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Enlightenment Research, LLC

SEC CIK
0001676924
最新申報
2023/1/24

2021 年第 2 季持倉

持倉截至 2021/6/30,2021/8/16 申報。只含多頭部位,變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
125
較 2021 年第 1 季 −14
總值
$7,859 萬
較 2021 年第 1 季 −$479.4 萬 (−5.7%)
申報日
2021/8/16
SEC
Enlightenment Research, LLC 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
METAMeta Platforms, Inc.Stock14,700$511.1 萬6.5%+14,700新進歷史
NVDANVIDIA CorpStock5,050$404.1 萬5.1%+5,050新進歷史
BABoeing CoStock13,889$332.7 萬4.2%+13,889新進歷史
NKENIKE, Inc.Stock14,000$216.3 萬2.8%+14,000新進歷史
TSLATesla, Inc.Stock3,000$203.9 萬2.6%−2,185−42.1%減碼歷史
PLUGPlug Power IncStock58,400$199.7 萬2.5%+58,400新進歷史
SESea LtdSPONSORD ADS6,700$184.0 萬2.3%+6,700新進歷史
PLTRPalantir Technologies Inc.Stock66,700$175.8 萬2.2%+66,700新進歷史
PDDPDD Holdings Inc.SPONSORED ADS13,500$171.5 萬2.2%+13,500新進歷史
CATCaterpillar IncStock7,700$167.6 萬2.1%+7,700新進歷史
LLYEli Lilly & CoStock6,295$144.5 萬1.8%+6,295新進歷史
UPSTUpstart Holdings, Inc.COM11,304$141.2 萬1.8%+11,304新進歷史
CRWDCrowdStrike Holdings, Inc.Stock5,201$130.7 萬1.7%−110−2.1%減碼歷史
VZVerizon Communications IncStock22,700$127.2 萬1.6%+22,700新進歷史
INTCIntel CorpStock19,645$110.3 萬1.4%+6,745+52.3%加碼歷史
SHOPShopify Inc.Stock750$109.6 萬1.4%+750新進歷史
SNOWSnowflake Inc.Stock4,400$106.4 萬1.4%+1,500+51.7%加碼歷史
UALUnited Airlines Holdings, Inc.COM20,300$106.1 萬1.3%+20,300新進歷史
DELLDell Technologies Inc.Stock10,400$103.7 萬1.3%+10,400新進歷史
CCitigroup IncStock14,300$101.2 萬1.3%+14,300新進歷史
CSXCSX CorpStock30,000$96.2 萬1.2%+30,000新進歷史
BXBlackstone Inc.COM9,678$94.0 萬1.2%+6,878+245.6%加碼歷史
CICigna GroupStock3,900$92.5 萬1.2%+3,900新進歷史
PGProcter & Gamble CoStock6,700$90.4 萬1.2%+6,700新進歷史
PLDPrologis, Inc.REIT7,400$88.5 萬1.1%+7,400新進歷史
PMPhilip Morris International Inc.Stock8,500$84.2 萬1.1%+5,700+203.6%加碼歷史
FCXFreeport-McMoran IncStock21,703$80.5 萬1.0%+21,703新進歷史
COFCapital One Financial CorpStock5,088$78.7 萬1.0%+5,088新進歷史
VVisa Inc.Stock3,300$77.2 萬1.0%+3,300新進歷史
CRMSalesforce, Inc.Stock3,100$75.7 萬1.0%+2,000+181.8%加碼歷史
AAAlcoa CorpStock19,300$71.1 萬0.9%+19,300新進歷史
RBLXRoblox CorpStock7,600$68.4 萬0.9%+7,600新進歷史
AMATApplied Materials IncStock4,802$68.4 萬0.9%−4,898−50.5%減碼歷史
SPGSimon Property Group Inc.REIT5,100$66.5 萬0.8%+5,100新進歷史
WMTWalmart Inc.Stock4,700$66.3 萬0.8%+4,700新進歷史
NEENextera Energy IncStock9,000$66.0 萬0.8%+9,000新進歷史
ADBEAdobe Inc.Stock1,100$64.4 萬0.8%−2,600−70.3%減碼歷史
GOOGLAlphabet Inc.Stock254$62.0 萬0.8%−1,746−87.3%減碼歷史
TAT&T Inc.Stock21,000$60.4 萬0.8%−34,300−62.0%減碼歷史
UPSUnited Parcel Service IncStock2,800$58.2 萬0.7%+2,800新進歷史
SNAPSnap IncStock8,200$55.9 萬0.7%+8,200新進歷史
RHRHCOM820$55.7 萬0.7%+20+2.5%加碼歷史
