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Livermore
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Tobam

SEC CIK
0001527488
最新申報
2026/7/31

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/2 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
429
較 2022 年第 1 季 0
總值
$16.0 億
較 2022 年第 1 季 −$3.92 億 (−19.7%)
申報日
2022/8/2
SEC
Tobam 在 2022 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
CRMSalesforce, Inc.Stock1,353$22.3 萬<0.1%+1,134+517.8%加碼歷史
MCOMoodys CorpStock824$22.4 萬<0.1%+824新進歷史
SNPSSynopsys IncCOM736$22.4 萬<0.1%+736新進歷史
AWKAmerican Water Works Company, Inc.Stock1,529$22.7 萬<0.1%+564+58.4%加碼歷史
TWLOTwilio IncCL A2,750$23.0 萬<0.1%00.0%不變歷史
AMATApplied Materials IncStock2,648$24.1 萬<0.1%+2,648新進歷史
ITWIllinois Tool Works IncStock1,328$24.2 萬<0.1%+1,328新進歷史
CAHCardinal Health IncStock4,715$24.6 萬<0.1%+3,416+263.0%加碼歷史
NVDANVIDIA CorpStock1,635$24.8 萬<0.1%+1,635新進歷史
EXPDExpeditors International of Washington IncCOM2,563$25.0 萬<0.1%+1,280+99.8%加碼歷史
NETCloudflare, Inc.CL A COM5,752$25.2 萬<0.1%−813−12.4%減碼歷史
ENPHEnphase Energy, Inc.Stock1,300$25.4 萬<0.1%−5,800−81.7%減碼歷史
JNPRJuniper Networks IncCOM8,970$25.6 萬<0.1%−483,180−98.2%減碼歷史
ELEstee Lauder Companies IncCL A1,040$26.5 萬<0.1%+135+14.9%加碼歷史
ORealty Income CorpREIT3,971$27.1 萬<0.1%+3,301+492.7%加碼歷史
CMGChipotle Mexican Grill IncCOM210$27.5 萬<0.1%00.0%不變歷史
RYRoyal Bank of CanadaStock2,912$28.1 萬<0.1%+439+17.8%加碼歷史
ICEIntercontinental Exchange, Inc.Stock3,031$28.5 萬<0.1%+1,546+104.1%加碼歷史
CINFCincinnati Financial CorpCOM2,428$28.9 萬<0.1%+1,730+247.9%加碼歷史
FDXFedEx CorpStock1,279$29.0 萬<0.1%+139+12.2%加碼歷史
SHWSherwin Williams CoCOM1,294$29.0 萬<0.1%+588+83.3%加碼歷史
BSXBoston Scientific CorpStock7,806$29.1 萬<0.1%+819+11.7%加碼歷史
EWEdwards Lifesciences CorpStock3,079$29.3 萬<0.1%+842+37.6%加碼歷史
AMDAdvanced Micro Devices IncStock3,845$29.4 萬<0.1%+367+10.6%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW3,084$29.5 萬<0.1%−10.0%減碼歷史
FISFidelity National Information Services, Inc.Stock3,252$29.8 萬<0.1%+821+33.8%加碼歷史
BNYBank of New York Mellon CorpStock7,193$30.0 萬<0.1%+3,544+97.1%加碼歷史
EQIXEquinix IncCOM458$30.1 萬<0.1%00.0%不變歷史
USBUS Bancorp DECOM NEW6,552$30.2 萬<0.1%+704+12.0%加碼歷史
GEGeneral Electric CoStock4,821$30.7 萬<0.1%+874+22.1%加碼歷史
CNCCentene CorpStock3,637$30.8 萬<0.1%+1,534+72.9%加碼歷史
TJXTJX Companies IncStock5,652$31.6 萬<0.1%+573+11.3%加碼歷史
TFCTruist Financial CorpCOM6,867$32.6 萬<0.1%+3,735+119.3%加碼歷史
KDPKeurig Dr Pepper Inc.COM9,228$32.7 萬<0.1%−2,961−24.3%減碼歷史
