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Livermore
Livermore
中文EN

Tobam

SEC CIK
0001527488
最新申報
2026/7/31

2024 年第 2 季持倉

持倉截至 2024/6/30，2024/8/1 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
326
較 2024 年第 1 季 −51
總值
$6.38 億
較 2024 年第 1 季 −$4.78 億 (−42.8%)
申報日
2024/8/1
修正SEC
Tobam 在 2024 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
TFCTruist Financial CorpCOM2,964$11.5 萬<0.1%−7,161−70.7%減碼歷史
METMetlife IncStock1,668$11.7 萬<0.1%−1,359−44.9%減碼歷史
DXCMDexcom IncCOM1,029$11.7 萬<0.1%−959−48.2%減碼歷史
LOWLowes Companies IncStock534$11.8 萬<0.1%−67−11.1%減碼歷史
ROPRoper Technologies IncStock213$12.0 萬<0.1%−242−53.2%減碼歷史
EQIXEquinix IncCOM159$12.0 萬<0.1%−170−51.7%減碼歷史
FISFidelity National Information Services, Inc.Stock1,623$12.2 萬<0.1%−10,289−86.4%減碼歷史
VMRKVivmark ResidentialSH BEN INT1,775$12.3 萬<0.1%−764−30.1%減碼歷史
VRSKVerisk Analytics, Inc.COM458$12.3 萬<0.1%−468−50.5%減碼歷史
EDConsolidated Edison IncStock1,425$12.7 萬<0.1%−160−10.1%減碼歷史
SBACSba Communications CorpCL A648$12.7 萬<0.1%−255−28.2%減碼歷史
MGAMagna International IncCOM2,251$12.9 萬<0.1%−1,828−44.8%減碼歷史
HIGHartford Insurance Group, Inc.Stock1,292$13.0 萬<0.1%−113−8.0%減碼歷史
MSMorgan StanleyStock1,335$13.0 萬<0.1%+617+85.9%加碼歷史
FDSFactset Research Systems IncStock329$13.4 萬<0.1%+133+67.9%加碼歷史
FASTFastenal CoStock2,145$13.5 萬<0.1%−1,372−39.0%減碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR8,003$13.6 萬<0.1%−70,736−89.8%減碼歷史
CNCCentene CorpStock2,094$13.9 萬<0.1%−494−19.1%減碼歷史
CNICanadian National Railway CoStock862$13.9 萬<0.1%−780−47.5%減碼歷史
EXRExtra Space Storage Inc.COM896$13.9 萬<0.1%−645−41.9%減碼歷史
SLFSun Life Financial IncCOM2,066$13.9 萬<0.1%+755+57.6%加碼歷史
AMATApplied Materials IncStock642$15.2 萬<0.1%−1,323−67.3%減碼歷史
AWKAmerican Water Works Company, Inc.Stock1,204$15.6 萬<0.1%−860−41.7%減碼歷史
BMOBank of MontrealCOM1,355$15.6 萬<0.1%00.0%不變歷史
ORealty Income CorpREIT2,973$15.7 萬<0.1%−1,565−34.5%減碼歷史
CCICrown Castle Inc.REIT1,641$16.0 萬<0.1%−1,298−44.2%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock426$16.3 萬<0.1%−527−55.3%減碼歷史
KMBKimberly Clark CorpStock1,201$16.6 萬<0.1%−1,551−56.4%減碼歷史
