Baxter Bros Inc
- SEC CIK
- 0001096783
- 最新申報
- 2026/8/6
2021 年第 2 季到 2021 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 31 檔
- 估計 +$8,998 萬
- 加碼
- 32 檔
- 估計 +$804.4 萬
- 減碼
- 41 檔
- 估計 −$1,002 萬
- 清倉
- 25 檔
- 估計 −$8,839 萬
總值從 $6.31 億變成 $6.25 億（−$636.1 萬 (−1.0%)），持股從 121 檔變成 127 檔（+6）。
2021 年第 3 季全部持倉2021 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 3 季，下面灰字是 2021 年第 2 季。兩季之間拆股的股票，2021 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | 減碼歷史 | 174,428177,376 | −2,948−1.7% | $4,918 萬$4,805 萬 | −$83.1 萬 | 7.9%7.6% | +0.26 |
| Berkshire Hathaway Cl B084670207 | 加碼– | 166,930158,563 | +8,367+5.3% | $4,556 萬$4,407 萬 | +$228.4 萬 | 7.3%7.0% | +0.31 |
| INTUIntuit Inc. | 減碼歷史 | 68,63771,087 | −2,450−3.4% | $3,703 萬$3,485 萬 | −$132.2 萬 | 5.9%5.5% | +0.41 |
| VVisa Inc. | 減碼歷史 | 117,082117,385 | −303−0.3% | $2,608 萬$2,745 萬 | −$6.75 萬 | 4.2%4.3% | −0.17 |
| GOOGAlphabet Inc. | 新進歷史 | 9,1850 | +9,185 | $2,448 萬$0 | +$2,448 萬 | 3.9%0.0% | +3.92 |
| UNPUnion Pacific Corp | 加碼歷史 | 106,804104,159 | +2,645+2.5% | $2,094 萬$2,291 萬 | +$51.8 萬 | 3.4%3.6% | −0.28 |
| QCOMQualcomm Inc | 加碼歷史 | 150,334148,804 | +1,530+1.0% | $1,939 萬$2,127 萬 | +$19.7 萬 | 3.1%3.4% | −0.27 |
| CMCSAComcast Corp | 加碼歷史 | 333,299333,033 | +266+0.1% | $1,864 萬$1,899 萬 | +$1.49 萬 | 3.0%3.0% | −0.03 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 32,36233,188 | −826−2.5% | $1,849 萬$1,674 萬 | −$47.2 萬 | 3.0%2.7% | +0.31 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 90,06289,921 | +141+0.2% | $1,801 萬$1,786 萬 | +$2.82 萬 | 2.9%2.8% | +0.05 |
| JPMJPMorgan Chase & Co | 新進歷史 | 102,7680 | +102,768 | $1,682 萬$0 | +$1,682 萬 | 2.7%0.0% | +2.69 |
| GOOGLAlphabet Inc. | 新進歷史 | 5,7980 | +5,798 | $1,550 萬$0 | +$1,550 萬 | 2.5%0.0% | +2.48 |
| WBDWarner Bros. Discovery, Inc. | 加碼歷史 | 539,440533,475 | +5,965+1.1% | $1,369 萬$1,637 萬 | +$15.1 萬 | 2.2%2.6% | −0.40 |
| DISWalt Disney Co | 減碼歷史 | 78,21179,111 | −900−1.1% | $1,323 萬$1,391 萬 | −$15.2 萬 | 2.1%2.2% | −0.09 |
| AXPAmerican Express Co | 加碼歷史 | 73,62971,583 | +2,046+2.9% | $1,234 萬$1,183 萬 | +$34.3 萬 | 2.0%1.9% | +0.10 |
| MAMastercard Inc | 加碼歷史 | 34,14633,908 | +238+0.7% | $1,187 萬$1,238 萬 | +$8.27 萬 | 1.9%2.0% | −0.06 |
