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Enlightenment Research, LLC

SEC CIK
0001676924
最新申報
2023/1/24

2021 年第 4 季持倉

持倉截至 2021/12/31,2022/2/14 申報。只含多頭部位,變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
121
較 2021 年第 3 季 −8
總值
$7,035 萬
較 2021 年第 3 季 −$1,158 萬 (−14.1%)
申報日
2022/2/14
SEC
Enlightenment Research, LLC 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MSFTMicrosoft CorpStock13,200$443.9 萬6.3%+13,200新進歷史
COSTCostco Wholesale CorpStock5,000$283.9 萬4.0%+2,900+138.1%加碼歷史
TSLATesla, Inc.Stock2,550$269.5 萬3.8%+1,600+168.4%加碼歷史
MUMicron Technology IncStock24,058$224.1 萬3.2%+24,058新進歷史
NFLXNetflix IncStock3,600$216.9 萬3.1%−300−7.7%減碼歷史
ORCLOracle CorpStock20,700$180.5 萬2.6%+18,000+666.7%加碼歷史
BABAAlibaba Group Holding LtdADR14,262$169.4 萬2.4%+14,262新進歷史
VZVerizon Communications IncStock32,200$167.3 萬2.4%+32,200新進歷史
SHOPShopify Inc.Stock1,100$151.5 萬2.2%+1,100新進歷史
NIONIO Inc.ADR46,800$148.3 萬2.1%+36,800+368.0%加碼歷史
CCitigroup IncStock23,089$139.4 萬2.0%+3,591+18.4%加碼歷史
NKENIKE, Inc.Stock8,200$136.7 萬1.9%+8,200新進歷史
CERNCERNER CorpCOM14,300$132.8 萬1.9%+14,300新進歷史
XOMExxonMobil Holdings CorpCOM19,200$117.5 萬1.7%+19,200新進歷史
BXBlackstone Inc.COM7,700$99.6 萬1.4%−900−10.5%減碼歷史
AMDAdvanced Micro Devices IncStock6,900$99.3 萬1.4%+6,900新進歷史
BKNGBooking Holdings Inc.Stock400$96.0 萬1.4%−250−38.5%減碼歷史
TMUST-Mobile US, Inc.Stock8,200$95.1 萬1.4%+8,200新進歷史
BIDUBaidu, Inc.ADR5,900$87.8 萬1.2%+5,900新進歷史
INTCIntel CorpStock16,900$87.0 萬1.2%+16,900新進歷史
DEDeere & CoStock2,500$85.7 萬1.2%+2,500新進歷史
NVAXNovavax IncCOM NEW5,700$81.5 萬1.2%+5,700新進歷史
MCDMcDonalds CorpStock2,900$77.7 萬1.1%+2,900新進歷史
LOWLowes Companies IncStock3,000$77.5 萬1.1%+3,000新進歷史
BBWIBath & Body Works, Inc.COM39,500$75.1 萬1.1%+30,400+334.1%加碼歷史
AVGOBroadcom Inc.Stock1,100$73.2 萬1.0%+1,100新進歷史
SCHWSchwab Charles CorpStock8,600$72.3 萬1.0%+1,900+28.4%加碼歷史
LULUlululemon athletica inc.Stock1,800$70.5 萬1.0%+400+28.6%加碼歷史
TXNTexas Instruments IncStock3,600$67.8 萬1.0%−1,309−26.7%減碼歷史
QCOMQualcomm IncStock3,700$67.7 萬1.0%−900−19.6%減碼歷史
HUBSHubSpot IncCOM1,000$65.9 萬0.9%+1,000新進歷史
SESea LtdSPONSORD ADS2,900$64.9 萬0.9%+2,900新進歷史
LCIDLucid Group, Inc.COM17,029$64.8 萬0.9%−15,571−47.8%減碼歷史
MRKMerck & Co., Inc.Stock8,300$63.6 萬0.9%+8,300新進歷史
JDJD.com, Inc.SPON ADS CL A8,700$61.0 萬0.9%+8,700新進歷史
GILDGilead Sciences, Inc.Stock8,000$58.1 萬0.8%+2,800+53.8%加碼歷史
CONECyrusOne Holdco LLCCOM6,400$57.4 萬0.8%+6,400新進歷史
GEGeneral Electric CoStock5,700$53.8 萬0.8%+5,700新進歷史
DXCMDexcom IncCOM1,000$53.7 萬0.8%+1,000新進歷史
