Curated Wealth Partners LLC
- SEC CIK
- 0001781284
- 最新申報
- 2026/8/14
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
- 138
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.63 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 |
|---|---|---|---|---|---|---|---|
| SNAPSnap Inc | Stock | 629,041 | $3,289 萬 | 20.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 38,061 | $1,509 萬 | 9.3% | – | – | 歷史 |
| TEXTerex Corp | Stock | 174,971 | $806.1 萬 | 5.0% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM CL A | 167,723 | $788.4 萬 | 4.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 45,160 | $551.6 萬 | 3.4% | – | – | 歷史 |
| BERYBerry Global Group, Inc. | COM | 59,550 | $365.6 萬 | 2.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,412 | $316.2 萬 | 1.9% | – | – | 歷史 |
| ARESAres Management Corp | CL A COM STK | 53,100 | $297.5 萬 | 1.8% | – | – | 歷史 |
| REKRRekor Systems, Inc. | COM | 141,488 | $282.8 萬 | 1.7% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 23,500 | $274.3 萬 | 1.7% | – | – | – |
| ARCCAres Capital Corp | CEF | 143,653 | $268.8 萬 | 1.7% | – | – | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,690 | $268.6 萬 | 1.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 805 | $249.1 萬 | 1.5% | – | – | 歷史 |
| VICIVici Properties Inc. | COM | 72,615 | $205.1 萬 | 1.3% | – | – | 歷史 |
| DVADavita Inc. | COM | 18,535 | $199.8 萬 | 1.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,039 | $195.4 萬 | 1.2% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 26,700 | $173.8 萬 | 1.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 31,920 | $154.1 萬 | 0.9% | – | – | – |
| GMGeneral Motors Co | COM | 26,479 | $152.2 萬 | 0.9% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 4,120 | $147.7 萬 | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,846 | $142.8 萬 | 0.9% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 61,680 | $135.8 萬 | 0.8% | – | – | 歷史 |
| ARDCAres Dynamic Credit Allocation Fund, Inc. | COM | 85,639 | $128.7 萬 | 0.8% | – | – | 歷史 |
| PKGPackaging Corp of America | Stock | 9,450 | $127.1 萬 | 0.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 3,437 | $122.4 萬 | 0.8% | – | – | 歷史 |
| BACBank of America Corp | Stock | 30,412 | $118.0 萬 | 0.7% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 14,700 | $111.5 萬 | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 533 | $109.9 萬 | 0.7% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,420 | $109.1 萬 | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,780 | $96.6 萬 | 0.6% | – | – | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 19,945 | $92.2 萬 | 0.6% | – | – | 歷史 |
| TDYTeledyne Technologies Inc | COM | 2,174 | $89.9 萬 | 0.6% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 7,019 | $84.1 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,927 | $76.7 萬 | 0.5% | – | – | – |
| FCNFti Consulting, Inc | COM | 5,380 | $75.4 萬 | 0.5% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 10,107 | $75.3 萬 | 0.5% | – | – | 歷史 |
| VSTOVista Outdoor Inc. | COM | 22,950 | $73.6 萬 | 0.5% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 17,329 | $73.2 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,956 | $73.0 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,713 | $72.2 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,307 | $70.0 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,160 | $69.9 萬 | 0.4% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,253 | $69.8 萬 | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 6,309 | $66.1 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 4,548 | $64.3 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 17,697 | $64.1 萬 | 0.4% | – | – | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 5,645 | $63.3 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,327 | $63.1 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,593 | $63.0 萬 | 0.4% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 10,524 | $61.6 萬 | 0.4% | – | – | 歷史 |
| PRIPrimerica, Inc. | Stock | 4,131 | $61.0 萬 | 0.4% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 12,373 | $60.4 萬 | 0.4% | – | – | 歷史 |
| FHBFirst Hawaiian, Inc. | COM | 21,424 | $58.6 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 281 | $58.1 萬 | 0.4% | – | – | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 5,443 | $56.5 萬 | 0.3% | – | – | 歷史 |
| AZPNASPENTECH Corp | COM | 3,899 | $56.3 萬 | 0.3% | – | – | 歷史 |
| GGGGraco Inc | COM | 7,840 | $56.2 萬 | 0.3% | – | – | 歷史 |
| TTCToro Co | COM | 5,198 | $53.6 萬 | 0.3% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 3,355 | $52.8 萬 | 0.3% | – | – | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 10,700 | $51.6 萬 | 0.3% | – | – | – |
| OTISOtis Worldwide Corp | Stock | 7,493 | $51.3 萬 | 0.3% | – | – | 歷史 |
| ATHMAutohome Inc. | SP ADS RP CL A | 5,496 | $51.3 萬 | 0.3% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,260 | $51.2 萬 | 0.3% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 3,220 | $50.3 萬 | 0.3% | – | – | 歷史 |
| HUMHumana Inc | Stock | 1,179 | $49.4 萬 | 0.3% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,521 | $48.0 萬 | 0.3% | – | – | 歷史 |
| MANHManhattan Associates Inc | Stock | 4,078 | $47.9 萬 | 0.3% | – | – | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 10,287 | $47.9 萬 | 0.3% | – | – | 歷史 |
| NVRNVR Inc | COM | 101 | $47.6 萬 | 0.3% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 3,998 | $47.2 萬 | 0.3% | – | – | 歷史 |
| IAAIAA, Inc. | COM | 8,500 | $46.9 萬 | 0.3% | – | – | 歷史 |
| GOLFAcushnet Holdings Corp. | COM | 10,991 | $45.4 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,394 | $42.6 萬 | 0.3% | – | – | 歷史 |
| SNYSanofi | SPONSORED ADR | 8,479 | $41.9 萬 | 0.3% | – | – | 歷史 |
| UBSUBS Group AG | Stock | 26,895 | $41.8 萬 | 0.3% | – | – | 歷史 |
| VFCV F Corp | Stock | 5,209 | $41.6 萬 | 0.3% | – | – | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 3,424 | $40.7 萬 | 0.3% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,885 | $40.6 萬 | 0.2% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 5,183 | $40.5 萬 | 0.2% | – | – | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 10,392 | $40.3 萬 | 0.2% | – | – | 歷史 |
| MCMoelis & Co | CL A | 7,199 | $39.5 萬 | 0.2% | – | – | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 22,722 | $39.5 萬 | 0.2% | – | – | 歷史 |
| MFCManulife Financial Corp | COM | 18,306 | $39.4 萬 | 0.2% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 167 | $38.9 萬 | 0.2% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,712 | $38.5 萬 | 0.2% | – | – | 歷史 |
| NVSNovartis AG | ADR | 4,490 | $38.4 萬 | 0.2% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 5,731 | $38.3 萬 | 0.2% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 619 | $38.2 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 28,976 | $38.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,039 | $37.9 萬 | 0.2% | – | – | – |
| Maiden Holdings, Ltd.G5753U112 | SHS | 110,000 | $36.3 萬 | 0.2% | – | – | – |
| CMCSAComcast Corp | Stock | 6,630 | $35.9 萬 | 0.2% | – | – | 歷史 |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 45,996 | $35.4 萬 | 0.2% | – | – | 歷史 |
| BCEBce Inc | COM NEW | 7,791 | $35.2 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,653 | $35.0 萬 | 0.2% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 6,274 | $35.0 萬 | 0.2% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 1,118 | $34.5 萬 | 0.2% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 5,881 | $34.3 萬 | 0.2% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,197 | $33.1 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 5,620 | $32.7 萬 | 0.2% | – | – | 歷史 |