Edge Capital Group, LLC
- SEC CIK
- 0001767220
- 最新申報
- 2025/2/4
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 279
- 2020 年第 4 季沒有 13F 資料
- 總值
- $11.9 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 |
|---|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,213,933 | $1.23 億 | 10.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 250,133 | $9,914 萬 | 8.3% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 916,540 | $7,592 萬 | 6.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 164,400 | $5,989 萬 | 5.0% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 795,923 | $5,123 萬 | 4.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 221,599 | $3,259 萬 | 2.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 158,061 | $2,406 萬 | 2.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 88,880 | $2,096 萬 | 1.8% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 376,089 | $1,958 萬 | 1.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 170,843 | $1,945 萬 | 1.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 114,710 | $1,885 萬 | 1.6% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 253,343 | $1,825 萬 | 1.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 44,164 | $1,757 萬 | 1.5% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 110,357 | $1,673 萬 | 1.4% | – | – | – |
| KOCoca Cola Co | Stock | 267,540 | $1,410 萬 | 1.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 110,517 | $1,351 萬 | 1.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 111,547 | $1,318 萬 | 1.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 165,691 | $1,287 萬 | 1.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 94,741 | $1,256 萬 | 1.1% | – | – | 歷史 |
| STTState Street Corp | COM | 140,764 | $1,183 萬 | 1.0% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 52,418 | $1,155 萬 | 1.0% | – | – | 歷史 |
| RTXRTX Corp | Stock | 147,814 | $1,142 萬 | 1.0% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 35,509 | $1,084 萬 | 0.9% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 22,938 | $1,064 萬 | 0.9% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 60,586 | $1,043 萬 | 0.9% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 38,208 | $928.6 萬 | 0.8% | – | – | – |
| CVXChevron Corp | Stock | 88,583 | $928.3 萬 | 0.8% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 119,518 | $903.7 萬 | 0.8% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 75,291 | $902.3 萬 | 0.8% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 38,606 | $895.2 萬 | 0.7% | – | – | 歷史 |
| INTCIntel Corp | Stock | 137,591 | $880.6 萬 | 0.7% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 60,903 | $861.4 萬 | 0.7% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 43,877 | $829.2 萬 | 0.7% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 49,172 | $807.5 萬 | 0.7% | – | – | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 141,267 | $805.6 萬 | 0.7% | – | – | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 145,162 | $757.2 萬 | 0.6% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 443,100 | $737.8 萬 | 0.6% | – | – | 歷史 |
| ALBAlbemarle Corp | Stock | 50,402 | $736.4 萬 | 0.6% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,297 | $728.2 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 32,724 | $723.0 萬 | 0.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 140,975 | $692.3 萬 | 0.6% | – | – | – |
| CFCF Industries Holdings, Inc. | COM | 149,695 | $679.3 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 88,426 | $670.9 萬 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,154 | $667.4 萬 | 0.6% | – | – | 歷史 |
| BACBank of America Corp | Stock | 165,499 | $640.3 萬 | 0.5% | – | – | 歷史 |
| BPBP PLC | ADR | 257,192 | $626.3 萬 | 0.5% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 111,113 | $620.3 萬 | 0.5% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 51,603 | $610.4 萬 | 0.5% | – | – | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 238,570 | $597.9 萬 | 0.5% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 109,558 | $584.4 萬 | 0.5% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 116,560 | $579.5 萬 | 0.5% | – | – | 歷史 |
| BGBunge Global SA | COM | 70,094 | $555.6 萬 | 0.5% | – | – | 歷史 |
| INGING Groep NV | SPONSORED ADR | 453,938 | $555.2 萬 | 0.5% | – | – | 歷史 |
| DOWDow Inc. | Stock | 83,640 | $534.8 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 24,549 | $532.9 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 76,279 | $525.6 萬 | 0.4% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 50,130 | $503.6 萬 | 0.4% | – | – | – |
| NVONovo Nordisk A S | ADR | 73,943 | $498.5 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 54,434 | $494.2 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 19,297 | $493.0 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,772 | $487.5 萬 | 0.4% | – | – | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 36,066 | $446.9 萬 | 0.4% | – | – | – |
| NEUNewmarket Corp | COM | 11,087 | $421.5 萬 | 0.4% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 30,306 | $402.5 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,896 | $392.2 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 40,060 | $384.7 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,862 | $384.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 16,198 | $384.3 萬 | 0.3% | – | – | – |
| ABMDAbiomed Inc | COM | 12,005 | $382.6 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 27,149 | $367.7 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 55,788 | $364.2 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 64,072 | $357.7 萬 | 0.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 12,543 | $346.5 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286426 | MSCI EM ASIA ETF | 38,020 | $345.0 萬 | 0.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 17,295 | $323.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 23,877 | $313.9 萬 | 0.3% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 8 | $308.6 萬 | 0.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 56,592 | $306.2 萬 | 0.3% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 28,722 | $292.7 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,805 | $281.1 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,723 | $279.1 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 9,470 | $279.0 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,166 | $264.8 萬 | 0.2% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 13,779 | $259.5 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 11,459 | $256.8 萬 | 0.2% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 332,154 | $255.1 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 15,705 | $252.6 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 13,612 | $251.2 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 12,375 | $245.1 萬 | 0.2% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 144,300 | $227.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 6,137 | $220.0 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 11,578 | $206.4 萬 | 0.2% | – | – | – |
| CMECME Group Inc. | COM | 9,954 | $203.3 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 9,541 | $202.2 萬 | 0.2% | – | – | 歷史 |
| HASHasbro, Inc. | COM | 20,574 | $197.8 萬 | 0.2% | – | – | 歷史 |
| OKEONEOK Inc | COM | 39,018 | $197.7 萬 | 0.2% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 19,865 | $188.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288182 | MSCI AC ASIA ETF | 20,341 | $188.5 萬 | 0.2% | – | – | – |
| NKENIKE, Inc. | Stock | 14,012 | $186.2 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,848 | $182.0 萬 | 0.2% | – | – | – |