AMGNAmgen IncStock2,200$49.5 萬0.7%+2,200新進歷史
UBERUber Technologies, IncStock11,600$48.6 萬0.7%+11,600新進歷史
SPGIS&P Global Inc.Stock1,000$47.2 萬0.7%+1,000新進歷史
NTESNetEase, Inc.SPONSORED ADS4,600$46.8 萬0.7%+4,600新進歷史
BNYBank of New York Mellon CorpStock10,400$46.3 萬0.7%+10,400新進歷史
AALAmerican Airlines Group Inc.Stock25,710$46.2 萬0.7%+25,710新進歷史
TEAMAtlassian CorpCL A1,200$45.8 萬0.7%+1,200新進歷史
DVNDevon Energy CorpStock10,000$44.1 萬0.6%+10,000新進歷史
KOCoca Cola CoStock7,178$42.5 萬0.6%+7,178新進歷史
CCLCarnival Corp Ltd.UNIT 99/99/999920,600$41.4 萬0.6%+20,600新進歷史
TAT&T Inc.Stock16,800$41.3 萬0.6%−3,600−17.6%減碼歷史
CPCanadian Pacific Kansas City LtdCOM5,700$41.0 萬0.6%+5,700新進歷史
MSMorgan StanleyStock3,911$38.4 萬0.5%−17,857−82.0%減碼歷史
CNCCentene CorpStock4,574$37.7 萬0.5%+4,574新進歷史
ACNAccenture plcStock900$37.3 萬0.5%−5,400−85.7%減碼歷史
PAYXPaychex IncStock2,696$36.8 萬0.5%−404−13.0%減碼歷史
TWTRTwitter, Inc.COM8,394$36.3 萬0.5%−1,306−13.5%減碼歷史
BDXBecton Dickinson & CoStock5,100$35.6 萬0.5%+3,000+142.9%加碼歷史
CTASCintas CorpStock800$35.5 萬0.5%−100−11.1%減碼歷史
BILIBilibili Inc.SPONS ADS REP Z1,400$35.2 萬0.5%+1,400新進歷史
PHParker-Hannifin CorpStock1,100$35.0 萬0.5%+1,100新進歷史
PDDPDD Holdings Inc.SPONSORED ADS5,984$34.9 萬0.5%+2,884+93.0%加碼歷史
VMWVmware LLCCL A COM3,000$34.8 萬0.5%+3,000新進歷史
MCHPMicrochip Technology IncStock3,973$34.6 萬0.5%+3,973新進歷史
DHRDanaher CorpStock1,000$32.9 萬0.5%+1,000新進歷史
APAAPA CorpStock12,200$32.8 萬0.5%+12,200新進歷史
INTUIntuit Inc.Stock500$32.2 萬0.5%+500新進歷史
SOFISoFi Technologies, Inc.Stock20,300$32.1 萬0.5%+10,300+103.0%加碼歷史
ROKURoku, IncCOM CL A1,400$31.9 萬0.5%+1,400新進歷史
APOApollo Global Management, Inc.COM CL A4,400$31.9 萬0.5%+4,400新進歷史
GNRCGenerac Holdings Inc.Stock900$31.7 萬0.5%+900新進歷史
EAElectronic Arts Inc.COM2,400$31.7 萬0.5%+2,400新進歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS15,300$31.7 萬0.5%+15,300新進歷史
BLKBlackRock, Inc.COM346$31.7 萬0.5%+346新進歷史
BACBank of America CorpStock1,200$30.9 萬0.4%−4,800−80.0%減碼歷史
CMICummins IncStock1,400$30.5 萬0.4%+1,400新進歷史
ODFLOld Dominion Freight Line, Inc.COM800$28.7 萬0.4%−100−11.1%減碼歷史
AAAlcoa CorpStock4,800$28.6 萬0.4%−1,966−29.1%減碼歷史
DELLDell Technologies Inc.Stock5,000$28.1 萬0.4%+5,000新進歷史
Barrick Gold Corp067901108COM4,800$27.9 萬0.4%+4,800新進–
FFord Motor CoStock13,400$27.8 萬0.4%−10,700−44.4%減碼歷史
BNTXBioNTech SESPONSORED ADS5,900$27.4 萬0.4%+2,700+84.4%加碼歷史
MCOMoodys CorpStock700$27.3 萬0.4%+700新進歷史
AONAon plcCL A900$27.1 萬0.4%+900新進歷史
SYFSynchrony FinancialCOM5,800$26.9 萬0.4%+5,800新進歷史
RIOTRiot Platforms, Inc.COM12,000$26.8 萬0.4%+12,000新進歷史
