Appleton Partners Inc
- SEC CIK
- 0001055290
- 最新申報
- 2026/7/21
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 251
- 較 2025 年第 1 季 +8
- 總值
- $14.1 億
- 較 2025 年第 1 季 +$1.19 億 (+9.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 349,357 | $7,168 萬 | 5.1% | −5,027−1.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 118,307 | $5,885 萬 | 4.2% | −4,009−3.3% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 429,334 | $5,211 萬 | 3.7% | −5,042−1.2% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,864,340 | $4,556 萬 | 3.2% | −34,387−1.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 180,847 | $3,968 萬 | 2.8% | −4,559−2.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 129,067 | $3,742 萬 | 2.6% | −10,159−7.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 135,361 | $3,731 萬 | 2.6% | −16,592−10.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 84,510 | $3,001 萬 | 2.1% | −2,459−2.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 154,711 | $2,744 萬 | 1.9% | +451+0.3% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 47,967 | $2,538 萬 | 1.8% | −1,206−2.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 32,606 | $2,407 萬 | 1.7% | +697+2.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 63,979 | $2,346 萬 | 1.7% | −108−0.2% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 460,530 | $2,334 萬 | 1.7% | −21,703−4.5% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 272,588 | $2,312 萬 | 1.6% | −429−0.2% | 減碼 | – |
| NFLXNetflix Inc | Stock | 16,926 | $2,267 萬 | 1.6% | −693−3.9% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 154,906 | $2,182 萬 | 1.5% | +168+0.1% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 858,567 | $1,897 萬 | 1.3% | +3,206+0.4% | 加碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 96,884 | $1,778 萬 | 1.3% | +600+0.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 22,080 | $1,739 萬 | 1.2% | −1,816−7.6% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 434,855 | $1,725 萬 | 1.2% | +797+0.2% | 加碼 | – |
| MUMicron Technology Inc | Stock | 138,009 | $1,701 萬 | 1.2% | −16,918−10.9% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 263,714 | $1,583 萬 | 1.1% | +2,462+0.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 32,454 | $1,577 萬 | 1.1% | +6,235+23.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 50,378 | $1,572 萬 | 1.1% | +13,458+36.5% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 48,290 | $1,546 萬 | 1.1% | −182−0.4% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 260,440 | $1,481 萬 | 1.0% | +412+0.2% | 加碼 | – |
| BXBlackstone Inc. | COM | 97,463 | $1,458 萬 | 1.0% | +323+0.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 34,512 | $1,399 萬 | 1.0% | −1,365−3.8% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 89,430 | $1,375 萬 | 1.0% | +7,800+9.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 441,986 | $1,363 萬 | 1.0% | −27,613−5.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 85,267 | $1,347 萬 | 1.0% | +1,232+1.5% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 42,724 | $1,331 萬 | 0.9% | −1,413−3.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,169 | $1,308 萬 | 0.9% | −645−3.0% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 22,655 | $1,284 萬 | 0.9% | +79+0.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 80,909 | $1,262 萬 | 0.9% | −2,189−2.6% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 2,178 | $1,261 萬 | 0.9% | −94−4.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 163,057 | $1,232 萬 | 0.9% | +15,129+10.2% | 加碼 | – |
| SHWSherwin Williams Co | COM | 34,439 | $1,183 萬 | 0.8% | −20−0.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 29,509 | $1,168 萬 | 0.8% | +382+1.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 11,321 | $1,164 萬 | 0.8% | +10,083+814.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 93,828 | $1,164 萬 | 0.8% | −4,215−4.3% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 206,791 | $1,161 萬 | 0.8% | +475+0.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 56,755 | $1,121 萬 | 0.8% | −2,101−3.6% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 441,378 | $1,117 萬 | 0.8% | −7,219−1.6% | 減碼 | – |
| CWCurtiss Wright Corp | Stock | 22,743 | $1,111 萬 | 0.8% | −1,366−5.7% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 43,406 | $1,070 萬 | 0.8% | −2,725−5.9% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 21,391 | $1,070 萬 | 0.8% | +535+2.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,438 | $1,033 萬 | 0.7% | −440−4.0% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 133,186 | $1,031 萬 | 0.7% | −18,079−12.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 63,704 | $1,015 萬 | 0.7% | −2,412−3.6% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 12,924 | $991.7 萬 | 0.7% | +12,924 | 新進 | 歷史 |
