Arjuna Capital
- SEC CIK
- 0001703208
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/13 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 100
- 較 2023 年第 4 季 +3
- 總值
- $3.53 億
- 較 2023 年第 4 季 +$3,322 萬 (+10.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 70,139 | $2,951 萬 | 8.4% | +2,228+3.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 137,393 | $2,356 萬 | 6.7% | +3,321+2.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 100,994 | $1,524 萬 | 4.3% | +1,654+1.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,934 | $1,440 萬 | 4.1% | +16+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 447,704 | $1,262 萬 | 3.6% | −10,157−2.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 55,342 | $998.3 萬 | 2.8% | +2,717+5.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,803 | $989.8 萬 | 2.8% | +1,022+4.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 24,585 | $852.1 萬 | 2.4% | +1,506+6.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 14,160 | $823.0 萬 | 2.3% | +592+4.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,345 | $808.6 萬 | 2.3% | +3,104+23.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 38,610 | $773.4 萬 | 2.2% | +1,761+4.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 161,659 | $700.8 萬 | 2.0% | +11,933+8.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 24,142 | $686.4 萬 | 1.9% | +8,893+58.3% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 53,400 | $685.7 萬 | 1.9% | +10,696+25.0% | 加碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 76,184 | $657.5 萬 | 1.9% | +54,042+244.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,106 | $636.4 萬 | 1.8% | +864+7.1% | 加碼 | 歷史 |
| NUENucor Corp | COM | 31,747 | $628.3 萬 | 1.8% | +1,339+4.4% | 加碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 50,138 | $609.5 萬 | 1.7% | +1,811+3.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 11,349 | $546.5 萬 | 1.5% | −1,226−9.7% | 減碼 | 歷史 |
| KRKroger Co | Stock | 94,684 | $540.9 萬 | 1.5% | +5,591+6.3% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 5,034 | $512.1 萬 | 1.5% | +329+7.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 23,651 | $487.8 萬 | 1.4% | +7,910+50.3% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 48,400 | $487.4 萬 | 1.4% | −71,010−59.5% | 減碼 | – |
| LRCXLam Research Corp | COM | 4,918 | $477.8 萬 | 1.4% | +227+4.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 18,642 | $474.9 萬 | 1.3% | +780+4.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 59,271 | $472.7 萬 | 1.3% | +2,204+3.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,417 | $470.1 萬 | 1.3% | +251+4.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 19,753 | $449.8 萬 | 1.3% | +12,102+158.2% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 74,146 | $427.2 萬 | 1.2% | +23,692+47.0% | 加碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 22,062 | $425.5 萬 | 1.2% | −8,771−28.4% | 減碼 | 歷史 |
| AMALAmalgamated Financial Corp. | COM | 171,861 | $412.5 萬 | 1.2% | +3,867+2.3% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 63,417 | $408.9 萬 | 1.2% | −605−0.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 37,690 | $339.4 萬 | 1.0% | +22,555+149.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 67,510 | $336.9 萬 | 1.0% | +3,309+5.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,486 | $329.5 萬 | 0.9% | +90+3.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,755 | $328.1 萬 | 0.9% | −9,526−44.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 15,128 | $322.5 萬 | 0.9% | +2,231+17.3% | 加碼 | 歷史 |
| HMNHorace Mann Educators Corp | COM | 77,259 | $285.8 萬 | 0.8% | +77,259 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 14,448 | $285.5 萬 | 0.8% | +814+6.0% | 加碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 114,251 | $280.7 萬 | 0.8% | +8,969+8.5% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 28,116 | $251.5 萬 | 0.7% | +1,048+3.9% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,957 | $249.0 萬 | 0.7% | +1,339+29.0% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 9,757 | $241.4 萬 | 0.7% | +359+3.8% | 加碼 | 歷史 |
| APOGApogee Enterprises, Inc. | COM | 40,335 | $238.8 萬 | 0.7% | +2,053+5.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,594 | $221.4 萬 | 0.6% | −6,260−33.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,334 | $218.7 萬 | 0.6% | −1,093−20.1% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 18,364 | $205.5 萬 | 0.6% | +706+4.0% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 4,135 | $202.1 萬 | 0.6% | +92+2.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,246 | $197.1 萬 | 0.6% | +175+5.7% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 21,144 | $197.0 萬 | 0.6% | −759−3.5% | 減碼 | – |
| SCSSteelcase Inc | CL A | 148,437 | $194.2 萬 | 0.6% | +8,147+5.8% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 22,439 | $184.1 萬 | 0.5% | +1,144+5.4% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 6,532 | $166.9 萬 | 0.5% | +287+4.6% | 加碼 | 歷史 |
