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 |
|---|---|---|---|---|---|---|---|
| TRUTransUnion | COM | 24,331 | $203.8 萬 | 0.2% | −5,060−17.2% | 減碼 | 歷史 |
| STTState Street Corp | COM | 17,465 | $202.6 萬 | 0.2% | −3,633−17.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,282 | $197.7 萬 | 0.2% | −1,100−17.2% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 15,579 | $197.5 萬 | 0.2% | −3,240−17.2% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 7,954 | $196.8 萬 | 0.2% | −1,656−17.2% | 減碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 18,433 | $186.9 萬 | 0.2% | −3,833−17.2% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 12,436 | $186.4 萬 | 0.2% | −2,587−17.2% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 19,996 | $182.8 萬 | 0.2% | −4,159−17.2% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,318 | $181.6 萬 | 0.2% | −484−17.3% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 7,170 | $180.3 萬 | 0.2% | −1,492−17.2% | 減碼 | 歷史 |
| CICigna Group | Stock | 6,254 | $180.3 萬 | 0.2% | −1,303−17.2% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 8,956 | $179.5 萬 | 0.2% | −1,864−17.2% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 13,868 | $178.0 萬 | 0.2% | −2,886−17.2% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 8,103 | $177.9 萬 | 0.2% | −1,687−17.2% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 13,724 | $176.9 萬 | 0.2% | −2,856−17.2% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 4,174 | $176.3 萬 | 0.2% | −868−17.2% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 8,049 | $175.4 萬 | 0.2% | −1,675−17.2% | 減碼 | 歷史 |
| INGRIngredion Inc | COM | 14,213 | $173.6 萬 | 0.2% | +14,213 | 新進 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 21,438 | $167.0 萬 | 0.2% | −4,458−17.2% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 3,726 | $158.8 萬 | 0.2% | −776−17.2% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 9,969 | $158.8 萬 | 0.2% | −2,074−17.2% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 29,860 | $158.6 萬 | 0.2% | −6,209−17.2% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 10,925 | $154.9 萬 | 0.2% | −2,273−17.2% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 5,589 | $152.4 萬 | 0.2% | −1,164−17.2% | 減碼 | 歷史 |
| Genpact LimitedG3922B907 | CALL | 36,041 | $151.0 萬 | 0.2% | −7,493−17.2% | 減碼 | – |
| PTCPTC Inc. | Stock | 7,266 | $147.5 萬 | 0.2% | −1,512−17.2% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 7,854 | $135.1 萬 | 0.2% | −435−5.2% | 減碼 | 歷史 |
| REGRegency Centers Corp | COM | 18,497 | $134.8 萬 | 0.2% | −3,847−17.2% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 17,919 | $133.2 萬 | 0.2% | −3,727−17.2% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 25,210 | $127.1 萬 | 0.2% | −5,243−17.2% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,812 | $125.5 萬 | 0.1% | −1,003−17.2% | 減碼 | 歷史 |
| ALVAutoliv Inc | COM | 9,947 | $122.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 13,540 | $118.7 萬 | 0.1% | −2,817−17.2% | 減碼 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 11,334 | $113.3 萬 | 0.1% | −2,358−17.2% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 1,990 | $112.9 萬 | 0.1% | −415−17.3% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,522 | $103.0 萬 | 0.1% | −943−17.3% | 減碼 | 歷史 |
| Regeneron Pharmaceuticals75886F907 | COM | 1,810 | $101.8 萬 | 0.1% | −379−17.3% | 減碼 | – |
| RPRXRoyalty Pharma plc | SHS CLASS A | 25,225 | $89.0 萬 | 0.1% | −5,246−17.2% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 2,476 | $64.4 萬 | 0.1% | −516−17.2% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 20,611 | $53.2 萬 | 0.1% | −4,286−17.2% | 減碼 | 歷史 |
| TROXTronox Holdings plc | SHS | 55,681 | $22.4 萬 | <0.1% | −11,577−17.2% | 減碼 | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 803 | $1.92 萬 | <0.1% | −168−17.3% | 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。