跳到主要內容

Perkins Coie Trust Co

SEC CIK
0001513038
最新申報
2026/7/9

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/7/10 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
296
較 2025 年第 1 季 −198
總值
$5.87 億
較 2025 年第 1 季 +$1.46 億 (+33.1%)
申報日
2025/7/10
SEC
Perkins Coie Trust Co 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MDTMedtronic plcStock1,155,425$1.01 億17.2%+1,117,570+2,952.2%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF646,249$3,684 萬6.3%+16,498+2.6%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF127,896$3,579 萬6.1%−507−0.4%減碼–
MSFTMicrosoft CorpStock62,261$3,097 萬5.3%−352−0.6%減碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW208,880$2,281 萬3.9%+3,421+1.7%加碼–
AAPLApple Inc.Stock94,967$1,948 萬3.3%+126+0.1%加碼歷史
Vanguard Morningstar Value ETF922908744ETF95,524$1,688 萬2.9%+8,327+9.5%加碼–
iShares S&P 500 Growth ETF464287309ETF126,267$1,390 萬2.4%−2,770−2.1%減碼–
ETNEaton Corp plcStock31,390$1,121 萬1.9%+1,318+4.4%加碼歷史
GOOGLAlphabet Inc.Stock61,437$1,083 萬1.8%−61−0.1%減碼歷史
VVisa Inc.Stock28,006$994.3 萬1.7%−524−1.8%減碼歷史
AVGOBroadcom Inc.Stock35,983$991.8 萬1.7%−390−1.1%減碼歷史
Vanguard Mid Cap ETF92290862REQUITY - MIDCAP - ETF35,214$985.4 萬1.7%00.0%不變–
AMZNAmazon Com IncStock42,187$925.5 萬1.6%+767+1.9%加碼歷史
NVDANVIDIA CorpStock56,630$894.7 萬1.5%+7,011+14.1%加碼歷史
BABoeing CoStock42,641$893.5 萬1.5%−20.0%減碼歷史
iShares Tr464287721U.S. TECH ETF50,471$874.5 萬1.5%−1,275−2.5%減碼–
ORCLOracle CorpStock37,547$820.9 萬1.4%−111−0.3%減碼歷史
HDHome Depot, Inc.Stock20,007$733.5 萬1.2%−272−1.3%減碼歷史
METAMeta Platforms, Inc.Stock9,515$702.3 萬1.2%+2,330+32.4%加碼歷史
VanEck Semiconductor ETF92189F676ETF23,837$664.8 萬1.1%+68+0.3%加碼–
JPMJPMorgan Chase & CoStock22,897$663.8 萬1.1%−114−0.5%減碼歷史
BLKBlackRock, Inc.Stock5,929$622.1 萬1.1%−88−1.5%減碼歷史
PGProcter & Gamble CoStock36,250$577.5 萬1.0%−416−1.1%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF69,863$570.4 萬1.0%−1,382−1.9%減碼–
CBChubb LtdStock18,414$533.5 萬0.9%−185−1.0%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM93,171$529.6 萬0.9%+78,686+543.2%加碼–
SCHWSchwab Charles CorpStock57,449$524.2 萬0.9%−9,097−13.7%減碼歷史
CVXChevron CorpStock36,437$521.7 萬0.9%−1,196−3.2%減碼歷史
LLYEli Lilly & CoStock6,633$517.1 萬0.9%+62+0.9%加碼歷史
IBMInternational Business Machines CorpStock17,447$514.3 萬0.9%−654−3.6%減碼歷史
CSCOCisco Systems, Inc.Stock68,980$478.6 萬0.8%−3,013−4.2%減碼歷史
COSTCostco Wholesale CorpStock4,799$475.1 萬0.8%+194+4.2%加碼歷史
QCOMQualcomm IncStock27,413$436.6 萬0.7%−2,203−7.4%減碼歷史
DHRDanaher CorpStock21,174$418.3 萬0.7%+373+1.8%加碼歷史
HONHoneywell International IncCOM17,912$417.1 萬0.7%−213−1.2%減碼歷史
PEPPepsiCo IncStock31,569$416.8 萬0.7%+70+0.2%加碼歷史
SYKStryker CorpStock10,514$416.0 萬0.7%−306−2.8%減碼歷史
