Hyman Charles D
- SEC CIK
- 0001135077
- 最新申報
- 2024/7/25
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/1 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 231
- 較 2023 年第 2 季 −5
- 總值
- $15.4 億
- 較 2023 年第 2 季 −$5,764 萬 (−3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 329,495 | $1.15 億 | 7.5% | +675+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 275,377 | $8,695 萬 | 5.7% | −876−0.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 485,877 | $8,319 萬 | 5.4% | −880.0% | 減碼 | 歷史 |
| FRPHFRP Holdings, Inc. | COM | 968,711 | $5,228 萬 | 3.4% | +4000.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 309,384 | $4,819 萬 | 3.1% | −1,091−0.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 163,027 | $4,451 萬 | 2.9% | +1,262+0.8% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 214,028 | $4,324 萬 | 2.8% | +5,836+2.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 106,298 | $4,208 萬 | 2.7% | +370.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 73,496 | $4,152 萬 | 2.7% | +82+0.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 154,988 | $4,083 萬 | 2.7% | +101+0.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 92,720 | $3,499 萬 | 2.3% | +644+0.7% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 75,937 | $3,468 萬 | 2.3% | +370+0.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 324,278 | $3,435 萬 | 2.2% | +4,555+1.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 196,513 | $3,330 萬 | 2.2% | +1,192+0.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 100,700 | $3,043 萬 | 2.0% | +761+0.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 451,232 | $2,920 萬 | 1.9% | +663+0.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 185,718 | $2,709 萬 | 1.8% | +277+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 186,059 | $2,698 萬 | 1.8% | +1,229+0.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 274,471 | $2,651 萬 | 1.7% | −640−0.2% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 819,312 | $2,519 萬 | 1.6% | −1,200−0.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 136,389 | $2,300 萬 | 1.5% | −370.0% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 171,541 | $2,061 萬 | 1.3% | +130+0.1% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 99,406 | $1,958 萬 | 1.3% | −225−0.2% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 246,100 | $1,889 萬 | 1.2% | +19,719+8.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 182,885 | $1,883 萬 | 1.2% | +420+0.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 44,585 | $1,823 萬 | 1.2% | −385−0.9% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 145,423 | $1,742 萬 | 1.1% | −388−0.3% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 60,999 | $1,729 萬 | 1.1% | −523−0.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 188,586 | $1,721 萬 | 1.1% | +2,261+1.2% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 96,332 | $1,560 萬 | 1.0% | +750+0.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 176,691 | $1,560 萬 | 1.0% | −204−0.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 110,632 | $1,552 萬 | 1.0% | −846−0.8% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 413,475 | $1,542 萬 | 1.0% | −1,665−0.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 274,584 | $1,537 萬 | 1.0% | +660+0.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 442,477 | $1,434 萬 | 0.9% | −14,036−3.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 108,740 | $1,382 萬 | 0.9% | +810+0.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 41,952 | $1,357 萬 | 0.9% | −676−1.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 380,061 | $1,351 萬 | 0.9% | −6,399−1.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 217,669 | $1,263 萬 | 0.8% | −300−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 101,458 | $1,193 萬 | 0.8% | −70−0.1% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 21,348 | $939.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 15,423 | $828.4 萬 | 0.5% | −790−4.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 108,668 | $782.1 萬 | 0.5% | −498−0.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 25,073 | $732.9 萬 | 0.5% | +17,403+226.9% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 44,935 | $690.0 萬 | 0.4% | +75+0.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 70,939 | $678.3 萬 | 0.4% | +58+0.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 242,756 | $664.7 萬 | 0.4% | +9,440+4.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 34,051 | $629.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 66,195 | $612.8 萬 | 0.4% | −879−1.3% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 13,877 | $604.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 44,241 | $583.3 萬 | 0.4% | −115−0.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 13,968 | $548.5 萬 | 0.4% | +81+0.6% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 129,685 | $545.3 萬 | 0.4% | −1,936−1.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 152,978 | $507.4 萬 | 0.3% | −921−0.6% | 減碼 | 歷史 |
