Tobam
- SEC CIK
- 0001527488
- 最新申報
- 2026/7/31
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 253
- 較 2025 年第 1 季 +2
- 總值
- $2.56 億
- 較 2025 年第 1 季 +$2,224 萬 (+9.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 290 | $7.50 萬 | <0.1% | +290 | 新進 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 470 | $7.60 萬 | <0.1% | +349+288.4% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 43 | $7.90 萬 | <0.1% | +43 | 新進 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 484 | $8.20 萬 | <0.1% | −113−18.9% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 103 | $8.20 萬 | <0.1% | +101+5,050.0% | 加碼 | 歷史 |
| FNVFranco Nevada Corp | Stock | 379 | $8.50 萬 | <0.1% | −313−45.2% | 減碼 | 歷史 |
| TECKTeck Resources Ltd | CL B | 1,536 | $8.50 萬 | <0.1% | +1,536 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 287 | $8.90 萬 | <0.1% | +224+355.6% | 加碼 | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 6,038 | $9.10 萬 | <0.1% | +6,038 | 新進 | 歷史 |
| PTCPTC Inc. | Stock | 542 | $9.30 萬 | <0.1% | +369+213.3% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 521 | $9.60 萬 | <0.1% | +48+10.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 319 | $9.80 萬 | <0.1% | −201−38.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 251 | $9.90 萬 | <0.1% | −35−12.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 539 | $9.90 萬 | <0.1% | +521+2,894.4% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 935 | $10.0 萬 | <0.1% | +283+43.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 287 | $10.5 萬 | <0.1% | −590−67.3% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 770 | $11.1 萬 | <0.1% | −50−6.1% | 減碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 353 | $11.5 萬 | <0.1% | −3,013−89.5% | 減碼 | 歷史 |
| TACTransalta Corp | COM | 7,979 | $11.7 萬 | <0.1% | −2,964−27.1% | 減碼 | 歷史 |
| HIVEHIVE Digital Technologies Ltd. | COM NEW | 65,234 | $11.7 萬 | <0.1% | +52,880+428.0% | 加碼 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 2,756 | $12.0 萬 | <0.1% | +486+21.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 983 | $12.1 萬 | <0.1% | −136−12.2% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 664 | $12.2 萬 | <0.1% | +140+26.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 241 | $12.3 萬 | <0.1% | +241 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 816 | $12.8 萬 | <0.1% | +251+44.4% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 532 | $13.2 萬 | 0.1% | −251−32.1% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 520 | $13.2 萬 | 0.1% | −376−42.0% | 減碼 | 歷史 |
| CLSCelestica Inc | Stock | 656 | $14.0 萬 | 0.1% | −320−32.8% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 1,334 | $14.3 萬 | 0.1% | +143+12.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 146 | $14.5 萬 | 0.1% | −113−43.6% | 減碼 | 歷史 |
| BBBLACKBERRY Ltd | COM | 24,261 | $15.2 萬 | 0.1% | +1,393+6.1% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,607 | $15.8 萬 | 0.1% | −10,119−86.3% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,676 | $16.1 萬 | 0.1% | −14,439−89.6% | 減碼 | 歷史 |
| RCIRogers Communications Inc | CL B | 4,005 | $16.2 萬 | 0.1% | +2,394+148.6% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 1,919 | $16.4 萬 | 0.1% | +1,006+110.2% | 加碼 | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 14,629 | $16.5 萬 | 0.1% | +3,076+26.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 573 | $16.6 萬 | 0.1% | +573 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 2,642 | $18.3 萬 | 0.1% | +1,825+223.4% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,064 | $18.8 萬 | 0.1% | −321−13.5% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 1,984 | $19.6 萬 | 0.1% | −1,213−37.9% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 528 | $20.5 萬 | 0.1% | +426+417.6% | 加碼 | 歷史 |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 12,480 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 662 | $21.1 萬 | 0.1% | −301−31.3% | 減碼 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 775 | $21.2 萬 | 0.1% | −810−51.1% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 1,505 | $21.4 萬 | 0.1% | −199−11.7% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 1,026 | $22.4 萬 | 0.1% | −3,924−79.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 735 | $23.3 萬 | 0.1% | −807−52.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 178 | $23.8 萬 | 0.1% | −19−9.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,656 | $24.1 萬 | 0.1% | −2,509−48.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,522 | $24.2 萬 | 0.1% | −151−9.0% | 減碼 | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 3,621 | $24.9 萬 | 0.1% | −1,355−27.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,132 | $25.9 萬 | 0.1% | −1,856−62.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,969 | $26.0 萬 | 0.1% | +590+42.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,048 | $29.1 萬 | 0.1% | −844−29.2% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 957 | $30.1 萬 | 0.1% | +957 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 1,758 | $30.3 萬 | 0.1% | +1,758 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,926 | $30.7 萬 | 0.1% | +538+38.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 450 | $31.8 萬 | 0.1% | +262+139.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 4,950 | $34.1 萬 | 0.1% | +4,950 | 新進 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 1,976 | $34.9 萬 | 0.1% | −3,898−66.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 7,897 | $37.4 萬 | 0.1% | +575+7.9% | 加碼 | 歷史 |
