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Livermore
Livermore
中文EN

JustInvest LLC

SEC CIK
0001767306
最新申報
2026/8/11

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/7/28 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
1,467
較 2023 年第 1 季 +1
總值
$32.6 億
較 2023 年第 1 季 +$3.85 億 (+13.4%)
申報日
2023/7/28
SEC
JustInvest LLC 在 2023 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock1,181,614$2.29 億7.0%+84,187+7.7%加碼歷史
MSFTMicrosoft CorpStock553,141$1.88 億5.8%+47,658+9.4%加碼歷史
NVDANVIDIA CorpStock183,289$7,753 萬2.4%+12,115+7.1%加碼歷史
AMZNAmazon Com IncStock558,080$7,275 萬2.2%−17,165−3.0%減碼歷史
GOOGLAlphabet Inc.Stock448,420$5,368 萬1.6%+19,064+4.4%加碼歷史
TSLATesla, Inc.Stock166,516$4,359 萬1.3%+12,452+8.1%加碼歷史
METAMeta Platforms, Inc.Stock151,525$4,348 萬1.3%+7,714+5.4%加碼歷史
GOOGAlphabet Inc.Stock355,622$4,302 萬1.3%−12,054−3.3%減碼歷史
JPMJPMorgan Chase & CoStock218,452$3,177 萬1.0%+23,542+12.1%加碼歷史
LLYEli Lilly & CoStock65,339$3,064 萬0.9%+6,753+11.5%加碼歷史
UNHUnitedHealth Group IncStock63,458$3,050 萬0.9%+6,886+12.2%加碼歷史
BRK.BBerkshire Hathaway IncStock88,659$3,023 萬0.9%+10,259+13.1%加碼歷史
VVisa Inc.Stock124,045$2,946 萬0.9%+8,217+7.1%加碼歷史
AVGOBroadcom Inc.Stock33,358$2,894 萬0.9%+3,487+11.7%加碼歷史
JNJJohnson & JohnsonStock153,993$2,549 萬0.8%+40,521+35.7%加碼歷史
MAMastercard IncStock63,798$2,509 萬0.8%+5,614+9.6%加碼歷史
PGProcter & Gamble CoStock158,870$2,411 萬0.7%+17,042+12.0%加碼歷史
MRKMerck & Co., Inc.Stock198,245$2,288 萬0.7%+15,153+8.3%加碼歷史
XOMExxonMobil Holdings CorpCOM212,119$2,275 萬0.7%+11,933+6.0%加碼歷史
HDHome Depot, Inc.Stock72,999$2,268 萬0.7%+4,738+6.9%加碼歷史
ADBEAdobe Inc.Stock39,072$1,911 萬0.6%+2,864+7.9%加碼歷史
CVXChevron CorpStock116,920$1,840 萬0.6%+3,965+3.5%加碼歷史
PEPPepsiCo IncStock99,111$1,836 萬0.6%+7,335+8.0%加碼歷史
COSTCostco Wholesale CorpStock33,957$1,828 萬0.6%+1,377+4.2%加碼歷史
MCDMcDonalds CorpStock58,005$1,731 萬0.5%+4,456+8.3%加碼歷史
ORCLOracle CorpStock140,176$1,669 萬0.5%+5,473+4.1%加碼歷史
NFLXNetflix IncStock36,818$1,622 萬0.5%+786+2.2%加碼歷史
ABBVAbbVie Inc.Stock117,587$1,584 萬0.5%−6,986−5.6%減碼歷史
CSCOCisco Systems, Inc.Stock292,363$1,513 萬0.5%+17,660+6.4%加碼歷史
KOCoca Cola CoStock247,478$1,490 萬0.5%+25,619+11.5%加碼歷史
WMTWalmart Inc.Stock92,649$1,456 萬0.4%+9,109+10.9%加碼歷史
