Scott & Selber, Inc.
- SEC CIK
- 0001315269
- 最新申報
- 2026/7/8
2024 年第 2 季持倉
持倉截至 2024/6/30,2024/7/29 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 86
- 較 2024 年第 1 季 −1
- 總值
- $3.14 億
- 較 2024 年第 1 季 +$1,966 萬 (+6.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 213,797 | $2,641 萬 | 8.4% | +2,817+1.3% | 加碼依 10 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 117,548 | $2,476 萬 | 7.9% | +1,426+1.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 48,772 | $2,180 萬 | 7.0% | +730+1.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 74,774 | $1,372 萬 | 4.4% | +1,158+1.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,872 | $1,264 萬 | 4.0% | +103+1.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 62,014 | $1,198 萬 | 3.8% | +949+1.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,873 | $649.1 萬 | 2.1% | +273+2.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,957 | $634.2 萬 | 2.0% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 45,035 | $557.5 萬 | 1.8% | +707+1.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,909 | $547.7 萬 | 1.7% | +257+1.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 26,775 | $541.6 萬 | 1.7% | +362+1.4% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 271,854 | $540.2 萬 | 1.7% | +4,384+1.6% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 82,279 | $522.1 萬 | 1.7% | +1,447+1.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 45,201 | $520.4 萬 | 1.7% | +667+1.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,991 | $487.8 萬 | 1.6% | +208+1.8% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 25,075 | $457.7 萬 | 1.5% | −2,356−8.6% | 減碼 | – |
| HONHoneywell International Inc | COM | 21,409 | $457.2 萬 | 1.5% | +294+1.4% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 104,211 | $442.9 萬 | 1.4% | +1,710+1.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 108,918 | $433.2 萬 | 1.4% | +1,858+1.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,329 | $424.2 萬 | 1.4% | +131+1.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,352 | $417.7 萬 | 1.3% | +164+0.7% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 1,325 | $392.7 萬 | 1.3% | +20+1.5% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 27,974 | $367.9 萬 | 1.2% | +524+1.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 35,952 | $360.9 萬 | 1.2% | +568+1.6% | 加碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 188,785 | $353.4 萬 | 1.1% | +3,089+1.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,376 | $352.6 萬 | 1.1% | +103+1.6% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 16,408 | $350.0 萬 | 1.1% | +255+1.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 3,155 | $336.0 萬 | 1.1% | +51+1.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 69,587 | $330.6 萬 | 1.1% | +1,146+1.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,869 | $310.7 萬 | 1.0% | +110+1.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,935 | $308.5 萬 | 1.0% | +105+1.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,919 | $304.9 萬 | 1.0% | +220+1.7% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,336 | $285.0 萬 | 0.9% | +70+1.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 10,855 | $284.9 萬 | 0.9% | +163+1.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 34,564 | $268.8 萬 | 0.9% | +1,406+4.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 16,256 | $268.1 萬 | 0.9% | +260+1.6% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 23,399 | $267.6 萬 | 0.9% | +368+1.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,894 | $266.8 萬 | 0.9% | +222+1.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 58,706 | $243.8 萬 | 0.8% | −24,551−29.5% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 32,926 | $242.6 萬 | 0.8% | +563+1.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 13,311 | $242.3 萬 | 0.8% | +291+2.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,393 | $237.9 萬 | 0.8% | +84+1.6% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 36,550 | $229.0 萬 | 0.7% | +550+1.5% | 加碼依 50 比 1 拆股換算 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,660 | $228.9 萬 | 0.7% | +91+0.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,874 | $223.4 萬 | 0.7% | +158+1.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,192 | $217.7 萬 | 0.7% | +5,368+92.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 21,079 | $215.4 萬 | 0.7% | +351+1.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,494 | $212.0 萬 | 0.7% | +39+1.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 13,350 | $208.8 萬 | 0.7% | +225+1.7% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 11,925 | $206.7 萬 | 0.7% | +184+1.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,372 | $204.1 萬 | 0.7% | +166+1.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,599 | $199.9 萬 | 0.6% | +57+1.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 25,367 | $197.5 萬 | 0.6% | +438+1.8% | 加碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 107,613 | $195.6 萬 | 0.6% | +56,623+111.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,134 | $193.2 萬 | 0.6% | +15+0.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,370 | $186.6 萬 | 0.6% | +39+1.7% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 30,549 | $181.4 萬 | 0.6% | +480+1.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 23,228 | $175.1 萬 | 0.6% | +23,228 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 4,527 | $174.7 萬 | 0.6% | +74+1.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,642 | $170.1 萬 | 0.5% | +62+1.7% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 6,794 | $169.0 萬 | 0.5% | +100+1.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 16,942 | $168.2 萬 | 0.5% | +393+2.4% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,527 | $162.9 萬 | 0.5% | −2,982−31.4% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 9,996 | $162.1 萬 | 0.5% | +167+1.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,296 | $158.9 萬 | 0.5% | +93+0.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,956 | $153.1 萬 | 0.5% | +97+1.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 23,487 | $149.5 萬 | 0.5% | +338+1.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,020 | $138.9 萬 | 0.4% | +7,020 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,967 | $138.8 萬 | 0.4% | +124+1.8% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 13,087 | $124.6 萬 | 0.4% | +215+1.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,624 | $113.2 萬 | 0.4% | +25+0.7% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 10,561 | $112.4 萬 | 0.4% | +76+0.7% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 19,562 | $107.6 萬 | 0.3% | +340+1.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,201 | $105.5 萬 | 0.3% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 3,232 | $93.8 萬 | 0.3% | +55+1.7% | 加碼 | 歷史 |
| OLNOLIN Corp | Stock | 19,206 | $90.6 萬 | 0.3% | +326+1.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 30,619 | $85.7 萬 | 0.3% | +212+0.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 11,058 | $75.9 萬 | 0.2% | +81+0.7% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 4,000 | $53.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,276 | $50.7 萬 | 0.2% | +106+2.5% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,224 | $47.4 萬 | 0.2% | +20.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,044 | $44.3 萬 | 0.1% | 00.0% | 不變 | – |
| JLLJones Lang Lasalle Inc | COM | 1,570 | $32.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,160 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 2,646 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| DSXDiana Shipping Inc. | COM | 10,446 | $3.00 萬 | <0.1% | +10,446 | 新進 | 歷史 |
2024 年第 1 季之後清倉(4 檔)
2024 年第 1 季季末還持有、這份申報已經沒有的部位。