WT Wealth Management
- SEC CIK
- 0001780507
- 最新申報
- 2026/7/22
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/29 申報。只含多頭部位。
- 持股檔數
- 121
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.16 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 225,110 | $2,177 萬 | 10.1% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 232,851 | $1,375 萬 | 6.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 244,351 | $919.2 萬 | 4.2% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 168,651 | $852.0 萬 | 3.9% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 197,353 | $539.4 萬 | 2.5% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 93,590 | $527.9 萬 | 2.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 55,190 | $455.3 萬 | 2.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,463 | $452.7 萬 | 2.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 35,001 | $427.5 萬 | 2.0% | – | – | 歷史 |
| Innovator ETFs Tr II45783G201 | S&P INVSTMNT GRD | 175,644 | $425.6 萬 | 2.0% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 55,396 | $383.3 萬 | 1.8% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 60,545 | $363.2 萬 | 1.7% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 70,200 | $358.4 萬 | 1.7% | – | – | – |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 123,379 | $336.5 萬 | 1.6% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 36,103 | $335.9 萬 | 1.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,607 | $332.5 萬 | 1.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,783 | $325.0 萬 | 1.5% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 26,779 | $312.6 萬 | 1.4% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 72,655 | $298.5 萬 | 1.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 17,308 | $276.9 萬 | 1.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,570 | $252.4 萬 | 1.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 40,204 | $233.8 萬 | 1.1% | – | – | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 41,844 | $225.9 萬 | 1.0% | – | – | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 17,565 | $220.6 萬 | 1.0% | – | – | – |
| MAMastercard Inc | Stock | 6,187 | $220.3 萬 | 1.0% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 20,421 | $216.5 萬 | 1.0% | – | – | 歷史 |
| VVisa Inc. | Stock | 10,071 | $213.2 萬 | 1.0% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 8,267 | $201.4 萬 | 0.9% | – | – | – |
| Flexshares Tr33939L654 | US QT LW VLTY | 41,140 | $192.5 萬 | 0.9% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 59,897 | $190.4 萬 | 0.9% | – | – | – |
| ADBEAdobe Inc. | Stock | 3,878 | $184.3 萬 | 0.9% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 7,958 | $173.6 萬 | 0.8% | – | – | – |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 47,898 | $173.4 萬 | 0.8% | – | – | – |
| DISWalt Disney Co | Stock | 9,373 | $172.9 萬 | 0.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,484 | $167.4 萬 | 0.8% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 5,836 | $165.9 萬 | 0.8% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 12,104 | $164.7 萬 | 0.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,699 | $162.9 萬 | 0.8% | – | – | 歷史 |
| TGTTarget Corp | Stock | 8,162 | $161.7 萬 | 0.7% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 27,778 | $161.5 萬 | 0.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,506 | $158.8 萬 | 0.7% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 11,172 | $148.6 萬 | 0.7% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,041 | $146.7 萬 | 0.7% | – | – | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 58,039 | $145.4 萬 | 0.7% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 16,709 | $144.1 萬 | 0.7% | – | – | – |
| ROKURoku, Inc | COM CL A | 4,348 | $141.7 萬 | 0.7% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 8,240 | $140.1 萬 | 0.6% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 34,391 | $139.9 萬 | 0.6% | – | – | – |
| NFLXNetflix Inc | Stock | 2,612 | $136.3 萬 | 0.6% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 3,444 | $131.9 萬 | 0.6% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 25,014 | $131.0 萬 | 0.6% | – | – | – |
| XYZBlock, Inc. | CL A | 5,746 | $130.5 萬 | 0.6% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 10,254 | $128.5 萬 | 0.6% | – | – | 歷史 |
| Franklin Templeton ETF Tr35473P504 | LIBERTY US ETF | 28,953 | $126.7 萬 | 0.6% | – | – | – |
| LUVSouthwest Airlines Co | COM | 19,523 | $119.2 萬 | 0.6% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 22,917 | $117.6 萬 | 0.5% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 69,928 | $114.7 萬 | 0.5% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 5,654 | $114.5 萬 | 0.5% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,204 | $110.3 萬 | 0.5% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 6,206 | $106.8 萬 | 0.5% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 3,234 | $103.9 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 20,567 | $103.4 萬 | 0.5% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 5,397 | $101.9 萬 | 0.5% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 9,254 | $101.1 萬 | 0.5% | – | – | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 39,440 | $100.6 萬 | 0.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,998 | $95.7 萬 | 0.4% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 17,890 | $95.5 萬 | 0.4% | – | – | – |
| LULUlululemon athletica inc. | Stock | 3,110 | $95.4 萬 | 0.4% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 17,463 | $95.2 萬 | 0.4% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 4,721 | $95.2 萬 | 0.4% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 2,630 | $89.6 萬 | 0.4% | – | – | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 25,228 | $88.8 萬 | 0.4% | – | – | – |
| ULTAUlta Beauty, Inc. | Stock | 2,834 | $87.6 萬 | 0.4% | – | – | 歷史 |
| PINSPinterest, Inc. | CL A | 11,512 | $85.2 萬 | 0.4% | – | – | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 15,500 | $85.1 萬 | 0.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,392 | $84.9 萬 | 0.4% | – | – | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 12,898 | $84.4 萬 | 0.4% | – | – | – |
| CHWYChewy, Inc. | CL A | 9,740 | $82.5 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 27,019 | $78.9 萬 | 0.4% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 25,602 | $78.4 萬 | 0.4% | – | – | – |
| ABNBAirbnb, Inc. | Stock | 4,152 | $78.0 萬 | 0.4% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,356 | $77.1 萬 | 0.4% | – | – | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 10,707 | $74.1 萬 | 0.3% | – | – | 歷史 |
| MTCHMatch Group, Inc. | COM | 5,318 | $73.1 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,136 | $72.9 萬 | 0.3% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 21,178 | $72.1 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V720 | LEISU ENTMT ETF | 15,278 | $70.2 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 14,206 | $69.9 萬 | 0.3% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 7,581 | $68.9 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 10,092 | $65.9 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 949 | $63.4 萬 | 0.3% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 10,133 | $62.0 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,517 | $60.3 萬 | 0.3% | – | – | – |
| TDOCTeladoc Health, Inc. | COM | 3,301 | $60.0 萬 | 0.3% | – | – | 歷史 |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 28,012 | $59.2 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,329 | $57.9 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,246 | $55.1 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 13,845 | $49.0 萬 | 0.2% | – | – | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 7,024 | $46.9 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 20,759 | $45.2 萬 | 0.2% | – | – | – |