| METAMeta Platforms, Inc. | 加碼歷史 | 34,51831,819 | +2,699+8.5% | $1,172 萬$1,106 萬 | +$91.6 萬 | 1.9%1.8% | +0.12 |
| PAYXPaychex Inc | 減碼歷史 | 103,261103,846 | −585−0.6% | $1,161 萬$1,114 萬 | −$6.58 萬 | 1.9%1.8% | +0.09 |
| EWEdwards Lifesciences Corp | 減碼歷史 | 90,46392,608 | −2,145−2.3% | $1,024 萬$959.1 萬 | −$24.3 萬 | 1.6%1.5% | +0.12 |
| INTCIntel Corp | 減碼歷史 | 188,578195,030 | −6,452−3.3% | $1,005 萬$1,095 萬 | −$34.4 萬 | 1.6%1.7% | −0.13 |
| SHWSherwin Williams Co | 減碼歷史 | 35,19536,900 | −1,705−4.6% | $984.5 萬$1,005 萬 | −$47.7 萬 | 1.6%1.6% | −0.02 |
| AAPLApple Inc. | 加碼歷史 | 67,89667,383 | +513+0.8% | $960.7 萬$922.9 萬 | +$7.26 萬 | 1.5%1.5% | +0.08 |
| TXNTexas Instruments Inc | 減碼歷史 | 45,75546,189 | −434−0.9% | $879.5 萬$888.2 萬 | −$8.34 萬 | 1.4%1.4% | 0.00 |
| JNJJohnson & Johnson | 減碼歷史 | 51,98752,534 | −547−1.0% | $839.6 萬$865.4 萬 | −$8.83 萬 | 1.3%1.4% | −0.03 |
| HDHome Depot, Inc. | 減碼歷史 | 25,28525,571 | −286−1.1% | $830.0 萬$815.4 萬 | −$9.39 萬 | 1.3%1.3% | +0.04 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 20,53820,943 | −405−1.9% | $776.4 萬$794.8 萬 | −$15.3 萬 | 1.2%1.3% | −0.02 |
| PGProcter & Gamble Co | 減碼歷史 | 51,37452,795 | −1,421−2.7% | $718.2 萬$712.4 萬 | −$19.9 萬 | 1.1%1.1% | +0.02 |
| UPSUnited Parcel Service Inc | 減碼歷史 | 34,58335,971 | −1,388−3.9% | $629.8 萬$748.1 萬 | −$25.3 萬 | 1.0%1.2% | −0.18 |
| LHXL3HARRIS Technologies, Inc. | 減碼歷史 | 28,33428,340 | −60.0% | $624.0 萬$612.6 萬 | −$1,321.38 | 1.0%1.0% | +0.03 |
| HONHoneywell International Inc | 加碼歷史 | 28,78027,828 | +952+3.4% | $610.9 萬$610.4 萬 | +$20.2 萬 | 1.0%1.0% | +0.01 |
| WFCWells Fargo & Company | 減碼歷史 | 118,174121,862 | −3,688−3.0% | $548.4 萬$551.9 萬 | −$17.1 萬 | 0.9%0.9% | 0.00 |
| FISVFiserv Inc | 加碼歷史 | 48,11836,888 | +11,230+30.4% | $522.1 萬$394.3 萬 | +$121.9 萬 | 0.8%0.6% | +0.21 |
| NSCNorfolk Southern Corp | 加碼歷史 | 21,48619,374 | +2,112+10.9% | $514.1 萬$514.2 萬 | +$50.5 萬 | 0.8%0.8% | +0.01 |
| TRPTC Energy Corp | 新進歷史 | 106,6800 | +106,680 | $513.0 萬$0 | +$513.0 萬 | 0.8%0.0% | +0.82 |
| MSMorgan Stanley | 加碼歷史 | 52,12751,867 | +260+0.5% | $507.2 萬$475.6 萬 | +$2.53 萬 | 0.8%0.8% | +0.06 |
| XOMExxonMobil Holdings Corp | 新進歷史 | 85,8710 | +85,871 | $505.1 萬$0 | +$505.1 萬 | 0.8%0.0% | +0.81 |
