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Livermore
Livermore
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RMR Wealth Builders

SEC CIK
0001803848
最新申報
2026/7/24

2021 年第 2 季持倉

持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
172
較 2021 年第 1 季 −626
總值
$3.05 億
較 2021 年第 1 季 −$7,986 萬 (−20.7%)
申報日
2021/8/16
SEC
RMR Wealth Builders 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Russell 1000 Growth ETF464287614ETF155,183$4,213 萬13.8%−53,066−25.5%減碼–
iShares Russell 1000 Value ETF464287598ETF173,927$2,759 萬9.0%−61,536−26.1%減碼–
iShares MSCI Eafe ETF464287465ETF262,694$2,072 萬6.8%−107,175−29.0%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF77,029$2,070 萬6.8%−22,064−22.3%減碼–
iShares Russell 2000 ETF464287655ETF75,448$1,731 萬5.7%−21,842−22.5%減碼–
MSFTMicrosoft CorpStock39,569$1,072 萬3.5%−5,829−12.8%減碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF86,334$953.9 萬3.1%−35,783−29.3%減碼–
AMZNAmazon Com IncStock2,749$945.7 萬3.1%−302−9.9%減碼歷史
AAPLApple Inc.Stock54,104$741.0 萬2.4%−19,375−26.4%減碼歷史
Invesco QQQ Trust Series I46090E103ETF14,064$499.0 萬1.6%+668+5.0%加碼–
SPYSPDR S&P 500 ETF TrustETF11,040$474.0 萬1.6%−449−3.9%減碼歷史
JPMJPMorgan Chase & CoStock25,786$401.1 萬1.3%−2,962−10.3%減碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF7,345$361.6 萬1.2%−2,730−27.1%減碼歷史
AVGOBroadcom Inc.Stock6,993$333.5 萬1.1%−354−4.8%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF27,250$314.3 萬1.0%−22,471−45.2%減碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 18,154$281.7 萬0.9%−469−5.4%減碼歷史
HDHome Depot, Inc.Stock8,665$276.3 萬0.9%−762−8.1%減碼歷史
CMCSAComcast CorpStock42,264$241.0 萬0.8%−430−1.0%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF18,950$238.7 萬0.8%−3,757−16.5%減碼–
METAMeta Platforms, Inc.Stock6,864$238.7 萬0.8%−608−8.1%減碼歷史
iShares Tr4642874571 3 YR TREAS BD27,650$238.2 萬0.8%00.0%不變–
ASMLASML Holding NVADR3,236$223.6 萬0.7%−120−3.6%減碼歷史
GOOGAlphabet Inc.Stock865$216.8 萬0.7%−19−2.1%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF37,822$205.4 萬0.7%−14,839−28.2%減碼–
VZVerizon Communications IncStock35,364$198.1 萬0.6%−7,656−17.8%減碼歷史
iShares Tr4642886613 7 YR TREAS BD15,000$195.8 萬0.6%00.0%不變–
HUMHumana IncStock4,340$192.5 萬0.6%+20+0.5%加碼歷史
NVDANVIDIA CorpStock2,342$187.4 萬0.6%−1,021−30.4%減碼歷史
INTCIntel CorpStock31,157$174.9 萬0.6%−357−1.1%減碼歷史
CMECME Group Inc.COM7,916$168.4 萬0.6%00.0%不變歷史
ISRGIntuitive Surgical IncCOM NEW1,754$161.3 萬0.5%−48−2.7%減碼歷史
VVisa Inc.Stock6,819$159.4 萬0.5%−2,818−29.2%減碼歷史
PNCPNC Financial Services Group, Inc.Stock8,353$159.3 萬0.5%−79−0.9%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock11,319$159.2 萬0.5%−20.0%減碼歷史
PYPLPayPal Holdings, Inc.Stock5,218$152.1 萬0.5%−1,680−24.4%減碼歷史
BABoeing CoStock6,201$148.6 萬0.5%−516−7.7%減碼歷史
XOMExxonMobil Holdings CorpCOM22,729$143.4 萬0.5%−8,082−26.2%減碼歷史
Vanguard Total International Bond ETF92203J407ETF24,900$142.2 萬0.5%−19,258−43.6%減碼–
BLKBlackRock, Inc.COM1,593$139.4 萬0.5%−6−0.4%減碼歷史
