Leuthold Group, LLC
- SEC CIK
- 0001170152
- 最新申報
- 2026/8/4
2024 年第 2 季到 2024 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 25 檔
- 估計 +$5,815 萬
- 加碼
- 21 檔
- 估計 +$4,040 萬
- 減碼
- 123 檔
- 估計 −$5,871 萬
- 清倉
- 33 檔
- 估計 −$5,988 萬
總值從 $8.65 億變成 $9.00 億（+$3,442 萬 (+4.0%)），持股從 180 檔變成 172 檔（−8）。
2024 年第 3 季全部持倉2024 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 3 季，下面灰字是 2024 年第 2 季。兩季之間拆股的股票，2024 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | 減碼歷史 | 56,58966,053 | −9,464−14.3% | $2,435 萬$2,952 萬 | −$407.2 萬 | 2.7%3.4% | −0.71 |
| iShares Tr464288638 | 加碼– | 394,901389,904 | +4,997+1.3% | $2,121 萬$1,999 萬 | +$26.8 萬 | 2.4%2.3% | +0.05 |
| METAMeta Platforms, Inc. | 減碼歷史 | 33,42940,895 | −7,466−18.3% | $1,914 萬$2,062 萬 | −$427.4 萬 | 2.1%2.4% | −0.26 |
| AAPLApple Inc. | 減碼歷史 | 76,88693,601 | −16,715−17.9% | $1,791 萬$1,971 萬 | −$389.5 萬 | 2.0%2.3% | −0.29 |
| Direxion Shares ETF Trust25460E869 | 減碼– | 1,483,0441,711,236 | −228,192−13.3% | $1,661 萬$2,014 萬 | −$255.6 萬 | 1.8%2.3% | −0.48 |
| iShares Tr464288117 | 減碼– | 394,614401,174 | −6,560−1.6% | $1,650 萬$1,549 萬 | −$27.4 萬 | 1.8%1.8% | +0.04 |
| PRGSProgress Software Corp | 加碼歷史 | 409,75238,726 | +371,026+958.1% | $1,616 萬$210.1 萬 | +$1,463 萬 | 1.8%0.2% | +1.55 |
| PHMPultegroup Inc | 減碼歷史 | 107,442114,618 | −7,176−6.3% | $1,542 萬$1,262 萬 | −$103.0 萬 | 1.7%1.5% | +0.26 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | 加碼– | 428,312283,083 | +145,229+51.3% | $1,444 萬$921.7 萬 | +$489.6 萬 | 1.6%1.1% | +0.54 |
| Simplify Exchange Traded Fun82889N525 | 加碼– | 273,375185,792 | +87,583+47.1% | $1,407 萬$935.6 萬 | +$450.9 萬 | 1.6%1.1% | +0.48 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 減碼– | 60,44073,017 | −12,577−17.2% | $1,364 萬$1,652 萬 | −$283.9 萬 | 1.5%1.9% | −0.39 |
| DHIHorton D R Inc | 減碼歷史 | 70,97675,112 | −4,136−5.5% | $1,354 萬$1,059 萬 | −$78.9 萬 | 1.5%1.2% | +0.28 |
| ORCLOracle Corp | 減碼歷史 | 75,96078,862 | −2,902−3.7% | $1,294 萬$1,114 萬 | −$49.5 萬 | 1.4%1.3% | +0.15 |
| GOOGLAlphabet Inc. | 減碼歷史 | 76,17696,280 | −20,104−20.9% | $1,263 萬$1,754 萬 | −$333.4 萬 | 1.4%2.0% | −0.62 |
| LRCXLam Research Corp | 減碼歷史 | 15,31320,497 | −5,184−25.3% | $1,250 萬$2,183 萬 | −$423.1 萬 | 1.4%2.5% | −1.13 |
| iShares Tr464288588 | 減碼– | 130,168131,587 | −1,419−1.1% | $1,247 萬$1,208 萬 | −$13.6 萬 | 1.4%1.4% | −0.01 |