WFCWells Fargo & CompanyStock51,812$415.1 萬0.7%−165−0.3%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF45,301$412.1 萬0.7%−699−1.5%減碼–
UNHUnitedHealth Group IncStock12,232$381.6 萬0.6%+486+4.1%加碼歷史
UNPUnion Pacific CorpStock16,375$376.7 萬0.6%−305−1.8%減碼歷史
AMTAmerican Tower CorpREIT16,517$365.0 萬0.6%−932−5.3%減碼歷史
ABBVAbbVie Inc.Stock19,421$360.5 萬0.6%−257−1.3%減碼歷史
TAT&T Inc.Stock121,870$352.6 萬0.6%−3,049−2.4%減碼歷史
DISWalt Disney CoStock27,958$346.7 萬0.6%−938−3.2%減碼歷史
ECLEcolab Inc.Stock12,200$328.7 萬0.6%+27+0.2%加碼歷史
METMetlife IncStock39,801$320.1 萬0.5%−884−2.2%減碼歷史
SBUXStarbucks CorpStock31,818$291.5 萬0.5%−3,244−9.3%減碼歷史
iShares Tr464287556ISHARES BIOTECH21,119$267.2 萬0.5%−1,493−6.6%減碼–
ACNAccenture plcStock8,650$258.5 萬0.4%−529−5.8%減碼歷史
ORealty Income CorpREIT40,033$230.6 萬0.4%−773−1.9%減碼歷史
MARMarriott International IncStock8,373$228.7 萬0.4%−544−6.1%減碼歷史
UPSUnited Parcel Service IncStock21,759$219.6 萬0.4%+35+0.2%加碼歷史
IAUiShares Gold TrustETF35,110$218.9 萬0.4%−2,237−6.0%減碼歷史
Vanguard S&P 500 ETF922908363ETF3,837$217.9 萬0.4%+194+5.3%加碼–
DHIHorton D R IncCOM16,903$217.9 萬0.4%−69−0.4%減碼歷史
CATCaterpillar IncStock5,588$216.9 萬0.4%−306−5.2%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF6,521$198.2 萬0.3%+1,615+32.9%加碼–
PFEPfizer IncStock76,210$184.6 萬0.3%−6,027−7.3%減碼歷史
PANWPalo Alto Networks IncStock8,488$173.7 萬0.3%−15−0.2%減碼歷史
GOOGAlphabet Inc.Stock9,719$172.4 萬0.3%+4,576+89.0%加碼歷史
FCXFreeport-McMoran IncStock37,378$162.0 萬0.3%−1,669−4.3%減碼歷史
CMCSAComcast CorpStock43,000$153.4 萬0.3%−5,714−11.7%減碼歷史
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF61,599$111.7 萬0.2%+8,870+16.8%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT6,083$110.6 萬0.2%00.0%不變–
FISVFiserv IncStock5,990$103.3 萬0.2%−7−0.1%減碼歷史
PHParker-Hannifin CorpStock1,432$100.0 萬0.2%−5−0.3%減碼歷史
XOMExxonMobil Holdings CorpCOM8,590$92.6 萬0.2%+579+7.2%加碼歷史
INTUIntuit Inc.Stock992$78.1 萬0.1%−1−0.1%減碼歷史
LINELineage, Inc.COM17,571$76.5 萬0.1%+17,571新進歷史
BRK.ABerkshire Hathaway IncCL A1$72.9 萬0.1%00.0%不變歷史
VLTOVeralto CorpStock7,159$72.3 萬0.1%+94+1.3%加碼歷史
iShares Russell 2000 ETF464287655ETF3,105$67.0 萬0.1%−15,758−83.5%減碼–
MSFTMicrosoft CorpCOMMON STOCK1,295$64.4 萬0.1%+2+0.2%加碼歷史
CMECME Group Inc.COM2,251$62.0 萬0.1%+2,251新進歷史
ADPAutomatic Data Processing IncStock2,003$61.8 萬0.1%00.0%不變歷史
DVADavita Inc.COM4,145$59.0 萬0.1%00.0%不變歷史
BXBlackstone Inc.COM3,843$57.5 萬0.1%00.0%不變歷史
MDLZMondelez International, Inc.Stock8,050$54.3 萬0.1%−6,024−42.8%減碼歷史
JNJJohnson & JohnsonStock3,277$50.1 萬0.1%−6−0.2%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF2,379$48.7 萬0.1%00.0%不變–
MRKMerck & Co., Inc.Stock5,878$46.5 萬0.1%−143−2.4%減碼歷史
