Hyman Charles D
- SEC CIK
- 0001135077
- 最新申報
- 2024/7/25
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/8 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 236
- 較 2023 年第 1 季 −5
- 總值
- $16.0 億
- 較 2023 年第 1 季 +$9,737 萬 (+6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 328,820 | $1.12 億 | 7.0% | +3,112+1.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 485,965 | $9,426 萬 | 5.9% | +1,155+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 276,253 | $9,408 萬 | 5.9% | +1,348+0.5% | 加碼 | 歷史 |
| FRPHFRP Holdings, Inc. | COM | 968,311 | $5,575 萬 | 3.5% | +1,730+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 310,475 | $5,139 萬 | 3.2% | +1,825+0.6% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 208,192 | $4,694 萬 | 2.9% | +2,744+1.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 154,887 | $4,622 萬 | 2.9% | +533+0.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 106,261 | $4,179 萬 | 2.6% | +14,615+15.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 161,765 | $3,980 萬 | 2.5% | +1,129+0.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 73,414 | $3,952 萬 | 2.5% | +378+0.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 319,723 | $3,808 萬 | 2.4% | +10,195+3.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 92,076 | $3,731 萬 | 2.3% | +30.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 75,567 | $3,619 萬 | 2.3% | −80−0.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 195,321 | $3,618 萬 | 2.3% | +2,851+1.5% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 450,569 | $3,165 萬 | 2.0% | +3,267+0.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 99,939 | $3,105 萬 | 1.9% | +891+0.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 185,441 | $2,814 萬 | 1.8% | +2,111+1.2% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 820,512 | $2,798 萬 | 1.8% | +3,525+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 184,830 | $2,688 萬 | 1.7% | +980+0.5% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 275,111 | $2,487 萬 | 1.6% | −1,109−0.4% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 99,631 | $2,259 萬 | 1.4% | −195−0.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 136,426 | $2,147 萬 | 1.3% | +455+0.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 182,465 | $2,106 萬 | 1.3% | +3,080+1.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 44,970 | $2,070 萬 | 1.3% | −116−0.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 186,325 | $1,846 萬 | 1.2% | +1,730+0.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 61,522 | $1,843 萬 | 1.2% | +408+0.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 456,513 | $1,698 萬 | 1.1% | −14,355−3.0% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 95,582 | $1,691 萬 | 1.1% | +1,517+1.6% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 415,140 | $1,661 萬 | 1.0% | −42,830−9.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 273,924 | $1,650 萬 | 1.0% | +1,940+0.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 171,411 | $1,635 萬 | 1.0% | +875+0.5% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 176,895 | $1,588 萬 | 1.0% | −287−0.2% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 226,381 | $1,580 萬 | 1.0% | +1,075+0.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 145,811 | $1,511 萬 | 0.9% | −2,763−1.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 111,478 | $1,492 萬 | 0.9% | −1,125−1.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 107,930 | $1,407 萬 | 0.9% | −550−0.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 217,969 | $1,394 萬 | 0.9% | +1000.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 42,628 | $1,375 萬 | 0.9% | −1,065−2.4% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 386,460 | $1,292 萬 | 0.8% | −7,367−1.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 101,528 | $1,089 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 109,166 | $1,069 萬 | 0.7% | −70−0.1% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 21,348 | $973.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 70,881 | $782.3 萬 | 0.5% | +235+0.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 16,213 | $760.4 萬 | 0.5% | +75+0.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 34,051 | $706.6 萬 | 0.4% | −125−0.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 233,316 | $669.4 萬 | 0.4% | +19,700+9.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 67,074 | $654.8 萬 | 0.4% | −330−0.5% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 13,877 | $616.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 131,621 | $596.2 萬 | 0.4% | −400−0.3% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 44,860 | $592.9 萬 | 0.4% | +12,875+40.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 13,887 | $565.6 萬 | 0.4% | +118+0.9% | 加碼 | – |
