BDF-Gestion
- SEC CIK
- 0001632812
- 最新申報
- 2026/7/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/11 申報。只含多頭部位。
- 持股檔數
- 154
- 2024 年第 1 季沒有申報
- 總值
- $10.4 億
- 2024 年第 1 季沒有申報
BDF-Gestion 沒有申報 2024 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 234,432 | $1.05 億 | 10.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 754,490 | $9,321 萬 | 9.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 431,516 | $9,089 萬 | 8.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 243,215 | $4,461 萬 | 4.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 56,817 | $2,865 萬 | 2.8% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 30,196 | $2,734 萬 | 2.6% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 12,590 | $2,021 萬 | 1.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 54,666 | $1,435 萬 | 1.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 28,048 | $1,428 萬 | 1.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 359,065 | $1,428 萬 | 1.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 40,974 | $1,410 萬 | 1.4% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 81,716 | $1,326 萬 | 1.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 96,959 | $1,200 萬 | 1.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 25,089 | $1,107 萬 | 1.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 60,857 | $1,044 萬 | 1.0% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 61,808 | $1,019 萬 | 1.0% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 22,142 | $1,002 萬 | 1.0% | – | – | 歷史 |
| CDWCDW Corp | COM | 44,065 | $986.4 萬 | 0.9% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 41,592 | $981.5 萬 | 0.9% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 232,513 | $958.9 萬 | 0.9% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 68,380 | $952.7 萬 | 0.9% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 47,801 | $945.9 萬 | 0.9% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 62,000 | $815.5 萬 | 0.8% | – | – | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 237,414 | $793.0 萬 | 0.8% | – | – | 歷史 |
| ACNAccenture plc | Stock | 25,367 | $769.7 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 73,627 | $765.1 萬 | 0.7% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 23,874 | $745.9 萬 | 0.7% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 116,598 | $742.1 萬 | 0.7% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 19,110 | $737.7 萬 | 0.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 13,234 | $735.2 萬 | 0.7% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 28,403 | $730.2 萬 | 0.7% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 10,949 | $719.6 萬 | 0.7% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,741 | $689.7 萬 | 0.7% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 8,621 | $678.2 萬 | 0.7% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 61,065 | $672.3 萬 | 0.6% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 102,233 | $669.0 萬 | 0.6% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 11,516 | $636.8 萬 | 0.6% | – | – | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 91,000 | $631.0 萬 | 0.6% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 38,067 | $605.2 萬 | 0.6% | – | – | 歷史 |
| SPGSimon Property Group Inc. | REIT | 38,538 | $585.0 萬 | 0.6% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 10,773 | $583.7 萬 | 0.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 120,836 | $574.1 萬 | 0.6% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 48,167 | $541.0 萬 | 0.5% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 21,572 | $539.0 萬 | 0.5% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 26,605 | $529.9 萬 | 0.5% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 27,081 | $526.8 萬 | 0.5% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 6,581 | $518.1 萬 | 0.5% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 55,736 | $514.8 萬 | 0.5% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 20,962 | $500.3 萬 | 0.5% | – | – | 歷史 |
| LINLinde PLC | Stock | 11,000 | $482.7 萬 | 0.5% | – | – | 歷史 |
| METMetlife Inc | Stock | 65,665 | $460.9 萬 | 0.4% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 19,515 | $451.9 萬 | 0.4% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 19,677 | $449.1 萬 | 0.4% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 9,909 | $441.9 萬 | 0.4% | – | – | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 34,022 | $441.2 萬 | 0.4% | – | – | 歷史 |
| CSXCSX Corp | Stock | 129,517 | $433.2 萬 | 0.4% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 22,256 | $432.5 萬 | 0.4% | – | – | 歷史 |
| SYKStryker Corp | Stock | 12,560 | $427.4 萬 | 0.4% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 17,113 | $423.5 萬 | 0.4% | – | – | 歷史 |
| OCOwens Corning | Stock | 24,349 | $423.0 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 18,815 | $401.8 萬 | 0.4% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 17,105 | $399.8 萬 | 0.4% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 39,596 | $398.1 萬 | 0.4% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 40,810 | $396.0 萬 | 0.4% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 20,069 | $395.4 萬 | 0.4% | – | – | 歷史 |
| SCIService Corp International | COM | 55,500 | $394.8 萬 | 0.4% | – | – | 歷史 |
| CCitigroup Inc | Stock | 60,845 | $386.1 萬 | 0.4% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 11,992 | $385.3 萬 | 0.4% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 105,148 | $383.7 萬 | 0.4% | – | – | 歷史 |
| ONOn Semiconductor Corp | Stock | 54,354 | $372.6 萬 | 0.4% | – | – | 歷史 |
| VTRVentas, Inc. | REIT | 72,500 | $371.6 萬 | 0.4% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 46,358 | $357.0 萬 | 0.3% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 8,024 | $356.9 萬 | 0.3% | – | – | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 17,295 | $355.0 萬 | 0.3% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 5,934 | $353.1 萬 | 0.3% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 6,000 | $350.4 萬 | 0.3% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 27,424 | $345.2 萬 | 0.3% | – | – | 歷史 |
| ZUOZuora Inc | COM CL A | 345,000 | $342.6 萬 | 0.3% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 47,054 | $320.0 萬 | 0.3% | – | – | 歷史 |
| KRKroger Co | Stock | 63,021 | $314.7 萬 | 0.3% | – | – | 歷史 |
| CICigna Group | Stock | 9,471 | $313.1 萬 | 0.3% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 19,110 | $305.1 萬 | 0.3% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 1,027 | $304.4 萬 | 0.3% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 12,461 | $301.3 萬 | 0.3% | – | – | 歷史 |
| Caterpillar Inc149123951 | PUT | 9,000 | $299.8 萬 | 0.3% | – | – | – |
| URIUnited Rentals, Inc. | COM | 4,635 | $299.8 萬 | 0.3% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 20,000 | $298.1 萬 | 0.3% | – | – | 歷史 |
| ANETArista Networks, Inc. | COM | 8,500 | $297.9 萬 | 0.3% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 10,857 | $292.7 萬 | 0.3% | – | – | 歷史 |
| COOCooper Companies, Inc. | COM | 33,436 | $291.9 萬 | 0.3% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 30,268 | $291.4 萬 | 0.3% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 21,254 | $290.9 萬 | 0.3% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 49,059 | $289.7 萬 | 0.3% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 62,120 | $288.6 萬 | 0.3% | – | – | 歷史 |
| PCARPaccar Inc | COM | 27,804 | $286.2 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 36,672 | $285.5 萬 | 0.3% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 20,812 | $284.9 萬 | 0.3% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 6,639 | $283.6 萬 | 0.3% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 23,582 | $279.6 萬 | 0.3% | – | – | 歷史 |
| TRUTransUnion | COM | 36,828 | $273.1 萬 | 0.3% | – | – | 歷史 |