Onyx Bridge Wealth Group LLC
- SEC CIK
- 0001819476
- 最新申報
- 2026/7/23
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/12 申報。只含多頭部位。
- 持股檔數
- 114
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.00 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 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V613 | CORE UNIVRSL USD | 383,646 | $2,024 萬 | 10.1% | – | – | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 408,201 | $2,006 萬 | 10.0% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 88,915 | $1,904 萬 | 9.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 40,291 | $1,603 萬 | 8.0% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 136,501 | $1,554 萬 | 7.8% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 353,159 | $1,546 萬 | 7.7% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 269,666 | $1,348 萬 | 6.7% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 273,851 | $813.3 萬 | 4.1% | – | – | – |
| AAPLApple Inc. | Stock | 50,927 | $622.1 萬 | 3.1% | – | – | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 104,367 | $503.2 萬 | 2.5% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 26,941 | $433.4 萬 | 2.2% | – | – | – |
| Lattice Strategies Tr518416409 | HARTFORD US EQTY | 113,192 | $426.6 萬 | 2.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 44,784 | $333.3 萬 | 1.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 918 | $284.0 萬 | 1.4% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,956 | $255.9 萬 | 1.3% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,455 | $185.9 萬 | 0.9% | – | – | – |
| iShares Tr464289479 | CORE LT USDB ETF | 24,497 | $167.9 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,324 | $135.7 萬 | 0.7% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 5,850 | $127.6 萬 | 0.6% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 19,304 | $110.3 萬 | 0.6% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 32,799 | $104.7 萬 | 0.5% | – | – | – |
| CVXChevron Corp | Stock | 9,126 | $95.6 萬 | 0.5% | – | – | 歷史 |
| FSKFS KKR Capital Corp | COM | 46,377 | $92.0 萬 | 0.5% | – | – | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 35,872 | $85.9 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 14,476 | $84.2 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 27,209 | $82.4 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,413 | $80.5 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,272 | $80.3 萬 | 0.4% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,091 | $79.2 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,686 | $75.0 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,869 | $74.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 14,415 | $73.9 萬 | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 3,933 | $72.6 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 21,834 | $70.0 萬 | 0.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,871 | $68.2 萬 | 0.3% | – | – | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 9,922 | $68.1 萬 | 0.3% | – | – | – |
| MTBM&T Bank Corp | COM | 4,351 | $66.0 萬 | 0.3% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 10,250 | $62.7 萬 | 0.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 6,873 | $61.0 萬 | 0.3% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,608 | $59.1 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 275 | $56.9 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,034 | $56.0 萬 | 0.3% | – | – | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 44,348 | $56.0 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,887 | $55.6 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 801 | $53.5 萬 | 0.3% | – | – | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 37,956 | $52.3 萬 | 0.3% | – | – | 歷史 |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 35,176 | $52.0 萬 | 0.3% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 5,121 | $48.6 萬 | 0.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,752 | $48.6 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,278 | $46.4 萬 | 0.2% | – | – | – |
| SIGISelective Insurance Group Inc | COM | 6,035 | $43.8 萬 | 0.2% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 22,634 | $42.3 萬 | 0.2% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,565 | $41.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,985 | $41.1 萬 | 0.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,739 | $38.9 萬 | 0.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,292 | $38.1 萬 | 0.2% | – | – | – |
| GEGeneral Electric Co | COM | 28,998 | $38.1 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,312 | $38.0 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 1,489 | $37.9 萬 | 0.2% | – | – | 歷史 |
| MFICMidCap Financial Investment Corp | COM NEW | 27,616 | $37.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 4,510 | $35.0 萬 | 0.2% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 3,512 | $34.5 萬 | 0.2% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,772 | $33.2 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,841 | $31.2 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,106 | $31.0 萬 | 0.2% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 5,614 | $30.0 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 2,246 | $29.9 萬 | 0.1% | – | – | 歷史 |
| BlackRock New York Municipal Income Trust09248L106 | SH BEN INT | 19,300 | $29.9 萬 | 0.1% | – | – | – |
| HQHabrdn Healthcare Investors | SH BEN INT | 12,173 | $29.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,794 | $28.8 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 5,293 | $28.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 5,205 | $28.6 萬 | 0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,344 | $28.5 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 7,759 | $28.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,245 | $27.6 萬 | 0.1% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 8,718 | $27.4 萬 | 0.1% | – | – | – |
| iShares Inc464286178 | US INTL HGH YLD | 5,444 | $27.3 萬 | 0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 5,325 | $27.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,390 | $26.0 萬 | 0.1% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 11,010 | $25.6 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,282 | $25.3 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 116 | $23.9 萬 | 0.1% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 5,933 | $23.7 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 3,671 | $23.5 萬 | 0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 3,112 | $23.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 3,800 | $22.5 萬 | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 702 | $22.4 萬 | 0.1% | – | – | – |
| MDTMedtronic plc | Stock | 1,883 | $22.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,408 | $21.9 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 705 | $21.5 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 1,958 | $21.3 萬 | 0.1% | – | – | – |
| Flagstar Bank, National Association649445103 | COM | 16,626 | $21.0 萬 | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 401 | $20.9 萬 | 0.1% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 3,218 | $20.9 萬 | 0.1% | – | – | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 3,390 | $20.8 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,804 | $20.6 萬 | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 933 | $20.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,086 | $20.1 萬 | 0.1% | – | – | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 6,000 | $20.1 萬 | 0.1% | – | – | – |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 12,409 | $16.9 萬 | 0.1% | – | – | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。