Baker Chad R
- SEC CIK
- 0001666470
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/16。SEC
- 持股檔數
- 51
- 較 2026 年第 1 季 −5
- 總值
- $6.2 億
- 較 2026 年第 1 季 +$8,953.89 萬 (+16.9%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| AMDADVANCED MICRO DEVICES INC COM | Stock | 83,168 | $4,831.31 萬 | 7.80% | −893−1.1% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 163,883 | $4,742.12 萬 | 7.65% | −10,000−5.8% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 109,180 | $3,901.77 萬 | 6.30% | −100−0.1% | 減碼 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 180,838 | $3,188.54 萬 | 5.15% | 00.0% | 不變 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 76,865 | $3,052.85 萬 | 4.93% | 00.0% | 不變 | 查看 |
| ROKROCKWELL AUTOMATION INC COM | Stock | 52,010 | $2,574.91 萬 | 4.16% | 00.0% | 不變 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 99,518 | $2,371.91 萬 | 3.83% | 00.0% | 不變 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 44,175 | $2,268.83 萬 | 3.66% | 00.0% | 不變 | 查看 |
| TSLATESLA INC COM | Stock | 49,739 | $2,092.02 萬 | 3.38% | 00.0% | 不變 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 53,575 | $1,998.45 萬 | 3.22% | 00.0% | 不變 | 查看 |
| NETCLOUDFLARE INC | CL A COM | 77,960 | $1,912.2 萬 | 3.09% | 00.0% | 不變 | 查看 |
| CARRCARRIER GLOBAL CORPORATION COM | Stock | 253,050 | $1,856.12 萬 | 3.00% | 00.0% | 不變 | 查看 |
| ULSUL SOLUTIONS INC | CLASS A COM SHS | 165,710 | $1,687.92 萬 | 2.72% | 00.0% | 不變 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 66,370 | $1,685.6 萬 | 2.72% | 00.0% | 不變 | 查看 |
| WMWASTE MGMT INC DEL COM | Stock | 71,535 | $1,594.37 萬 | 2.57% | 00.0% | 不變 | 查看 |
| TMUST-MOBILE US INC COM | Stock | 72,945 | $1,223.51 萬 | 1.97% | 00.0% | 不變 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 16,530 | $1,195.12 萬 | 1.93% | 00.0% | 不變 | 查看 |
| XYLXYLEM INC | COM | 100,080 | $1,183.05 萬 | 1.91% | +1,175+1.2% | 加碼 | 查看 |
| WMTWALMART INC COM | Stock | 102,675 | $1,162.9 萬 | 1.88% | 00.0% | 不變 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 58,025 | $1,105.26 萬 | 1.78% | 00.0% | 不變 | 查看 |
| NSCNORFOLK SOUTHN CORP COM | Stock | 33,906 | $1,066.65 萬 | 1.72% | 00.0% | 不變 | 查看 |
| ATRAPTARGROUP INC COM | Stock | 79,100 | $990.33 萬 | 1.60% | 00.0% | 不變 | 查看 |
| ABTABBOTT LABORATORIES COM | Stock | 106,660 | $967.83 萬 | 1.56% | 00.0% | 不變 | 查看 |
| ADPAUTOMATIC DATA PROCESSING INC COM | Stock | 42,955 | $961.98 萬 | 1.55% | 00.0% | 不變 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 62,340 | $944.45 萬 | 1.52% | 00.0% | 不變 | 查看 |
| ARMARM HOLDINGS PLC SPONSORED ADS | ADR | 24,250 | $859.83 萬 | 1.39% | 00.0% | 不變 | 查看 |
