BDF-Gestion
- SEC CIK
- 0001632812
- 最新申報
- 2026/7/7
2024 年第 3 季到 2024 年第 4 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 6 檔
- 估計 +$2,938 萬
- 加碼
- 6 檔
- 估計 +$813.8 萬
- 減碼
- 124 檔
- 估計 −$1.25 億
- 清倉
- 20 檔
- 估計 −$4,826 萬
總值從 $6.09 億變成 $9.69 億（+$3.60 億 (+59.2%)），持股從 150 檔變成 136 檔（−14）。
2024 年第 4 季全部持倉2024 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 4 季，下面灰字是 2024 年第 3 季。兩季之間拆股的股票，2024 年第 3 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 減碼歷史 | 381,923431,516 | −49,593−11.5% | $9,564 萬$210.1 萬 | −$1,242 萬 | 9.9%0.3% | +9.53 |
| MSFTMicrosoft Corp | 減碼歷史 | 216,889232,182 | −15,293−6.6% | $9,142 萬$1,435 萬 | −$644.6 萬 | 9.4%2.4% | +7.08 |
| NVDANVIDIA Corp | 減碼歷史 | 667,779754,490 | −86,711−11.5% | $8,968 萬$385.3 萬 | −$1,164 萬 | 9.3%0.6% | +8.62 |
| GOOGAlphabet Inc. | 減碼歷史 | 215,262243,215 | −27,953−11.5% | $4,099 萬$355.0 萬 | −$532.3 萬 | 4.2%0.6% | +3.65 |
| AVGOBroadcom Inc. | 減碼歷史 | 122,572138,490 | −15,918−11.5% | $2,842 萬$952.7 萬 | −$369.0 萬 | 2.9%1.6% | +1.37 |
| METAMeta Platforms, Inc. | 減碼歷史 | 47,18953,317 | −6,128−11.5% | $2,763 萬$765.1 萬 | −$358.8 萬 | 2.9%1.3% | +1.59 |
| TSLATesla, Inc. | 減碼歷史 | 53,81260,801 | −6,989−11.5% | $2,173 萬$730.2 萬 | −$282.2 萬 | 2.2%1.2% | +1.04 |
| LLYEli Lilly & Co | 減碼歷史 | 26,72430,196 | −3,472−11.5% | $2,063 萬$585.0 萬 | −$268.0 萬 | 2.1%1.0% | +1.17 |
| JPMJPMorgan Chase & Co | 新進歷史 | 72,2110 | +72,211 | $1,731 萬$0 | +$1,731 萬 | 1.8%0.0% | +1.79 |
| VVisa Inc. | 減碼歷史 | 48,38254,666 | −6,284−11.5% | $1,529 萬$157.7 萬 | −$198.6 萬 | 1.6%0.3% | +1.32 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 30,05028,048 | +2,002+7.1% | $1,520 萬$427.4 萬 | +$101.3 萬 | 1.6%0.7% | +0.87 |
| BACBank of America Corp | 減碼歷史 | 317,798359,065 | −41,267−11.5% | $1,397 萬$285.5 萬 | −$181.4 萬 | 1.4%0.5% | +0.97 |
| HDHome Depot, Inc. | 減碼歷史 | 33,76440,974 | −7,210−17.6% | $1,313 萬$289.7 萬 | −$280.5 萬 | 1.4%0.5% | +0.88 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 21,73622,142 | −406−1.8% | $1,245 萬$2,734 萬 | −$23.2 萬 | 1.3%4.5% | −3.21 |
| MAMastercard Inc | 減碼歷史 | 22,20425,089 | −2,885−11.5% | $1,169 萬$986.4 萬 | −$151.9 萬 | 1.2%1.6% | −0.41 |
| MRKMerck & Co., Inc. | 減碼歷史 | 102,478115,786 | −13,308−11.5% | $1,019 萬$631.0 萬 | −$132.4 萬 | 1.1%1.0% | +0.02 |
| ABBVAbbVie Inc. | 減碼歷史 | 53,86160,857 | −6,996−11.5% | $957.1 萬$298.1 萬 | −$124.3 萬 | 1.0%0.5% | +0.50 |
