Key Financial Inc
- SEC CIK
- 0001801720
- 最新申報
- 2026/7/24
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/30 申報。只含多頭部位。
- 持股檔數
- 803
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.52 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 | 83,056 | $1,015 萬 | 6.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 47,238 | $871.6 萬 | 5.7% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 76,133 | $624.2 萬 | 4.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 23,262 | $548.4 萬 | 3.6% | – | – | 歷史 |
| INCYIncyte Corp | COM | 65,533 | $532.6 萬 | 3.5% | – | – | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 111,413 | $527.3 萬 | 3.5% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 32,994 | $378.4 萬 | 2.5% | – | – | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 111,326 | $346.8 萬 | 2.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 20,860 | $342.8 萬 | 2.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 936 | $289.6 萬 | 1.9% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 28,060 | $281.9 萬 | 1.9% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 17,190 | $261.7 萬 | 1.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 42,870 | $239.3 萬 | 1.6% | – | – | 歷史 |
| STBAS&T Bancorp Inc | COM | 63,332 | $212.2 萬 | 1.4% | – | – | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 20,530 | $201.6 萬 | 1.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 52,969 | $200.8 萬 | 1.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 13,786 | $186.7 萬 | 1.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,118 | $170.5 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 42,618 | $163.7 萬 | 1.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,884 | $154.5 萬 | 1.0% | – | – | – |
| HDHome Depot, Inc. | Stock | 5,011 | $153.0 萬 | 1.0% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 37,492 | $135.8 萬 | 0.9% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,188 | $126.1 萬 | 0.8% | – | – | – |
| NEENextera Energy Inc | Stock | 15,878 | $120.1 萬 | 0.8% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 8,906 | $106.0 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 8,179 | $98.0 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,992 | $89.4 萬 | 0.6% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,911 | $88.6 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 15,294 | $86.3 萬 | 0.6% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,436 | $86.1 萬 | 0.6% | – | – | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 10,215 | $79.3 萬 | 0.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 13,552 | $78.8 萬 | 0.5% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $77.1 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 9,240 | $77.0 萬 | 0.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 372 | $76.7 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,009 | $75.9 萬 | 0.5% | – | – | – |
| MCDMcDonalds Corp | Stock | 3,326 | $74.5 萬 | 0.5% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 11,940 | $73.2 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,950 | $72.6 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,259 | $72.0 萬 | 0.5% | – | – | – |
| PEPPepsiCo Inc | Stock | 5,060 | $71.6 萬 | 0.5% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 1,875 | $71.1 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,673 | $68.3 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 8,961 | $67.3 萬 | 0.4% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 7,183 | $66.0 萬 | 0.4% | – | – | – |
| WTRGEssential Utilities, Inc. | COM | 14,441 | $64.6 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,865 | $63.5 萬 | 0.4% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 27,028 | $62.9 萬 | 0.4% | – | – | 歷史 |
| GLWCorning Inc | COM | 14,335 | $62.4 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,261 | $62.1 萬 | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 291 | $60.2 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 6,873 | $59.0 萬 | 0.4% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,834 | $57.9 萬 | 0.4% | – | – | – |
| MCOMoodys Corp | Stock | 1,930 | $57.6 萬 | 0.4% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 4,473 | $57.4 萬 | 0.4% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,595 | $57.2 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 13,799 | $55.8 萬 | 0.4% | – | – | – |
| BACBank of America Corp | Stock | 14,093 | $54.5 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 17,711 | $53.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,612 | $53.5 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 10,072 | $53.0 萬 | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 2,451 | $51.9 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 2,593 | $50.0 萬 | 0.3% | – | – | 歷史 |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 23,670 | $50.0 萬 | 0.3% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 7,550 | $49.9 萬 | 0.3% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,565 | $49.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,631 | $49.0 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 5,055 | $47.9 萬 | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 5,692 | $44.6 萬 | 0.3% | – | – | – |
| CMCSAComcast Corp | Stock | 8,022 | $43.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,441 | $43.2 萬 | 0.3% | – | – | – |
| QCOMQualcomm Inc | Stock | 3,256 | $43.2 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,348 | $43.0 萬 | 0.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,095 | $41.4 萬 | 0.3% | – | – | – |
| ORCLOracle Corp | Stock | 5,835 | $40.9 萬 | 0.3% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 4,487 | $40.0 萬 | 0.3% | – | – | 歷史 |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 10,585 | $39.6 萬 | 0.3% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,723 | $39.1 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 6,009 | $38.5 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,820 | $38.5 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,382 | $38.4 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,845 | $38.1 萬 | 0.3% | – | – | – |
| AMTAmerican Tower Corp | REIT | 1,529 | $36.6 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,480 | $36.0 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 906 | $35.9 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,291 | $35.7 萬 | 0.2% | – | – | – |
| AMGNAmgen Inc | Stock | 1,434 | $35.7 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 6,747 | $35.6 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,592 | $35.1 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J544 | BULSHS 2023 MUNI | 13,515 | $34.6 萬 | 0.2% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,288 | $34.4 萬 | 0.2% | – | – | – |
| EDConsolidated Edison Inc | Stock | 4,455 | $33.3 萬 | 0.2% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,534 | $33.1 萬 | 0.2% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 5,023 | $31.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,386 | $31.4 萬 | 0.2% | – | – | – |
| FNVFranco Nevada Corp | Stock | 2,500 | $31.3 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 14,175 | $30.7 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J551 | BULSHS 2022 MUNI | 12,037 | $30.6 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 1,438 | $30.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 5,957 | $30.4 萬 | 0.2% | – | – | – |