MSMorgan StanleyStock4,415$33.6 萬<0.1%+4,415新進歷史
SYKStryker CorpStock1,709$34.0 萬<0.1%+1,709新進歷史
ROPRoper Technologies IncStock877$34.6 萬<0.1%+523+147.7%加碼歷史
CSCOCisco Systems, Inc.Stock8,151$34.8 萬<0.1%+688+9.2%加碼歷史
PNCPNC Financial Services Group, Inc.Stock2,205$34.8 萬<0.1%+199+9.9%加碼歷史
NLYAnnaly Capital Management IncCOM59,864$35.4 萬<0.1%+19,700+49.0%加碼歷史
BKNGBooking Holdings Inc.Stock206$36.0 萬<0.1%+35+20.5%加碼歷史
WATWaters CorpCOM1,148$38.0 萬<0.1%+877+323.6%加碼歷史
AXPAmerican Express CoStock2,785$38.6 萬<0.1%+1,152+70.5%加碼歷史
MMM3M CoStock2,989$38.7 萬<0.1%+240+8.7%加碼歷史
RFRegions Financial CorpCOM20,707$38.8 萬<0.1%+17,165+484.6%加碼歷史
WMWaste Management IncStock2,543$38.9 萬<0.1%+608+31.4%加碼歷史
ADIAnalog Devices IncStock2,688$39.3 萬<0.1%+2,688新進歷史
DXCMDexcom IncCOM5,368$40.0 萬<0.1%+696+14.9%加碼依 4 比 1 拆股換算歷史
MRSHMarsh & McLennan Companies, Inc.Stock2,585$40.1 萬<0.1%+212+8.9%加碼歷史
EBAYeBay IncCOM9,652$40.2 萬<0.1%−92,612−90.6%減碼歷史
RGENRepligen CorpCOM2,488$40.4 萬<0.1%+2,228+856.9%加碼歷史
ROSTRoss Stores, Inc.COM6,048$42.5 萬<0.1%+4,237+234.0%加碼歷史
OMCOmnicom Group Inc.COM6,844$43.5 萬<0.1%+5,910+632.8%加碼歷史
GFLGFL Environmental Inc.SUB VTG SHS17,356$44.6 萬<0.1%−184,596−91.4%減碼歷史
ROKURoku, IncCOM CL A5,439$44.7 萬<0.1%+345+6.8%加碼歷史
FWONKLiberty Media CorpCOM SER C FRMLA7,061$44.8 萬<0.1%+6,220+739.6%加碼歷史
MDLZMondelez International, Inc.Stock7,233$44.9 萬<0.1%+568+8.5%加碼歷史
TXNTexas Instruments IncStock2,921$44.9 萬<0.1%+1,611+123.0%加碼歷史
ORLYO Reilly Automotive IncStock713$45.0 萬<0.1%+713新進歷史
ADPAutomatic Data Processing IncStock2,164$45.5 萬<0.1%+2,164新進歷史
SBACSba Communications CorpCL A1,434$45.9 萬<0.1%+867+152.9%加碼歷史
VVisa Inc.Stock2,335$46.0 萬<0.1%+2,321+16,578.6%加碼歷史
HDHome Depot, Inc.Stock1,737$47.6 萬<0.1%+1,647+1,830.0%加碼歷史
SHOPShopify Inc.Stock15,762$49.2 萬<0.1%−28,998−64.8%減碼依 10 比 1 拆股換算歷史
PAASPan American Silver CorpStock25,660$50.3 萬<0.1%+5,128+25.0%加碼歷史
CATCaterpillar IncStock2,862$51.2 萬<0.1%+187+7.0%加碼歷史
NKENIKE, Inc.Stock5,125$52.4 萬<0.1%+284+5.9%加碼歷史
GSGoldman Sachs Group IncStock1,773$52.7 萬<0.1%+1,435+424.6%加碼歷史
MARMarriott International IncStock3,952$53.8 萬<0.1%−52,017−92.9%減碼歷史
MSFTMicrosoft CorpStock2,166$55.6 萬<0.1%+2,011+1,297.4%加碼歷史
AMTAmerican Tower CorpREIT2,315$59.2 萬<0.1%+147+6.8%加碼歷史
INTCIntel CorpStock15,894$59.5 萬<0.1%+1,195+8.1%加碼歷史
PODDInsulet CorpStock2,776$60.5 萬<0.1%+139+5.3%加碼歷史
WRBBerkley W R CorpCOM8,935$61.0 萬<0.1%+7,915+776.0%加碼歷史
RVTYRevvity, Inc.COM4,354$61.9 萬<0.1%−44,318−91.1%減碼歷史
