SWS Partners
- SEC CIK
- 0001731731
- 最新申報
- 2026/8/3
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/28 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 69
- 較 2022 年第 1 季 −41
- 總值
- $1.19 億
- 較 2022 年第 1 季 −$3,411 萬 (−22.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 2,092 | $455.9 萬 | 3.8% | −47−2.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 12,007 | $333.4 萬 | 2.8% | +131+1.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,304 | $323.8 萬 | 2.7% | −721−10.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 25,701 | $273.0 萬 | 2.3% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,036 | $270.7 萬 | 2.3% | −747−3.0% | 減碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 72,864 | $269.3 萬 | 2.3% | +11,812+19.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,147 | $252.6 萬 | 2.1% | −182−4.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,365 | $250.7 萬 | 2.1% | −2,028−11.0% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 39,283 | $246.7 萬 | 2.1% | −5,334−12.0% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 62,714 | $245.7 萬 | 2.1% | +1,721+2.8% | 加碼 | 歷史 |
| AMBAAmbarella Inc | SHS | 36,229 | $237.2 萬 | 2.0% | +80+0.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 30,703 | $236.4 萬 | 2.0% | −8,018−20.7% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 65,193 | $231.0 萬 | 1.9% | +159+0.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,725 | $224.7 萬 | 1.9% | +10+0.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,255 | $223.7 萬 | 1.9% | +317+2.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,574 | $222.2 萬 | 1.9% | +341+8.1% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 26,933 | $221.4 萬 | 1.9% | −3,607−11.8% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 26,598 | $218.1 萬 | 1.8% | −3,063−10.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 20,030 | $217.6 萬 | 1.8% | −17−0.1% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 24,874 | $217.6 萬 | 1.8% | +5,457+28.1% | 加碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 289,221 | $214.6 萬 | 1.8% | +747+0.3% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 19,797 | $212.2 萬 | 1.8% | −265−1.3% | 減碼 | 歷史 |
| TPRTapestry, Inc. | COM | 69,058 | $210.8 萬 | 1.8% | +7,019+11.3% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 26,140 | $208.6 萬 | 1.8% | +359+1.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,564 | $205.7 萬 | 1.7% | −7,557−25.1% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 15,310 | $203.6 萬 | 1.7% | −1,423−8.5% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 29,803 | $201.1 萬 | 1.7% | +10,258+52.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 15,918 | $200.6 萬 | 1.7% | +40.0% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 14,160 | $196.9 萬 | 1.7% | +3,628+34.4% | 加碼 | 歷史 |
| WRKWestRock Co | COM | 49,404 | $196.8 萬 | 1.7% | +906+1.9% | 加碼 | 歷史 |
| NEWRNew Relic, Inc. | COM | 38,022 | $190.3 萬 | 1.6% | +11,958+45.9% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 58,170 | $183.3 萬 | 1.5% | +14,685+33.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 46,633 | $183.0 萬 | 1.5% | +2,928+6.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 28,693 | $180.5 萬 | 1.5% | −4,130−12.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 85,588 | $175.1 萬 | 1.5% | +172+0.2% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 28,013 | $173.9 萬 | 1.5% | −3,131−10.1% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 18,116 | $169.8 萬 | 1.4% | +46+0.3% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 12,370 | $167.2 萬 | 1.4% | −2,318−15.8% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 37,785 | $164.5 萬 | 1.4% | +78+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,027 | $161.7 萬 | 1.4% | −3,070−23.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 37,574 | $160.2 萬 | 1.3% | +6,331+20.3% | 加碼 | 歷史 |
| VCVisteon Corp | COM NEW | 15,200 | $157.4 萬 | 1.3% | −1,434−8.6% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,564 | $156.8 萬 | 1.3% | +11+0.2% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 56,020 | $154.2 萬 | 1.3% | +9,265+19.8% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,402 | $149.2 萬 | 1.3% | +15+0.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 15,623 | $142.1 萬 | 1.2% | +38+0.2% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 16,616 | $139.3 萬 | 1.2% | +44+0.3% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 6,611 | $136.6 萬 | 1.1% | +18+0.3% | 加碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 19,034 | $132.6 萬 | 1.1% | +41+0.2% | 加碼 | 歷史 |
