跳到主要內容

JustInvest LLC

SEC CIK
0001767306
最新申報
2026/8/11

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/8/11 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
2,242
較 2026 年第 1 季 +77
總值
$121.9 億
較 2026 年第 1 季 +$20.0 億 (+19.7%)
申報日
2026/8/11
SEC
JustInvest LLC 在 2026 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
NVDANVIDIA CorpStock3,838,871$7.68 億6.3%+94,183+2.5%加碼歷史
AAPLApple Inc.Stock2,468,212$7.14 億5.9%+106,360+4.5%加碼歷史
GOOGLAlphabet Inc.Stock1,239,374$4.43 億3.6%+73,957+6.3%加碼歷史
MSFTMicrosoft CorpStock1,106,284$4.13 億3.4%+4,712+0.4%加碼歷史
AMZNAmazon Com IncStock1,460,229$3.48 億2.9%+62,732+4.5%加碼歷史
AVGOBroadcom Inc.Stock834,264$3.15 億2.6%+27,468+3.4%加碼歷史
MUMicron Technology IncStock180,196$2.08 億1.7%+16,369+10.0%加碼歷史
GOOGAlphabet Inc.Stock566,892$2.00 億1.6%+4,886+0.9%加碼歷史
METAMeta Platforms, Inc.Stock325,106$1.83 億1.5%−5,024−1.5%減碼歷史
LLYEli Lilly & CoStock151,203$1.81 億1.5%+10,133+7.2%加碼歷史
JPMJPMorgan Chase & CoStock542,873$1.78 億1.5%+40,408+8.0%加碼歷史
TSLATesla, Inc.Stock414,776$1.74 億1.4%+20,753+5.3%加碼歷史
AMDAdvanced Micro Devices IncStock254,343$1.48 億1.2%+23,000+9.9%加碼歷史
BRK.BBerkshire Hathaway IncStock248,941$1.25 億1.0%+8,648+3.6%加碼歷史
VVisa Inc.Stock316,085$1.08 億0.9%+29,213+10.2%加碼歷史
AMATApplied Materials IncStock145,211$1.05 億0.9%+1,635+1.1%加碼歷史
LRCXLam Research CorpStock231,375$1.00 億0.8%+7,737+3.5%加碼歷史
JNJJohnson & JohnsonStock364,217$9,250 萬0.8%+19,904+5.8%加碼歷史
CATCaterpillar IncStock84,762$9,026 萬0.7%+3,632+4.5%加碼歷史
WMTWalmart Inc.Stock786,348$8,906 萬0.7%−2,356−0.3%減碼歷史
CSCOCisco Systems, Inc.Stock700,256$8,225 萬0.7%+32,505+4.9%加碼歷史
ABBVAbbVie Inc.Stock323,012$8,128 萬0.7%+17,688+5.8%加碼歷史
XOMExxonMobil Holdings CorpCOM578,686$7,912 萬0.6%+8,381+1.5%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR159,102$7,598 萬0.6%+26,747+20.2%加碼歷史
INTCIntel CorpStock538,159$7,514 萬0.6%+87,734+19.5%加碼歷史
KLACKLA CorpCOM NEW242,115$7,305 萬0.6%+4,085+1.7%加碼依 10 比 1 拆股換算歷史
COSTCostco Wholesale CorpStock75,026$7,018 萬0.6%−3,579−4.6%減碼歷史
MAMastercard IncStock136,170$6,994 萬0.6%+889+0.7%加碼歷史
GEGeneral Electric CoStock159,486$5,960 萬0.5%+4,690+3.0%加碼歷史
UNHUnitedHealth Group IncStock134,704$5,599 萬0.5%+30,030+28.7%加碼歷史
GSGoldman Sachs Group IncStock54,465$5,508 萬0.5%+4,082+8.1%加碼歷史
MRKMerck & Co., Inc.Stock425,518$5,468 萬0.4%+15,660+3.8%加碼歷史
