Appleton Partners Inc
- SEC CIK
- 0001055290
- 最新申報
- 2026/7/21
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/10 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 295
- 較 2022 年第 4 季 0
- 總值
- $11.2 億
- 較 2022 年第 4 季 +$6,863 萬 (+6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 459,625 | $7,579 萬 | 6.7% | −7,010−1.5% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,319,269 | $6,639 萬 | 5.9% | +258,791+24.4% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 478,494 | $3,886 萬 | 3.5% | −3,990−0.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 131,309 | $3,786 萬 | 3.4% | +2,235+1.7% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 652,164 | $3,155 萬 | 2.8% | −6,316−1.0% | 減碼 | – |
| VVisa Inc. | Stock | 114,572 | $2,583 萬 | 2.3% | −574−0.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 43,722 | $2,520 萬 | 2.2% | −1,436−3.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 80,303 | $2,370 萬 | 2.1% | −411−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 174,384 | $2,272 萬 | 2.0% | +136+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 207,561 | $2,144 萬 | 1.9% | −2,807−1.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 159,811 | $1,662 萬 | 1.5% | +147+0.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 34,490 | $1,631 萬 | 1.5% | +750+2.2% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 90,883 | $1,513 萬 | 1.3% | −272−0.3% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 180,934 | $1,499 萬 | 1.3% | +4,630+2.6% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 410,088 | $1,427 萬 | 1.3% | −1,462−0.4% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 30,027 | $1,419 萬 | 1.3% | −218−0.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 31,760 | $1,416 萬 | 1.3% | −102−0.3% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 434,638 | $1,339 萬 | 1.2% | +3,503+0.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 253,526 | $1,288 萬 | 1.1% | +675+0.3% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 61,853 | $1,264 萬 | 1.1% | −905−1.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 19,338 | $1,241 萬 | 1.1% | −244−1.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 140,299 | $1,232 萬 | 1.1% | +35,209+33.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 67,216 | $1,225 萬 | 1.1% | +681+1.0% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 116,071 | $1,211 萬 | 1.1% | +695+0.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 77,503 | $1,152 萬 | 1.0% | +2,395+3.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,347 | $1,120 萬 | 1.0% | −874−3.1% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 207,036 | $1,010 萬 | 0.9% | +5,953+3.0% | 加碼 | – |
| BACBank of America Corp | Stock | 342,992 | $981.0 萬 | 0.9% | +950.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19,360 | $962.0 萬 | 0.9% | −3,676−16.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 60,453 | $937.0 萬 | 0.8% | +859+1.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 94,321 | $923.7 萬 | 0.8% | −4,622−4.7% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 39,581 | $889.7 萬 | 0.8% | −319−0.8% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 63,068 | $852.8 萬 | 0.8% | −1,447−2.2% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 18,955 | $835.3 萬 | 0.7% | +122+0.6% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 43,299 | $828.4 萬 | 0.7% | +4,529+11.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 41,434 | $827.6 萬 | 0.7% | −2,293−5.2% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 62,354 | $805.4 萬 | 0.7% | +4,803+8.3% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 188,990 | $792.4 萬 | 0.7% | −987−0.5% | 減碼 | – |
| EQIXEquinix Inc | COM | 10,748 | $775.0 萬 | 0.7% | +289+2.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 69,992 | $726.0 萬 | 0.6% | −250.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 84,408 | $724.2 萬 | 0.6% | −621−0.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 45,110 | $718.9 萬 | 0.6% | +497+1.1% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 28,937 | $713.2 萬 | 0.6% | +378+1.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 70,405 | $705.0 萬 | 0.6% | +40.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 64,446 | $685.6 萬 | 0.6% | +8,790+15.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 24,095 | $673.7 萬 | 0.6% | +951+4.1% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 68,590 | $670.1 萬 | 0.6% | −548−0.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 166,302 | $662.9 萬 | 0.6% | −796−0.5% | 減碼 | – |
| SYKStryker Corp | Stock | 23,000 | $656.6 萬 | 0.6% | +1,280+5.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 196,933 | $639.8 萬 | 0.6% | +4,016+2.1% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 207,046 | $630.0 萬 | 0.6% | +950+0.5% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 27,277 | $616.2 萬 | 0.5% | +181+0.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 235,319 | $606.9 萬 | 0.5% | +5,469+2.4% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 77,079 | $604.0 萬 | 0.5% | −908−1.2% | 減碼 | 歷史 |
| LVMH Moet Hennessy Louis Vuitt502441306 | COM | 31,675 | $582.0 萬 | 0.5% | +861+2.8% | 加碼 | – |
| MNSTMonster Beverage Corp | COM | 107,184 | $578.9 萬 | 0.5% | +820+0.8% | 加碼依 2 比 1 拆股換算 | 歷史 |
