BDF-Gestion
- SEC CIK
- 0001632812
- 最新申報
- 2026/7/7
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/9 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 143
- 較 2025 年第 2 季 +6
- 總值
- $8.40 億
- 較 2025 年第 2 季 −$4,808 萬 (−5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LINLinde PLC | Stock | 8,916 | $423.5 萬 | 0.5% | −1,856−17.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,892 | $428.2 萬 | 0.5% | −2,682−17.2% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 20,089 | $431.2 萬 | 0.5% | −4,178−17.2% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 13,732 | $436.2 萬 | 0.5% | −2,856−17.2% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 38,169 | $437.1 萬 | 0.5% | −7,937−17.2% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 33,267 | $473.7 萬 | 0.6% | −6,917−17.2% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 23,902 | $482.1 萬 | 0.6% | −4,971−17.2% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 20,216 | $483.9 萬 | 0.6% | −4,204−17.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 10,188 | $494.1 萬 | 0.6% | −2,120−17.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 27,709 | $509.1 萬 | 0.6% | −5,762−17.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 77,041 | $510.9 萬 | 0.6% | −16,016−17.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 155,165 | $520.6 萬 | 0.6% | −32,258−17.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 32,997 | $533.9 萬 | 0.6% | −39,327−54.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 79,842 | $546.3 萬 | 0.7% | −16,599−17.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 27,204 | $553.9 萬 | 0.7% | +27,204 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,314 | $581.1 萬 | 0.7% | −1,315−17.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 17,138 | $591.8 萬 | 0.7% | −3,565−17.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 28,999 | $593.7 萬 | 0.7% | +9,636+49.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 43,332 | $626.3 萬 | 0.7% | −9,010−17.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 40,837 | $627.5 萬 | 0.7% | −8,491−17.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 26,590 | $630.2 萬 | 0.8% | −5,530−17.2% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 14,027 | $641.4 萬 | 0.8% | −2,917−17.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 26,128 | $734.8 萬 | 0.9% | −5,433−17.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 34,522 | $799.3 萬 | 1.0% | −7,178−17.2% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 18,094 | $809.2 萬 | 1.0% | +6,072+50.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 44,629 | $814.1 萬 | 1.0% | +12,284+38.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 7,000 | $839.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 83,744 | $850.0 萬 | 1.0% | +9,569+12.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 64,861 | $868.7 萬 | 1.0% | +6,100+10.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 16,574 | $942.7 萬 | 1.1% | −3,447−17.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 187,578 | $967.7 萬 | 1.2% | −38,997−17.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 12,500 | $995.4 萬 | 1.2% | −2,600−17.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,205 | $1,021 萬 | 1.2% | −5,241−17.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 36,117 | $1,233 萬 | 1.5% | −7,511−17.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 19,949 | $1,522 萬 | 1.8% | −4,149−17.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 63,921 | $2,016 萬 | 2.4% | −13,290−17.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 113,343 | $2,760 萬 | 3.3% | −23,564−17.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 48,896 | $3,591 萬 | 4.3% | −2,706−5.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 114,626 | $3,782 萬 | 4.5% | −6,342−5.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 296,502 | $7,550 萬 | 9.0% | −47,898−13.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 151,641 | $7,854 萬 | 9.4% | −31,525−17.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 479,780 | $8,952 萬 | 10.7% | −119,544−19.9% | 減碼 | 歷史 |
| BKTBlackRock Income Trust, Inc. | COM NEW | 4,346 | – | – | −905−17.2% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。