| PFEPfizer Inc | Stock | 153,899 | $564.5 萬 | 0.4% | −500.0% | 減碼 | 歷史 |
| MMM3M Co | Stock | 55,400 | $554.5 萬 | 0.3% | −3,182−5.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 44,356 | $536.6 萬 | 0.3% | +641+1.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 28,225 | $503.2 萬 | 0.3% | −50−0.2% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 28,144 | $488.7 萬 | 0.3% | −215−0.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 43,960 | $479.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 61,165 | $471.2 萬 | 0.3% | −170−0.3% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 22,059 | $466.0 萬 | 0.3% | −100−0.5% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 63,493 | $463.1 萬 | 0.3% | −300.0% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 63,543 | $460.7 萬 | 0.3% | +465+0.7% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 32,667 | $451.0 萬 | 0.3% | −100−0.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 19,246 | $423.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 56,298 | $417.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 46,010 | $410.8 萬 | 0.3% | −588−1.3% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 108,181 | $401.9 萬 | 0.3% | −310−0.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 28,844 | $388.6 萬 | 0.2% | −15,116−34.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 16,354 | $388.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 15,300 | $382.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,839 | $376.8 萬 | 0.2% | +55+0.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 71,307 | $368.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 23,017 | $361.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 112,542 | $341.6 萬 | 0.2% | −9,850−8.0% | 減碼 | 歷史 |
| CICigna Group | Stock | 11,798 | $331.1 萬 | 0.2% | −163−1.4% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 98,740 | $330.9 萬 | 0.2% | −794−0.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,891 | $328.5 萬 | 0.2% | +7+0.1% | 加碼 | – |
| PATIPatriot Transportation Holding, Inc. | COM | 369,847 | $312.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 38,176 | $292.8 萬 | 0.2% | +4,200+12.4% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 16,787 | $291.2 萬 | 0.2% | −100−0.6% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 6,266 | $287.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 13,526 | $285.6 萬 | 0.2% | −405−2.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 22,827 | $273.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 7,852 | $271.6 萬 | 0.2% | 00.0% | 不變 | – |
| GPCGenuine Parts Co | Stock | 16,013 | $271.0 萬 | 0.2% | +500+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,030 | $265.1 萬 | 0.2% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 7,670 | $262.3 萬 | 0.2% | +7,670 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 22,856 | $255.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 68,329 | $247.4 萬 | 0.2% | −700−1.0% | 減碼 | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 25,040 | $233.3 萬 | 0.1% | −385−1.5% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 9,105 | $225.7 萬 | 0.1% | −107−1.2% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 146,213 | $221.2 萬 | 0.1% | +4,005+2.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,691 | $210.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,669 | $197.5 萬 | 0.1% | +60+1.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,553 | $188.3 萬 | 0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 7,736 | $185.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,065 | $185.5 萬 | 0.1% | −100−1.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 41,885 | $178.8 萬 | 0.1% | −1,255−2.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,343 | $174.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 8,868 | $172.0 萬 | 0.1% | −400−4.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,423 | $171.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（11 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 89,963 | $683.2 萬 | 0.5% | 歷史 |
| ProShares Ultrashort S&P 50074347G416 | ETF | 12,525 | $50.1 萬 | <0.1% | – |
| MDTMedtronic plc | Stock | 2,888 | $23.3 萬 | <0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 1,718 | $23.0 萬 | <0.1% | 歷史 |
| MRNAModerna, Inc. | Stock | 1,475 | $22.7 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 4,553 | $21.3 萬 | <0.1% | 歷史 |
| CPBCAMPBELL'S Co | COM | 3,800 | $20.9 萬 | <0.1% | 歷史 |
| RVTYRevvity, Inc. | COM | 1,558 | $20.8 萬 | <0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,961 | $20.6 萬 | <0.1% | 歷史 |
| ABCBAmeris Bancorp | COM | 5,644 | $20.6 萬 | <0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 13,400 | $3.60 萬 | <0.1% | 歷史 |