| URIUnited Rentals, Inc. | 減碼歷史 | 15,39316,038 | −645−4.0% | $1,246 萬$1,037 萬 | −$52.2 萬 | 1.4%1.2% | +0.19 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 加碼– | 274,892258,766 | +16,126+6.2% | $1,246 萬$1,064 萬 | +$73.1 萬 | 1.4%1.2% | +0.16 |
| iShares Tr464287457 | 減碼– | 140,785143,792 | −3,007−2.1% | $1,171 萬$1,174 萬 | −$25.0 萬 | 1.3%1.4% | −0.06 |
| NFLXNetflix Inc | 減碼歷史 | 16,24716,741 | −494−3.0% | $1,152 萬$1,130 萬 | −$35.0 萬 | 1.3%1.3% | −0.02 |
| AMATApplied Materials Inc | 減碼歷史 | 56,52677,714 | −21,188−27.3% | $1,142 萬$1,834 萬 | −$428.1 萬 | 1.3%2.1% | −0.85 |
| TOLToll Brothers, Inc. | 減碼歷史 | 72,29376,480 | −4,187−5.5% | $1,117 萬$880.9 萬 | −$64.7 萬 | 1.2%1.0% | +0.22 |
| SPDR Series Trust78464A516 | 減碼– | 410,174413,245 | −3,071−0.7% | $958.2 萬$885.6 萬 | −$7.17 萬 | 1.1%1.0% | +0.04 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 16,36317,547 | −1,184−6.7% | $956.7 萬$893.6 萬 | −$69.2 萬 | 1.1%1.0% | +0.03 |
| RGAReinsurance Group of America Inc | 減碼歷史 | 43,04744,226 | −1,179−2.7% | $937.9 萬$907.8 萬 | −$25.7 萬 | 1.0%1.0% | −0.01 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | 減碼– | 103,644126,505 | −22,861−18.1% | $936.9 萬$1,084 萬 | −$206.7 萬 | 1.0%1.3% | −0.21 |
| CRHCRH Public Ltd Co | 減碼歷史 | 98,484102,559 | −4,075−4.0% | $913.3 萬$769.0 萬 | −$37.8 萬 | 1.0%0.9% | +0.13 |
| TMUST-Mobile US, Inc. | 加碼歷史 | 44,19842,585 | +1,613+3.8% | $912.1 萬$750.3 萬 | +$33.3 萬 | 1.0%0.9% | +0.15 |
| ProShares Tr74348A210 | 減碼– | 479,030568,981 | −89,951−15.8% | $905.8 萬$1,184 萬 | −$170.1 萬 | 1.0%1.4% | −0.36 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 15,56915,765 | −196−1.2% | $898.1 萬$862.7 萬 | −$11.3 萬 | 1.0%1.0% | 0.00 |
| LENLennar Corp | 減碼歷史 | 47,60149,922 | −2,321−4.6% | $892.4 萬$748.2 萬 | −$43.5 萬 | 1.0%0.9% | +0.13 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 76,05178,368 | −2,317−3.0% | $891.5 萬$902.2 萬 | −$27.2 萬 | 1.0%1.0% | −0.05 |
| MCKMcKesson Corp | 減碼歷史 | 17,43017,907 | −477−2.7% | $861.8 萬$1,046 萬 | −$23.6 萬 | 1.0%1.2% | −0.25 |
| MAMastercard Inc | 減碼歷史 | 17,03518,240 | −1,205−6.6% | $841.2 萬$804.7 萬 | −$59.5 萬 | 0.9%0.9% | +0.01 |
| GSGoldman Sachs Group Inc | 加碼歷史 | 16,87114,946 | +1,925+12.9% | $835.3 萬$676.0 萬 | +$95.3 萬 | 0.9%0.8% | +0.15 |
| RNRRenaissancere Holdings Ltd | 減碼歷史 | 30,30931,316 | −1,007−3.2% | $825.6 萬$699.9 萬 | −$27.4 萬 | 0.9%0.8% | +0.11 |
| JBLJabil Inc | 減碼歷史 | 67,48370,249 | −2,766−3.9% | $808.6 萬$764.2 萬 | −$33.1 萬 | 0.9%0.9% | +0.02 |