BACBank of America CorpStock947,094$5,397 萬0.4%+7,399+0.8%加碼歷史
HDHome Depot, Inc.Stock147,471$5,201 萬0.4%+5,393+3.8%加碼歷史
GEVGE Vernova Inc.Stock43,977$5,167 萬0.4%+699+1.6%加碼歷史
NFLXNetflix IncStock701,797$5,011 萬0.4%−32,412−4.4%減碼歷史
SNDKSandisk CorpCOM21,070$4,791 萬0.4%+5,093+31.9%加碼歷史
ORCLOracle CorpStock325,428$4,769 萬0.4%+30,477+10.3%加碼歷史
KOCoca Cola CoStock583,394$4,741 萬0.4%+24,352+4.4%加碼歷史
ASMLASML Holding NVADR23,608$4,697 萬0.4%+2,202+10.3%加碼歷史
TJXTJX Companies IncStock298,148$4,517 萬0.4%+66,430+28.7%加碼歷史
MSMorgan StanleyStock214,934$4,493 萬0.4%+10,732+5.3%加碼歷史
PGProcter & Gamble CoStock302,505$4,436 萬0.4%+10,374+3.6%加碼歷史
PANWPalo Alto Networks IncStock128,750$4,391 萬0.4%+16,491+14.7%加碼歷史
APHAmphenol CorpCL A245,093$4,321 萬0.4%+12,800+5.5%加碼歷史
TXNTexas Instruments IncStock144,337$4,302 萬0.4%+26,988+23.0%加碼歷史
RTXRTX CorpStock224,544$4,260 萬0.3%+4,288+1.9%加碼歷史
WDCWestern Digital CorpCOM65,892$4,209 萬0.3%+2,708+4.3%加碼歷史
STXSeagate Technology Holdings plcORD SHS41,574$4,012 萬0.3%+1,127+2.8%加碼歷史
GLWCorning IncCOM154,382$3,943 萬0.3%+2,052+1.3%加碼歷史
CVXChevron CorpStock237,649$3,939 萬0.3%+1,588+0.7%加碼歷史
PMPhilip Morris International Inc.Stock216,839$3,923 萬0.3%+6,682+3.2%加碼歷史
IBMInternational Business Machines CorpStock136,885$3,849 萬0.3%+11,100+8.8%加碼歷史
AMGNAmgen IncStock105,365$3,815 萬0.3%+9,336+9.7%加碼歷史
CCitigroup IncStock262,954$3,680 萬0.3%+6,575+2.6%加碼歷史
LINLinde PLCStock69,000$3,581 萬0.3%+12,000+21.1%加碼歷史
PLTRPalantir Technologies Inc.Stock301,158$3,514 萬0.3%−10,359−3.3%減碼歷史
ETNEaton Corp plcStock81,722$3,482 萬0.3%+5,553+7.3%加碼歷史
AXPAmerican Express CoStock96,697$3,271 萬0.3%+6,848+7.6%加碼歷史
WFCWells Fargo & CompanyStock395,099$3,265 萬0.3%−379−0.1%減碼歷史
ADIAnalog Devices IncStock81,383$3,232 萬0.3%+6,615+8.8%加碼歷史
MRVLMarvell Technology, Inc.COM105,141$3,132 萬0.3%+11,782+12.6%加碼歷史
DEDeere & CoStock47,264$2,998 萬0.2%+5,959+14.4%加碼歷史
ANETArista Networks, Inc.Stock171,945$2,921 萬0.2%+6,198+3.7%加碼歷史
UNPUnion Pacific CorpStock106,722$2,903 萬0.2%+17,003+19.0%加碼歷史
NEENextera Energy IncStock325,866$2,860 萬0.2%−7,420−2.2%減碼歷史
MCDMcDonalds CorpStock104,467$2,824 萬0.2%−11,546−10.0%減碼歷史
GILDGilead Sciences, Inc.Stock211,436$2,671 萬0.2%−1,595−0.7%減碼歷史
QCOMQualcomm IncStock140,207$2,591 萬0.2%+15,394+12.3%加碼歷史
TMOThermo Fisher Scientific Inc.Stock49,988$2,506 萬0.2%−2,872−5.4%減碼歷史
