Burney Co
- SEC CIK
- 0000940445
- 最新申報
- 2026/7/14
2022 年第 1 季到 2022 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 19 檔
- 估計 +$5,344 萬
- 加碼
- 144 檔
- 估計 +$1.02 億
- 減碼
- 317 檔
- 估計 −$1.40 億
- 清倉
- 49 檔
- 估計 −$2,014 萬
總值從 $21.8 億變成 $19.0 億（−$2.76 億 (−12.7%)），持股從 571 檔變成 541 檔（−30）。
2022 年第 2 季全部持倉2022 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 2 季，下面灰字是 2022 年第 1 季。兩季之間拆股的股票，2022 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 減碼歷史 | 718,060728,571 | −10,511−1.4% | $9,817 萬$1.27 億 | −$143.7 萬 | 5.2%5.8% | −0.68 |
| MSFTMicrosoft Corp | 加碼歷史 | 164,931161,229 | +3,702+2.3% | $4,236 萬$4,971 萬 | +$95.1 萬 | 2.2%2.3% | −0.05 |
| GOOGLAlphabet Inc. | 減碼歷史 | 17,59318,830 | −1,237−6.6% | $3,834 萬$5,237 萬 | −$269.6 萬 | 2.0%2.4% | −0.39 |
| AMNAmn Healthcare Services Inc | 減碼歷史 | 296,493304,562 | −8,069−2.6% | $3,253 萬$3,178 萬 | −$88.5 萬 | 1.7%1.5% | +0.25 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 59,50862,199 | −2,691−4.3% | $3,057 萬$3,172 萬 | −$138.2 萬 | 1.6%1.5% | +0.15 |
| MCKMcKesson Corp | 減碼歷史 | 91,67592,863 | −1,188−1.3% | $2,991 萬$2,843 萬 | −$38.8 萬 | 1.6%1.3% | +0.27 |
| METMetlife Inc | 減碼歷史 | 440,302443,440 | −3,138−0.7% | $2,765 萬$3,117 萬 | −$19.7 萬 | 1.5%1.4% | +0.02 |
| DFSDiscover Financial Services | 加碼歷史 | 291,429274,859 | +16,570+6.0% | $2,756 萬$3,029 萬 | +$156.7 萬 | 1.5%1.4% | +0.06 |
| AZOAutoZone Inc | 加碼歷史 | 12,00210,450 | +1,552+14.9% | $2,579 萬$2,137 萬 | +$333.5 萬 | 1.4%1.0% | +0.38 |
| LHXL3HARRIS Technologies, Inc. | 加碼歷史 | 86,06785,990 | +77+0.1% | $2,080 萬$2,137 萬 | +$1.86 萬 | 1.1%1.0% | +0.11 |
| Vanguard Intermediate-Term Bond ETF921937819 | 新進– | 265,8210 | +265,821 | $2,064 萬$0 | +$2,064 萬 | 1.1%0.0% | +1.09 |
| PBHPrestige Consumer Healthcare Inc. | 減碼歷史 | 338,776341,390 | −2,614−0.8% | $1,992 萬$1,807 萬 | −$15.4 萬 | 1.0%0.8% | +0.22 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 223,966225,110 | −1,144−0.5% | $1,918 萬$1,859 萬 | −$9.80 萬 | 1.0%0.9% | +0.16 |
| GPIGroup 1 Automotive Inc | 減碼歷史 | 111,660113,683 | −2,023−1.8% | $1,896 萬$1,908 萬 | −$34.4 萬 | 1.0%0.9% | +0.12 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 68,68771,254 | −2,567−3.6% | $1,875 萬$2,515 萬 | −$70.1 萬 | 1.0%1.2% | −0.17 |
| SNPSSynopsys Inc | 加碼歷史 | 59,27310,261 | +49,012+477.7% | $1,800 萬$342.0 萬 | +$1,488 萬 | 0.9%0.2% | +0.79 |
