SWS Partners
- SEC CIK
- 0001731731
- 最新申報
- 2026/8/3
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
- 110
- 較 2021 年第 4 季 +37
- 總值
- $1.53 億
- 較 2021 年第 4 季 −$2,296 萬 (−13.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 2,139 | $596.1 萬 | 3.9% | −180−7.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,282 | $418.7 萬 | 2.7% | −622−32.7% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 11,876 | $400.7 萬 | 2.6% | +456+4.0% | 加碼 | 歷史 |
| AMBAAmbarella Inc | SHS | 36,149 | $379.5 萬 | 2.5% | +6,857+23.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,025 | $359.1 萬 | 2.3% | −2,884−29.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,783 | $339.0 萬 | 2.2% | +2,969+13.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,329 | $331.5 萬 | 2.2% | +953+28.2% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 44,617 | $314.3 萬 | 2.1% | −5,003−10.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 85,416 | $305.5 萬 | 2.0% | +3,923+4.8% | 加碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 61,052 | $298.9 萬 | 2.0% | +2,518+4.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,393 | $298.5 萬 | 2.0% | −2,008−9.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 60,993 | $296.8 萬 | 1.9% | −2,407−3.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,097 | $291.9 萬 | 1.9% | −225−1.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 38,721 | $283.1 萬 | 1.9% | −2,501−6.1% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 16,572 | $273.7 萬 | 1.8% | +5,068+44.1% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 37,707 | $270.9 萬 | 1.8% | −863−2.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,233 | $266.6 萬 | 1.7% | +249+6.3% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 65,034 | $265.0 萬 | 1.7% | +29,710+84.1% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,715 | $263.4 萬 | 1.7% | −399−7.8% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 30,540 | $261.1 萬 | 1.7% | +2,332+8.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 11,938 | $256.9 萬 | 1.7% | +80+0.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 29,661 | $256.7 萬 | 1.7% | +5,718+23.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 18,070 | $251.0 萬 | 1.6% | −9,019−33.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 30,121 | $247.3 萬 | 1.6% | +77+0.3% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 20,299 | $243.9 萬 | 1.6% | +4,283+26.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 15,914 | $242.2 萬 | 1.6% | +605+4.0% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 10,532 | $241.6 萬 | 1.6% | +477+4.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 20,047 | $237.7 萬 | 1.6% | +1,004+5.3% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 62,039 | $231.9 萬 | 1.5% | +4,772+8.3% | 加碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 288,474 | $231.8 萬 | 1.5% | +185,854+181.1% | 加碼 | 歷史 |
| WRKWestRock Co | COM | 48,498 | $228.3 萬 | 1.5% | −511−1.0% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 20,062 | $224.0 萬 | 1.5% | +289+1.5% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 25,781 | $219.2 萬 | 1.4% | −224−0.9% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 16,733 | $211.4 萬 | 1.4% | +913+5.8% | 加碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 18,993 | $206.9 萬 | 1.4% | +730+4.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 15,585 | $206.0 萬 | 1.3% | +712+4.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 43,705 | $205.1 萬 | 1.3% | +1,385+3.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 32,823 | $203.6 萬 | 1.3% | +19+0.1% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,977 | $202.1 萬 | 1.3% | +1,200+67.5% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 19,417 | $200.2 萬 | 1.3% | −1,178−5.7% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 31,144 | $195.5 萬 | 1.3% | +2,706+9.5% | 加碼 | 歷史 |
| VCVisteon Corp | COM NEW | 16,634 | $181.7 萬 | 1.2% | +3,820+29.8% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 14,688 | $181.0 萬 | 1.2% | +2,495+20.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,467 | $176.5 萬 | 1.2% | −132−2.0% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 19,545 | $175.7 萬 | 1.1% | −2,806−12.6% | 減碼 | 歷史 |
| NEWRNew Relic, Inc. | COM | 26,064 | $174.4 萬 | 1.1% | −850−3.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 31,243 | $174.3 萬 | 1.1% | +1,931+6.6% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 5,821 | $171.5 萬 | 1.1% | +267+4.8% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 14,720 | $170.6 萬 | 1.1% | +678+4.8% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 6,593 | $170.6 萬 | 1.1% | +1,268+23.8% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 46,755 | $166.3 萬 | 1.1% | +2,443+5.5% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 43,485 | $160.9 萬 | 1.1% | −3,470−7.4% | 減碼 | 歷史 |