ACNAccenture plcStock46,434$1,433 萬0.4%+6,211+15.4%加碼歷史
TXNTexas Instruments IncStock79,226$1,426 萬0.4%+4,993+6.7%加碼歷史
CMCSAComcast CorpStock340,304$1,414 萬0.4%+43,417+14.6%加碼歷史
CRMSalesforce, Inc.Stock64,281$1,358 萬0.4%+4,017+6.7%加碼歷史
TMOThermo Fisher Scientific Inc.Stock24,505$1,279 萬0.4%−2,219−8.3%減碼歷史
PFEPfizer IncStock329,728$1,209 萬0.4%+1,414+0.4%加碼歷史
ABTAbbott LaboratoriesStock107,715$1,174 萬0.4%+7,044+7.0%加碼歷史
AMDAdvanced Micro Devices IncStock102,077$1,163 萬0.4%+5,980+6.2%加碼歷史
LOWLowes Companies IncStock50,566$1,141 萬0.3%+1,813+3.7%加碼歷史
BACBank of America CorpStock394,015$1,130 萬0.3%+34,911+9.7%加碼歷史
LINLinde PLCStock27,757$1,058 萬0.3%+2,842+11.4%加碼歷史
SBUXStarbucks CorpStock103,387$1,024 萬0.3%+1,139+1.1%加碼歷史
AMATApplied Materials IncStock68,190$985.6 萬0.3%+2,234+3.4%加碼歷史
COPConocoPhillipsStock94,771$981.9 萬0.3%+6,733+7.6%加碼歷史
HONHoneywell International IncCOM47,051$976.3 萬0.3%+3,720+8.6%加碼歷史
NKENIKE, Inc.Stock87,624$967.1 萬0.3%−5,630−6.0%減碼歷史
DHRDanaher CorpStock39,995$959.9 萬0.3%+2,400+6.4%加碼歷史
RTXRTX CorpStock96,580$946.1 萬0.3%+1,245+1.3%加碼歷史
NEENextera Energy IncStock126,244$936.7 萬0.3%+7,368+6.2%加碼歷史
AXPAmerican Express CoStock51,795$902.3 萬0.3%+2,637+5.4%加碼歷史
CATCaterpillar IncStock36,091$888.0 萬0.3%+2,627+7.9%加碼歷史
MSMorgan StanleyStock102,296$873.6 萬0.3%+4,282+4.4%加碼歷史
AMGNAmgen IncStock39,174$869.7 萬0.3%−1,095−2.7%減碼歷史
VRTXVertex Pharmaceuticals IncStock24,260$853.7 萬0.3%+1,884+8.4%加碼歷史
SPGIS&P Global Inc.Stock21,225$850.9 萬0.3%+1,495+7.6%加碼歷史
SYKStryker CorpStock27,786$847.7 萬0.3%+673+2.5%加碼歷史
NOWServiceNow, Inc.Stock14,980$841.8 萬0.3%+665+4.6%加碼歷史
INTUIntuit Inc.Stock18,071$828.0 萬0.3%+2,318+14.7%加碼歷史
UNPUnion Pacific CorpStock40,104$820.6 萬0.3%+3,264+8.9%加碼歷史
TJXTJX Companies IncStock95,540$810.1 萬0.2%+6,902+7.8%加碼歷史
ISRGIntuitive Surgical IncCOM NEW23,428$801.1 萬0.2%+1,985+9.3%加碼歷史
ELVElevance Health, Inc.Stock17,994$799.4 萬0.2%+1,103+6.5%加碼歷史
GSGoldman Sachs Group IncStock24,593$793.2 萬0.2%+1,786+7.8%加碼歷史
UPSUnited Parcel Service IncStock44,138$791.2 萬0.2%−3,441−7.2%減碼歷史
LRCXLam Research CorpCOM12,033$773.5 萬0.2%+1,030+9.4%加碼歷史
ETNEaton Corp plcStock38,137$766.9 萬0.2%+1,883+5.2%加碼歷史
