Beech Hill Advisors, Inc.
- SEC CIK
- 0001356202
- 最新申報
- 2026/7/30
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/30 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 96
- 較 2025 年第 1 季 −2
- 總值
- $2.22 億
- 較 2025 年第 1 季 −$2,906 萬 (−11.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 11,984 | $884.5 萬 | 4.0% | −4,549−27.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,831 | $786.1 萬 | 3.5% | −20,677−36.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 43,147 | $760.4 萬 | 3.4% | −16,145−27.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 23,704 | $653.4 萬 | 2.9% | −13,278−35.9% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 69,910 | $652.3 萬 | 2.9% | −33,291−32.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,717 | $632.6 萬 | 2.8% | −4,083−24.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 28,802 | $590.9 萬 | 2.7% | −10,117−26.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 22,863 | $499.9 萬 | 2.2% | −9,262−28.8% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 13,026 | $465.0 萬 | 2.1% | −4,215−24.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,852 | $461.3 萬 | 2.1% | −2,291−8.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 37,112 | $460.2 萬 | 2.1% | −11,464−23.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 24,495 | $448.4 萬 | 2.0% | −9,477−27.9% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 29,970 | $448.3 萬 | 2.0% | +4,310+16.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,264 | $437.1 萬 | 2.0% | −1,865−36.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 24,915 | $396.8 萬 | 1.8% | −7,861−24.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 13,075 | $385.4 萬 | 1.7% | −1,900−12.7% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 21,633 | $377.1 萬 | 1.7% | −5,146−19.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 14,722 | $372.8 萬 | 1.7% | −235−1.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 23,499 | $371.3 萬 | 1.7% | −8,068−25.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 29,891 | $369.1 萬 | 1.7% | −12,723−29.9% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 21,574 | $357.1 萬 | 1.6% | −5,242−19.5% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 21,142 | $356.6 萬 | 1.6% | −8,570−28.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,057 | $349.6 萬 | 1.6% | −2,496−17.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 37,382 | $325.9 萬 | 1.5% | −10,418−21.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,717 | $319.6 萬 | 1.4% | −1,061−10.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 39,448 | $312.3 萬 | 1.4% | −5,279−11.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 8,645 | $306.9 萬 | 1.4% | −3,353−27.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 43,767 | $303.8 萬 | 1.4% | −16,794−27.7% | 減碼 | 歷史 |
| BA.PABoeing Co | DEP CONV PFD A | 43,256 | $294.1 萬 | 1.3% | −9,811−18.5% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 38,354 | $284.1 萬 | 1.3% | −11,998−23.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 10,232 | $279.0 萬 | 1.3% | −4,043−28.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 38,895 | $275.2 萬 | 1.2% | −8,407−17.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 12,975 | $271.9 萬 | 1.2% | −880−6.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 27,516 | $269.1 萬 | 1.2% | −7,066−20.4% | 減碼 | 歷史 |
| GTLSChart Industries Inc | COM | 16,262 | $267.8 萬 | 1.2% | −7,240−30.8% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 8,150 | $251.3 萬 | 1.1% | −100−1.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,463 | $236.2 萬 | 1.1% | −3,194−17.1% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 9,666 | $234.7 萬 | 1.1% | −5,194−35.0% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 54,125 | $234.6 萬 | 1.1% | −550−1.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,628 | $233.1 萬 | 1.0% | −3,161−17.8% | 減碼 | 歷史 |
| VICIVici Properties Inc. | COM | 70,844 | $230.9 萬 | 1.0% | −16,204−18.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,361 | $229.0 萬 | 1.0% | −1,988−16.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,227 | $225.4 萬 | 1.0% | +7,227 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 29,592 | $219.9 萬 | 1.0% | −9,733−24.8% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 20,056 | $217.7 萬 | 1.0% | −1,432−6.7% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 10,000 | $217.3 萬 | 1.0% | −654−6.1% | 減碼 | – |