| RHRH | COM | 4,757 | $155.5 萬 | 1.0% | +4,757 | 新進 | 歷史 |
| WDAYWorkday, Inc. | CL A | 6,259 | $150.0 萬 | 1.0% | −1,141−15.4% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,387 | $147.3 萬 | 1.0% | −1,265−16.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 4,841 | $146.2 萬 | 1.0% | +223+4.8% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 10,693 | $145.5 萬 | 1.0% | +6,633+163.4% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,553 | $144.7 萬 | 0.9% | −4,304−43.7% | 減碼 | 歷史 |
| MTNVail Resorts Inc | COM | 5,442 | $141.9 萬 | 0.9% | +313+6.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,731 | $140.0 萬 | 0.9% | +633+20.4% | 加碼 | 歷史 |
| ETSYEtsy Inc | COM | 9,845 | $123.4 萬 | 0.8% | +443+4.7% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 9,652 | $122.2 萬 | 0.8% | −597−5.8% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 8,806 | $103.6 萬 | 0.7% | −4,767−35.1% | 減碼 | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 101,330 | $102.4 萬 | 0.7% | +4,666+4.8% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 14,998 | $99.5 萬 | 0.7% | +14,998 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,227 | $68.7 萬 | 0.4% | −785−26.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 3,514 | $61.4 萬 | 0.4% | −8,929−71.8% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,544 | $32.3 萬 | 0.2% | −653−29.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 838 | $29.6 萬 | 0.2% | +838 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 243 | $26.2 萬 | 0.2% | −245−50.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,686 | $22.2 萬 | 0.1% | +2,686 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 765 | $18.5 萬 | 0.1% | +765 | 新進 | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,025 | $14.0 萬 | 0.1% | +1,025 | 新進 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,206 | $12.1 萬 | 0.1% | +1,206 | 新進 | 歷史 |
| CMICummins Inc | Stock | 500 | $10.3 萬 | 0.1% | +500 | 新進 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 693 | $9.60 萬 | 0.1% | +693 | 新進 | 歷史 |
| ESEversource Energy | Stock | 800 | $7.10 萬 | <0.1% | +800 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 506 | $6.70 萬 | <0.1% | +506 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 647 | $6.50 萬 | <0.1% | +647 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 569 | $6.30 萬 | <0.1% | +569 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 370 | $6.00 萬 | <0.1% | +370 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 354 | $5.90 萬 | <0.1% | +354 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 115 | $5.20 萬 | <0.1% | +115 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 1,000 | $5.20 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 100 | $4.80 萬 | <0.1% | +100 | 新進 | 歷史 |
| MBWMMercantile Bank Corp | COM | 1,200 | $4.30 萬 | <0.1% | +1,200 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 422 | $4.00 萬 | <0.1% | +422 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 111 | $3.30 萬 | <0.1% | +111 | 新進 | 歷史 |
| CICigna Group | Stock | 132 | $3.20 萬 | <0.1% | +132 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10 | $2.80 萬 | <0.1% | +10 | 新進 | 歷史 |
| EVRGEvergy, Inc. | Stock | 400 | $2.70 萬 | <0.1% | +400 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 1,070 | $2.50 萬 | <0.1% | +1,070 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 285 | $2.40 萬 | <0.1% | +285 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 116 | $2.30 萬 | <0.1% | +116 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 119 | $2.10 萬 | <0.1% | +119 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 214 | $2.10 萬 | <0.1% | +214 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 79 | $2.00 萬 | <0.1% | +79 | 新進 | 歷史 |
| DRIDarden Restaurants Inc | COM | 150 | $2.00 萬 | <0.1% | +150 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 123 | $1.70 萬 | <0.1% | +123 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 74 | $1.70 萬 | <0.1% | +74 | 新進 | 歷史 |
2021 年第 4 季之後清倉（6 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 |
|---|---|---|---|---|---|
| LAMRLamar Advertising Co | REIT | 16,004 | $194.1 萬 | 1.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,480 | $189.5 萬 | 1.1% | 歷史 |
| AMHAmerican Homes 4 Rent | CL A | 40,348 | $176.0 萬 | 1.0% | 歷史 |
| ASMLASML Holding NV | ADR | 1,698 | $135.2 萬 | 0.8% | 歷史 |
| VVisa Inc. | Stock | 1,234 | $26.8 萬 | 0.2% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 1,215 | $22.9 萬 | 0.1% | 歷史 |