LMTLockheed Martin CorpStock16,550$761.9 萬0.2%+487+3.0%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock40,134$754.8 萬0.2%+2,971+8.0%加碼歷史
WFCWells Fargo & CompanyStock175,378$748.5 萬0.2%+22,087+14.4%加碼歷史
PLDPrologis, Inc.REIT60,673$744.0 萬0.2%+4,474+8.0%加碼歷史
GILDGilead Sciences, Inc.Stock95,885$739.0 萬0.2%+9,015+10.4%加碼歷史
DEDeere & CoStock17,628$714.3 萬0.2%+448+2.6%加碼歷史
DISWalt Disney CoStock79,874$713.1 萬0.2%−10,612−11.7%減碼歷史
BMYBristol Myers Squibb CoStock111,172$710.9 萬0.2%−8,237−6.9%減碼歷史
GEGeneral Electric CoStock64,119$704.3 萬0.2%+3,840+6.4%加碼歷史
QCOMQualcomm IncStock58,693$698.7 萬0.2%−4,697−7.4%減碼歷史
MDLZMondelez International, Inc.Stock95,715$698.1 萬0.2%+3,410+3.7%加碼歷史
INTCIntel CorpStock208,395$696.9 萬0.2%+28,163+15.6%加碼歷史
ADPAutomatic Data Processing IncStock31,697$696.7 萬0.2%+3,850+13.8%加碼歷史
CICigna GroupStock24,816$696.3 萬0.2%+406+1.7%加碼歷史
BKNGBooking Holdings Inc.Stock2,563$692.1 萬0.2%+96+3.9%加碼歷史
HCAHCA Healthcare, Inc.COM22,644$687.2 萬0.2%+142+0.6%加碼歷史
NVONovo Nordisk A SADR40,750$659.5 萬0.2%+3,082+8.2%加碼歷史
PMPhilip Morris International Inc.Stock66,501$649.2 萬0.2%+3,937+6.3%加碼歷史
BABoeing CoStock30,100$635.6 萬0.2%−1,380−4.4%減碼歷史
MDTMedtronic plcStock71,710$631.8 萬0.2%+6,648+10.2%加碼歷史
WMWaste Management IncStock36,265$628.9 萬0.2%+2,504+7.4%加碼歷史
BLKBlackRock, Inc.COM9,052$625.6 萬0.2%+620+7.4%加碼歷史
ZTSZoetis Inc.Stock36,113$621.9 萬0.2%+3,406+10.4%加碼歷史
TMUST-Mobile US, Inc.Stock43,945$610.4 萬0.2%+2,486+6.0%加碼歷史
ASMLASML Holding NVADR8,339$604.4 萬0.2%+430+5.4%加碼歷史
SNPSSynopsys IncCOM13,749$598.6 萬0.2%+610+4.6%加碼歷史
PGRProgressive CorpStock44,951$595.0 萬0.2%−749−1.6%減碼歷史
VZVerizon Communications IncStock158,800$590.6 萬0.2%−68,293−30.1%減碼歷史
ORLYO Reilly Automotive IncStock6,047$577.7 萬0.2%+359+6.3%加碼歷史
ADIAnalog Devices IncStock29,471$574.1 萬0.2%+1,461+5.2%加碼歷史
CCitigroup IncStock120,658$555.5 萬0.2%+17,728+17.2%加碼歷史
ITWIllinois Tool Works IncStock22,134$553.7 萬0.2%+583+2.7%加碼歷史
SOSouthern CoStock78,171$549.2 萬0.2%+9,793+14.3%加碼歷史

2023 年第 1 季之後清倉（92 檔）

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

JustInvest LLC 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
ABBNYABB LtdSPONSORED ADR48,752$167.2 萬0.1%歷史
TRIThomson Reuters CorpCOM NEW7,047$91.7 萬<0.1%歷史
CATYCathay General BancorpCOM21,152$73.0 萬<0.1%歷史
