Enlightenment Research, LLC
- SEC CIK
- 0001676924
- 最新申報
- 2023/1/24
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/13 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 132
- 較 2021 年第 4 季 +11
- 總值
- $7,519 萬
- 較 2021 年第 4 季 +$484.2 萬 (+6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 44,400 | $485.5 萬 | 6.5% | +37,500+543.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 38,605 | $325.5 萬 | 4.3% | +30,005+348.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,700 | $291.0 萬 | 3.9% | +150+5.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 850 | $236.4 萬 | 3.1% | +850 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 15,189 | $208.3 萬 | 2.8% | +15,189 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 32,346 | $183.5 萬 | 2.4% | +25,146+349.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 32,300 | $156.5 萬 | 2.1% | +32,300 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 11,400 | $153.4 萬 | 2.0% | +3,200+39.0% | 加碼 | 歷史 |
| MARAMARA Holdings, Inc. | COM | 50,200 | $140.3 萬 | 1.9% | +50,200 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 24,700 | $140.0 萬 | 1.9% | +24,700 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,400 | $128.4 萬 | 1.7% | +7,000+500.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,100 | $126.2 萬 | 1.7% | +12,100 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,700 | $123.6 萬 | 1.6% | +6,700 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 12,100 | $119.9 萬 | 1.6% | +12,100 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 12,705 | $111.0 萬 | 1.5% | +8,794+224.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,007 | $109.2 萬 | 1.5% | +6,707+515.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 17,597 | $109.1 萬 | 1.5% | +10,419+145.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,109 | $106.7 萬 | 1.4% | +6,109 | 新進 | 歷史 |
| UBERUber Technologies, Inc | Stock | 27,500 | $98.1 萬 | 1.3% | +15,900+137.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,105 | $87.1 萬 | 1.2% | +4,105 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 7,635 | $83.1 萬 | 1.1% | −6,627−46.5% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 3,327 | $79.1 萬 | 1.1% | +3,327 | 新進 | 歷史 |
| Barrick Gold Corp067901108 | COM | 32,200 | $79.0 萬 | 1.1% | +27,400+570.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 4,450 | $78.9 萬 | 1.0% | +4,450 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,850 | $77.8 萬 | 1.0% | +850+28.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,800 | $67.4 萬 | 0.9% | −1,800−50.0% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 11,400 | $67.4 萬 | 0.9% | +1,400+14.0% | 加碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 16,300 | $65.4 萬 | 0.9% | +10,316+172.4% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 12,800 | $63.5 萬 | 0.8% | +2,400+23.1% | 加碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 12,431 | $62.5 萬 | 0.8% | +12,431 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,600 | $61.7 萬 | 0.8% | +11,600 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 1,400 | $60.9 萬 | 0.8% | +1,400 | 新進 | 歷史 |
| BPBP PLC | ADR | 20,400 | $60.0 萬 | 0.8% | +20,400 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,200 | $60.0 萬 | 0.8% | +2,200 | 新進 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,900 | $57.4 萬 | 0.8% | +4,900 | 新進 | 歷史 |
| SHELShell plc | ADR | 10,200 | $56.0 萬 | 0.7% | +10,200 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,700 | $54.6 萬 | 0.7% | +8,700 | 新進 | 歷史 |