MAMastercard IncStock3,590$131.1 萬0.4%−313−8.0%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF34,018$124.8 萬0.4%−123−0.4%減碼–
ZTSZoetis Inc.Stock6,642$123.8 萬0.4%−36−0.5%減碼歷史
KOCoca Cola CoStock22,595$123.2 萬0.4%−1,268−5.3%減碼歷史
iShares Tr464288414NATIONAL MUN ETF10,466$122.7 萬0.4%−4,035−27.8%減碼–
CRMSalesforce, Inc.Stock4,838$118.2 萬0.4%−565−10.5%減碼歷史
TXNTexas Instruments IncStock6,144$118.2 萬0.4%+38+0.6%加碼歷史
ABBVAbbVie Inc.Stock9,938$111.9 萬0.4%−419−4.0%減碼歷史
iShares Russell Midcap ETF464287499ETF13,475$106.8 萬0.4%−5,935−30.6%減碼–
GOOGLAlphabet Inc.Stock418$102.1 萬0.3%−71−14.5%減碼歷史
BRK.BBerkshire Hathaway IncStock3,672$102.1 萬0.3%+335+10.0%加碼歷史
COFCapital One Financial CorpStock6,507$100.7 萬0.3%00.0%不變歷史
UNPUnion Pacific CorpStock4,328$95.2 萬0.3%−347−7.4%減碼歷史
CICigna GroupStock3,928$93.1 萬0.3%00.0%不變歷史
HONHoneywell International IncCOM4,239$93.0 萬0.3%−190−4.3%減碼歷史
TSLATesla, Inc.Stock1,341$91.1 萬0.3%−789−37.0%減碼歷史
XYZBlock, Inc.CL A3,646$88.9 萬0.3%+152+4.4%加碼歷史
COSTCostco Wholesale CorpStock2,238$88.5 萬0.3%−108−4.6%減碼歷史
CSXCSX CorpStock27,210$87.3 萬0.3%−1,989−6.8%減碼依 3 比 1 拆股換算歷史
DISWalt Disney CoStock4,860$85.4 萬0.3%−3,345−40.8%減碼歷史
MELIMercadolibre IncCOM546$85.1 萬0.3%+9+1.7%加碼歷史
BXBlackstone Inc.COM8,761$85.1 萬0.3%−771−8.1%減碼歷史
CMGChipotle Mexican Grill IncCOM541$83.9 萬0.3%00.0%不變歷史
ENBEnbridge IncStock20,813$83.3 萬0.3%+20,813新進歷史
CBChubb LtdStock5,152$82.3 萬0.3%+10.0%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,703$80.9 萬0.3%−732−9.8%減碼歷史
CSGPCostar Group, Inc.COM9,510$78.8 萬0.3%00.0%不變依 10 比 1 拆股換算歷史
ADBEAdobe Inc.Stock1,342$78.6 萬0.3%−1,092−44.9%減碼歷史
EWEdwards Lifesciences CorpStock7,518$77.9 萬0.3%00.0%不變歷史
AMTAmerican Tower CorpREIT2,580$70.0 萬0.2%−35−1.3%減碼歷史
MRKMerck & Co., Inc.Stock8,910$69.9 萬0.2%−4,269−32.4%減碼歷史
SCHWSchwab Charles CorpStock9,571$69.7 萬0.2%−1,322−12.1%減碼歷史
CVXChevron CorpStock6,564$68.7 萬0.2%−543−7.6%減碼歷史
LULUlululemon athletica inc.Stock1,877$68.5 萬0.2%00.0%不變歷史
TAT&T Inc.Stock23,764$68.4 萬0.2%−13,653−36.5%減碼歷史
Vanguard Real Estate ETF922908553ETF6,706$68.3 萬0.2%−1,572−19.0%減碼–
JNJJohnson & JohnsonStock4,107$67.7 萬0.2%−1,075−20.7%減碼歷史
SHOPShopify Inc.Stock460$67.2 萬0.2%+460新進歷史
BDXBecton Dickinson & CoStock2,735$66.5 萬0.2%−168−5.8%減碼歷史
NFLXNetflix IncStock1,232$65.1 萬0.2%−167−11.9%減碼歷史
JCIJohnson Controls International plcStock9,389$64.7 萬0.2%00.0%不變歷史
ABTAbbott LaboratoriesStock5,536$64.2 萬0.2%−1,462−20.9%減碼歷史
LOWLowes Companies IncStock3,233$62.7 萬0.2%−470−12.7%減碼歷史
TSCOTractor Supply CoCOM3,268$60.8 萬0.2%00.0%不變歷史
NOWServiceNow, Inc.Stock1,098$60.3 萬0.2%00.0%不變歷史
DXCMDexcom IncCOM1,406$60.0 萬0.2%00.0%不變歷史
ICEIntercontinental Exchange, Inc.Stock5,002$59.4 萬0.2%−286−5.4%減碼歷史
Vanguard Short-Term Bond ETF921937827ETF6,840$56.2 萬0.2%−4,269−38.4%減碼–
iShares Tr464288687PFD AND INCM SEC13,754$54.1 萬0.2%−4,726−25.6%減碼–
PEGPublic Service Enterprise Group IncCOM8,905$53.2 萬0.2%−8,391−48.5%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock2,383$51.5 萬0.2%00.0%不變歷史