| HCAHCA Healthcare, Inc. | 減碼歷史 | 19,71019,920 | −210−1.1% | $801.1 萬$640.0 萬 | −$8.54 萬 | 0.9%0.7% | +0.15 |
| MSMorgan Stanley | 加碼歷史 | 76,52366,828 | +9,695+14.5% | $797.7 萬$649.5 萬 | +$101.1 萬 | 0.9%0.8% | +0.14 |
| CAHCardinal Health Inc | 減碼歷史 | 68,72170,659 | −1,938−2.7% | $759.5 萬$694.7 萬 | −$21.4 萬 | 0.8%0.8% | +0.04 |
| CORCencora, Inc. | 減碼歷史 | 33,62735,087 | −1,460−4.2% | $756.9 萬$790.5 萬 | −$32.9 萬 | 0.8%0.9% | −0.07 |
| FLEXFlex Ltd. | 減碼歷史 | 222,882232,013 | −9,131−3.9% | $745.1 萬$684.2 萬 | −$30.5 萬 | 0.8%0.8% | +0.04 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 34,83830,159 | +4,679+15.5% | $734.6 萬$610.0 萬 | +$98.7 萬 | 0.8%0.7% | +0.11 |
| MTHMeritage Homes CORP | 減碼歷史 | 35,19837,245 | −2,047−5.5% | $721.8 萬$602.8 萬 | −$42.0 萬 | 0.8%0.7% | +0.11 |
| SHELShell plc | 減碼歷史 | 107,860112,638 | −4,778−4.2% | $711.3 萬$813.0 萬 | −$31.5 萬 | 0.8%0.9% | −0.15 |
| EGEverest Group, Ltd. | 減碼歷史 | 18,02518,571 | −546−2.9% | $706.3 萬$707.6 萬 | −$21.4 萬 | 0.8%0.8% | −0.03 |
| BACBank of America Corp | 加碼歷史 | 175,850151,046 | +24,804+16.4% | $697.8 萬$600.7 萬 | +$98.4 萬 | 0.8%0.7% | +0.08 |
| KLACKLA Corp | 減碼歷史 | 8,68313,456 | −4,773−35.5% | $672.4 萬$1,109 萬 | −$369.6 萬 | 0.7%1.3% | −0.53 |
| TJXTJX Companies Inc | 減碼歷史 | 56,92259,343 | −2,421−4.1% | $669.1 萬$653.4 萬 | −$28.5 萬 | 0.7%0.8% | −0.01 |
| ELVElevance Health, Inc. | 減碼歷史 | 12,70013,546 | −846−6.2% | $660.4 萬$734.0 萬 | −$44.0 萬 | 0.7%0.8% | −0.11 |
| TELTE Connectivity plc | 減碼歷史 | 43,70745,495 | −1,788−3.9% | $659.9 萬$684.4 萬 | −$27.0 萬 | 0.7%0.8% | −0.06 |
| CHKPCheck Point Software Technologies Ltd | 減碼歷史 | 33,41634,500 | −1,084−3.1% | $644.3 萬$569.3 萬 | −$20.9 萬 | 0.7%0.7% | +0.06 |
| iShares Core MSCI Eafe ETF46432F842 | 減碼– | 81,22882,252 | −1,024−1.2% | $634.0 萬$597.5 萬 | −$7.99 萬 | 0.7%0.7% | +0.01 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 13,73814,285 | −547−3.8% | $632.3 萬$581.1 萬 | −$25.2 萬 | 0.7%0.7% | +0.03 |
| VanEck ETF Trust92189H300 | 減碼– | 248,897255,726 | −6,829−2.7% | $632.2 萬$608.1 萬 | −$17.3 萬 | 0.7%0.7% | 0.00 |
| VVisa Inc. | 減碼歷史 | 22,66824,222 | −1,554−6.4% | $623.3 萬$635.8 萬 | −$42.7 萬 | 0.7%0.7% | −0.04 |
| AERAerCap Holdings N.V. | 減碼歷史 | 65,33968,298 | −2,959−4.3% | $618.9 萬$636.5 萬 | −$28.0 萬 | 0.7%0.7% | −0.05 |
| EXPEagle Materials Inc | 減碼歷史 | 21,42322,197 | −774−3.5% | $616.2 萬$482.7 萬 | −$22.3 萬 | 0.7%0.6% | +0.13 |
