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Enlightenment Research, LLC

SEC CIK
0001676924
最新申報
2023/1/24

2021 年第 3 季持倉

持倉截至 2021/9/30,2021/11/15 申報。只含多頭部位,變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
129
較 2021 年第 2 季 +4
總值
$8,193 萬
較 2021 年第 2 季 +$333.4 萬 (+4.2%)
申報日
2021/11/15
SEC
Enlightenment Research, LLC 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
PLTRPalantir Technologies Inc.Stock107,014$257.3 萬3.1%+40,314+60.4%加碼歷史
NFLXNetflix IncStock3,900$238.0 萬2.9%+3,900新進歷史
MSMorgan StanleyStock21,768$211.8 萬2.6%+21,768新進歷史
ACNAccenture plcStock6,300$201.5 萬2.5%+6,300新進歷史
XYZBlock, Inc.CL A8,000$191.9 萬2.3%+6,099+320.8%加碼歷史
CRMSalesforce, Inc.Stock6,200$168.2 萬2.1%+3,100+100.0%加碼歷史
ADBEAdobe Inc.Stock2,694$155.1 萬1.9%+1,594+144.9%加碼歷史
BKNGBooking Holdings Inc.Stock650$154.3 萬1.9%+401+161.0%加碼歷史
GSGoldman Sachs Group IncStock4,079$154.2 萬1.9%+4,079新進歷史
NVDANVIDIA CorpStock7,400$153.3 萬1.9%−12,800−63.4%減碼依 4 比 1 拆股換算歷史
CSCOCisco Systems, Inc.Stock27,500$149.7 萬1.8%+23,200+539.5%加碼歷史
UNPUnion Pacific CorpStock7,595$148.9 萬1.8%+7,595新進歷史
MRNAModerna, Inc.Stock3,795$146.1 萬1.8%+3,795新進歷史
CCitigroup IncStock19,498$136.8 萬1.7%+5,198+36.3%加碼歷史
ADIAnalog Devices IncStock7,900$132.3 萬1.6%+7,900新進歷史
LLYEli Lilly & CoStock5,700$131.7 萬1.6%−595−9.5%減碼歷史
UNHUnitedHealth Group IncStock3,200$125.0 萬1.5%+3,200新進歷史
HCAHCA Healthcare, Inc.COM4,905$119.1 萬1.5%+4,905新進歷史
FISVFiserv IncStock10,400$112.8 萬1.4%+10,400新進歷史
VVisa Inc.Stock4,606$102.6 萬1.3%+1,306+39.6%加碼歷史
CROXCrocs, Inc.COM7,100$101.9 萬1.2%+7,100新進歷史
BXBlackstone Inc.COM8,600$100.1 萬1.2%−1,078−11.1%減碼歷史
FCXFreeport-McMoran IncStock30,200$98.2 萬1.2%+8,497+39.2%加碼歷史
COSTCostco Wholesale CorpStock2,100$94.4 萬1.2%+2,100新進歷史
TXNTexas Instruments IncStock4,909$94.4 萬1.2%+4,909新進歷史
LINLinde PLCSHS3,100$90.9 萬1.1%+3,100新進歷史
AXPAmerican Express CoStock5,400$90.5 萬1.1%+5,400新進歷史
WDAYWorkday, Inc.CL A3,600$90.0 萬1.1%+3,600新進歷史
BNTXBioNTech SESPONSORED ADS3,200$87.4 萬1.1%+3,200新進歷史
COFCapital One Financial CorpStock5,300$85.8 萬1.0%+212+4.2%加碼歷史
DKSDick's Sporting Goods, Inc.Stock7,165$85.8 萬1.0%+7,165新進歷史
LCIDLucid Group, Inc.COM32,600$82.7 萬1.0%+32,600新進歷史
SNOWSnowflake Inc.Stock2,700$81.7 萬1.0%−1,700−38.6%減碼歷史
DISWalt Disney CoStock4,800$81.2 萬1.0%+4,800新進歷史
LENLennar CorpCL A8,450$79.2 萬1.0%+8,450新進歷史
TSLATesla, Inc.Stock950$73.7 萬0.9%−2,050−68.3%減碼歷史
COINCoinbase Global, Inc.COM CL A3,194$72.7 萬0.9%+3,194新進歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,500$72.6 萬0.9%+6,500新進歷史
ETNEaton Corp plcStock4,800$71.7 萬0.9%+4,800新進歷史