CMICummins IncStock33,793$2,410 萬0.2%+482+1.4%加碼歷史
ISRGIntuitive Surgical IncCOM NEW58,295$2,318 萬0.2%−2,245−3.7%減碼歷史
BKNGBooking Holdings Inc.Stock129,078$2,301 萬0.2%+3,103+2.5%加碼依 25 比 1 拆股換算歷史
PEPPepsiCo IncStock169,766$2,299 萬0.2%−20,176−10.6%減碼歷史
CBChubb LtdStock67,373$2,296 萬0.2%+1,279+1.9%加碼歷史
BLKBlackRock, Inc.Stock23,708$2,280 萬0.2%+494+2.1%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock28,437$2,170 萬0.2%+5,069+21.7%加碼歷史
VRTXVertex Pharmaceuticals IncStock43,151$2,143 萬0.2%+1,528+3.7%加碼歷史
PGRProgressive CorpStock98,092$2,143 萬0.2%−105−0.1%減碼歷史
ABTAbbott LaboratoriesStock235,178$2,134 萬0.2%−12,816−5.2%減碼歷史
ADPAutomatic Data Processing IncStock94,419$2,115 萬0.2%+21,134+28.8%加碼歷史
WELLWelltower Inc.REIT92,710$2,104 萬0.2%+1,339+1.5%加碼歷史
PHParker-Hannifin CorpStock21,317$2,085 萬0.2%+769+3.7%加碼歷史
APPAppLovin CorpCOM CL A40,258$2,074 萬0.2%+2,787+7.4%加碼歷史
LOWLowes Companies IncStock93,229$2,056 萬0.2%−7,513−7.5%減碼歷史
TTTrane Technologies plcSHS41,614$2,044 萬0.2%+126+0.3%加碼歷史
VZVerizon Communications IncStock467,463$1,979 萬0.2%+12,078+2.7%加碼歷史
NVSNovartis AGADR126,054$1,976 萬0.2%+5,419+4.5%加碼歷史
TAT&T Inc.Stock949,954$1,966 萬0.2%−44,293−4.5%減碼歷史
BNYBank of New York Mellon CorpStock134,890$1,951 萬0.2%+4,573+3.5%加碼歷史
PWRQuanta Services, Inc.COM27,008$1,945 萬0.2%+1,102+4.3%加碼歷史
FTNTFortinet, Inc.Stock126,199$1,939 萬0.2%−423−0.3%減碼歷史
COFCapital One Financial CorpStock96,516$1,936 萬0.2%−177−0.2%減碼歷史
DELLDell Technologies Inc.Stock44,795$1,933 萬0.2%+3,717+9.0%加碼歷史
DISWalt Disney CoStock199,560$1,921 萬0.2%+15,519+8.4%加碼歷史
MPCMarathon Petroleum CorpStock73,142$1,870 萬0.2%+3,907+5.6%加碼歷史
SCHWSchwab Charles CorpStock198,471$1,831 萬0.2%−6,822−3.3%減碼歷史
LMTLockheed Martin CorpStock35,818$1,825 萬0.1%+572+1.6%加碼歷史
CDNSCadence Design Systems IncStock48,227$1,810 萬0.1%+2,731+6.0%加碼歷史
DUKDuke Energy CORPStock142,989$1,810 萬0.1%+6,914+5.1%加碼歷史

2026 年第 1 季之後清倉(115 檔)

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 115 檔。

JustInvest LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM88,906$2,010 萬0.2%歷史
CTRACoterra Energy Inc.Stock99,379$349.2 萬<0.1%歷史
HOLXHologic IncCOM33,753$255.1 萬<0.1%歷史
MASIMasimo CorpCOM10,251$182.3 萬<0.1%歷史
TERNTerns Pharmaceuticals, Inc.COM22,676$119.5 萬<0.1%歷史
TRIThomson Reuters CorpCOM NO PAR11,491$103.4 萬<0.1%歷史
