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Scott & Selber, Inc.

SEC CIK
0001315269
最新申報
2026/7/8

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/10/29 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
94
較 2025 年第 2 季 +3
總值
$3.93 億
較 2025 年第 2 季 +$3,377 萬 (+9.4%)
申報日
2025/10/29
修正SEC
Scott & Selber, Inc. 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NVDANVIDIA CorpStock179,296$3,345 萬8.5%−2,162−1.2%減碼歷史
AAPLApple Inc.Stock113,100$2,880 萬7.3%−1,374−1.2%減碼歷史
MSFTMicrosoft CorpStock47,136$2,441 萬6.2%−662−1.4%減碼歷史
AVGOBroadcom Inc.Stock67,954$2,242 萬5.7%−1,082−1.6%減碼歷史
GOOGAlphabet Inc.Stock71,993$1,753 萬4.5%−1,108−1.5%減碼歷史
AMZNAmazon Com IncStock62,266$1,367 萬3.5%+1,135+1.9%加碼歷史
METAMeta Platforms, Inc.Stock12,364$908.0 萬2.3%−215−1.7%減碼歷史
CCitigroup IncStock80,621$818.3 萬2.1%−872−1.1%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF17,015$816.0 萬2.1%+19+0.1%加碼–
JPMJPMorgan Chase & CoStock25,486$803.9 萬2.0%−393−1.5%減碼歷史
MUMicron Technology IncStock45,342$758.7 萬1.9%−571−1.2%減碼歷史
KMIKinder Morgan, Inc.Stock265,094$750.5 萬1.9%−2,661−1.0%減碼歷史
WMBWilliams Companies, Inc.COM100,723$638.1 萬1.6%−1,415−1.4%減碼歷史
LRCXLam Research CorpStock47,551$636.7 萬1.6%+47,551新進歷史
HDHome Depot, Inc.Stock15,252$618.0 萬1.6%−270−1.7%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF28,452$614.0 萬1.6%+4,566+19.1%加碼–
BRK.BBerkshire Hathaway IncStock11,498$578.1 萬1.5%−224−1.9%減碼歷史
RTXRTX CorpStock34,368$575.1 萬1.5%−645−1.8%減碼歷史
BACBank of America CorpStock105,809$545.9 萬1.4%−1,410−1.3%減碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999187,319$541.5 萬1.4%−2,128−1.1%減碼歷史
GSGoldman Sachs Group IncStock6,606$526.1 萬1.3%−115−1.7%減碼歷史
TSLATesla, Inc.Stock11,778$523.8 萬1.3%−139−1.2%減碼歷史
ORCLOracle CorpStock18,368$516.6 萬1.3%−225−1.2%減碼歷史
Vanguard Star FDS921909768VG TL INTL STK F66,845$491.0 萬1.3%−8,696−11.5%減碼–
XOMExxonMobil Holdings CorpCOM43,151$486.5 萬1.2%−1,313−3.0%減碼歷史
CSCOCisco Systems, Inc.Stock68,644$469.7 萬1.2%−672−1.0%減碼歷史
AMATApplied Materials IncStock22,478$460.2 萬1.2%−312−1.4%減碼歷史
HONHoneywell International IncCOM20,324$427.8 萬1.1%−427−2.1%減碼歷史
ABBVAbbVie Inc.Stock17,878$414.0 萬1.1%−220−1.2%減碼歷史
GNRCGenerac Holdings Inc.Stock22,257$372.6 萬0.9%−282−1.3%減碼歷史
AZOAutoZone IncCOM841$360.8 萬0.9%−16−1.9%減碼歷史
VVisa Inc.Stock10,440$356.4 萬0.9%−168−1.6%減碼歷史
WMWaste Management IncStock15,764$348.1 萬0.9%−279−1.7%減碼歷史
SCHWSchwab Charles CorpStock32,060$306.1 萬0.8%−350−1.1%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF10,266$301.6 萬0.8%−112−1.1%減碼–
ISRGIntuitive Surgical IncCOM NEW6,741$301.5 萬0.8%−47−0.7%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF11,790$299.8 萬0.8%+338+3.0%加碼–
TMOThermo Fisher Scientific Inc.Stock6,114$296.5 萬0.8%−95−1.5%減碼歷史
MAMastercard IncStock5,189$295.2 萬0.8%−89−1.7%減碼歷史
iShares Tr46436E7180-3 MTH TREASURY28,709$289.1 萬0.7%+28,709新進–
JNJJohnson & JohnsonStock15,486$287.1 萬0.7%−159−1.0%減碼歷史
ADBEAdobe Inc.Stock8,072$284.7 萬0.7%−120−1.5%減碼歷史
INTUIntuit Inc.Stock4,155$283.8 萬0.7%−85−2.0%減碼歷史
Schwab US Dividend Equity ETF808524797ETF103,796$283.4 萬0.7%+6,572+6.8%加碼–
HALHalliburton CoStock114,377$281.4 萬0.7%−1,288−1.1%減碼歷史
DVNDevon Energy CorpStock76,276$267.4 萬0.7%−904−1.2%減碼歷史
