DDD Partners, LLC
- SEC CIK
- 0001729673
- 最新申報
- 2026/8/5
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 129
- 較 2025 年第 2 季 +17
- 總值
- $15.7 億
- 較 2025 年第 2 季 +$6.41 億 (+68.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,143,636 | $5.92 億 | 37.6% | +961,711+528.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 128,370 | $6,454 萬 | 4.1% | −10,565−7.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 160,529 | $4,088 萬 | 2.6% | +3,173+2.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 178,754 | $3,925 萬 | 2.5% | +4,693+2.7% | 加碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 1,753,369 | $3,531 萬 | 2.2% | +108,941+6.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 86,633 | $2,858 萬 | 1.8% | −22,074−20.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 110,738 | $2,697 萬 | 1.7% | +2,710+2.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 33,136 | $2,433 萬 | 1.5% | +29,729+872.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 25,966 | $2,404 萬 | 1.5% | +127+0.5% | 加碼 | 歷史 |
| NWPXNWPX Infrastructure, Inc. | COM | 446,637 | $2,364 萬 | 1.5% | −636−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 119,313 | $2,226 萬 | 1.4% | +4,938+4.3% | 加碼 | 歷史 |
| DINOHF Sinclair Corp | COM | 416,149 | $2,178 萬 | 1.4% | +11,111+2.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 404,353 | $2,086 萬 | 1.3% | +398,488+6,794.3% | 加碼 | 歷史 |
| ORIOld Republic International Corp | COM | 488,558 | $2,075 萬 | 1.3% | −63,227−11.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 72,979 | $2,060 萬 | 1.3% | +2,230+3.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 88,406 | $2,047 萬 | 1.3% | −18,274−17.1% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 172,033 | $1,971 萬 | 1.3% | +172,033 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 118,202 | $1,966 萬 | 1.2% | −36,235−23.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 124,991 | $1,941 萬 | 1.2% | −29,270−19.0% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 45,887 | $1,938 萬 | 1.2% | −25,771−36.0% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 168,071 | $1,925 萬 | 1.2% | +168,071 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 136,557 | $1,918 萬 | 1.2% | +136,557 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 676,125 | $1,914 萬 | 1.2% | +676,125 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 136,549 | $1,893 萬 | 1.2% | +136,549 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 46,123 | $1,869 萬 | 1.2% | −2,999−6.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 270,751 | $1,852 萬 | 1.2% | −89,894−24.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 92,270 | $1,829 萬 | 1.2% | +91,092+7,732.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 416,063 | $1,829 萬 | 1.2% | +416,063 | 新進 | 歷史 |
| CMECME Group Inc. | COM | 65,430 | $1,768 萬 | 1.1% | +65,430 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 129,596 | $1,736 萬 | 1.1% | +3,723+3.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 174,824 | $1,713 萬 | 1.1% | +123,963+243.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 16,566 | $1,525 萬 | 1.0% | +6,415+63.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 43,388 | $1,498 萬 | 1.0% | +20,603+90.4% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 292,750 | $1,436 萬 | 0.9% | −71,376−19.6% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 33,310 | $1,433 萬 | 0.9% | +937+2.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 85,349 | $1,428 萬 | 0.9% | +3,272+4.0% | 加碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 45,295 | $1,304 萬 | 0.8% | +1,006+2.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 60,369 | $1,229 萬 | 0.8% | +60,369 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 21,361 | $1,201 萬 | 0.8% | +865+4.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 24,199 | $1,174 萬 | 0.7% | +422+1.8% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 32,944 | $1,157 萬 | 0.7% | +32,944 | 新進 | 歷史 |
| RELLRichardson Electronics, Ltd. | COM | 1,140,424 | $1,116 萬 | 0.7% | −1770.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 59,137 | $1,087 萬 | 0.7% | +1,477+2.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 141,971 | $835.5 萬 | 0.5% | +7,784+5.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 81,674 | $652.8 萬 | 0.4% | +4,631+6.0% | 加碼 | – |
| Victory Portfolios II92647N667 | VICSHS DV AC ETF | 105,068 | $561.8 萬 | 0.4% | +4,324+4.3% | 加碼 | – |
