Suncoast Equity Management
- SEC CIK
- 0001315059
- 最新申報
- 2026/8/4
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/29 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 46
- 較 2021 年第 1 季 +2
- 總值
- $7.66 億
- 較 2021 年第 1 季 +$8,650 萬 (+12.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 259,012 | $7,017 萬 | 9.2% | −406−0.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 204,423 | $6,026 萬 | 7.9% | −560.0% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 189,181 | $5,514 萬 | 7.2% | +410+0.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 20,692 | $5,186 萬 | 6.8% | −316−1.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 140,649 | $4,891 萬 | 6.4% | +360.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 83,124 | $4,868 萬 | 6.4% | −542−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 333,846 | $4,572 萬 | 6.0% | +2,722+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 185,147 | $4,329 萬 | 5.7% | −649−0.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 132,729 | $4,233 萬 | 5.5% | +640+0.5% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 137,389 | $3,568 萬 | 4.7% | +245+0.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 65,541 | $3,213 萬 | 4.2% | −824−1.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 80,808 | $2,950 萬 | 3.9% | −125−0.2% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 189,107 | $2,922 萬 | 3.8% | −1,129−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,457 | $2,909 萬 | 3.8% | −5−0.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 97,723 | $2,716 萬 | 3.5% | −428−0.4% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 44,000 | $2,458 萬 | 3.2% | −440−1.0% | 減碼 | 歷史 |
| VMWVmware LLC | CL A COM | 118,122 | $1,890 萬 | 2.5% | +315+0.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 147,449 | $1,709 萬 | 2.2% | +190+0.1% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 89,400 | $1,663 萬 | 2.2% | +183+0.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 167,677 | $1,304 萬 | 1.7% | +1,007+0.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,774 | $1,166 萬 | 1.5% | +292+6.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,436 | $177.6 萬 | 0.2% | +196+4.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,320 | $145.1 萬 | 0.2% | +230+3.8% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,409 | $120.1 萬 | 0.2% | +305+7.4% | 加碼依 3 比 1 拆股換算 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 6,855 | $110.7 萬 | 0.1% | +400+6.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,458 | $93.0 萬 | 0.1% | +160+7.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,450 | $83.9 萬 | 0.1% | +1,615+27.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,320 | $78.8 萬 | 0.1% | +375+7.6% | 加碼 | 歷史 |
| HSYHershey Co | COM | 4,320 | $75.2 萬 | 0.1% | +205+5.0% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 5,605 | $64.2 萬 | 0.1% | +470+9.2% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,945 | $58.3 萬 | 0.1% | +215+7.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 7,490 | $45.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Berkshire Hat A 100th084990175 | COM | 100 | $41.9 萬 | 0.1% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 2,000 | $38.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 732 | $37.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,410 | $32.6 萬 | <0.1% | +5+0.4% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 590 | $31.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,836 | $30.2 萬 | <0.1% | +5+0.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,897 | $30.1 萬 | <0.1% | 00.0% | 不變 | – |
| POOLPool Corp | COM | 645 | $29.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,750 | $28.8 萬 | <0.1% | 00.0% | 不變 | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,175 | $25.3 萬 | <0.1% | −785−26.5% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 800 | $24.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 640 | $24.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,270 | $23.5 萬 | <0.1% | +2,270 | 新進 | 歷史 |
| STESTERIS plc | SHS USD | 980 | $20.2 萬 | <0.1% | +980 | 新進 | 歷史 |