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 |
|---|---|---|---|---|---|---|---|
| iShares MSCI Eafe ETF464287465 | ETF | 31,546 | $282.0 萬 | 0.2% | −405−1.3% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 9,715 | $274.0 萬 | 0.2% | +9,715 | 新進 | 歷史 |
| TELTE Connectivity plc | Stock | 16,215 | $273.5 萬 | 0.2% | +124+0.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 7,949 | $245.2 萬 | 0.2% | −190−2.3% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 43,909 | $230.9 萬 | 0.2% | +1,840+4.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 39,164 | $223.3 萬 | 0.2% | −441−1.1% | 減碼 | – |
| SYYSysco Corp | Stock | 29,476 | $223.2 萬 | 0.2% | −1,532−4.9% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 73,831 | $215.7 萬 | 0.2% | −1,065−1.4% | 減碼 | – |
| EQIXEquinix Inc | COM | 2,669 | $212.3 萬 | 0.2% | −92−3.3% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 22,782 | $209.5 萬 | 0.1% | −260−1.1% | 減碼 | – |
| BACBank of America Corp | Stock | 41,229 | $195.1 萬 | 0.1% | −3,155−7.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 14,087 | $191.6 萬 | 0.1% | −347−2.4% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 26,192 | $179.7 萬 | 0.1% | −2,769−9.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,201 | $173.5 萬 | 0.1% | −33−0.5% | 減碼 | – |
| AMGNAmgen Inc | Stock | 6,171 | $172.3 萬 | 0.1% | −398−6.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 20,880 | $144.9 萬 | 0.1% | +1,444+7.4% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 20,850 | $140.2 萬 | 0.1% | −894−4.1% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,095 | $139.0 萬 | 0.1% | −300−12.5% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 3,524 | $136.3 萬 | 0.1% | −109−3.0% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 27,516 | $136.1 萬 | 0.1% | +7,177+35.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,113 | $132.2 萬 | 0.1% | −25−0.8% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,615 | $131.7 萬 | 0.1% | −297−6.0% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 12,066 | $131.0 萬 | 0.1% | +84+0.7% | 加碼 | – |
| VRSNVerisign Inc | COM | 4,460 | $128.8 萬 | 0.1% | −50−1.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,320 | $128.0 萬 | 0.1% | −346−13.0% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,172 | $126.6 萬 | 0.1% | −66−0.3% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,416 | $126.2 萬 | 0.1% | −5−0.1% | 減碼 | – |
| APHAmphenol Corp | CL A | 12,470 | $123.1 萬 | 0.1% | −1,024−7.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,031 | $122.5 萬 | 0.1% | +22+0.5% | 加碼 | – |
| CMCSAComcast Corp | Stock | 33,832 | $120.7 萬 | 0.1% | +27,780+459.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 9,553 | $120.2 萬 | 0.1% | −859−8.3% | 減碼 | – |
| NKENIKE, Inc. | Stock | 16,195 | $115.0 萬 | 0.1% | +12,802+377.3% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 24,320 | $112.4 萬 | 0.1% | −1,112−4.4% | 減碼 | – |
| KOCoca Cola Co | Stock | 15,434 | $109.2 萬 | 0.1% | +75+0.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,195 | $108.0 萬 | 0.1% | −74−1.7% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,384 | $103.2 萬 | 0.1% | +520+18.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,656 | $101.8 萬 | 0.1% | −795−14.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,160 | $100.2 萬 | 0.1% | −467−2.8% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,277 | $96.6 萬 | 0.1% | −228−6.5% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 11,018 | $88.3 萬 | 0.1% | −90−0.8% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 17,946 | $86.6 萬 | 0.1% | −200−1.1% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,226 | $86.3 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X426 | MSCI EMRG MKTS | 13,437 | $84.7 萬 | 0.1% | −1,225−8.4% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 6,184 | $82.1 萬 | 0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,440 | $81.6 萬 | 0.1% | −501−25.8% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,975 | $81.1 萬 | 0.1% | −110−1.8% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,808 | $80.5 萬 | 0.1% | +15+0.8% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,809 | $79.1 萬 | 0.1% | +305+20.3% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3,772 | $79.0 萬 | 0.1% | −50−1.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,737 | $77.6 萬 | 0.1% | −968−20.6% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 31,450 | $77.2 萬 | 0.1% | −1,812−5.4% | 減碼 | – |
