DDD Partners, LLC
- SEC CIK
- 0001729673
- 最新申報
- 2026/8/5
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/5 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 77
- 較 2021 年第 4 季 −4
- 總值
- $7.30 億
- 較 2021 年第 4 季 +$100.6 萬 (+0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 175,160 | $6,182 萬 | 8.5% | +4,947+2.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 259,351 | $4,529 萬 | 6.2% | +2,139+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 121,785 | $3,755 萬 | 5.1% | −9,531−7.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 752,947 | $3,732 萬 | 5.1% | +134,847+21.8% | 加碼 | 歷史 |
| AMAntero Midstream Corp | Stock | 2,666,366 | $2,898 萬 | 4.0% | +52,006+2.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 431,387 | $2,405 萬 | 3.3% | +9,477+2.2% | 加碼 | 歷史 |
| ORIOld Republic International Corp | COM | 917,190 | $2,373 萬 | 3.2% | +19,186+2.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 109,464 | $2,341 萬 | 3.2% | +2,318+2.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,103 | $2,316 萬 | 3.2% | +87+1.2% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 285,672 | $2,254 萬 | 3.1% | −364−0.1% | 減碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 338,176 | $2,242 萬 | 3.1% | +338,176 | 新進 | – |
| NVONovo Nordisk A S | ADR | 191,390 | $2,125 萬 | 2.9% | +78,095+68.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 133,622 | $2,028 萬 | 2.8% | +2,911+2.2% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 252,045 | $2,019 萬 | 2.8% | +121,318+92.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 110,373 | $1,956 萬 | 2.7% | +2,453+2.3% | 加碼 | 歷史 |
| Atlas CorpY0436Q109 | SHARES | 1,308,331 | $1,921 萬 | 2.6% | +309,524+31.0% | 加碼 | – |
| SJMJ M SMUCKER Co | Stock | 135,076 | $1,829 萬 | 2.5% | +2,970+2.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 164,645 | $1,763 萬 | 2.4% | −3,242−1.9% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 29,098 | $1,676 萬 | 2.3% | +236+0.8% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 207,842 | $1,651 萬 | 2.3% | +5,238+2.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,445 | $1,521 萬 | 2.1% | +146+2.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 165,803 | $1,508 萬 | 2.1% | +3,203+2.0% | 加碼 | 歷史 |
| VMWVmware LLC | CL A COM | 131,873 | $1,502 萬 | 2.1% | +2,734+2.1% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 61,299 | $1,478 萬 | 2.0% | +1,252+2.1% | 加碼 | 歷史 |
| RYAMRayonier Advanced Materials Inc. | COM | 2,228,706 | $1,464 萬 | 2.0% | +27,085+1.2% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 155,960 | $1,369 萬 | 1.9% | +2,738+1.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 19,262 | $1,213 萬 | 1.7% | +311+1.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 35,653 | $1,202 萬 | 1.6% | +769+2.2% | 加碼 | 歷史 |
| NWPXNWPX Infrastructure, Inc. | COM | 465,465 | $1,185 萬 | 1.6% | +25,520+5.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 54,325 | $1,153 萬 | 1.6% | +1,223+2.3% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 188,350 | $974.1 萬 | 1.3% | +456+0.2% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 194,969 | $965.9 萬 | 1.3% | −5,538−2.8% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 47,209 | $852.8 萬 | 1.2% | +1,077+2.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 194,860 | $747.3 萬 | 1.0% | +3,842+2.0% | 加碼 | – |
| RBOTVicarious Surgical Inc. | COM CL A | 1,032,580 | $522.5 萬 | 0.7% | +789,751+325.2% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 78,514 | $430.8 萬 | 0.6% | −5,773−6.8% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 45,867 | $327.4 萬 | 0.4% | +2,604+6.0% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 50,954 | $274.4 萬 | 0.4% | +2,888+6.0% | 加碼依 2 比 1 拆股換算 | – |
| EXPDExpeditors International of Washington Inc | COM | 24,000 | $247.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 11,226 | $185.0 萬 | 0.3% | −6,671−37.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,153 | $143.0 萬 | 0.2% | −351−10.0% | 減碼 | – |
| RACEFerrari N.V. | COM | 6,000 | $130.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 830 | $89.4 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,993 | $88.6 萬 | 0.1% | +77+2.0% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 17,074 | $86.3 萬 | 0.1% | +461+2.8% | 加碼 | – |
| CVXChevron Corp | Stock | 4,268 | $69.5 萬 | 0.1% | +102+2.4% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 6,665 | $68.7 萬 | 0.1% | +375+6.0% | 加碼 | – |
| BABoeing Co | Stock | 3,565 | $68.3 萬 | 0.1% | +349+10.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,456 | $65.7 萬 | 0.1% | +254+21.1% | 加碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 25,171 | $62.7 萬 | 0.1% | +1,515+6.4% | 加碼依 2 比 1 拆股換算 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 11,183 | $59.8 萬 | 0.1% | +624+5.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,503 | $54.5 萬 | 0.1% | +1,503 | 新進 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 11,425 | $54.1 萬 | 0.1% | +639+5.9% | 加碼依 2 比 1 拆股換算 | – |
| IAUiShares Gold Trust | ETF | 14,457 | $53.2 萬 | 0.1% | +1,130+8.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 189 | $52.6 萬 | 0.1% | +3+1.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,328 | $52.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 1,417 | $47.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 14,532 | $46.9 萬 | 0.1% | +812+5.9% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,390 | $46.4 萬 | 0.1% | +300+9.7% | 加碼 | – |
| SNAPSnap Inc | Stock | 11,996 | $43.2 萬 | 0.1% | +1,132+10.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,882 | $41.8 萬 | 0.1% | +37+2.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,553 | $41.7 萬 | 0.1% | +1+0.1% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 14,542 | $40.4 萬 | 0.1% | +811+5.9% | 加碼 | – |
| DHRDanaher Corp | Stock | 1,334 | $39.1 萬 | 0.1% | +52+4.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 887 | $36.9 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 2,920 | $36.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,249 | $35.1 萬 | <0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 1,649 | $33.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 642 | $33.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 5,533 | $29.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RMDResmed Inc | COM | 1,165 | $28.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 751 | $28.1 萬 | <0.1% | +751 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 5,315 | $27.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BHPBHP Group Ltd | ADR | 3,500 | $27.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 6,183 | $25.5 萬 | <0.1% | +318+5.4% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 3,504 | $21.3 萬 | <0.1% | +15+0.4% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 1,223 | $21.0 萬 | <0.1% | +1,223 | 新進 | 歷史 |
2021 年第 4 季之後清倉（8 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 |
|---|---|---|---|---|---|
| SLGSL Green Realty Corp | COM | 181,066 | $1,298 萬 | 1.8% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 59,787 | $910.6 萬 | 1.2% | 歷史 |
| SNOWSnowflake Inc. | Stock | 24,570 | $832.3 萬 | 1.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 34,325 | $803.3 萬 | 1.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 33,826 | $637.9 萬 | 0.9% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 17,574 | $631.4 萬 | 0.9% | 歷史 |
| AVLRAvalara, Inc. | COM | 46,431 | $599.5 萬 | 0.8% | 歷史 |
| UWMCUWM Holdings Corp | COM CL A | 16,385 | $9.70 萬 | <0.1% | 歷史 |