| LHLabcorp Holdings Inc. | 加碼歷史 | 73,94729,338 | +44,609+152.1% | $1,733 萬$773.5 萬 | +$1,045 萬 | 0.9%0.4% | +0.56 |
| BOXBox Inc | 減碼歷史 | 687,968737,399 | −49,431−6.7% | $1,730 萬$2,143 萬 | −$124.3 萬 | 0.9%1.0% | −0.07 |
| RTXRTX Corp | 加碼歷史 | 177,802177,728 | +740.0% | $1,709 萬$1,761 萬 | +$7,112.33 | 0.9%0.8% | +0.09 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 210,553218,182 | −7,629−3.5% | $1,617 萬$1,700 萬 | −$58.6 萬 | 0.9%0.8% | +0.07 |
| LLYEli Lilly & Co | 減碼歷史 | 48,16149,630 | −1,469−3.0% | $1,562 萬$1,421 萬 | −$47.6 萬 | 0.8%0.7% | +0.17 |
| GDGeneral Dynamics Corp | 減碼歷史 | 70,35872,200 | −1,842−2.6% | $1,557 萬$1,741 萬 | −$40.8 萬 | 0.8%0.8% | +0.02 |
| CVSCVS Health Corp | 減碼歷史 | 160,968161,486 | −518−0.3% | $1,492 萬$1,634 萬 | −$4.80 萬 | 0.8%0.8% | +0.03 |
| PHParker-Hannifin Corp | 加碼歷史 | 59,20944,248 | +14,961+33.8% | $1,457 萬$1,256 萬 | +$368.1 萬 | 0.8%0.6% | +0.19 |
| ABTAbbott Laboratories | 加碼歷史 | 131,237128,738 | +2,499+1.9% | $1,426 萬$1,524 萬 | +$27.2 萬 | 0.8%0.7% | +0.05 |
| TSNTyson Foods, Inc. | 加碼歷史 | 164,372161,834 | +2,538+1.6% | $1,415 萬$1,451 萬 | +$21.8 萬 | 0.7%0.7% | +0.08 |
| TJXTJX Companies Inc | 減碼歷史 | 245,088247,745 | −2,657−1.1% | $1,369 萬$1,501 萬 | −$14.8 萬 | 0.7%0.7% | +0.03 |
| ALSNAllison Transmission Holdings Inc | 加碼歷史 | 340,730311,373 | +29,357+9.4% | $1,310 萬$1,222 萬 | +$112.9 萬 | 0.7%0.6% | +0.13 |
| EMREmerson Electric Co | 加碼歷史 | 164,030162,492 | +1,538+0.9% | $1,305 萬$1,593 萬 | +$12.2 萬 | 0.7%0.7% | −0.05 |
| ALLYAlly Financial Inc. | 減碼歷史 | 388,321410,218 | −21,897−5.3% | $1,301 萬$1,784 萬 | −$73.4 萬 | 0.7%0.8% | −0.13 |
| HDHome Depot, Inc. | 減碼歷史 | 47,41047,641 | −231−0.5% | $1,300 萬$1,426 萬 | −$6.34 萬 | 0.7%0.7% | +0.03 |
| QCOMQualcomm Inc | 加碼歷史 | 99,39251,041 | +48,351+94.7% | $1,270 萬$780.0 萬 | +$617.6 萬 | 0.7%0.4% | +0.31 |
| ALLAllstate Corp | 加碼歷史 | 99,68698,068 | +1,618+1.6% | $1,263 萬$1,358 萬 | +$20.5 萬 | 0.7%0.6% | +0.04 |
| LRCXLam Research Corp | 加碼歷史 | 29,36024,944 | +4,416+17.7% | $1,251 萬$1,341 萬 | +$188.2 萬 | 0.7%0.6% | +0.04 |
| BPOPPopular, Inc. | 減碼歷史 | 160,774198,994 | −38,220−19.2% | $1,237 萬$1,627 萬 | −$294.0 萬 | 0.7%0.7% | −0.10 |
| ORCLOracle Corp | 減碼歷史 | 171,944172,090 | −146−0.1% | $1,201 萬$1,424 萬 | −$1.02 萬 | 0.6%0.7% | −0.02 |
| PGProcter & Gamble Co | 加碼歷史 | 83,52282,800 | +722+0.9% | $1,201 萬$1,265 萬 | +$10.4 萬 | 0.6%0.6% | +0.05 |
