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Livermore
Livermore
中文EN

Tobam

SEC CIK
0001527488
最新申報
2026/7/31

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/31 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
258
較 2026 年第 1 季 +8
總值
$4.12 億
較 2026 年第 1 季 +$2,776 萬 (+7.2%)
申報日
2026/7/31
SEC
Tobam 在 2026 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
RDDTReddit, Inc.Stock60$1.00 萬<0.1%−2,367−97.5%減碼歷史
ALBAlbemarle CorpStock84$1.10 萬<0.1%−96−53.3%減碼歷史
TMETencent Music Entertainment GroupSPON ADS1,401$1.20 萬<0.1%+1,401新進歷史
HIVEHIVE Digital Technologies Ltd.COM NEW3,243$1.20 萬<0.1%−322−9.0%減碼歷史
EXPEExpedia Group, Inc.Stock55$1.40 萬<0.1%−9−14.1%減碼歷史
DLTRDollar Tree, Inc.COM113$1.40 萬<0.1%−2,913−96.3%減碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR508$1.50 萬<0.1%00.0%不變歷史
TRPTC Energy CorpCOM189$1.80 萬<0.1%+189新進歷史
PBAPembina Pipeline CorpCOM295$1.90 萬<0.1%00.0%不變歷史
WFCWells Fargo & CompanyStock240$2.00 萬<0.1%−479−66.6%減碼歷史
SBACSba Communications CorpCL A111$2.00 萬<0.1%−247−69.0%減碼歷史
EIXEdison InternationalStock278$2.10 萬<0.1%00.0%不變歷史
CMCanadian Imperial Bank of CommerceCOM129$2.10 萬<0.1%00.0%不變歷史
PAASPan American Silver CorpStock395$2.50 萬<0.1%−329−45.4%減碼歷史
BSYBentley Systems IncCOM CL B857$2.60 萬<0.1%+390+83.5%加碼歷史
EXRExtra Space Storage Inc.COM187$2.70 萬<0.1%00.0%不變歷史
PURRHyperliquid Strategies IncCOM3,466$2.70 萬<0.1%+3,466新進歷史
PFEPfizer IncStock1,173$2.80 萬<0.1%−13,856−92.2%減碼歷史
TDToronto Dominion BankStock177$3.10 萬<0.1%00.0%不變歷史
PCGPG&E CorpStock1,888$3.20 萬<0.1%00.0%不變歷史
ACMAecomCOM468$3.30 萬<0.1%−6,173−93.0%減碼歷史
CCICrown Castle Inc.REIT488$3.70 萬<0.1%−141−22.4%減碼歷史
LVSLas Vegas Sands CorpCOM880$4.10 萬<0.1%00.0%不變歷史
DHIHorton D R IncCOM258$4.20 萬<0.1%00.0%不變歷史
LAMRLamar Advertising CoREIT322$5.00 萬<0.1%+322新進歷史
NETCloudflare, Inc.CL A COM202$5.00 萬<0.1%+202新進歷史
DHRDanaher CorpStock274$5.20 萬<0.1%+274新進歷史
ALMAlmonty Industries Inc.COM NEW2,198$5.20 萬<0.1%+2,198新進歷史
DLRDigital Realty Trust, Inc.COM294$5.30 萬<0.1%+131+80.4%加碼歷史
ESSEssex Property Trust, Inc.COM184$5.40 萬<0.1%+36+24.3%加碼歷史
RGAReinsurance Group of America IncCOM NEW254$5.40 萬<0.1%+49+23.9%加碼歷史
SHOPShopify Inc.Stock349$5.70 萬<0.1%−913−72.3%減碼歷史
KMBKimberly Clark CorpStock619$6.80 萬<0.1%00.0%不變歷史
HUBBHubbell IncCOM132$6.90 萬<0.1%−1,088−89.2%減碼歷史
MKLMarkel Group Inc.COM36$7.00 萬<0.1%+36新進歷史
CRMSalesforce, Inc.Stock462$7.20 萬<0.1%+462新進歷史
BNBROOKFIELD CorpCL A LTD VT SH1,258$7.60 萬<0.1%00.0%不變歷史
ORealty Income CorpREIT1,292$8.00 萬<0.1%+164+14.5%加碼歷史
AMEAmetek IncCOM329$8.00 萬<0.1%+66+25.1%加碼歷史