BKNGBooking Holdings Inc.Stock249$54.5 萬0.7%+249新進歷史
ORealty Income CorpREIT8,100$54.1 萬0.7%+8,100新進歷史
JDJD.com, Inc.SPON ADS CL A6,700$53.5 萬0.7%+6,700新進歷史
MCDMcDonalds CorpStock2,300$53.1 萬0.7%+2,300新進歷史
CHWYChewy, Inc.CL A5,900$47.0 萬0.6%−6,300−51.6%減碼歷史
XYZBlock, Inc.CL A1,901$46.3 萬0.6%+1,901新進歷史
ATOSAtossa Therapeutics, Inc.COM73,100$46.2 萬0.6%+73,100新進歷史
WYNNWynn Resorts LtdCOM3,703$45.3 萬0.6%+3,703新進歷史
URIUnited Rentals, Inc.COM1,400$44.7 萬0.6%+1,400新進歷史
YUMYum Brands IncStock3,700$42.6 萬0.5%+3,700新進歷史
NSCNorfolk Southern CorpStock1,600$42.5 萬0.5%+1,600新進歷史
ABBVAbbVie Inc.Stock3,700$41.7 萬0.5%+3,700新進歷史
IBMInternational Business Machines CorpStock2,794$41.0 萬0.5%−307−9.9%減碼歷史
LUVSouthwest Airlines CoCOM7,700$40.9 萬0.5%+7,700新進歷史
PYPLPayPal Holdings, Inc.Stock1,400$40.8 萬0.5%00.0%不變歷史
COPConocoPhillipsStock6,501$39.6 萬0.5%+6,501新進歷史
GDGeneral Dynamics CorpStock2,100$39.5 萬0.5%+2,100新進歷史
KMXCarMax IncCOM3,019$39.0 萬0.5%+3,019新進歷史
ADMArcher-Daniels-Midland CoStock6,400$38.8 萬0.5%+6,400新進歷史
AONAon plcCL A1,600$38.2 萬0.5%+1,600新進歷史
ULTAUlta Beauty, Inc.Stock1,100$38.0 萬0.5%+1,100新進歷史
VALEVale S.A.SPONSORED ADS16,587$37.8 萬0.5%+16,587新進歷史
HOLXHologic IncCOM5,556$37.1 萬0.5%+5,556新進歷史
WFCWells Fargo & CompanyStock8,100$36.7 萬0.5%+8,100新進歷史
VMCVulcan Materials COCOM2,100$36.6 萬0.5%+2,100新進歷史
MCHPMicrochip Technology IncStock2,400$35.9 萬0.5%+2,400新進歷史
KRKroger CoStock9,300$35.6 萬0.5%−13,400−59.0%減碼歷史
MARMarriott International IncStock2,526$34.5 萬0.4%+2,526新進歷史
ASMLASML Holding NVADR500$34.5 萬0.4%+19+4.0%加碼歷史
LOGCContextLogic Inc.COM CL A25,715$33.9 萬0.4%+25,715新進歷史
TGTTarget CorpStock1,400$33.8 萬0.4%+1,400新進歷史
MOAltria Group, Inc.Stock6,900$32.9 萬0.4%−15,451−69.1%減碼歷史
AIC3.ai, Inc.Stock5,200$32.5 萬0.4%−100−1.9%減碼歷史
VMRKVivmark ResidentialSH BEN INT4,200$32.3 萬0.4%+4,200新進歷史
QSQuantumScape CorpCOM CL A11,000$32.2 萬0.4%+6,000+120.0%加碼歷史
ISRGIntuitive Surgical IncCOM NEW350$32.2 萬0.4%+50+16.7%加碼歷史
BBBY20230930-DK-Butterfly-1, Inc.COM9,600$32.0 萬0.4%+9,600新進歷史
SBUXStarbucks CorpStock2,801$31.3 萬0.4%+2,801新進歷史
BIIBBiogen Inc.COM900$31.2 萬0.4%+900新進歷史
ZBHZimmer Biomet Holdings, Inc.Stock1,900$30.6 萬0.4%+1,900新進歷史
BIDUBaidu, Inc.ADR1,500$30.6 萬0.4%+1,500新進歷史
CSGPCostar Group, Inc.COM3,700$30.6 萬0.4%+1,200+48.0%加碼依 10 比 1 拆股換算歷史
TXG10x Genomics, Inc.CL A COM1,500$29.4 萬0.4%+1,500新進歷史
ITWIllinois Tool Works IncStock1,300$29.1 萬0.4%+1,300新進歷史
PFEPfizer IncStock7,400$29.0 萬0.4%+7,400新進歷史
PPGPPG Industries IncStock1,700$28.9 萬0.4%+1,700新進歷史
HLTHilton Worldwide Holdings Inc.COM2,395$28.9 萬0.4%+2,395新進歷史
AVYAvery Dennison CorpCOM1,300$27.3 萬0.3%+1,300新進歷史
SHWSherwin Williams CoCOM1,000$27.2 萬0.3%+1,000新進歷史