BABoeing CoStock3,200$70.4 萬0.9%−10,689−77.0%減碼歷史
ABTAbbott LaboratoriesStock5,800$68.5 萬0.8%+5,800新進歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,100$66.6 萬0.8%+1,100新進歷史
AMTAmerican Tower CorpREIT2,500$66.4 萬0.8%+2,500新進歷史
JCIJohnson Controls International plcStock9,400$64.0 萬0.8%+9,400新進歷史
TJXTJX Companies IncStock9,500$62.7 萬0.8%+9,500新進歷史
LSPDLightspeed Commerce Inc.SUB VTG SHS6,200$59.8 萬0.7%+6,200新進歷史
QCOMQualcomm IncStock4,600$59.3 萬0.7%+4,600新進歷史
DRIDarden Restaurants IncCOM3,900$59.1 萬0.7%+3,900新進歷史
TTTrane Technologies plcSHS3,400$58.7 萬0.7%+3,400新進歷史
TWTRTwitter, Inc.COM9,700$58.6 萬0.7%+9,700新進歷史
BBYBest Buy Co IncStock5,500$58.1 萬0.7%+5,500新進歷史
BBWIBath & Body Works, Inc.COM9,100$57.4 萬0.7%+9,100新進歷史
LULUlululemon athletica inc.Stock1,400$56.7 萬0.7%+700+100.0%加碼歷史
SPCEVirgin Galactic Holdings, IncCOM22,000$55.7 萬0.7%+22,000新進歷史
CCICrown Castle Inc.REIT3,200$55.5 萬0.7%+3,200新進歷史
TAT&T Inc.Stock20,400$55.1 萬0.7%−600−2.9%減碼歷史
CMGChipotle Mexican Grill IncCOM300$54.5 萬0.7%+300新進歷史
AIGAmerican International Group, Inc.Stock9,500$52.1 萬0.6%+9,500新進歷史
BDXBecton Dickinson & CoStock2,100$51.6 萬0.6%+2,100新進歷史
PGProcter & Gamble CoStock3,611$50.5 萬0.6%−3,089−46.1%減碼歷史
SCHWSchwab Charles CorpStock6,700$48.8 萬0.6%+6,700新進歷史
PTONPeloton Interactive, Inc.CL A COM5,500$47.9 萬0.6%+5,500新進歷史
BRK.BBerkshire Hathaway IncStock1,739$47.5 萬0.6%+1,739新進歷史
DFSDiscover Financial ServicesCOM3,800$46.7 萬0.6%+3,800新進歷史
DOWDow Inc.Stock8,000$46.0 萬0.6%+4,685+141.3%加碼歷史
DKNGDraftKings Inc.COM CL A9,300$44.8 萬0.5%+9,300新進歷史
WWayfair Inc.CL A1,701$43.5 萬0.5%+1,701新進歷史
PYPLPayPal Holdings, Inc.Stock1,650$42.9 萬0.5%+250+17.9%加碼歷史
DHIHorton D R IncCOM5,000$42.0 萬0.5%+2,200+78.6%加碼歷史
CARRCarrier Global CorpStock8,100$41.9 萬0.5%+8,100新進歷史
TDOCTeladoc Health, Inc.COM3,300$41.8 萬0.5%+3,300新進歷史
CATCaterpillar IncStock2,100$40.3 萬0.5%−5,600−72.7%減碼歷史
HONHoneywell International IncCOM1,900$40.3 萬0.5%+1,900新進歷史
APHAmphenol CorpCL A5,200$38.1 萬0.5%+5,200新進歷史
MDBMongoDB, Inc.CL A800$37.7 萬0.5%+800新進歷史
DASHDoorDash, Inc.Stock1,800$37.1 萬0.5%+1,800新進歷史
PFEPfizer IncStock8,600$37.0 萬0.5%+1,200+16.2%加碼歷史
TRMBTrimble Inc.COM4,500$37.0 萬0.5%+4,500新進歷史
KLACKLA CorpCOM NEW1,100$36.8 萬0.4%+1,100新進歷史
MDTMedtronic plcStock2,900$36.4 萬0.4%+2,900新進歷史
GILDGilead Sciences, Inc.Stock5,200$36.3 萬0.4%+5,200新進歷史
ELEstee Lauder Companies IncCL A1,200$36.0 萬0.4%+1,200新進歷史
NIONIO Inc.ADR10,000$35.6 萬0.4%+10,000新進歷史
PAYXPaychex IncStock3,100$34.9 萬0.4%+3,100新進歷史
HOODRobinhood Markets, Inc.Stock8,200$34.5 萬0.4%+8,200新進歷史
CTASCintas CorpStock900$34.3 萬0.4%+900新進歷史