MFCManulife Financial CorpCOM1,429$8.20 萬<0.1%+982+219.7%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock1,033$9.00 萬<0.1%−109−9.5%減碼歷史
NKENIKE, Inc.Stock2,350$9.60 萬<0.1%−13,967−85.6%減碼歷史
CNICanadian National Railway CoStock579$9.80 萬<0.1%−970−62.6%減碼歷史
CSCOCisco Systems, Inc.Stock842$9.90 萬<0.1%−84−9.1%減碼歷史
APDAir Products & Chemicals, Inc.Stock341$10.0 萬<0.1%+341新進歷史
NAKANakamoto Inc.COM25,481$10.1 萬<0.1%+25,481新進歷史
JBLJabil IncStock276$10.6 萬<0.1%−62−18.3%減碼歷史
TECKTeck Resources LtdCL B1,343$11.3 萬<0.1%+924+220.5%加碼歷史
SBUXStarbucks CorpStock1,130$11.5 萬<0.1%−99−8.1%減碼歷史
HUTHut 8 Corp.COM1,067$12.3 萬<0.1%−2,302−68.3%減碼歷史
DOVDOVER CorpCOM551$12.4 萬<0.1%−4,611−89.3%減碼歷史
GEGeneral Electric CoStock365$13.6 萬<0.1%+92+33.7%加碼歷史
FNVFranco Nevada CorpStock463$13.7 萬<0.1%+203+78.1%加碼歷史
MEOHMethanex CorpCOM2,085$13.7 萬<0.1%+1,106+113.0%加碼歷史
SLFSun Life Financial IncCOM1,389$15.5 萬<0.1%+559+67.3%加碼歷史
ASSTStrive, Inc.CL A COM14,586$15.9 萬<0.1%+831+6.0%加碼歷史
JHXJames Hardie Industries plcSPONSORED ADR6,128$16.0 萬<0.1%−61,996−91.0%減碼歷史
ROKRockwell Automation, IncStock328$16.2 萬<0.1%−421−56.2%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM764$16.5 萬<0.1%−1,171−60.5%減碼歷史
CLSKCleanspark, Inc.COM NEW11,946$17.4 萬<0.1%−5,133−30.1%減碼歷史
FDXFedEx CorpStock560$17.5 萬<0.1%−1,303−69.9%減碼歷史
DSGXDescartes Systems Group IncCOM1,804$17.7 萬<0.1%+453+33.5%加碼歷史
TWLOTwilio IncCL A910$18.8 萬<0.1%−7,536−89.2%減碼歷史
TRGPTarga Resources Corp.COM704$18.9 萬<0.1%+704新進歷史
KLACKLA CorpCOM NEW631$19.0 萬<0.1%−39−5.8%減碼依 10 比 1 拆股換算歷史
FIGRFigure Technology Solutions, Inc.Stock6,268$19.2 萬<0.1%+3,310+111.9%加碼歷史
IEXIdex CorpCOM882$20.0 萬<0.1%+882新進歷史
JPMJPMorgan Chase & CoStock619$20.3 萬<0.1%+41+7.1%加碼歷史
CLSCelestica IncStock429$22.2 萬0.1%−1,004−70.1%減碼歷史
GFLGFL Environmental Inc.SUB VTG SHS4,398$22.9 萬0.1%+1,877+74.5%加碼歷史
BBBLACKBERRY LtdCOM12,905$23.1 萬0.1%+12,905新進歷史
AAgilent Technologies, Inc.COM1,782$23.7 萬0.1%+1,782新進歷史
VMRKVivmark ResidentialSH BEN INT3,486$23.7 萬0.1%+3,486新進歷史
CLColgate Palmolive CoStock2,599$23.8 萬0.1%−9,140−77.9%減碼歷史
BBYBest Buy Co IncStock3,260$24.7 萬0.1%−2,110−39.3%減碼歷史
SYKStryker CorpStock791$24.9 萬0.1%−2,448−75.6%減碼歷史
PSAPublic StorageCOM786$25.0 萬0.1%−1,058−57.4%減碼歷史
RLRalph Lauren CorpCL A635$25.5 萬0.1%+635新進歷史
CMSCMS Energy CorpCOM3,520$26.9 萬0.1%−4,366−55.4%減碼歷史
MARAMARA Holdings, Inc.COM20,129$28.0 萬0.1%−9,597−32.3%減碼歷史
FISFidelity National Information Services, Inc.Stock7,403$28.8 萬0.1%−2,150−22.5%減碼歷史
MSMorgan StanleyStock1,383$28.9 萬0.1%+51+3.8%加碼歷史
