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Livermore
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True Wealth Design, LLC

SEC CIK
0001966033
最新申報
2026/7/16

2024 年第 4 季持倉

持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
1,350
較 2024 年第 3 季 +76
總值
$2.58 億
較 2024 年第 3 季 +$165.0 萬 (+0.6%)
申報日
2025/2/14
SEC
True Wealth Design, LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
VITLVital Farms, Inc.COM17$641<0.1%+17新進歷史
CCICrown Castle Inc.REIT7$645<0.1%+7新進歷史
DOCHealthpeak Properties, Inc.COM32$645<0.1%+32新進歷史
BSYBentley Systems IncCOM CL B14$654<0.1%+1+7.7%加碼歷史
LPLALPL Financial Holdings Inc.COM2$654<0.1%+2新進歷史
IDAIdacorp IncCOM6$656<0.1%+6新進歷史
WSTWest Pharmaceutical Services IncCOM2$656<0.1%00.0%不變歷史
BLBDBlue Bird CorpCOM17$657<0.1%−78−82.1%減碼歷史
EQHEquitable Holdings, Inc.COM14$661<0.1%+14新進歷史
LPLLG Display Co., Ltd.SPONS ADR REP216$664<0.1%+57+35.8%加碼歷史
TLRYTilray Brands, Inc.COM CL 2500$665<0.1%00.0%不變歷史
WBDWarner Bros. Discovery, Inc.Stock63$666<0.1%+17+37.0%加碼歷史
KTKT CorpSPONSORED ADR43$668<0.1%−85−66.4%減碼歷史
DLRDigital Realty Trust, Inc.COM4$669<0.1%+4新進歷史
REVGREV Group, Inc.COM21$670<0.1%−300−93.5%減碼歷史
FFICFlushing Financial CorpCOM47$672<0.1%−86−64.7%減碼歷史
TFIITFI International Inc.COM5$676<0.1%−22−81.5%減碼歷史
BROSDutch Bros Inc.CL A13$681<0.1%+13新進歷史
ERICEricsson LM Telephone CoADR B SEK 1085$686<0.1%+21+32.8%加碼歷史
KEPKorea Electric Power CorpSPONSORED ADR100$688<0.1%+6+6.4%加碼歷史
LFMDLifeMD, Inc.COM140$693<0.1%−738−84.1%減碼歷史
CDWCDW CorpCOM4$697<0.1%−2−33.3%減碼歷史
AONAon plcCL A2$697<0.1%+2新進歷史
FNDFloor & Decor Holdings, Inc.CL A7$698<0.1%+1+16.7%加碼歷史
GILGildan Activewear Inc.Stock15$706<0.1%+2+15.4%加碼歷史
CWCurtiss Wright CorpStock2$710<0.1%00.0%不變歷史
ACMRACM Research, Inc.Stock47$710<0.1%−185−79.7%減碼歷史
ALLAllstate CorpStock4$714<0.1%+4新進歷史
DOCUDocuSign, Inc.Stock8$720<0.1%−1−11.1%減碼歷史
WPPWPP plcADR14$720<0.1%+3+27.3%加碼歷史
GDGeneral Dynamics CorpStock3$725<0.1%−108−97.3%減碼歷史
HIMSHims & Hers Health, Inc.Stock30$726<0.1%+2+7.1%加碼歷史
WPMWheaton Precious Metals Corp.COM13$732<0.1%+2+18.2%加碼歷史
HALHalliburton CoStock27$735<0.1%−16−37.2%減碼歷史
AUPHAurinia Pharmaceuticals Inc.COM82$737<0.1%−386−82.5%減碼歷史
MTArcelorMittalNY REGISTRY SH32$741<0.1%+4+14.3%加碼歷史
ACIAlbertsons Companies, Inc.COMMON STOCK38$747<0.1%−2−5.0%減碼歷史
ORealty Income CorpREIT14$749<0.1%+14新進歷史
WSBFWaterstone Financial, Inc.COM56$753<0.1%+56新進歷史
IFFInternational Flavors & Fragrances IncCOM9$761<0.1%+2+28.6%加碼歷史
KRNYKearny Financial Corp.COM108$765<0.1%−184−63.0%減碼歷史
BRKLBrookline Bancorp IncCOM65$767<0.1%−48−42.5%減碼歷史
