Appleton Partners Inc
- SEC CIK
- 0001055290
- 最新申報
- 2026/7/21
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/8 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 293
- 較 2022 年第 1 季 −9
- 總值
- $10.6 億
- 較 2022 年第 1 季 −$1.66 億 (−13.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 480,773 | $6,573 萬 | 6.2% | +872+0.2% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 979,226 | $4,905 萬 | 4.6% | +291,904+42.5% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 482,625 | $3,617 萬 | 3.4% | +5,122+1.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 126,428 | $3,247 萬 | 3.1% | +4,009+3.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 639,518 | $2,856 萬 | 2.7% | +16,311+2.6% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 47,132 | $2,561 萬 | 2.4% | −210.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 217,169 | $2,307 萬 | 2.2% | +8,909+4.3% | 加碼依 20 比 1 拆股換算 | 歷史 |
| HDHome Depot, Inc. | Stock | 84,038 | $2,305 萬 | 2.2% | −419−0.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 116,624 | $2,296 萬 | 2.2% | +144+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 178,318 | $2,008 萬 | 1.9% | +1,767+1.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,148 | $1,782 萬 | 1.7% | +189+2.4% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 95,782 | $1,646 萬 | 1.6% | −330.0% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 62,962 | $1,609 萬 | 1.5% | +694+1.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 28,183 | $1,448 萬 | 1.4% | +337+1.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 31,200 | $1,342 萬 | 1.3% | +143+0.5% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 33,294 | $1,283 萬 | 1.2% | −420−1.2% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 407,010 | $1,280 萬 | 1.2% | +3,682+0.9% | 加碼 | – |
| BACBank of America Corp | Stock | 406,631 | $1,266 萬 | 1.2% | +540+0.1% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 450,873 | $1,252 萬 | 1.2% | +3,722+0.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 240,204 | $1,217 萬 | 1.2% | +20,339+9.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 24,195 | $1,160 萬 | 1.1% | −372−1.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,644 | $1,156 萬 | 1.1% | −616−2.0% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 160,910 | $1,151 萬 | 1.1% | +26,992+20.2% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 67,058 | $1,118 萬 | 1.1% | −639−0.9% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 117,662 | $1,107 萬 | 1.0% | +2,842+2.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 114,219 | $1,098 萬 | 1.0% | +3,313+3.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 75,148 | $1,081 萬 | 1.0% | +387+0.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 59,501 | $1,056 萬 | 1.0% | −952−1.6% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 40,434 | $905.4 萬 | 0.9% | −729−1.8% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 179,835 | $882.3 萬 | 0.8% | +6,996+4.0% | 加碼 | – |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 197,947 | $880.3 萬 | 0.8% | +4,507+2.3% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 65,066 | $851.5 萬 | 0.8% | +1,517+2.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 16,940 | $823.0 萬 | 0.8% | +638+3.9% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 107,862 | $820.4 萬 | 0.8% | +2,606+2.5% | 加碼 | 歷史 |
| SIVBSVB Financial Group | COM | 20,135 | $795.3 萬 | 0.8% | +195+1.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,595 | $783.4 萬 | 0.7% | +50+1.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 21,027 | $769.7 萬 | 0.7% | −6,272−23.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 15,482 | $764.7 萬 | 0.7% | −35−0.2% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 29,342 | $747.3 萬 | 0.7% | −768−2.6% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 188,223 | $733.9 萬 | 0.7% | +3,381+1.8% | 加碼 | – |
| DISWalt Disney Co | Stock | 76,238 | $719.7 萬 | 0.7% | −484−0.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 88,377 | $713.3 萬 | 0.7% | +425+0.5% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 45,404 | $695.4 萬 | 0.7% | −506−1.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 76,918 | $690.3 萬 | 0.7% | +242+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 228,350 | $687.6 萬 | 0.7% | −129,129−36.1% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 58,191 | $684.5 萬 | 0.6% | −2,710−4.4% | 減碼 | – |
| ROPRoper Technologies Inc | Stock | 17,311 | $683.2 萬 | 0.6% | −135−0.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 28,025 | $681.8 萬 | 0.6% | +660+2.4% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 79,411 | $649.2 萬 | 0.6% | −1,110−1.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 22,667 | $629.3 萬 | 0.6% | −1,471−6.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 166,734 | $623.9 萬 | 0.6% | +4,149+2.6% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 182,448 | $595.3 萬 | 0.6% | +3,611+2.0% | 加碼 | – |