| RTXRTX Corp | 減碼歷史 | 57,65160,331 | −2,680−4.4% | $495.6 萬$562.1 萬 | −$23.0 萬 | 0.8%0.9% | −0.10 |
| MCDMcDonalds Corp | 減碼歷史 | 19,66619,991 | −325−1.6% | $474.2 萬$461.8 萬 | −$7.84 萬 | 0.8%0.7% | +0.03 |
| KOCoca Cola Co | 減碼歷史 | 83,44787,797 | −4,350−5.0% | $437.8 萬$475.1 萬 | −$22.8 萬 | 0.7%0.8% | −0.05 |
| BACBank of America Corp | 減碼歷史 | 103,085103,556 | −471−0.5% | $437.6 萬$427.0 萬 | −$2.00 萬 | 0.7%0.7% | +0.02 |
| MMM3M Co | 新進歷史 | 24,8740 | +24,874 | $436.3 萬$0 | +$436.3 萬 | 0.7%0.0% | +0.70 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 16,01015,345 | +665+4.3% | $410.0 萬$441.4 萬 | +$17.0 萬 | 0.7%0.7% | −0.04 |
| LMTLockheed Martin Corp | 加碼歷史 | 10,0919,318 | +773+8.3% | $348.2 萬$352.6 萬 | +$26.7 萬 | 0.6%0.6% | 0.00 |
| ATVIActivision Blizzard, Inc. | 新進歷史 | 41,7350 | +41,735 | $323.0 萬$0 | +$323.0 萬 | 0.5%0.0% | +0.52 |
| SYYSysco Corp | 減碼歷史 | 40,47041,219 | −749−1.8% | $317.7 萬$320.5 萬 | −$5.88 萬 | 0.5%0.5% | 0.00 |
| FDXFedEx Corp | 減碼歷史 | 13,55014,055 | −505−3.6% | $297.1 萬$419.3 萬 | −$11.1 萬 | 0.5%0.7% | −0.19 |
| TAT&T Inc. | 新進歷史 | 109,7340 | +109,734 | $296.4 萬$0 | +$296.4 萬 | 0.5%0.0% | +0.47 |
| AMZNAmazon Com Inc | 加碼歷史 | 901789 | +112+14.2% | $296.0 萬$271.4 萬 | +$36.8 萬 | 0.5%0.4% | +0.04 |
| BMYBristol Myers Squibb Co | 減碼歷史 | 49,73950,980 | −1,241−2.4% | $294.3 萬$340.6 萬 | −$7.34 萬 | 0.5%0.5% | −0.07 |
| PEPPepsiCo Inc | 加碼歷史 | 18,91918,911 | +80.0% | $284.6 萬$280.2 萬 | +$1,203.45 | 0.5%0.4% | +0.01 |
| BNYBank of New York Mellon Corp | 新進歷史 | 54,8450 | +54,845 | $284.3 萬$0 | +$284.3 萬 | 0.5%0.0% | +0.46 |
| COSTCostco Wholesale Corp | 加碼歷史 | 5,3915,388 | +3+0.1% | $242.2 萬$213.2 萬 | +$1,347.8 | 0.4%0.3% | +0.05 |
| CHTRCharter Communications, Inc. | 不變歷史 | 3,2263,226 | 00.0% | $234.7 萬$232.7 萬 | $0 | 0.4%0.4% | +0.01 |
| CLColgate Palmolive Co | 減碼歷史 | 30,23632,504 | −2,268−7.0% | $228.5 萬$264.4 萬 | −$17.1 萬 | 0.4%0.4% | −0.05 |
| EXPDExpeditors International of Washington Inc | 不變歷史 | 16,66516,665 | 00.0% | $198.5 萬$211.0 萬 | $0 | 0.3%0.3% | −0.02 |
| TNETTrinet Group, Inc. | 不變歷史 | 20,96520,965 | 00.0% | $198.3 萬$152.0 萬 | $0 | 0.3%0.2% | +0.08 |
