Birinyi Associates Inc
- SEC CIK
- 0001079738
- 最新申報
- 2026/8/5
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/5 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 61
- 較 2026 年第 1 季 +1
- 總值
- $4.23 億
- 較 2026 年第 1 季 +$5,556 萬 (+15.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 326,510 | $9,448 萬 | 22.3% | −4,369−1.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 140,836 | $5,033 萬 | 11.9% | −2,775−1.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,346 | $3,685 萬 | 8.7% | −669−1.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 139,634 | $3,328 萬 | 7.9% | +996+0.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 43,236 | $2,221 萬 | 5.3% | −1,621−3.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 99,940 | $2,000 萬 | 4.7% | −7,825−7.3% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 102,401 | $1,433 萬 | 3.4% | −1,496−1.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,320 | $1,355 萬 | 3.2% | +1,687+4.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 11,894 | $1,203 萬 | 2.8% | +1,783+17.6% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 61,500 | $1,096 萬 | 2.6% | 00.0% | 不變依 25 比 1 拆股換算 | 歷史 |
| GOOGAlphabet Inc. | Stock | 27,905 | $986.0 萬 | 2.3% | −18−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 21,507 | $812.4 萬 | 1.9% | +106+0.5% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 18,325 | $790.7 萬 | 1.9% | −1,165−6.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 15,133 | $757.2 萬 | 1.8% | −204−1.3% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 11,525 | $602.0 萬 | 1.4% | +40.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,200 | $494.5 萬 | 1.2% | +10.0% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 6 | $449.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 16,856 | $428.1 萬 | 1.0% | −173−1.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,839 | $417.3 萬 | 1.0% | −9,220−38.3% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 10,508 | $417.3 萬 | 1.0% | +10,508 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 11,360 | $384.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 3,310 | $382.1 萬 | 0.9% | −740−18.3% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 8,480 | $367.5 萬 | 0.9% | +1,480+21.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,726 | $351.1 萬 | 0.8% | +30.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 15,600 | $337.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 29,300 | $331.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 3,000 | $319.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 14,844 | $315.8 萬 | 0.7% | −100−0.7% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 26,385 | $269.6 萬 | 0.6% | +20,135+322.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,008 | $162.4 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 446 | $142.5 萬 | 0.3% | −262−37.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,827 | $138.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 40,000 | $136.0 萬 | 0.3% | −2,500−5.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,101 | $132.1 萬 | 0.3% | −90−7.6% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,165 | $129.5 萬 | 0.3% | +10.0% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 12,607 | $116.3 萬 | 0.3% | +1,326+11.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,150 | $107.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,000 | $105.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,550 | $98.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,477 | $85.0 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,450 | $84.2 萬 | 0.2% | −100−6.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,072 | $74.4 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 11,048 | $72.5 萬 | 0.2% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,500 | $63.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,350 | $56.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 1,000 | $56.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 4,690 | $55.2 萬 | 0.1% | +14+0.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,000 | $50.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,510 | $45.4 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 760 | $42.8 萬 | 0.1% | +25+3.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,323 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,000 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,050 | $34.0 萬 | 0.1% | −1,250−37.9% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 41 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,500 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 3,600 | $25.7 萬 | 0.1% | −1,500−29.4% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 915 | $23.4 萬 | 0.1% | +915 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,218 | $23.2 萬 | 0.1% | +6+0.2% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 3,031 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 750 | $22.4 萬 | 0.1% | +750 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,600 | $20.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。