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Scott & Selber, Inc.

SEC CIK
0001315269
最新申報
2026/7/8

2023 年第 2 季持倉

持倉截至 2023/6/30,2023/7/28 申報。只含多頭部位,變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
101
較 2023 年第 1 季 +4
總值
$2.56 億
較 2023 年第 1 季 +$2,081 萬 (+8.9%)
申報日
2023/7/28
SEC
Scott & Selber, Inc. 在 2023 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock116,580$2,261 萬8.8%−129−0.1%減碼歷史
MSFTMicrosoft CorpStock48,669$1,657 萬6.5%−152−0.3%減碼歷史
NVDANVIDIA CorpStock22,932$970.1 萬3.8%−39−0.2%減碼歷史
GOOGAlphabet Inc.Stock74,464$900.8 萬3.5%−139−0.2%減碼歷史
AMZNAmazon Com IncStock61,799$805.6 萬3.2%−126−0.2%減碼歷史
AVGOBroadcom Inc.Stock7,880$683.5 萬2.7%−26−0.3%減碼歷史
BMYBristol Myers Squibb CoStock92,230$589.8 萬2.3%−192−0.2%減碼歷史
MRKMerck & Co., Inc.Stock44,863$517.7 萬2.0%−176−0.4%減碼歷史
HDHome Depot, Inc.Stock15,892$493.7 萬1.9%−41−0.3%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF16,955$479.7 萬1.9%−18−0.1%減碼–
XOMExxonMobil Holdings CorpCOM44,439$476.6 萬1.9%+583+1.3%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF27,440$445.7 萬1.7%−10.0%減碼–
HONHoneywell International IncCOM21,373$443.5 萬1.7%−101−0.5%減碼歷史
BRK.BBerkshire Hathaway IncStock11,951$407.5 萬1.6%−58−0.5%減碼歷史
UNHUnitedHealth Group IncStock8,301$399.0 萬1.6%−26−0.3%減碼歷史
JPMJPMorgan Chase & CoStock25,869$376.2 萬1.5%−94−0.4%減碼歷史
METAMeta Platforms, Inc.Stock12,765$366.3 萬1.4%−33−0.3%減碼歷史
RTXRTX CorpStock36,060$353.2 萬1.4%−151−0.4%減碼歷史
WMBWilliams Companies, Inc.COM103,801$338.7 萬1.3%−412−0.4%減碼歷史
TMOThermo Fisher Scientific Inc.Stock6,346$331.1 萬1.3%−20−0.3%減碼歷史
ABBVAbbVie Inc.Stock24,524$330.4 萬1.3%−74−0.3%減碼歷史
AZOAutoZone IncCOM1,314$327.6 萬1.3%−4−0.3%減碼歷史
BACBank of America CorpStock108,346$310.8 萬1.2%+31,937+41.8%加碼歷史
KMIKinder Morgan, Inc.Stock172,128$296.4 萬1.2%−493−0.3%減碼歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A97,156$283.6 萬1.1%+28,112+40.7%加碼歷史
WMWaste Management IncStock16,346$283.5 萬1.1%−67−0.4%減碼歷史
CSCOCisco Systems, Inc.Stock53,690$277.8 萬1.1%−96−0.2%減碼歷史
Schwab US Dividend Equity ETF808524797ETF37,055$269.1 萬1.1%+208+0.6%加碼–
JNJJohnson & JohnsonStock15,773$261.1 萬1.0%−135−0.8%減碼歷史
VVisa Inc.Stock10,801$256.5 萬1.0%−35−0.3%減碼歷史
CCitigroup IncStock53,336$245.6 萬1.0%−471−0.9%減碼歷史
COPConocoPhillipsStock23,282$241.2 萬0.9%−70−0.3%減碼歷史
SYYSysco CorpStock32,484$241.0 萬0.9%−631−1.9%減碼歷史
ISRGIntuitive Surgical IncCOM NEW6,921$236.7 萬0.9%−21−0.3%減碼歷史
PGProcter & Gamble CoStock15,564$236.2 萬0.9%−58−0.4%減碼歷史
PEPPepsiCo IncStock12,394$229.6 萬0.9%−267−2.1%減碼歷史
ORCLOracle CorpStock18,821$224.1 萬0.9%−31−0.2%減碼歷史
GSGoldman Sachs Group IncStock6,862$221.3 萬0.9%−19−0.3%減碼歷史
MMM3M CoStock21,226$212.5 萬0.8%+9,091+74.9%加碼歷史
MAMastercard IncStock5,373$211.3 萬0.8%−22−0.4%減碼歷史
CVXChevron CorpStock13,313$209.5 萬0.8%+154+1.2%加碼歷史
ZTSZoetis Inc.Stock11,897$204.9 萬0.8%−28−0.2%減碼歷史
LRCXLam Research CorpCOM3,139$201.8 萬0.8%−8−0.3%減碼歷史
UNPUnion Pacific CorpStock9,843$201.4 萬0.8%−28−0.3%減碼歷史
INTUIntuit Inc.Stock4,326$198.2 萬0.8%−14−0.3%減碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF9,454$191.6 萬0.7%+18+0.2%加碼–
DOWDow Inc.Stock35,924$191.3 萬0.7%−273−0.8%減碼歷史
AMATApplied Materials IncStock12,825$185.4 萬0.7%−26−0.2%減碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/999996,556$181.8 萬0.7%−641−0.7%減碼歷史