| PGProcter & Gamble Co | 減碼歷史 | 54,70361,808 | −7,105−11.5% | $917.1 萬$500.3 萬 | −$119.1 萬 | 0.9%0.8% | +0.12 |
| EAElectronic Arts Inc. | 減碼歷史 | 60,52068,380 | −7,860−11.5% | $885.4 萬– | −$115.0 萬 | 0.9%– | +0.91 |
| AMDAdvanced Micro Devices Inc | 減碼歷史 | 72,32481,716 | −9,392−11.5% | $873.6 萬$1,044 萬 | −$113.4 萬 | 0.9%1.7% | −0.81 |
| CRMSalesforce, Inc. | 減碼歷史 | 25,13728,403 | −3,266−11.5% | $840.4 萬$689.7 萬 | −$109.2 萬 | 0.9%1.1% | −0.27 |
| VZVerizon Communications Inc | 減碼歷史 | 205,790232,513 | −26,723−11.5% | $823.0 萬$100.7 萬 | −$106.9 萬 | 0.8%0.2% | +0.68 |
| NOWServiceNow, Inc. | 減碼歷史 | 7,6298,621 | −992−11.5% | $808.8 萬$228.1 萬 | −$105.2 萬 | 0.8%0.4% | +0.46 |
| ACNAccenture plc | 減碼歷史 | 22,44925,367 | −2,918−11.5% | $789.7 萬$2,021 萬 | −$102.7 萬 | 0.8%3.3% | −2.51 |
| MSIMotorola Solutions, Inc. | 減碼歷史 | 16,91219,110 | −2,198−11.5% | $781.7 萬$672.3 萬 | −$101.6 萬 | 0.8%1.1% | −0.30 |
| BKNGBooking Holdings Inc. | 減碼歷史 | 1,5401,741 | −201−11.5% | $765.1 萬$185.8 萬 | −$99.9 萬 | 0.8%0.3% | +0.48 |
| ABTAbbott Laboratories | 減碼歷史 | 65,16473,627 | −8,463−11.5% | $737.1 萬$357.0 萬 | −$95.7 萬 | 0.8%0.6% | +0.17 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 13,65015,423 | −1,773−11.5% | $710.1 萬$605.2 萬 | −$92.2 萬 | 0.7%1.0% | −0.26 |
| CDWCDW Corp | 減碼歷史 | 38,99944,065 | −5,066−11.5% | $678.7 萬$482.7 萬 | −$88.2 萬 | 0.7%0.8% | −0.09 |
| CCitigroup Inc | 加碼歷史 | 95,56460,845 | +34,719+57.1% | $672.7 萬$128.4 萬 | +$244.4 萬 | 0.7%0.2% | +0.48 |
| KOCoca Cola Co | 減碼歷史 | 103,196116,598 | −13,402−11.5% | $642.5 萬$945.9 萬 | −$83.4 萬 | 0.7%1.6% | −0.89 |
| DDOGDatadog, Inc. | 加碼歷史 | 44,56234,022 | +10,540+31.0% | $636.7 萬$175.6 萬 | +$150.6 萬 | 0.7%0.3% | +0.37 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 106,948120,836 | −13,888−11.5% | $633.1 萬$184.6 萬 | −$82.2 萬 | 0.7%0.3% | +0.35 |
| INTUIntuit Inc. | 減碼歷史 | 9,68910,949 | −1,260−11.5% | $609.0 萬$264.6 萬 | −$79.2 萬 | 0.6%0.4% | +0.19 |
| GEGeneral Electric Co | 減碼歷史 | 33,69138,067 | −4,376−11.5% | $561.9 萬$191.4 萬 | −$73.0 萬 | 0.6%0.3% | +0.27 |
| TJXTJX Companies Inc | 減碼歷史 | 46,04661,065 | −15,019−24.6% | $556.3 萬$265.9 萬 | −$181.4 萬 | 0.6%0.4% | +0.14 |
| ADSKAutodesk, Inc. | 減碼歷史 | 18,39634,226 | −15,830−46.3% | $543.7 萬$506.3 萬 | −$467.9 萬 | 0.6%0.8% | −0.27 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 18,55220,962 | −2,410−11.5% | $543.1 萬$299.8 萬 | −$70.5 萬 | 0.6%0.5% | +0.07 |