| EXASExact Sciences Corp | COM | 40,496 | $215.2 萬 | 1.0% | −19,415−32.4% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 4,439 | $207.7 萬 | 0.9% | −2,492−36.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,891 | $198.3 萬 | 0.9% | +401+8.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,327 | $184.9 萬 | 0.8% | −904−12.5% | 減碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 87,686 | $183.5 萬 | 0.8% | −20,554−19.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,215 | $173.3 萬 | 0.8% | +2,375+24.1% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 27,563 | $173.1 萬 | 0.8% | −5,625−16.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 69,138 | $167.6 萬 | 0.8% | −9,776−12.4% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 7,275 | $165.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,950 | $148.9 萬 | 0.7% | −350−3.1% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 11,810 | $145.6 萬 | 0.7% | +1,450+14.0% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 13,043 | $144.3 萬 | 0.6% | +13,043 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 22,900 | $131.9 萬 | 0.6% | −3,985−14.8% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 20,669 | $129.5 萬 | 0.6% | −1,781−7.9% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,282 | $127.0 萬 | 0.6% | −42−1.3% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 10,760 | $127.0 萬 | 0.6% | −1,615−13.1% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,370 | $126.3 萬 | 0.6% | −81−0.9% | 減碼 | – |
| CATCaterpillar Inc | Stock | 3,250 | $126.2 萬 | 0.6% | −550−14.5% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 11,033 | $122.3 萬 | 0.6% | −3,155−22.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,710 | $121.0 萬 | 0.5% | +125+7.9% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 4,917 | $118.0 萬 | 0.5% | −1,792−26.7% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 21,529 | $112.7 萬 | 0.5% | +1,315+6.5% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 6,953 | $102.6 萬 | 0.5% | +69+1.0% | 加碼 | – |
| EXCExelon Corp | Stock | 22,968 | $99.7 萬 | 0.4% | −2,521−9.9% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 2,980 | $86.3 萬 | 0.4% | −260−8.0% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 1,500 | $70.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,367 | $68.6 萬 | 0.3% | −860−11.9% | 減碼 | 歷史 |
| BBBLACKBERRY Ltd | COM | 142,200 | $65.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 655 | $64.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,471 | $62.5 萬 | 0.3% | 00.0% | 不變 | – |
| CLFCleveland-Cliffs Inc. | COM | 77,000 | $58.5 萬 | 0.3% | +9,300+13.7% | 加碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 6,251 | $51.8 萬 | 0.2% | −389−5.9% | 減碼 | – |
| WELLWelltower Inc. | REIT | 3,250 | $50.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,025 | $49.8 萬 | 0.2% | −250−19.6% | 減碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 36,876 | $48.3 萬 | 0.2% | −2,381−6.1% | 減碼 | – |
| BACBank of America Corp | Stock | 9,650 | $45.7 萬 | 0.2% | −500−4.9% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 7,700 | $43.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,500 | $41.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HHHHoward Hughes Holdings Inc. | COM | 5,025 | $33.9 萬 | 0.2% | −4,025−44.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 532 | $32.9 萬 | 0.1% | −551−50.9% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,549 | $30.1 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 8,409 | $25.9 萬 | 0.1% | −945−10.1% | 減碼 | – |
| SCIService Corp International | COM | 2,982 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,670 | $23.9 萬 | 0.1% | −13−0.8% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 965 | $23.6 萬 | 0.1% | +100+11.6% | 加碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 2,500 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,496 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 3,150 | $22.7 萬 | 0.1% | +3,150 | 新進 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 5,167 | $21.4 萬 | 0.1% | −335−6.1% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,547 | $20.6 萬 | 0.1% | −245−8.8% | 減碼 | – |
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 |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 20,781 | $228.6 萬 | 0.9% | 歷史 |
| TOLToll Brothers, Inc. | COM | 15,273 | $161.3 萬 | 0.6% | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 8,708 | $79.9 萬 | 0.3% | – |
| GOOGAlphabet Inc. | Stock | 2,204 | $34.4 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,200 | $33.0 萬 | 0.1% | – |