URIUnited Rentals, Inc.COM800$26.6 萬0.4%+800新進歷史
CDNSCadence Design Systems IncStock1,400$26.1 萬0.4%+1,400新進歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR23,700$26.0 萬0.4%+23,700新進歷史
EOGEOG Resources IncStock2,900$25.8 萬0.4%+2,900新進歷史
CRMSalesforce, Inc.Stock1,000$25.4 萬0.4%−5,200−83.9%減碼歷史
NBISNebius Group N.V.Stock4,200$25.4 萬0.4%+4,200新進歷史
ADPAutomatic Data Processing IncStock1,000$24.7 萬0.4%+1,000新進歷史
XYLXylem Inc.COM2,000$24.0 萬0.3%+2,000新進歷史
DASHDoorDash, Inc.Stock1,600$23.8 萬0.3%−200−11.1%減碼歷史
BURLBurlington Stores, Inc.COM800$23.3 萬0.3%+800新進歷史
PGProcter & Gamble CoStock1,400$22.9 萬0.3%−2,211−61.2%減碼歷史
FISFidelity National Information Services, Inc.Stock2,100$22.9 萬0.3%+2,100新進歷史
ETNEaton Corp plcStock1,300$22.5 萬0.3%−3,500−72.9%減碼歷史
NEENextera Energy IncStock2,400$22.4 萬0.3%+2,400新進歷史
AXPAmerican Express CoStock1,368$22.4 萬0.3%−4,032−74.7%減碼歷史

2021 年第 3 季之後清倉(89 檔)

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

Enlightenment Research, LLC 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
PLTRPalantir Technologies Inc.Stock107,014$257.3 萬3.1%歷史
XYZBlock, Inc.CL A8,000$191.9 萬2.3%歷史
ADBEAdobe Inc.Stock2,694$155.1 萬1.9%歷史
GSGoldman Sachs Group IncStock4,079$154.2 萬1.9%歷史
NVDANVIDIA CorpStock7,400$153.3 萬1.9%歷史
CSCOCisco Systems, Inc.Stock27,500$149.7 萬1.8%歷史
UNPUnion Pacific CorpStock7,595$148.9 萬1.8%歷史
MRNAModerna, Inc.Stock3,795$146.1 萬1.8%歷史
ADIAnalog Devices IncStock7,900$132.3 萬1.6%歷史
UNHUnitedHealth Group IncStock3,200$125.0 萬1.5%歷史
HCAHCA Healthcare, Inc.COM4,905$119.1 萬1.5%歷史
FISVFiserv IncStock10,400$112.8 萬1.4%歷史
VVisa Inc.Stock4,606$102.6 萬1.3%歷史
CROXCrocs, Inc.COM7,100$101.9 萬1.2%歷史
FCXFreeport-McMoran IncStock30,200$98.2 萬1.2%歷史
LINLinde PLCSHS3,100$90.9 萬1.1%歷史
WDAYWorkday, Inc.CL A3,600$90.0 萬1.1%歷史
COFCapital One Financial CorpStock5,300$85.8 萬1.0%歷史
DKSDick's Sporting Goods, Inc.Stock7,165$85.8 萬1.0%歷史
SNOWSnowflake Inc.Stock2,700$81.7 萬1.0%歷史
DISWalt Disney CoStock4,800$81.2 萬1.0%歷史
LENLennar CorpCL A8,450$79.2 萬1.0%歷史
COINCoinbase Global, Inc.COM CL A3,194$72.7 萬0.9%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,500$72.6 萬0.9%歷史
BABoeing CoStock3,200$70.4 萬0.9%歷史
ABTAbbott LaboratoriesStock5,800$68.5 萬0.8%歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,100$66.6 萬0.8%歷史
AMTAmerican Tower CorpREIT2,500$66.4 萬0.8%歷史
JCIJohnson Controls International plcStock9,400$64.0 萬0.8%歷史
TJXTJX Companies IncStock9,500$62.7 萬0.8%歷史
LSPDLightspeed Commerce Inc.SUB VTG SHS6,200$59.8 萬0.7%歷史
DRIDarden Restaurants IncCOM3,900$59.1 萬0.7%歷史