| XYZBlock, Inc. | CL A | 4,000 | $54.2 萬 | 0.7% | +4,000 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 12,900 | $53.2 萬 | 0.7% | +11,700+975.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,700 | $52.5 萬 | 0.7% | +2,700 | 新進 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,200 | $52.3 萬 | 0.7% | +1,200 | 新進 | 歷史 |
| DGDollar General Corp | COM | 2,300 | $51.2 萬 | 0.7% | +2,300 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,400 | $50.3 萬 | 0.7% | +2,400 | 新進 | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 86,700 | $49.5 萬 | 0.7% | +86,700 | 新進 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 10,200 | $48.8 萬 | 0.6% | −29,300−74.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 9,700 | $48.1 萬 | 0.6% | −7,200−42.6% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,000 | $48.1 萬 | 0.6% | +500+100.0% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 13,100 | $47.7 萬 | 0.6% | +13,100 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 2,184 | $46.7 萬 | 0.6% | +2,184 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,879 | $46.7 萬 | 0.6% | +2,879 | 新進 | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 12,100 | $45.4 萬 | 0.6% | +12,100 | 新進 | 歷史 |
| ARAntero Resources Corp | COM | 14,400 | $44.0 萬 | 0.6% | +14,400 | 新進 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 800 | $43.6 萬 | 0.6% | +800 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,000 | $42.9 萬 | 0.6% | +2,000 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,100 | $40.2 萬 | 0.5% | −700−38.9% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 4,800 | $39.0 萬 | 0.5% | +4,800 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 5,200 | $38.7 萬 | 0.5% | +5,200 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,900 | $38.2 萬 | 0.5% | +2,900 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 3,200 | $37.9 萬 | 0.5% | +3,200 | 新進 | 歷史 |
| TPRTapestry, Inc. | COM | 10,101 | $37.5 萬 | 0.5% | +10,101 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,300 | $36.9 萬 | 0.5% | +200+18.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,200 | $36.8 萬 | 0.5% | +2,200 | 新進 | 歷史 |
| TECKTeck Resources Ltd | CL B | 9,000 | $36.4 萬 | 0.5% | +9,000 | 新進 | 歷史 |
| CCJCameco Corp | Stock | 12,400 | $36.1 萬 | 0.5% | +12,400 | 新進 | 歷史 |
| ZNGAZynga Inc | CL A | 37,400 | $34.6 萬 | 0.5% | +23,700+173.0% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,600 | $34.3 萬 | 0.5% | +1,600 | 新進 | 歷史 |
| BAXBaxter International Inc | Stock | 4,392 | $34.1 萬 | 0.5% | +4,392 | 新進 | 歷史 |
| RRCRange Resources Corp | COM | 11,200 | $34.0 萬 | 0.5% | +11,200 | 新進 | 歷史 |
| ASOAcademy Sports & Outdoors, Inc. | COM | 8,600 | $33.9 萬 | 0.5% | +8,600 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 500 | $33.4 萬 | 0.4% | +500 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,500 | $33.1 萬 | 0.4% | −25,700−79.8% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 800 | $32.9 萬 | 0.4% | +800 | 新進 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 21,900 | $32.4 萬 | 0.4% | −1,800−7.6% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,700 | $32.3 萬 | 0.4% | +1,700 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,600 | $32.0 萬 | 0.4% | +2,600 | 新進 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 15,900 | $31.8 萬 | 0.4% | +15,900 | 新進 | 歷史 |
| MMM3M Co | Stock | 2,099 | $31.2 萬 | 0.4% | +899+74.9% | 加碼 | 歷史 |
| KRKroger Co | Stock | 5,400 | $31.0 萬 | 0.4% | +5,400 | 新進 | 歷史 |
| BBYBest Buy Co Inc | Stock | 3,400 | $30.9 萬 | 0.4% | +3,400 | 新進 | 歷史 |