| THCTenet Healthcare Corp | 減碼歷史 | 36,08736,215 | −128−0.4% | $599.8 萬$481.8 萬 | −$2.13 萬 | 0.7%0.6% | +0.11 |
| CBChubb Ltd | 加碼歷史 | 20,67211,596 | +9,076+78.3% | $596.2 萬$295.8 萬 | +$261.7 萬 | 0.7%0.3% | +0.32 |
| TAT&T Inc. | 加碼歷史 | 266,841197,214 | +69,627+35.3% | $587.1 萬$376.9 萬 | +$153.2 萬 | 0.7%0.4% | +0.22 |
| CMCanadian Imperial Bank of Commerce | 減碼歷史 | 93,54896,757 | −3,209−3.3% | $573.8 萬$460.0 萬 | −$19.7 萬 | 0.6%0.5% | +0.11 |
| TMHCTaylor Morrison Home Corp | 減碼歷史 | 80,82383,810 | −2,987−3.6% | $567.9 萬$464.6 萬 | −$21.0 萬 | 0.6%0.5% | +0.09 |
| DISWalt Disney Co | 新進歷史 | 58,1480 | +58,148 | $559.3 萬$0 | +$559.3 萬 | 0.6%0.0% | +0.62 |
| SPDR Series Trust78464A151 | 減碼– | 181,900183,479 | −1,579−0.9% | $556.6 萬$526.9 萬 | −$4.83 萬 | 0.6%0.6% | +0.01 |
| iShares Tr464288752 | 減碼– | 42,88843,963 | −1,075−2.4% | $545.1 萬$444.3 萬 | −$13.7 萬 | 0.6%0.5% | +0.09 |
| WCCWesco International Inc | 減碼歷史 | 32,31533,799 | −1,484−4.4% | $542.8 萬$535.8 萬 | −$24.9 萬 | 0.6%0.6% | −0.02 |
| FTNTFortinet, Inc. | 減碼歷史 | 69,55071,850 | −2,300−3.2% | $539.4 萬$433.0 萬 | −$17.8 萬 | 0.6%0.5% | +0.10 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 52,14438,742 | +13,402+34.6% | $528.1 萬$376.1 萬 | +$135.7 萬 | 0.6%0.4% | +0.15 |
| UHSUniversal Health Services Inc | 減碼歷史 | 22,92823,215 | −287−1.2% | $525.1 萬$429.3 萬 | −$6.57 萬 | 0.6%0.5% | +0.09 |
| ROSTRoss Stores, Inc. | 減碼歷史 | 34,86036,373 | −1,513−4.2% | $524.7 萬$528.6 萬 | −$22.8 萬 | 0.6%0.6% | −0.03 |
| KBHKB Home | 減碼歷史 | 60,66263,547 | −2,885−4.5% | $519.8 萬$446.0 萬 | −$24.7 萬 | 0.6%0.5% | +0.06 |
| CATCaterpillar Inc | 減碼歷史 | 13,22913,733 | −504−3.7% | $517.4 萬$457.4 萬 | −$19.7 萬 | 0.6%0.5% | +0.05 |
| MTBM&T Bank Corp | 加碼歷史 | 28,66021,290 | +7,370+34.6% | $510.5 萬$322.2 萬 | +$131.3 萬 | 0.6%0.4% | +0.19 |
| ADBEAdobe Inc. | 減碼歷史 | 9,6869,801 | −115−1.2% | $501.5 萬$544.5 萬 | −$5.95 萬 | 0.6%0.6% | −0.07 |
| MTCHMatch Group, Inc. | 減碼歷史 | 131,194135,856 | −4,662−3.4% | $496.4 萬$412.7 萬 | −$17.6 萬 | 0.6%0.5% | +0.07 |
| CNCCentene Corp | 減碼歷史 | 62,97367,185 | −4,212−6.3% | $474.1 萬$445.4 萬 | −$31.7 萬 | 0.5%0.5% | +0.01 |
| CARGCarGurus, Inc. | 減碼歷史 | 157,194162,791 | −5,597−3.4% | $472.1 萬$426.5 萬 | −$16.8 萬 | 0.5%0.5% | +0.03 |
| iShares Tr464287440 | 減碼– | 47,51148,045 | −534−1.1% | $466.2 萬$449.9 萬 | −$5.24 萬 | 0.5%0.5% | 0.00 |
| Vanguard Scottsdale FDS92206C714 | 減碼– | 55,45756,148 | −691−1.2% | $462.1 萬$429.9 萬 | −$5.76 萬 | 0.5%0.5% | +0.02 |
