Appleton Partners Inc
- SEC CIK
- 0001055290
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 275
- 較 2026 年第 1 季 +13
- 總值
- $16.3 億
- 較 2026 年第 1 季 +$1.98 億 (+13.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 329,859 | $9,545 萬 | 5.8% | −6,767−2.0% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 80,158 | $9,253 萬 | 5.7% | −22,665−22.0% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 421,782 | $5,985 萬 | 3.7% | +1,375+0.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,863,107 | $5,483 萬 | 3.4% | +16,237+0.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 136,098 | $4,809 萬 | 2.9% | −995−0.7% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 38,422 | $4,514 萬 | 2.8% | −3,492−8.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 116,361 | $4,341 萬 | 2.7% | −3,033−2.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 112,946 | $4,267 萬 | 2.6% | −5,776−4.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 177,012 | $4,219 萬 | 2.6% | −2,498−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 124,463 | $4,074 萬 | 2.5% | −2,127−1.7% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 139,249 | $2,911 萬 | 1.8% | −10,967−7.3% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 546,298 | $2,901 萬 | 1.8% | +26,104+5.0% | 加碼 | – |
| VVisa Inc. | Stock | 79,657 | $2,733 萬 | 1.7% | −620−0.8% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 891,546 | $2,470 萬 | 1.5% | +25,444+2.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 19,717 | $2,365 萬 | 1.4% | +625+3.3% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 449,897 | $2,275 萬 | 1.4% | −5,166−1.1% | 減碼 | – |
| GFSGLOBALFOUNDRIES Inc. | Stock | 272,241 | $2,244 萬 | 1.4% | +3,493+1.3% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 98,216 | $2,229 萬 | 1.4% | +3,110+3.3% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 265,013 | $2,195 萬 | 1.3% | −1,995−0.7% | 減碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 461,827 | $2,111 萬 | 1.3% | +15,617+3.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 34,052 | $1,918 萬 | 1.2% | +100+0.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 93,167 | $1,864 萬 | 1.1% | +7,058+8.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 40,664 | $1,690 萬 | 1.0% | −946−2.3% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 22,183 | $1,681 萬 | 1.0% | −63−0.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 32,382 | $1,620 萬 | 1.0% | +235+0.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 45,047 | $1,610 萬 | 1.0% | −1,514−3.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 506,531 | $1,563 萬 | 1.0% | +58,325+13.0% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 418,124 | $1,511 萬 | 0.9% | −21,010−4.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 266,226 | $1,504 萬 | 0.9% | +7,435+2.9% | 加碼 | – |
| CDNSCadence Design Systems Inc | Stock | 39,379 | $1,478 萬 | 0.9% | +451+1.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 19,653 | $1,468 萬 | 0.9% | −417−2.1% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 75,359 | $1,433 萬 | 0.9% | +1,349+1.8% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 154,397 | $1,387 萬 | 0.9% | −9,098−5.6% | 減碼 | – |
| NFLXNetflix Inc | Stock | 192,935 | $1,378 萬 | 0.8% | +1,740+0.9% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 102,328 | $1,260 萬 | 0.8% | +2,721+2.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 365,813 | $1,224 萬 | 0.8% | +24,998+7.3% | 加碼 | – |
| BXBlackstone Inc. | COM | 103,558 | $1,219 萬 | 0.7% | +1,551+1.5% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 126,064 | $1,212 萬 | 0.7% | +3,299+2.7% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 35,179 | $1,211 萬 | 0.7% | +688+2.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 33,556 | $1,184 萬 | 0.7% | −2,864−7.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 45,874 | $1,165 萬 | 0.7% | −708−1.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 33,733 | $1,150 萬 | 0.7% | −1,627−4.6% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 64,020 | $1,141 萬 | 0.7% | +3,420+5.6% | 加碼依 25 比 1 拆股換算 | 歷史 |
| SOLVSolventum Corp | Stock | 147,817 | $1,140 萬 | 0.7% | +6,128+4.3% | 加碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 651,107 | $1,125 萬 | 0.7% | +1,842+0.3% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 37,503 | $1,106 萬 | 0.7% | +1,358+3.8% | 加碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 32,222 | $1,100 萬 | 0.7% | +297+0.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 413,999 | $1,057 萬 | 0.6% | +32,153+8.4% | 加碼 | – |
| SYKStryker Corp | Stock | 33,267 | $1,047 萬 | 0.6% | +2,680+8.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 54,777 | $1,043 萬 | 0.6% | −2,281−4.0% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 22,607 | $920.7 萬 | 0.6% | −285−1.2% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 54,277 | $904.7 萬 | 0.6% | +2,414+4.7% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 41,740 | $889.4 萬 | 0.5% | −1,705−3.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 91,189 | $877.7 萬 | 0.5% | −967−1.0% | 減碼 | 歷史 |
