Hyman Charles D
- SEC CIK
- 0001135077
- 最新申報
- 2024/7/25
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/4 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 241
- 較 2022 年第 4 季 +1
- 總值
- $15.0 億
- 較 2022 年第 4 季 +$3,182 萬 (+2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 325,708 | $1.01 億 | 6.7% | −285−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 484,810 | $7,995 萬 | 5.3% | +12,190+2.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 274,905 | $7,926 萬 | 5.3% | +5,455+2.0% | 加碼 | 歷史 |
| FRPHFRP Holdings, Inc. | COM | 966,581 | $5,595 萬 | 3.7% | −1860.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 308,650 | $4,784 萬 | 3.2% | +1,385+0.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 154,354 | $4,316 萬 | 2.9% | +670+0.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 92,073 | $3,802 萬 | 2.5% | −270−0.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 160,636 | $3,676 萬 | 2.5% | +504+0.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 73,036 | $3,629 萬 | 2.4% | −701−1.0% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 205,448 | $3,525 萬 | 2.4% | +2,887+1.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 192,470 | $3,509 萬 | 2.3% | +1,460+0.8% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 75,647 | $3,468 萬 | 2.3% | +85+0.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 91,646 | $3,331 萬 | 2.2% | −260−0.3% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 447,302 | $3,112 萬 | 2.1% | −1,397−0.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 99,048 | $2,923 萬 | 2.0% | +880+0.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 309,528 | $2,876 萬 | 1.9% | +4,407+1.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 183,330 | $2,726 萬 | 1.8% | −240−0.1% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 816,987 | $2,446 萬 | 1.6% | −6,899−0.8% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 276,220 | $2,407 萬 | 1.6% | −630−0.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 183,850 | $2,396 萬 | 1.6% | +1,295+0.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 135,971 | $2,219 萬 | 1.5% | +1,087+0.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 45,086 | $2,131 萬 | 1.4% | +38+0.1% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 99,826 | $2,116 萬 | 1.4% | −1,395−1.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 184,595 | $1,922 萬 | 1.3% | −220.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 179,385 | $1,909 萬 | 1.3% | +5,077+2.9% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 457,970 | $1,874 萬 | 1.3% | −1,485−0.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 470,868 | $1,831 萬 | 1.2% | +1,340+0.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 61,114 | $1,755 萬 | 1.2% | −500−0.8% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 170,536 | $1,729 萬 | 1.2% | +300+0.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 177,182 | $1,709 萬 | 1.1% | −252−0.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 271,984 | $1,687 萬 | 1.1% | +1,015+0.4% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 94,065 | $1,609 萬 | 1.1% | +244+0.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 217,869 | $1,510 萬 | 1.0% | −1,350−0.6% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 112,603 | $1,476 萬 | 1.0% | +287+0.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 148,574 | $1,474 萬 | 1.0% | −1,154−0.8% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 225,306 | $1,454 萬 | 1.0% | +7,000+3.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 43,693 | $1,429 萬 | 1.0% | −186−0.4% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 393,827 | $1,287 萬 | 0.9% | −15,306−3.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 108,480 | $1,121 萬 | 0.7% | +2,855+2.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 101,528 | $1,113 萬 | 0.7% | +1,652+1.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 109,236 | $1,070 萬 | 0.7% | +461+0.4% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 21,348 | $985.7 萬 | 0.7% | +35+0.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 70,646 | $866.4 萬 | 0.6% | −298−0.4% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 89,963 | $683.2 萬 | 0.5% | −7,711−7.9% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 67,404 | $655.5 萬 | 0.4% | +323+0.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 34,176 | $653.2 萬 | 0.4% | +360+1.1% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 13,877 | $638.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 153,949 | $628.1 萬 | 0.4% | −600−0.4% | 減碼 | 歷史 |
