Enlightenment Research, LLC
- SEC CIK
- 0001676924
- 最新申報
- 2023/1/24
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/15 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 91
- 較 2022 年第 2 季 −3
- 總值
- $4,517 萬
- 較 2022 年第 2 季 −$139.8 萬 (−3.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 13,900 | $323.7 萬 | 7.2% | +13,900 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 18,100 | $204.5 萬 | 4.5% | +18,100 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 17,900 | $168.9 萬 | 3.7% | +13,100+272.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 33,200 | $166.3 萬 | 3.7% | +33,200 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 4,900 | $115.4 萬 | 2.6% | +4,900 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 24,200 | $105.9 萬 | 2.3% | +24,200 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,759 | $98.0 萬 | 2.2% | +7,759 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 22,098 | $92.1 萬 | 2.0% | +12,499+130.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 22,697 | $86.2 萬 | 1.9% | +22,697 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,804 | $84.7 萬 | 1.9% | +3,804+76.1% | 加碼依 20 比 1 拆股換算 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 9,603 | $82.7 萬 | 1.8% | +9,603 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 15,000 | $82.2 萬 | 1.8% | +15,000 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 12,700 | $78.6 萬 | 1.7% | +12,700 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,200 | $78.4 萬 | 1.7% | +8,200 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,800 | $75.8 萬 | 1.7% | +8,800 | 新進 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 2,400 | $72.8 萬 | 1.6% | +2,400 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 8,300 | $71.8 萬 | 1.6% | +8,300 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 11,600 | $70.8 萬 | 1.6% | +3,100+36.5% | 加碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 11,200 | $70.1 萬 | 1.6% | +11,200 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 8,500 | $68.0 萬 | 1.5% | +8,500 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,900 | $60.2 萬 | 1.3% | −6,699−49.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,200 | $57.0 萬 | 1.3% | −4,140−49.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,200 | $56.5 萬 | 1.3% | +7,200 | 新進 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 10,900 | $54.8 萬 | 1.2% | +10,900 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 18,500 | $54.3 萬 | 1.2% | +18,500 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,400 | $53.9 萬 | 1.2% | +6,400 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 3,674 | $52.8 萬 | 1.2% | +1,019+38.4% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 19,791 | $52.7 萬 | 1.2% | −2,309−10.4% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 4,200 | $48.8 萬 | 1.1% | +2,308+122.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 4,000 | $48.4 萬 | 1.1% | +4,000 | 新進 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 8,100 | $48.4 萬 | 1.1% | +8,100 | 新進 | 歷史 |
| SOSouthern Co | Stock | 7,100 | $48.3 萬 | 1.1% | +7,100 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,698 | $46.9 萬 | 1.0% | +1,698 | 新進 | 歷史 |
| CAHCardinal Health Inc | Stock | 6,700 | $44.7 萬 | 1.0% | +6,700 | 新進 | 歷史 |
| KKellanova | Stock | 6,402 | $44.6 萬 | 1.0% | +6,402 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,000 | $44.4 萬 | 1.0% | −200−16.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 17,200 | $44.3 萬 | 1.0% | +17,200 | 新進 | 歷史 |
| KRKroger Co | Stock | 9,506 | $41.6 萬 | 0.9% | +9,506 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 1,600 | $41.2 萬 | 0.9% | +1,600 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,200 | $39.1 萬 | 0.9% | +4,200 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,400 | $38.3 萬 | 0.8% | +3,400 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,300 | $37.7 萬 | 0.8% | +2,300 | 新進 | 歷史 |
| MDBMongoDB, Inc. | CL A | 1,900 | $37.7 萬 | 0.8% | +1,900 | 新進 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 250 | $37.6 萬 | 0.8% | +250 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,500 | $36.9 萬 | 0.8% | +1,000+28.6% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 4,500 | $35.0 萬 | 0.8% | +4,500 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 4,900 | $34.6 萬 | 0.8% | +4,900 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 500 | $34.4 萬 | 0.8% | +500 | 新進 | 歷史 |