MNSTMonster Beverage CorpCOM3,326$16.6 萬<0.1%−429−11.4%減碼歷史
PLDPrologis, Inc.REIT1,485$16.7 萬<0.1%−1,642−52.5%減碼歷史
NKENIKE, Inc.Stock2,224$16.8 萬<0.1%−1,555−41.1%減碼歷史
SHWSherwin Williams CoCOM570$17.0 萬<0.1%−218−27.7%減碼歷史
KLACKLA CorpCOM NEW210$17.3 萬<0.1%−185−46.8%減碼歷史
SNPSSynopsys IncCOM294$17.5 萬<0.1%−443−60.1%減碼歷史
FISVFiserv IncStock1,190$17.7 萬<0.1%−674−36.2%減碼歷史
UPSUnited Parcel Service IncStock1,299$17.8 萬<0.1%−2,867−68.8%減碼歷史
AMTAmerican Tower CorpREIT916$17.8 萬<0.1%−1,114−54.9%減碼歷史
CTASCintas CorpStock258$18.1 萬<0.1%+258新進歷史
WTWisdomTree, Inc.COM18,308$18.1 萬<0.1%+18,308新進歷史
PSAPublic StorageCOM634$18.2 萬<0.1%−377−37.3%減碼歷史
TMUST-Mobile US, Inc.Stock1,038$18.3 萬<0.1%−1,084−51.1%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock879$18.5 萬<0.1%−1,178−57.3%減碼歷史
ROKRockwell Automation, IncStock677$18.6 萬<0.1%−371−35.4%減碼歷史
TALTAL Education GroupSPONSORED ADS17,586$18.8 萬<0.1%−207,006−92.2%減碼歷史
ADIAnalog Devices IncStock854$19.5 萬<0.1%+854新進歷史
DEDeere & CoStock531$19.8 萬<0.1%−631−54.3%減碼歷史
CIGIColliers International Group Inc.SUB VTG SHS1,302$19.9 萬<0.1%00.0%不變歷史
ADPAutomatic Data Processing IncStock839$20.0 萬<0.1%−778−48.1%減碼歷史
ADSKAutodesk, Inc.COM837$20.7 萬<0.1%+162+24.0%加碼歷史
TUTelus CorpCOM10,606$22.0 萬<0.1%−3,600−25.3%減碼歷史
XYZBlock, Inc.CL A3,468$22.4 萬<0.1%+1,961+130.1%加碼歷史
AVBAvalonbay Communities IncCOM1,081$22.4 萬<0.1%+189+21.2%加碼歷史
SCHWSchwab Charles CorpStock3,107$22.9 萬<0.1%−3,432−52.5%減碼歷史
ROSTRoss Stores, Inc.COM1,595$23.2 萬<0.1%+39+2.5%加碼歷史
CCitigroup IncStock3,837$24.3 萬<0.1%−7,176−65.2%減碼歷史
BNSBank of Nova ScotiaCOM3,879$24.3 萬<0.1%−251−6.1%減碼歷史
EWEdwards Lifesciences CorpStock2,648$24.5 萬<0.1%−1,536−36.7%減碼歷史
GSGoldman Sachs Group IncStock544$24.6 萬<0.1%−1,582−74.4%減碼歷史
BKNGBooking Holdings Inc.Stock62$24.6 萬<0.1%−92−59.7%減碼歷史
SHOPShopify Inc.Stock2,717$24.6 萬<0.1%+1,442+113.1%加碼歷史
BHCBausch Health Companies Inc.Stock26,148$24.9 萬<0.1%+8,586+48.9%加碼歷史
CDNSCadence Design Systems IncStock839$25.8 萬<0.1%−862−50.7%減碼歷史
ISRGIntuitive Surgical IncCOM NEW581$25.8 萬<0.1%−1,339−69.7%減碼歷史
ELVElevance Health, Inc.Stock479$26.0 萬<0.1%−976−67.1%減碼歷史
MFCManulife Financial CorpCOM7,173$26.1 萬<0.1%−2,026−22.0%減碼歷史
