Scott & Selber, Inc.
- SEC CIK
- 0001315269
- 最新申報
- 2026/7/8
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/8 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 91
- 較 2026 年第 1 季 0
- 總值
- $4.74 億
- 較 2026 年第 1 季 +$8,641 萬 (+22.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 43,651 | $5,039 萬 | 10.6% | −212−0.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 172,564 | $3,453 萬 | 7.3% | −620.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 109,589 | $3,171 萬 | 6.7% | −300.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 65,394 | $2,470 萬 | 5.2% | −134−0.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 69,460 | $2,454 萬 | 5.2% | −240.0% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 45,867 | $1,988 萬 | 4.2% | −190.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 45,455 | $1,696 萬 | 3.6% | −56−0.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 21,687 | $1,568 萬 | 3.3% | −100.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,132 | $1,433 萬 | 3.0% | −200.0% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 77,747 | $1,088 萬 | 2.3% | −260.0% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 100,115 | $862.4 萬 | 1.8% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| KMIKinder Morgan, Inc. | Stock | 255,244 | $816.0 萬 | 1.7% | −770.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,698 | $808.4 萬 | 1.7% | −70.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 65,771 | $772.5 萬 | 1.6% | −230.0% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 25,349 | $742.2 萬 | 1.6% | −30−0.1% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 96,961 | $720.8 萬 | 1.5% | −300.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,233 | $689.1 萬 | 1.5% | −40.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,350 | $642.2 萬 | 1.4% | −4−0.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 32,909 | $624.4 萬 | 1.3% | −110.0% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 25,782 | $610.1 萬 | 1.3% | −1,345−5.0% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 69,435 | $593.6 萬 | 1.3% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 9,991 | $580.4 萬 | 1.2% | −5−0.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 101,768 | $579.9 萬 | 1.2% | −101−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 41,566 | $568.3 萬 | 1.2% | −120.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,123 | $556.6 萬 | 1.2% | −10−0.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,667 | $517.3 萬 | 1.1% | −50.0% | 減碼 | 歷史 |
| CCLCarnival Corp Ltd. | Stock | 180,556 | $515.8 萬 | 1.1% | −590.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 11,503 | $483.8 萬 | 1.0% | −30.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,076 | $429.7 萬 | 0.9% | −30.0% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 110,147 | $373.9 萬 | 0.8% | −390.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,671 | $372.6 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,245 | $371.2 萬 | 0.8% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 10,020 | $343.8 萬 | 0.7% | −29−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 42,648 | $343.6 萬 | 0.7% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| WMWaste Management Inc | Stock | 15,090 | $336.3 萬 | 0.7% | −40.0% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 22,253 | $318.4 萬 | 0.7% | −100.0% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 73,507 | $303.7 萬 | 0.6% | −260.0% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 95,611 | $303.2 萬 | 0.6% | −1,012−1.0% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 7,628 | $303.0 萬 | 0.6% | −4−0.1% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 86,891 | $295.4 萬 | 0.6% | −350.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,873 | $294.5 萬 | 0.6% | −7−0.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 30,562 | $282.0 萬 | 0.6% | −110.0% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 27,257 | $274.4 萬 | 0.6% | −916−3.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,224 | $266.8 萬 | 0.6% | −10−0.4% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 26,948 | $259.9 萬 | 0.5% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 17,682 | $259.1 萬 | 0.5% | −50.0% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 805 | $257.3 萬 | 0.5% | −3−0.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,973 | $255.4 萬 | 0.5% | −7−0.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,421 | $255.4 萬 | 0.5% | −4−0.1% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 51,866 | $245.6 萬 | 0.5% | −164−0.3% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 28,806 | $238.1 萬 | 0.5% | −24−0.1% | 減碼 | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 34,629 | $235.9 萬 | 0.5% | −66−0.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 22,317 | $232.0 萬 | 0.5% | −60.0% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,704 | $230.6 萬 | 0.5% | +15+0.2% | 加碼 | – |
| VIKViking Holdings Ltd | ORD SHS | 21,287 | $222.8 萬 | 0.5% | −90.0% | 減碼 | 歷史 |
| HONHoneywell International Inc | Stock | 9,685 | $216.8 萬 | 0.5% | +9,685 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,293 | $214.5 萬 | 0.5% | −3−0.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,595 | $214.0 萬 | 0.5% | −38−0.3% | 減碼 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 9,654 | $213.4 萬 | 0.5% | +9,654 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 12,818 | $212.5 萬 | 0.4% | −50.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,146 | $206.4 萬 | 0.4% | −3−0.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,851 | $201.6 萬 | 0.4% | −3−0.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 23,846 | $193.8 萬 | 0.4% | −60.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,772 | $189.8 萬 | 0.4% | −20−0.1% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 18,595 | $157.3 萬 | 0.3% | −107−0.6% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 10,397 | $131.4 萬 | 0.3% | −17−0.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 14,295 | $129.7 萬 | 0.3% | −44−0.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,381 | $122.4 萬 | 0.3% | −3−0.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,508 | $111.0 萬 | 0.2% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 3,967 | $103.5 萬 | 0.2% | −13−0.3% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,448 | $73.7 萬 | 0.2% | −1,624−6.0% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,245 | $67.1 萬 | 0.1% | +3+0.1% | 加碼 | – |
| YUMYum Brands Inc | Stock | 4,000 | $63.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,241 | $62.5 萬 | 0.1% | +20.0% | 加碼 | – |
| CATCaterpillar Inc | Stock | 550 | $58.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 1,570 | $48.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,412 | $47.1 萬 | 0.1% | −280−4.2% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,076 | $45.2 萬 | 0.1% | +6+0.3% | 加碼 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 2,646 | $43.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 589 | $40.5 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,383 | $38.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,066 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,950 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 765 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,203 | $23.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 600 | $22.2 萬 | <0.1% | +600 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 799 | $21.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 1,458 | $21.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,162 | $20.9 萬 | <0.1% | +10.0% | 加碼 | – |
| HHyatt Hotels Corp | COM CL A | 1,045 | $20.3 萬 | <0.1% | +1,045 | 新進 | 歷史 |
| SLIStandard Lithium Ltd. | COM | 10,669 | $2.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。