Cohen Lawrence B
- SEC CIK
- 0001324022
- 最新申報
- 2024/2/9
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 93
- 較 2022 年第 3 季 +29
- 總值
- $1.91 億
- 較 2022 年第 3 季 +$6,162 萬 (+47.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 121,353 | $1,577 萬 | 8.2% | +25,317+26.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 40,122 | $962.2 萬 | 5.0% | +3,487+9.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 44,053 | $590.8 萬 | 3.1% | +12,414+39.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 25,755 | $548.9 萬 | 2.9% | +25,755 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 60,168 | $505.4 萬 | 2.6% | +12,765+26.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 30,278 | $442.5 萬 | 2.3% | +16,016+112.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 131,731 | $436.3 萬 | 2.3% | +45,900+53.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 45,708 | $405.6 萬 | 2.1% | +274+0.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 10,866 | $377.8 萬 | 2.0% | +348+3.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,721 | $356.3 萬 | 1.9% | +2,176+12.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 22,132 | $335.4 萬 | 1.8% | +2,632+13.5% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 9,350 | $332.3 萬 | 1.7% | +9,350 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 41,405 | $329.6 萬 | 1.7% | −478−1.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 28,859 | $318.3 萬 | 1.7% | +6,900+31.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,496 | $302.7 萬 | 1.6% | +103+1.9% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 12,044 | $294.5 萬 | 1.5% | −262−2.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 72,950 | $283.7 萬 | 1.5% | +72,950 | 新進 | – |
| KOCoca Cola Co | Stock | 44,342 | $282.1 萬 | 1.5% | +3,746+9.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 36,614 | $275.6 萬 | 1.4% | +36,614 | 新進 | – |
| BKNGBooking Holdings Inc. | Stock | 1,350 | $272.1 萬 | 1.4% | +115+9.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 6,283 | $269.4 萬 | 1.4% | +432+7.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 14,409 | $258.6 萬 | 1.4% | +2,062+16.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 9,671 | $256.7 萬 | 1.3% | +77+0.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 15,982 | $250.7 萬 | 1.3% | −79−0.5% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 37,236 | $244.4 萬 | 1.3% | +1,300+3.6% | 加碼 | – |
| CVSCVS Health Corp | Stock | 26,209 | $244.2 萬 | 1.3% | +513+2.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 19,641 | $241.9 萬 | 1.3% | +18,345+1,415.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18,242 | $241.9 萬 | 1.3% | +72+0.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,222 | $237.9 萬 | 1.2% | +302+5.1% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 22,811 | $234.0 萬 | 1.2% | −36−0.2% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 26,025 | $232.0 萬 | 1.2% | +26,025 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 31,989 | $230.2 萬 | 1.2% | +2,836+9.7% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 8,851 | $228.0 萬 | 1.2% | −60−0.7% | 減碼 | 歷史 |
| LIILennox International Inc | COM | 9,165 | $219.3 萬 | 1.1% | +8,151+803.8% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 24,039 | $218.1 萬 | 1.1% | +380+1.6% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,581 | $212.9 萬 | 1.1% | +215+2.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 24,776 | $207.1 萬 | 1.1% | +325+1.3% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 8,738 | $205.1 萬 | 1.1% | +9+0.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,888 | $204.7 萬 | 1.1% | −45−1.5% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,708 | $203.4 萬 | 1.1% | −118−2.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 9,499 | $201.2 萬 | 1.1% | +452+5.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 25,809 | $200.6 萬 | 1.0% | +307+1.2% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 40,000 | $200.6 萬 | 1.0% | +40,000 | 新進 | – |
| LOWLowes Companies Inc | Stock | 9,979 | $198.8 萬 | 1.0% | +215+2.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,954 | $197.9 萬 | 1.0% | +1,813+14.9% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 25,358 | $197.0 萬 | 1.0% | +2,445+10.7% | 加碼 | – |
| TRVTravelers Companies, Inc. | Stock | 10,151 | $190.3 萬 | 1.0% | +79+0.8% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 7,651 | $189.8 萬 | 1.0% | −189−2.4% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 13,180 | $183.9 萬 | 1.0% | −400−2.9% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 51,548 | $180.3 萬 | 0.9% | −1,658−3.1% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,950 | $179.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 15,177 | $177.6 萬 | 0.9% | −50.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,995 | $176.8 萬 | 0.9% | +5,995 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 19,326 | $167.9 萬 | 0.9% | −483−2.4% | 減碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 32,779 | $164.8 萬 | 0.9% | +32,779 | 新進 | – |
| BCBrunswick Corp | COM | 22,385 | $161.4 萬 | 0.8% | +22,385 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 36,915 | $161.0 萬 | 0.8% | +41+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,196 | $151.7 萬 | 0.8% | −835−4.6% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 11,685 | $149.5 萬 | 0.8% | +11,685 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,380 | $145.7 萬 | 0.8% | +10,380 | 新進 | – |
| INTCIntel Corp | Stock | 54,818 | $144.9 萬 | 0.8% | −341−0.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,100 | $135.8 萬 | 0.7% | +5,100 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 18,163 | $128.0 萬 | 0.7% | +1,533+9.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,240 | $111.2 萬 | 0.6% | −5,818−38.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 5,700 | $108.6 萬 | 0.6% | +5,700 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,257 | $102.9 萬 | 0.5% | +2,071+174.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,001 | $88.3 萬 | 0.5% | +2,142+74.9% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 10,281 | $76.7 萬 | 0.4% | −900−8.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,452 | $63.4 萬 | 0.3% | +3,452 | 新進 | – |
| GTMZoomInfo Technologies Inc. | Stock | 17,852 | $53.8 萬 | 0.3% | +17,852 | 新進 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 4,150 | $52.9 萬 | 0.3% | −25−0.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,990 | $48.1 萬 | 0.3% | +1,990 | 新進 | – |
| MMM3M Co | Stock | 3,865 | $46.3 萬 | 0.2% | +3,865 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 1,800 | $42.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,594 | $42.0 萬 | 0.2% | +1,594 | 新進 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 32,600 | $41.5 萬 | 0.2% | +32,600 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,718 | $41.3 萬 | 0.2% | +3,718 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,825 | $41.2 萬 | 0.2% | +8,825 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 800 | $38.9 萬 | 0.2% | +800 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,199 | $35.5 萬 | 0.2% | +2,199 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 6,866 | $35.2 萬 | 0.2% | +6,866 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,850 | $30.3 萬 | 0.2% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 25,000 | $29.1 萬 | 0.2% | +25,000 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 1,305 | $23.4 萬 | 0.1% | +1,305 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,111 | $23.1 萬 | 0.1% | +1,111 | 新進 | 歷史 |
| RNXTRenovoRx, Inc. | COM NEW | 97,165 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 615 | $22.5 萬 | 0.1% | +615 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 714 | $22.1 萬 | 0.1% | +714 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 900 | $21.5 萬 | 0.1% | +900 | 新進 | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 10,800 | $13.2 萬 | 0.1% | +10,800 | 新進 | 歷史 |
| ACIUAC Immune SA | SHS | 12,850 | $2.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLGNHeliogen, Inc. | COMMON STOCK | 26,192 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QNCXQuince Therapeutics, Inc. | COM | 11,126 | $7,092 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（2 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。