PBProsperity Bancshares IncCOM11,191$68.8 萬<0.1%歷史
AZPNAspen Technology, Inc.COM2,743$62.8 萬<0.1%歷史
FNBFNB CorpCOM50,541$58.6 萬<0.1%歷史
ASBAssociated Banc-CorpCOM28,739$51.7 萬<0.1%歷史
SYNASYNAPTICS IncStock4,640$51.6 萬<0.1%歷史
FYBRFrontier Communications Parent, Inc.COM22,424$51.1 萬<0.1%歷史
FULTFulton Financial CorpCOM35,681$49.3 萬<0.1%歷史
UBSIUnited Bankshares IncCOM13,863$48.8 萬<0.1%歷史
PENNPENN Entertainment, Inc.COM16,046$47.6 萬<0.1%歷史
NVSTEnvista Holdings CorpCOM11,369$46.5 萬<0.1%歷史
ZDZiff Davis, Inc.COM5,870$45.8 萬<0.1%歷史
WTFCWintrust Financial CorpCOM6,109$44.6 萬<0.1%歷史
OSHOak Street Health, Inc.COM11,506$44.5 萬<0.1%歷史
iShares Core S&P Mid-Cap ETF464287507ETF1,770$44.3 萬<0.1%–
SRSpire IncCOM6,244$43.8 萬<0.1%歷史
FLFoot Locker, Inc.COM11,011$43.7 萬<0.1%歷史
ROCCBaytex Energy USA, Inc.COM9,498$38.8 萬<0.1%歷史
iShares Russell 1000 Growth ETF464287614ETF1,579$38.6 萬<0.1%–
CRICarters IncCOM5,280$38.0 萬<0.1%歷史
CXTCrane NXT, Co.COM3,133$35.6 萬<0.1%歷史
TNDMTandem Diabetes Care IncCOM NEW8,598$34.9 萬<0.1%歷史
CADECadence BancorporationEQUITY US CM16,528$34.3 萬<0.1%歷史
ASHAshland Inc.COM3,325$34.2 萬<0.1%歷史
WAFDWafd IncStock11,040$33.3 萬<0.1%歷史
Paramount Global92556H107CL A12,505$32.3 萬<0.1%–
CRUSCirrus Logic, Inc.Stock2,845$31.1 萬<0.1%歷史
XMQualtrics International Inc.COM CL A17,264$30.8 萬<0.1%歷史
ACIWAci Worldwide, Inc.Stock11,374$30.7 萬<0.1%歷史
HELEHelen of Troy LtdStock3,045$29.0 萬<0.1%歷史
NARIInari Medical, Inc.Stock4,429$27.3 萬<0.1%歷史
UNFUnifirst CorpCOM1,548$27.3 萬<0.1%歷史
SSTKShutterstock, Inc.COM3,477$25.2 萬<0.1%歷史
WMKWeis Markets IncCOM2,964$25.1 萬<0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM2,200$25.0 萬<0.1%歷史
Shaw Communications Inc82028K200CL B CONV8,244$24.7 萬<0.1%–
LBRDALiberty Broadband CorpCOM SER A2,966$24.4 萬<0.1%歷史
iShares Russell 1000 Value ETF464287598ETF1,586$24.1 萬<0.1%–
ADNTAdient plcStock5,895$24.1 萬<0.1%歷史
LBTYKLiberty Global Ltd.SHS CL C11,789$24.0 萬<0.1%歷史
THRMGentherm IncCOM3,775$22.8 萬<0.1%歷史
MCMoelis & CoCL A5,929$22.8 萬<0.1%歷史
PLUSEplus IncCOM4,600$22.6 萬<0.1%歷史
MRCYMercury Systems IncCOM4,385$22.4 萬<0.1%歷史
BNTXBioNTech SESPONSORED ADS1,788$22.3 萬<0.1%歷史
STRAStrategic Education, Inc.COM2,475$22.2 萬<0.1%歷史