ADBEAdobe Inc.Stock3,582$175.2 萬0.7%−15−0.4%減碼歷史
MUMicron Technology IncStock27,756$175.2 萬0.7%−85−0.3%減碼歷史
ABTAbbott LaboratoriesStock15,379$167.7 萬0.7%−102−0.7%減碼歷史
LMTLockheed Martin CorpStock3,633$167.3 萬0.7%−13−0.4%減碼歷史
BLKBlackRock, Inc.COM2,360$163.1 萬0.6%−8−0.3%減碼歷史
HUMHumana IncStock3,552$158.8 萬0.6%−13−0.4%減碼歷史
ENBEnbridge IncStock42,343$157.3 萬0.6%−160−0.4%減碼歷史
DGXQuest Diagnostics IncCOM11,107$156.1 萬0.6%−45−0.4%減碼歷史
CMGChipotle Mexican Grill IncCOM725$155.1 萬0.6%−3−0.4%減碼歷史
BABoeing CoStock7,319$154.5 萬0.6%−58−0.8%減碼歷史
VMCVulcan Materials COCOM6,760$152.4 萬0.6%−14−0.2%減碼歷史
DISWalt Disney CoStock16,987$151.7 萬0.6%−142−0.8%減碼歷史
ULTAUlta Beauty, Inc.Stock3,097$145.7 萬0.6%−8−0.3%減碼歷史
SBUXStarbucks CorpStock14,081$139.5 萬0.5%−42−0.3%減碼歷史
COSTCostco Wholesale CorpStock2,483$133.7 萬0.5%−6−0.2%減碼歷史
WFCWells Fargo & CompanyStock30,399$129.7 萬0.5%−128−0.4%減碼歷史
CRMSalesforce, Inc.Stock5,910$124.9 萬0.5%−9−0.2%減碼歷史
ADIAnalog Devices IncStock5,925$115.4 萬0.5%−17−0.3%減碼歷史
PFEPfizer IncStock31,370$115.1 萬0.5%−237−0.7%減碼歷史
LUVSouthwest Airlines CoCOM31,335$113.5 萬0.4%+31,335新進歷史
AMDAdvanced Micro Devices IncStock9,924$113.0 萬0.4%−59−0.6%減碼歷史
NEENextera Energy IncStock15,197$112.8 萬0.4%−54−0.4%減碼歷史
TXNTexas Instruments IncStock5,948$107.1 萬0.4%−45−0.8%減碼歷史
WHRWhirlpool CorpStock7,193$107.0 萬0.4%−50−0.7%減碼歷史
NVSNovartis AGADR10,561$106.6 萬0.4%−26−0.2%減碼歷史
CVSCVS Health CorpStock14,874$102.8 萬0.4%−56−0.4%減碼歷史
PCGPG&E CorpStock59,347$102.6 萬0.4%+59,347新進歷史
ULUnilever PLCSPON ADR NEW19,625$102.3 萬0.4%−40−0.2%減碼歷史
LLYEli Lilly & CoStock2,137$100.2 萬0.4%+18+0.8%加碼歷史
OLNOLIN CorpStock19,231$98.8 萬0.4%−38−0.2%減碼歷史
PYPLPayPal Holdings, Inc.Stock14,532$97.0 萬0.4%−111−0.8%減碼歷史
Invesco QQQ Trust Series I46090E103ETF2,391$88.3 萬0.3%−39−1.6%減碼–
PNCPNC Financial Services Group, Inc.Stock7,005$88.2 萬0.3%−57−0.8%減碼歷史
TGTTarget CorpStock6,531$86.1 萬0.3%−50−0.8%減碼歷史
GILDGilead Sciences, Inc.Stock11,097$85.5 萬0.3%−28−0.3%減碼歷史
QCOMQualcomm IncStock6,997$83.3 萬0.3%−57−0.8%減碼歷史
AMGNAmgen IncStock3,645$80.9 萬0.3%−13−0.4%減碼歷史
ELEstee Lauder Companies IncCL A4,089$80.3 萬0.3%−9−0.2%減碼歷史
CCICrown Castle Inc.REIT6,388$72.8 萬0.3%−42−0.7%減碼歷史
CBRLCracker Barrel Old Country Store, IncCOM7,803$72.7 萬0.3%−54−0.7%減碼歷史
GDGeneral Dynamics CorpStock3,257$70.1 萬0.3%−26−0.8%減碼歷史
IFFInternational Flavors & Fragrances IncCOM7,175$57.1 萬0.2%−55−0.8%減碼歷史
YUMYum Brands IncStock4,000$55.4 萬0.2%+4,000新進歷史
Vanguard High Dividend Yield Index ETF921946406ETF4,777$50.7 萬0.2%+21+0.4%加碼–
iShares Core Dividend Growth ETF46434V621ETF8,215$42.3 萬0.2%+20.0%加碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF3,000$41.5 萬0.2%00.0%不變–
Schwab U.S. Broad Market ETF808524102ETF7,145$36.9 萬0.1%+4+0.1%加碼–
KOCoca Cola CoStock4,230$25.5 萬0.1%00.0%不變歷史
ADPAutomatic Data Processing IncStock1,160$25.5 萬0.1%00.0%不變歷史
JLLJones Lang Lasalle IncCOM1,570$24.5 萬0.1%+1,570新進歷史
TSLATesla, Inc.Stock866$22.7 萬0.1%+866新進歷史

2023 年第 1 季之後清倉(2 檔)

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

Scott & Selber, Inc. 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
RFRegions Financial CorpCOM110,283$204.7 萬0.9%歷史
CMAComerica IncCOM43,517$189.0 萬0.8%歷史