RELXRELX PLCSPONSORED ADR17$773<0.1%+2+13.3%加碼歷史
ASRSoutheast Airport GroupSPON ADR SER B3$773<0.1%+1+50.0%加碼歷史
PSOPearson PLCSPONSORED ADR48$774<0.1%+5+11.6%加碼歷史
TREELendingTree, Inc.COM20$775<0.1%−54−73.0%減碼歷史
AEYEAudioeye IncCOM NEW51$776<0.1%−106−67.5%減碼歷史
DHILDiamond Hill Investment Group IncCOM NEW5$776<0.1%+5新進歷史
WELLWelltower Inc.REIT6$778<0.1%+6新進歷史
AVTRAvantor, Inc.COM37$780<0.1%−5−11.9%減碼歷史
QSRRestaurant Brands International Inc.COM12$783<0.1%−1−7.7%減碼歷史
EQTEQT CorpStock17$784<0.1%00.0%不變歷史
PODDInsulet CorpStock3$784<0.1%+2+200.0%加碼歷史
XPOXPO, Inc.COM6$787<0.1%00.0%不變歷史
FMSFresenius Medical Care AGSPONSORED ADR35$793<0.1%+8+29.6%加碼歷史
ENTGEntegris IncCOM8$793<0.1%−61−88.4%減碼歷史
FRPHFRP Holdings, Inc.COM26$797<0.1%+26新進歷史
TRIThomson Reuters CorpCOM NO PAR5$802<0.1%+1+25.0%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW124$808<0.1%+13+11.7%加碼歷史
RBARB Global Inc.COM9$812<0.1%+2+28.6%加碼歷史
GPCGenuine Parts CoStock7$818<0.1%−2−22.2%減碼歷史
EVEREverQuote, Inc.COM CL A41$820<0.1%−128−75.7%減碼歷史
AVPTAvePoint, Inc.COM CL A50$826<0.1%00.0%不變歷史
FMCFMC CorpCOM NEW17$827<0.1%−1,019−98.4%減碼歷史
CMCLCaledonia Mining Corp PlcSHS NEW88$829<0.1%+88新進歷史
THFFFirst Financial CorpStock18$832<0.1%−24−57.1%減碼歷史
CAGConagra Brands Inc.Stock30$833<0.1%+2+7.1%加碼歷史
NDSNNordson CorpCOM4$837<0.1%00.0%不變歷史
DCDakota Gold Corp.COM381$839<0.1%+381新進歷史
METMetlife IncStock10$841<0.1%+10新進歷史
GGGGraco IncCOM10$843<0.1%+1+11.1%加碼歷史
AXSMAxsome Therapeutics, Inc.COM10$847<0.1%+10新進歷史
TKOTKO Group Holdings, Inc.CL A6$853<0.1%+2+50.0%加碼歷史
EPMEvolution Petroleum CorpCOM163$853<0.1%+163新進歷史
MAXMediaAlpha, Inc.CL A76$859<0.1%+76新進歷史
AMCXAMC Global Media Inc.CL A87$862<0.1%−240−73.4%減碼歷史
APEIAmerican Public Education IncStock40$863<0.1%−121−75.2%減碼歷史
JAZZJazz Pharmaceuticals plcSHS USD7$863<0.1%+7新進歷史
PRUPrudential Financial IncStock7$869<0.1%+7新進歷史
KBRKBR, Inc.COM15$869<0.1%−391−96.3%減碼歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B61$873<0.1%−8−11.6%減碼歷史
MGAMagna International IncCOM21$878<0.1%+3+16.7%加碼歷史
SWKSSkyworks Solutions, Inc.Stock10$887<0.1%−37−78.7%減碼歷史
CICigna GroupStock3$895<0.1%−7−70.0%減碼歷史
EXEExpand Energy CorpCOM9$896<0.1%+1+12.5%加碼歷史
SHAKShake Shack Inc.CL A7$909<0.1%+7新進歷史
IMOImperial Oil LtdCOM NEW15$924<0.1%+1+7.1%加碼歷史
YOUClear Secure, Inc.COM CL A35$933<0.1%−108−75.5%減碼歷史
ADTNADTRAN Holdings, Inc.COM112$933<0.1%00.0%不變歷史
BLDQXO Insulation, LLCStock3$935<0.1%00.0%不變歷史
JRVRJames River Group Holdings, Inc.COM192$936<0.1%−1,036−84.4%減碼歷史
FNVFranco Nevada CorpStock8$941<0.1%+4+100.0%加碼歷史