| EQIXEquinix Inc | COM | 8,820 | $579.5 萬 | 0.5% | +104+1.2% | 加碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 38,045 | $551.8 萬 | 0.5% | +504+1.3% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 83,198 | $550.7 萬 | 0.5% | −13,362−13.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 206,345 | $543.7 萬 | 0.5% | +2,830+1.4% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 21,699 | $535.7 萬 | 0.5% | +528+2.5% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 54,165 | $502.1 萬 | 0.5% | −701−1.3% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 98,627 | $491.3 萬 | 0.5% | +1,572+1.6% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 20,922 | $487.6 萬 | 0.5% | +1,450+7.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 17,730 | $484.1 萬 | 0.5% | +3,023+20.6% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 18,569 | $470.8 萬 | 0.4% | −41−0.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 83,046 | $463.8 萬 | 0.4% | −1,401−1.7% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 31,850 | $452.6 萬 | 0.4% | −944−2.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 26,665 | $451.6 萬 | 0.4% | −376−1.4% | 減碼 | – |
| LVMH Moet Hennessy Louis Vuitt502441306 | COM | 35,426 | $433.0 萬 | 0.4% | +1,016+3.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 50,152 | $429.5 萬 | 0.4% | +3,794+8.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 21,545 | $428.6 萬 | 0.4% | +417+2.0% | 加碼 | 歷史 |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 139,387 | $422.1 萬 | 0.4% | +2,748+2.0% | 加碼 | – |
| WSOWatsco Inc | COM | 16,998 | $405.9 萬 | 0.4% | +702+4.3% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 8,393 | $401.7 萬 | 0.4% | +290+3.6% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 27,952 | $398.5 萬 | 0.4% | −830−2.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 41,871 | $398.2 萬 | 0.4% | −140−0.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 78,383 | $397.8 萬 | 0.4% | −4,367−5.3% | 減碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 13,374 | $393.1 萬 | 0.4% | −97−0.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 151,164 | $389.1 萬 | 0.4% | +2,191+1.5% | 加碼 | – |
| SPDR Index Shs FDS78463X426 | MSCI EMRG MKTS | 68,838 | $388.4 萬 | 0.4% | −2,130−3.0% | 減碼 | – |
| Global X FDS37954Y392 | VDEO GAM ESPRT | 185,566 | $388.0 萬 | 0.4% | +7,172+4.0% | 加碼 | – |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 82,440 | $377.6 萬 | 0.4% | −367−0.4% | 減碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 16,920 | $367.1 萬 | 0.3% | −168−1.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 12,187 | $362.0 萬 | 0.3% | −65−0.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 37,716 | $343.9 萬 | 0.3% | +1,565+4.3% | 加碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 161,583 | $340.8 萬 | 0.3% | +3,685+2.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 212,740 | $330.6 萬 | 0.3% | −101,173−32.2% | 減碼 | – |
| CMECME Group Inc. | COM | 15,766 | $322.7 萬 | 0.3% | −20−0.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 79,548 | $320.1 萬 | 0.3% | +2,700+3.5% | 加碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 26,391 | $315.3 萬 | 0.3% | +4,159+18.7% | 加碼 | – |
| CCICrown Castle Inc. | REIT | 18,328 | $308.6 萬 | 0.3% | −48−0.3% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 43,668 | $306.2 萬 | 0.3% | +2,489+6.0% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 68,261 | $291.1 萬 | 0.3% | +656+1.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 21,815 | $265.2 萬 | 0.3% | −271−1.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 123,755 | $250.9 萬 | 0.2% | +6,413+5.5% | 加碼 | – |
| XYLXylem Inc. | COM | 31,762 | $248.3 萬 | 0.2% | −59,306−65.1% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 19,435 | $240.9 萬 | 0.2% | +940+5.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 57,368 | $234.1 萬 | 0.2% | +1,489+2.7% | 加碼 | – |
| TAT&T Inc. | Stock | 111,409 | $233.5 萬 | 0.2% | +2,804+2.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 32,313 | $225.7 萬 | 0.2% | −2,884−8.2% | 減碼 | 歷史 |
| VRSNVerisign Inc | COM | 13,054 | $218.4 萬 | 0.2% | −559−4.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 20,060 | $218.0 萬 | 0.2% | −204−1.0% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 23,842 | $216.3 萬 | 0.2% | −2,525−9.6% | 減碼 | – |
2022 年第 1 季之後清倉（18 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SHOPShopify Inc. | Stock | 2,227 | $150.5 萬 | 0.1% | 歷史 |
| NUENucor Corp | COM | 1,900 | $28.2 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,390 | $26.1 萬 | <0.1% | 歷史 |
| MTCHMatch Group, Inc. | COM | 2,253 | $24.5 萬 | <0.1% | 歷史 |
| OKTAOkta, Inc. | CL A | 1,612 | $24.3 萬 | <0.1% | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 2,080 | $24.2 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 4,232 | $24.1 萬 | <0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 563 | $23.4 萬 | <0.1% | – |
| Schwab US Tips ETF808524870 | ETF | 3,672 | $22.3 萬 | <0.1% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,429 | $22.2 萬 | <0.1% | – |
| DEODiageo PLC | SPON ADR NEW | 1,080 | $21.9 萬 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 3,725 | $21.8 萬 | <0.1% | 歷史 |
| EVRIEveri Holdings Inc. | COM | 10,325 | $21.7 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,914 | $21.4 萬 | <0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,225 | $21.0 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 425 | $20.9 萬 | <0.1% | 歷史 |
| SHELShell plc | ADR | 3,787 | $20.8 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,276 | $20.1 萬 | <0.1% | – |