| MDLZMondelez International, Inc. | 減碼歷史 | 90,482102,233 | −11,751−11.5% | $540.4 萬$155.6 萬 | −$70.2 萬 | 0.6%0.3% | +0.30 |
| PLDPrologis, Inc. | 加碼歷史 | 51,13048,167 | +2,963+6.2% | $540.4 萬$279.6 萬 | +$31.3 萬 | 0.6%0.5% | +0.10 |
| SCIService Corp International | 減碼歷史 | 65,93674,500 | −8,564−11.5% | $526.3 萬$187.2 萬 | −$68.4 萬 | 0.5%0.3% | +0.24 |
| ADBEAdobe Inc. | 減碼歷史 | 11,71213,234 | −1,522−11.5% | $520.8 萬$449.1 萬 | −$67.7 萬 | 0.5%0.7% | −0.20 |
| ALLAllstate Corp | 加碼歷史 | 26,91219,110 | +7,802+40.8% | $518.8 萬$395.4 萬 | +$150.4 萬 | 0.5%0.6% | −0.11 |
| AXPAmerican Express Co | 減碼歷史 | 17,27119,515 | −2,244−11.5% | $512.6 萬$433.2 萬 | −$66.6 萬 | 0.5%0.7% | −0.18 |
| DECKDeckers Outdoor Corp | 減碼歷史 | 24,69327,900 | −3,207−11.5% | $501.5 萬$255.0 萬 | −$65.1 萬 | 0.5%0.4% | +0.10 |
| LINLinde PLC | 減碼歷史 | 11,94713,500 | −1,553−11.5% | $500.2 萬$256.0 萬 | −$65.0 萬 | 0.5%0.4% | +0.10 |
| SPGSimon Property Group Inc. | 減碼歷史 | 28,60838,538 | −9,930−25.8% | $492.7 萬$45.2 萬 | −$171.0 萬 | 0.5%0.1% | +0.43 |
| VMRKVivmark Residential | 減碼歷史 | 67,54091,000 | −23,460−25.8% | $484.7 萬$1,428 萬 | −$168.3 萬 | 0.5%2.3% | −1.85 |
| METMetlife Inc | 減碼歷史 | 58,11765,665 | −7,548−11.5% | $475.9 萬$222.5 萬 | −$61.8 萬 | 0.5%0.4% | +0.13 |
| MUMicron Technology Inc | 減碼歷史 | 54,87462,000 | −7,126−11.5% | $461.8 萬$769.7 萬 | −$60.0 萬 | 0.5%1.3% | −0.79 |
| DHRDanaher Corp | 減碼歷史 | 19,09121,572 | −2,481−11.5% | $438.2 萬$159.1 萬 | −$57.0 萬 | 0.5%0.3% | +0.19 |
| SPGIS&P Global Inc. | 減碼歷史 | 8,7699,909 | −1,140−11.5% | $436.7 萬$304.4 萬 | −$56.8 萬 | 0.5%0.5% | −0.05 |
| BRBroadridge Financial Solutions, Inc. | 減碼歷史 | 17,76120,069 | −2,308−11.5% | $401.6 萬$398.1 萬 | −$52.2 萬 | 0.4%0.7% | −0.24 |
| SYKStryker Corp | 減碼歷史 | 11,11612,560 | −1,444−11.5% | $400.2 萬$350.4 萬 | −$52.0 萬 | 0.4%0.6% | −0.16 |
| RSGRepublic Services, Inc. | 減碼歷史 | 19,69722,256 | −2,559−11.5% | $396.3 萬$251.2 萬 | −$51.5 萬 | 0.4%0.4% | 0.00 |
| FITBFifth Third Bancorp | 減碼歷史 | 93,062105,148 | −12,086−11.5% | $393.5 萬$128.1 萬 | −$51.1 萬 | 0.4%0.2% | +0.20 |
| JLLJones Lang Lasalle Inc | 減碼歷史 | 15,30617,295 | −1,989−11.5% | $387.5 萬$583.7 萬 | −$50.3 萬 | 0.4%1.0% | −0.56 |
| HIGHartford Insurance Group, Inc. | 減碼歷史 | 35,04339,596 | −4,553−11.5% | $383.4 萬$155.9 萬 | −$49.8 萬 | 0.4%0.3% | +0.14 |
