SWS Partners
- SEC CIK
- 0001731731
- 最新申報
- 2026/8/3
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/9 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 75
- 較 2021 年第 1 季 −7
- 總值
- $1.54 億
- 較 2021 年第 1 季 +$835.1 萬 (+5.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 1,829 | $629.2 萬 | 4.1% | −370−16.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,856 | $551.3 萬 | 3.6% | +186+1.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,220 | $542.1 萬 | 3.5% | +31+1.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 14,642 | $431.6 萬 | 2.8% | −215−1.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 33,809 | $380.8 萬 | 2.5% | +2,160+6.8% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 9,476 | $373.5 萬 | 2.4% | +1,211+14.7% | 加碼 | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 54,312 | $327.5 萬 | 2.1% | +9,511+21.2% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 11,129 | $324.4 萬 | 2.1% | +193+1.8% | 加碼 | 歷史 |
| AMBAAmbarella Inc | SHS | 29,518 | $314.8 萬 | 2.0% | +374+1.3% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 8,269 | $299.6 萬 | 1.9% | +290+3.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 19,006 | $281.6 萬 | 1.8% | +13+0.1% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 24,206 | $274.8 萬 | 1.8% | +433+1.8% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 54,735 | $274.3 萬 | 1.8% | +6,952+14.5% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,875 | $267.9 萬 | 1.7% | +624+14.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,016 | $263.9 萬 | 1.7% | −407−11.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,805 | $261.4 萬 | 1.7% | −5,734−25.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 57,672 | $261.2 萬 | 1.7% | −4,669−7.5% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,129 | $252.2 萬 | 1.6% | −2,519−17.2% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 41,626 | $249.1 萬 | 1.6% | +2,206+5.6% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 1,705 | $249.1 萬 | 1.6% | +750+78.5% | 加碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 54,543 | $237.0 萬 | 1.5% | −5,631−9.4% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 14,501 | $233.8 萬 | 1.5% | +2,139+17.3% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 9,622 | $232.7 萬 | 1.5% | +1,423+17.4% | 加碼 | 歷史 |
| MXIMMaxim Integrated Products Inc | COM | 21,825 | $224.5 萬 | 1.5% | +1,846+9.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,586 | $218.7 萬 | 1.4% | +182+4.1% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | ORD | 36,908 | $215.3 萬 | 1.4% | +1,150+3.2% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 16,378 | $207.1 萬 | 1.3% | −1,977−10.8% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,233 | $202.7 萬 | 1.3% | +279+2.0% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 62,369 | $202.6 萬 | 1.3% | −7,524−10.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,173 | $199.8 萬 | 1.3% | +42+2.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,985 | $199.6 萬 | 1.3% | +114+2.3% | 加碼 | 歷史 |
| WRKWestRock Co | COM | 37,461 | $199.4 萬 | 1.3% | +1,137+3.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 14,473 | $198.2 萬 | 1.3% | −1,375−8.7% | 減碼 | 歷史 |
| MTNVail Resorts Inc | COM | 6,211 | $196.6 萬 | 1.3% | −313−4.8% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 15,565 | $193.2 萬 | 1.3% | −170−1.1% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 28,690 | $191.7 萬 | 1.2% | +775+2.8% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 33,138 | $189.0 萬 | 1.2% | −14,116−29.9% | 減碼 | 歷史 |
| KSSKOHLS Corp | Stock | 32,017 | $176.4 萬 | 1.1% | +1,836+6.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,638 | $176.1 萬 | 1.1% | +941+4.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 32,831 | $174.0 萬 | 1.1% | −1,597−4.6% | 減碼 | 歷史 |
| NEWRNew Relic, Inc. | COM | 25,751 | $172.5 萬 | 1.1% | +6,909+36.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 11,725 | $171.9 萬 | 1.1% | −1,109−8.6% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 7,326 | $171.4 萬 | 1.1% | +186+2.6% | 加碼 | 歷史 |
| XLNXXilinx Inc | COM | 7,083 | $169.1 萬 | 1.1% | +126+1.8% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 27,625 | $166.9 萬 | 1.1% | −945−3.3% | 減碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 69,192 | $163.6 萬 | 1.1% | +69,192 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 18,999 | $163.0 萬 | 1.1% | +445+2.4% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 16,452 | $162.4 萬 | 1.1% | −766−4.4% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 21,996 | $161.8 萬 | 1.1% | +226+1.0% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 15,481 | $160.3 萬 | 1.0% | +178+1.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,975 | $157.1 萬 | 1.0% | +43+1.5% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,675 | $153.3 萬 | 1.0% | −213−3.6% | 減碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 14,436 | $150.7 萬 | 1.0% | −29−0.2% | 減碼 | 歷史 |
| VCVisteon Corp | COM NEW | 12,252 | $148.2 萬 | 1.0% | +3,850+45.8% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 7,214 | $145.5 萬 | 0.9% | +140+2.0% | 加碼 | 歷史 |
| ETSYEtsy Inc | COM | 7,032 | $144.7 萬 | 0.9% | +7,032 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 26,677 | $144.4 萬 | 0.9% | −314−1.2% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,078 | $143.6 萬 | 0.9% | +25+1.2% | 加碼 | 歷史 |
| ZGZillow Group, Inc. | CL A | 11,667 | $142.6 萬 | 0.9% | +209+1.8% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 9,806 | $141.0 萬 | 0.9% | +223+2.3% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 22,198 | $138.6 萬 | 0.9% | −625−2.7% | 減碼 | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 10,267 | $137.3 萬 | 0.9% | +591+6.1% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 5,312 | $136.4 萬 | 0.9% | +104+2.0% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 33,055 | $135.2 萬 | 0.9% | +2,036+6.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,659 | $132.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 12,163 | $128.7 萬 | 0.8% | +12,163 | 新進 | 歷史 |
| CoreSite Realty Corp21870Q105 | COM | 9,497 | $127.8 萬 | 0.8% | +224+2.4% | 加碼 | – |
| FICOFair Isaac Corp | COM | 2,070 | $104.1 萬 | 0.7% | +89+4.5% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 3,885 | $94.7 萬 | 0.6% | −3,915−50.2% | 減碼 | 歷史 |
| TPRTapestry, Inc. | COM | 18,636 | $81.0 萬 | 0.5% | −8,488−31.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,320 | $36.7 萬 | 0.2% | −3,384−71.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 488 | $33.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,034 | $24.2 萬 | 0.2% | −219−17.5% | 減碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,026 | $21.8 萬 | 0.1% | +3,026 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 756 | $20.5 萬 | 0.1% | −122−13.9% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（11 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WWayfair Inc. | CL A | 4,701 | $148.0 萬 | 1.0% | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,837 | $123.7 萬 | 0.9% | 歷史 |
| ILMNIllumina, Inc. | COM | 2,976 | $114.3 萬 | 0.8% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,538 | $89.5 萬 | 0.6% | 歷史 |
| NKENIKE, Inc. | Stock | 6,115 | $81.3 萬 | 0.6% | 歷史 |
| DISHDISH Network CORP | CL A | 9,000 | $32.6 萬 | 0.2% | 歷史 |
| FCOAbrdn Global Income Fund, Inc. | COM | 15,000 | $30.0 萬 | 0.2% | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,395 | $28.1 萬 | 0.2% | 歷史 |
| DISWalt Disney Co | Stock | 1,292 | $23.8 萬 | 0.2% | 歷史 |
| BACBank of America Corp | Stock | 6,000 | $23.2 萬 | 0.2% | 歷史 |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 10,777 | $0 | 0.0% | – |