ALSumisho Air Lease CorpCL A12,948$84.1 萬<0.1%歷史
ACLXArcellx, Inc.COMMON STOCK5,839$67.0 萬<0.1%歷史
PHIPLDT Inc.SPONSORED ADR31,420$66.1 萬<0.1%歷史
TPHTri Pointe Homes, Inc.COM13,229$61.8 萬<0.1%歷史
CWANClearwater Analytics Holdings, Inc.CL A25,433$60.1 萬<0.1%歷史
iShares Tr46435U663ESG AWARE MSCI11,415$53.7 萬<0.1%–
FOLDAmicus Therapeutics, Inc.COM36,983$53.5 萬<0.1%歷史
SEESealed Air CorpCOM10,249$43.1 萬<0.1%歷史
iShares Russell Midcap ETF464287499ETF4,419$43.0 萬<0.1%–
WAYWaystar Holding Corp.COM16,540$39.9 萬<0.1%歷史
SAMBoston Beer Co IncCL A1,643$37.9 萬<0.1%歷史
Carnival Corp Ltd.14365C103ADR14,589$37.6 萬<0.1%–
OLEDUniversal Display CorpCOM3,872$35.5 萬<0.1%歷史
WIXWix.com Ltd.SHS3,808$34.3 萬<0.1%歷史
SHAKShake Shack Inc.CL A3,596$31.8 萬<0.1%歷史
SITESiteOne Landscape Supply, Inc.COM2,278$30.3 萬<0.1%歷史
DMCDel Monte CorpORD7,383$29.7 萬<0.1%歷史
SPDR Index Shs FDS78463X756ST MARKE CAP ETF4,452$29.4 萬<0.1%–
CALXCalix, IncCOM5,568$27.3 萬<0.1%歷史
EYENational Vision Holdings, Inc.COM10,240$26.5 萬<0.1%歷史
PATKPatrick Industries IncCOM2,360$26.2 萬<0.1%歷史
CSGSCSG Systems International IncCOM3,188$25.5 萬<0.1%歷史
FFWMFirst Foundation Inc.COM42,678$25.2 萬<0.1%歷史
SLVMSylvamo CorpCOMMON STOCK5,882$24.8 萬<0.1%歷史
ATRCAtriCure, Inc.COM8,635$24.6 萬<0.1%歷史
CRSPCRISPR Therapeutics AGNAMEN AKT5,073$24.1 萬<0.1%歷史
EFOREverforth IncCOM6,004$23.2 萬<0.1%歷史
TXTernium S.A.SPONSORED ADS5,715$22.9 萬<0.1%歷史
HWKNHawkins IncCOM1,475$22.7 萬<0.1%歷史
Vanguard Total World Stock ETF922042742ETF1,633$22.6 萬<0.1%–
GSHDGoosehead Insurance, Inc.COM CL A5,169$22.1 萬<0.1%歷史
KWKennedy-Wilson Holdings, Inc.COM20,337$22.0 萬<0.1%歷史
STELStellar Bancorp, Inc.COM6,009$22.0 萬<0.1%歷史
KRMNKarman Holdings Inc.COMMON STOCK2,730$21.9 萬<0.1%歷史
FIVNFive9, Inc.COM14,147$21.5 萬<0.1%歷史
BLFYBlue Foundry BancorpCOM15,926$21.1 萬<0.1%歷史
WASHWashington Trust Bancorp IncCOM6,285$21.0 萬<0.1%歷史
STEPStepStone Group Inc.COM CL A4,366$20.8 萬<0.1%歷史
MDYSPDR S&P Midcap 400 ETF TrustETF336$20.7 萬<0.1%歷史
NGVTIngevity CorpCOM2,867$20.4 萬<0.1%歷史
SSTKShutterstock, Inc.COM12,164$20.2 萬<0.1%歷史
AMPHAmphastar Pharmaceuticals, Inc.COM10,290$20.2 萬<0.1%歷史
ADUSAddus HomeCare CorpCOM2,145$20.1 萬<0.1%歷史
MATMattel IncCOM13,424$19.5 萬<0.1%歷史
ARCCAres Capital CorpCEF10,811$19.5 萬<0.1%歷史
MNROMonro, Inc.COM10,163$16.3 萬<0.1%歷史
ONTFON24 Inc.COM18,968$15.4 萬<0.1%歷史