EXASExact Sciences CorpCOM8,650$46.0 萬0.1%00.0%不變歷史
MCDMcDonalds CorpStock1,572$45.9 萬0.1%+664+73.1%加碼歷史
GILDGilead Sciences, Inc.Stock3,880$43.0 萬0.1%00.0%不變歷史
TRGPTarga Resources Corp.COM2,236$38.9 萬0.1%00.0%不變歷史
NVONovo Nordisk A SADR5,542$38.3 萬0.1%−3−0.1%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF866$38.0 萬0.1%−6−0.7%減碼–
State Street SPDR S&P Biotech ETF78464A870ETF4,377$36.3 萬0.1%−450−9.3%減碼–
Vanguard Real Estate ETF922908553ETF4,022$35.8 萬0.1%−209−4.9%減碼–
JCIJohnson Controls International plcStock3,352$35.4 萬0.1%−8−0.2%減碼歷史
BPOPPopular, Inc.COM NEW3,200$35.3 萬0.1%00.0%不變歷史
THFFFirst Financial CorpStock6,450$34.9 萬0.1%−100−1.5%減碼歷史
LMTLockheed Martin CorpStock753$34.9 萬0.1%00.0%不變歷史
PMPhilip Morris International Inc.Stock1,875$34.1 萬0.1%−4−0.2%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,495$33.9 萬0.1%−7−0.5%減碼歷史
KOCoca Cola CoStock4,547$32.2 萬0.1%−155−3.3%減碼歷史
BRK.BBerkshire Hathaway IncStock644$31.3 萬0.1%00.0%不變歷史
BCHBank of ChileSPONSORED ADS9,405$28.6 萬<0.1%00.0%不變歷史

2025 年第 1 季之後清倉(207 檔)

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 207 檔。

Perkins Coie Trust Co 在 2025 年第 1 季之後清倉的部位
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
Barrick Gold Corp067901108COM8,025$15.6 萬<0.1%–
DFSDiscover Financial ServicesCOM281$4.80 萬<0.1%歷史
LANDGladstone Land CorpCOM3,000$3.16 萬<0.1%歷史
OXYOccidental Petroleum CorpStock500$2.47 萬<0.1%歷史
CLXClorox CoStock150$2.21 萬<0.1%歷史
SLBSLB LimitedStock405$1.69 萬<0.1%歷史
WPMWheaton Precious Metals Corp.COM200$1.55 萬<0.1%歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF54$1.32 萬<0.1%–
CRLCharles River Laboratories International, Inc.COM60$9,031<0.1%歷史
NFLXNetflix IncStock9$8,392<0.1%歷史
SDGRSchrodinger, Inc.COM400$7,892<0.1%歷史
CRSPCRISPR Therapeutics AGNAMEN AKT200$6,804<0.1%歷史
BABAAlibaba Group Holding LtdADR47$6,214<0.1%歷史
NUENucor CorpCOM50$6,017<0.1%歷史
AMDAdvanced Micro Devices IncStock37$3,801<0.1%歷史
LYFTLyft, Inc.CL A COM264$3,133<0.1%歷史
JWNNordstrom IncStock120$2,934<0.1%歷史
BSXBoston Scientific CorpStock28$2,824<0.1%歷史
TJXTJX Companies IncStock23$2,801<0.1%歷史
KLACKLA CorpCOM NEW4$2,718<0.1%歷史
GNTXGentex CorpCOM105$2,445<0.1%歷史
ANETArista Networks, Inc.Stock28$2,168<0.1%歷史
NRGNRG Energy, Inc.Stock21$2,004<0.1%歷史
PGRProgressive CorpStock6$1,698<0.1%歷史
MSMorgan StanleyStock12$1,400<0.1%歷史
SHELShell plcADR18$1,319<0.1%歷史
URIUnited Rentals, Inc.COM2$1,252<0.1%歷史
ULUnilever PLCSPON ADR NEW21$1,250<0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM6$1,232<0.1%歷史
AONAon plcCL A3$1,197<0.1%歷史
AXPAmerican Express CoStock4$1,076<0.1%歷史
TTTrane Technologies plcSHS3$1,010<0.1%歷史
RELXRELX PLCSPONSORED ADR20$1,008<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW2$990<0.1%歷史