BLKBlackRock, Inc.Stock2,262$263.7 萬0.7%+2,262新進歷史
WFCWells Fargo & CompanyStock29,942$251.0 萬0.6%−470−1.5%減碼歷史
Vanguard Real Estate ETF922908553ETF25,945$237.2 萬0.6%+1,043+4.2%加碼–
PGProcter & Gamble CoStock15,255$234.4 萬0.6%−288−1.9%減碼歷史
ABNBAirbnb, Inc.Stock18,425$223.7 萬0.6%−237−1.3%減碼歷史
PINSPinterest, Inc.CL A69,215$222.7 萬0.6%−791−1.1%減碼歷史
COSTCostco Wholesale CorpStock2,390$221.2 萬0.6%−46−1.9%減碼歷史
UNPUnion Pacific CorpStock9,274$219.2 萬0.6%−164−1.7%減碼歷史
COPConocoPhillipsStock23,173$219.2 萬0.6%−385−1.6%減碼歷史
CVXChevron CorpStock13,397$208.0 萬0.5%+71+0.5%加碼歷史
SBUXStarbucks CorpStock24,559$207.8 萬0.5%−308−1.2%減碼歷史
SMGScotts Miracle-Gro CoStock36,197$206.1 萬0.5%−511−1.4%減碼歷史
ABTAbbott LaboratoriesStock15,136$202.7 萬0.5%−153−1.0%減碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF6,581$202.6 萬0.5%+18+0.3%加碼–
CARTMaplebear Inc.COM54,243$199.4 萬0.5%−638−1.2%減碼歷史
ADIAnalog Devices IncStock7,901$194.1 萬0.5%−98−1.2%減碼歷史
TAPMolson Coors Beverage CoCL B41,910$189.6 萬0.5%−427−1.0%減碼歷史
UNHUnitedHealth Group IncStock5,103$176.2 萬0.4%−20−0.4%減碼歷史
KVUEKenvue Inc.Stock106,438$172.7 萬0.4%−1,128−1.0%減碼歷史
ZTSZoetis Inc.Stock11,457$167.6 萬0.4%−195−1.7%減碼歷史
AMDAdvanced Micro Devices IncStock10,333$167.2 萬0.4%−132−1.3%減碼歷史
LLYEli Lilly & CoStock2,155$164.4 萬0.4%+17+0.8%加碼歷史
KOCoca Cola CoStock24,695$163.8 萬0.4%−218−0.9%減碼歷史
CMGChipotle Mexican Grill IncCOM35,009$137.2 萬0.3%−694−1.9%減碼歷史
CRMSalesforce, Inc.Stock5,763$136.6 萬0.3%−87−1.5%減碼歷史
MRKMerck & Co., Inc.Stock15,687$131.7 萬0.3%+61+0.4%加碼歷史
GILDGilead Sciences, Inc.Stock10,932$121.3 萬0.3%−135−1.2%減碼歷史
AMGNAmgen IncStock3,587$101.2 萬0.3%−42−1.2%減碼歷史
Invesco QQQ Trust Series I46090E103ETF1,508$90.5 萬0.2%00.0%不變–
Schwab U.S. Broad Market ETF808524102ETF27,431$70.5 萬0.2%+2,641+10.7%加碼–
YUMYum Brands IncStock4,000$60.8 萬0.2%00.0%不變歷史
Vanguard High Dividend Yield Index ETF921946406ETF4,237$59.7 萬0.2%+403+10.5%加碼–
iShares Core Dividend Growth ETF46434V621ETF8,235$56.1 萬0.1%+20.0%加碼–
JLLJones Lang Lasalle IncCOM1,570$46.8 萬0.1%00.0%不變歷史
Vanguard Total Bond Market ETF921937835ETF5,259$39.1 萬0.1%+275+5.5%加碼–
Vanguard Morningstar Value ETF922908744ETF2,062$38.5 萬0.1%+2,062新進–
RCLRoyal Caribbean Cruises LtdCOM1,066$34.5 萬0.1%+1,066新進歷史
iShares Tr464287549EXPND TEC SC ETF2,646$33.3 萬0.1%00.0%不變–
WMTWalmart Inc.Stock2,975$30.7 萬0.1%00.0%不變歷史
PEPPepsiCo IncStock1,950$27.4 萬0.1%00.0%不變歷史
Vanguard S&P 500 ETF922908363ETF434$26.6 萬0.1%+1+0.2%加碼–
CATCaterpillar IncStock550$26.2 萬0.1%00.0%不變歷史
MCDMcDonalds CorpStock799$24.3 萬0.1%00.0%不變歷史
BXBlackstone Inc.COM1,330$22.7 萬0.1%+1,330新進歷史
ADPAutomatic Data Processing IncStock730$21.4 萬0.1%00.0%不變歷史
MOAltria Group, Inc.Stock3,203$21.2 萬0.1%+3,203新進歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,159$20.5 萬0.1%+10.0%加碼–
SLIStandard Lithium Ltd.COM10,669$3.60 萬<0.1%00.0%不變歷史

2025 年第 2 季之後清倉(4 檔)

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

Scott & Selber, Inc. 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
LRCXLam Research CorpCOM48,206$469.2 萬1.3%歷史
BLKBlackRock, Inc.COM2,309$242.3 萬0.7%歷史
RCLRoyal Caribbean Cruises LtdEquity1,066$33.4 萬0.1%歷史
HLTHilton Worldwide Holdings Inc.COM765$20.4 萬0.1%歷史