| MTNVail Resorts Inc | COM | 6,038 | $131.7 萬 | 1.1% | +596+11.0% | 加碼 | 歷史 |
| RHRH | COM | 5,979 | $126.9 萬 | 1.1% | +1,222+25.7% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 9,677 | $117.7 萬 | 1.0% | +25+0.3% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 5,838 | $109.4 萬 | 0.9% | +17+0.3% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 14,761 | $103.1 萬 | 0.9% | +41+0.3% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 25,465 | $102.7 萬 | 0.9% | +10,467+69.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,466 | $98.0 萬 | 0.8% | −10.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 4,857 | $97.5 萬 | 0.8% | +16+0.3% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 20,348 | $89.0 萬 | 0.7% | +49+0.2% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 6,273 | $87.6 萬 | 0.7% | +14+0.2% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 27,258 | $85.2 萬 | 0.7% | −2,512−8.4% | 減碼依 10 比 1 拆股換算 | 歷史 |
| ETSYEtsy Inc | COM | 9,865 | $72.2 萬 | 0.6% | +20+0.2% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 10,718 | $65.9 萬 | 0.6% | +25+0.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,739 | $65.4 萬 | 0.6% | +8+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,231 | $57.3 萬 | 0.5% | +4+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 3,515 | $48.1 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 14,572 | $46.7 萬 | 0.4% | +14,572 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,553 | $28.3 萬 | 0.2% | +9+0.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,711 | $23.2 萬 | 0.2% | +25+0.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 838 | $22.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（42 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EWEdwards Lifesciences Corp | Stock | 8,806 | $103.6 萬 | 0.7% | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 101,330 | $102.4 萬 | 0.7% | 歷史 |
| TSLATesla, Inc. | Stock | 243 | $26.2 萬 | 0.2% | 歷史 |
| AMGNAmgen Inc | Stock | 765 | $18.5 萬 | 0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,025 | $14.0 萬 | 0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,206 | $12.1 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 500 | $10.3 萬 | 0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 693 | $9.60 萬 | 0.1% | 歷史 |
| ESEversource Energy | Stock | 800 | $7.10 萬 | <0.1% | 歷史 |
| DTEDte Energy Co | COM | 506 | $6.70 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 647 | $6.50 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 569 | $6.30 萬 | <0.1% | 歷史 |
| CVXChevron Corp | Stock | 370 | $6.00 萬 | <0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 354 | $5.90 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 115 | $5.20 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 1,000 | $5.20 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 100 | $4.80 萬 | <0.1% | 歷史 |
| MBWMMercantile Bank Corp | COM | 1,200 | $4.30 萬 | <0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 422 | $4.00 萬 | <0.1% | 歷史 |
| HDHome Depot, Inc. | Stock | 111 | $3.30 萬 | <0.1% | 歷史 |
| CICigna Group | Stock | 132 | $3.20 萬 | <0.1% | 歷史 |
| GOOGAlphabet Inc. | Stock | 10 | $2.80 萬 | <0.1% | 歷史 |
| EVRGEvergy, Inc. | Stock | 400 | $2.70 萬 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 1,070 | $2.50 萬 | <0.1% | 歷史 |
| ORCLOracle Corp | Stock | 285 | $2.40 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 116 | $2.30 萬 | <0.1% | 歷史 |
| JNJJohnson & Johnson | Stock | 119 | $2.10 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 214 | $2.10 萬 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 79 | $2.00 萬 | <0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 150 | $2.00 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 123 | $1.70 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 74 | $1.70 萬 | <0.1% | 歷史 |
| EIXEdison International | Stock | 200 | $1.40 萬 | <0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 55 | $1.40 萬 | <0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 46 | $1.20 萬 | <0.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 27 | $1.20 萬 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 195 | $1.00 萬 | <0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 117 | $9,000 | <0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 64 | $7,000 | <0.1% | 歷史 |
| FFIVF5, Inc. | Stock | 35 | $7,000 | <0.1% | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 53 | $3,000 | <0.1% | 歷史 |
| AMPYAmplify Energy Corp. | COM | 57 | $0 | 0.0% | 歷史 |