GGGGraco IncCOM3,838$29.0 萬0.1%+3,705+2,785.7%加碼歷史
VLOValero Energy CorpStock1,148$29.9 萬0.1%−757−39.7%減碼歷史
WABWestinghouse Air Brake Technologies CorpStock1,163$31.4 萬0.1%+1,163新進歷史
DECKDeckers Outdoor CorpCOM3,237$32.1 萬0.1%−4,374−57.5%減碼歷史
GSGoldman Sachs Group IncStock320$32.4 萬0.1%+9+2.9%加碼歷史
ATOAtmos Energy CorpCOM1,896$32.7 萬0.1%+260+15.9%加碼歷史
SNASnap-on IncCOM815$32.8 萬0.1%−1,160−58.7%減碼歷史
XYZBlock, Inc.CL A4,349$33.1 萬0.1%−8−0.2%減碼歷史
BF.ABrown Forman CorpCL A12,298$33.6 萬0.1%+12,298新進歷史
TRIThomson Reuters CorpStock3,022$35.0 萬0.1%+3,022新進歷史
BRBroadridge Financial Solutions, Inc.Stock2,759$37.8 萬0.1%+2,759新進歷史
FITBFifth Third BancorpCOM6,703$37.8 萬0.1%+5,625+521.8%加碼歷史
NEMNEWMONT CorpStock4,105$38.3 萬0.1%−2,448−37.4%減碼歷史
MRVLMarvell Technology, Inc.COM1,296$38.6 萬0.1%+875+207.8%加碼歷史
AIGAmerican International Group, Inc.Stock5,376$40.1 萬0.1%+4,687+680.3%加碼歷史
CMGChipotle Mexican Grill IncCOM11,802$40.1 萬0.1%+1,359+13.0%加碼歷史
METAMeta Platforms, Inc.Stock713$40.2 萬0.1%−8,120−91.9%減碼歷史
NUENucor CorpCOM1,829$40.7 萬0.1%+172+10.4%加碼歷史

2026 年第 1 季之後清倉（30 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Tobam 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
PHParker-Hannifin CorpStock1,629$145.8 萬0.4%歷史
ALLAllstate CorpStock4,099$85.0 萬0.2%歷史
AVBAvalonbay Communities IncCOM5,045$82.4 萬0.2%歷史
SPGIS&P Global Inc.Stock1,920$81.7 萬0.2%歷史
BXBlackstone Inc.COM6,828$78.5 萬0.2%歷史
MCDMcDonalds CorpStock2,485$77.2 萬0.2%歷史
HCAHCA Healthcare, Inc.COM1,629$77.1 萬0.2%歷史
MRSHMarsh & McLennan Companies, Inc.Stock3,992$69.2 萬0.2%歷史
ROPRoper Technologies IncStock1,871$66.2 萬0.2%歷史
ADMArcher-Daniels-Midland CoStock8,453$61.4 萬0.2%歷史
MTBM&T Bank CorpCOM2,814$58.2 萬0.2%歷史
DRIDarden Restaurants IncCOM2,865$56.2 萬0.1%歷史
CGCarlyle Group Inc.COM11,116$53.8 萬0.1%歷史
SRESempraStock4,408$42.8 萬0.1%歷史
DISWalt Disney CoStock4,371$42.1 萬0.1%歷史
SNPSSynopsys IncCOM894$35.4 萬0.1%歷史
EXPDExpeditors International of Washington IncCOM2,394$34.3 萬0.1%歷史
TRIThomson Reuters CorpCOM NO PAR2,560$32.1 萬0.1%歷史
TMOThermo Fisher Scientific Inc.Stock559$27.5 萬0.1%歷史
CPRTCopart IncCOM8,196$27.2 萬0.1%歷史
WMBWilliams Companies, Inc.COM1,610$11.7 萬<0.1%歷史
TACTransalta CorpCOM4,788$8.80 萬<0.1%歷史
DEDeere & CoStock124$7.00 萬<0.1%歷史
SOFISoFi Technologies, Inc.Stock1,237$2.00 萬<0.1%歷史
PPGPPG Industries IncStock172$1.80 萬<0.1%歷史
LLoews CorpCOM142$1.50 萬<0.1%歷史
ICEIntercontinental Exchange, Inc.Stock74$1.20 萬<0.1%歷史
DPZDominos Pizza IncCOM34$1.20 萬<0.1%歷史
HSAIHesai GroupSPONSORED ADS532$1.00 萬<0.1%歷史
ROLRollins IncCOM158$8,000<0.1%歷史