Cohen Lawrence B
- SEC CIK
- 0001324022
- 最新申報
- 2024/2/9
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 62
- 較 2022 年第 4 季 −31
- 總值
- $1.49 億
- 較 2022 年第 4 季 −$4,244 萬 (−22.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 93,326 | $1,539 萬 | 10.3% | −28,027−23.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,092 | $1,069 萬 | 7.2% | −3,030−7.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 50,548 | $522.1 萬 | 3.5% | −9,620−16.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 45,658 | $474.8 萬 | 3.2% | −50−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 30,647 | $399.4 萬 | 2.7% | −13,406−30.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 10,265 | $373.0 萬 | 2.5% | −601−5.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,028 | $361.9 萬 | 2.4% | −17,250−57.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 17,706 | $353.7 萬 | 2.4% | −536−2.9% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 11,335 | $323.6 萬 | 2.2% | −709−5.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,515 | $317.9 萬 | 2.1% | +19+0.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 38,889 | $304.7 萬 | 2.0% | −2,516−6.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,403 | $299.0 萬 | 2.0% | −3,318−16.8% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,111 | $294.7 萬 | 2.0% | −239−17.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 26,395 | $289.4 萬 | 1.9% | −2,464−8.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 19,418 | $288.7 萬 | 1.9% | −2,714−12.3% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 13,250 | $264.7 萬 | 1.8% | +70+0.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 16,116 | $262.9 萬 | 1.8% | +1,707+11.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 10,087 | $254.2 萬 | 1.7% | +416+4.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 35,257 | $252.2 萬 | 1.7% | −1,979−5.3% | 減碼 | – |
| WMWaste Management Inc | Stock | 15,386 | $251.1 萬 | 1.7% | −596−3.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 6,078 | $250.9 萬 | 1.7% | −205−3.3% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 8,477 | $248.8 萬 | 1.7% | −374−4.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 39,677 | $246.1 萬 | 1.7% | −4,665−10.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 85,863 | $245.6 萬 | 1.6% | −45,868−34.8% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 23,295 | $242.9 萬 | 1.6% | +484+2.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,741 | $235.0 萬 | 1.6% | −481−7.7% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 25,132 | $231.2 萬 | 1.6% | +1,093+4.5% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 28,601 | $230.7 萬 | 1.5% | +3,243+12.8% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 33,173 | $229.9 萬 | 1.5% | +1,184+3.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 28,059 | $226.2 萬 | 1.5% | +2,250+8.7% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,824 | $221.2 萬 | 1.5% | +1,325+13.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 9,561 | $218.2 萬 | 1.5% | +980+11.4% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 8,845 | $215.2 萬 | 1.4% | +107+1.2% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,846 | $213.6 萬 | 1.4% | +138+2.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 14,481 | $213.5 萬 | 1.4% | +527+3.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 27,885 | $207.2 萬 | 1.4% | +1,676+6.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 20,510 | $205.4 萬 | 1.4% | +1,184+6.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 16,504 | $202.4 萬 | 1.4% | +1,327+8.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 52,723 | $199.9 萬 | 1.3% | +1,175+2.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 25,533 | $196.8 萬 | 1.3% | +757+3.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,931 | $196.1 萬 | 1.3% | +43+1.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 9,719 | $194.4 萬 | 1.3% | −260−2.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,796 | $184.6 萬 | 1.2% | +600+3.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 7,392 | $182.2 萬 | 1.2% | −259−3.4% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 10,387 | $178.0 萬 | 1.2% | +236+2.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 53,743 | $175.6 萬 | 1.2% | −1,075−2.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,950 | $173.8 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 38,081 | $137.3 萬 | 0.9% | +1,166+3.2% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 20,133 | $136.3 萬 | 0.9% | +1,970+10.8% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 9,072 | $75.1 萬 | 0.5% | −1,209−11.8% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 4,125 | $53.3 萬 | 0.4% | −25−0.6% | 減碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 1,800 | $36.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RNXTRenovoRx, Inc. | COM NEW | 97,165 | $33.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,850 | $32.3 萬 | 0.2% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,924 | $29.8 萬 | 0.2% | −3,077−61.5% | 減碼 | 歷史 |
| LIILennox International Inc | COM | 1,014 | $25.5 萬 | 0.2% | −8,151−88.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 804 | $23.7 萬 | 0.2% | −2,453−75.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,131 | $23.5 萬 | 0.2% | −18,510−94.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 664 | $20.5 萬 | 0.1% | −50−7.0% | 減碼 | 歷史 |
| ACIUAC Immune SA | SHS | 12,850 | $3.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QNCXQuince Therapeutics, Inc. | COM | 11,126 | $1.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLGNHeliogen, Inc. | COMMON STOCK | 26,192 | $6,291 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（31 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 25,755 | $548.9 萬 | 2.9% | – |
| URIUnited Rentals, Inc. | COM | 9,350 | $332.3 萬 | 1.7% | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 72,950 | $283.7 萬 | 1.5% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 36,614 | $275.6 萬 | 1.4% | – |
| DHIHorton D R Inc | COM | 26,025 | $232.0 萬 | 1.2% | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 40,000 | $200.6 萬 | 1.0% | – |
| NFLXNetflix Inc | Stock | 5,995 | $176.8 萬 | 0.9% | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 32,779 | $164.8 萬 | 0.9% | – |
| BCBrunswick Corp | COM | 22,385 | $161.4 萬 | 0.8% | 歷史 |
| PKGPackaging Corp of America | Stock | 11,685 | $149.5 萬 | 0.8% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,380 | $145.7 萬 | 0.8% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,100 | $135.8 萬 | 0.7% | – |
| METAMeta Platforms, Inc. | Stock | 9,240 | $111.2 萬 | 0.6% | 歷史 |
| BABoeing Co | Stock | 5,700 | $108.6 萬 | 0.6% | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,452 | $63.4 萬 | 0.3% | – |
| GTMZoomInfo Technologies Inc. | Stock | 17,852 | $53.8 萬 | 0.3% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,990 | $48.1 萬 | 0.3% | – |
| MMM3M Co | Stock | 3,865 | $46.3 萬 | 0.2% | 歷史 |
| MCDMcDonalds Corp | Stock | 1,594 | $42.0 萬 | 0.2% | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 32,600 | $41.5 萬 | 0.2% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,718 | $41.3 萬 | 0.2% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,825 | $41.2 萬 | 0.2% | – |
| LMTLockheed Martin Corp | Stock | 800 | $38.9 萬 | 0.2% | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,199 | $35.5 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 6,866 | $35.2 萬 | 0.2% | 歷史 |
| FFord Motor Co | Stock | 25,000 | $29.1 萬 | 0.2% | 歷史 |
| MRNAModerna, Inc. | Stock | 1,305 | $23.4 萬 | 0.1% | 歷史 |
| VVisa Inc. | Stock | 1,111 | $23.1 萬 | 0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 615 | $22.5 萬 | 0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 900 | $21.5 萬 | 0.1% | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 10,800 | $13.2 萬 | 0.1% | 歷史 |