ALLYAlly Financial Inc.Stock5,250$26.2 萬0.3%+5,250新進歷史
CLFCleveland-Cliffs Inc.COM12,100$26.1 萬0.3%+12,100新進歷史
PXDPioneer Natural Resources CoCOM1,600$26.0 萬0.3%+1,600新進歷史
BGBunge Global SACOM3,300$25.8 萬0.3%+3,300新進歷史
LULUlululemon athletica inc.Stock700$25.5 萬0.3%+700新進歷史
DHIHorton D R IncCOM2,800$25.3 萬0.3%+2,800新進歷史
FFord Motor CoStock16,700$24.8 萬0.3%+16,700新進歷史
XOMExxonMobil Holdings CorpCOM3,900$24.6 萬0.3%−14,300−78.6%減碼歷史
ALGNAlign Technology IncCOM400$24.4 萬0.3%−400−50.0%減碼歷史

2021 年第 1 季之後清倉(108 檔)

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 108 檔。

Enlightenment Research, LLC 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
AMDAdvanced Micro Devices IncStock48,826$383.3 萬4.6%歷史
Paramount Global92556H206CL B80,100$361.3 萬4.3%–
MSFTMicrosoft CorpStock13,121$309.4 萬3.7%歷史
TWTRTwitter, Inc.COM40,042$254.8 萬3.1%歷史
DISWalt Disney CoStock9,200$169.8 萬2.0%歷史
AAPLApple Inc.Stock13,607$166.2 萬2.0%歷史
GOOGAlphabet Inc.Stock800$165.5 萬2.0%歷史
WBAWalgreens Boots Alliance, Inc.COM25,200$138.3 萬1.7%歷史
GMGeneral Motors CoCOM21,100$121.2 萬1.5%歷史
BABAAlibaba Group Holding LtdADR5,100$115.6 萬1.4%歷史
FISVFiserv IncStock9,300$110.7 萬1.3%歷史
DKNGDraftKings Inc.COM CL A17,100$104.9 萬1.3%歷史
CMCSAComcast CorpStock17,704$95.8 萬1.1%歷史
RIOTRiot Platforms, Inc.COM17,300$92.2 萬1.1%歷史
NIONIO Inc.ADR22,200$86.5 萬1.0%歷史
WBDWarner Bros. Discovery, Inc.COM SER A18,500$80.4 萬1.0%歷史
FISFidelity National Information Services, Inc.Stock5,400$75.9 萬0.9%歷史
GILDGilead Sciences, Inc.Stock11,600$75.0 萬0.9%歷史
BMYBristol Myers Squibb CoStock11,400$72.0 萬0.9%歷史
MMM3M CoStock3,700$71.3 萬0.9%歷史
PENNPENN Entertainment, Inc.COM6,400$67.1 萬0.8%歷史
DRIDarden Restaurants IncCOM4,700$66.7 萬0.8%歷史
ADPAutomatic Data Processing IncStock3,500$66.0 萬0.8%歷史
ELEstee Lauder Companies IncCL A2,162$62.9 萬0.8%歷史
AZNAstraZeneca PLCSPONSORED ADR12,000$59.7 萬0.7%歷史
AALAmerican Airlines Group Inc.Stock22,500$53.8 萬0.6%歷史
LYFTLyft, Inc.CL A COM8,400$53.1 萬0.6%歷史
ADIAnalog Devices IncStock3,300$51.2 萬0.6%歷史
UBERUber Technologies, IncStock9,340$50.9 萬0.6%歷史
RKTRocket Companies, Inc.Stock22,000$50.8 萬0.6%歷史
KSUKansas City SouthernCOM NEW1,900$50.1 萬0.6%歷史
ILMNIllumina, Inc.COM1,300$49.9 萬0.6%歷史
ROKURoku, IncCOM CL A1,500$48.9 萬0.6%歷史
BNTXBioNTech SESPONSORED ADS4,400$48.0 萬0.6%歷史
TXNTexas Instruments IncStock2,500$47.2 萬0.6%歷史
ABNBAirbnb, Inc.Stock2,500$47.0 萬0.6%歷史
EXPEExpedia Group, Inc.Stock2,700$46.5 萬0.6%歷史
ZSZscaler, Inc.Stock2,700$46.4 萬0.6%歷史
MAMastercard IncStock1,300$46.3 萬0.6%歷史
SOSSOS LtdSPNSORD ADS NEW90,242$44.9 萬0.5%歷史
FDXFedEx CorpStock1,500$42.6 萬0.5%歷史
TROWPrice T Rowe Group IncStock2,400$41.2 萬0.5%歷史
