Keebeck Wealth Management, LLC
- SEC CIK
- 0001803675
- 最新申報
- 2026/8/11
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 233
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.44 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 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 104,597 | $4,159 萬 | 6.5% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 337,334 | $3,849 萬 | 6.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 94,711 | $3,450 萬 | 5.4% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 92,430 | $3,314 萬 | 5.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 126,205 | $1,914 萬 | 3.0% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 433,725 | $1,666 萬 | 2.6% | – | – | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 402,657 | $1,636 萬 | 2.5% | – | – | – |
| AAPLApple Inc. | Stock | 131,406 | $1,605 萬 | 2.5% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 463,489 | $1,488 萬 | 2.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 298,962 | $1,468 萬 | 2.3% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 85,683 | $1,440 萬 | 2.2% | – | – | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 480,305 | $1,379 萬 | 2.1% | – | – | – |
| CMGChipotle Mexican Grill Inc | COM | 9,032 | $1,283 萬 | 2.0% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 105,121 | $1,137 萬 | 1.8% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 79,228 | $1,122 萬 | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 44,723 | $1,055 萬 | 1.6% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 133,200 | $985.5 萬 | 1.5% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 78,362 | $914.8 萬 | 1.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 40,056 | $885.0 萬 | 1.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,029 | $836.6 萬 | 1.3% | – | – | – |
| PINSPinterest, Inc. | CL A | 100,191 | $741.7 萬 | 1.2% | – | – | 歷史 |
| iShares Inc46434G889 | EMNG MKTS EQT | 140,460 | $730.8 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 52,071 | $684.5 萬 | 1.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 66,711 | $606.2 萬 | 0.9% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 26,280 | $601.2 萬 | 0.9% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 24,668 | $599.5 萬 | 0.9% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 60,639 | $597.0 萬 | 0.9% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 68,270 | $576.9 萬 | 0.9% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 57,574 | $568.0 萬 | 0.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,788 | $553.2 萬 | 0.9% | – | – | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 166,281 | $520.6 萬 | 0.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 33,973 | $517.1 萬 | 0.8% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 109,183 | $495.2 萬 | 0.8% | – | – | – |
| INTCIntel Corp | Stock | 73,496 | $470.4 萬 | 0.7% | – | – | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 23,040 | $436.1 萬 | 0.7% | – | – | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 92,800 | $418.2 萬 | 0.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 30,664 | $415.3 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,388 | $364.9 萬 | 0.6% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 6,496 | $338.9 萬 | 0.5% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 27,694 | $331.8 萬 | 0.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,833 | $314.2 萬 | 0.5% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 58,750 | $299.4 萬 | 0.5% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 19,745 | $297.3 萬 | 0.5% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 12,541 | $273.5 萬 | 0.4% | – | – | – |
| LOWLowes Companies Inc | Stock | 14,295 | $271.9 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 26,941 | $270.7 萬 | 0.4% | – | – | – |
| HONHoneywell International Inc | COM | 12,309 | $267.1 萬 | 0.4% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,612 | $266.9 萬 | 0.4% | – | – | 歷史 |
| RTXRTX Corp | Stock | 34,319 | $265.2 萬 | 0.4% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 26,464 | $264.0 萬 | 0.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 13,965 | $263.9 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 24,262 | $263.3 萬 | 0.4% | – | – | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 26,099 | $249.9 萬 | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 6,641 | $247.1 萬 | 0.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,571 | $242.8 萬 | 0.4% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 13,077 | $233.1 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 14,476 | $231.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,798 | $226.1 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 20,259 | $219.2 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 69,402 | $210.1 萬 | 0.3% | – | – | 歷史 |
| USFDUS Foods Holding Corp. | COM | 54,820 | $209.0 萬 | 0.3% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 7,538 | $202.4 萬 | 0.3% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 3,939 | $199.8 萬 | 0.3% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 12,578 | $198.1 萬 | 0.3% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 59,414 | $195.7 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 14,208 | $193.8 萬 | 0.3% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 245,406 | $188.5 萬 | 0.3% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 7,733 | $188.0 萬 | 0.3% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 43,158 | $186.9 萬 | 0.3% | – | – | – |
| TWTRTwitter, Inc. | COM | 28,900 | $183.9 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 79,045 | $180.3 萬 | 0.3% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 9,112 | $172.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 16,598 | $170.0 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 5,406 | $165.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 10,238 | $163.3 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,049 | $162.8 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 7,533 | $159.5 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 6,439 | $157.3 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 16,980 | $152.6 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 26,898 | $145.6 萬 | 0.2% | – | – | 歷史 |
| CHWYChewy, Inc. | CL A | 17,020 | $144.2 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 6,383 | $143.1 萬 | 0.2% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 14,098 | $138.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 4,421 | $136.1 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 658 | $135.7 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,904 | $134.7 萬 | 0.2% | – | – | 歷史 |
| MGMMGM Resorts International | Stock | 34,594 | $131.4 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 6,472 | $124.7 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 8,748 | $124.1 萬 | 0.2% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 18,139 | $123.9 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 31,928 | $123.5 萬 | 0.2% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,746 | $122.5 萬 | 0.2% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 3,609 | $119.2 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 11,347 | $118.9 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 22,547 | $117.3 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,076 | $116.3 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 11,914 | $115.2 萬 | 0.2% | – | – | – |
| GMGeneral Motors Co | COM | 20,000 | $114.9 萬 | 0.2% | – | – | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 13,155 | $114.8 萬 | 0.2% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 51,800 | $114.1 萬 | 0.2% | – | – | 歷史 |