BDF-Gestion
- SEC CIK
- 0001632812
- 最新申報
- 2026/7/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/17 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 143
- 較 2024 年第 4 季 +7
- 總值
- $9.11 億
- 較 2024 年第 4 季 −$5,773 萬 (−6.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TROXTronox Holdings plc | SHS | 74,587 | $52.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APTVAptiv PLC | Stock | 9,699 | $57.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 27,611 | $78.3 萬 | 0.1% | +27,611 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 38,231 | $86.8 萬 | 0.1% | +38,231 | 新進 | 歷史 |
| TFXTeleflex Inc | COM | 6,556 | $90.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NDAQNasdaq, Inc. | COM | 12,169 | $92.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALVAutoliv Inc | COM | 11,032 | $97.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 33,792 | $105.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 6,061 | $115.2 萬 | 0.1% | +6,061 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 14,637 | $133.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSAMSA Safety Inc | COM | 9,193 | $134.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 44,079 | $150.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PTCPTC Inc. | Stock | 9,735 | $150.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 2,668 | $150.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | Stock | 10,858 | $153.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 4,736 | $156.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 15,185 | $158.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 6,449 | $159.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 20,669 | $166.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 4,994 | $172.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 5,593 | $175.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| REGRegency Centers Corp | COM | 24,780 | $182.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 24,005 | $184.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 7,079 | $192.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BLBlackline, Inc. | COM | 40,000 | $193.7 萬 | 0.2% | +40,000 | 新進 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 18,140 | $199.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JJacobs Solutions Inc. | COM | 16,661 | $201.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 33,772 | $201.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 14,000 | $204.6 萬 | 0.2% | +14,000 | 新進 | 歷史 |
| STTState Street Corp | COM | 23,398 | $209.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PKGPackaging Corp of America | Stock | 10,785 | $213.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 28,718 | $214.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 18,580 | $217.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 12,000 | $217.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 7,490 | $220.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 5,250 | $225.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | Stock | 30,084 | $233.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| STESTERIS plc | SHS USD | 10,659 | $241.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Genpact LimitedG3922B907 | CALL | 48,278 | $243.2 萬 | 0.3% | 00.0% | 不變 | – |
| ZSZscaler, Inc. | Stock | 12,500 | $248.0 萬 | 0.3% | +12,500 | 新進 | 歷史 |
| COOCooper Companies, Inc. | COM | 29,592 | $249.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 3,109 | $253.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 10,923 | $254.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 10,750 | $256.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 4,102 | $257.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 54,980 | $258.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 32,777 | $262.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Caterpillar Inc149123951 | PUT | 7,964 | $262.7 萬 | 0.3% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 11,027 | $262.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RMDResmed Inc | COM | 11,791 | $263.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 24,271 | $265.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TRUTransUnion | COM | 32,594 | $270.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 8,381 | $275.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 24,693 | $276.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EHCEncompass Health Corp | COM | 27,292 | $276.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 26,788 | $276.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 13,111 | $277.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Regeneron Pharmaceuticals75886F907 | COM | 4,453 | $282.4 萬 | 0.3% | 00.0% | 不變 | – |
| AMPAmeriprise Financial Inc | COM | 5,875 | $284.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 9,607 | $285.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 4,689 | $287.9 萬 | 0.3% | −5,000−51.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 6,136 | $288.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 11,618 | $307.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 21,549 | $307.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 21,473 | $311.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 18,419 | $317.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 41,646 | $318.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 20,870 | $322.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 19,885 | $325.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DXCMDexcom Inc | COM | 48,703 | $332.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HOLXHologic Inc | COM | 54,312 | $335.5 萬 | 0.4% | +32,000+143.4% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 114,631 | $337.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 36,119 | $338.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AZOAutoZone Inc | COM | 907 | $345.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 17,342 | $349.7 萬 | 0.4% | +17,342 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 5,309 | $357.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 49,330 | $357.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 23,546 | $361.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 93,062 | $364.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 15,306 | $379.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 19,091 | $391.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 22,314 | $401.0 萬 | 0.4% | +22,314 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 18,387 | $406.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 11,116 | $413.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 41,029 | $413.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 9,534 | $414.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 18,067 | $421.9 萬 | 0.5% | +9,750+117.2% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 17,761 | $430.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 35,043 | $433.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VTRVentas, Inc. | REIT | 64,167 | $441.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 44,562 | $442.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,769 | $445.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 11,712 | $449.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 17,152 | $457.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| EAElectronic Arts Inc. | COM | 32,020 | $462.8 萬 | 0.5% | −28,500−47.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 17,271 | $464.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 58,117 | $466.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 28,608 | $475.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 19,697 | $477.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 18,396 | $481.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（2 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。