SHWSherwin Williams CoCOM1,884$51.3 萬0.2%00.0%不變依 3 比 1 拆股換算歷史
INTUIntuit Inc.Stock1,030$50.5 萬0.2%−775−42.9%減碼歷史
Global X Lithium & Battery Tech ETF37954Y855ETF6,949$50.4 萬0.2%+45+0.7%加碼–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF6,546$49.4 萬0.2%+39+0.6%加碼–
MCHPMicrochip Technology IncStock3,273$49.0 萬0.2%00.0%不變歷史
BACBank of America CorpStock11,828$48.8 萬0.2%−5,589−32.1%減碼歷史
MPWRMonolithic Power Systems, Inc.COM1,297$48.5 萬0.2%00.0%不變歷史
SPGSimon Property Group Inc.REIT3,677$48.0 萬0.2%−66−1.8%減碼歷史
iShares Tips Bond ETF464287176ETF3,597$46.0 萬0.2%−1,192−24.9%減碼–
DOWDow Inc.Stock7,108$45.0 萬0.1%−404−5.4%減碼歷史

2021 年第 1 季之後清倉（628 檔）

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 628 檔。

RMR Wealth Builders 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
JPMorgan Ultra-Short Income ETF46641Q837ETF32,904$167.0 萬0.4%–
OLEDUniversal Display CorpCOM2,484$58.8 萬0.2%歷史
PLTRPalantir Technologies Inc.Stock18,711$43.6 萬0.1%歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL5,662$32.9 萬0.1%–
SPDR Series Trust78468R622ST BLOO HIGH ETF2,694$29.3 萬0.1%–
MDTMedtronic plcStock2,363$27.9 萬0.1%歷史
iShares Tr464288646ISHS 1-5YR INVS5,082$27.8 萬0.1%–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF2,484$27.2 萬0.1%–
LLYEli Lilly & CoStock1,353$25.3 萬0.1%歷史
TTDTrade Desk, Inc.Stock389$25.3 萬0.1%歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS3,743$25.2 萬0.1%–
NSCNorfolk Southern CorpStock935$25.1 萬0.1%歷史
SMGScotts Miracle-Gro CoStock956$23.4 萬0.1%歷史
WMWaste Management IncStock1,800$23.2 萬0.1%歷史
AMATApplied Materials IncStock1,728$23.1 萬0.1%歷史
WisdomTree Tr97717X511YIELD ENHANCD US4,475$22.9 萬0.1%–
Vanguard Morningstar Growth ETF922908736ETF884$22.7 萬0.1%–
EXCExelon CorpStock5,137$22.5 萬0.1%歷史
WisdomTree Tr97717W505US MIDCAP DIVID5,516$22.3 萬0.1%–
ADSKAutodesk, Inc.COM768$21.3 萬0.1%歷史
DKNGDraftKings Inc.COM CL A3,448$21.1 萬0.1%歷史
DDDuPont de Nemours, Inc.COM2,686$20.8 萬0.1%歷史
LINLinde PLCSHS742$20.8 萬0.1%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,531$20.3 萬0.1%–
MARMarriott International IncStock1,359$20.1 萬0.1%歷史
STMSTMicroelectronics N.V.NY REGISTRY5,255$20.1 萬0.1%歷史
WisdomTree Tr97717X651US S CAP QTY DIV4,333$19.9 萬0.1%–
ADIAnalog Devices IncStock1,270$19.7 萬0.1%歷史
RPMRPM International IncCOM2,111$19.4 萬0.1%歷史
WisdomTree Tr97717Y857US MULTIFACTOR4,947$18.7 萬<0.1%–
MUMicron Technology IncStock2,110$18.6 萬<0.1%歷史
BWABorgwarner IncCOM3,972$18.4 萬<0.1%歷史
UBERUber Technologies, IncStock3,307$18.0 萬<0.1%歷史
UNHUnitedHealth Group IncStock479$17.8 萬<0.1%歷史
SIGISelective Insurance Group IncCOM2,449$17.8 萬<0.1%歷史
SPDR Series Trust78464A763ST STR SP DIV1,508$17.8 萬<0.1%–
ESEversource EnergyStock2,039$17.7 萬<0.1%歷史
AXTAAxalta Coating Systems Ltd.COM5,990$17.7 萬<0.1%歷史
iShares Tr464287689RUSSELL 3000 ETF740$17.6 萬<0.1%–
SGENSeagen Inc.COM1,266$17.6 萬<0.1%歷史
FTNTFortinet, Inc.Stock947$17.5 萬<0.1%歷史