ICEIntercontinental Exchange, Inc.Stock1,924$26.3 萬<0.1%−1,464−43.2%減碼歷史
TPRTapestry, Inc.COM6,596$28.2 萬<0.1%+6,596新進歷史
BLKBlackRock, Inc.COM362$28.5 萬<0.1%−63−14.8%減碼歷史
VETVermilion Energy Inc.COM19,239$29.0 萬<0.1%+295+1.6%加碼歷史
MDLZMondelez International, Inc.Stock4,464$29.2 萬<0.1%−4,020−47.4%減碼歷史
VRTXVertex Pharmaceuticals IncStock625$29.3 萬<0.1%−1,358−68.5%減碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR2,163$29.5 萬<0.1%00.0%不變歷史
MOHMolina Healthcare, Inc.COM996$29.6 萬<0.1%−605−37.8%減碼歷史
CMCSAComcast CorpStock7,694$30.1 萬<0.1%−9,532−55.3%減碼歷史
STNStantec IncCOM2,642$30.3 萬<0.1%+799+43.4%加碼歷史
PRMWPrimo Water CorpCOM10,177$30.4 萬<0.1%−6,603−39.4%減碼歷史
SOSouthern CoStock3,929$30.5 萬<0.1%+200+5.4%加碼歷史
HDHome Depot, Inc.Stock888$30.6 萬<0.1%−600−40.3%減碼歷史
DHRDanaher CorpStock1,240$31.0 萬<0.1%−1,757−58.6%減碼歷史
COSTCostco Wholesale CorpStock369$31.4 萬<0.1%+204+123.6%加碼歷史
ITWIllinois Tool Works IncStock1,324$31.4 萬<0.1%−112−7.8%減碼歷史
CLSCelestica IncStock4,021$31.5 萬<0.1%−2,077−34.1%減碼歷史
ABTAbbott LaboratoriesStock3,039$31.6 萬<0.1%−5,397−64.0%減碼歷史
INTUIntuit Inc.Stock483$31.7 萬<0.1%−66−12.0%減碼歷史
JPMJPMorgan Chase & CoStock1,576$31.9 萬0.1%−558−26.1%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,650$32.5 萬0.1%−416−20.1%減碼歷史
TXNTexas Instruments IncStock1,675$32.6 萬0.1%−2,376−58.7%減碼歷史
CLSKCleanspark, Inc.COM NEW20,487$32.7 萬0.1%−2,655−11.5%減碼歷史
TMOThermo Fisher Scientific Inc.Stock600$33.2 萬0.1%−779−56.5%減碼歷史
BNYBank of New York Mellon CorpStock5,845$35.0 萬0.1%−3,520−37.6%減碼歷史
TWLOTwilio IncCL A6,299$35.8 萬0.1%−1,791−22.1%減碼歷史
MCDMcDonalds CorpStock1,426$36.3 萬0.1%−1,734−54.9%減碼歷史
NTRSNorthern Trust CorpCOM4,377$36.8 萬0.1%−1,578−26.5%減碼歷史
TRPTC Energy CorpCOM7,139$37.0 萬0.1%−1,060−12.9%減碼歷史
RYRoyal Bank of CanadaStock2,546$37.1 萬0.1%00.0%不變歷史
CSCOCisco Systems, Inc.Stock7,839$37.2 萬0.1%−8,983−53.4%減碼歷史
SYKStryker CorpStock1,099$37.4 萬0.1%−868−44.1%減碼歷史
FCNCAFirst Citizens Bancshares IncCL A223$37.5 萬0.1%−6,457−96.7%減碼歷史
CMCanadian Imperial Bank of CommerceCOM5,774$37.6 萬0.1%−1,011−14.9%減碼歷史
BSXBoston Scientific CorpStock4,913$37.8 萬0.1%−3,721−43.1%減碼歷史

