Arjuna Capital
- SEC CIK
- 0001703208
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/8 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 97
- 較 2023 年第 3 季 +8
- 總值
- $3.19 億
- 較 2023 年第 3 季 +$4,032 萬 (+14.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 134,072 | $2,581 萬 | 8.1% | +10,422+8.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 67,911 | $2,554 萬 | 8.0% | +3,116+4.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 99,340 | $1,388 萬 | 4.3% | +5,672+6.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 457,861 | $1,308 萬 | 4.1% | −28,709−5.9% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 119,410 | $1,197 萬 | 3.7% | −55,360−31.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 24,781 | $858.8 萬 | 2.7% | +5,498+28.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 23,079 | $809.9 萬 | 2.5% | +10,968+90.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 52,625 | $799.6 萬 | 2.5% | +9,580+22.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,918 | $788.3 萬 | 2.5% | +959+6.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 13,568 | $720.2 萬 | 2.3% | +732+5.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 13,241 | $697.1 萬 | 2.2% | +749+6.0% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 149,726 | $656.5 萬 | 2.1% | +6,185+4.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 36,849 | $626.8 萬 | 2.0% | −8,866−19.4% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 48,327 | $614.7 萬 | 1.9% | +2,061+4.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 21,281 | $554.1 萬 | 1.7% | +1,377+6.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 12,575 | $536.3 萬 | 1.7% | +483+4.0% | 加碼 | 歷史 |
| NUENucor Corp | COM | 30,408 | $529.2 萬 | 1.7% | +1,483+5.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 34,817 | $510.2 萬 | 1.6% | +18,332+111.2% | 加碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 30,833 | $498.8 萬 | 1.6% | +13,897+82.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 18,854 | $468.5 萬 | 1.5% | +2,141+12.8% | 加碼 | 歷史 |
| AMALAmalgamated Financial Corp. | COM | 167,994 | $452.6 萬 | 1.4% | +10,448+6.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 57,067 | $450.6 萬 | 1.4% | +16,683+41.3% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 42,704 | $441.8 萬 | 1.4% | +2,106+5.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 15,249 | $439.2 萬 | 1.4% | +1,871+14.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,242 | $433.3 萬 | 1.4% | +545+4.7% | 加碼 | 歷史 |
| KRKroger Co | Stock | 89,093 | $407.2 萬 | 1.3% | +5,167+6.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,166 | $407.0 萬 | 1.3% | +2,184+54.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 17,862 | $397.5 萬 | 1.2% | +734+4.3% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 4,705 | $389.9 萬 | 1.2% | +184+4.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 4,691 | $367.4 萬 | 1.2% | +2,695+135.0% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 8,640 | $328.2 萬 | 1.0% | +285+3.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 64,201 | $324.3 萬 | 1.0% | +4,308+7.2% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,427 | $323.8 萬 | 1.0% | +85+1.6% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 64,022 | $308.0 萬 | 1.0% | +4,426+7.4% | 加碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 105,282 | $303.1 萬 | 0.9% | +9,493+9.9% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 13,634 | $294.3 萬 | 0.9% | +6,928+103.3% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 21,437 | $269.3 萬 | 0.8% | +1,546+7.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,396 | $267.5 萬 | 0.8% | +182+8.2% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 50,454 | $262.6 萬 | 0.8% | +2,008+4.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 15,741 | $255.1 萬 | 0.8% | +1,433+10.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 24,924 | $239.3 萬 | 0.7% | +1,826+7.9% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 23,131 | $233.6 萬 | 0.7% | +1,068+4.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 12,897 | $231.0 萬 | 0.7% | +1,542+13.6% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 9,398 | $229.2 萬 | 0.7% | +559+6.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 21,241 | $223.9 萬 | 0.7% | +1,193+6.0% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 27,068 | $223.1 萬 | 0.7% | +1,757+6.9% | 加碼 | 歷史 |
| APOGApogee Enterprises, Inc. | COM | 38,282 | $204.5 萬 | 0.6% | +6,041+18.7% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 16,392 | $199.2 萬 | 0.6% | −17,092−51.0% | 減碼 | 歷史 |
| HAEHaemonetics Corp | COM | 22,642 | $193.6 萬 | 0.6% | +1,638+7.8% | 加碼 | 歷史 |
| SCSSteelcase Inc | CL A | 140,290 | $189.7 萬 | 0.6% | +108,698+344.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,618 | $187.9 萬 | 0.6% | +243+5.6% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 21,903 | $186.3 萬 | 0.6% | +4,295+24.4% | 加碼 | – |