iShares Global Clean Energy ETF464288224ETF7,203$17.5 萬<0.1%–
ARK Innovation ETF00214Q104ETF1,449$17.4 萬<0.1%–
AVYAvery Dennison CorpCOM950$17.4 萬<0.1%歷史
TTTrane Technologies plcSHS1,020$16.9 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS5,888$16.6 萬<0.1%歷史
IFFInternational Flavors & Fragrances IncCOM1,189$16.6 萬<0.1%歷史
iShares Core S&P 500 ETF464287200ETF415$16.5 萬<0.1%–
iShares Select Dividend ETF464287168ETF1,433$16.3 萬<0.1%–
KKRKKR & Co. Inc.COM3,331$16.3 萬<0.1%歷史
SONYSony Group CorpSPONSORED ADR1,528$16.2 萬<0.1%歷史
ORCLOracle CorpStock2,246$15.8 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD4,924$15.8 萬<0.1%–
WYNNWynn Resorts LtdCOM1,233$15.5 萬<0.1%歷史
ELVElevance Health, Inc.Stock428$15.4 萬<0.1%歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF2,257$15.4 萬<0.1%–
CRWDCrowdStrike Holdings, Inc.Stock845$15.4 萬<0.1%歷史
CLColgate Palmolive CoStock1,927$15.2 萬<0.1%歷史
SRESempraStock1,104$14.6 萬<0.1%歷史
EDConsolidated Edison IncStock1,927$14.4 萬<0.1%歷史
COPConocoPhillipsStock2,658$14.1 萬<0.1%歷史
PFSProvident Financial Services IncCOM6,337$14.1 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF1,522$14.0 萬<0.1%–
MAINMain Street Capital CORPCEF3,561$13.9 萬<0.1%歷史
UCTTUltra Clean Holdings, Inc.COM2,400$13.9 萬<0.1%歷史
CTSHCognizant Technology Solutions CorpCL A1,778$13.9 萬<0.1%歷史
AEPAmerican Electric Power Co IncStock1,592$13.5 萬<0.1%歷史
LOGILogitech International S.A.SHS1,295$13.5 萬<0.1%歷史
SPDR Ser Tr78468R697S&P KENSHO INTLG2,977$13.5 萬<0.1%–
PSXPhillips 66Stock1,648$13.4 萬<0.1%歷史
ITGartner IncCOM726$13.3 萬<0.1%歷史
WECWec Energy Group, Inc.Stock1,395$13.1 萬<0.1%歷史
IRIngersoll Rand Inc.COM2,639$13.0 萬<0.1%歷史
WisdomTree Tr97717W588US LARGECAP FUND2,974$12.9 萬<0.1%–
CHEChemed CorpCOM275$12.6 萬<0.1%歷史
LRCXLam Research CorpCOM212$12.6 萬<0.1%歷史
PLDPrologis, Inc.REIT1,182$12.5 萬<0.1%歷史
GTYGetty Realty CorpCOM4,414$12.5 萬<0.1%歷史
RTXRTX CorpStock1,608$12.4 萬<0.1%歷史
AVLRAvalara, Inc.COM929$12.4 萬<0.1%歷史
BUDAnheuser-Busch InBev SA/NVADR1,952$12.3 萬<0.1%歷史
CONECyrusOne Holdco LLCCOM1,786$12.1 萬<0.1%歷史
PCARPaccar IncCOM1,295$12.0 萬<0.1%歷史
IDXXIDEXX Laboratories IncCOM243$11.9 萬<0.1%歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF1,400$11.7 萬<0.1%–
LYFTLyft, Inc.CL A COM1,829$11.6 萬<0.1%歷史
DLTRDollar Tree, Inc.COM1,013$11.6 萬<0.1%歷史
CHKPCheck Point Software Technologies LtdORD1,006$11.3 萬<0.1%歷史
WABWestinghouse Air Brake Technologies CorpStock1,405$11.1 萬<0.1%歷史
PSAPublic StorageCOM451$11.1 萬<0.1%歷史
GLDSPDR Gold TrustETF688$11.0 萬<0.1%歷史
DGDollar General CorpCOM542$11.0 萬<0.1%歷史
ATVIActivision Blizzard, Inc.COM1,183$11.0 萬<0.1%歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF3,050$10.8 萬<0.1%–
ETREntergy CorpCOM1,081$10.8 萬<0.1%歷史
Prospect Cap Corp74348TAT9NOTE 6.375% 3/0–$10.8 萬<0.1%–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF1,507$10.3 萬<0.1%–
IBNIcici Bank LtdADR6,437$10.3 萬<0.1%歷史
DDominion Energy, IncStock1,347$10.2 萬<0.1%歷史
TGTTarget CorpStock512$10.1 萬<0.1%歷史