WECWec Energy Group, Inc.Stock10$941<0.1%+1+11.1%加碼歷史
SNBRQSleep Number CorpCOM62$945<0.1%+62新進歷史
AMKRAmkor Technology, Inc.COM37$951<0.1%−674−94.8%減碼歷史
IPGInterpublic Group of Companies, Inc.COM34$953<0.1%+3+9.7%加碼歷史
ZETAZeta Global Holdings Corp.CL A53$954<0.1%−34−39.1%減碼歷史
NINisource Inc.COM26$956<0.1%+3+13.0%加碼歷史
PBAPembina Pipeline CorpCOM26$961<0.1%−4−13.3%減碼歷史
LYBLyondellBasell Industries N.V.SHS - A -13$966<0.1%−65−83.3%減碼歷史

2024 年第 3 季之後清倉（195 檔）

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 195 檔。

True Wealth Design, LLC 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
SPDR Series Trust78468R523ST STR BL 12 ETF5,872$58.5 萬0.2%–
GOGrocery Outlet Holding Corp.COM4,293$7.53 萬<0.1%歷史
RAREUltragenyx Pharmaceutical Inc.COM778$4.32 萬<0.1%歷史
SHCSotera Health CoCOM1,946$3.25 萬<0.1%歷史
OHIOmega Healthcare Investors IncCOM771$3.14 萬<0.1%歷史
HASHasbro, Inc.COM425$3.07 萬<0.1%歷史
LDOSLeidos Holdings, Inc.COM135$2.20 萬<0.1%歷史
ONTOOnto Innovation Inc.COM97$2.01 萬<0.1%歷史
HRLHormel Foods CorpCOM601$1.91 萬<0.1%歷史
KSSKOHLS CorpStock787$1.66 萬<0.1%歷史
EPREpr PropertiesCOM SH BEN INT324$1.59 萬<0.1%歷史
CLHClean Harbors IncCOM61$1.47 萬<0.1%歷史
AFGAmerican Financial Group IncCOM107$1.44 萬<0.1%歷史
MSAMSA Safety IncCOM76$1.35 萬<0.1%歷史
AMTMAmentum Holdings, Inc.COM334$1.08 萬<0.1%歷史
WALWestern Alliance BancorporationCOM123$1.06 萬<0.1%歷史
MSMMSC Industrial Direct Co IncCL A112$9,639<0.1%歷史
CIOCity Office REIT, Inc.COM1,605$9,374<0.1%歷史
SMGScotts Miracle-Gro CoStock98$8,497<0.1%歷史
CLDTChatham Lodging TrustCOM914$7,787<0.1%歷史
AGIOAgios Pharmaceuticals, Inc.COM166$7,376<0.1%歷史
STSensata Technologies Holding plcSHS203$7,280<0.1%歷史
ATNIATN International, Inc.COM225$7,277<0.1%歷史
MTGMgic Investment CorpCOM282$7,220<0.1%歷史
CHEChemed CorpCOM11$6,611<0.1%歷史
MKSIMKS IncCOM59$6,414<0.1%歷史
CNXCConcentrix CorpStock119$6,099<0.1%歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL69$5,750<0.1%–
DARDarling Ingredients Inc.COM151$5,612<0.1%歷史
FCFSFirstCash Holdings, Inc.COM47$5,396<0.1%歷史
ALTMArcadium Lithium plcStock1,825$5,202<0.1%歷史
ANGOAngiodynamics IncCOM651$5,065<0.1%歷史
MMSMaximus, Inc.COM52$4,845<0.1%歷史
CMPRCIMPRESS plcSHS EURO57$4,670<0.1%歷史
HIGHartford Insurance Group, Inc.Stock39$4,587<0.1%歷史
BXPBXP, Inc.COM57$4,587<0.1%歷史
MOSMosaic CoCOM165$4,419<0.1%歷史
PTGXProtagonist Therapeutics, IncCOM96$4,320<0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A274$4,311<0.1%歷史
BNSBank of Nova ScotiaCOM79$4,305<0.1%歷史
PDCOPatterson Companies, Inc.COM193$4,216<0.1%歷史