Aphria Inc03765K104COM22,100$40.6 萬0.5%–
Coherent Inc192479103COM1,600$40.5 萬0.5%–
LINLinde PLCSHS1,400$39.2 萬0.5%歷史
ALXNAlexion Pharmaceuticals, Inc.COM2,500$38.2 萬0.5%歷史
MDBMongoDB, Inc.CL A1,400$37.4 萬0.4%歷史
KDPKeurig Dr Pepper Inc.COM10,700$36.8 萬0.4%歷史
SLBSLB LimitedStock13,200$35.9 萬0.4%歷史
RIORio Tinto PLCADR4,600$35.7 萬0.4%歷史
MRKMerck & Co., Inc.Stock4,500$34.7 萬0.4%歷史
NVSNovartis AGADR4,000$34.2 萬0.4%歷史
Farfetch Ltd30744W107ORD SH CL A6,400$33.9 萬0.4%–
UNHUnitedHealth Group IncStock900$33.5 萬0.4%歷史
AMGNAmgen IncStock1,300$32.3 萬0.4%歷史
PEPPepsiCo IncStock2,200$31.1 萬0.4%歷史
OMCOmnicom Group Inc.COM4,021$29.8 萬0.4%歷史
BBWIBath & Body Works, Inc.COM4,800$29.7 萬0.4%歷史
GNRCGenerac Holdings Inc.Stock900$29.5 萬0.4%歷史
HPQHP IncStock9,303$29.5 萬0.4%歷史
VRTXVertex Pharmaceuticals IncStock1,368$29.4 萬0.4%歷史
PLAYDave & Buster's Entertainment, Inc.COM6,100$29.2 萬0.4%歷史
GSGoldman Sachs Group IncStock875$28.6 萬0.3%歷史
TMOThermo Fisher Scientific Inc.Stock614$28.0 萬0.3%歷史
SWKStanley Black & Decker, Inc.COM1,400$28.0 萬0.3%歷史
CTASCintas CorpStock800$27.3 萬0.3%歷史
TWLOTwilio IncCL A800$27.3 萬0.3%歷史
MSTRStrategy IncStock400$27.2 萬0.3%歷史
TALTAL Education GroupSPONSORED ADS5,000$26.9 萬0.3%歷史
HIGHartford Insurance Group, Inc.Stock4,000$26.7 萬0.3%歷史
Discovery Inc25470F302COM SER C7,200$26.6 萬0.3%–
IFFInternational Flavors & Fragrances IncCOM1,900$26.5 萬0.3%歷史
GOTUGaotu Techedu Inc.SPONSORED ADS7,800$26.4 萬0.3%歷史
DASHDoorDash, Inc.Stock2,000$26.2 萬0.3%歷史
NNDMNano Dimension Ltd.SPONSORD ADS NEW30,500$26.2 萬0.3%歷史
WWayfair Inc.CL A800$25.2 萬0.3%歷史
MKCMcCormick & Co IncStock2,800$25.0 萬0.3%歷史
FUBOFuboTV Inc.COM11,248$24.9 萬0.3%歷史
SPGIS&P Global Inc.Stock700$24.7 萬0.3%歷史
KKRKKR & Co. Inc.COM5,000$24.4 萬0.3%歷史
DOCUDocuSign, Inc.Stock1,200$24.3 萬0.3%歷史
GRWGGrowGeneration Corp.COM4,900$24.3 萬0.3%歷史
CARRCarrier Global CorpStock5,700$24.1 萬0.3%歷史
BAXBaxter International IncStock2,800$23.6 萬0.3%歷史
LMNDLemonade, Inc.Stock2,500$23.3 萬0.3%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A7,800$23.3 萬0.3%歷史
CNCCentene CorpStock3,600$23.0 萬0.3%歷史
HUBSHubSpot IncCOM500$22.7 萬0.3%歷史
EMREmerson Electric CoStock2,500$22.6 萬0.3%歷史
APDAir Products & Chemicals, Inc.Stock800$22.5 萬0.3%歷史
RTXRTX CorpStock2,900$22.4 萬0.3%歷史
KMBKimberly Clark CorpStock1,600$22.2 萬0.3%歷史
BHPBHP Group LtdADR3,200$22.2 萬0.3%歷史
GPNGlobal Payments IncStock1,100$22.2 萬0.3%歷史
GTMZoomInfo Technologies Inc.Stock4,400$21.5 萬0.3%歷史
RCLRoyal Caribbean Cruises LtdCOM2,500$21.4 萬0.3%歷史
BYNDBeyond Meat, Inc.COM1,636$21.3 萬0.3%歷史
EBONEbang International Holdings Inc.CL A SHS26,600$21.1 萬0.3%歷史
LBRDKLiberty Broadband CorpCOM SER C1,400$21.0 萬0.3%歷史
CCJCameco CorpStock12,500$20.8 萬0.2%歷史