Alaethes Wealth LLC
- SEC CIK
- 0001859677
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/4 申報。只含多頭部位。
- 持股檔數
- 87
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.08 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 70,205 | $857.6 萬 | 7.9% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 82,187 | $678.0 萬 | 6.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,765 | $546.0 萬 | 5.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 20,476 | $482.8 萬 | 4.5% | – | – | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 115,878 | $295.6 萬 | 2.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 18,041 | $274.6 萬 | 2.5% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 5,422 | $257.7 萬 | 2.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,240 | $256.6 萬 | 2.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 8,512 | $206.7 萬 | 1.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 11,610 | $190.8 萬 | 1.8% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 3,412 | $178.0 萬 | 1.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,669 | $173.7 萬 | 1.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,550 | $169.4 萬 | 1.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 15,491 | $169.3 萬 | 1.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,717 | $168.4 萬 | 1.6% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 22,283 | $166.1 萬 | 1.5% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 2,198 | $165.7 萬 | 1.5% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 18,833 | $146.3 萬 | 1.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 10,618 | $144.2 萬 | 1.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 6,904 | $136.7 萬 | 1.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 7,179 | $132.5 萬 | 1.2% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 23,769 | $129.9 萬 | 1.2% | – | – | – |
| INTCIntel Corp | Stock | 19,093 | $122.2 萬 | 1.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 8,967 | $115.7 萬 | 1.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 8,664 | $114.9 萬 | 1.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 9,698 | $114.6 萬 | 1.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,326 | $112.8 萬 | 1.0% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,374 | $110.1 萬 | 1.0% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,484 | $109.7 萬 | 1.0% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,105 | $109.5 萬 | 1.0% | – | – | 歷史 |
| ANETArista Networks, Inc. | COM | 3,559 | $107.4 萬 | 1.0% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 2,010 | $107.3 萬 | 1.0% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,730 | $103.3 萬 | 1.0% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 7,591 | $102.8 萬 | 1.0% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,576 | $102.6 萬 | 1.0% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,825 | $102.2 萬 | 0.9% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 11,197 | $101.0 萬 | 0.9% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,820 | $100.4 萬 | 0.9% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,060 | $98.6 萬 | 0.9% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 7,080 | $96.0 萬 | 0.9% | – | – | – |
| BBYBest Buy Co Inc | Stock | 8,241 | $94.6 萬 | 0.9% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 15,712 | $91.4 萬 | 0.8% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 16,435 | $88.9 萬 | 0.8% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,202 | $88.4 萬 | 0.8% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,437 | $88.2 萬 | 0.8% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 22,360 | $87.4 萬 | 0.8% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,809 | $86.1 萬 | 0.8% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 1,367 | $84.4 萬 | 0.8% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,260 | $83.5 萬 | 0.8% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 4,448 | $83.1 萬 | 0.8% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 2,305 | $82.8 萬 | 0.8% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 3,317 | $82.5 萬 | 0.8% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 22,580 | $81.8 萬 | 0.8% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,684 | $81.2 萬 | 0.8% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 2,108 | $81.0 萬 | 0.8% | – | – | 歷史 |
| TAT&T Inc. | Stock | 26,732 | $80.9 萬 | 0.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 7,639 | $80.0 萬 | 0.7% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,688 | $77.0 萬 | 0.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,732 | $76.7 萬 | 0.7% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 3,493 | $75.8 萬 | 0.7% | – | – | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 15,995 | $74.4 萬 | 0.7% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,067 | $71.7 萬 | 0.7% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 1,204 | $70.8 萬 | 0.7% | – | – | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 23,233 | $70.8 萬 | 0.7% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 13,418 | $70.7 萬 | 0.7% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 4,297 | $67.1 萬 | 0.6% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4,565 | $64.3 萬 | 0.6% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 7,922 | $59.9 萬 | 0.6% | – | – | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 29,341 | $58.9 萬 | 0.5% | – | – | 歷史 |
| SOSouthern Co | Stock | 9,305 | $57.8 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 267 | $55.1 萬 | 0.5% | – | – | 歷史 |
| CMECME Group Inc. | COM | 2,495 | $51.0 萬 | 0.5% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,810 | $50.9 萬 | 0.5% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 5,040 | $48.7 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,102 | $43.9 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,017 | $40.3 萬 | 0.4% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 7,800 | $37.3 萬 | 0.3% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,685 | $35.7 萬 | 0.3% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,575 | $32.7 萬 | 0.3% | – | – | – |
| DEDeere & Co | Stock | 830 | $31.1 萬 | 0.3% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 4,943 | $28.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,035 | $24.8 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 4,654 | $24.1 萬 | 0.2% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,646 | $22.9 萬 | 0.2% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 837 | $22.5 萬 | 0.2% | – | – | 歷史 |
| BCTG Acquisition Corp05492W103 | COM | 20,000 | $22.2 萬 | 0.2% | – | – | – |
| CLColgate Palmolive Co | Stock | 2,731 | $21.5 萬 | 0.2% | – | – | 歷史 |