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 |
|---|---|---|---|---|---|---|---|
| NLYAnnaly Capital Management Inc | COM | 14,445 | $12.4 萬 | 0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 11,177 | $13.6 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F460 | CEF MUNI INCOME | 6,990 | $20.0 萬 | 0.1% | – | – | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,663 | $20.8 萬 | 0.1% | – | – | – |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 6,244 | $21.9 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,721 | $22.6 萬 | 0.1% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 718 | $23.2 萬 | 0.1% | – | – | 歷史 |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 9,015 | $23.2 萬 | 0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 2,589 | $23.3 萬 | 0.1% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 2,520 | $23.4 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V720 | LEISU ENTMT ETF | 5,142 | $23.6 萬 | 0.1% | – | – | – |
| AMATApplied Materials Inc | Stock | 1,804 | $24.1 萬 | 0.1% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 2,308 | $24.9 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 9,968 | $25.2 萬 | 0.1% | – | – | – |
| Global X FDS37954Y392 | VDEO GAM ESPRT | 8,037 | $25.2 萬 | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 8,622 | $26.0 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,404 | $26.2 萬 | 0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 2,967 | $26.3 萬 | 0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 579 | $26.4 萬 | 0.1% | – | – | 歷史 |
| RPMRPM International Inc | COM | 2,934 | $26.9 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 |
| HONHoneywell International Inc | COM | 1,270 | $27.5 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% | – | – | – |
| ILMNIllumina, Inc. | COM | 751 | $28.8 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 4,379 | $29.0 萬 | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 5,661 | $29.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,091 | $30.7 萬 | 0.1% | – | – | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 6,233 | $31.4 萬 | 0.2% | – | – | – |
| DHRDanaher Corp | Stock | 1,405 | $31.6 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 6,676 | $32.1 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,737 | $33.0 萬 | 0.2% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,315 | $34.8 萬 | 0.2% | – | – | – |
| BIDUBaidu, Inc. | ADR | 1,657 | $36.0 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 4,010 | $36.7 萬 | 0.2% | – | – | – |
| LOWLowes Companies Inc | Stock | 1,984 | $37.7 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 4,925 | $38.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,395 | $38.6 萬 | 0.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,892 | $40.8 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,153 | $41.5 萬 | 0.2% | – | – | – |
| iShares Tr464288752 | US HOME CONS ETF | 6,170 | $41.8 萬 | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 8,281 | $42.2 萬 | 0.2% | – | – | – |
| HBNCHorizon Bancorp Inc | COM | 22,778 | $42.3 萬 | 0.2% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,393 | $42.7 萬 | 0.2% | – | – | 歷史 |
| PFSIPennyMac Financial Services, Inc. | COM | 6,469 | $43.2 萬 | 0.2% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 2,970 | $43.9 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,221 | $45.5 萬 | 0.2% | – | – | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 6,159 | $47.0 萬 | 0.2% | – | – | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 3,995 | $48.6 萬 | 0.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,378 | $50.0 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 14,164 | $51.3 萬 | 0.3% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 4,346 | $52.1 萬 | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 2,112 | $52.5 萬 | 0.3% | – | – | 歷史 |
| 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 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,857 | $54.4 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,036 | $54.6 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,544 | $57.4 萬 | 0.3% | – | – | 歷史 |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 21,787 | $59.2 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 4,991 | $59.7 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V647 | SEMICONDUCTORS | 4,985 | $60.0 萬 | 0.3% | – | – | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 10,290 | $60.6 萬 | 0.3% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 12,006 | $60.9 萬 | 0.3% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 1,016 | $66.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,204 | $75.2 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 4,747 | $78.0 萬 | 0.4% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 6,115 | $78.8 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,396 | $80.0 萬 | 0.4% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,269 | $81.4 萬 | 0.4% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 8,114 | $82.6 萬 | 0.4% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,747 | $83.0 萬 | 0.4% | – | – | 歷史 |
| TGTTarget Corp | Stock | 4,235 | $83.8 萬 | 0.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,292 | $84.6 萬 | 0.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,099 | $86.8 萬 | 0.4% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,189 | $87.7 萬 | 0.4% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 5,891 | $88.3 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,099 | $91.8 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,936 | $95.5 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 17,632 | $102.5 萬 | 0.5% | – | – | 歷史 |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 19,964 | $103.9 萬 | 0.5% | – | – | – |
| FFINFirst Financial Bankshares Inc | COM | 22,802 | $106.5 萬 | 0.5% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 4,970 | $112.8 萬 | 0.6% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 8,570 | $113.8 萬 | 0.6% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,538 | $116.8 萬 | 0.6% | – | – | – |
| MRNAModerna, Inc. | Stock | 9,126 | $119.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,966 | $123.3 萬 | 0.6% | – | – | – |
| ABTAbbott Laboratories | Stock | 10,307 | $123.5 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 10,109 | $137.3 萬 | 0.7% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 19,938 | $138.1 萬 | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,048 | $154.5 萬 | 0.8% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 13,377 | $167.8 萬 | 0.8% | – | – | – |
| NFLXNetflix Inc | Stock | 3,267 | $170.4 萬 | 0.8% | – | – | 歷史 |
| BABoeing Co | Stock | 6,774 | $172.5 萬 | 0.8% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 5,394 | $173.3 萬 | 0.8% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 21,016 | $178.0 萬 | 0.9% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,749 | $178.8 萬 | 0.9% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 18,094 | $191.2 萬 | 0.9% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $192.8 萬 | 0.9% | – | – | 歷史 |