| CVXChevron Corp | 減碼歷史 | 19,46021,659 | −2,199−10.2% | $197.4 萬$226.9 萬 | −$22.3 萬 | 0.3%0.4% | −0.04 |
| KMIKinder Morgan, Inc. | 減碼歷史 | 114,201119,851 | −5,650−4.7% | $191.1 萬$218.5 萬 | −$9.45 萬 | 0.3%0.3% | −0.04 |
| ETNEaton Corp plc | 新進歷史 | 12,2180 | +12,218 | $182.4 萬$0 | +$182.4 萬 | 0.3%0.0% | +0.29 |
| VZVerizon Communications Inc | 減碼歷史 | 33,08535,624 | −2,539−7.1% | $178.7 萬$199.6 萬 | −$13.7 萬 | 0.3%0.3% | −0.03 |
| MARMarriott International Inc | 減碼歷史 | 12,01312,038 | −25−0.2% | $177.9 萬$164.3 萬 | −$3,702.24 | 0.3%0.3% | +0.02 |
| Berkshire Hathaway Inc084670991 | 減碼– | 411 | −7−63.6% | $164.6 萬$460.5 萬 | −$288.1 萬 | 0.3%0.7% | −0.47 |
| PSXPhillips 66 | 減碼歷史 | 21,66022,296 | −636−2.9% | $151.7 萬$191.3 萬 | −$4.45 萬 | 0.2%0.3% | −0.06 |
| MRKMerck & Co., Inc. | 新進歷史 | 19,6310 | +19,631 | $147.4 萬$0 | +$147.4 萬 | 0.2%0.0% | +0.24 |
| SYKStryker Corp | 加碼歷史 | 5,4725,352 | +120+2.2% | $144.3 萬$139.0 萬 | +$3.16 萬 | 0.2%0.2% | +0.01 |
| DEODiageo PLC | 減碼歷史 | 7,2397,639 | −400−5.2% | $139.7 萬$146.4 萬 | −$7.72 萬 | 0.2%0.2% | −0.01 |
| PFEPfizer Inc | 加碼歷史 | 31,21930,508 | +711+2.3% | $134.3 萬$119.5 萬 | +$3.06 萬 | 0.2%0.2% | +0.03 |
| CNICanadian National Railway Co | 不變歷史 | 11,02511,025 | 00.0% | $127.5 萬$116.3 萬 | $0 | 0.2%0.2% | +0.02 |
| IDXXIDEXX Laboratories Inc | 不變歷史 | 1,8801,880 | 00.0% | $116.9 萬$118.7 萬 | $0 | 0.2%0.2% | 0.00 |
| DHIHorton D R Inc | 加碼歷史 | 12,4889,268 | +3,220+34.7% | $104.9 萬$83.8 萬 | +$27.0 萬 | 0.2%0.1% | +0.04 |
| MDTMedtronic plc | 新進歷史 | 8,2240 | +8,224 | $103.1 萬$0 | +$103.1 萬 | 0.2%0.0% | +0.17 |
| ABBVAbbVie Inc. | 加碼歷史 | 8,9948,782 | +212+2.4% | $97.0 萬$98.9 萬 | +$2.29 萬 | 0.2%0.2% | 0.00 |
| CHDChurch & Dwight Co Inc | 不變歷史 | 10,73010,730 | 00.0% | $88.6 萬$91.4 萬 | $0 | 0.1%0.1% | 0.00 |
| NEMNEWMONT Corp | 加碼歷史 | 16,10013,700 | +2,400+17.5% | $87.4 萬$86.8 萬 | +$13.0 萬 | 0.1%0.1% | 0.00 |
| CCitigroup Inc | 新進歷史 | 11,6630 | +11,663 | $81.8 萬$0 | +$81.8 萬 | 0.1%0.0% | +0.13 |
| CRMSalesforce, Inc. | 新進歷史 | 2,9800 | +2,980 | $80.8 萬$0 | +$80.8 萬 | 0.1%0.0% | +0.13 |
| DEDeere & Co | 不變歷史 | 2,4002,400 | 00.0% | $80.4 萬$84.7 萬 | $0 | 0.1%0.1% | −0.01 |
| NKENIKE, Inc. | 減碼歷史 | 5,4635,572 | −109−2.0% | $79.3 萬$86.1 萬 | −$1.58 萬 | 0.1%0.1% | −0.01 |
