Lipe & Dalton
- SEC CIK
- 0001570396
- 最新申報
- 2026/7/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 94
- 較 2026 年第 1 季 +2
- 總值
- $2.15 億
- 較 2026 年第 1 季 +$2,409 萬 (+12.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 64,456 | $1,865 萬 | 8.7% | −1,123−1.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 49,227 | $1,739 萬 | 8.1% | −1,465−2.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,887 | $1,405 萬 | 6.5% | −453−3.2% | 減碼 | 歷史 |
| CMCanadian Imperial Bank of Commerce | COM | 74,660 | $858.6 萬 | 4.0% | −1,080−1.4% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 56,094 | $783.2 萬 | 3.6% | −35,239−38.6% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 164,830 | $702.0 萬 | 3.3% | −3,806−2.3% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 32,908 | $663.5 萬 | 3.1% | −490−1.5% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 15,130 | $608.8 萬 | 2.8% | −210−1.4% | 減碼 | 歷史 |
| BABoeing Co | Stock | 27,116 | $587.0 萬 | 2.7% | −500−1.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 25,782 | $489.2 萬 | 2.3% | −420−1.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 20,403 | $486.3 萬 | 2.3% | −605−2.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,315 | $466.1 萬 | 2.2% | +8,765+1,593.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,365 | $462.1 萬 | 2.1% | −250−1.3% | 減碼 | 歷史 |
| HSYHershey Co | COM | 26,212 | $459.9 萬 | 2.1% | −444−1.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 7,243 | $459.4 萬 | 2.1% | −20−0.3% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 67,775 | $450.0 萬 | 2.1% | −1,775−2.6% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 31,375 | $449.1 萬 | 2.1% | −700−2.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 8,533 | $427.8 萬 | 2.0% | −207−2.4% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 25,832 | $413.0 萬 | 1.9% | −375−1.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 21,358 | $406.8 萬 | 1.9% | +900+4.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 19,101 | $399.3 萬 | 1.9% | −1,424−6.9% | 減碼 | 歷史 |
| MASMasco Corp | COM | 48,955 | $398.3 萬 | 1.9% | −1,070−2.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,840 | $376.7 萬 | 1.8% | −390−4.2% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 165,983 | $353.9 萬 | 1.6% | +9,327+6.0% | 加碼 | 歷史 |
| TRPTC Energy Corp | COM | 50,022 | $331.6 萬 | 1.5% | −1,150−2.2% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 36,530 | $317.6 萬 | 1.5% | −572−1.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,427 | $268.9 萬 | 1.2% | −165−2.2% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 18,755 | $258.3 萬 | 1.2% | −375−2.0% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 23,870 | $246.9 萬 | 1.1% | −495−2.0% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 107,477 | $235.8 萬 | 1.1% | +107,477 | 新進 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 3,963 | $228.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 6,463 | $221.7 萬 | 1.0% | −249−3.7% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 41,470 | $218.3 萬 | 1.0% | −1,050−2.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,180 | $213.0 萬 | 1.0% | −170−3.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,653 | $210.9 萬 | 1.0% | +70+1.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,092 | $205.5 萬 | 1.0% | −249−3.0% | 減碼 | 歷史 |
| FFIVF5, Inc. | Stock | 4,580 | $190.5 萬 | 0.9% | −270−5.6% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,761 | $186.8 萬 | 0.9% | −235−5.9% | 減碼 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 40,091 | $179.8 萬 | 0.8% | −4,713−10.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,554 | $143.9 萬 | 0.7% | −75−2.9% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 10,279 | $129.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,883 | $127.0 萬 | 0.6% | −145−1.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 14,838 | $122.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 4,437 | $122.3 萬 | 0.6% | −273−5.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,421 | $108.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 13,962 | $102.4 萬 | 0.5% | −333−2.3% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 3,000 | $90.5 萬 | 0.4% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 4,650 | $82.9 萬 | 0.4% | +1,275+37.8% | 加碼依 25 比 1 拆股換算 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,951 | $79.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 16,683 | $70.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,303 | $69.7 萬 | 0.3% | +6,303 | 新進 | 歷史 |
| UHAL.BU-Haul Holding Co | COM SER N | 11,135 | $64.2 萬 | 0.3% | −1,055−8.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,850 | $63.1 萬 | 0.3% | −100−5.1% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 6,428 | $57.0 萬 | 0.3% | −83−1.3% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 5,925 | $56.5 萬 | 0.3% | +5,925 | 新進 | 歷史 |
| KRKroger Co | Stock | 10,000 | $55.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,585 | $51.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 11,300 | $48.2 萬 | 0.2% | +11,300 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,084 | $48.0 萬 | 0.2% | −175−4.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,743 | $47.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,941 | $42.7 萬 | 0.2% | +1,243+26.5% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 790 | $41.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FTVFortive Corp | Stock | 5,971 | $36.5 萬 | 0.2% | −125−2.1% | 減碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 7,880 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,245 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,430 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,983 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,750 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 720 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOBOSouth Bow Corp | COM | 9,844 | $24.5 萬 | 0.1% | −230−2.3% | 減碼 | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 10,916 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 380 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 3,275 | $19.8 萬 | 0.1% | +3,275 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 366 | $18.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,580 | $14.3 萬 | 0.1% | +160+11.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 1,480 | $14.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 300 | $13.0 萬 | 0.1% | +300 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 333 | $12.4 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 1,500 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 4,954 | $11.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 304 | $11.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 1,400 | $10.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 257 | $9.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 73 | $8.60 萬 | <0.1% | +73 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 1,125 | $8.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 971 | $5.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 800 | $4.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 243 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 100 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 100 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 224 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 19 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 13 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNSBank of Nova Scotia | COM | 125 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（5 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 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 |
|---|---|---|---|---|---|
| MDTMedtronic plc | Stock | 9,250 | $80.2 萬 | 0.4% | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 9,530 | $67.8 萬 | 0.4% | 歷史 |
| ACNAccenture plc | Stock | 2,077 | $41.2 萬 | 0.2% | 歷史 |
| APAAPA Corp | Stock | 6,300 | $26.7 萬 | 0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 289 | $22.3 萬 | 0.1% | 歷史 |