2024 年第 1 季之後清倉（70 檔）

2024 年第 1 季季末還持有、這份申報已經沒有的部位。

Tobam 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
MKLMarkel Group Inc.COM657$100.0 萬0.1%歷史
WITWipro LtdSPON ADR 1 SH137,888$79.3 萬0.1%歷史
TRVTravelers Companies, Inc.Stock3,288$75.7 萬0.1%歷史
GTLBGitlab Inc.CLASS A COM10,576$61.7 萬0.1%歷史
BURLBurlington Stores, Inc.COM2,170$50.4 萬<0.1%歷史
FDXFedEx CorpStock1,533$44.4 萬<0.1%歷史
DPZDominos Pizza IncCOM647$32.1 萬<0.1%歷史
TAPMolson Coors Beverage CoCL B4,620$31.1 萬<0.1%歷史
MOSMosaic CoCOM9,332$30.3 萬<0.1%歷史
USBUS Bancorp DECOM NEW5,763$25.8 萬<0.1%歷史
AIGAmerican International Group, Inc.Stock3,134$24.5 萬<0.1%歷史
SYYSysco CorpStock2,722$22.1 萬<0.1%歷史
TSCOTractor Supply CoCOM787$20.6 萬<0.1%歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR2,157$18.7 萬<0.1%歷史
PAYCPaycom Software, Inc.Stock930$18.5 萬<0.1%歷史
AREAlexandria Real Estate Equities, Inc.COM1,391$17.9 萬<0.1%歷史
XYLXylem Inc.COM1,385$17.9 萬<0.1%歷史
DFSDiscover Financial ServicesCOM1,361$17.8 萬<0.1%歷史
ENPHEnphase Energy, Inc.Stock1,362$16.5 萬<0.1%歷史
GPNGlobal Payments IncStock1,165$15.6 萬<0.1%歷史
STLDSteel Dynamics IncCOM1,000$14.8 萬<0.1%歷史
IRMIron Mountain IncCOM1,774$14.2 萬<0.1%歷史
WATWaters CorpCOM400$13.8 萬<0.1%歷史
WSMWilliams Sonoma IncCOM436$13.8 萬<0.1%歷史
DRIDarden Restaurants IncCOM783$13.1 萬<0.1%歷史
LHLabcorp Holdings Inc.COM NEW591$12.9 萬<0.1%歷史
MMM3M CoStock1,091$11.6 萬<0.1%歷史
JBHTHunt J B Transport Services IncCOM572$11.4 萬<0.1%歷史
WPCW. P. Carey Inc.COM1,928$10.9 萬<0.1%歷史
PCARPaccar IncCOM850$10.5 萬<0.1%歷史
MLCOMelco Resorts & Entertainment LTDADR13,728$9.90 萬<0.1%歷史
UNPUnion Pacific CorpStock387$9.50 萬<0.1%歷史
IBKRInteractive Brokers Group, Inc.Stock834$9.30 萬<0.1%歷史
ROLRollins IncCOM1,949$9.00 萬<0.1%歷史
STTState Street CorpCOM1,138$8.80 萬<0.1%歷史
ILMNIllumina, Inc.COM631$8.70 萬<0.1%歷史
TTDTrade Desk, Inc.Stock901$7.90 萬<0.1%歷史
OMCOmnicom Group Inc.COM803$7.80 萬<0.1%歷史
WYWeyerhaeuser CoCOM NEW2,128$7.60 萬<0.1%歷史
ONOn Semiconductor CorpStock1,024$7.50 萬<0.1%歷史
MRVLMarvell Technology, Inc.COM1,057$7.50 萬<0.1%歷史
BROBrown & Brown, Inc.Stock842$7.40 萬<0.1%歷史
CSLCarlisle Companies IncCOM190$7.40 萬<0.1%歷史
COOCooper Companies, Inc.COM696$7.10 萬<0.1%歷史
CINFCincinnati Financial CorpCOM562$7.00 萬<0.1%歷史
PKGPackaging Corp of AmericaStock354$6.70 萬<0.1%歷史
LYVLive Nation Entertainment, Inc.COM630$6.70 萬<0.1%歷史
BALLBALL CorpCOM986$6.60 萬<0.1%歷史
ANSSAnsys IncCOM189$6.60 萬<0.1%歷史
PTCPTC Inc.Stock342$6.50 萬<0.1%歷史
KEYKeycorpCOM4,054$6.40 萬<0.1%歷史
PFGPrincipal Financial Group IncCOM745$6.40 萬<0.1%歷史
RFRegions Financial CorpCOM3,032$6.40 萬<0.1%歷史
IFFInternational Flavors & Fragrances IncCOM748$6.40 萬<0.1%歷史
HSTHost Hotels & Resorts, Inc.COM3,042$6.30 萬<0.1%歷史
SNASnap-on IncCOM214$6.30 萬<0.1%歷史
ACMAecomCOM629$6.20 萬<0.1%歷史
DHIHorton D R IncCOM365$6.00 萬<0.1%歷史
ALGNAlign Technology IncCOM184$6.00 萬<0.1%歷史
LUVSouthwest Airlines CoCOM2,007$5.90 萬<0.1%歷史
VTRVentas, Inc.REIT1,308$5.70 萬<0.1%歷史
TROWPrice T Rowe Group IncStock466$5.70 萬<0.1%歷史
WSOWatsco IncCOM133$5.70 萬<0.1%歷史
WMSAdvanced Drainage Systems, Inc.COM325$5.60 萬<0.1%歷史
PODDInsulet CorpStock316$5.40 萬<0.1%歷史
NLYAnnaly Capital Management IncREIT2,704$5.30 萬<0.1%歷史
BF.BBrown Forman CorpStock990$5.10 萬<0.1%歷史
FBINFortune Brands Innovations, Inc.COM307$2.60 萬<0.1%歷史
AMHAmerican Homes 4 RentCL A534$2.00 萬<0.1%歷史
EMREmerson Electric CoStock93$1.10 萬<0.1%歷史