| LIILennox International Inc | COM | 4,043 | $180.9 萬 | 0.6% | +4,043 | 新進 | 歷史 |
| CAHCardinal Health Inc | Stock | 17,658 | $178.0 萬 | 0.6% | +956+5.7% | 加碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 22,142 | $174.2 萬 | 0.5% | +1,000+4.7% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 21,295 | $166.7 萬 | 0.5% | −22,714−51.6% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,071 | $149.5 萬 | 0.5% | +208+7.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 7,651 | $143.3 萬 | 0.4% | −8,464−52.5% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,262 | $141.4 萬 | 0.4% | +2,262 | 新進 | 歷史 |
| BCOBrinks Co | COM | 16,064 | $141.3 萬 | 0.4% | +651+4.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 8,013 | $136.6 萬 | 0.4% | −18,117−69.3% | 減碼 | 歷史 |
| HNIHni Corp | Stock | 32,506 | $136.0 萬 | 0.4% | +32,506 | 新進 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 6,245 | $135.8 萬 | 0.4% | +6,245 | 新進 | 歷史 |
| LNCLincoln National Corp | COM | 49,365 | $133.1 萬 | 0.4% | +49,365 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 13,418 | $133.0 萬 | 0.4% | +620+4.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,074 | $132.0 萬 | 0.4% | +837+6.3% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,921 | $128.9 萬 | 0.4% | −6,137−55.5% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 4,944 | $125.1 萬 | 0.4% | +177+3.7% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,506 | $121.3 萬 | 0.4% | +81+5.7% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 15,135 | $120.6 萬 | 0.4% | −14,425−48.8% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 24,187 | $117.3 萬 | 0.4% | +2,876+13.5% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 31,253 | $115.8 萬 | 0.4% | +31,253 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 9,968 | $108.2 萬 | 0.3% | +1,318+15.2% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 15,234 | $75.8 萬 | 0.2% | +1,843+13.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 3,269 | $73.9 萬 | 0.2% | +3,269 | 新進 | 歷史 |
| Investment Managers Ser Tr I46144X107 | AXS CHANGE FINAN | 17,357 | $57.7 萬 | 0.2% | +7,543+76.9% | 加碼 | – |
| LHLabcorp Holdings Inc. | COM NEW | 2,414 | $54.9 萬 | 0.2% | +595+32.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,596 | $50.7 萬 | 0.2% | −22−0.6% | 減碼 | 歷史 |
| BMIBadger Meter Inc | COM | 2,524 | $39.0 萬 | 0.1% | +252+11.1% | 加碼 | 歷史 |
| VNOVornado Realty Trust | SH BEN INT | 12,491 | $35.3 萬 | 0.1% | +12,491 | 新進 | 歷史 |
| STTState Street Corp | COM | 4,201 | $32.5 萬 | 0.1% | −8,675−67.4% | 減碼 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 9,409 | $29.9 萬 | 0.1% | −5,376−36.4% | 減碼 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 2,970 | $29.9 萬 | 0.1% | +2,970 | 新進 | – |
| INTCIntel Corp | Stock | 5,614 | $28.2 萬 | 0.1% | +5,614 | 新進 | 歷史 |
| SANBanco Santander, S.A. | ADR | 65,777 | $27.2 萬 | 0.1% | −102,329−60.9% | 減碼 | 歷史 |
| TILEInterface Inc | COM | 20,376 | $25.7 萬 | 0.1% | +20,376 | 新進 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,682 | $23.2 萬 | 0.1% | −11,381−87.1% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 3,094 | $23.0 萬 | 0.1% | +3,094 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 261 | $22.9 萬 | 0.1% | +261 | 新進 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,759 | $16.0 萬 | 0.1% | +1,759 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 431 | $13.1 萬 | <0.1% | −922−68.1% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 195 | $3.91 萬 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 347 | $2.61 萬 | <0.1% | +347 | 新進 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 380 | $1.55 萬 | <0.1% | +380 | 新進 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 301 | $1.20 萬 | <0.1% | +301 | 新進 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 186 | $8,047 | <0.1% | +186 | 新進 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 107 | $6,836 | <0.1% | +107 | 新進 | – |
2023 年第 3 季之後清倉（11 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HPQHP Inc | Stock | 79,979 | $205.5 萬 | 0.7% | 歷史 |
| JCIJohnson Controls International plc | Stock | 28,678 | $152.6 萬 | 0.5% | 歷史 |
| UNPUnion Pacific Corp | Stock | 7,271 | $148.1 萬 | 0.5% | 歷史 |
| HOLXHologic Inc | COM | 18,371 | $127.5 萬 | 0.5% | 歷史 |
| CSXCSX Corp | Stock | 34,479 | $106.0 萬 | 0.4% | 歷史 |
| BIIBBiogen Inc. | COM | 3,772 | $96.9 萬 | 0.3% | 歷史 |
| BWABorgwarner Inc | COM | 23,753 | $95.9 萬 | 0.3% | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,394 | $94.4 萬 | 0.3% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,672 | $27.5 萬 | 0.1% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,935 | $19.8 萬 | 0.1% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 1,860 | $14.5 萬 | 0.1% | – |