Peloton Wealth Strategists
- SEC CIK
- 0001080132
- 最新申報
- 2026/8/10
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/13 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 86
- 較 2022 年第 3 季 −1
- 總值
- $2.08 億
- 較 2022 年第 3 季 +$1,556 萬 (+8.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 15,200 | $837.0 萬 | 4.0% | −110−0.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 20,760 | $721.9 萬 | 3.5% | −600−2.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 43,705 | $706.3 萬 | 3.4% | −1,600−3.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 60,795 | $613.5 萬 | 3.0% | −100−0.2% | 減碼 | 歷史 |
| BOXBox Inc | CL A | 191,975 | $597.6 萬 | 2.9% | −750−0.4% | 減碼 | 歷史 |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 239,200 | $584.1 萬 | 2.8% | −5,000−2.0% | 減碼 | – |
| AMGNAmgen Inc | Stock | 22,067 | $579.6 萬 | 2.8% | −170−0.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 40,561 | $543.9 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 219,800 | $534.6 萬 | 2.6% | −10,700−4.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 21,658 | $519.4 萬 | 2.5% | +170+0.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 29,580 | $514.2 萬 | 2.5% | −250−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 57,615 | $508.3 萬 | 2.4% | +50+0.1% | 加碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 214,550 | $501.0 萬 | 2.4% | −1,000−0.5% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 49,288 | $488.9 萬 | 2.4% | −485−1.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,965 | $475.3 萬 | 2.3% | −96−1.1% | 減碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 197,900 | $462.5 萬 | 2.2% | +17,200+9.5% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 165,000 | $400.8 萬 | 1.9% | +11,000+7.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 22,012 | $397.7 萬 | 1.9% | −450−2.0% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 44,375 | $368.4 萬 | 1.8% | −1,425−3.1% | 減碼 | 歷史 |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 146,700 | $367.2 萬 | 1.8% | −14,000−8.7% | 減碼 | – |
| HONHoneywell International Inc | COM | 16,405 | $351.6 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 3,009 | $349.0 萬 | 1.7% | +3,009 | 新進 | – |
| CMICummins Inc | Stock | 14,325 | $347.1 萬 | 1.7% | −26−0.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 26,125 | $346.4 萬 | 1.7% | +760+3.0% | 加碼 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 83,365 | $344.4 萬 | 1.7% | +4,085+5.2% | 加碼 | 歷史 |
| WRKWestRock Co | COM | 92,375 | $324.8 萬 | 1.6% | −8,700−8.6% | 減碼 | 歷史 |
| iShares Tr46435U150 | IBONDS 23 TRM HG | 134,525 | $315.7 萬 | 1.5% | +26,700+24.8% | 加碼 | – |
| BBYBest Buy Co Inc | Stock | 37,076 | $297.4 萬 | 1.4% | −1,618−4.2% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 17,190 | $293.2 萬 | 1.4% | −68−0.4% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 16,328 | $288.4 萬 | 1.4% | +43+0.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 29,180 | $284.2 萬 | 1.4% | +840+3.0% | 加碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 124,700 | $276.5 萬 | 1.3% | +46,000+58.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 32,590 | $273.8 萬 | 1.3% | +3,440+11.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 56,840 | $270.8 萬 | 1.3% | +150+0.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 32,300 | $251.0 萬 | 1.2% | +400+1.3% | 加碼 | 歷史 |
| STTState Street Corp | COM | 32,000 | $248.2 萬 | 1.2% | −1,900−5.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,777 | $245.6 萬 | 1.2% | +441+6.0% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 1,720 | $238.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 52,825 | $227.3 萬 | 1.1% | −8,100−13.3% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 21,410 | $217.4 萬 | 1.0% | −200−0.9% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 20,490 | $203.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,720 | $203.4 萬 | 1.0% | +96+1.3% | 加碼 | 歷史 |
