Westshore Wealth, LLC
- SEC CIK
- 0001806366
- 最新申報
- 2026/8/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 142
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.75 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 |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 166,156 | $2,825 萬 | 16.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 36,793 | $1,458 萬 | 8.3% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 254,262 | $1,390 萬 | 7.9% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 95,858 | $739.0 萬 | 4.2% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 46,237 | $700.7 萬 | 4.0% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 28,810 | $636.5 萬 | 3.6% | – | – | – |
| AAPLApple Inc. | Stock | 49,584 | $605.7 萬 | 3.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 25,674 | $473.7 萬 | 2.7% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 57,100 | $422.1 萬 | 2.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,510 | $365.7 萬 | 2.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,354 | $348.9 萬 | 2.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 20,067 | $329.8 萬 | 1.9% | – | – | 歷史 |
| INTCIntel Corp | Stock | 41,094 | $263.0 萬 | 1.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 665 | $205.8 萬 | 1.2% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 32,200 | $197.5 萬 | 1.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 24,846 | $188.5 萬 | 1.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,850 | $175.0 萬 | 1.0% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 841 | $173.8 萬 | 1.0% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 29,263 | $170.2 萬 | 1.0% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 12,438 | $168.4 萬 | 1.0% | – | – | 歷史 |
| CVXChevron Corp | Stock | 14,639 | $153.4 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 28,749 | $153.3 萬 | 0.9% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 27,720 | $143.3 萬 | 0.8% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 12,110 | $138.2 萬 | 0.8% | – | – | – |
| PFEPfizer Inc | Stock | 37,717 | $136.6 萬 | 0.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,856 | $134.8 萬 | 0.8% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 5,726 | $132.8 萬 | 0.8% | – | – | 歷史 |
| DGDollar General Corp | COM | 5,394 | $109.3 萬 | 0.6% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 7,452 | $105.8 萬 | 0.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,762 | $94.1 萬 | 0.5% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 18,097 | $92.6 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,426 | $91.2 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,923 | $89.2 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,791 | $82.2 萬 | 0.5% | – | – | 歷史 |
| MMM3M Co | Stock | 4,217 | $81.3 萬 | 0.5% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,091 | $80.7 萬 | 0.5% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,061 | $80.5 萬 | 0.5% | – | – | – |
| KMBKimberly Clark Corp | Stock | 5,748 | $79.9 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,995 | $74.2 萬 | 0.4% | – | – | 歷史 |
| CLXClorox Co | Stock | 3,269 | $63.1 萬 | 0.4% | – | – | 歷史 |
| BABoeing Co | Stock | 2,479 | $63.1 萬 | 0.4% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,116 | $62.3 萬 | 0.4% | – | – | 歷史 |
| iShares Inc464286665 | MSCI PAC JP ETF | 12,291 | $61.7 萬 | 0.4% | – | – | – |
| NEMNEWMONT Corp | Stock | 10,194 | $61.4 萬 | 0.4% | – | – | 歷史 |
| CCitigroup Inc | Stock | 8,004 | $58.2 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 4,105 | $58.1 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,358 | $57.8 萬 | 0.3% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 7,320 | $57.7 萬 | 0.3% | – | – | – |
| DDominion Energy, Inc | Stock | 7,548 | $57.3 萬 | 0.3% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,013 | $56.6 萬 | 0.3% | – | – | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 22,313 | $55.9 萬 | 0.3% | – | – | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 6,018 | $55.8 萬 | 0.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 2,937 | $54.9 萬 | 0.3% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 8,218 | $53.1 萬 | 0.3% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 6,741 | $52.7 萬 | 0.3% | – | – | 歷史 |
| EBAYeBay Inc | COM | 8,340 | $51.1 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 9,602 | $50.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,362 | $49.6 萬 | 0.3% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 1,500 | $49.6 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,384 | $49.3 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 8,838 | $49.3 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 6,866 | $48.2 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,976 | $47.6 萬 | 0.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,960 | $47.6 萬 | 0.3% | – | – | 歷史 |
| PINSPinterest, Inc. | CL A | 6,388 | $47.3 萬 | 0.3% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 618 | $46.6 萬 | 0.3% | – | – | 歷史 |
| DOWDow Inc. | Stock | 7,138 | $45.6 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 5,275 | $45.5 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,225 | $45.3 萬 | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 4,090 | $44.7 萬 | 0.3% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,188 | $43.9 萬 | 0.3% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 33,307 | $43.7 萬 | 0.2% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 3,070 | $43.2 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,693 | $42.3 萬 | 0.2% | – | – | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 25,402 | $42.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,038 | $41.3 萬 | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 4,893 | $37.8 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 4,936 | $37.3 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 8,854 | $37.0 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 1,723 | $36.5 萬 | 0.2% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 4,915 | $35.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,980 | $33.9 萬 | 0.2% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 1,796 | $33.8 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 957 | $33.7 萬 | 0.2% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 4,028 | $31.3 萬 | 0.2% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 14,070 | $31.0 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 648 | $30.8 萬 | 0.2% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 2,677 | $30.8 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 7,894 | $30.5 萬 | 0.2% | – | – | 歷史 |
| Barnes Group Inc067806109 | COM | 6,149 | $30.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,297 | $30.2 萬 | 0.2% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 2,925 | $30.0 萬 | 0.2% | – | – | – |
| HONHoneywell International Inc | COM | 1,383 | $30.0 萬 | 0.2% | – | – | 歷史 |
| BCEBce Inc | COM NEW | 6,527 | $29.5 萬 | 0.2% | – | – | 歷史 |
| GLWCorning Inc | COM | 6,712 | $29.2 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,191 | $29.1 萬 | 0.2% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,651 | $29.0 萬 | 0.2% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 7,394 | $28.9 萬 | 0.2% | – | – | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 5,155 | $28.3 萬 | 0.2% | – | – | – |
| TGTTarget Corp | Stock | 1,417 | $28.1 萬 | 0.2% | – | – | 歷史 |