Altus Wealth Management, LLC
- SEC CIK
- 0001802107
- 最新申報
- 2026/7/21
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/21 申報。只含多頭部位。
- 持股檔數
- 34
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.41 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 Morningstar Total Stock Market ETF922908769 | ETF | 126,621 | $2,617 萬 | 18.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 66,828 | $2,133 萬 | 15.1% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 92,660 | $1,666 萬 | 11.8% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 46,321 | $1,582 萬 | 11.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 54,056 | $1,407 萬 | 10.0% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 80,795 | $943.2 萬 | 6.7% | – | – | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 91,780 | $832.7 萬 | 5.9% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 98,232 | $498.8 萬 | 3.5% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 69,105 | $442.5 萬 | 3.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 26,369 | $357.1 萬 | 2.5% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 16,994 | $197.2 萬 | 1.4% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 36,734 | $182.1 萬 | 1.3% | – | – | – |
| TPLTexas Pacific Land Corp | Stock | 1,084 | $172.2 萬 | 1.2% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 33,487 | $169.2 萬 | 1.2% | – | – | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 31,764 | $159.4 萬 | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 7,100 | $86.7 萬 | 0.6% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,089 | $74.9 萬 | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,805 | $71.5 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 699 | $46.7 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,801 | $44.7 萬 | 0.3% | – | – | 歷史 |
| CTBICommunity Trust Bancorp Inc | COM | 9,440 | $41.6 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,599 | $39.6 萬 | 0.3% | – | – | 歷史 |
| BABoeing Co | Stock | 1,465 | $37.3 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,796 | $36.7 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 170 | $35.2 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 10,212 | $30.9 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,735 | $28.5 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,135 | $26.8 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 118 | $24.3 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 75 | $23.2 萬 | 0.2% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 940 | $21.3 萬 | 0.2% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,243 | $21.1 萬 | 0.1% | – | – | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 6,493 | $21.1 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 15,853 | $20.8 萬 | 0.1% | – | – | 歷史 |