| DXCMDexcom Inc | 新進歷史 | 48,7030 | +48,703 | $378.8 萬$0 | +$378.8 萬 | 0.4%0.0% | +0.39 |
| TMUST-Mobile US, Inc. | 加碼歷史 | 17,15211,000 | +6,152+55.9% | $378.6 萬$170.0 萬 | +$135.8 萬 | 0.4%0.3% | +0.11 |
| VTRVentas, Inc. | 減碼歷史 | 64,16772,500 | −8,333−11.5% | $377.9 萬$314.7 萬 | −$49.1 萬 | 0.4%0.5% | −0.13 |
| FISVFiserv Inc | 減碼歷史 | 18,38720,000 | −1,613−8.1% | $377.7 萬$264.1 萬 | −$33.1 萬 | 0.4%0.4% | −0.04 |
| ISRGIntuitive Surgical Inc | 減碼歷史 | 7,1018,024 | −923−11.5% | $370.6 萬$394.8 萬 | −$48.2 萬 | 0.4%0.6% | −0.27 |
| CSXCSX Corp | 減碼歷史 | 114,631129,517 | −14,886−11.5% | $369.9 萬$441.2 萬 | −$48.0 萬 | 0.4%0.7% | −0.34 |
| OCOwens Corning | 減碼歷史 | 21,54924,349 | −2,800−11.5% | $367.0 萬$1,200 萬 | −$47.7 萬 | 0.4%2.0% | −1.59 |
| BSXBoston Scientific Corp | 減碼歷史 | 41,02946,358 | −5,329−11.5% | $366.5 萬$386.1 萬 | −$47.6 萬 | 0.4%0.6% | −0.26 |
| EWEdwards Lifesciences Corp | 減碼歷史 | 49,33055,736 | −6,406−11.5% | $365.2 萬$301.3 萬 | −$47.4 萬 | 0.4%0.5% | −0.12 |
| QCOMQualcomm Inc | 減碼歷史 | 23,54626,605 | −3,059−11.5% | $361.7 萬$264.3 萬 | −$47.0 萬 | 0.4%0.4% | −0.06 |
| ELVElevance Health, Inc. | 減碼歷史 | 9,53410,773 | −1,239−11.5% | $351.7 萬$539.0 萬 | −$45.7 萬 | 0.4%0.9% | −0.52 |
| AMATApplied Materials Inc | 減碼歷史 | 21,47341,592 | −20,119−48.4% | $349.2 萬$127.3 萬 | −$327.2 萬 | 0.4%0.2% | +0.15 |
| ANETArista Networks, Inc. | 減碼依 4 比 1 拆股換算歷史 | 30,08434,000 | −3,916−11.5% | $332.5 萬$273.1 萬 | −$43.3 萬 | 0.3%0.4% | −0.11 |
| CLColgate Palmolive Co | 減碼歷史 | 36,11940,810 | −4,691−11.5% | $328.4 萬$264.4 萬 | −$42.6 萬 | 0.3%0.4% | −0.10 |
| CTSHCognizant Technology Solutions Corp | 減碼歷史 | 41,64647,054 | −5,408−11.5% | $320.3 萬$216.7 萬 | −$41.6 萬 | 0.3%0.4% | −0.03 |
| Regeneron Pharmaceuticals75886F907 | 減碼– | 4,4535,033 | −580−11.5% | $317.2 萬$195.6 萬 | −$41.3 萬 | 0.3%0.3% | +0.01 |
| AMPAmeriprise Financial Inc | 減碼歷史 | 5,8756,639 | −764−11.5% | $312.8 萬$981.5 萬 | −$40.7 萬 | 0.3%1.6% | −1.29 |
| MARMarriott International Inc | 減碼歷史 | 11,02712,461 | −1,434−11.5% | $307.6 萬$399.8 萬 | −$40.0 萬 | 0.3%0.7% | −0.34 |
| BURLBurlington Stores, Inc. | 新進歷史 | 10,7500 | +10,750 | $306.4 萬$0 | +$306.4 萬 | 0.3%0.0% | +0.32 |
| MCKMcKesson Corp | 減碼歷史 | 5,3096,000 | −691−11.5% | $302.6 萬$193.8 萬 | −$39.4 萬 | 0.3%0.3% | −0.01 |
| TRUTransUnion | 減碼歷史 | 32,59436,828 | −4,234−11.5% | $302.2 萬$401.8 萬 | −$39.3 萬 | 0.3%0.7% | −0.35 |