LVSLas Vegas Sands CorpCOM18,434$61.9 萬<0.1%−427,429−95.9%減碼歷史
CCICrown Castle Inc.REIT3,931$66.2 萬<0.1%+1,791+83.7%加碼歷史
CCitigroup IncStock14,579$67.0 萬<0.1%+9,386+180.7%加碼歷史
SPGIS&P Global Inc.Stock2,040$68.8 萬<0.1%+706+52.9%加碼歷史
AMGNAmgen IncStock2,832$68.9 萬<0.1%+167+6.3%加碼歷史
ELVElevance Health, Inc.Stock1,437$69.3 萬<0.1%+258+21.9%加碼歷史
ABMDAbiomed IncCOM2,978$73.7 萬<0.1%−36,225−92.4%減碼歷史
QCOMQualcomm IncStock5,881$75.1 萬<0.1%+647+12.4%加碼歷史
CORCencora, Inc.Stock5,322$75.3 萬<0.1%+4,460+517.4%加碼歷史
TALTAL Education GroupSPONSORED ADS155,457$75.7 萬<0.1%−90,750−36.9%減碼歷史
FDSFactset Research Systems IncStock2,009$77.3 萬<0.1%−1,887−48.4%減碼歷史
HSYHershey CoCOM3,606$77.6 萬<0.1%+2,827+362.9%加碼歷史
TSNTyson Foods, Inc.Stock9,044$77.8 萬<0.1%−1,411−13.5%減碼歷史
WFCWells Fargo & CompanyStock20,158$79.0 萬<0.1%+1,135+6.0%加碼歷史
IBMInternational Business Machines CorpStock5,616$79.3 萬<0.1%+1,253+28.7%加碼歷史
DHRDanaher CorpStock3,323$84.2 萬0.1%+220+7.1%加碼歷史
BACBank of America CorpStock27,075$84.3 萬0.1%+15,363+131.2%加碼歷史
DISWalt Disney CoStock9,375$88.5 萬0.1%+581+6.6%加碼歷史
UTHRUnited Therapeutics CorpCOM3,767$88.8 萬0.1%+3,767新進歷史
GOOGLAlphabet Inc.Stock408$88.9 萬0.1%+332+436.8%加碼歷史
CMCSAComcast CorpStock22,984$90.2 萬0.1%+2,524+12.3%加碼歷史
MEOHMethanex CorpCOM24,344$92.8 萬0.1%+4,162+20.6%加碼歷史
MCDMcDonalds CorpStock3,869$95.5 萬0.1%+257+7.1%加碼歷史
DSGXDescartes Systems Group IncCOM15,555$96.5 萬0.1%+15,555新進歷史
ABTAbbott LaboratoriesStock9,390$102.0 萬0.1%+652+7.5%加碼歷史

2022 年第 1 季之後清倉（74 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

Tobam 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
NVAXNovavax IncCOM NEW173,685$1,279 萬0.6%歷史
Discovery Inc25470F302COM SER C286,530$715.5 萬0.4%–
WBDWarner Bros. Discovery, Inc.COM SER A258,099$643.2 萬0.3%歷史
MLCOMelco Resorts & Entertainment LTDADR633,115$483.7 萬0.2%歷史
CHWYChewy, Inc.CL A114,094$465.3 萬0.2%歷史
KGCKinross Gold CorpCOM660,402$388.1 萬0.2%歷史
AMZNAmazon Com IncStock1,115$363.5 萬0.2%歷史
RNGRingCentral, Inc.CL A20,824$244.1 萬0.1%歷史
NBPNovaBridge BiosciencesSPONSORED ADS150,200$243.9 萬0.1%歷史
BLDPBallard Power Systems Inc.COM177,550$206.8 萬0.1%歷史
PGProcter & Gamble CoStock12,102$184.9 萬0.1%歷史
ERIEErie Indemnity CoCL A10,100$177.9 萬0.1%歷史
CIGIColliers International Group Inc.SUB VTG SHS9,923$129.4 萬0.1%歷史
TSCOTractor Supply CoCOM5,390$125.8 萬0.1%歷史
RUNSunrun Inc.COM35,796$108.7 萬0.1%歷史
AGFirst Majestic Silver CorpCOM81,949$107.8 萬0.1%歷史
JPMJPMorgan Chase & CoStock7,161$97.6 萬<0.1%歷史
NEENextera Energy IncStock9,105$77.1 萬<0.1%歷史