| NEMNEWMONT Corp | Stock | 8,000 | $33.6 萬 | 0.7% | −5,100−38.9% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 4,389 | $33.2 萬 | 0.7% | +291+7.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,900 | $32.6 萬 | 0.7% | +3,900 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,600 | $31.2 萬 | 0.7% | +1,600 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,833 | $30.2 萬 | 0.7% | +1,833 | 新進 | 歷史 |
| ANETArista Networks, Inc. | COM | 2,600 | $29.4 萬 | 0.7% | +100+4.0% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 2,600 | $29.2 萬 | 0.6% | +2,600 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 1,090 | $29.1 萬 | 0.6% | +1,090 | 新進 | 歷史 |
| LUVSouthwest Airlines Co | COM | 9,400 | $29.0 萬 | 0.6% | +9,400 | 新進 | 歷史 |
| NIONIO Inc. | ADR | 18,200 | $28.7 萬 | 0.6% | +18,200 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 2,400 | $28.4 萬 | 0.6% | +2,400 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 900 | $27.5 萬 | 0.6% | +900 | 新進 | 歷史 |
| TEAMAtlassian Corp | CL A | 1,300 | $27.4 萬 | 0.6% | +1,300 | 新進 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 3,200 | $27.3 萬 | 0.6% | +3,200 | 新進 | 歷史 |
| NUENucor Corp | COM | 2,500 | $26.7 萬 | 0.6% | −666−21.0% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,600 | $26.4 萬 | 0.6% | +2,600 | 新進 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 10,104 | $26.4 萬 | 0.6% | +10,104 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 3,700 | $25.6 萬 | 0.6% | +3,700 | 新進 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 15,900 | $25.2 萬 | 0.6% | +15,900 | 新進 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,500 | $24.8 萬 | 0.5% | +2,500 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 2,300 | $24.6 萬 | 0.5% | +2,300 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,502 | $24.5 萬 | 0.5% | +1,502 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 4,504 | $24.1 萬 | 0.5% | +4,504 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 3,898 | $24.0 萬 | 0.5% | +3,898 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 600 | $23.2 萬 | 0.5% | +600 | 新進 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,412 | $23.2 萬 | 0.5% | +2,412 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 2,800 | $22.9 萬 | 0.5% | +2,800 | 新進 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 3,400 | $22.4 萬 | 0.5% | +3,400 | 新進 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,500 | $22.4 萬 | 0.5% | +2,500 | 新進 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 800 | $22.2 萬 | 0.5% | +800 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 955 | $21.9 萬 | 0.5% | +955 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 6,800 | $21.8 萬 | 0.5% | +6,800 | 新進 | 歷史 |
| CBRECbre Group, Inc. | CL A | 3,200 | $21.6 萬 | 0.5% | +3,200 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,200 | $21.3 萬 | 0.5% | −2,200−64.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 300 | $21.1 萬 | 0.5% | +300 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 4,800 | $20.9 萬 | 0.5% | +4,800 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 2,200 | $20.6 萬 | 0.5% | −300−12.0% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 2,845 | $20.3 萬 | 0.4% | +2,845 | 新進 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 14,500 | $19.1 萬 | 0.4% | +14,500 | 新進 | 歷史 |
| DKNGDraftKings Inc. | Stock | 12,300 | $18.6 萬 | 0.4% | +12,300 | 新進 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 25,100 | $12.2 萬 | 0.3% | +6,400+34.2% | 加碼 | 歷史 |
| SWNSouthwestern Energy Co | COM | 18,800 | $11.5 萬 | 0.3% | +18,800 | 新進 | 歷史 |
| COTYCoty Inc. | COM CL A | 13,200 | $8.30 萬 | 0.2% | +13,200 | 新進 | 歷史 |
2022 年第 2 季之後清倉（76 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 15,700 | $238.0 萬 | 5.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 19,100 | $144.1 萬 | 3.1% | 歷史 |
| BACBank of America Corp | Stock | 45,600 | $142.0 萬 | 3.0% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,900 | $133.8 萬 | 2.9% | 歷史 |
| TXNTexas Instruments Inc | Stock | 8,500 | $130.6 萬 | 2.8% | 歷史 |
| FDXFedEx Corp | Stock | 5,600 | $127.0 萬 | 2.7% | 歷史 |
| MCDMcDonalds Corp | Stock | 5,100 | $125.9 萬 | 2.7% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 5,400 | $120.5 萬 | 2.6% | 歷史 |
| EOGEOG Resources Inc | Stock | 9,300 | $102.7 萬 | 2.2% | 歷史 |
| LINLinde PLC | SHS | 3,396 | $97.6 萬 | 2.1% | 歷史 |
| WMTWalmart Inc. | Stock | 7,800 | $94.8 萬 | 2.0% | 歷史 |
