Vise Technologies, Inc.
- SEC CIK
- 0001812090
- 最新申報
- 2026/8/10
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 291
- 較 2022 年第 1 季 +40
- 總值
- $2.58 億
- 較 2022 年第 1 季 −$845.4 萬 (−3.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DHRDanaher Corp | Stock | 1,232 | $31.2 萬 | 0.1% | +1,232 | 新進 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 5,865 | $31.3 萬 | 0.1% | +5,865 | 新進 | – |
| PVHPVH Corp. | COM | 5,661 | $32.2 萬 | 0.1% | +5,661 | 新進 | 歷史 |
| HPQHP Inc | Stock | 9,855 | $32.3 萬 | 0.1% | −2,829−22.3% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,434 | $32.9 萬 | 0.1% | +1,283+59.6% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 5,242 | $32.9 萬 | 0.1% | +5,242 | 新進 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,116 | $32.9 萬 | 0.1% | +266+14.4% | 加碼 | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 9,462 | $32.9 萬 | 0.1% | +9,462 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 3,153 | $33.5 萬 | 0.1% | −786−20.0% | 減碼 | 歷史 |
| MFCManulife Financial Corp | COM | 19,319 | $33.5 萬 | 0.1% | +8,484+78.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,888 | $33.7 萬 | 0.1% | +17+0.9% | 加碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 10,147 | $33.9 萬 | 0.1% | +4,816+90.3% | 加碼 | 歷史 |
| EIXEdison International | Stock | 5,428 | $34.3 萬 | 0.1% | +5,428 | 新進 | 歷史 |
| CMICummins Inc | Stock | 1,772 | $34.3 萬 | 0.1% | −880−33.2% | 減碼 | 歷史 |
| BECNQxo Building Products, Inc. | COM | 6,727 | $34.5 萬 | 0.1% | +2,170+47.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 4,346 | $34.6 萬 | 0.1% | −2,228−33.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,208 | $34.9 萬 | 0.1% | +1,065+49.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 651 | $35.4 萬 | 0.1% | +651 | 新進 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 2,248 | $35.4 萬 | 0.1% | −5,893−72.4% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 7,722 | $35.5 萬 | 0.1% | +7,722 | 新進 | 歷史 |
| TDToronto Dominion Bank | Stock | 5,545 | $36.4 萬 | 0.1% | +2,230+67.3% | 加碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 4,216 | $36.4 萬 | 0.1% | +788+23.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 15,993 | $36.5 萬 | 0.1% | −48,055−75.0% | 減碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 5,150 | $36.8 萬 | 0.1% | −9,327−64.4% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,773 | $37.2 萬 | 0.1% | +684+62.8% | 加碼 | 歷史 |
| UBSUBS Group AG | Stock | 23,119 | $37.5 萬 | 0.1% | +9,723+72.6% | 加碼 | 歷史 |
| ASOAcademy Sports & Outdoors, Inc. | COM | 10,583 | $37.6 萬 | 0.1% | +3,276+44.8% | 加碼 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 64,534 | $38.1 萬 | 0.1% | +30,997+92.4% | 加碼 | 歷史 |
| PFSIPennyMac Financial Services, Inc. | COM | 8,715 | $38.1 萬 | 0.1% | +3,520+67.8% | 加碼 | 歷史 |
| TDCTeradata Corp | Stock | 10,391 | $38.5 萬 | 0.1% | +3,064+41.8% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 4,737 | $38.8 萬 | 0.2% | −1,914−28.8% | 減碼 | 歷史 |
| HBIHanesbrands Inc. | COM | 37,737 | $38.8 萬 | 0.2% | +37,737 | 新進 | 歷史 |
| STLAStellantis N.V. | SHS | 32,083 | $39.7 萬 | 0.2% | +16,343+103.8% | 加碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,824 | $39.7 萬 | 0.2% | −1,824−50.0% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 15,819 | $40.1 萬 | 0.2% | +3,887+32.6% | 加碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 39,021 | $40.3 萬 | 0.2% | +39,021 | 新進 | 歷史 |
| COOPMaverick Merger Sub 2, LLC | COM | 10,996 | $40.4 萬 | 0.2% | +4,684+74.2% | 加碼 | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 15,207 | $40.6 萬 | 0.2% | +8,649+131.9% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 4,307 | $41.7 萬 | 0.2% | +1,907+79.5% | 加碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 10,378 | $42.1 萬 | 0.2% | +1,991+23.7% | 加碼 | 歷史 |
| BNSBank of Nova Scotia | COM | 7,131 | $42.2 萬 | 0.2% | +3,171+80.1% | 加碼 | 歷史 |
| HRBH&R Block Inc | COM | 11,990 | $42.3 萬 | 0.2% | +11,990 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 5,033 | $42.6 萬 | 0.2% | −463−8.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 10,885 | $42.6 萬 | 0.2% | +5,336+96.2% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 2,705 | $42.6 萬 | 0.2% | −6,607−71.0% | 減碼 | 歷史 |
| ACHAccendra Health Inc | Stock | 13,670 | $43.0 萬 | 0.2% | +5,157+60.6% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 13,174 | $43.0 萬 | 0.2% | +5,902+81.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,028 | $43.8 萬 | 0.2% | +590+134.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,823 | $43.9 萬 | 0.2% | +851+21.4% | 加碼 | 歷史 |
