Hyman Charles D
- SEC CIK
- 0001135077
- 最新申報
- 2024/7/25
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/25 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 242
- 較 2024 年第 1 季 −6
- 總值
- $17.9 億
- 較 2024 年第 1 季 −$1,471 萬 (−0.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 326,378 | $1.33 億 | 7.4% | −360−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 275,311 | $1.23 億 | 6.9% | −1,135−0.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 481,246 | $1.01 億 | 5.6% | −904−0.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 72,988 | $6,204 萬 | 3.5% | +225+0.3% | 加碼 | 歷史 |
| FRPHFRP Holdings, Inc. | COM | 1,937,268 | $5,525 萬 | 3.1% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| CATCaterpillar Inc | Stock | 160,161 | $5,335 萬 | 3.0% | −375−0.2% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 197,694 | $4,916 萬 | 2.7% | −17,160−8.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 324,089 | $4,576 萬 | 2.6% | +490.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 103,434 | $4,563 萬 | 2.5% | +77+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 297,667 | $4,351 萬 | 2.4% | −5,365−1.8% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 77,241 | $4,133 萬 | 2.3% | +504+0.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 157,522 | $4,014 萬 | 2.2% | −1,941−1.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 185,884 | $3,760 萬 | 2.1% | −287−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 186,035 | $3,595 萬 | 2.0% | +73,900+65.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 102,374 | $3,524 萬 | 2.0% | −396−0.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 451,187 | $3,500 萬 | 2.0% | +2,555+0.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 93,098 | $3,478 萬 | 1.9% | −350.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 190,850 | $3,148 萬 | 1.8% | −1,118−0.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 184,930 | $3,050 萬 | 1.7% | −431−0.2% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 270,604 | $2,981 萬 | 1.7% | +270+0.1% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 786,843 | $2,632 萬 | 1.5% | −11,844−1.5% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 169,271 | $2,390 萬 | 1.3% | −500−0.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 189,656 | $2,348 萬 | 1.3% | +2,265+1.2% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 248,206 | $2,217 萬 | 1.2% | −1,289−0.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 49,507 | $2,202 萬 | 1.2% | +13,306+36.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 137,119 | $2,145 萬 | 1.2% | +105+0.1% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 94,910 | $2,122 萬 | 1.2% | −712−0.7% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 94,824 | $2,036 萬 | 1.1% | −352−0.4% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 43,121 | $2,014 萬 | 1.1% | −75−0.2% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 406,870 | $1,977 萬 | 1.1% | −2,600−0.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 41,024 | $1,856 萬 | 1.0% | −350−0.8% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 106,988 | $1,850 萬 | 1.0% | −1,324−1.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 273,000 | $1,738 萬 | 1.0% | −254−0.1% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 170,889 | $1,713 萬 | 1.0% | −1,446−0.8% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 142,693 | $1,632 萬 | 0.9% | −850−0.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 388,430 | $1,602 萬 | 0.9% | −11,647−2.9% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 58,320 | $1,505 萬 | 0.8% | −360−0.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 177,556 | $1,382 萬 | 0.8% | −4,611−2.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 15,143 | $1,371 萬 | 0.8% | −125−0.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 111,109 | $1,279 萬 | 0.7% | +12,354+12.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 100,054 | $1,004 萬 | 0.6% | −840−0.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 80,214 | $991.0 萬 | 0.6% | −456−0.6% | 減碼依 10 比 1 拆股換算 | 歷史 |
| BACBank of America Corp | Stock | 248,963 | $990.1 萬 | 0.6% | +3,201+1.3% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 21,218 | $925.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PKGPackaging Corp of America | Stock | 46,535 | $849.5 萬 | 0.5% | +134+0.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 37,878 | $808.8 萬 | 0.5% | −50.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 43,957 | $806.3 萬 | 0.4% | −194−0.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 190,354 | $790.5 萬 | 0.4% | −9,935−5.0% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 13,928 | $754.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 14,380 | $719.2 萬 | 0.4% | +145+1.0% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 59,458 | $602.5 萬 | 0.3% | −1,784−2.9% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 27,550 | $592.4 萬 | 0.3% | −300−1.1% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 59,320 | $575.6 萬 | 0.3% | −550−0.9% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 27,106 | $551.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 21,379 | $549.7 萬 | 0.3% | −100−0.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 70,967 | $534.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 67,088 | $525.5 萬 | 0.3% | −105−0.2% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 29,433 | $504.8 萬 | 0.3% | −152−0.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,054 | $481.7 萬 | 0.3% | +943+10.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 70,612 | $478.1 萬 | 0.3% | −350.0% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 44,635 | $463.8 萬 | 0.3% | +30+0.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 19,426 | $463.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 100,926 | $459.7 萬 | 0.3% | −5,920−5.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 16,367 | $429.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 31,028 | $428.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,357 | $425.6 萬 | 0.2% | −33−0.4% | 減碼 | 歷史 |
| MMM3M Co | Stock | 41,381 | $422.9 萬 | 0.2% | −4,510−9.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 150,341 | $420.7 萬 | 0.2% | −4,972−3.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 22,927 | $417.6 萬 | 0.2% | −80−0.3% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 6,188 | $406.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 12,260 | $405.3 萬 | 0.2% | +528+4.5% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 61,468 | $402.2 萬 | 0.2% | −1,875−3.0% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 99,991 | $388.5 萬 | 0.2% | −4,348−4.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 52,688 | $373.1 萬 | 0.2% | −1,220−2.3% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 15,330 | $363.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 36,442 | $361.8 萬 | 0.2% | −573−1.5% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 99,841 | $355.3 萬 | 0.2% | −1,868−1.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 68,692 | $326.4 萬 | 0.2% | −2,025−2.9% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 36,945 | $321.1 萬 | 0.2% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 10,405 | $312.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,030 | $292.6 萬 | 0.2% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 22,856 | $271.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 94,802 | $269.1 萬 | 0.1% | −1,039−1.1% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 38,245 | $241.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 7,619 | $238.1 萬 | 0.1% | +105+1.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,780 | $229.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 16,064 | $222.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 8,400 | $214.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,367 | $211.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,608 | $211.3 萬 | 0.1% | −125−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,667 | $209.8 萬 | 0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 9,043 | $209.4 萬 | 0.1% | +45+0.5% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 16,873 | $208.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,297 | $208.2 萬 | 0.1% | +625+93.0% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 34,951 | $207.6 萬 | 0.1% | −850−2.4% | 減碼 | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 24,800 | $204.8 萬 | 0.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,753 | $204.2 萬 | 0.1% | −24−0.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 103,386 | $197.6 萬 | 0.1% | +3,000+3.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,736 | $193.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,343 | $184.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（11 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 362,675 | $1,602 萬 | 0.9% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 5,365 | $140.8 萬 | 0.1% | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 37,169 | $41.9 萬 | <0.1% | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,826 | $37.3 萬 | <0.1% | – |
| RSGRepublic Services, Inc. | COM | 1,800 | $34.5 萬 | <0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,961 | $26.2 萬 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 12,099 | $26.2 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 2,818 | $22.5 萬 | <0.1% | 歷史 |
| CMECME Group Inc. | COM | 955 | $20.6 萬 | <0.1% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 977 | $20.0 萬 | <0.1% | 歷史 |
| Lumiradx LimitedG5709L109 | SHS | 30,000 | $0 | 0.0% | – |