TMOThermo Fisher Scientific Inc.Stock600$34.3 萬0.4%+600新進歷史
FFord Motor CoStock24,100$34.1 萬0.4%+7,400+44.3%加碼歷史
DPZDominos Pizza IncCOM700$33.4 萬0.4%+700新進歷史
KMIKinder Morgan, Inc.Stock19,900$33.3 萬0.4%+19,900新進歷史
ETSYEtsy IncCOM1,600$33.3 萬0.4%+1,600新進歷史
AAAlcoa CorpStock6,766$33.1 萬0.4%−12,534−64.9%減碼歷史
EPAMEPAM Systems, Inc.COM567$32.3 萬0.4%+567新進歷史
FTVFortive CorpStock4,500$31.8 萬0.4%+4,500新進歷史
EQIXEquinix IncCOM400$31.6 萬0.4%+400新進歷史
TELTE Connectivity plcREG SHS2,300$31.6 萬0.4%+2,300新進歷史
BMYBristol Myers Squibb CoStock5,300$31.4 萬0.4%+5,300新進歷史
QSQuantumScape CorpCOM CL A12,800$31.4 萬0.4%+1,800+16.4%加碼歷史
TERTeradyne, IncStock2,700$29.5 萬0.4%+2,700新進歷史
PDDPDD Holdings Inc.SPONSORED ADS3,100$28.1 萬0.3%−10,400−77.0%減碼歷史

2021 年第 2 季之後清倉(93 檔)

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

Enlightenment Research, LLC 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
METAMeta Platforms, Inc.Stock14,700$511.1 萬6.5%歷史
NKENIKE, Inc.Stock14,000$216.3 萬2.8%歷史
PLUGPlug Power IncStock58,400$199.7 萬2.5%歷史
SESea LtdSPONSORD ADS6,700$184.0 萬2.3%歷史
UPSTUpstart Holdings, Inc.COM11,304$141.2 萬1.8%歷史
CRWDCrowdStrike Holdings, Inc.Stock5,201$130.7 萬1.7%歷史
VZVerizon Communications IncStock22,700$127.2 萬1.6%歷史
INTCIntel CorpStock19,645$110.3 萬1.4%歷史
SHOPShopify Inc.Stock750$109.6 萬1.4%歷史
UALUnited Airlines Holdings, Inc.COM20,300$106.1 萬1.3%歷史
DELLDell Technologies Inc.Stock10,400$103.7 萬1.3%歷史
CSXCSX CorpStock30,000$96.2 萬1.2%歷史
CICigna GroupStock3,900$92.5 萬1.2%歷史
PLDPrologis, Inc.REIT7,400$88.5 萬1.1%歷史
PMPhilip Morris International Inc.Stock8,500$84.2 萬1.1%歷史
RBLXRoblox CorpStock7,600$68.4 萬0.9%歷史
AMATApplied Materials IncStock4,802$68.4 萬0.9%歷史
SPGSimon Property Group Inc.REIT5,100$66.5 萬0.8%歷史
WMTWalmart Inc.Stock4,700$66.3 萬0.8%歷史
NEENextera Energy IncStock9,000$66.0 萬0.8%歷史
GOOGLAlphabet Inc.Stock254$62.0 萬0.8%歷史
SNAPSnap IncStock8,200$55.9 萬0.7%歷史
RHRHCOM820$55.7 萬0.7%歷史
ORealty Income CorpREIT8,100$54.1 萬0.7%歷史
JDJD.com, Inc.SPON ADS CL A6,700$53.5 萬0.7%歷史
MCDMcDonalds CorpStock2,300$53.1 萬0.7%歷史
CHWYChewy, Inc.CL A5,900$47.0 萬0.6%歷史
ATOSAtossa Therapeutics, Inc.COM73,100$46.2 萬0.6%歷史
WYNNWynn Resorts LtdCOM3,703$45.3 萬0.6%歷史
URIUnited Rentals, Inc.COM1,400$44.7 萬0.6%歷史
YUMYum Brands IncStock3,700$42.6 萬0.5%歷史
NSCNorfolk Southern CorpStock1,600$42.5 萬0.5%歷史
ABBVAbbVie Inc.Stock3,700$41.7 萬0.5%歷史
IBMInternational Business Machines CorpStock2,794$41.0 萬0.5%歷史
LUVSouthwest Airlines CoCOM7,700$40.9 萬0.5%歷史
COPConocoPhillipsStock6,501$39.6 萬0.5%歷史
GDGeneral Dynamics CorpStock2,100$39.5 萬0.5%歷史
