Seven Springs Wealth Group, LLC
- SEC CIK
- 0001803898
- 最新申報
- 2026/8/4
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/7 申報。只含多頭部位。
- 持股檔數
- 131
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.12 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 |
|---|---|---|---|---|---|---|---|
| CICigna Group | Stock | 225,836 | $5,459 萬 | 25.7% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 588,149 | $2,839 萬 | 13.4% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 402,396 | $2,200 萬 | 10.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 325,129 | $1,692 萬 | 8.0% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 214,059 | $1,081 萬 | 5.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 98,594 | $1,069 萬 | 5.0% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 268,138 | $948.1 萬 | 4.5% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 164,646 | $649.0 萬 | 3.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,650 | $510.5 萬 | 2.4% | – | – | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 151,225 | $465.0 萬 | 2.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 31,173 | $458.5 萬 | 2.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 55,909 | $402.8 萬 | 1.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,225 | $327.2 萬 | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 14,956 | $182.7 萬 | 0.9% | – | – | 歷史 |
| FS KKR Cap Corp II35952V303 | COM | 90,262 | $176.3 萬 | 0.8% | – | – | – |
| DUKDuke Energy CORP | Stock | 16,415 | $158.5 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,457 | $138.2 萬 | 0.7% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 18,831 | $138.1 萬 | 0.7% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,593 | $127.4 萬 | 0.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,491 | $106.6 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 470 | $96.9 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,192 | $96.7 萬 | 0.5% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,306 | $93.6 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 28,760 | $87.1 萬 | 0.4% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $77.1 萬 | 0.4% | – | – | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,817 | $77.0 萬 | 0.4% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,117 | $75.3 萬 | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 5,142 | $72.7 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,163 | $68.4 萬 | 0.3% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,224 | $62.1 萬 | 0.3% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 2,136 | $60.7 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 4,431 | $60.1 萬 | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,604 | $59.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,840 | $58.7 萬 | 0.3% | – | – | – |
| ACNAccenture plc | Stock | 1,922 | $53.1 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,395 | $52.8 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 2,500 | $48.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,850 | $47.6 萬 | 0.2% | – | – | – |
| CMICummins Inc | Stock | 1,713 | $44.4 萬 | 0.2% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,629 | $42.4 萬 | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,942 | $37.3 萬 | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 300 | $33.2 萬 | 0.2% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,923 | $32.3 萬 | 0.2% | – | – | – |
| FASTFastenal Co | Stock | 6,000 | $30.2 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 5,572 | $29.4 萬 | 0.1% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,854 | $28.1 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,400 | $25.9 萬 | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 4,028 | $23.4 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,800 | $20.6 萬 | 0.1% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,911 | $19.9 萬 | 0.1% | – | – | – |
| GISGeneral Mills Inc | Stock | 3,200 | $19.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 2,000 | $19.5 萬 | 0.1% | – | – | – |
| GEGeneral Electric Co | COM | 14,632 | $19.2 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 4,993 | $18.1 萬 | 0.1% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 3,296 | $18.1 萬 | 0.1% | – | – | 歷史 |
| LINLinde PLC | SHS | 640 | $17.9 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,710 | $17.4 萬 | 0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 2,664 | $17.2 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,019 | $16.9 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 735 | $16.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 2,242 | $16.1 萬 | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 1,700 | $15.1 萬 | 0.1% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 1,500 | $14.2 萬 | 0.1% | – | – | – |
| SPDR Ser Tr78468R655 | S&P KENSHO CLEAN | 1,216 | $13.9 萬 | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 1,800 | $12.6 萬 | 0.1% | – | – | 歷史 |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 4,287 | $11.8 萬 | 0.1% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 1,423 | $11.2 萬 | 0.1% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 273 | $9.30 萬 | <0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,875 | $9.20 萬 | <0.1% | – | – | – |
| WMBWilliams Companies, Inc. | COM | 3,800 | $9.00 萬 | <0.1% | – | – | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 2,036 | $8.00 萬 | <0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 1,500 | $7.70 萬 | <0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 407 | $7.50 萬 | <0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 305 | $7.20 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 280 | $7.20 萬 | <0.1% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,038 | $6.60 萬 | <0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 243 | $5.90 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,452 | $5.90 萬 | <0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 357 | $5.40 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 475 | $5.10 萬 | <0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 808 | $4.70 萬 | <0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 718 | $4.60 萬 | <0.1% | – | – | 歷史 |
| FBKFB Financial Corp | COM | 1,026 | $4.60 萬 | <0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 417 | $4.50 萬 | <0.1% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 110 | $4.20 萬 | <0.1% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 240 | $3.80 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 145 | $3.80 萬 | <0.1% | – | – | – |
| HOGHarley-Davidson, Inc. | COM | 861 | $3.50 萬 | <0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 525 | $3.30 萬 | <0.1% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 737 | $3.30 萬 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 250 | $3.20 萬 | <0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 125 | $3.20 萬 | <0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 267 | $3.20 萬 | <0.1% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 200 | $2.80 萬 | <0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 150 | $2.80 萬 | <0.1% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 150 | $2.80 萬 | <0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 200 | $2.60 萬 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 189 | $2.50 萬 | <0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 655 | $2.50 萬 | <0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 450 | $2.30 萬 | <0.1% | – | – | 歷史 |