Beech Hill Advisors, Inc.
- SEC CIK
- 0001356202
- 最新申報
- 2026/7/30
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/30 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 97
- 較 2026 年第 1 季 +3
- 總值
- $2.26 億
- 較 2026 年第 1 季 +$2,651 萬 (+13.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 11,855 | $857.1 萬 | 3.8% | −693−5.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 64,944 | $764.2 萬 | 3.4% | +3,559+5.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,361 | $691.9 萬 | 3.1% | −629−3.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,247 | $672.7 萬 | 3.0% | −488−2.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 27,632 | $658.6 萬 | 2.9% | −954−3.3% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 33,503 | $638.3 萬 | 2.8% | −24−0.1% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 10,232 | $594.4 萬 | 2.6% | −2,093−17.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 22,897 | $576.2 萬 | 2.5% | −78−0.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 12,714 | $528.4 萬 | 2.3% | +94+0.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,949 | $526.9 萬 | 2.3% | −920−6.2% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 4,033 | $465.5 萬 | 2.1% | −4,439−52.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,253 | $464.9 萬 | 2.1% | −96−1.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 34,051 | $437.6 萬 | 1.9% | +62+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,459 | $427.5 萬 | 1.9% | +99+0.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,921 | $422.7 萬 | 1.9% | −169−1.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 54,108 | $390.4 萬 | 1.7% | −395−0.7% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 15,203 | $389.0 萬 | 1.7% | −302−1.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 42,864 | $376.2 萬 | 1.7% | +704+1.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 18,251 | $365.2 萬 | 1.6% | −351−1.9% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 19,317 | $346.9 萬 | 1.5% | −1,031−5.1% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 55,008 | $345.9 萬 | 1.5% | −1,517−2.7% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 12,186 | $342.7 萬 | 1.5% | +570+4.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 22,235 | $336.9 萬 | 1.5% | −114−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,181 | $333.3 萬 | 1.5% | −457−4.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 9,589 | $329.0 萬 | 1.5% | −10.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,234 | $325.7 萬 | 1.4% | +504+5.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,000 | $319.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,001 | $304.8 萬 | 1.3% | +16+0.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 14,030 | $303.7 萬 | 1.3% | +350+2.6% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 12,830 | $302.7 萬 | 1.3% | −3,306−20.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 36,779 | $298.9 萬 | 1.3% | −265−0.7% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 30,445 | $293.0 萬 | 1.3% | −45−0.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 39,091 | $279.1 萬 | 1.2% | +1,370+3.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,887 | $276.8 萬 | 1.2% | −97−0.5% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 40,357 | $275.6 萬 | 1.2% | +236+0.6% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 10,355 | $263.5 萬 | 1.2% | +7,405+251.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 33,014 | $258.3 萬 | 1.1% | −580−1.7% | 減碼 | 歷史 |
| BA.PABoeing Co | DEP CONV PFD A | 38,037 | $256.0 萬 | 1.1% | −1,392−3.5% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 21,641 | $253.8 萬 | 1.1% | +715+3.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 22,072 | $250.0 萬 | 1.1% | +337+1.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 15,366 | $240.7 萬 | 1.1% | +1,701+12.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,817 | $217.3 萬 | 1.0% | +8+0.1% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 20,223 | $216.6 萬 | 1.0% | +1,007+5.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,773 | $207.1 萬 | 0.9% | +338+13.9% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 75,063 | $199.3 萬 | 0.9% | −1,240−1.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,918 | $196.4 萬 | 0.9% | −33−0.8% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 7,438 | $185.9 萬 | 0.8% | +90+1.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,869 | $185.7 萬 | 0.8% | +692+11.2% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 10,618 | $168.5 萬 | 0.7% | +382+3.7% | 加碼 | – |
| PFEPfizer Inc | Stock | 69,581 | $167.6 萬 | 0.7% | +385+0.6% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 5,327 | $166.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 22,274 | $165.6 萬 | 0.7% | −1,579−6.6% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 25,810 | $159.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,560 | $157.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 12,013 | $152.1 萬 | 0.7% | +373+3.2% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 16,532 | $149.6 萬 | 0.7% | +1,123+7.3% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 7,975 | $147.7 萬 | 0.7% | −7−0.1% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 27,396 | $146.9 萬 | 0.6% | +1,015+3.8% | 加碼 | – |
| ALBAlbemarle Corp | Stock | 10,810 | $146.0 萬 | 0.6% | +205+1.9% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 3,175 | $143.2 萬 | 0.6% | −2−0.1% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 78,550 | $142.0 萬 | 0.6% | +37,800+92.8% | 加碼 | 歷史 |
| BBBLACKBERRY Ltd | COM | 109,700 | $138.8 萬 | 0.6% | −6,000−5.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,735 | $128.4 萬 | 0.6% | −835−12.7% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 24,641 | $114.9 萬 | 0.5% | +230+0.9% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 25,815 | $111.5 萬 | 0.5% | −655−2.5% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,768 | $110.2 萬 | 0.5% | +1,768 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 8,025 | $101.4 萬 | 0.4% | −365−4.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,750 | $97.5 萬 | 0.4% | −200−1.8% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 15,057 | $96.4 萬 | 0.4% | −18,061−54.5% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 7,798 | $95.5 萬 | 0.4% | +75+1.0% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 2,400 | $81.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 5,132 | $81.2 萬 | 0.4% | −28−0.5% | 減碼 | – |
| LINLinde PLC | Stock | 1,500 | $77.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 9,412 | $76.4 萬 | 0.3% | +9,412 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 23,700 | $75.2 萬 | 0.3% | +3,500+17.3% | 加碼 | – |
| WELLWelltower Inc. | REIT | 3,250 | $73.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 6,500 | $69.9 萬 | 0.3% | +3,500+116.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,364 | $69.5 萬 | 0.3% | +1,364 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,679 | $67.7 萬 | 0.3% | +4,679 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,344 | $66.4 萬 | 0.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 29,490 | $60.4 萬 | 0.3% | −59−0.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 606 | $56.7 萬 | 0.3% | −49−7.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,560 | $56.5 萬 | 0.2% | −65−4.0% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,342 | $52.7 萬 | 0.2% | +203+3.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 48,122 | $52.2 萬 | 0.2% | −1,158−2.3% | 減碼 | – |
| BACBank of America Corp | Stock | 8,875 | $50.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 10,164 | $44.8 萬 | 0.2% | −104−1.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,015 | $41.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,549 | $37.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,730 | $35.8 萬 | 0.2% | +400+9.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 637 | $31.9 萬 | 0.1% | −110−14.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 670 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 665 | $26.4 萬 | 0.1% | +665 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,994 | $26.3 萬 | 0.1% | +379+14.5% | 加碼 | – |
| CVXChevron Corp | Stock | 1,570 | $26.0 萬 | 0.1% | +150+10.6% | 加碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 2,500 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SCIService Corp International | COM | 2,982 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。