| AMGNAmgen Inc | 減碼歷史 | 3,2103,415 | −205−6.0% | $68.3 萬$83.2 萬 | −$4.36 萬 | 0.1%0.1% | −0.02 |
| ILMNIllumina, Inc. | 不變歷史 | 1,6801,680 | 00.0% | $68.1 萬$79.5 萬 | $0 | 0.1%0.1% | −0.02 |
| UNHUnitedHealth Group Inc | 新進歷史 | 1,4630 | +1,463 | $57.2 萬$0 | +$57.2 萬 | 0.1%0.0% | +0.09 |
| LLYEli Lilly & Co | 加碼歷史 | 2,3852,380 | +5+0.2% | $55.1 萬$54.6 萬 | +$1,155.14 | 0.1%0.1% | 0.00 |
| KMBKimberly Clark Corp | 減碼歷史 | 4,0654,315 | −250−5.8% | $53.8 萬$57.7 萬 | −$3.31 萬 | 0.1%0.1% | −0.01 |
| EMREmerson Electric Co | 減碼歷史 | 5,6205,720 | −100−1.7% | $52.9 萬$55.0 萬 | −$9,412.81 | 0.1%0.1% | 0.00 |
| CSXCSX Corp | 加碼歷史 | 17,60817,603 | +50.0% | $52.4 萬$56.5 萬 | +$148.8 | 0.1%0.1% | −0.01 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 9,5709,560 | +10+0.1% | $52.1 萬$50.7 萬 | +$544.41 | 0.1%0.1% | 0.00 |
| IMGNImmunoGen, Inc. | 不變歷史 | 88,30088,300 | 00.0% | $50.1 萬$58.2 萬 | $0 | 0.1%0.1% | −0.01 |
| CTASCintas Corp | 不變歷史 | 1,2441,244 | 00.0% | $47.4 萬$47.5 萬 | $0 | 0.1%0.1% | 0.00 |
| CBChubb Ltd | 不變歷史 | 2,7122,712 | 00.0% | $47.0 萬$43.1 萬 | $0 | 0.1%0.1% | +0.01 |
| ABTAbbott Laboratories | 不變歷史 | 3,8263,826 | 00.0% | $45.2 萬$44.4 萬 | $0 | 0.1%0.1% | 0.00 |
| ALLAllstate Corp | 不變歷史 | 3,4003,400 | 00.0% | $43.3 萬$44.3 萬 | $0 | 0.1%0.1% | 0.00 |
| SBUXStarbucks Corp | 加碼歷史 | 3,8133,726 | +87+2.3% | $42.1 萬$41.7 萬 | +$9,605.82 | 0.1%0.1% | 0.00 |
| ECLEcolab Inc. | 減碼歷史 | 2,0002,700 | −700−25.9% | $41.7 萬$55.6 萬 | −$14.6 萬 | 0.1%0.1% | −0.02 |
| MKLMarkel Group Inc. | 新進歷史 | 3460 | +346 | $41.4 萬$0 | +$41.4 萬 | 0.1%0.0% | +0.07 |
| ADBEAdobe Inc. | 加碼歷史 | 709687 | +22+3.2% | $40.8 萬$40.2 萬 | +$1.27 萬 | 0.1%0.1% | 0.00 |
| BABoeing Co | 不變歷史 | 1,7811,781 | 00.0% | $39.2 萬$42.7 萬 | $0 | 0.1%0.1% | 0.00 |
| PMPhilip Morris International Inc. | 新進歷史 | 4,1330 | +4,133 | $39.2 萬$0 | +$39.2 萬 | 0.1%0.0% | +0.06 |
| LOWLowes Companies Inc | 不變歷史 | 1,8331,833 | 00.0% | $37.2 萬$35.6 萬 | $0 | 0.1%0.1% | 0.00 |
| COPConocoPhillips | 加碼歷史 | 5,4625,162 | +300+5.8% | $37.0 萬$31.4 萬 | +$2.03 萬 | 0.1%<0.1% | +0.01 |
| DOWDow Inc. | 新進歷史 | 6,2530 | +6,253 | $36.0 萬$0 | +$36.0 萬 | 0.1%0.0% | +0.06 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。