Altus Wealth Group LLC
- SEC CIK
- 0001842572
- 最新申報
- 2026/7/17
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
- 166
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.01 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 Russell 1000 Growth ETF464287614 | ETF | 36,887 | $940.3 萬 | 9.3% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 65,155 | $816.1 萬 | 8.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 63,536 | $458.1 萬 | 4.6% | – | – | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 80,930 | $406.0 萬 | 4.0% | – | – | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 106,718 | $354.9 萬 | 3.5% | – | – | – |
| AAPLApple Inc. | Stock | 26,704 | $341.4 萬 | 3.4% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 36,336 | $282.2 萬 | 2.8% | – | – | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 20,186 | $264.4 萬 | 2.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,442 | $258.7 萬 | 2.6% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,835 | $231.9 萬 | 2.3% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 107,900 | $220.0 萬 | 2.2% | – | – | – |
| UNPUnion Pacific Corp | Stock | 9,497 | $214.3 萬 | 2.1% | – | – | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 33,653 | $164.3 萬 | 1.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 40,655 | $161.9 萬 | 1.6% | – | – | – |
| VVisa Inc. | Stock | 6,493 | $150.7 萬 | 1.5% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 20,562 | $140.2 萬 | 1.4% | – | – | – |
| CVXChevron Corp | Stock | 13,035 | $138.3 萬 | 1.4% | – | – | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 83,596 | $126.2 萬 | 1.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 10,195 | $123.0 萬 | 1.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 365 | $120.9 萬 | 1.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,911 | $109.6 萬 | 1.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,181 | $105.9 萬 | 1.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,044 | $100.5 萬 | 1.0% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 15,882 | $99.0 萬 | 1.0% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 429 | $98.9 萬 | 1.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,894 | $91.7 萬 | 0.9% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 10,364 | $91.6 萬 | 0.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,232 | $87.8 萬 | 0.9% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,937 | $85.5 萬 | 0.8% | – | – | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 28,239 | $84.2 萬 | 0.8% | – | – | – |
| DISWalt Disney Co | Stock | 4,438 | $81.8 萬 | 0.8% | – | – | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 11,391 | $75.9 萬 | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,847 | $73.8 萬 | 0.7% | – | – | – |
| CMCSAComcast Corp | Stock | 12,544 | $71.0 萬 | 0.7% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 16,154 | $64.5 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,718 | $63.6 萬 | 0.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,763 | $62.3 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 17,797 | $61.3 萬 | 0.6% | – | – | – |
| TYTRI-CONTINENTAL Corp | COM | 18,165 | $61.3 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,527 | $60.2 萬 | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 9,986 | $59.1 萬 | 0.6% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 7,829 | $58.7 萬 | 0.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,438 | $58.0 萬 | 0.6% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,292 | $56.7 萬 | 0.6% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 9,174 | $55.0 萬 | 0.5% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,532 | $54.3 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,030 | $54.2 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 8,962 | $52.5 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 6,582 | $49.3 萬 | 0.5% | – | – | – |
| SNASnap-on Inc | COM | 1,966 | $47.8 萬 | 0.5% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,068 | $47.5 萬 | 0.5% | – | – | 歷史 |
| GLWCorning Inc | COM | 10,492 | $47.2 萬 | 0.5% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,339 | $46.9 萬 | 0.5% | – | – | 歷史 |
| EOSEaton Vance Enhanced Equity Income Fund II | COM | 20,753 | $46.7 萬 | 0.5% | – | – | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 8,193 | $46.6 萬 | 0.5% | – | – | – |
| KMIKinder Morgan, Inc. | Stock | 26,700 | $45.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,017 | $43.5 萬 | 0.4% | – | – | – |
| EHCEncompass Health Corp | COM | 5,028 | $43.0 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 9,522 | $41.4 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 12,745 | $40.8 萬 | 0.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 784 | $39.4 萬 | 0.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,016 | $39.4 萬 | 0.4% | – | – | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 7,324 | $39.1 萬 | 0.4% | – | – | – |
| JJacobs Solutions Inc. | COM | 2,800 | $38.7 萬 | 0.4% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 3,317 | $37.9 萬 | 0.4% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,075 | $36.9 萬 | 0.4% | – | – | – |
| TSNTyson Foods, Inc. | Stock | 4,730 | $36.8 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 155 | $36.5 萬 | 0.4% | – | – | 歷史 |
| BSTBlackRock Science & Technology Trust | SHS | 6,379 | $36.2 萬 | 0.4% | – | – | 歷史 |
| ATOAtmos Energy Corp | COM | 3,260 | $33.8 萬 | 0.3% | – | – | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 6,154 | $33.3 萬 | 0.3% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,321 | $33.0 萬 | 0.3% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 3,928 | $32.5 萬 | 0.3% | – | – | 歷史 |
| BABoeing Co | Stock | 1,375 | $32.1 萬 | 0.3% | – | – | 歷史 |
| IPInternational Paper Co | COM | 5,129 | $31.0 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 749 | $30.8 萬 | 0.3% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 2,636 | $29.9 萬 | 0.3% | – | – | – |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 22,240 | $29.6 萬 | 0.3% | – | – | 歷史 |
| MCRMFS Charter Income Trust | SH BEN INT | 32,530 | $28.9 萬 | 0.3% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,577 | $28.0 萬 | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,793 | $27.7 萬 | 0.3% | – | – | – |
| NOWServiceNow, Inc. | Stock | 568 | $27.5 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,404 | $27.4 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,910 | $26.9 萬 | 0.3% | – | – | 歷史 |
| NBBNuveen Taxable Municipal Income Fund | COM | 11,595 | $26.4 萬 | 0.3% | – | – | 歷史 |
| USALiberty All Star Equity Fund | SH BEN INT | 31,319 | $25.8 萬 | 0.3% | – | – | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 6,901 | $24.5 萬 | 0.2% | – | – | – |
| SYKStryker Corp | Stock | 941 | $24.0 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,508 | $23.8 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 351 | $23.6 萬 | 0.2% | – | – | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 13,895 | $23.2 萬 | 0.2% | – | – | 歷史 |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 14,138 | $23.2 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 611 | $22.9 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 547 | $22.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,084 | $22.5 萬 | 0.2% | – | – | – |
| BLWBlackRock Ltd Duration Income Trust | COM SHS | 12,950 | $22.0 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 4,252 | $21.7 萬 | 0.2% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 3,267 | $20.9 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 980 | $20.7 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 949 | $20.6 萬 | 0.2% | – | – | 歷史 |