Professional Planning
- SEC CIK
- 0001740871
- 最新申報
- 2021/11/15
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 120
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.05 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 194,424 | $2,375 萬 | 11.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,495 | $2,319 萬 | 11.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 47,795 | $1,127 萬 | 5.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 31,713 | $1,012 萬 | 4.9% | – | – | – |
| MAMastercard Inc | Stock | 27,615 | $983.2 萬 | 4.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 42,415 | $898.0 萬 | 4.4% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 96,983 | $860.5 萬 | 4.2% | – | – | – |
| TSLATesla, Inc. | Stock | 8,296 | $554.1 萬 | 2.7% | – | – | 歷史 |
| Fidelity Merrimack STR Tr316188101 | CORP BOND ETF | 91,145 | $494.0 萬 | 2.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 12,096 | $426.3 萬 | 2.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 13,806 | $421.4 萬 | 2.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,780 | $367.1 萬 | 1.8% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 18,696 | $344.9 萬 | 1.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,013 | $324.3 萬 | 1.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 5,085 | $271.5 萬 | 1.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 24,120 | $263.5 萬 | 1.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,266 | $261.8 萬 | 1.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,251 | $247.7 萬 | 1.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 15,181 | $231.1 萬 | 1.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 22,503 | $221.4 萬 | 1.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $192.8 萬 | 0.9% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 18,094 | $191.2 萬 | 0.9% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,749 | $178.8 萬 | 0.9% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 21,016 | $178.0 萬 | 0.9% | – | – | – |
| ZMZoom Communications, Inc. | Stock | 5,394 | $173.3 萬 | 0.8% | – | – | 歷史 |
| BABoeing Co | Stock | 6,774 | $172.5 萬 | 0.8% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 3,267 | $170.4 萬 | 0.8% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 13,377 | $167.8 萬 | 0.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,048 | $154.5 萬 | 0.8% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 19,938 | $138.1 萬 | 0.7% | – | – | – |
| WMTWalmart Inc. | Stock | 10,109 | $137.3 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 10,307 | $123.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,966 | $123.3 萬 | 0.6% | – | – | – |
| MRNAModerna, Inc. | Stock | 9,126 | $119.5 萬 | 0.6% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,538 | $116.8 萬 | 0.6% | – | – | – |
| NKENIKE, Inc. | Stock | 8,570 | $113.8 萬 | 0.6% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 4,970 | $112.8 萬 | 0.6% | – | – | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 22,802 | $106.5 萬 | 0.5% | – | – | 歷史 |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 19,964 | $103.9 萬 | 0.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 17,632 | $102.5 萬 | 0.5% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,936 | $95.5 萬 | 0.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,099 | $91.8 萬 | 0.4% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 5,891 | $88.3 萬 | 0.4% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,189 | $87.7 萬 | 0.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,099 | $86.8 萬 | 0.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,292 | $84.6 萬 | 0.4% | – | – | 歷史 |
| TGTTarget Corp | Stock | 4,235 | $83.8 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,747 | $83.0 萬 | 0.4% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 8,114 | $82.6 萬 | 0.4% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,269 | $81.4 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 7,396 | $80.0 萬 | 0.4% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 6,115 | $78.8 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,747 | $78.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,204 | $75.2 萬 | 0.4% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 1,016 | $66.2 萬 | 0.3% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 12,006 | $60.9 萬 | 0.3% | – | – | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 10,290 | $60.6 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V647 | SEMICONDUCTORS | 4,985 | $60.0 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 4,991 | $59.7 萬 | 0.3% | – | – | – |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 21,787 | $59.2 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,544 | $57.4 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,036 | $54.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,857 | $54.4 萬 | 0.3% | – | – | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 10,772 | $52.7 萬 | 0.3% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 2,328 | $52.7 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,112 | $52.5 萬 | 0.3% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 4,346 | $52.1 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 14,164 | $51.3 萬 | 0.3% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,378 | $50.0 萬 | 0.2% | – | – | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 3,995 | $48.6 萬 | 0.2% | – | – | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 6,159 | $47.0 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 3,221 | $45.5 萬 | 0.2% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 2,970 | $43.9 萬 | 0.2% | – | – | 歷史 |
| PFSIPennyMac Financial Services, Inc. | COM | 6,469 | $43.2 萬 | 0.2% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,393 | $42.7 萬 | 0.2% | – | – | 歷史 |
| HBNCHorizon Bancorp Inc | COM | 22,778 | $42.3 萬 | 0.2% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 8,281 | $42.2 萬 | 0.2% | – | – | – |
| iShares Tr464288752 | US HOME CONS ETF | 6,170 | $41.8 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,153 | $41.5 萬 | 0.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,892 | $40.8 萬 | 0.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,395 | $38.6 萬 | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 4,925 | $38.0 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,984 | $37.7 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 4,010 | $36.7 萬 | 0.2% | – | – | – |
| BIDUBaidu, Inc. | ADR | 1,657 | $36.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,315 | $34.8 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,737 | $33.0 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 6,676 | $32.1 萬 | 0.2% | – | – | – |
| DHRDanaher Corp | Stock | 1,405 | $31.6 萬 | 0.2% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 6,233 | $31.4 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,091 | $30.7 萬 | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 5,661 | $29.8 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 4,379 | $29.0 萬 | 0.1% | – | – | – |
| ILMNIllumina, Inc. | COM | 751 | $28.8 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,120 | $28.7 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,516 | $28.7 萬 | 0.1% | – | – | – |
| HONHoneywell International Inc | COM | 1,270 | $27.5 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,396 | $27.3 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,321 | $27.3 萬 | 0.1% | – | – | – |
| ROKURoku, Inc | COM CL A | 841 | $27.3 萬 | 0.1% | – | – | 歷史 |