KMXCarMax IncCOM3,019$39.0 萬0.5%歷史
ADMArcher-Daniels-Midland CoStock6,400$38.8 萬0.5%歷史
AONAon plcCL A1,600$38.2 萬0.5%歷史
ULTAUlta Beauty, Inc.Stock1,100$38.0 萬0.5%歷史
VALEVale S.A.SPONSORED ADS16,587$37.8 萬0.5%歷史
HOLXHologic IncCOM5,556$37.1 萬0.5%歷史
WFCWells Fargo & CompanyStock8,100$36.7 萬0.5%歷史
VMCVulcan Materials COCOM2,100$36.6 萬0.5%歷史
MCHPMicrochip Technology IncStock2,400$35.9 萬0.5%歷史
KRKroger CoStock9,300$35.6 萬0.5%歷史
MARMarriott International IncStock2,526$34.5 萬0.4%歷史
ASMLASML Holding NVADR500$34.5 萬0.4%歷史
ContextLogic Inc.21077C107COM CL A25,715$33.9 萬0.4%–
TGTTarget CorpStock1,400$33.8 萬0.4%歷史
MOAltria Group, Inc.Stock6,900$32.9 萬0.4%歷史
AIC3.ai, Inc.Stock5,200$32.5 萬0.4%歷史
VMRKVivmark ResidentialSH BEN INT4,200$32.3 萬0.4%歷史
ISRGIntuitive Surgical IncCOM NEW350$32.2 萬0.4%歷史
BBBY20230930-DK-Butterfly-1, Inc.COM9,600$32.0 萬0.4%歷史
SBUXStarbucks CorpStock2,801$31.3 萬0.4%歷史
BIIBBiogen Inc.COM900$31.2 萬0.4%歷史
ZBHZimmer Biomet Holdings, Inc.Stock1,900$30.6 萬0.4%歷史
BIDUBaidu, Inc.ADR1,500$30.6 萬0.4%歷史
CSGPCostar Group, Inc.COM3,700$30.6 萬0.4%歷史
TXG10x Genomics, Inc.CL A COM1,500$29.4 萬0.4%歷史
ITWIllinois Tool Works IncStock1,300$29.1 萬0.4%歷史
PPGPPG Industries IncStock1,700$28.9 萬0.4%歷史
HLTHilton Worldwide Holdings Inc.COM2,395$28.9 萬0.4%歷史
AVYAvery Dennison CorpCOM1,300$27.3 萬0.3%歷史
SHWSherwin Williams CoCOM1,000$27.2 萬0.3%歷史
ALLYAlly Financial Inc.Stock5,250$26.2 萬0.3%歷史
CLFCleveland-Cliffs Inc.COM12,100$26.1 萬0.3%歷史
PXDPioneer Natural Resources CoCOM1,600$26.0 萬0.3%歷史
BGBunge Global SACOM3,300$25.8 萬0.3%歷史
XOMExxonMobil Holdings CorpCOM3,900$24.6 萬0.3%歷史
ALGNAlign Technology IncCOM400$24.4 萬0.3%歷史
DHRDanaher CorpStock900$24.2 萬0.3%歷史
MARAMARA Holdings, Inc.COM7,617$23.9 萬0.3%歷史
GENGen Digital Inc.Stock8,500$23.1 萬0.3%歷史
TAPMolson Coors Beverage CoCL B4,300$23.1 萬0.3%歷史
MMacy's, Inc.COM12,100$22.9 萬0.3%歷史
TTWOTake Two Interactive Software IncCOM1,200$21.2 萬0.3%歷史
ENTGEntegris IncCOM1,700$20.9 萬0.3%歷史
AVBAvalonbay Communities IncCOM1,000$20.9 萬0.3%歷史
AYIAcuity Inc. (DE)Stock1,100$20.6 萬0.3%歷史
TEAMAtlassian CorpCL A800$20.5 萬0.3%歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR15,200$18.6 萬0.2%歷史
ZNGAZynga IncCL A13,100$13.9 萬0.2%歷史
CLNEClean Energy Fuels Corp.COM12,500$12.7 萬0.2%歷史
UWMCUWM Holdings CorpCOM CL A15,000$12.7 萬0.2%歷史
OCGNOcugen, Inc.COM14,900$12.0 萬0.2%歷史
HLHecla Mining CoCOM14,400$10.7 萬0.1%歷史
BBDBank BradescoSP ADR PFD NEW19,200$9.80 萬0.1%歷史
GEVOGevo, Inc.COM PAR10,000$7.30 萬0.1%歷史
Yamana Gold Inc98462Y100COM11,400$4.80 萬0.1%–
IDEXIdeanomics, Inc.COM11,500$3.30 萬<0.1%歷史