| FXEInvesco CurrencyShares Euro Trust | 減碼歷史 | 44,90845,360 | −452−1.0% | $461.9 萬$448.9 萬 | −$4.65 萬 | 0.5%0.5% | −0.01 |
| FXYInvesco CurrencyShares Japanese Yen Trust | 減碼歷史 | 71,11171,501 | −390−0.5% | $457.2 萬$411.3 萬 | −$2.51 萬 | 0.5%0.5% | +0.03 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | 加碼– | 29,64215,742 | +13,900+88.3% | $456.5 萬$229.4 萬 | +$214.1 萬 | 0.5%0.3% | +0.24 |
| HIGHartford Insurance Group, Inc. | 加碼歷史 | 38,78932,770 | +6,019+18.4% | $456.2 萬$329.5 萬 | +$70.8 萬 | 0.5%0.4% | +0.13 |
| MLMMartin Marietta Materials Inc | 減碼歷史 | 8,4548,828 | −374−4.2% | $455.0 萬$478.3 萬 | −$20.1 萬 | 0.5%0.6% | −0.05 |
| SUMSummit Materials, Inc. | 減碼歷史 | 113,175117,382 | −4,207−3.6% | $441.7 萬$429.7 萬 | −$16.4 萬 | 0.5%0.5% | −0.01 |
| ACGLArch Capital Group Ltd. | 新進歷史 | 38,8910 | +38,891 | $435.1 萬$0 | +$435.1 萬 | 0.5%0.0% | +0.48 |
| HBANHuntington Bancshares Inc | 新進歷史 | 287,7190 | +287,719 | $422.9 萬$0 | +$422.9 萬 | 0.5%0.0% | +0.47 |
| CFGCitizens Financial Group Inc | 新進歷史 | 101,4420 | +101,442 | $416.6 萬$0 | +$416.6 萬 | 0.5%0.0% | +0.46 |
| TRVTravelers Companies, Inc. | 新進歷史 | 17,6470 | +17,647 | $413.2 萬$0 | +$413.2 萬 | 0.5%0.0% | +0.46 |
| PCARPaccar Inc | 減碼歷史 | 41,56543,975 | −2,410−5.5% | $410.2 萬$452.7 萬 | −$23.8 萬 | 0.5%0.5% | −0.07 |
| ALLAllstate Corp | 新進歷史 | 21,2310 | +21,231 | $402.6 萬$0 | +$402.6 萬 | 0.4%0.0% | +0.45 |
| iShares U.S. Healthcare Providers ETF464288828 | 加碼– | 70,44856,942 | +13,506+23.7% | $402.3 萬$298.5 萬 | +$77.1 萬 | 0.4%0.3% | +0.10 |
| ALSNAllison Transmission Holdings Inc | 減碼歷史 | 41,10643,225 | −2,119−4.9% | $394.9 萬$328.1 萬 | −$20.4 萬 | 0.4%0.4% | +0.06 |
| SMFGSumitomo Mitsui Financial Group, Inc. | 新進歷史 | 309,3290 | +309,329 | $390.7 萬$0 | +$390.7 萬 | 0.4%0.0% | +0.43 |
| AIZAssurant, Inc. | 減碼歷史 | 18,91919,639 | −720−3.7% | $376.2 萬$326.5 萬 | −$14.3 萬 | 0.4%0.4% | +0.04 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | 減碼– | 27,45928,146 | −687−2.4% | $371.9 萬$343.0 萬 | −$9.30 萬 | 0.4%0.4% | +0.02 |
| NMIHNMI Holdings, Inc. | 減碼歷史 | 87,55791,566 | −4,009−4.4% | $360.6 萬$311.7 萬 | −$16.5 萬 | 0.4%0.4% | +0.04 |
| Barrick Gold Corp067901108 | 新進– | 172,9210 | +172,921 | $343.9 萬$0 | +$343.9 萬 | 0.4%0.0% | +0.38 |
| BCCBoise Cascade Co | 減碼歷史 | 24,28624,874 | −588−2.4% | $342.4 萬$296.5 萬 | −$8.29 萬 | 0.4%0.3% | +0.04 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。