IRTCiRhythm Holdings, Inc.COM1,788$22.2 萬<0.1%歷史
HCPHashiCorp, Inc.COM CL A7,538$22.1 萬<0.1%歷史
SCLStepan CoCOM2,124$21.9 萬<0.1%歷史
UCBUnited Community Banks IncCOM7,729$21.7 萬<0.1%歷史
STSensata Technologies Holding plcSHS4,261$21.3 萬<0.1%歷史
BLBlackline, Inc.COM3,173$21.3 萬<0.1%歷史
ASOAcademy Sports & Outdoors, Inc.COM3,259$21.3 萬<0.1%歷史
NGVTIngevity CorpCOM2,966$21.2 萬<0.1%歷史
HNIHni CorpStock7,580$21.1 萬<0.1%歷史
CALYCallaway Golf CoCOM9,766$21.1 萬<0.1%歷史
CBUCommunity Financial System, Inc.COM4,013$21.1 萬<0.1%歷史
CALMCal-Maine Foods IncCOM NEW3,365$20.5 萬<0.1%歷史
PACWPacwest BancorpCOM20,406$19.9 萬<0.1%歷史
GDSGDS Holdings LtdSPONSORED ADS10,511$19.6 萬<0.1%歷史
ESIElement Solutions IncCOM10,103$19.5 萬<0.1%歷史
XRXXerox Holdings CorpCOM NEW10,268$15.8 萬<0.1%歷史
AKRAcadia Realty TrustCOM SH BEN INT10,610$14.8 萬<0.1%歷史
First Rep BK San Francisco C33616C100COM10,246$14.3 萬<0.1%–
HCMHUTCHMED (China) LtdSPONSORED ADS10,075$13.1 萬<0.1%歷史
NXDTNexpoint Diversified Real Estate TrustCOM NEW10,465$10.9 萬<0.1%歷史
LYFTLyft, Inc.CL A COM11,390$10.6 萬<0.1%歷史
HPPHudson Pacific Properties, Inc.COM15,694$10.4 萬<0.1%歷史
Yamana Gold Inc98462Y100COM17,430$10.2 萬<0.1%–
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS11,315$10.0 萬<0.1%歷史
UAUnder Armour, Inc.CL C11,203$9.56 萬<0.1%歷史
BRMKBroadmark Realty Capital Inc.COM16,506$7.76 萬<0.1%歷史
CIMChimera Investment CorpCOM NEW10,319$5.82 萬<0.1%歷史
OLPXOlaplex Holdings, Inc.COM10,455$4.46 萬<0.1%歷史
Credit Suisse Group225401108SPONSORED ADR44,431$4.09 萬<0.1%–
ATAIAtai Beckley N.V.SHS11,472$2.08 萬<0.1%歷史
TUYATuya Inc.SPONSERED ADS10,005$1.89 萬<0.1%歷史
MOBMobilicom LtdSPON ADS10,456$1.47 萬<0.1%歷史
CTEVClaritev CorpCOM12,545$1.33 萬<0.1%歷史
MKFGMarkforged Holding CorpCOM10,664$1.02 萬<0.1%歷史
TKLFTokyo Lifestyle Co., Ltd.SPONSORED ADS10,048$9,847<0.1%歷史
GTEGran Tierra Energy Inc.COM10,785$9,481<0.1%歷史
OGIOrganigram Global Inc.COM13,471$8,621<0.1%歷史
Affimed N VN01045108COM11,545$8,608<0.1%–
ASTRAstra Space, Inc.Common Stock16,479$7,004<0.1%歷史
SIDUSidus Space Inc.CLASS A COM11,269$6,210<0.1%歷史
SSMSono Group N.V.COM12,817$4,728<0.1%歷史
WGSGeneDx Holdings Corp.COMMON STOCK11,005$4,017<0.1%歷史
HGENHumanigen, IncCOM NEW17,703$2,540<0.1%歷史
XELAExela Technologies, Inc.COM NEW10,926$425<0.1%歷史