Menlo Advisors LLC
- SEC CIK
- 0001279708
- 最新申報
- 2026/9/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/19 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 29
- 較 2023 年第 4 季 +1
- 總值
- $1.75 億
- 較 2023 年第 4 季 +$1,212 萬 (+7.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 65,412 | $2,751 萬 | 15.7% | −990−1.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 79,503 | $1,211 萬 | 6.9% | −370−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,122 | $1,183 萬 | 6.8% | −245−0.9% | 減碼 | 歷史 |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 247,898 | $1,114 萬 | 6.4% | +435+0.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 53,816 | $1,107 萬 | 6.3% | −151−0.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 66,410 | $1,002 萬 | 5.7% | −600−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 54,411 | $933.0 萬 | 5.3% | −500−0.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 69,587 | $790.9 萬 | 4.5% | −365−0.5% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 75,155 | $755.9 萬 | 4.3% | −435−0.6% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 235,615 | $745.0 萬 | 4.3% | −800−0.3% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 39,102 | $712.0 萬 | 4.1% | +1,430+3.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 82,524 | $658.2 萬 | 3.8% | −2,265−2.7% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 62,729 | $592.2 萬 | 3.4% | +245+0.4% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 12,380 | $563.1 萬 | 3.2% | −77−0.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 96,278 | $480.5 萬 | 2.8% | −165−0.2% | 減碼 | 歷史 |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 85,034 | $419.1 萬 | 2.4% | +4,960+6.2% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 85,075 | $418.2 萬 | 2.4% | +21,645+34.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 22,369 | $393.2 萬 | 2.3% | +270+1.2% | 加碼 | 歷史 |
| SWNSouthwestern Energy Co | COM | 458,540 | $347.5 萬 | 2.0% | −16,050−3.4% | 減碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 201,114 | $305.0 萬 | 1.7% | −402−0.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 20,063 | $245.4 萬 | 1.4% | −75−0.4% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 17,737 | $229.4 萬 | 1.3% | −90−0.5% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 28,160 | $214.5 萬 | 1.2% | −100−0.4% | 減碼 | – |
| HHHHoward Hughes Holdings Inc. | COM | 15,386 | $111.7 萬 | 0.6% | −70−0.5% | 減碼 | 歷史 |
| Liberty Media Corp531229789 | Stock | 30,410 | $90.3 萬 | 0.5% | −140−0.5% | 減碼 | – |
| Direxion Shs ETF Tr25461A304 | DLY AAPL BEAR 1X | 18,500 | $41.9 萬 | 0.2% | +18,500 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 470 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 636 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARAYAccuray Inc | COM | 10,000 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |