Alta Advisers Ltd
- SEC CIK
- 0001536114
- 最新申報
- 2026/8/12
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/25 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 229
- 較 2024 年第 4 季 +76
- 總值
- $2.35 億
- 較 2024 年第 4 季 +$7,650 萬 (+48.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 77,080 | $1,712 萬 | 7.3% | +26,630+52.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,194 | $1,434 萬 | 6.1% | +13,470+54.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 123,762 | $1,341 萬 | 5.7% | +42,150+51.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 212,750 | $1,249 萬 | 5.3% | −2,616−1.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 48,287 | $918.7 萬 | 3.9% | +17,180+55.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 15,782 | $811.1 萬 | 3.5% | −194−1.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 11,080 | $638.6 萬 | 2.7% | +3,800+52.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,455 | $503.6 萬 | 2.1% | +3,400+56.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 29,479 | $455.9 萬 | 1.9% | +10,100+52.1% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 70,172 | $425.7 萬 | 1.8% | −862−1.2% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 24,199 | $405.2 萬 | 1.7% | +8,600+55.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 23,783 | $371.6 萬 | 1.6% | +7,800+48.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 13,972 | $362.1 萬 | 1.5% | +4,600+49.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,524 | $356.3 萬 | 1.5% | +5,200+55.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,119 | $340.2 萬 | 1.4% | +1,500+57.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 8,912 | $312.3 萬 | 1.3% | +3,200+56.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 22,558 | $268.3 萬 | 1.1% | +7,800+52.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,557 | $238.7 萬 | 1.0% | +1,500+49.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,042 | $221.6 萬 | 0.9% | +1,300+47.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,186 | $206.7 萬 | 0.9% | +725+49.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,618 | $198.0 萬 | 0.8% | +3,750+47.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,117 | $197.4 萬 | 0.8% | +700+49.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,818 | $196.0 萬 | 0.8% | +3,900+49.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 21,513 | $188.9 萬 | 0.8% | +7,000+48.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,121 | $187.7 萬 | 0.8% | +1,800+54.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,765 | $183.6 萬 | 0.8% | +2,900+49.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,229 | $137.7 萬 | 0.6% | +2,600+46.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 32,856 | $137.1 萬 | 0.6% | +10,800+49.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 18,860 | $135.1 萬 | 0.6% | +6,200+49.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,970 | $133.4 萬 | 0.6% | +1,800+56.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,087 | $128.4 萬 | 0.5% | +2,800+53.0% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 17,207 | $123.5 萬 | 0.5% | +6,200+56.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 19,459 | $120.1 萬 | 0.5% | +6,400+49.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,720 | $115.7 萬 | 0.5% | +3,000+52.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 40,097 | $113.4 萬 | 0.5% | +16,500+69.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,555 | $113.3 萬 | 0.5% | +1,500+49.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,584 | $113.0 萬 | 0.5% | +4,200+50.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,918 | $110.7 萬 | 0.5% | +2,600+48.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,514 | $109.8 萬 | 0.5% | +1,100+45.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,997 | $104.9 萬 | 0.4% | +2,500+55.6% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 2,243 | $104.4 萬 | 0.4% | +700+45.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 3,268 | $102.0 萬 | 0.4% | +1,200+58.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 21,516 | $97.6 萬 | 0.4% | +7,700+55.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,419 | $93.0 萬 | 0.4% | +3,400+56.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,866 | $92.9 萬 | 0.4% | +600+47.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 10,722 | $90.5 萬 | 0.4% | +3,900+57.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,781 | $88.8 萬 | 0.4% | +2,100+57.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,083 | $86.2 萬 | 0.4% | +400+58.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,036 | $85.9 萬 | 0.4% | +1,100+56.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,715 | $84.7 萬 | 0.4% | +1,700+56.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,710 | $84.4 萬 | 0.4% | +900+49.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,538 | $84.0 萬 | 0.4% | +500+48.2% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,681 | $83.3 萬 | 0.4% | +500+42.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,637 | $83.2 萬 | 0.4% | +600+57.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,092 | $83.1 萬 | 0.4% | +2,700+50.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,158 | $82.8 萬 | 0.4% | +700+48.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 179 | $82.5 萬 | 0.4% | +70+64.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,328 | $81.5 萬 | 0.3% | +400+43.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 31,912 | $80.9 萬 | 0.3% | +13,100+69.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,391 | $78.9 萬 | 0.3% | +800+50.3% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 10,610 | $77.3 萬 | 0.3% | +3,600+51.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 10,770 | $76.3 萬 | 0.3% | +3,900+56.8% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 784 | $74.2 萬 | 0.3% | +300+62.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,138 | $74.1 萬 | 0.3% | +1,100+54.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 6,592 | $73.9 萬 | 0.3% | +2,400+57.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,742 | $73.8 萬 | 0.3% | +900+48.9% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 7,232 | $73.0 萬 | 0.3% | +2,400+49.7% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,115 | $71.3 萬 | 0.3% | +2,000+48.6% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 19,057 | $70.3 萬 | 0.3% | +6,400+50.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 8,670 | $67.9 萬 | 0.3% | +3,700+74.4% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,157 | $66.8 萬 | 0.3% | +1,000+46.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,476 | $66.7 萬 | 0.3% | +1,800+49.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,500 | $66.7 萬 | 0.3% | +900+56.3% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 9,364 | $66.5 萬 | 0.3% | +3,100+49.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 6,312 | $66.3 萬 | 0.3% | +1,900+43.1% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 2,973 | $65.7 萬 | 0.3% | +1,100+58.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,133 | $64.2 萬 | 0.3% | +1,000+46.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,713 | $63.3 萬 | 0.3% | +800+41.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,342 | $63.0 萬 | 0.3% | +500+59.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,150 | $61.9 萬 | 0.3% | +3,400+50.4% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,271 | $61.6 萬 | 0.3% | +400+45.9% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,631 | $60.7 萬 | 0.3% | +500+44.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,972 | $60.3 萬 | 0.3% | +600+43.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,036 | $58.6 萬 | 0.2% | +1,300+47.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 25,621 | $58.2 萬 | 0.2% | +11,200+77.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 6,285 | $56.5 萬 | 0.2% | +2,100+50.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,284 | $56.0 萬 | 0.2% | +1,100+50.4% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,278 | $55.6 萬 | 0.2% | +700+44.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,660 | $55.5 萬 | 0.2% | +1,900+50.5% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,776 | $53.6 萬 | 0.2% | −40−2.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,900 | $51.6 萬 | 0.2% | +600+46.2% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 5,894 | $51.2 萬 | 0.2% | +2,200+59.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,348 | $51.1 萬 | 0.2% | +800+51.7% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 4,559 | $51.0 萬 | 0.2% | +1,500+49.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,606 | $50.4 萬 | 0.2% | +1,200+49.9% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,876 | $49.8 萬 | 0.2% | +700+59.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 8,264 | $49.6 萬 | 0.2% | +2,600+45.9% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,436 | $49.1 萬 | 0.2% | +800+48.9% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,758 | $47.6 萬 | 0.2% | +900+48.4% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,900 | $47.6 萬 | 0.2% | +1,400+56.0% | 加碼 | 歷史 |