| HALHalliburton Co | Stock | 8,101 | $30.7 萬 | 0.4% | +8,101 | 新進 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,600 | $30.5 萬 | 0.4% | +4,600 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 2,400 | $30.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,600 | $30.1 萬 | 0.4% | +1,410+118.5% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,200 | $30.0 萬 | 0.4% | +1,200 | 新進 | 歷史 |
| KMXCarMax Inc | COM | 3,100 | $29.9 萬 | 0.4% | +3,100 | 新進 | 歷史 |
| MGMMGM Resorts International | Stock | 6,900 | $28.9 萬 | 0.4% | +6,900 | 新進 | 歷史 |
| TDToronto Dominion Bank | Stock | 3,600 | $28.6 萬 | 0.4% | +3,600 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 3,103 | $28.1 萬 | 0.4% | +3,103 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 2,200 | $27.9 萬 | 0.4% | −5,500−71.4% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,100 | $27.5 萬 | 0.4% | +1,100 | 新進 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 10,100 | $27.2 萬 | 0.4% | +10,100 | 新進 | 歷史 |
| BHPBHP Group Ltd | ADR | 3,500 | $27.0 萬 | 0.4% | +3,500 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 14,300 | $27.0 萬 | 0.4% | +14,300 | 新進 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 900 | $26.9 萬 | 0.4% | +100+12.5% | 加碼 | 歷史 |
| BIDUBaidu, Inc. | ADR | 2,000 | $26.5 萬 | 0.4% | −3,900−66.1% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 5,700 | $26.1 萬 | 0.3% | +5,700 | 新進 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 3,800 | $24.9 萬 | 0.3% | +3,800 | 新進 | 歷史 |
| OVVOvintiv Inc. | COM | 4,600 | $24.9 萬 | 0.3% | +4,600 | 新進 | 歷史 |
| GLWCorning Inc | COM | 6,600 | $24.4 萬 | 0.3% | +6,600 | 新進 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 5,600 | $24.4 萬 | 0.3% | +5,600 | 新進 | 歷史 |
2021 年第 4 季之後清倉（83 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 13,200 | $443.9 萬 | 6.3% | 歷史 |
| MUMicron Technology Inc | Stock | 24,058 | $224.1 萬 | 3.2% | 歷史 |
| ORCLOracle Corp | Stock | 20,700 | $180.5 萬 | 2.6% | 歷史 |
| SHOPShopify Inc. | Stock | 1,100 | $151.5 萬 | 2.2% | 歷史 |
| NIONIO Inc. | ADR | 46,800 | $148.3 萬 | 2.1% | 歷史 |
| CCitigroup Inc | Stock | 23,089 | $139.4 萬 | 2.0% | 歷史 |
| CERNCERNER Corp | COM | 14,300 | $132.8 萬 | 1.9% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,200 | $117.5 萬 | 1.7% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 400 | $96.0 萬 | 1.4% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,200 | $95.1 萬 | 1.4% | 歷史 |
| DEDeere & Co | Stock | 2,500 | $85.7 萬 | 1.2% | 歷史 |
| NVAXNovavax Inc | COM NEW | 5,700 | $81.5 萬 | 1.2% | 歷史 |
| MCDMcDonalds Corp | Stock | 2,900 | $77.7 萬 | 1.1% | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,100 | $73.2 萬 | 1.0% | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,600 | $67.8 萬 | 1.0% | 歷史 |
| QCOMQualcomm Inc | Stock | 3,700 | $67.7 萬 | 1.0% | 歷史 |
| HUBSHubSpot Inc | COM | 1,000 | $65.9 萬 | 0.9% | 歷史 |
| SESea Ltd | SPONSORD ADS | 2,900 | $64.9 萬 | 0.9% | 歷史 |
| LCIDLucid Group, Inc. | COM | 17,029 | $64.8 萬 | 0.9% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,300 | $63.6 萬 | 0.9% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 8,700 | $61.0 萬 | 0.9% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 8,000 | $58.1 萬 | 0.8% | 歷史 |
| CONECyrusOne Holdco LLC | COM | 6,400 | $57.4 萬 | 0.8% | 歷史 |
| GEGeneral Electric Co | Stock | 5,700 | $53.8 萬 | 0.8% | 歷史 |
| DXCMDexcom Inc | COM | 1,000 | $53.7 萬 | 0.8% | 歷史 |
| AMGNAmgen Inc | Stock | 2,200 | $49.5 萬 | 0.7% | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,000 | $47.2 萬 | 0.7% | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 4,600 | $46.8 萬 | 0.7% | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 25,710 | $46.2 萬 | 0.7% | 歷史 |