GMGeneral Motors CoCOM17,560$76.8 萬<0.1%歷史
UNPUnion Pacific CorpStock2,705$73.9 萬<0.1%歷史
Yamana Gold Inc98462Y100COM129,652$72.5 萬<0.1%–
COPConocoPhillipsStock6,340$63.4 萬<0.1%歷史
Enerplus Corp292766102COM31,480$39.9 萬<0.1%–
FFord Motor CoStock21,669$36.6 萬<0.1%歷史
ZNGAZynga IncCL A38,563$35.6 萬<0.1%歷史
CVXChevron CorpStock2,049$33.4 萬<0.1%歷史
DDominion Energy, IncStock3,780$32.1 萬<0.1%歷史
MROMarathon Oil CorpCOM12,656$31.8 萬<0.1%歷史
BWABorgwarner IncCOM7,161$27.9 萬<0.1%歷史
APDAir Products & Chemicals, Inc.Stock1,060$26.5 萬<0.1%歷史
ADMArcher-Daniels-Midland CoStock2,768$25.0 萬<0.1%歷史
NUENucor CorpCOM1,565$23.3 萬<0.1%歷史
HESHess CorpStock2,061$22.1 萬<0.1%歷史
MCKMcKesson CorpStock696$21.3 萬<0.1%歷史
WMBWilliams Companies, Inc.COM6,265$20.9 萬<0.1%歷史
LUVSouthwest Airlines CoCOM4,529$20.7 萬<0.1%歷史
DVNDevon Energy CorpStock3,415$20.2 萬<0.1%歷史
PEGPublic Service Enterprise Group IncCOM2,773$19.4 萬<0.1%歷史
YUMYum Brands IncStock1,545$18.3 萬<0.1%歷史
KMIKinder Morgan, Inc.Stock9,660$18.3 萬<0.1%歷史
SRESempraStock990$16.6 萬<0.1%歷史
BALLBALL CorpCOM1,741$15.7 萬<0.1%歷史
CMICummins IncStock761$15.6 萬<0.1%歷史
RSGRepublic Services, Inc.COM1,175$15.6 萬<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM3,455$15.5 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW3,519$13.9 萬<0.1%歷史
GWWW.W. Grainger, Inc.Stock253$13.0 萬<0.1%歷史
VMWVmware LLCCL A COM1,097$12.5 萬<0.1%歷史
PCARPaccar IncCOM1,340$11.8 萬<0.1%歷史
WYNNWynn Resorts LtdCOM1,477$11.8 萬<0.1%歷史
FUTUFutu Holdings LtdSPON ADS CL A3,500$11.4 萬<0.1%歷史
OCOwens CorningStock1,185$10.8 萬<0.1%歷史
IPInternational Paper CoCOM2,303$10.6 萬<0.1%歷史
PPLPPL CorpCOM3,207$9.20 萬<0.1%歷史
TRGPTarga Resources Corp.COM1,217$9.20 萬<0.1%歷史
CLFCleveland-Cliffs Inc.COM2,832$9.10 萬<0.1%歷史
OVVOvintiv Inc.COM1,420$7.70 萬<0.1%歷史
APAAPA CorpStock1,782$7.40 萬<0.1%歷史
WOLFWolfspeed, Inc.Stock653$7.40 萬<0.1%歷史
CBRECbre Group, Inc.CL A705$6.50 萬<0.1%歷史
JLLJones Lang Lasalle IncCOM260$6.20 萬<0.1%歷史
WHRWhirlpool CorpStock354$6.10 萬<0.1%歷史
WTRGEssential Utilities, Inc.COM1,161$5.90 萬<0.1%歷史
LIILennox International IncCOM225$5.80 萬<0.1%歷史
WSMWilliams Sonoma IncCOM400$5.80 萬<0.1%歷史
OKEONEOK IncCOM822$5.80 萬<0.1%歷史
STLDSteel Dynamics IncCOM681$5.70 萬<0.1%歷史
LYVLive Nation Entertainment, Inc.COM447$5.30 萬<0.1%歷史
AXONAxon Enterprise, Inc.COM265$3.60 萬<0.1%歷史
TREXTrex Co IncCOM305$2.00 萬<0.1%歷史
NINisource Inc.COM567$1.80 萬<0.1%歷史
PENPenumbra IncCOM60$1.30 萬<0.1%歷史
AXAxos Financial, Inc.COM41$2,000<0.1%歷史
XYZBlock, Inc.CL A5$1,000<0.1%歷史