| AMGNAmgen Inc | 加碼歷史 | 48,67947,388 | +1,291+2.7% | $1,184 萬$1,146 萬 | +$31.4 萬 | 0.6%0.5% | +0.10 |
| FICOFair Isaac Corp | 加碼歷史 | 28,85228,306 | +546+1.9% | $1,157 萬$1,320 萬 | +$21.9 萬 | 0.6%0.6% | 0.00 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | 減碼– | 309,816326,049 | −16,233−5.0% | $1,141 萬$1,361 萬 | −$59.8 萬 | 0.6%0.6% | −0.03 |
| ABBVAbbVie Inc. | 減碼歷史 | 72,09274,087 | −1,995−2.7% | $1,104 萬$1,201 萬 | −$30.6 萬 | 0.6%0.6% | +0.03 |
| LMTLockheed Martin Corp | 加碼歷史 | 25,60425,427 | +177+0.7% | $1,101 萬$1,122 萬 | +$7.61 萬 | 0.6%0.5% | +0.06 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 31,60331,571 | +32+0.1% | $1,096 萬$1,311 萬 | +$1.11 萬 | 0.6%0.6% | −0.03 |
| WGOWinnebago Industries Inc | 減碼歷史 | 224,804238,771 | −13,967−5.8% | $1,092 萬$1,290 萬 | −$67.8 萬 | 0.6%0.6% | −0.02 |
| VVisa Inc. | 減碼歷史 | 54,69657,087 | −2,391−4.2% | $1,077 萬$1,266 萬 | −$47.1 萬 | 0.6%0.6% | −0.01 |
| HCAHCA Healthcare, Inc. | 減碼歷史 | 63,36665,595 | −2,229−3.4% | $1,065 萬$1,644 萬 | −$37.5 萬 | 0.6%0.8% | −0.19 |
| MSMorgan Stanley | 減碼歷史 | 134,313136,312 | −1,999−1.5% | $1,022 萬$1,191 萬 | −$15.2 萬 | 0.5%0.5% | −0.01 |
| COFCapital One Financial Corp | 減碼歷史 | 97,09397,551 | −458−0.5% | $1,012 萬$1,281 萬 | −$4.77 萬 | 0.5%0.6% | −0.06 |
| AMZNAmazon Com Inc | 減碼依 20 比 1 拆股換算歷史 | 94,45196,420 | −1,969−2.0% | $1,003 萬$1,572 萬 | −$20.9 萬 | 0.5%0.7% | −0.19 |
| QLYSQualys, Inc. | 加碼歷史 | 77,19276,348 | +844+1.1% | $973.7 萬$1,087 萬 | +$10.6 萬 | 0.5%0.5% | +0.01 |
| AVGOBroadcom Inc. | 加碼歷史 | 19,3997,033 | +12,366+175.8% | $942.4 萬$442.9 萬 | +$600.7 萬 | 0.5%0.2% | +0.29 |
| MASMasco Corp | 減碼歷史 | 182,726188,614 | −5,888−3.1% | $924.6 萬$962.0 萬 | −$29.8 萬 | 0.5%0.4% | +0.04 |
| RGAReinsurance Group of America Inc | 減碼歷史 | 78,47182,535 | −4,064−4.9% | $920.4 萬$903.4 萬 | −$47.7 萬 | 0.5%0.4% | +0.07 |
| ACNAccenture plc | 加碼歷史 | 33,10827,408 | +5,700+20.8% | $919.2 萬$924.3 萬 | +$158.3 萬 | 0.5%0.4% | +0.06 |
| PFEPfizer Inc | 減碼歷史 | 174,796176,429 | −1,633−0.9% | $916.5 萬$913.4 萬 | −$8.56 萬 | 0.5%0.4% | +0.06 |
| LOWLowes Companies Inc | 減碼歷史 | 51,32152,109 | −788−1.5% | $896.5 萬$1,054 萬 | −$13.8 萬 | 0.5%0.5% | −0.01 |
| VRSNVerisign Inc | 減碼歷史 | 51,84153,278 | −1,437−2.7% | $867.5 萬$1,185 萬 | −$24.0 萬 | 0.5%0.5% | −0.09 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 29,13129,233 | −102−0.3% | $865.3 萬$965.0 萬 | −$3.03 萬 | 0.5%0.4% | +0.01 |
