Hyman Charles D
- SEC CIK
- 0001135077
- 最新申報
- 2024/7/25
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/7 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 248
- 較 2023 年第 4 季 +5
- 總值
- $18.1 億
- 較 2023 年第 4 季 +$1.37 億 (+8.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 326,738 | $1.37 億 | 7.6% | +1,445+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 276,446 | $1.16 億 | 6.4% | −180−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 482,150 | $8,268 萬 | 4.6% | −1,041−0.2% | 減碼 | 歷史 |
| FRPHFRP Holdings, Inc. | COM | 968,446 | $5,946 萬 | 3.3% | −1,465−0.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 160,536 | $5,883 萬 | 3.3% | −270−0.2% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 214,854 | $5,864 萬 | 3.2% | −1,005−0.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 72,763 | $5,331 萬 | 2.9% | −135−0.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 103,357 | $4,977 萬 | 2.8% | −105−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 303,032 | $4,794 萬 | 2.7% | −1,502−0.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 159,463 | $4,496 萬 | 2.5% | +130.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 76,737 | $4,270 萬 | 2.4% | +1,039+1.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 324,040 | $4,070 萬 | 2.3% | −1,339−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 102,770 | $3,942 萬 | 2.2% | +1,036+1.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 93,133 | $3,825 萬 | 2.1% | −400.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 186,171 | $3,729 萬 | 2.1% | −330−0.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 191,968 | $3,360 萬 | 1.9% | −1,555−0.8% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 448,632 | $3,219 萬 | 1.8% | +1,398+0.3% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 270,334 | $3,066 萬 | 1.7% | +1070.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 185,361 | $3,008 萬 | 1.7% | +334+0.2% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 798,687 | $2,961 萬 | 1.6% | −725−0.1% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 169,771 | $2,773 萬 | 1.5% | +350.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 187,391 | $2,473 萬 | 1.4% | +1,315+0.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 95,176 | $2,426 萬 | 1.3% | +460+0.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 137,014 | $2,161 萬 | 1.2% | +374+0.3% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 249,495 | $2,142 萬 | 1.2% | +1,950+0.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 108,312 | $2,068 萬 | 1.1% | +200+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 112,135 | $2,023 萬 | 1.1% | +2,990+2.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 43,196 | $1,965 萬 | 1.1% | −420−1.0% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 409,470 | $1,925 萬 | 1.1% | −865−0.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 143,543 | $1,827 萬 | 1.0% | −250.0% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 95,622 | $1,826 萬 | 1.0% | −100−0.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 41,374 | $1,728 萬 | 1.0% | −248−0.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 400,077 | $1,679 萬 | 0.9% | −8,428−2.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 273,254 | $1,672 萬 | 0.9% | +1,244+0.5% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 172,335 | $1,667 萬 | 0.9% | −469−0.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 182,167 | $1,665 萬 | 0.9% | −3,765−2.0% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 362,675 | $1,602 萬 | 0.9% | −7,069−1.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 36,201 | $1,445 萬 | 0.8% | +6,073+20.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 58,680 | $1,422 萬 | 0.8% | −2,078−3.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 15,268 | $1,188 萬 | 0.7% | −135−0.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 98,755 | $1,148 萬 | 0.6% | −310−0.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 200,289 | $1,086 萬 | 0.6% | −2,135−1.1% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 21,218 | $1,016 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 100,894 | $984.0 萬 | 0.5% | −7,235−6.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 245,762 | $931.9 萬 | 0.5% | −5,327−2.1% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 46,401 | $880.6 萬 | 0.5% | +286+0.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 37,883 | $777.5 萬 | 0.4% | +277+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,067 | $728.9 萬 | 0.4% | +165+2.1% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 13,928 | $722.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 14,235 | $684.3 萬 | 0.4% | +215+1.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 44,151 | $672.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 70,967 | $666.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 21,479 | $646.9 萬 | 0.4% | +20+0.1% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 27,106 | $623.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 27,850 | $572.9 萬 | 0.3% | +25+0.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 61,242 | $561.1 萬 | 0.3% | −12,215−16.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 59,870 | $539.1 萬 | 0.3% | −700−1.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 29,585 | $538.7 萬 | 0.3% | +766+2.7% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 67,193 | $536.6 萬 | 0.3% | +600+0.9% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 44,605 | $507.0 萬 | 0.3% | +266+0.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 45,891 | $486.8 萬 | 0.3% | −1,658−3.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 19,426 | $485.1 萬 | 0.3% | +290+1.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 106,846 | $466.1 萬 | 0.3% | −3,880−3.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 16,367 | $456.8 萬 | 0.3% | −45−0.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 37,015 | $452.9 萬 | 0.3% | −226−0.6% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 63,343 | $443.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 155,313 | $431.0 萬 | 0.2% | +3,427+2.3% | 加碼 | 歷史 |
| CICigna Group | Stock | 11,732 | $426.1 萬 | 0.2% | +7+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 70,647 | $425.1 萬 | 0.2% | +807+1.2% | 加碼依 3 比 1 拆股換算 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,390 | $415.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 15,330 | $411.3 萬 | 0.2% | −950−5.8% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 104,339 | $406.7 萬 | 0.2% | −3,650−3.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,111 | $404.5 萬 | 0.2% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 6,188 | $402.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 31,028 | $401.3 萬 | 0.2% | +49+0.2% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 101,709 | $368.0 萬 | 0.2% | +859+0.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 70,717 | $352.9 萬 | 0.2% | −100.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,007 | $347.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 53,908 | $344.5 萬 | 0.2% | −1,640−3.0% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 95,841 | $344.2 萬 | 0.2% | −488−0.5% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 36,945 | $315.0 萬 | 0.2% | 00.0% | 不變依 5 比 1 拆股換算 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,030 | $307.6 萬 | 0.2% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 10,405 | $301.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 22,856 | $280.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 38,245 | $267.6 萬 | 0.1% | +410+1.1% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 16,064 | $248.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 11,999 | $231.6 萬 | 0.1% | −1,002−7.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,367 | $230.4 萬 | 0.1% | +302+3.3% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 16,873 | $221.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 8,400 | $217.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,667 | $216.6 萬 | 0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 7,514 | $213.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 35,801 | $207.5 萬 | 0.1% | −2,099−5.5% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,780 | $205.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 8,998 | $204.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,777 | $197.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 148,303 | $196.9 萬 | 0.1% | −7,210−4.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,343 | $194.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 7,736 | $193.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 24,800 | $192.2 萬 | 0.1% | 00.0% | 不變 | – |
2023 年第 4 季之後清倉（1 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。