| SIVBSVB Financial Group | COM | 8,329 | $191.7 萬 | 0.9% | +959+13.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 13,250 | $186.7 萬 | 0.9% | −100−0.7% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 20,220 | $184.3 萬 | 0.9% | +665+3.4% | 加碼 | 歷史 |
| TREXTrex Co Inc | COM | 42,220 | $178.7 萬 | 0.9% | +1,635+4.0% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 27,037 | $152.7 萬 | 0.7% | −680−2.5% | 減碼 | – |
| THOThor Industries Inc | COM | 20,085 | $151.6 萬 | 0.7% | −1,450−6.7% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 16,280 | $150.2 萬 | 0.7% | +2,070+14.6% | 加碼 | 歷史 |
| MASIMasimo Corp | COM | 9,565 | $141.5 萬 | 0.7% | +200+2.1% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 16,646 | $139.2 萬 | 0.7% | −425−2.5% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,454 | $138.5 萬 | 0.7% | −54−0.8% | 減碼 | – |
| RMDResmed Inc | COM | 6,335 | $131.9 萬 | 0.6% | +125+2.0% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 5,868 | $123.8 萬 | 0.6% | −113−1.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 8,010 | $117.4 萬 | 0.6% | −600−7.0% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,630 | $109.7 萬 | 0.5% | −2,500−16.5% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 17,600 | $108.3 萬 | 0.5% | +12,650+255.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 3,970 | $105.9 萬 | 0.5% | +265+7.2% | 加碼 | 歷史 |
| SONOSonos Inc | COM | 61,105 | $103.3 萬 | 0.5% | +1,650+2.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,965 | $101.8 萬 | 0.5% | +345+13.2% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 22,950 | $100.1 萬 | 0.5% | +22,950 | 新進 | 歷史 |
| EXELExelixis, Inc. | COM | 59,975 | $96.2 萬 | 0.5% | +3,000+5.3% | 加碼 | 歷史 |
| iShares Tr46435U697 | IBONDS DEC | 34,200 | $88.1 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 41,000 | $85.3 萬 | 0.4% | +7,500+22.4% | 加碼 | – |
| FDMT4D Molecular Therapeutics, Inc. | COM | 37,000 | $82.2 萬 | 0.4% | −14,000−27.5% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 7,837 | $78.9 萬 | 0.4% | +1,360+21.0% | 加碼 | 歷史 |
| iShares Tr46435U432 | IBONDS DEC 25 | 25,000 | $65.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46435U184 | IBONDS 24 TRM HG | 28,010 | $63.6 萬 | 0.3% | +28,010 | 新進 | – |
| BGSB&G Foods, Inc. | COM | 48,650 | $54.2 萬 | 0.3% | −25,000−33.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 10,418 | $53.4 萬 | 0.3% | −585−5.3% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 6,975 | $52.4 萬 | 0.3% | −350−4.8% | 減碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 1,815 | $50.6 萬 | 0.2% | −725−28.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,060 | $48.4 萬 | 0.2% | +300+39.5% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,325 | $46.5 萬 | 0.2% | −669−6.7% | 減碼 | – |
| iShares Tr46435G318 | IBONDS DEC2023 | 18,200 | $46.1 萬 | 0.2% | −4,000−18.0% | 減碼 | – |
| AFLAflac Inc | Stock | 5,119 | $36.8 萬 | 0.2% | −171−3.2% | 減碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 145 | $34.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 2,543 | $33.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 900 | $32.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 3,015 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325 | ETF | 12,000 | $30.1 萬 | 0.1% | 00.0% | 不變 | – |
| FISVFiserv Inc | Stock | 2,552 | $25.8 萬 | 0.1% | −123−4.6% | 減碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 10,200 | $25.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 10,000 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 632 | $24.2 萬 | 0.1% | +22+3.6% | 加碼 | 歷史 |
| RKTRocket Companies, Inc. | Stock | 34,575 | $24.2 萬 | 0.1% | −3,250−8.6% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（4 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。