| HONHoneywell International Inc | 減碼歷史 | 13,11114,815 | −1,704−11.5% | $296.2 萬$678.2 萬 | −$38.5 萬 | 0.3%1.1% | −0.81 |
| HUMHumana Inc | 新進歷史 | 11,6180 | +11,618 | $294.8 萬$0 | +$294.8 萬 | 0.3%0.0% | +0.30 |
| EQIXEquinix Inc | 減碼歷史 | 3,1093,515 | −406−11.6% | $293.1 萬$291.9 萬 | −$38.3 萬 | 0.3%0.5% | −0.18 |
| GMGeneral Motors Co | 減碼歷史 | 54,98062,120 | −7,140−11.5% | $292.9 萬$441.9 萬 | −$38.0 萬 | 0.3%0.7% | −0.42 |
| PAYXPaychex Inc | 減碼歷史 | 20,87023,582 | −2,712−11.5% | $292.6 萬$320.0 萬 | −$38.0 萬 | 0.3%0.5% | −0.22 |
| AZOAutoZone Inc | 減碼歷史 | 9071,027 | −120−11.7% | $290.4 萬$793.0 萬 | −$38.4 萬 | 0.3%1.3% | −1.00 |
| PPGPPG Industries Inc | 減碼歷史 | 24,27127,424 | −3,153−11.5% | $289.9 萬$247.0 萬 | −$37.7 萬 | 0.3%0.4% | −0.11 |
| URIUnited Rentals, Inc. | 減碼歷史 | 4,1024,635 | −533−11.5% | $289.0 萬$291.4 萬 | −$37.5 萬 | 0.3%0.5% | −0.18 |
| Caterpillar Inc149123951 | 減碼– | 7,9649,000 | −1,036−11.5% | $288.9 萬$259.1 萬 | −$37.6 萬 | 0.3%0.4% | −0.13 |
| ICEIntercontinental Exchange, Inc. | 減碼歷史 | 18,41920,812 | −2,393−11.5% | $274.5 萬$246.2 萬 | −$35.7 萬 | 0.3%0.4% | −0.12 |
| COOCooper Companies, Inc. | 減碼歷史 | 29,59233,436 | −3,844−11.5% | $272.0 萬$451.9 萬 | −$35.3 萬 | 0.3%0.7% | −0.46 |
| RMDResmed Inc | 減碼歷史 | 11,79113,323 | −1,532−11.5% | $269.6 萬$204.6 萬 | −$35.0 萬 | 0.3%0.3% | −0.06 |
| VRSKVerisk Analytics, Inc. | 減碼歷史 | 9,60710,857 | −1,250−11.5% | $264.6 萬$90.6 萬 | −$34.4 萬 | 0.3%0.1% | +0.12 |
| RGLDRoyal Gold Inc | 減碼歷史 | 19,88521,629 | −1,744−8.1% | $262.2 萬$261.2 萬 | −$23.0 萬 | 0.3%0.4% | −0.16 |
| DEDeere & Co | 減碼歷史 | 6,1366,934 | −798−11.5% | $260.0 萬$169.2 萬 | −$33.8 萬 | 0.3%0.3% | −0.01 |
| JNJJohnson & Johnson | 減碼歷史 | 32,77737,035 | −4,258−11.5% | $258.7 萬$241.4 萬 | −$33.6 萬 | 0.3%0.4% | −0.13 |
| SNPSSynopsys Inc | 減碼歷史 | 5,2505,934 | −684−11.5% | $254.8 萬– | −$33.2 萬 | 0.3%– | +0.26 |
| EHCEncompass Health Corp | 減碼歷史 | 27,29230,837 | −3,545−11.5% | $252.0 萬$742.1 萬 | −$32.7 萬 | 0.3%1.2% | −0.96 |
| LHLabcorp Holdings Inc. | 減碼歷史 | 10,92312,343 | −1,420−11.5% | $250.5 萬$292.7 萬 | −$32.6 萬 | 0.3%0.5% | −0.22 |
| AAgilent Technologies, Inc. | 減碼歷史 | 18,58020,994 | −2,414−11.5% | $249.6 萬$175.0 萬 | −$32.4 萬 | 0.3%0.3% | −0.03 |
| OTISOtis Worldwide Corp | 減碼歷史 | 26,78830,268 | −3,480−11.5% | $248.1 萬$372.6 萬 | −$32.2 萬 | 0.3%0.6% | −0.36 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。