| Fidelity Covington Trust316092527 | SML MID MLTFCT | 166,023 | $877.4 萬 | 0.5% | +166,023 | 新進 | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 117,484 | $861.6 萬 | 0.5% | +117,484 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 9,181 | $858.9 萬 | 0.5% | −232−2.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 34,054 | $856.9 萬 | 0.5% | −866−2.5% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 153,964 | $779.1 萬 | 0.5% | +10,115+7.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 52,716 | $773.0 萬 | 0.5% | −7,790−12.9% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 42,860 | $769.5 萬 | 0.5% | −2,313−5.1% | 減碼 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 149,089 | $743.4 萬 | 0.5% | +4,704+3.3% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 14,636 | $672.0 萬 | 0.4% | +406+2.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 58,907 | $667.2 萬 | 0.4% | −3,165−5.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 66,962 | $664.8 萬 | 0.4% | +2,905+4.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 43,849 | $664.3 萬 | 0.4% | −867−1.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 45,024 | $609.6 萬 | 0.4% | −934−2.0% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 23,739 | $606.4 萬 | 0.4% | −7,006−22.8% | 減碼 | 歷史 |
| Constellation Software Inc21037X100 | COM | 3,159 | $596.4 萬 | 0.4% | +883+38.8% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 11,519 | $577.5 萬 | 0.4% | −2,164−15.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 111,463 | $568.5 萬 | 0.3% | −14,105−11.2% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 128,718 | $559.9 萬 | 0.3% | −310.0% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 233,742 | $553.5 萬 | 0.3% | +4,545+2.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 120,402 | $545.9 萬 | 0.3% | −8,752−6.8% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 17,750 | $533.3 萬 | 0.3% | −470−2.6% | 減碼 | – |
| ADSKAutodesk, Inc. | COM | 26,947 | $523.9 萬 | 0.3% | −845−3.0% | 減碼 | 歷史 |
| Mitsubishi Heavy Ind ADR606793404 | SA | 461,847 | $520.9 萬 | 0.3% | +461,847 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 5,090 | $514.8 萬 | 0.3% | −45−0.9% | 減碼 | 歷史 |
| TERTeradyne, Inc | Stock | 10,342 | $500.4 萬 | 0.3% | +10,342 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 260,298 | $465.4 萬 | 0.3% | +25,028+10.6% | 加碼 | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 43,494 | $456.4 萬 | 0.3% | −500−1.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 23,910 | $455.5 萬 | 0.3% | +427+1.8% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 16,532 | $446.9 萬 | 0.3% | −298−1.8% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 20,823 | $441.3 萬 | 0.3% | −302−1.4% | 減碼 | 歷史 |
| HSYHershey Co | COM | 24,385 | $427.8 萬 | 0.3% | +701+3.0% | 加碼 | 歷史 |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 175,603 | $422.9 萬 | 0.3% | −3,646−2.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,616 | $420.5 萬 | 0.3% | +408+7.8% | 加碼 | – |
| LVMH Moet Hennessy Louis Vuitt502441306 | COM | 36,795 | $407.3 萬 | 0.2% | −1,701−4.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 28,815 | $394.0 萬 | 0.2% | −1,403−4.6% | 減碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 155,989 | $365.6 萬 | 0.2% | +10,849+7.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 169,946 | $346.2 萬 | 0.2% | +8,451+5.2% | 加碼 | – |
| CMECME Group Inc. | COM | 15,093 | $333.3 萬 | 0.2% | −1,029−6.4% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 30,408 | $325.4 萬 | 0.2% | −2,885−8.7% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 19,185 | $313.8 萬 | 0.2% | −636−3.2% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 29,467 | $306.1 萬 | 0.2% | −872−2.9% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 10,288 | $301.6 萬 | 0.2% | −198−1.9% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 14,678 | $294.5 萬 | 0.2% | −9−0.1% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 14,340 | $289.1 萬 | 0.2% | −605−4.0% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 40,186 | $286.3 萬 | 0.2% | +487+1.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 20,152 | $250.3 萬 | 0.2% | −72,427−78.2% | 減碼 | – |
2026 年第 1 季之後清倉（10 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 15,459 | $349.4 萬 | 0.2% | 歷史 |
| NKENIKE, Inc. | Stock | 32,804 | $173.3 萬 | 0.1% | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 15,655 | $39.3 萬 | <0.1% | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,099 | $29.9 萬 | <0.1% | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,844 | $24.3 萬 | <0.1% | – |
| YUMCYum China Holdings, Inc. | COM | 4,810 | $23.5 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 8,052 | $22.6 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 954 | $22.5 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 2,863 | $20.9 萬 | <0.1% | – |
| MRVLMarvell Technology, Inc. | COM | 2,033 | $20.1 萬 | <0.1% | 歷史 |