| SYMSymbotic Inc. | Stock | 103,611 | $558.5 萬 | 0.4% | −11,468−10.0% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 45,613 | $440.0 萬 | 0.3% | +2,546+5.9% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 137,019 | $398.9 萬 | 0.3% | +5,184+3.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,559 | $370.3 萬 | 0.2% | −1,999−26.4% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 7,062 | $342.7 萬 | 0.2% | +588+9.1% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 69,779 | $329.7 萬 | 0.2% | +15,138+27.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,694 | $297.7 萬 | 0.2% | +1,269+23.4% | 加碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 24,023 | $294.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,252 | $260.8 萬 | 0.2% | +352+4.0% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 39,647 | $257.7 萬 | 0.2% | +28,341+250.7% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 20,967 | $248.2 萬 | 0.2% | +1,359+6.9% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 5,504 | $246.2 萬 | 0.2% | +4,854+746.8% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 36,567 | $245.2 萬 | 0.2% | +36,567 | 新進 | 歷史 |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 63,038 | $236.4 萬 | 0.2% | +2,159+3.5% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 6,466 | $228.1 萬 | 0.1% | +1,374+27.0% | 加碼 | 歷史 |
| SIISprott Inc. | COM NEW | 23,547 | $195.9 萬 | 0.1% | +23,547 | 新進 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 9,107 | $174.3 萬 | 0.1% | +9,107 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,565 | $171.7 萬 | 0.1% | 00.0% | 不變 | – |
| RGLDRoyal Gold Inc | Stock | 8,556 | $171.6 萬 | 0.1% | +8,556 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 7,451 | $168.1 萬 | 0.1% | +180+2.5% | 加碼 | 歷史 |
| SOCSable Offshore Corp. | COM SHS | 87,576 | $152.9 萬 | 0.1% | +51,166+140.5% | 加碼 | 歷史 |
| RYAMRayonier Advanced Materials Inc. | COM | 200,000 | $144.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 31,106 | $133.6 萬 | 0.1% | +940+3.1% | 加碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 41,882 | $130.5 萬 | 0.1% | +1,588+3.9% | 加碼 | – |
| VVisa Inc. | Stock | 3,620 | $123.6 萬 | 0.1% | −22−0.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,924 | $119.7 萬 | 0.1% | +1,122+29.5% | 加碼 | 歷史 |
| CNRCore Natural Resources, Inc. | COM SHS | 14,257 | $119.0 萬 | 0.1% | +3,244+29.5% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 9,228 | $115.6 萬 | 0.1% | +9,228 | 新進 | 歷史 |
| BCCBoise Cascade Co | COM | 14,432 | $111.6 萬 | 0.1% | +14,432 | 新進 | 歷史 |
| RBOTVicarious Surgical Inc. | COM CL A NEW | 187,265 | $103.2 萬 | 0.1% | −19,882−9.6% | 減碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 35,839 | $99.5 萬 | 0.1% | −303−0.8% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,305 | $93.6 萬 | 0.1% | +140+1.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,683 | $82.5 萬 | 0.1% | +611+57.0% | 加碼 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 26,079 | $82.2 萬 | 0.1% | −224−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,499 | $78.8 萬 | 0.1% | +1,023+69.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 28,144 | $76.8 萬 | <0.1% | −1,167,861−97.6% | 減碼 | – |
| BABoeing Co | Stock | 3,420 | $73.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,126 | $67.6 萬 | <0.1% | +9+0.8% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 3,601 | $65.7 萬 | <0.1% | +3,601 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,921 | $63.0 萬 | <0.1% | +38+2.0% | 加碼 | – |
| MCOMoodys Corp | Stock | 1,299 | $61.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 1,650 | $61.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,245 | $60.5 萬 | <0.1% | −187−5.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,790 | $57.4 萬 | <0.1% | +1,642+23.0% | 加碼 | – |
| GWWW.W. Grainger, Inc. | Stock | 586 | $55.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,508 | $53.6 萬 | <0.1% | +1,549+52.3% | 加碼 | – |
| CPRTCopart Inc | COM | 10,743 | $48.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,001 | $48.0 萬 | <0.1% | −38−3.7% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 5,587 | $47.3 萬 | <0.1% | −41−0.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 17,849 | $47.0 萬 | <0.1% | −492−2.7% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 18,774 | $43.7 萬 | <0.1% | +18,774 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,116 | $43.4 萬 | <0.1% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 5,765 | $42.0 萬 | <0.1% | +1,932+50.4% | 加碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,410 | $38.6 萬 | <0.1% | 00.0% | 不變 | – |
2025 年第 2 季之後清倉（9 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 215,816 | $2,178 萬 | 2.3% | 歷史 |
| CMCSAComcast Corp | Stock | 579,545 | $2,068 萬 | 2.2% | 歷史 |
| SOSouthern Co | Stock | 219,704 | $2,018 萬 | 2.2% | 歷史 |
| CVSCVS Health Corp | Stock | 184,959 | $1,276 萬 | 1.4% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 490,124 | $1,244 萬 | 1.3% | 歷史 |
| CIENCiena Corp | COM NEW | 113,135 | $920.1 萬 | 1.0% | 歷史 |
| TWLOTwilio Inc | CL A | 18,487 | $229.9 萬 | 0.2% | 歷史 |
| RPDRapid7, Inc. | COM | 36,563 | $84.6 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 10,480 | $44.3 萬 | <0.1% | – |