Mizuho Securities Co. Ltd.
- SEC CIK
- 0001520309
- 最新申報
- 2026/5/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/12 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 49
- 較 2025 年第 1 季 −1
- 總值
- $2,769 萬
- 較 2025 年第 1 季 +$1,926 萬 (+228.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 46,780 | $739.1 萬 | 26.7% | +39,500+542.6% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 15,050 | $185.5 萬 | 6.7% | +14,380+2,146.3% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 10,970 | $177.4 萬 | 6.4% | +3,920+55.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,620 | $153.3 萬 | 5.5% | +5,580+13,950.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,920 | $145.2 萬 | 5.2% | +2,580+758.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,060 | $144.9 萬 | 5.2% | +4,060 | 新進 | 歷史 |
| BABoeing Co | Stock | 5,280 | $110.6 萬 | 4.0% | +5,280 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 9,840 | $100.7 萬 | 3.6% | +8,500+634.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,080 | $100.2 萬 | 3.6% | +5,010+163.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,970 | $94.3 萬 | 3.4% | −1,040−25.9% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 5,870 | $75.4 萬 | 2.7% | +5,270+878.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,010 | $71.4 萬 | 2.6% | +1,960+3,920.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 7,480 | $69.8 萬 | 2.5% | +2,450+48.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,930 | $64.3 萬 | 2.3% | +170+6.2% | 加碼 | 歷史 |
| XPEVXpeng Inc. | ADS | 34,023 | $60.8 萬 | 2.2% | +34,023 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,060 | $57.6 萬 | 2.1% | +2,350+137.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 460 | $35.9 萬 | 1.3% | +310+206.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 480 | $35.4 萬 | 1.3% | −230−32.4% | 減碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 9,100 | $29.7 萬 | 1.1% | +9,100 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 220 | $29.5 萬 | 1.1% | −10−4.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,430 | $29.3 萬 | 1.1% | +570+66.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,660 | $29.3 萬 | 1.1% | +1,270+325.6% | 加碼 | 歷史 |
| BILIBilibili Inc. | SPONS ADS REP Z | 12,100 | $26.0 萬 | 0.9% | +12,100 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 800 | $22.1 萬 | 0.8% | +630+370.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,130 | $20.8 萬 | 0.8% | +2,130 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 970 | $19.9 萬 | 0.7% | −810−45.5% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 500 | $14.4 萬 | 0.5% | +500 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 2,230 | $13.9 萬 | 0.5% | +2,230 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 340 | $13.2 萬 | 0.5% | +110+47.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 130 | $12.9 萬 | 0.5% | +130 | 新進 | 歷史 |
| XYZBlock, Inc. | CL A | 1,670 | $11.3 萬 | 0.4% | +990+145.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 690 | $11.0 萬 | 0.4% | +490+245.0% | 加碼 | 歷史 |
| LILi Auto Inc. | SPONSORED ADS | 3,950 | $10.7 萬 | 0.4% | +3,950 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 400 | $10.3 萬 | 0.4% | +400 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 350 | $7.93 萬 | 0.3% | −4,190−92.3% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 550 | $6.24 萬 | 0.2% | +550 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 100 | $5.09 萬 | 0.2% | −420−80.8% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 670 | $4.98 萬 | 0.2% | +560+509.1% | 加碼 | 歷史 |
| BIDUBaidu, Inc. | ADR | 500 | $4.29 萬 | 0.2% | +500 | 新進 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 950 | $4.13 萬 | 0.1% | +950 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 110 | $3.19 萬 | 0.1% | +90+450.0% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 500 | $2.10 萬 | 0.1% | +500 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 110 | $2.01 萬 | 0.1% | +110 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 20 | $1.42 萬 | 0.1% | −310−93.9% | 減碼 | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 1,205 | $8,182 | <0.1% | +1,205 | 新進 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 501 | $3,833 | <0.1% | +501 | 新進 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 300 | $2,913 | <0.1% | +200+200.0% | 加碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 200 | $2,502 | <0.1% | −100−33.3% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 10 | $1,109 | <0.1% | +10 | 新進 | 歷史 |
2025 年第 1 季之後清倉（20 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 |
|---|---|---|---|---|---|
| WMWaste Management Inc | Stock | 1,200 | $27.8 萬 | 3.3% | 歷史 |
| CVXChevron Corp | Stock | 1,080 | $18.1 萬 | 2.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 430 | $16.5 萬 | 2.0% | 歷史 |
| IBNIcici Bank Ltd | ADR | 5,000 | $15.8 萬 | 1.9% | 歷史 |
| MAMastercard Inc | Stock | 250 | $13.7 萬 | 1.6% | 歷史 |
| TNMGTNL Mediagene | SHS | 168,298 | $12.8 萬 | 1.5% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 930 | $6.86 萬 | 0.8% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 120 | $5.94 萬 | 0.7% | 歷史 |
| MMM3M Co | Stock | 380 | $5.58 萬 | 0.7% | 歷史 |
| DASHDoorDash, Inc. | Stock | 300 | $5.48 萬 | 0.7% | 歷史 |
| TAT&T Inc. | Stock | 1,650 | $4.67 萬 | 0.6% | 歷史 |
| ONOn Semiconductor Corp | Stock | 1,100 | $4.48 萬 | 0.5% | 歷史 |
| KOCoca Cola Co | Stock | 460 | $3.29 萬 | 0.4% | 歷史 |
| INTCIntel Corp | Stock | 1,400 | $3.18 萬 | 0.4% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 90 | $2.24 萬 | 0.3% | 歷史 |
| JNJJohnson & Johnson | Stock | 130 | $2.16 萬 | 0.3% | 歷史 |
| NKENIKE, Inc. | Stock | 120 | $7,618 | 0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 120 | $7,446 | 0.1% | 歷史 |
| DDD3D Systems Corp | COM NEW | 680 | $1,442 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 20 | $571 | <0.1% | 歷史 |