| MBLYMobileye Global Inc. | Stock | 20,930 | $37.6 萬 | 0.1% | −5,710−21.4% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 5,166 | $39.2 萬 | 0.2% | −14,427−73.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,189 | $39.5 萬 | 0.2% | −3,465−52.1% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 3,264 | $40.6 萬 | 0.2% | −8,457−72.2% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 7,054 | $41.1 萬 | 0.2% | +7,054 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 2,176 | $47.6 萬 | 0.2% | −3,452−61.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 648 | $47.8 萬 | 0.2% | −264−28.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,573 | $52.8 萬 | 0.2% | −3,642−58.6% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,225 | $55.5 萬 | 0.2% | +8,225 | 新進 | 歷史 |
| CLSKCleanspark, Inc. | COM NEW | 51,426 | $56.7 萬 | 0.2% | +14,631+39.8% | 加碼 | 歷史 |
| MARAMARA Holdings, Inc. | COM | 37,256 | $58.4 萬 | 0.2% | +13,821+59.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,178 | $59.0 萬 | 0.2% | −24,466−88.5% | 減碼 | 歷史 |
| DVADavita Inc. | COM | 4,299 | $61.2 萬 | 0.2% | −176−3.9% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 4,613 | $62.0 萬 | 0.2% | −894−16.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,858 | $62.7 萬 | 0.2% | +133+4.9% | 加碼 | 歷史 |
| HUTHut 8 Corp. | COM | 34,945 | $65.0 萬 | 0.3% | +11,482+48.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,183 | $66.5 萬 | 0.3% | +270+29.6% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 10,217 | $69.4 萬 | 0.3% | +2,487+32.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 28,898 | $70.0 萬 | 0.3% | −37,857−56.7% | 減碼 | 歷史 |
| WTWisdomTree, Inc. | COM | 62,150 | $71.5 萬 | 0.3% | +7,059+12.8% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 5,928 | $75.2 萬 | 0.3% | +759+14.7% | 加碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 44,861 | $76.7 萬 | 0.3% | +7,053+18.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,544 | $76.8 萬 | 0.3% | −179−10.4% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 2,693 | $77.4 萬 | 0.3% | −3,695−57.8% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 4,845 | $81.4 萬 | 0.3% | −4,088−45.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,307 | $81.9 萬 | 0.3% | +450+24.2% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,187 | $85.0 萬 | 0.3% | −4,567−58.9% | 減碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 11,640 | $89.0 萬 | 0.3% | −25,821−68.9% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 31,364 | $94.9 萬 | 0.4% | −8,027−20.4% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,231 | $100.5 萬 | 0.4% | +4,231 | 新進 | 歷史 |
| SNAPSnap Inc | Stock | 116,036 | $100.8 萬 | 0.4% | −85,693−42.5% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 6,942 | $104.5 萬 | 0.4% | +6,942 | 新進 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 19,077 | $106.7 萬 | 0.4% | −5,980−23.9% | 減碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 54,081 | $110.7 萬 | 0.4% | +54,081 | 新進 | 歷史 |
| IBNIcici Bank Ltd | ADR | 34,192 | $115.0 萬 | 0.4% | +4,412+14.8% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 9,584 | $120.5 萬 | 0.5% | −12,428−56.5% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 18,238 | $124.2 萬 | 0.5% | +10,205+127.0% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 16,071 | $128.2 萬 | 0.5% | −20,916−56.5% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 502 | $131.2 萬 | 0.5% | +106+26.8% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（31 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 |
|---|---|---|---|---|---|
| IFFInternational Flavors & Fragrances Inc | COM | 9,983 | $77.5 萬 | 0.3% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,063 | $50.0 萬 | 0.2% | 歷史 |
| FDXFedEx Corp | Stock | 1,966 | $47.9 萬 | 0.2% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 26,532 | $29.6 萬 | 0.1% | 歷史 |
| APAAPA Corp | Stock | 12,004 | $25.2 萬 | 0.1% | 歷史 |
| TALTAL Education Group | SPONSORED ADS | 10,859 | $14.3 萬 | 0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 758 | $13.6 萬 | 0.1% | 歷史 |
| CAECae Inc | COM | 2,872 | $10.2 萬 | <0.1% | 歷史 |
| BTEBaytex Energy Corp. | COM | 24,598 | $7.80 萬 | <0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 375 | $6.60 萬 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 807 | $5.30 萬 | <0.1% | 歷史 |
| EGOEldorado Gold Corp | COM | 1,730 | $4.20 萬 | <0.1% | 歷史 |
| STNStantec Inc | COM | 293 | $3.50 萬 | <0.1% | 歷史 |
| VRSNVerisign Inc | COM | 136 | $3.50 萬 | <0.1% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 421 | $3.30 萬 | <0.1% | 歷史 |
| CIGIColliers International Group Inc. | SUB VTG SHS | 175 | $3.00 萬 | <0.1% | 歷史 |
| HEIHeico Corp | COM | 111 | $3.00 萬 | <0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 770 | $2.60 萬 | <0.1% | 歷史 |
| CNPCenterpoint Energy Inc | COM | 650 | $2.40 萬 | <0.1% | 歷史 |
| VLOValero Energy Corp | Stock | 167 | $2.20 萬 | <0.1% | 歷史 |
| MOSMosaic Co | COM | 784 | $2.10 萬 | <0.1% | 歷史 |
| IEXIdex Corp | COM | 110 | $2.00 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 242 | $1.90 萬 | <0.1% | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 10 | $1.90 萬 | <0.1% | 歷史 |
| OCOwens Corning | Stock | 116 | $1.70 萬 | <0.1% | 歷史 |
| CIFRCipher Digital Inc. | COM | 7,014 | $1.60 萬 | <0.1% | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 214 | $1.50 萬 | <0.1% | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 144 | $1.40 萬 | <0.1% | 歷史 |
| AOSSmith A O Corp | COM | 199 | $1.30 萬 | <0.1% | 歷史 |
| MGAMagna International Inc | COM | 233 | $1.10 萬 | <0.1% | 歷史 |
| GILGildan Activewear Inc. | Stock | 164 | $1.00 萬 | <0.1% | 歷史 |