| MMM3M Co | Stock | 58,582 | $615.8 萬 | 0.4% | −800−1.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 213,616 | $610.9 萬 | 0.4% | +40,586+23.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 132,021 | $589.1 萬 | 0.4% | −3,983−2.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 16,138 | $554.2 萬 | 0.4% | +50+0.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 28,275 | $518.1 萬 | 0.3% | −85−0.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 13,769 | $517.8 萬 | 0.3% | +131+1.0% | 加碼 | – |
| TRVTravelers Companies, Inc. | Stock | 28,359 | $486.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 46,598 | $466.6 萬 | 0.3% | +4,149+9.8% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 61,335 | $460.9 萬 | 0.3% | −100−0.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 43,960 | $459.7 萬 | 0.3% | +16,073+57.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 43,715 | $454.6 萬 | 0.3% | +200+0.5% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 63,078 | $451.1 萬 | 0.3% | −150−0.2% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 43,960 | $445.1 萬 | 0.3% | +1,241+2.9% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 31,985 | $444.0 萬 | 0.3% | +31,985 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 63,523 | $442.9 萬 | 0.3% | +123+0.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 22,159 | $442.7 萬 | 0.3% | +390+1.8% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 32,767 | $439.8 萬 | 0.3% | +440+1.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 56,298 | $433.9 萬 | 0.3% | −1,788−3.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 19,246 | $428.5 萬 | 0.3% | −46−0.2% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 122,392 | $417.4 萬 | 0.3% | −2,220−1.8% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 108,491 | $413.9 萬 | 0.3% | −602−0.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 71,307 | $372.8 萬 | 0.2% | +342+0.5% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 15,300 | $372.5 萬 | 0.2% | +10+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 16,354 | $368.7 萬 | 0.2% | −85−0.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,784 | $367.9 萬 | 0.2% | +158+2.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 23,017 | $339.4 萬 | 0.2% | +210+0.9% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 16,887 | $306.0 萬 | 0.2% | +20+0.1% | 加碼 | 歷史 |
| CICigna Group | Stock | 11,961 | $305.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 99,534 | $299.9 萬 | 0.2% | −240−0.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 13,931 | $295.9 萬 | 0.2% | +185+1.3% | 加碼 | 歷史 |
| PATIPatriot Transportation Holding, Inc. | COM | 369,847 | $295.9 萬 | 0.2% | +4,566+1.2% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 33,976 | $290.4 萬 | 0.2% | +43+0.1% | 加碼 | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 25,425 | $288.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,884 | $285.1 萬 | 0.2% | +555+6.7% | 加碼 | – |
| INTUIntuit Inc. | Stock | 6,266 | $279.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 69,029 | $265.1 萬 | 0.2% | −500−0.7% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 22,856 | $261.9 萬 | 0.2% | +75+0.3% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 15,513 | $259.5 萬 | 0.2% | +13+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,030 | $254.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287515 | EXPANDED TECH | 7,852 | $239.3 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 22,827 | $236.8 萬 | 0.2% | +880+4.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,691 | $217.5 萬 | 0.1% | +27+0.2% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 9,212 | $210.5 萬 | 0.1% | +540+6.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,736 | $195.0 萬 | 0.1% | +799+11.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,343 | $192.7 萬 | 0.1% | +146+4.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 9,268 | $189.4 萬 | 0.1% | −132−1.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,662 | $185.2 萬 | 0.1% | +170+2.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,165 | $184.5 萬 | 0.1% | +550+6.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,553 | $180.4 萬 | 0.1% | +37+0.4% | 加碼 | – |
| FFord Motor Co | Stock | 142,208 | $179.2 萬 | 0.1% | +2,344+1.7% | 加碼 | 歷史 |
| iShares Inc464286103 | MSCI AUST ETF | 72,071 | $165.3 萬 | 0.1% | −2,475−3.3% | 減碼 | – |
| CBChubb Ltd | Stock | 8,400 | $163.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（6 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74347B383 | ULTRASHRT S&P500 | 12,525 | $57.6 萬 | <0.1% | – |
| ADMArcher-Daniels-Midland Co | Stock | 2,418 | $22.5 萬 | <0.1% | 歷史 |
| FBNCFirst Bancorp | COM | 5,224 | $22.4 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 2,254 | $21.0 萬 | <0.1% | 歷史 |
| SNVSynovus Financial Corp | COM | 5,521 | $20.7 萬 | <0.1% | 歷史 |
| BF.BBrown Forman Corp | Stock | 3,100 | $20.4 萬 | <0.1% | 歷史 |