CFM Wealth Partners LLC
- SEC CIK
- 0001801097
- 最新申報
- 2026/8/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 168
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.32 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 | 334,356 | $4,084 萬 | 12.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,981 | $1,541 萬 | 4.6% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 485,186 | $1,149 萬 | 3.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,431 | $1,120 萬 | 3.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 46,726 | $1,102 萬 | 3.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 44,719 | $1,086 萬 | 3.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 167,860 | $937.2 萬 | 2.8% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 41,722 | $884.0 萬 | 2.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 29,007 | $854.3 萬 | 2.6% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 87,052 | $772.5 萬 | 2.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 13,489 | $720.2 萬 | 2.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 30,827 | $652.7 萬 | 2.0% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,637 | $545.5 萬 | 1.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 46,334 | $506.3 萬 | 1.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 16,226 | $495.3 萬 | 1.5% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 66,788 | $493.8 萬 | 1.5% | – | – | – |
| MOAltria Group, Inc. | Stock | 81,950 | $419.3 萬 | 1.3% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 51,659 | $405.5 萬 | 1.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,356 | $394.3 萬 | 1.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 55,196 | $381.9 萬 | 1.2% | – | – | – |
| XYZBlock, Inc. | CL A | 16,237 | $368.7 萬 | 1.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 4,964 | $366.3 萬 | 1.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 9,983 | $355.4 萬 | 1.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 6,644 | $346.6 萬 | 1.0% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 18,386 | $339.3 萬 | 1.0% | – | – | 歷史 |
| PFPTProofpoint Inc | COM | 26,591 | $334.5 萬 | 1.0% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 22,010 | $311.3 萬 | 0.9% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 9,438 | $304.0 萬 | 0.9% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 5,928 | $300.7 萬 | 0.9% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,174 | $295.9 萬 | 0.9% | – | – | – |
| FFINFirst Financial Bankshares Inc | COM | 62,830 | $293.6 萬 | 0.9% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 21,177 | $281.4 萬 | 0.8% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 45,968 | $269.1 萬 | 0.8% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 11,983 | $268.6 萬 | 0.8% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,352 | $267.8 萬 | 0.8% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 11,699 | $261.9 萬 | 0.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 16,836 | $256.3 萬 | 0.8% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 7,341 | $250.2 萬 | 0.8% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,965 | $236.4 萬 | 0.7% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 17,186 | $229.6 萬 | 0.7% | – | – | 歷史 |
| NETCloudflare, Inc. | CL A COM | 32,236 | $226.5 萬 | 0.7% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 30,836 | $204.0 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 12,203 | $200.6 萬 | 0.6% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 21,746 | $200.6 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 13,946 | $189.4 萬 | 0.6% | – | – | 歷史 |
| SPTSprout Social, Inc. | COM CL A | 32,467 | $187.5 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 11,782 | $178.6 萬 | 0.5% | – | – | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 18,696 | $175.7 萬 | 0.5% | – | – | – |
| SHOPShopify Inc. | Stock | 1,475 | $163.2 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,737 | $159.5 萬 | 0.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,439 | $156.5 萬 | 0.5% | – | – | 歷史 |
| TAT&T Inc. | Stock | 50,542 | $153.0 萬 | 0.5% | – | – | 歷史 |
| BABoeing Co | Stock | 5,974 | $152.2 萬 | 0.5% | – | – | 歷史 |
| ASOAcademy Sports & Outdoors, Inc. | COM | 56,108 | $151.4 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,071 | $147.0 萬 | 0.4% | – | – | – |
| PSXPhillips 66 | Stock | 17,518 | $142.8 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 13,428 | $140.7 萬 | 0.4% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 938 | $133.3 萬 | 0.4% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 5,736 | $133.0 萬 | 0.4% | – | – | 歷史 |
| CHWYChewy, Inc. | CL A | 15,454 | $130.9 萬 | 0.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 19,784 | $126.6 萬 | 0.4% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 9,322 | $122.8 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,470 | $120.6 萬 | 0.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,249 | $118.1 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 22,243 | $117.2 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 19,793 | $115.1 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,884 | $114.7 萬 | 0.3% | – | – | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 6,811 | $112.0 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 30,897 | $111.9 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,795 | $109.3 萬 | 0.3% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,951 | $108.6 萬 | 0.3% | – | – | 歷史 |
| MCFContango Oil & Gas Co | COM NEW | 262,972 | $102.6 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,531 | $102.3 萬 | 0.3% | – | – | 歷史 |
| COPConocoPhillips | Stock | 18,912 | $100.2 萬 | 0.3% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 9,081 | $98.2 萬 | 0.3% | – | – | 歷史 |
| DPZDominos Pizza Inc | COM | 2,630 | $96.7 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 7,189 | $95.3 萬 | 0.3% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 3,048 | $94.2 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 7,629 | $91.4 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,661 | $89.9 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 3,424 | $85.2 萬 | 0.3% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 3,375 | $81.1 萬 | 0.2% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 9,073 | $79.8 萬 | 0.2% | – | – | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 12,706 | $77.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,825 | $70.1 萬 | 0.2% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 2,365 | $68.8 萬 | 0.2% | – | – | 歷史 |
| PBProsperity Bancshares Inc | COM | 8,796 | $65.9 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,413 | $65.7 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 3,126 | $61.9 萬 | 0.2% | – | – | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 9,517 | $56.4 萬 | 0.2% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 33,592 | $55.9 萬 | 0.2% | – | – | 歷史 |
| ETRNMidstream Co LLC | COM | 68,381 | $55.8 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,812 | $53.5 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 2,771 | $53.4 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,919 | $52.2 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,820 | $50.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 2,012 | $50.8 萬 | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,332 | $49.6 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,616 | $48.9 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 4,034 | $47.7 萬 | 0.1% | – | – | 歷史 |