David Loasby
- SEC CIK
- 0001775863
- 最新申報
- 2026/2/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 407
- 較 2025 年第 1 季 +27
- 總值
- $11.8 億
- 較 2025 年第 1 季 +$1.67 億 (+16.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 941 | $52.1 萬 | <0.1% | −345−26.8% | 減碼 | – |
| WMWaste Management Inc | Stock | 2,342 | $53.6 萬 | <0.1% | +533+29.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 778 | $53.7 萬 | <0.1% | +191+32.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,154 | $53.8 萬 | <0.1% | −783−13.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,318 | $55.5 萬 | <0.1% | +284+27.5% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 4,680 | $55.6 萬 | <0.1% | +1,073+29.7% | 加碼 | 歷史 |
| TREXTrex Co Inc | COM | 8,798 | $55.8 萬 | <0.1% | +803+10.0% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 16,063 | $56.2 萬 | <0.1% | −462−2.8% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 15,097 | $56.7 萬 | <0.1% | +813+5.7% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 5,891 | $56.8 萬 | <0.1% | −56−0.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,180 | $57.0 萬 | <0.1% | +36+3.1% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 2,590 | $57.5 萬 | <0.1% | −136−5.0% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,921 | $57.8 萬 | <0.1% | −283−8.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,951 | $57.9 萬 | <0.1% | +188+10.7% | 加碼 | 歷史 |
| BMOBank of Montreal | COM | 5,256 | $58.2 萬 | <0.1% | −1,890−26.4% | 減碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 10,133 | $58.6 萬 | <0.1% | −1,306−11.4% | 減碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 5,175 | $58.9 萬 | 0.1% | +984+23.5% | 加碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 11,205 | $59.0 萬 | 0.1% | +669+6.3% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 8,829 | $59.3 萬 | 0.1% | +1,362+18.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,296 | $59.3 萬 | 0.1% | −82−2.4% | 減碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 11,258 | $59.7 萬 | 0.1% | −2,373−17.4% | 減碼 | – |
| CHDChurch & Dwight Co Inc | COM | 6,388 | $60.0 萬 | 0.1% | +182+2.9% | 加碼 | 歷史 |
| POOLPool Corp | COM | 1,962 | $60.6 萬 | 0.1% | +317+19.3% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,824 | $62.2 萬 | 0.1% | +272+17.5% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 973 | $63.9 萬 | 0.1% | −58−5.6% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,287 | $64.4 萬 | 0.1% | +696+43.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,524 | $64.4 萬 | 0.1% | +254+11.2% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,854 | $64.5 萬 | 0.1% | −439−19.1% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,700 | $65.3 萬 | 0.1% | +617+20.0% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 1,469 | $65.3 萬 | 0.1% | −124−7.8% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 9,707 | $66.3 萬 | 0.1% | +1,362+16.3% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 6,754 | $66.9 萬 | 0.1% | +1,114+19.8% | 加碼依 15 比 1 拆股換算 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 6,424 | $67.1 萬 | 0.1% | −9−0.1% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 11,437 | $67.5 萬 | 0.1% | +20+0.2% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 1,588 | $69.1 萬 | 0.1% | −117−6.9% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 8,867 | $69.5 萬 | 0.1% | −3,347−27.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,779 | $69.8 萬 | 0.1% | −941−5.6% | 減碼 | 歷史 |
| BCPCBalchem Corp | COM | 4,623 | $70.3 萬 | 0.1% | +263+6.0% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 9,641 | $70.8 萬 | 0.1% | +1,501+18.4% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 11,180 | $71.7 萬 | 0.1% | +7,305+188.5% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 14,932 | $71.7 萬 | 0.1% | −1,598−9.7% | 減碼 | – |
| KKRKKR & Co. Inc. | COM | 5,093 | $72.6 萬 | 0.1% | +2,954+138.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 2,039 | $72.8 萬 | 0.1% | +71+3.6% | 加碼 | 歷史 |
| PLXSPlexus Corp | COM | 5,819 | $72.8 萬 | 0.1% | +159+2.8% | 加碼 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 5,298 | $73.1 萬 | 0.1% | +14+0.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,080 | $73.8 萬 | 0.1% | +1,170+40.2% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 17,426 | $74.1 萬 | 0.1% | −1,675−8.8% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,519 | $74.1 萬 | 0.1% | +782+45.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 8,545 | $74.3 萬 | 0.1% | +478+5.9% | 加碼 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 2,733 | $74.7 萬 | 0.1% | +16+0.6% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 9,163 | $74.8 萬 | 0.1% | +86+0.9% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 22,714 | $75.1 萬 | 0.1% | +2,792+14.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,305 | $76.4 萬 | 0.1% | +4,310+53.9% | 加碼 | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 19,300 | $77.5 萬 | 0.1% | −74,837−79.5% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 3,424 | $77.5 萬 | 0.1% | +113+3.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,628 | $80.0 萬 | 0.1% | +219+5.0% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 6,989 | $81.5 萬 | 0.1% | +1,455+26.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 31,858 | $81.5 萬 | 0.1% | −3,463−9.8% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 19,121 | $82.0 萬 | 0.1% | +373+2.0% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 16,052 | $82.1 萬 | 0.1% | +9,917+161.6% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 9,043 | $83.0 萬 | 0.1% | +4,720+109.2% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,980 | $83.7 萬 | 0.1% | +6,159+78.7% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,101 | $84.9 萬 | 0.1% | −2,008−24.8% | 減碼 | – |