| HPQHP Inc | Stock | 28,400 | $93.1 萬 | 2.0% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,800 | $86.3 萬 | 1.9% | 歷史 |
| SHOPShopify Inc. | Stock | 27,400 | $85.6 萬 | 1.8% | 歷史 |
| HONHoneywell International Inc | COM | 4,896 | $85.1 萬 | 1.8% | 歷史 |
| TJXTJX Companies Inc | Stock | 15,000 | $83.8 萬 | 1.8% | 歷史 |
| HESHess Corp | Stock | 7,109 | $75.3 萬 | 1.6% | 歷史 |
| ACCAmerican Campus Communities Inc | COM | 9,500 | $61.2 萬 | 1.3% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,400 | $60.8 萬 | 1.3% | 歷史 |
| MCKMcKesson Corp | Stock | 1,700 | $55.5 萬 | 1.2% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,600 | $53.3 萬 | 1.1% | 歷史 |
| EBAYeBay Inc | COM | 11,400 | $47.5 萬 | 1.0% | 歷史 |
| BKRBaker Hughes Co | CL A | 16,000 | $46.2 萬 | 1.0% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 10,100 | $44.0 萬 | 0.9% | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,000 | $43.0 萬 | 0.9% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 5,900 | $41.4 萬 | 0.9% | 歷史 |
| LILi Auto Inc. | SPONSORED ADS | 10,600 | $40.6 萬 | 0.9% | 歷史 |
| EAElectronic Arts Inc. | COM | 3,300 | $40.1 萬 | 0.9% | 歷史 |
| TGTTarget Corp | Stock | 2,800 | $39.5 萬 | 0.8% | 歷史 |
| DOWDow Inc. | Stock | 7,500 | $38.7 萬 | 0.8% | 歷史 |
| CCICrown Castle Inc. | REIT | 2,200 | $37.0 萬 | 0.8% | 歷史 |
| CVSCVS Health Corp | Stock | 3,799 | $35.2 萬 | 0.8% | 歷史 |
| Barrick Gold Corp067901108 | COM | 19,900 | $35.2 萬 | 0.8% | – |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 29,900 | $34.9 萬 | 0.7% | 歷史 |
| BBYBest Buy Co Inc | Stock | 5,200 | $33.9 萬 | 0.7% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,700 | $32.8 萬 | 0.7% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,100 | $32.7 萬 | 0.7% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 600 | $32.6 萬 | 0.7% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,900 | $31.9 萬 | 0.7% | 歷史 |
| DHRDanaher Corp | Stock | 1,260 | $31.9 萬 | 0.7% | 歷史 |
| VFCV F Corp | Stock | 7,200 | $31.8 萬 | 0.7% | 歷史 |
| MSMorgan Stanley | Stock | 4,162 | $31.7 萬 | 0.7% | 歷史 |
| AMGNAmgen Inc | Stock | 1,300 | $31.6 萬 | 0.7% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,200 | $31.6 萬 | 0.7% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 900 | $31.6 萬 | 0.7% | 歷史 |
| WFCWells Fargo & Company | Stock | 8,002 | $31.3 萬 | 0.7% | 歷史 |
| SHWSherwin Williams Co | COM | 1,400 | $31.3 萬 | 0.7% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 2,800 | $30.2 萬 | 0.6% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 3,300 | $29.4 萬 | 0.6% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,500 | $28.4 萬 | 0.6% | 歷史 |
| CLXClorox Co | Stock | 2,000 | $28.2 萬 | 0.6% | 歷史 |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 25,500 | $27.1 萬 | 0.6% | 歷史 |
| WDCWestern Digital Corp | COM | 5,900 | $26.4 萬 | 0.6% | 歷史 |
| ROKURoku, Inc | COM CL A | 3,200 | $26.3 萬 | 0.6% | 歷史 |
| LLYEli Lilly & Co | Stock | 800 | $25.9 萬 | 0.6% | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 7,300 | $25.8 萬 | 0.6% | 歷史 |
| DELLDell Technologies Inc. | Stock | 5,500 | $25.4 萬 | 0.5% | 歷史 |
| SESea Ltd | SPONSORD ADS | 3,700 | $24.7 萬 | 0.5% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 8,222 | $24.1 萬 | 0.5% | 歷史 |
| EMREmerson Electric Co | Stock | 2,924 | $23.3 萬 | 0.5% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,500 | $23.3 萬 | 0.5% | 歷史 |
| CLRContinental Resources, Inc | COM | 3,500 | $22.9 萬 | 0.5% | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,300 | $22.4 萬 | 0.5% | 歷史 |
| BURLBurlington Stores, Inc. | COM | 1,600 | $21.8 萬 | 0.5% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,200 | $21.1 萬 | 0.5% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 700 | $20.9 萬 | 0.4% | 歷史 |
| RBLXRoblox Corp | Stock | 6,300 | $20.7 萬 | 0.4% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,600 | $20.0 萬 | 0.4% | 歷史 |
| PCGPG&E Corp | Stock | 14,600 | $14.6 萬 | 0.3% | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 19,000 | $14.3 萬 | 0.3% | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 13,300 | $7.90 萬 | 0.2% | 歷史 |
| Yamana Gold Inc98462Y100 | COM | 15,600 | $7.30 萬 | 0.2% | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 18,400 | $6.90 萬 | 0.1% | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 10,500 | $3.50 萬 | 0.1% | 歷史 |
| SIDNational Steel Co | SPONSORED ADR | 10,600 | $3.10 萬 | 0.1% | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 12,500 | $3.00 萬 | 0.1% | 歷史 |