EYPTEyePoint, Inc.COM NEW11,122$14.3 萬<0.1%歷史
SONOSonos IncCOM10,493$14.1 萬<0.1%歷史
CCUUnited Breweries Co IncSPONSORED ADR12,260$13.9 萬<0.1%歷史
DRVNDriven Brands Holdings Inc.COM10,851$13.7 萬<0.1%歷史
QNSTQuinstreet, IncCOM10,816$13.0 萬<0.1%歷史
RLJRLJ Lodging TrustCOM16,884$12.5 萬<0.1%歷史
MGNIMagnite, Inc.COM10,311$12.2 萬<0.1%歷史
ANGOAngiodynamics IncCOM10,327$11.7 萬<0.1%歷史
DRHDiamondRock Hospitality CoCOM11,646$10.9 萬<0.1%歷史
NRDSNerdwallet, Inc.COM CL A10,499$10.9 萬<0.1%歷史
Bitfarms Ltd Com09173B107Stock49,847$9.72 萬<0.1%–
PTLOPortillo's Inc.COM CL A17,274$9.14 萬<0.1%歷史
EWCZEuropean Wax Center, Inc.CLASS A COM15,751$9.10 萬<0.1%歷史
SIGASiga Technologies IncCOM15,868$8.49 萬<0.1%歷史
CTKBCytek Biosciences, Inc.COM19,066$8.33 萬<0.1%歷史
MLCOMelco Resorts & Entertainment LTDADR14,443$8.20 萬<0.1%歷史
MCWMister Car Wash, Inc.COM11,762$8.20 萬<0.1%歷史
VYXNCR Voyix CorpCOM12,927$8.18 萬<0.1%歷史
SLDBSolid Biosciences Inc.COM NEW11,103$7.99 萬<0.1%歷史
AVAHAveanna Healthcare Holdings, Inc.COM12,006$7.73 萬<0.1%歷史
CLYMClimb Bio, Inc.COM11,204$7.67 萬<0.1%歷史
DBIDesigner Brands Inc.CL A13,194$7.51 萬<0.1%歷史
AMCXAMC Global Media Inc.CL A10,902$7.40 萬<0.1%歷史
ARDXArdelyx, Inc.COM10,810$6.48 萬<0.1%歷史
GTNGray Media, IncCOM14,898$6.47 萬<0.1%歷史
AVIRAtea Pharmaceuticals, Inc.COM11,464$6.17 萬<0.1%歷史
VOXRVox Royalty Corp.COM11,737$6.15 萬<0.1%歷史
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT10,210$6.05 萬<0.1%歷史
XNETXunlei LtdSPONSORED ADS10,364$5.76 萬<0.1%歷史
SGMTSagimet Biosciences Inc.COM SER A10,454$5.46 萬<0.1%歷史
XFORX4 Pharmaceuticals, IncCOM NEW11,525$4.76 萬<0.1%歷史
UDMYUdemy, Inc.COM10,247$4.73 萬<0.1%歷史
GOGOGogo Inc.COM10,494$4.22 萬<0.1%歷史
AUIDauthID Inc.COM24,269$3.15 萬<0.1%歷史
MENSJyong Biotech Ltd.SHS13,927$2.99 萬<0.1%歷史
AFCGAdvanced Flower Capital Inc.COM10,588$2.99 萬<0.1%歷史
CLVTClarivate PLCORD SHS11,653$2.95 萬<0.1%歷史
SLMTBrera Holdings PLCCOM CL B NEW33,813$2.65 萬<0.1%歷史
IBIOiBio, Inc.COM NEW12,180$2.31 萬<0.1%歷史
BDTXBlack Diamond Therapeutics, Inc.COM10,380$2.21 萬<0.1%歷史
NRDYNerdy Inc.CL A COM25,892$2.11 萬<0.1%歷史
BMEABiomea Fusion, Inc.COM13,703$2.10 萬<0.1%歷史
DCGODocGo Inc.COM32,473$2.04 萬<0.1%歷史
EGHT8X8 IncCOM12,122$2.01 萬<0.1%歷史
CCHHCCH Holdings LtdORD SHS31,436$2.01 萬<0.1%歷史
OCGOriental Culture Holding LTDCOM28,779$1.81 萬<0.1%歷史
MAPSWM Technology, Inc.COM27,270$1.80 萬<0.1%歷史