| TEAMAtlassian Corp | CL A | 1,200 | $45.8 萬 | 0.7% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 20,600 | $41.4 萬 | 0.6% | 歷史 |
| TAT&T Inc. | Stock | 16,800 | $41.3 萬 | 0.6% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 5,700 | $41.0 萬 | 0.6% | 歷史 |
| CNCCentene Corp | Stock | 4,574 | $37.7 萬 | 0.5% | 歷史 |
| ACNAccenture plc | Stock | 900 | $37.3 萬 | 0.5% | 歷史 |
| PAYXPaychex Inc | Stock | 2,696 | $36.8 萬 | 0.5% | 歷史 |
| TWTRTwitter, Inc. | COM | 8,394 | $36.3 萬 | 0.5% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,100 | $35.6 萬 | 0.5% | 歷史 |
| CTASCintas Corp | Stock | 800 | $35.5 萬 | 0.5% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,973 | $34.6 萬 | 0.5% | 歷史 |
| DHRDanaher Corp | Stock | 1,000 | $32.9 萬 | 0.5% | 歷史 |
| APAAPA Corp | Stock | 12,200 | $32.8 萬 | 0.5% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 20,300 | $32.1 萬 | 0.5% | 歷史 |
| ROKURoku, Inc | COM CL A | 1,400 | $31.9 萬 | 0.5% | 歷史 |
| APOApollo Global Management, Inc. | COM CL A | 4,400 | $31.9 萬 | 0.5% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 900 | $31.7 萬 | 0.5% | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 15,300 | $31.7 萬 | 0.5% | 歷史 |
| BLKBlackRock, Inc. | COM | 346 | $31.7 萬 | 0.5% | 歷史 |
| CMICummins Inc | Stock | 1,400 | $30.5 萬 | 0.4% | 歷史 |
| DELLDell Technologies Inc. | Stock | 5,000 | $28.1 萬 | 0.4% | 歷史 |
| FFord Motor Co | Stock | 13,400 | $27.8 萬 | 0.4% | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 5,900 | $27.4 萬 | 0.4% | 歷史 |
| MCOMoodys Corp | Stock | 700 | $27.3 萬 | 0.4% | 歷史 |
| AONAon plc | CL A | 900 | $27.1 萬 | 0.4% | 歷史 |
| SYFSynchrony Financial | COM | 5,800 | $26.9 萬 | 0.4% | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 12,000 | $26.8 萬 | 0.4% | 歷史 |
| URIUnited Rentals, Inc. | COM | 800 | $26.6 萬 | 0.4% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,400 | $26.1 萬 | 0.4% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,000 | $25.4 萬 | 0.4% | 歷史 |
| NBISNebius Group N.V. | Stock | 4,200 | $25.4 萬 | 0.4% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,000 | $24.7 萬 | 0.4% | 歷史 |
| XYLXylem Inc. | COM | 2,000 | $24.0 萬 | 0.3% | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,600 | $23.8 萬 | 0.3% | 歷史 |
| BURLBurlington Stores, Inc. | COM | 800 | $23.3 萬 | 0.3% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,100 | $22.9 萬 | 0.3% | 歷史 |
| ETNEaton Corp plc | Stock | 1,300 | $22.5 萬 | 0.3% | 歷史 |
| NEENextera Energy Inc | Stock | 2,400 | $22.4 萬 | 0.3% | 歷史 |
| AXPAmerican Express Co | Stock | 1,368 | $22.4 萬 | 0.3% | 歷史 |
| LLYEli Lilly & Co | Stock | 800 | $22.1 萬 | 0.3% | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,100 | $21.6 萬 | 0.3% | 歷史 |
| KHCKraft Heinz Co | Stock | 6,000 | $21.5 萬 | 0.3% | 歷史 |
| KLACKLA Corp | COM NEW | 500 | $21.5 萬 | 0.3% | 歷史 |
| RHRH | COM | 400 | $21.4 萬 | 0.3% | 歷史 |
| VOYAVoya Financial, Inc. | COM | 3,200 | $21.2 萬 | 0.3% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 1,500 | $21.1 萬 | 0.3% | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 1,010 | $20.9 萬 | 0.3% | – |
| RMDResmed Inc | COM | 800 | $20.8 萬 | 0.3% | 歷史 |
| NVSNovartis AG | ADR | 2,300 | $20.1 萬 | 0.3% | 歷史 |
| SGENSeagen Inc. | COM | 1,300 | $20.1 萬 | 0.3% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 31,500 | $20.0 萬 | 0.3% | 歷史 |
| PCGPG&E Corp | Stock | 16,000 | $19.4 萬 | 0.3% | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 13,700 | $11.4 萬 | 0.2% | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 23,900 | $6.60 萬 | 0.1% | 歷史 |