SYFSynchrony FinancialCOM84$4,190<0.1%歷史
AGRAvangrid, Inc.COM117$4,188<0.1%歷史
ELSEquity Lifestyle Properties IncCOM57$4,067<0.1%歷史
KFYKorn FerryCOM NEW53$3,988<0.1%歷史
SNYSanofiSPONSORED ADR68$3,919<0.1%歷史
GGenpact LTDSHS99$3,882<0.1%歷史
CHKPCheck Point Software Technologies LtdORD20$3,857<0.1%歷史
NWNNorthwest Natural Holding CoCOM94$3,838<0.1%歷史
SRSpire IncCOM57$3,836<0.1%歷史
NTESNetEase, Inc.SPONSORED ADS41$3,834<0.1%歷史
JXNJackson Financial Inc.COM CL A42$3,832<0.1%歷史
SIGSignet Jewelers LtdSHS37$3,817<0.1%歷史
SEICSEI Investments CoCOM55$3,806<0.1%歷史
NPKINPK International Inc.COM SHS549$3,805<0.1%歷史
AMGAffiliated Managers Group, Inc.Stock21$3,734<0.1%歷史
RKTRocket Companies, Inc.Stock194$3,723<0.1%歷史
GNTXGentex CorpCOM124$3,682<0.1%歷史
GCOGenesco IncCOM134$3,641<0.1%歷史
LSTRLandstar System IncCOM19$3,589<0.1%歷史
RITMRithm Capital Corp.REIT315$3,576<0.1%歷史
EGEverest Group, Ltd.COM9$3,527<0.1%歷史
DYNDyne Therapeutics, Inc.COM98$3,521<0.1%歷史
VNTVontier CorpStock104$3,509<0.1%歷史
WTTRSelect Water Solutions, Inc.CL A COM315$3,506<0.1%歷史
BKUBankUnited, Inc.COM96$3,499<0.1%歷史
CECOCeco Environmental CorpCOM121$3,413<0.1%歷史
WABCWestamerica BancorporationCOM67$3,312<0.1%歷史
IASIntegral Ad Science Holding Corp.COM302$3,265<0.1%歷史
FLOFlowers Foods IncCOM141$3,253<0.1%歷史
OFGOfg BancorpCOM70$3,145<0.1%歷史
ICHRIchor Holdings, Ltd.SHS95$3,022<0.1%歷史
SBRASabra Health Care REIT, Inc.REIT157$2,922<0.1%歷史
AXAxos Financial, Inc.COM45$2,830<0.1%歷史
CACCCredit Acceptance CorpCOM6$2,661<0.1%歷史
INNSummit Hotel Properties, Inc.COM380$2,607<0.1%歷史
GFFGriffon CorpCOM37$2,590<0.1%歷史
ZUMZZumiez IncCOM117$2,493<0.1%歷史
CABOCable One, Inc.COM7$2,449<0.1%歷史
CNXNPC Connection IncCOM31$2,339<0.1%歷史
XRXXerox Holdings CorpCOM NEW216$2,243<0.1%歷史
CYHCommunity Health Systems IncCOM349$2,119<0.1%歷史
URGNUroGen Pharma Ltd.COM161$2,045<0.1%歷史
CACICACI International IncCL A4$2,019<0.1%歷史
ATROAstronics CorpCOM102$1,987<0.1%歷史
ANAutonation, Inc.COM11$1,969<0.1%歷史
COLLCollegium Pharmaceutical, IncCOM50$1,932<0.1%歷史
BGSB&G Foods, Inc.COM211$1,874<0.1%歷史
WASHWashington Trust Bancorp IncCOM54$1,740<0.1%歷史
RXSTRxSight, Inc.COM35$1,731<0.1%歷史
STOKStoke Therapeutics, Inc.COM139$1,709<0.1%歷史
CRCTCricut, Inc.COM CL A246$1,705<0.1%歷史
KODKEastman Kodak CoCOM NEW359$1,695<0.1%歷史
HRTXHeron Therapeutics, Inc.COM830$1,652<0.1%歷史
LESLLeslie's, Inc.COM521$1,647<0.1%歷史
FCFranklin Covey CoCOM40$1,646<0.1%歷史
OPLNOPENLANE, Inc.COM97$1,638<0.1%歷史
JILLJ.Jill, Inc.COM61$1,505<0.1%歷史
ABCBAmeris BancorpCOM24$1,498<0.1%歷史
HAINHain Celestial Group IncCOM172$1,485<0.1%歷史