| MMM3M Co | Stock | 53,633 | $502.1 萬 | 0.3% | −1,767−3.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 28,225 | $483.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 19,246 | $463.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 28,081 | $458.6 萬 | 0.3% | −63−0.2% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 65,593 | $452.1 萬 | 0.3% | +2,050+3.2% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 63,493 | $440.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 21,609 | $438.2 萬 | 0.3% | −450−2.0% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 61,070 | $434.3 萬 | 0.3% | −95−0.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 28,844 | $429.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 44,092 | $427.0 萬 | 0.3% | +132+0.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,956 | $401.1 萬 | 0.3% | +117+1.5% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 32,479 | $392.5 萬 | 0.3% | −188−0.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 70,524 | $379.1 萬 | 0.2% | −783−1.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 16,396 | $377.1 萬 | 0.2% | +42+0.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 22,922 | $366.6 萬 | 0.2% | −95−0.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 44,321 | $359.2 萬 | 0.2% | −1,689−3.7% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 107,520 | $356.9 萬 | 0.2% | −661−0.6% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 15,318 | $352.8 萬 | 0.2% | +18+0.1% | 加碼 | 歷史 |
| CICigna Group | Stock | 11,798 | $337.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 6,266 | $320.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 111,684 | $319.5 萬 | 0.2% | −858−0.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,893 | $318.6 萬 | 0.2% | +20.0% | 加碼 | – |
| NEENextera Energy Inc | Stock | 55,548 | $318.2 萬 | 0.2% | −750−1.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,227 | $314.4 萬 | 0.2% | +2,558+54.8% | 加碼 | 歷史 |
| PATIPatriot Transportation Holding, Inc. | COM | 369,847 | $302.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 98,232 | $301.2 萬 | 0.2% | −508−0.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 22,807 | $298.5 萬 | 0.2% | −20−0.1% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 22,856 | $263.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 13,476 | $258.3 萬 | 0.2% | −50−0.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,030 | $255.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287515 | EXPANDED TECH | 7,389 | $252.2 萬 | 0.2% | −463−5.9% | 減碼 | – |
| DEODiageo PLC | SPON ADR NEW | 16,826 | $251.0 萬 | 0.2% | +39+0.2% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 38,265 | $244.9 萬 | 0.2% | +89+0.2% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 9,005 | $238.6 萬 | 0.2% | −100−1.1% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 16,039 | $231.6 萬 | 0.2% | +26+0.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,514 | $201.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 7,736 | $191.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,743 | $186.7 萬 | 0.1% | +52+0.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,065 | $184.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 147,913 | $183.7 萬 | 0.1% | +1,700+1.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,744 | $182.1 萬 | 0.1% | +191+2.2% | 加碼 | – |
| BXBlackstone Inc. | COM | 16,873 | $180.8 萬 | 0.1% | −1,550−8.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 8,400 | $174.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,343 | $169.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 24,285 | $163.2 萬 | 0.1% | −755−3.0% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 39,849 | $162.8 萬 | 0.1% | −2,036−4.9% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（10 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CPCanadian Pacific Kansas City Ltd | COM | 5,240 | $42.3 萬 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 5,149 | $28.2 萬 | <0.1% | 歷史 |
| UGIUgi Corp | Stock | 9,423 | $25.4 萬 | <0.1% | 歷史 |
| SESea Ltd | SPONSORD ADS | 4,250 | $24.7 萬 | <0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 270 | $21.3 萬 | <0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,181 | $20.5 萬 | <0.1% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,107 | $20.3 萬 | <0.1% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 729 | $20.1 萬 | <0.1% | – |
| iShares Tr464287713 | US TELECOM ETF | 9,100 | $20.1 萬 | <0.1% | – |
| XXII22nd Century Group, Inc. | COM | 150,000 | $5.70 萬 | <0.1% | 歷史 |