TTTrane Technologies plcSHS3,400$58.7 萬0.7%歷史
BBYBest Buy Co IncStock5,500$58.1 萬0.7%歷史
SPCEVirgin Galactic Holdings, IncCOM22,000$55.7 萬0.7%歷史
CCICrown Castle Inc.REIT3,200$55.5 萬0.7%歷史
CMGChipotle Mexican Grill IncCOM300$54.5 萬0.7%歷史
AIGAmerican International Group, Inc.Stock9,500$52.1 萬0.6%歷史
PTONPeloton Interactive, Inc.CL A COM5,500$47.9 萬0.6%歷史
BRK.BBerkshire Hathaway IncStock1,739$47.5 萬0.6%歷史
DFSDiscover Financial ServicesCOM3,800$46.7 萬0.6%歷史
DOWDow Inc.Stock8,000$46.0 萬0.6%歷史
DKNGDraftKings Inc.COM CL A9,300$44.8 萬0.5%歷史
WWayfair Inc.CL A1,701$43.5 萬0.5%歷史
DHIHorton D R IncCOM5,000$42.0 萬0.5%歷史
CARRCarrier Global CorpStock8,100$41.9 萬0.5%歷史
TDOCTeladoc Health, Inc.COM3,300$41.8 萬0.5%歷史
CATCaterpillar IncStock2,100$40.3 萬0.5%歷史
HONHoneywell International IncCOM1,900$40.3 萬0.5%歷史
APHAmphenol CorpCL A5,200$38.1 萬0.5%歷史
MDBMongoDB, Inc.CL A800$37.7 萬0.5%歷史
PFEPfizer IncStock8,600$37.0 萬0.5%歷史
TRMBTrimble Inc.COM4,500$37.0 萬0.5%歷史
MDTMedtronic plcStock2,900$36.4 萬0.4%歷史
ELEstee Lauder Companies IncCL A1,200$36.0 萬0.4%歷史
HOODRobinhood Markets, Inc.Stock8,200$34.5 萬0.4%歷史
TMOThermo Fisher Scientific Inc.Stock600$34.3 萬0.4%歷史
DPZDominos Pizza IncCOM700$33.4 萬0.4%歷史
KMIKinder Morgan, Inc.Stock19,900$33.3 萬0.4%歷史
ETSYEtsy IncCOM1,600$33.3 萬0.4%歷史
EPAMEPAM Systems, Inc.COM567$32.3 萬0.4%歷史
FTVFortive CorpStock4,500$31.8 萬0.4%歷史
EQIXEquinix IncCOM400$31.6 萬0.4%歷史
TELTE Connectivity plcREG SHS2,300$31.6 萬0.4%歷史
BMYBristol Myers Squibb CoStock5,300$31.4 萬0.4%歷史
QSQuantumScape CorpCOM CL A12,800$31.4 萬0.4%歷史
TERTeradyne, IncStock2,700$29.5 萬0.4%歷史
MDLZMondelez International, Inc.Stock4,600$26.8 萬0.3%歷史
GLWCorning IncCOM7,100$25.9 萬0.3%歷史
UPSUnited Parcel Service IncStock1,400$25.5 萬0.3%歷史
UUnity Software Inc.COM2,000$25.3 萬0.3%歷史
ILMNIllumina, Inc.COM600$24.3 萬0.3%歷史
BILLBILL Holdings, Inc.Stock900$24.0 萬0.3%歷史
YETIYETI Holdings, Inc.COM2,700$23.1 萬0.3%歷史
STTState Street CorpCOM2,700$22.9 萬0.3%歷史
SONOSonos IncCOM7,000$22.7 萬0.3%歷史
JNJJohnson & JohnsonStock1,400$22.6 萬0.3%歷史
WBAWalgreens Boots Alliance, Inc.COM4,800$22.6 萬0.3%歷史
EDITEditas Medicine, Inc.COM5,200$21.4 萬0.3%歷史
MROMarathon Oil CorpCOM15,500$21.2 萬0.3%歷史
ECLEcolab Inc.Stock1,000$20.9 萬0.3%歷史
DOCUDocuSign, Inc.Stock800$20.6 萬0.3%歷史
PPLPPL CorpCOM7,400$20.6 萬0.3%歷史
TPRTapestry, Inc.COM5,500$20.4 萬0.2%歷史
FUTUFutu Holdings LtdSPON ADS CL A2,200$20.0 萬0.2%歷史
NOKNokia CorpSPONSORED ADR36,500$19.9 萬0.2%歷史
BBBLACKBERRY LtdCOM19,600$19.1 萬0.2%歷史
BTBTBit Digital, IncSHS17,900$12.9 萬0.2%歷史
FCELFuelcell Energy IncCOM13,400$9.00 萬0.1%歷史