| HDHOME DEPOT INC COM | Stock | 23,415 | $825.8 萬 | 1.33% | 00.0% | 不變 | 查看 |
| VLTOVERALTO CORP COM SHS | Stock | 87,877 | $779.29 萬 | 1.26% | 00.0% | 不變 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 52,710 | $772.94 萬 | 1.25% | 00.0% | 不變 | 查看 |
| RTXRTX CORPORATION COM | Stock | 38,348 | $727.58 萬 | 1.17% | 00.0% | 不變 | 查看 |
| SNSHARKNINJA INC | COM SHS | 45,315 | $690.01 萬 | 1.11% | +13,830+43.9% | 加碼 | 查看 |
| SYKSTRYKER CORPORATION COM | Stock | 20,465 | $644.32 萬 | 1.04% | +1,790+9.6% | 加碼 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 22,885 | $643.55 萬 | 1.04% | +6,625+40.7% | 加碼 | 查看 |
| LOWLOWES COS INC COM | Stock | 28,100 | $619.58 萬 | 1.00% | 00.0% | 不變 | 查看 |
| ULUNILEVER PLC | SPON ADR NEW | 96,377 | $579.42 萬 | 0.94% | +27,940+40.8% | 加碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 15,135 | $534.77 萬 | 0.86% | 00.0% | 不變 | 查看 |
| CSXCSX CORP COM | Stock | 102,000 | $484.81 萬 | 0.78% | 00.0% | 不變 | 查看 |
| AVGOBROADCOM INC COM | Stock | 12,570 | $474.83 萬 | 0.77% | +3,870+44.5% | 加碼 | 查看 |
| CLCOLGATE PALMOLIVE CO COM | Stock | 51,200 | $469.4 萬 | 0.76% | 00.0% | 不變 | 查看 |
| TILEINTERFACE INC | COM | 100,155 | $358.96 萬 | 0.58% | 00.0% | 不變 | 查看 |
| RKTROCKET COS INC COM CL A | Stock | 159,135 | $250.64 萬 | 0.40% | 00.0% | 不變 | 查看 |
| ABNBAIRBNB INC COM CL A | Stock | 17,510 | $250.57 萬 | 0.40% | +635+3.8% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 16,400 | $224.22 萬 | 0.36% | 00.0% | 不變 | 查看 |
| SOFISOFI TECHNOLOGIES INC COM | Stock | 121,415 | $217.7 萬 | 0.35% | 00.0% | 不變 | 查看 |
| ADBEADOBE INC COM | Stock | 9,000 | $184.52 萬 | 0.30% | 00.0% | 不變 | 查看 |
| MRKMERCK & CO INC COM | Stock | 13,950 | $179.26 萬 | 0.29% | 00.0% | 不變 | 查看 |
| ZTSZOETIS INC CL A | Stock | 24,818 | $178.34 萬 | 0.29% | 00.0% | 不變 | 查看 |
| BRBROADRIDGE FINL SOLUTIONS INC COM | Stock | 11,080 | $151.74 萬 | 0.24% | +11,080 | 新進 | 查看 |
| CITHE CIGNA GROUP COM | Stock | 5,254 | $144.84 萬 | 0.23% | 00.0% | 不變 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 6,225 | $124.56 萬 | 0.20% | −450−6.7% | 減碼 | 查看 |
| VRTXVERTEX PHARMACEUTICALS INC COM | Stock | 750 | $37.25 萬 | 0.06% | 00.0% | 不變 | 查看 |
2026 年第 1 季 之後清倉（6 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| CRSPCRISPR THERAPEUTICS AG | NAMEN AKT | 93,300 | $443.83 萬 | 0.84% |
| UBERUBER TECHNOLOGIES INC COM | Stock | 58,830 | $423.16 萬 | 0.80% |
| ALCALCON AG ORD SHS | Stock | 27,525 | $207.4 萬 | 0.39% |
| MKCMCCORMICK & CO INC COM NON VTG | Stock | 19,470 | $98.21 萬 | 0.19% |
| RELXRELX PLC | SPONSORED ADR | 10,055 | $33.33 萬 | 0.06% |
| CRMSALESFORCE INC COM | Stock | 1,440 | $26.88 萬 | 0.05% |