| LNCLincoln National Corp | COM | 52,113 | $166.4 萬 | 0.5% | +2,748+5.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 9,326 | $165.3 萬 | 0.5% | +9,326 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 14,093 | $162.6 萬 | 0.5% | +675+5.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,458 | $160.1 萬 | 0.5% | +9,458 | 新進 | 歷史 |
| BCOBrinks Co | COM | 16,972 | $156.8 萬 | 0.4% | +908+5.7% | 加碼 | 歷史 |
| HNIHni Corp | Stock | 34,317 | $154.9 萬 | 0.4% | +1,811+5.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,353 | $152.9 萬 | 0.4% | +91+4.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,129 | $152.4 萬 | 0.4% | −9,112−42.9% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,770 | $149.8 萬 | 0.4% | +696+4.9% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 5,724 | $148.3 萬 | 0.4% | +2,455+75.1% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 10,176 | $148.1 萬 | 0.4% | +10,176 | 新進 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 19,524 | $144.3 萬 | 0.4% | +19,524 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,545 | $144.1 萬 | 0.4% | +7,545 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,806 | $142.9 萬 | 0.4% | −26,011−74.7% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,144 | $138.0 萬 | 0.4% | +223+4.5% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 32,078 | $137.5 萬 | 0.4% | +825+2.6% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,557 | $128.5 萬 | 0.4% | +51+3.4% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 13,204 | $127.7 萬 | 0.4% | −9,927−42.9% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 25,117 | $126.1 萬 | 0.4% | +930+3.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 13,724 | $125.4 萬 | 0.4% | −11,200−44.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 10,449 | $98.2 萬 | 0.3% | +481+4.8% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 7,377 | $97.2 萬 | 0.3% | −14,060−65.6% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 3,347 | $73.1 萬 | 0.2% | +933+38.6% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 9,136 | $71.7 萬 | 0.2% | +6,042+195.3% | 加碼 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 17,359 | $66.2 萬 | 0.2% | +7,950+84.5% | 加碼 | 歷史 |
| STTState Street Corp | COM | 7,697 | $59.5 萬 | 0.2% | +3,496+83.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,596 | $54.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Tidal ETF Tr886364603 | RPAR RISK PARI | 25,829 | $49.8 萬 | 0.1% | +25,829 | 新進 | – |
| GAPGap Inc | COM | 17,770 | $49.0 萬 | 0.1% | +17,770 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 2,663 | $47.2 萬 | 0.1% | +2,663 | 新進 | 歷史 |
| BMIBadger Meter Inc | COM | 2,636 | $42.7 萬 | 0.1% | +112+4.4% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,655 | $40.9 萬 | 0.1% | +1,655 | 新進 | – |
| LKQLKQ Corp | COM | 6,711 | $35.8 萬 | 0.1% | +6,711 | 新進 | 歷史 |
| TILEInterface Inc | COM | 20,645 | $34.7 萬 | 0.1% | +269+1.3% | 加碼 | 歷史 |
| Investment Managers Ser Tr I46144X107 | AXS CHANGE FINAN | 9,258 | $34.0 萬 | 0.1% | −8,099−46.7% | 減碼 | – |
| SANBanco Santander, S.A. | ADR | 68,635 | $33.2 萬 | 0.1% | +2,858+4.3% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 5,835 | $30.8 萬 | 0.1% | +5,835 | 新進 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,974 | $30.8 萬 | 0.1% | +1,974 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,080 | $28.1 萬 | 0.1% | +1,080 | 新進 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 2,461 | $27.1 萬 | 0.1% | +2,461 | 新進 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 279 | $26.9 萬 | 0.1% | +18+6.9% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,770 | $23.6 萬 | 0.1% | +88+5.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 431 | $14.5 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 946 | $9.27 萬 | <0.1% | +946 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 195 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 182 | $1.95 萬 | <0.1% | +182 | 新進 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 145 | $1.37 萬 | <0.1% | +145 | 新進 | – |
2023 年第 4 季之後清倉（15 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AMPAmeriprise Financial Inc | COM | 8,640 | $328.2 萬 | 1.0% | 歷史 |
| KMBKimberly Clark Corp | Stock | 16,392 | $199.2 萬 | 0.6% | 歷史 |
| HAEHaemonetics Corp | COM | 22,642 | $193.6 萬 | 0.6% | 歷史 |
| TXNTexas Instruments Inc | Stock | 8,013 | $136.6 萬 | 0.4% | 歷史 |
| FDXFedEx Corp | Stock | 4,944 | $125.1 萬 | 0.4% | 歷史 |
| SNYSanofi | SPONSORED ADR | 15,234 | $75.8 萬 | 0.2% | 歷史 |
| VNOVornado Realty Trust | SH BEN INT | 12,491 | $35.3 萬 | 0.1% | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 2,970 | $29.9 萬 | 0.1% | – |
| INTCIntel Corp | Stock | 5,614 | $28.2 萬 | 0.1% | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,759 | $16.0 萬 | 0.1% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 347 | $2.61 萬 | <0.1% | – |
| iShares Tr464287374 | NORTH AMERN NAT | 380 | $1.55 萬 | <0.1% | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 301 | $1.20 萬 | <0.1% | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 186 | $8,047 | <0.1% | – |
| iShares Tr46436E759 | ESG EAFE ETF | 107 | $6,836 | <0.1% | – |