Scott & Selber, Inc.
- SEC CIK
- 0001315269
- 最新申報
- 2026/7/8
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 91
- 較 2025 年第 1 季 +3
- 總值
- $3.59 億
- 較 2025 年第 1 季 +$4,650 萬 (+14.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 181,458 | $2,867 萬 | 8.0% | −11,913−6.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 47,798 | $2,378 萬 | 6.6% | +235+0.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 114,474 | $2,349 萬 | 6.5% | +394+0.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 69,036 | $1,903 萬 | 5.3% | −7,062−9.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 61,131 | $1,341 萬 | 3.7% | +449+0.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 73,101 | $1,297 萬 | 3.6% | +444+0.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,579 | $928.5 萬 | 2.6% | +135+1.1% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 267,755 | $787.2 萬 | 2.2% | +2,256+0.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,879 | $750.3 萬 | 2.1% | +21+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,996 | $745.1 萬 | 2.1% | −16−0.1% | 減碼 | – |
| CCitigroup Inc | Stock | 81,493 | $693.7 萬 | 1.9% | +869+1.1% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 102,138 | $641.5 萬 | 1.8% | +701+0.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,722 | $569.4 萬 | 1.6% | +79+0.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,522 | $569.1 萬 | 1.6% | +89+0.6% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 45,913 | $565.9 萬 | 1.6% | +18,492+67.4% | 加碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 189,447 | $532.7 萬 | 1.5% | +2,631+1.4% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 75,541 | $521.9 萬 | 1.5% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 35,013 | $511.3 萬 | 1.4% | +103+0.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 107,219 | $507.4 萬 | 1.4% | +509+0.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,886 | $488.9 萬 | 1.4% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 20,751 | $483.2 萬 | 1.3% | +37+0.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 69,316 | $480.9 萬 | 1.3% | +570+0.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 44,464 | $479.3 萬 | 1.3% | +251+0.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,721 | $475.7 萬 | 1.3% | +38+0.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 48,206 | $469.2 萬 | 1.3% | +17,786+58.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 22,790 | $417.2 萬 | 1.2% | +344+1.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,593 | $406.5 萬 | 1.1% | +85+0.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 11,917 | $378.6 萬 | 1.1% | +28+0.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 10,608 | $376.6 萬 | 1.0% | +55+0.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,788 | $368.9 萬 | 1.0% | +40+0.6% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 16,043 | $367.1 萬 | 1.0% | +86+0.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,098 | $335.9 萬 | 0.9% | +199+1.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,240 | $334.0 萬 | 0.9% | +28+0.7% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 22,539 | $322.8 萬 | 0.9% | +11,806+110.0% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 857 | $318.1 萬 | 0.9% | −435−33.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,192 | $316.9 萬 | 0.9% | +4,697+134.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,278 | $296.6 萬 | 0.8% | +32+0.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 32,410 | $295.7 萬 | 0.8% | +292+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,378 | $290.4 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,452 | $271.4 萬 | 0.8% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 97,224 | $257.6 萬 | 0.7% | −1,117−1.1% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 6,209 | $251.8 萬 | 0.7% | +37+0.6% | 加碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 70,006 | $251.0 萬 | 0.7% | +70,006 | 新進 | 歷史 |
| CARTMaplebear Inc. | COM | 54,881 | $248.3 萬 | 0.7% | +54,881 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 15,543 | $247.6 萬 | 0.7% | −196−1.2% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 18,662 | $247.0 萬 | 0.7% | +18,662 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 77,180 | $245.5 萬 | 0.7% | +77,180 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 30,412 | $243.7 萬 | 0.7% | +170+0.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,309 | $242.3 萬 | 0.7% | +13+0.6% | 加碼 | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 36,708 | $242.1 萬 | 0.7% | +13,613+58.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,436 | $241.2 萬 | 0.7% | +13+0.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,645 | $239.0 萬 | 0.7% | +93+0.6% | 加碼 | 歷史 |
| HALHalliburton Co | Stock | 115,665 | $235.7 萬 | 0.7% | +2,002+1.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 24,867 | $227.9 萬 | 0.6% | +215+0.9% | 加碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 107,566 | $225.1 萬 | 0.6% | +945+0.9% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 24,902 | $221.8 萬 | 0.6% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 9,438 | $217.1 萬 | 0.6% | +57+0.6% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 23,558 | $211.4 萬 | 0.6% | +126+0.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,289 | $207.9 萬 | 0.6% | +103+0.7% | 加碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 42,337 | $203.6 萬 | 0.6% | +660+1.6% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 35,703 | $200.5 萬 | 0.6% | +258+0.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 13,326 | $190.8 萬 | 0.5% | +77+0.6% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 7,999 | $190.4 萬 | 0.5% | +7,999 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,563 | $187.2 萬 | 0.5% | 00.0% | 不變 | – |
| ZTSZoetis Inc. | Stock | 11,652 | $181.7 萬 | 0.5% | +67+0.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 24,913 | $176.3 萬 | 0.5% | +243+1.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,138 | $166.7 萬 | 0.5% | +18+0.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,123 | $159.8 萬 | 0.4% | −2,964−36.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,850 | $159.5 萬 | 0.4% | +39+0.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 10,465 | $148.5 萬 | 0.4% | +73+0.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 15,626 | $123.7 萬 | 0.3% | +141+0.9% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 11,067 | $122.7 萬 | 0.3% | +90+0.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,629 | $101.3 萬 | 0.3% | +28+0.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,508 | $83.2 萬 | 0.2% | −79−5.0% | 減碼 | – |
| YUMYum Brands Inc | Stock | 4,000 | $59.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 24,790 | $59.1 萬 | 0.2% | +16+0.1% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,233 | $52.6 萬 | 0.1% | +20.0% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,834 | $51.1 萬 | 0.1% | −86−2.2% | 減碼 | – |
| JLLJones Lang Lasalle Inc | COM | 1,570 | $40.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,984 | $36.7 萬 | 0.1% | +300+6.4% | 加碼 | – |
| RCLRoyal Caribbean Cruises Ltd | Equity | 1,066 | $33.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 2,646 | $29.7 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 2,975 | $29.1 萬 | 0.1% | +55+1.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,950 | $25.8 萬 | 0.1% | −9,696−83.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 433 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 799 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 730 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 550 | $21.4 萬 | 0.1% | +550 | 新進 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 765 | $20.4 萬 | 0.1% | +765 | 新進 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,158 | $20.3 萬 | 0.1% | +10.0% | 加碼 | – |
| SLIStandard Lithium Ltd. | COM | 10,669 | $2.10 萬 | <0.1% | +10,669 | 新進 | 歷史 |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ULTAUlta Beauty, Inc. | Stock | 6,307 | $231.2 萬 | 0.7% | 歷史 |
| TXNTexas Instruments Inc | Stock | 10,917 | $196.2 萬 | 0.6% | 歷史 |
| MMM3M Co | Stock | 10,487 | $154.0 萬 | 0.5% | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 4,000 | $20.8 萬 | 0.1% | 歷史 |
| DSXDiana Shipping Inc. | COM | 10,446 | $1.60 萬 | <0.1% | 歷史 |