| VMCVulcan Materials CO | COM | 36,422 | $950.0 萬 | 0.7% | −173−0.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 281,200 | $944.3 萬 | 0.7% | +6,027+2.2% | 加碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 73,894 | $934.8 萬 | 0.7% | −4,488−5.7% | 減碼 | – |
| WCNWaste Connections, Inc. | COM | 49,805 | $930.0 萬 | 0.7% | +419+0.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 88,477 | $917.5 萬 | 0.6% | +790+0.9% | 加碼 | – |
| Constellation Software Inc21037X100 | COM | 2,473 | $907.5 萬 | 0.6% | −25−1.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 51,486 | $907.3 萬 | 0.6% | −3,036−5.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 182,143 | $828.5 萬 | 0.6% | −150−0.1% | 減碼 | – |
| EVREvercore Inc. | CLASS A | 30,380 | $820.3 萬 | 0.6% | −4,597−13.1% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 38,218 | $782.1 萬 | 0.6% | −789−2.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 304,336 | $779.1 萬 | 0.6% | +12,532+4.3% | 加碼 | – |
| ADSKAutodesk, Inc. | COM | 25,038 | $775.1 萬 | 0.5% | +196+0.8% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 120,265 | $753.3 萬 | 0.5% | −1,623−1.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 39,742 | $737.7 萬 | 0.5% | +2,010+5.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 15,570 | $721.1 萬 | 0.5% | −346−2.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 46,980 | $717.6 萬 | 0.5% | −1,065−2.2% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 126,629 | $646.9 萬 | 0.5% | +3,640+3.0% | 加碼 | – |
| WMTWalmart Inc. | Stock | 65,824 | $643.6 萬 | 0.5% | −2,723−4.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 48,518 | $640.6 萬 | 0.5% | −2,541−5.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 48,347 | $597.0 萬 | 0.4% | −2,124−4.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 113,012 | $575.5 萬 | 0.4% | −9,130−7.5% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 17,696 | $517.0 萬 | 0.4% | −1,092−5.8% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 21,647 | $478.4 萬 | 0.3% | −987−4.4% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 58,493 | $477.7 萬 | 0.3% | −450−0.8% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 125,720 | $471.6 萬 | 0.3% | −1,073−0.8% | 減碼 | – |
| CMECME Group Inc. | COM | 16,032 | $441.9 萬 | 0.3% | −238−1.5% | 減碼 | 歷史 |
| LVMH Moet Hennessy Louis Vuitt502441306 | COM | 41,793 | $439.1 萬 | 0.3% | −3,404−7.5% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 207,261 | $438.6 萬 | 0.3% | +990+0.5% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 18,905 | $408.0 萬 | 0.3% | −480−2.5% | 減碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 214,421 | $403.8 萬 | 0.3% | −13,008−5.7% | 減碼 | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 46,680 | $403.2 萬 | 0.3% | −1,240−2.6% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 5,448 | $385.6 萬 | 0.3% | −95−1.7% | 減碼 | 歷史 |
| HSYHershey Co | COM | 22,969 | $381.2 萬 | 0.3% | −140−0.6% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 17,212 | $366.2 萬 | 0.3% | +17,212 | 新進 | 歷史 |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 171,902 | $360.8 萬 | 0.3% | +2,657+1.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 4,625 | $360.5 萬 | 0.3% | −62−1.3% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 15,462 | $344.6 萬 | 0.2% | −540−3.4% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 19,146 | $343.9 萬 | 0.2% | +11,092+137.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 31,334 | $337.8 萬 | 0.2% | −1,544−4.7% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,402 | $335.4 萬 | 0.2% | +440+8.9% | 加碼 | – |
| CRHCRH Public Ltd Co | ORD | 36,521 | $335.3 萬 | 0.2% | −2,297−5.9% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,176 | $308.3 萬 | 0.2% | −25−0.2% | 減碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 12,645 | $307.3 萬 | 0.2% | −693−5.2% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 54,168 | $305.6 萬 | 0.2% | +1,120+2.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 145,866 | $305.2 萬 | 0.2% | +125+0.1% | 加碼 | – |
| Nintendo Ltd ADR654445303 | ADR | 126,442 | $303.7 萬 | 0.2% | −4,302−3.3% | 減碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 126,845 | $301.9 萬 | 0.2% | +1,857+1.5% | 加碼 | – |
| WSOWatsco Inc | COM | 6,717 | $296.6 萬 | 0.2% | −85−1.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 32,802 | $285.9 萬 | 0.2% | −2,092−6.0% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DFSDiscover Financial Services | COM | 17,064 | $291.3 萬 | 0.2% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,228 | $86.8 萬 | 0.1% | – |
| BDXBecton Dickinson & Co | Stock | 1,000 | $22.9 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,920 | $21.1 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 12,226 | $17.5 萬 | <0.1% | – |