| CBChubb Ltd | Stock | 2,634 | $76.3 萬 | 0.1% | −25−0.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,307 | $74.2 萬 | 0.1% | +169+14.9% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 10,827 | $73.0 萬 | 0.1% | −408−3.6% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $72.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,214 | $71.3 萬 | 0.1% | +47+1.5% | 加碼 | 歷史 |
| MMM3M Co | Stock | 4,656 | $70.9 萬 | 0.1% | +300+6.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,961 | $68.1 萬 | <0.1% | −388−11.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,303 | $67.6 萬 | <0.1% | −100−2.9% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 10,670 | $66.5 萬 | <0.1% | −137−1.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,687 | $65.5 萬 | <0.1% | −81−4.6% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,319 | $64.4 萬 | <0.1% | −50−0.2% | 減碼 | – |
| ACNAccenture plc | Stock | 2,151 | $64.3 萬 | <0.1% | −193−8.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,355 | $64.2 萬 | <0.1% | +59+2.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,869 | $62.3 萬 | <0.1% | −525−6.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,172 | $60.9 萬 | <0.1% | −302−6.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,632 | $60.2 萬 | <0.1% | −190−6.7% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 18,226 | $59.5 萬 | <0.1% | −258−1.4% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 14,836 | $59.4 萬 | <0.1% | +1,627+12.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 4,370 | $58.7 萬 | <0.1% | +233+5.6% | 加碼 | – |
| BNLBroadstone Net Lease, Inc. | COM | 36,577 | $58.7 萬 | <0.1% | +36,577 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,324 | $58.0 萬 | <0.1% | −11−0.8% | 減碼 | – |
| YUMYum Brands Inc | Stock | 3,895 | $57.7 萬 | <0.1% | −220−5.3% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,289 | $56.8 萬 | <0.1% | −1,143−47.0% | 減碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 6,635 | $55.8 萬 | <0.1% | −90−1.3% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,725 | $54.5 萬 | <0.1% | +2,817+72.1% | 加碼 | – |
| CICigna Group | Stock | 1,560 | $51.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 4,863 | $51.3 萬 | <0.1% | −100−2.0% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,133 | $51.2 萬 | <0.1% | +715+13.2% | 加碼 | – |
| TAT&T Inc. | Stock | 17,694 | $51.2 萬 | <0.1% | −229−1.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,151 | $51.0 萬 | <0.1% | +209+10.8% | 加碼 | – |
| SAMGSilvercrest Asset Management Group Inc. | CL A | 31,650 | $50.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 9,497 | $50.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 4,530 | $49.7 萬 | <0.1% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 926 | $47.1 萬 | <0.1% | −222−19.3% | 減碼 | 歷史 |
| Global X FDS37954Y392 | VDEO GAM ESPRT | 14,402 | $47.1 萬 | <0.1% | −303−2.1% | 減碼 | – |
| HONHoneywell International Inc | COM | 2,018 | $47.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,169 | $45.6 萬 | <0.1% | −131−3.0% | 減碼 | – |
| TRVTravelers Companies, Inc. | Stock | 1,682 | $45.0 萬 | <0.1% | −94−5.3% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,768 | $43.7 萬 | <0.1% | +313+21.5% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 3,244 | $43.6 萬 | <0.1% | −100−3.0% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 4,953 | $43.5 萬 | <0.1% | −35−0.7% | 減碼 | – |
| DRIDarden Restaurants Inc | COM | 1,986 | $43.3 萬 | <0.1% | −95−4.6% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,190 | $42.8 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,575 | $42.4 萬 | <0.1% | −25−0.7% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 4,544 | $41.6 萬 | <0.1% | −5−0.1% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,590 | $40.9 萬 | <0.1% | −175−6.3% | 減碼 | – |
| INTCIntel Corp | Stock | 17,944 | $40.2 萬 | <0.1% | −921−4.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,268 | $40.1 萬 | <0.1% | +74+0.8% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,456 | $39.8 萬 | <0.1% | −50−1.1% | 減碼 | – |
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% | – |