All Star Equity FundSH BEN INT8,250$7.50 萬<0.1%歷史
RYTMRhythm Pharmaceuticals, Inc.COM3,812$7.50 萬<0.1%歷史
iShares Tr464288885EAFE GRWTH ETF670$7.20 萬<0.1%–
OCGNOcugen, Inc.COM8,505$6.80 萬<0.1%歷史
BNGOBionano Genomics, Inc.COM9,000$6.60 萬<0.1%歷史
CRSPCRISPR Therapeutics AGNAMEN AKT323$5.20 萬<0.1%歷史
HALHalliburton CoStock2,000$4.60 萬<0.1%歷史
PXDPioneer Natural Resources CoCOM276$4.50 萬<0.1%歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF826$4.40 萬<0.1%–
iShares Tr46434V456MSCI INTL QUALTY973$3.80 萬<0.1%–
MXLMaxlinear, IncCOM756$3.20 萬<0.1%歷史
DOCUDocuSign, Inc.Stock100$2.80 萬<0.1%歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT500$2.70 萬<0.1%歷史
ILMNIllumina, Inc.COM56$2.60 萬<0.1%歷史
SNOWSnowflake Inc.Stock100$2.40 萬<0.1%歷史
GRWGGrowGeneration Corp.COM500$2.40 萬<0.1%歷史
SPDR Series Trust78464A656ST STR TIPS ETF678$2.10 萬<0.1%–
NOKNokia CorpSPONSORED ADR4,000$2.10 萬<0.1%歷史
iShares Tr46434V803HDG MSCI EAFE605$2.10 萬<0.1%–
RDWRRadware LtdORD662$2.00 萬<0.1%歷史
STMSTMicroelectronics N.V.NY REGISTRY500$1.80 萬<0.1%歷史
EDITEditas Medicine, Inc.COM325$1.80 萬<0.1%歷史
SLESuper League Enterprise, Inc.COM3,000$1.60 萬<0.1%歷史
ProShares Tr74347G507RUSSELL US DIV325$1.50 萬<0.1%–
SPHSuburban Propane Partners LPUNIT LTD PARTN1,000$1.50 萬<0.1%歷史
ATENA10 Networks, Inc.Stock1,050$1.20 萬<0.1%歷史
VanEck ETF Trust92189H607OIL SERVICES ETF50$1.10 萬<0.1%–
IMAXImax CorpCOM500$1.10 萬<0.1%歷史
IBIOiBio, Inc.COM NEW7,135$1.10 萬<0.1%歷史
MXIMMaxim Integrated Products IncCOM100$1.10 萬<0.1%歷史
MPLXMPLX LPCOM UNIT REP LTD326$1.00 萬<0.1%歷史
AVAVAeroVironment IncCOM100$1.00 萬<0.1%歷史
Vanguard Materials ETF92204A801ETF42$8,000<0.1%–
VBIVVBI Vaccines Inc/BCCOM NEW2,450$8,000<0.1%歷史
GTT Communications, Inc.362393100COM3,000$7,000<0.1%–
IDEXIdeanomics, Inc.COM2,500$7,000<0.1%歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN111$6,000<0.1%–
First Tr High Income L/S FD33738E109COM374$6,000<0.1%–
SPCEVirgin Galactic Holdings, IncCOM133$6,000<0.1%歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW80$5,000<0.1%–
First Tr Exchange-Traded FD33733B100WTR ETF60$5,000<0.1%–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE85$5,000<0.1%–
BYNDBeyond Meat, Inc.COM30$5,000<0.1%歷史
TARAProtara Therapeutics, Inc.COM STK500$5,000<0.1%歷史
Churchill Capital Corp IV171439102CL A170$5,000<0.1%–
Global X FDS37950E606MSCI CHINA FINCL300$5,000<0.1%–
AIXCFF EAI Robotics Ecosystem Inc.COM2,500$5,000<0.1%歷史
FLXNFlexion Therapeutics IncCOM500$4,000<0.1%歷史
LULUlululemon athletica inc.Stock8$3,000<0.1%歷史
ZMZoom Communications, Inc.Stock7$3,000<0.1%歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF55$3,000<0.1%–
LBTYKLiberty Global Ltd.SHS CL C114$3,000<0.1%歷史
ORLYO Reilly Automotive IncStock4$2,000<0.1%歷史
ABUSArbutus Biopharma CorpCOM500$2,000<0.1%歷史
Holicity Inc435063102COM CL A150$2,000<0.1%–
KEYSKeysight Technologies, Inc.Stock4$1,000<0.1%歷史
AKAMAkamai Technologies IncCOM11$1,000<0.1%歷史
iShares Tr464288588MBS ETF13$1,000<0.1%–
AZPNASPENTECH CorpCOM4$1,000<0.1%歷史
MNSTMonster Beverage CorpCOM5$00.0%歷史
SIGSignet Jewelers LtdSHS3$00.0%歷史
LILAKLiberty Latin America Ltd.COM CL C8$00.0%歷史
CODXCo-Diagnostics, Inc.COM35$00.0%歷史
VanEck Vectors ETF Tr92189F445INTL HIGH YIELD1$00.0%–
Maxeon Solar Technologies LTY58473102SHS1$00.0%–