| CORCencora, Inc. | 減碼歷史 | 60,98662,381 | −1,395−2.2% | $862.8 萬$965.1 萬 | −$19.7 萬 | 0.5%0.4% | +0.01 |
| RJFRaymond James Financial Inc | 減碼歷史 | 93,59194,917 | −1,326−1.4% | $836.7 萬$1,043 萬 | −$11.9 萬 | 0.4%0.5% | −0.04 |
| CCChemours Co | 減碼歷史 | 257,425260,025 | −2,600−1.0% | $824.3 萬$818.6 萬 | −$8.33 萬 | 0.4%0.4% | +0.06 |
| BERYBerry Global Group, Inc. | 減碼歷史 | 148,313160,107 | −11,794−7.4% | $810.4 萬$928.0 萬 | −$64.4 萬 | 0.4%0.4% | 0.00 |
| CORTCorcept Therapeutics Inc | 減碼歷史 | 340,488349,980 | −9,492−2.7% | $809.7 萬$788.2 萬 | −$22.6 萬 | 0.4%0.4% | +0.06 |
| WFCWells Fargo & Company | 加碼歷史 | 205,702170,446 | +35,256+20.7% | $805.7 萬$826.0 萬 | +$138.1 萬 | 0.4%0.4% | +0.04 |
| COPConocoPhillips | 加碼歷史 | 87,6328,633 | +78,999+915.1% | $787.0 萬$86.3 萬 | +$709.5 萬 | 0.4%<0.1% | +0.37 |
| INGRIngredion Inc | 減碼歷史 | 86,62389,429 | −2,806−3.1% | $763.7 萬$779.4 萬 | −$24.7 萬 | 0.4%0.4% | +0.04 |
| METAMeta Platforms, Inc. | 減碼歷史 | 47,17353,161 | −5,988−11.3% | $760.7 萬$1,182 萬 | −$96.6 萬 | 0.4%0.5% | −0.14 |
| MIDDMIDDLEBY Corp | 減碼歷史 | 60,02460,908 | −884−1.5% | $752.5 萬$998.5 萬 | −$11.1 萬 | 0.4%0.5% | −0.06 |
| TRVTravelers Companies, Inc. | 加碼歷史 | 44,11143,494 | +617+1.4% | $746.1 萬$794.7 萬 | +$10.4 萬 | 0.4%0.4% | +0.03 |
| FFIVF5, Inc. | 減碼歷史 | 48,38950,350 | −1,961−3.9% | $740.5 萬$1,052 萬 | −$30.0 萬 | 0.4%0.5% | −0.09 |
| KRKroger Co | 減碼歷史 | 154,871155,021 | −150−0.1% | $733.0 萬$889.4 萬 | −$7,099.46 | 0.4%0.4% | −0.02 |
| HSYHershey Co | 加碼歷史 | 33,34310,751 | +22,592+210.1% | $717.4 萬$232.9 萬 | +$486.1 萬 | 0.4%0.1% | +0.27 |
| WSMWilliams Sonoma Inc | 加碼歷史 | 64,6062,203 | +62,403+2,832.6% | $716.8 萬$31.9 萬 | +$692.4 萬 | 0.4%<0.1% | +0.36 |
| CACICACI International Inc | 減碼歷史 | 25,12026,279 | −1,159−4.4% | $707.8 萬$791.7 萬 | −$32.7 萬 | 0.4%0.4% | +0.01 |
| DEDeere & Co | 減碼歷史 | 23,60223,835 | −233−1.0% | $706.8 萬$990.2 萬 | −$6.98 萬 | 0.4%0.5% | −0.08 |
| WATWaters Corp | 減碼歷史 | 20,87745,107 | −24,230−53.7% | $691.0 萬$1,400 萬 | −$802.0 萬 | 0.4%0.6% | −0.28 |
| PBFPBF Energy Inc. | 加碼歷史 | 237,202191,756 | +45,446+23.7% | $688.4 萬$467.3 萬 | +$131.9 萬 | 0.4%0.2% | +0.15 |
| MDCSekisui House U.S., Inc. | 減碼歷史 | 211,106261,212 | −50,106−19.2% | $682.1 萬$988.4 萬 | −$161.9 萬 | 0.4%0.5% | −0.10 |
| SNASnap-on Inc | 加碼歷史 | 34,40333,845 | +558+1.6% | $677.8 萬$695.4 萬 | +$11.0 萬 | 0.4%0.3% | +0.04 |