| CPRTCopart Inc | COM | 18,682 | $85.0 萬 | 0.1% | −2,429−11.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,908 | $85.7 萬 | 0.1% | +487+14.2% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 9,076 | $85.9 萬 | 0.1% | +503+5.9% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 7,192 | $86.0 萬 | 0.1% | −108−1.5% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 5,448 | $86.4 萬 | 0.1% | +892+19.6% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 14,075 | $87.0 萬 | 0.1% | −2,400−14.6% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 11,816 | $88.2 萬 | 0.1% | +2,416+25.7% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 14,157 | $88.4 萬 | 0.1% | +1,816+14.7% | 加碼 | 歷史 |
| MASMasco Corp | COM | 13,237 | $91.1 萬 | 0.1% | −988−6.9% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 3,205 | $92.4 萬 | 0.1% | +204+6.8% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 856 | $93.5 萬 | 0.1% | −195−18.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 33,846 | $93.9 萬 | 0.1% | −7,139−17.4% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 28,994 | $94.3 萬 | 0.1% | +2,952+11.3% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,303 | $95.4 萬 | 0.1% | +109+2.6% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 10,312 | $95.7 萬 | 0.1% | +564+5.8% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 14,203 | $95.8 萬 | 0.1% | −2,708−16.0% | 減碼 | – |
| MPWRMonolithic Power Systems, Inc. | COM | 1,223 | $96.1 萬 | 0.1% | +231+23.3% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 10,842 | $96.4 萬 | 0.1% | −611−5.3% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,088 | $97.2 萬 | 0.1% | −1,146−21.9% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 7,238 | $98.0 萬 | 0.1% | +356+5.2% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 31,667 | $98.3 萬 | 0.1% | −2,546−7.4% | 減碼 | – |
| SYKStryker Corp | Stock | 2,610 | $98.6 萬 | 0.1% | +385+17.3% | 加碼 | 歷史 |
| EXLSExlService Holdings, Inc. | COM | 23,410 | $98.7 萬 | 0.1% | +51+0.2% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 17,136 | $98.9 萬 | 0.1% | +203+1.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,278 | $99.2 萬 | 0.1% | +333+35.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 42,802 | $100.5 萬 | 0.1% | +4,157+10.8% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 7,428 | $103.3 萬 | 0.1% | +103+1.4% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 12,525 | $103.6 萬 | 0.1% | −472−3.6% | 減碼 | – |
| CARRCarrier Global Corp | Stock | 15,518 | $103.8 萬 | 0.1% | +1,117+7.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,125 | $104.1 萬 | 0.1% | +934+7.7% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 7,966 | $104.1 萬 | 0.1% | −64−0.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,403 | $111.3 萬 | 0.1% | +291+13.8% | 加碼 | 歷史 |
| RBCRBC Bearings INC | COM | 2,784 | $111.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,517 | $112.6 萬 | 0.1% | −705−31.7% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 10,929 | $114.6 萬 | 0.1% | −416−3.7% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 2,007 | $116.7 萬 | 0.1% | +93+4.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 25,638 | $118.3 萬 | 0.1% | −2,473−8.8% | 減碼 | – |
2025 年第 1 季之後清倉（18 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288653 | 10-20 YR TRS ETF | 8,544 | $85.0 萬 | 0.1% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,277 | $77.2 萬 | 0.1% | – |
| ALLAllstate Corp | Stock | 3,951 | $75.4 萬 | 0.1% | 歷史 |
| CTASCintas Corp | Stock | 3,164 | $64.1 萬 | 0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 3,512 | $55.7 萬 | 0.1% | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 11,273 | $44.3 萬 | <0.1% | – |
| CDWCDW Corp | COM | 2,117 | $31.1 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 4,909 | $23.5 萬 | <0.1% | – |
| TDGTransDigm Group INC | COM | 177 | $23.0 萬 | <0.1% | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 2,088 | $22.6 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 512 | $22.3 萬 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 717 | $20.8 萬 | <0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 600 | $20.6 萬 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 10,338 | $20.6 萬 | <0.1% | 歷史 |
| KRKroger Co | Stock | 2,995 | $20.3 萬 | <0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,152 | $20.3 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 3,309 | $20.3 萬 | <0.1% | 歷史 |
| OCCIOFS Credit Company, Inc. | COM | 15,579 | $9.97 萬 | <0.1% | 歷史 |