| AMGNAmgen Inc | Stock | 23,283 | $562.9 萬 | 0.5% | −765−3.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 50,964 | $558.9 萬 | 0.5% | +3,220+6.7% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 32,574 | $558.8 萬 | 0.5% | +140+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 17,971 | $554.9 萬 | 0.5% | +436+2.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 56,615 | $526.6 萬 | 0.5% | −2,366−4.0% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 103,468 | $506.5 萬 | 0.5% | +1,865+1.8% | 加碼 | – |
| ACNAccenture plc | Stock | 17,546 | $501.5 萬 | 0.4% | −226−1.3% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 26,309 | $469.4 萬 | 0.4% | +18+0.1% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 9,972 | $460.4 萬 | 0.4% | +519+5.5% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 11,892 | $458.3 萬 | 0.4% | −4,715−28.4% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 55,470 | $447.2 萬 | 0.4% | −5,581−9.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 42,708 | $444.7 萬 | 0.4% | +5,213+13.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 102,059 | $436.3 萬 | 0.4% | +8,321+8.9% | 加碼 | – |
| WCNWaste Connections, Inc. | COM | 29,210 | $406.2 萬 | 0.4% | +2,470+9.2% | 加碼 | 歷史 |
| HSYHershey Co | COM | 15,404 | $391.9 萬 | 0.3% | +2,425+18.7% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 12,002 | $381.9 萬 | 0.3% | −1,241−9.4% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 2,222 | $379.6 萬 | 0.3% | +122+5.8% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,419 | $376.4 萬 | 0.3% | +642+82.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 141,164 | $375.9 萬 | 0.3% | −1,826−1.3% | 減碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 25,175 | $369.0 萬 | 0.3% | −4,774−15.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 11,103 | $363.2 萬 | 0.3% | −521−4.5% | 減碼 | 歷史 |
| Global X FDS37954Y392 | VDEO GAM ESPRT | 177,060 | $360.1 萬 | 0.3% | +18,462+11.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 67,711 | $354.0 萬 | 0.3% | +240+0.4% | 加碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 175,863 | $349.3 萬 | 0.3% | +37,310+26.9% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 175,999 | $343.2 萬 | 0.3% | +2,130+1.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 61,730 | $337.0 萬 | 0.3% | +7,817+14.5% | 加碼 | – |
| CMECME Group Inc. | COM | 17,435 | $333.9 萬 | 0.3% | +1,120+6.9% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 16,574 | $329.6 萬 | 0.3% | +538+3.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 22,320 | $329.1 萬 | 0.3% | +37+0.2% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 46,905 | $317.5 萬 | 0.3% | +1,057+2.3% | 加碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 24,787 | $316.3 萬 | 0.3% | −241−1.0% | 減碼 | – |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 65,094 | $311.3 萬 | 0.3% | −2,085−3.1% | 減碼 | – |
| BNBROOKFIELD Corp | CL A LTD VT SH | 89,048 | $290.2 萬 | 0.3% | −25,105−22.0% | 減碼 | 歷史 |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 136,445 | $289.9 萬 | 0.3% | +5,019+3.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 131,290 | $273.1 萬 | 0.2% | +679+0.5% | 加碼 | – |
| VRSNVerisign Inc | COM | 12,493 | $264.0 萬 | 0.2% | −33−0.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 67,690 | $263.2 萬 | 0.2% | +458+0.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 57,890 | $261.5 萬 | 0.2% | −130−0.2% | 減碼 | – |
| SPDR Index Shs FDS78463X426 | MSCI EMRG MKTS | 46,691 | $259.6 萬 | 0.2% | −2,611−5.3% | 減碼 | – |
| BXBlackstone Inc. | COM | 28,867 | $253.6 萬 | 0.2% | +4,019+16.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 130,058 | $250.4 萬 | 0.2% | +12,063+10.2% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 23,757 | $248.7 萬 | 0.2% | −741−3.0% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 31,845 | $245.0 萬 | 0.2% | +3,605+12.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 9,688 | $244.2 萬 | 0.2% | −8,198−45.8% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（16 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AREAlexandria Real Estate Equities, Inc. | COM | 20,663 | $301.0 萬 | 0.3% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 22,546 | $187.7 萬 | 0.2% | 歷史 |
| SIVBSVB Financial Group | COM | 5,751 | $132.4 萬 | 0.1% | 歷史 |
| LAMRLamar Advertising Co | REIT | 13,964 | $131.8 萬 | 0.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 2,592 | $66.5 萬 | 0.1% | 歷史 |
| CCitigroup Inc | Stock | 8,233 | $37.2 萬 | <0.1% | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,065 | $33.2 萬 | <0.1% | 歷史 |
| FHIFederated Hermes, Inc. | CL B | 8,450 | $30.7 萬 | <0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 5,876 | $29.9 萬 | <0.1% | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,310 | $28.9 萬 | <0.1% | – |
| DDDuPont de Nemours, Inc. | COM | 3,576 | $24.5 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,282 | $22.3 萬 | <0.1% | 歷史 |
| EBAYeBay Inc | COM | 5,360 | $22.2 萬 | <0.1% | 歷史 |
| Schwab Target 2035808509244 | SCHWAB MUTL FUNDS | 15,610 | $21.7 萬 | <0.1% | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,348 | $21.3 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 401 | $20.6 萬 | <0.1% | 歷史 |