| WMTWalmart Inc. | 減碼歷史 | 55,45858,075 | −2,617−4.5% | $674.3 萬$864.8 萬 | −$31.8 萬 | 0.4%0.4% | −0.04 |
| EPCEdgewell Personal Care Co | 減碼歷史 | 194,433200,739 | −6,306−3.1% | $671.2 萬$736.1 萬 | −$21.8 萬 | 0.4%0.3% | +0.02 |
| JNJJohnson & Johnson | 加碼歷史 | 37,74337,146 | +597+1.6% | $670.0 萬$658.3 萬 | +$10.6 萬 | 0.4%0.3% | +0.05 |
| RSReliance, Inc. | 減碼歷史 | 38,54239,500 | −958−2.4% | $654.7 萬$724.2 萬 | −$16.3 萬 | 0.3%0.3% | +0.01 |
| DBXDropbox, Inc. | 加碼歷史 | 311,803273,225 | +38,578+14.1% | $654.5 萬$635.2 萬 | +$81.0 萬 | 0.3%0.3% | +0.05 |
| NXSTNexstar Media Group, Inc. | 加碼歷史 | 39,89039,647 | +243+0.6% | $649.7 萬$747.3 萬 | +$3.96 萬 | 0.3%0.3% | 0.00 |
| WDAYWorkday, Inc. | 減碼歷史 | 46,22048,201 | −1,981−4.1% | $645.2 萬$1,154 萬 | −$27.7 萬 | 0.3%0.5% | −0.19 |
| TMHCTaylor Morrison Home Corp | 減碼歷史 | 276,001344,335 | −68,334−19.8% | $644.7 萬$937.3 萬 | −$159.6 萬 | 0.3%0.4% | −0.09 |
| CSTMConstellium SE | 新進歷史 | 486,0900 | +486,090 | $642.1 萬$0 | +$642.1 萬 | 0.3%0.0% | +0.34 |
| DKSDick's Sporting Goods, Inc. | 減碼歷史 | 84,65686,081 | −1,425−1.7% | $638.1 萬$861.0 萬 | −$10.7 萬 | 0.3%0.4% | −0.06 |
| EXCExelon Corp | 減碼歷史 | 140,789142,817 | −2,028−1.4% | $638.0 萬$680.2 萬 | −$9.19 萬 | 0.3%0.3% | +0.02 |
| INTCIntel Corp | 減碼歷史 | 167,600178,142 | −10,542−5.9% | $627.0 萬$882.9 萬 | −$39.4 萬 | 0.3%0.4% | −0.08 |
| FAFFirst American Financial Corp | 加碼歷史 | 116,407111,651 | +4,756+4.3% | $616.0 萬$723.7 萬 | +$25.2 萬 | 0.3%0.3% | −0.01 |
| SYFSynchrony Financial | 加碼歷史 | 219,759219,285 | +474+0.2% | $607.0 萬$763.3 萬 | +$1.31 萬 | 0.3%0.4% | −0.03 |
| MMM3M Co | 加碼歷史 | 46,38144,639 | +1,742+3.9% | $600.2 萬$664.6 萬 | +$22.5 萬 | 0.3%0.3% | +0.01 |
| WYWeyerhaeuser Co | 加碼歷史 | 179,418164,581 | +14,837+9.0% | $594.2 萬$623.8 萬 | +$49.1 萬 | 0.3%0.3% | +0.03 |
| MOG.AMoog Inc. | 減碼歷史 | 74,26475,576 | −1,312−1.7% | $589.6 萬$663.6 萬 | −$10.4 萬 | 0.3%0.3% | +0.01 |
| MTDMettler Toledo International Inc | 減碼歷史 | 5,1305,144 | −14−0.3% | $589.3 萬$706.4 萬 | −$1.61 萬 | 0.3%0.3% | −0.01 |
| MFCManulife Financial Corp | 加碼歷史 | 334,180328,037 | +6,143+1.9% | $579.1 萬$700.4 萬 | +$10.6 萬 | 0.3%0.3% | −0.02 |
| PANWPalo Alto Networks Inc | 減碼歷史 | 11,65614,157 | −2,501−17.7% | $575.8 萬$881.3 萬 | −$123.5 萬 | 0.3%0.4% | −0.10 |
| PORPortland General Electric Co | 減碼歷史 | 118,734119,031 | −297−0.2% | $573.8 萬$656.5 萬 | −$1.44 萬 | 0.3%0.3% | 0.00 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。