Aaron Wealth Advisors
- SEC CIK
- 0001812198
- 最新申報
- 2026/7/16
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/29 申報。只含多頭部位。
- 持股檔數
- 151
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.73 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 Scottsdale FDS92206C714 | VNG RUS1000VAL | 162,099 | $2,155 萬 | 7.9% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 85,805 | $2,145 萬 | 7.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 243,466 | $1,754 萬 | 6.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 253,556 | $1,632 萬 | 6.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 53,285 | $1,256 萬 | 4.6% | – | – | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 175,808 | $932.8 萬 | 3.4% | – | – | – |
| AAPLApple Inc. | Stock | 75,016 | $916.3 萬 | 3.4% | – | – | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 410,181 | $894.6 萬 | 3.3% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 142,680 | $886.7 萬 | 3.3% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 131,741 | $726.9 萬 | 2.7% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 38,304 | $634.3 萬 | 2.3% | – | – | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 170,235 | $616.0 萬 | 2.3% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 22,013 | $604.5 萬 | 2.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 66,475 | $504.3 萬 | 1.9% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 18,365 | $446.3 萬 | 1.6% | – | – | – |
| DBX ETF Tr233051820 | XTRACK MSCI ALL | 119,753 | $391.2 萬 | 1.4% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 117,732 | $388.1 萬 | 1.4% | – | – | – |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 85,149 | $370.3 萬 | 1.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 16,677 | $368.4 萬 | 1.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 30,321 | $345.1 萬 | 1.3% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 54,375 | $322.6 萬 | 1.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 24,062 | $320.6 萬 | 1.2% | – | – | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 61,800 | $306.2 萬 | 1.1% | – | – | – |
| MAMastercard Inc | Stock | 7,490 | $266.6 萬 | 1.0% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,194 | $246.9 萬 | 0.9% | – | – | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 21,792 | $245.0 萬 | 0.9% | – | – | 歷史 |
| AGFirst Majestic Silver Corp | COM | 140,000 | $218.1 萬 | 0.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 10,143 | $214.7 萬 | 0.8% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 34,351 | $187.2 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 39,871 | $179.6 萬 | 0.7% | – | – | – |
| CBChubb Ltd | Stock | 10,494 | $165.7 萬 | 0.6% | – | – | 歷史 |
| Barrick Gold Corp067901108 | COM | 79,002 | $156.4 萬 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 488 | $150.9 萬 | 0.6% | – | – | 歷史 |
| KURAKura Oncology, Inc. | COM | 51,792 | $146.4 萬 | 0.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,554 | $140.8 萬 | 0.5% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 10,836 | $139.8 萬 | 0.5% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 12,543 | $137.0 萬 | 0.5% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 20,184 | $133.5 萬 | 0.5% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 10,539 | $124.4 萬 | 0.5% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 7,693 | $123.1 萬 | 0.5% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,292 | $118.5 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 574 | $118.3 萬 | 0.4% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 18,416 | $116.2 萬 | 0.4% | – | – | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 59,435 | $108.5 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 27,722 | $107.2 萬 | 0.4% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 4,634 | $105.2 萬 | 0.4% | – | – | 歷史 |
| RGLDRoyal Gold Inc | Stock | 9,425 | $101.4 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,376 | $99.4 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 7,250 | $98.4 萬 | 0.4% | – | – | 歷史 |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 25,051 | $96.4 萬 | 0.4% | – | – | – |
| FLGTFulgent Genetics, Inc. | COM | 9,833 | $95.0 萬 | 0.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,826 | $92.9 萬 | 0.3% | – | – | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 26,404 | $83.4 萬 | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 3,791 | $80.3 萬 | 0.3% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,045 | $80.2 萬 | 0.3% | – | – | – |
| AMATApplied Materials Inc | Stock | 5,844 | $78.0 萬 | 0.3% | – | – | 歷史 |
| HSYHershey Co | COM | 4,858 | $76.8 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,321 | $74.0 萬 | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 11,488 | $73.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,009 | $72.9 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,341 | $71.4 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,133 | $69.5 萬 | 0.3% | – | – | 歷史 |
| BKDBrookdale Senior Living Inc. | COM | 110,000 | $66.5 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,586 | $66.0 萬 | 0.2% | – | – | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 17,284 | $66.0 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,821 | $63.2 萬 | 0.2% | – | – | 歷史 |
| INGING Groep NV | SPONSORED ADR | 51,688 | $63.2 萬 | 0.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,028 | $63.0 萬 | 0.2% | – | – | 歷史 |
| WATTEnergous Corp | COM | 153,885 | $62.4 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 8,741 | $61.3 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 3,107 | $59.8 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,523 | $57.9 萬 | 0.2% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 9,432 | $57.8 萬 | 0.2% | – | – | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 9,420 | $57.7 萬 | 0.2% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 2,894 | $56.4 萬 | 0.2% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 7,137 | $56.2 萬 | 0.2% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 739 | $55.7 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,223 | $55.3 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,474 | $54.8 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,177 | $53.6 萬 | 0.2% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,149 | $52.2 萬 | 0.2% | – | – | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 5,063 | $52.2 萬 | 0.2% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,438 | $51.6 萬 | 0.2% | – | – | 歷史 |
| GWREGuidewire Software, Inc. | COM | 5,015 | $50.9 萬 | 0.2% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 13,749 | $50.0 萬 | 0.2% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 8,690 | $49.9 萬 | 0.2% | – | – | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 13,453 | $49.2 萬 | 0.2% | – | – | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 10,776 | $48.2 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,862 | $45.8 萬 | 0.2% | – | – | 歷史 |
| GLWCorning Inc | COM | 10,484 | $45.6 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,457 | $45.3 萬 | 0.2% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 731 | $45.1 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,073 | $43.4 萬 | 0.2% | – | – | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 3,413 | $41.2 萬 | 0.2% | – | – | 歷史 |
| POOLPool Corp | COM | 1,192 | $41.1 萬 | 0.2% | – | – | 歷史 |
| THOThor Industries Inc | COM | 3,000 | $40.4 萬 | 0.1% | – | – | 歷史 |
| KSUKansas City Southern | COM NEW | 1,517 | $40.0 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 7,390 | $39.9 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,721 | $39.9 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 7,585 | $39.3 萬 | 0.1% | – | – | – |