GWWW.W. Grainger, Inc.Stock1$987<0.1%歷史
HLIHoulihan Lokey, Inc.CL A6$969<0.1%歷史
AMPAmeriprise Financial IncCOM2$968<0.1%歷史
NXPINXP Semiconductors N.V.COM5$950<0.1%歷史
TTETotalEnergies SESPONSORED ADS13$840<0.1%歷史
CFGCitizens Financial Group IncCOM20$819<0.1%歷史
ROADConstruction Partners, Inc.COM CL A11$790<0.1%歷史
WBDWarner Bros. Discovery, Inc.Stock73$783<0.1%歷史
HWMHowmet Aerospace Inc.Stock6$778<0.1%歷史
WABWestinghouse Air Brake Technologies CorpStock4$725<0.1%歷史
AWIArmstrong World Industries IncCOM5$704<0.1%歷史
TPRTapestry, Inc.COM10$704<0.1%歷史
AIGAmerican International Group, Inc.Stock8$695<0.1%歷史
HCAHCA Healthcare, Inc.COM2$691<0.1%歷史
AJGArthur J. Gallagher & Co.COM2$690<0.1%歷史
APOApollo Global Management, Inc.COM5$684<0.1%歷史
WTWWillis Towers Watson PLCSHS2$675<0.1%歷史
MCKMcKesson CorpStock1$672<0.1%歷史
RIORio Tinto PLCADR11$660<0.1%歷史
CICigna GroupStock2$658<0.1%歷史
CBRECbre Group, Inc.CL A5$653<0.1%歷史
INGING Groep NVSPONSORED ADR33$646<0.1%歷史
SOSouthern CoStock7$643<0.1%歷史
RBCRBC Bearings INCCOM2$643<0.1%歷史
CAKECheesecake Factory IncCOM13$632<0.1%歷史
CMICummins IncStock2$626<0.1%歷史
CCEPCoca-Cola Europacific Partners plcSHS7$609<0.1%歷史
DKSDick's Sporting Goods, Inc.Stock3$604<0.1%歷史
CMGChipotle Mexican Grill IncCOM12$602<0.1%歷史
FITBFifth Third BancorpCOM15$588<0.1%歷史
PPLPPL CorpCOM16$577<0.1%歷史
PRIPrimerica, Inc.Stock2$569<0.1%歷史
JBLJabil IncStock4$544<0.1%歷史
CTSHCognizant Technology Solutions CorpCL A7$535<0.1%歷史
EMNEastman Chemical CoStock6$528<0.1%歷史
HLMNHillman Solutions Corp.COM59$518<0.1%歷史
EVTCEVERTEC, Inc.COM14$514<0.1%歷史
WSOWatsco IncCOM1$508<0.1%歷史
TXTTextron IncCOM7$505<0.1%歷史
FFINFirst Financial Bankshares IncCOM14$502<0.1%歷史
SNYSanofiSPONSORED ADR9$499<0.1%歷史
JBTMJBT Marel CorpCOM4$488<0.1%歷史
WDFCWD 40 CoCOM2$488<0.1%歷史
MASMasco CorpCOM7$486<0.1%歷史
VRTXVertex Pharmaceuticals IncStock1$484<0.1%歷史
RLIRli CorpCOM6$481<0.1%歷史
MLMMartin Marietta Materials IncCOM1$478<0.1%歷史
ALCAlcon IncStock5$474<0.1%歷史
DELLDell Technologies Inc.Stock5$455<0.1%歷史
KVUEKenvue Inc.Stock19$455<0.1%歷史
NDAQNasdaq, Inc.COM6$455<0.1%歷史
SWSmurfit Westrock plcStock10$450<0.1%歷史
LSTRLandstar System IncCOM3$450<0.1%歷史
AZNAstraZeneca PLCSPONSORED ADR6$441<0.1%歷史
GTYGetty Realty CorpCOM14$436<0.1%歷史
ELVElevance Health, Inc.Stock1$434<0.1%歷史
BWABorgwarner IncCOM15$429<0.1%歷史
SNPSSynopsys IncCOM1$428<0.1%歷史
ALLAllstate CorpStock2$414<0.1%歷史
BOHBank of Hawaii CorpCOM6$413<0.1%歷史
CTASCintas CorpStock2$411<0.1%歷史
EHCEncompass Health CorpCOM4$405<0.1%歷史
ADIAnalog Devices IncStock2$403<0.1%歷史
CHHChoice Hotels International IncCOM3$398<0.1%歷史
HDBHDFC Bank LtdSPONSORED ADS6$398<0.1%歷史
CLHClean Harbors IncCOM2$394<0.1%歷史