| BMOBank of Montreal | COM | 4,564 | $43.9 萬 | 0.2% | +2,787+156.8% | 加碼 | 歷史 |
| TRIThomson Reuters Corp | COM NEW | 4,305 | $44.9 萬 | 0.2% | +1,578+57.9% | 加碼 | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 2,728 | $46.3 萬 | 0.2% | +1,107+68.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,470 | $46.7 萬 | 0.2% | 00.0% | 不變 | – |
| ELEstee Lauder Companies Inc | CL A | 1,838 | $46.8 萬 | 0.2% | +1,838 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 3,553 | $47.3 萬 | 0.2% | −3,464−49.4% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 10,522 | $47.7 萬 | 0.2% | +10,522 | 新進 | 歷史 |
| ALKSAlkermes plc. | SHS | 16,044 | $47.8 萬 | 0.2% | +16,044 | 新進 | 歷史 |
| WERNWerner Enterprises Inc | COM | 12,466 | $48.0 萬 | 0.2% | +12,466 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 989 | $48.1 萬 | 0.2% | −124−11.1% | 減碼 | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 15,875 | $48.1 萬 | 0.2% | +7,698+94.1% | 加碼 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 30,966 | $48.2 萬 | 0.2% | +16,487+113.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,140 | $48.5 萬 | 0.2% | +1,176+29.7% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,941 | $48.8 萬 | 0.2% | −1,217−17.0% | 減碼 | 歷史 |
| SIGSignet Jewelers Ltd | SHS | 9,179 | $49.1 萬 | 0.2% | +2,391+35.2% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 10,906 | $50.0 萬 | 0.2% | +4,291+64.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 16,106 | $50.1 萬 | 0.2% | +162+1.0% | 加碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 11,722 | $50.3 萬 | 0.2% | +6,255+114.4% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 3,186 | $51.6 萬 | 0.2% | −10,088−76.0% | 減碼 | 歷史 |
| QDELQuidelOrtho Corp | COM | 5,318 | $51.7 萬 | 0.2% | +3,433+182.1% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 16,633 | $52.3 萬 | 0.2% | +429+2.6% | 加碼 | – |
| HUMHumana Inc | Stock | 1,133 | $53.1 萬 | 0.2% | −38−3.2% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 13,692 | $53.4 萬 | 0.2% | +13,692 | 新進 | – |
| RIORio Tinto PLC | ADR | 8,759 | $53.4 萬 | 0.2% | +3,931+81.4% | 加碼 | 歷史 |
| KFYKorn Ferry | COM NEW | 9,209 | $53.4 萬 | 0.2% | +2,969+47.6% | 加碼 | 歷史 |
| AVTAvnet Inc | COM | 12,533 | $53.7 萬 | 0.2% | +5,379+75.2% | 加碼 | 歷史 |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 18,150 | $55.0 萬 | 0.2% | +18,150 | 新進 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 9,009 | $55.2 萬 | 0.2% | +9,009 | 新進 | – |
| MSMMSC Industrial Direct Co Inc | CL A | 7,367 | $55.3 萬 | 0.2% | +4,925+201.7% | 加碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 15,839 | $55.5 萬 | 0.2% | +6,758+74.4% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 10,811 | $55.8 萬 | 0.2% | +1,962+22.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,988 | $56.5 萬 | 0.2% | +4,504+100.4% | 加碼 | 歷史 |
| JWNNordstrom Inc | Stock | 27,561 | $58.2 萬 | 0.2% | +16,400+146.9% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 11,242 | $59.2 萬 | 0.2% | +5,562+97.9% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 6,600 | $59.9 萬 | 0.2% | +2,630+66.2% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 6,500 | $60.2 萬 | 0.2% | −849−11.6% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 9,793 | $60.5 萬 | 0.2% | +4,348+79.9% | 加碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 5,515 | $60.5 萬 | 0.2% | +2,904+111.2% | 加碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 24,144 | $61.5 萬 | 0.2% | +24,144 | 新進 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 9,372 | $61.9 萬 | 0.2% | +4,347+86.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,915 | $62.2 萬 | 0.2% | +2,112+263.0% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,635 | $62.6 萬 | 0.2% | −5,815−55.6% | 減碼 | 歷史 |
| SHELShell plc | ADR | 12,113 | $63.3 萬 | 0.2% | +4,744+64.4% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,371 | $64.2 萬 | 0.2% | +716+109.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,988 | $64.5 萬 | 0.3% | +812+69.0% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,822 | $64.9 萬 | 0.3% | +6,822 | 新進 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,830 | $64.9 萬 | 0.3% | +12,830 | 新進 | – |
| CLXClorox Co | Stock | 4,702 | $66.3 萬 | 0.3% | −9,534−67.0% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,099 | $67.2 萬 | 0.3% | −33,134−84.5% | 減碼 | – |
| TGTTarget Corp | Stock | 4,764 | $67.3 萬 | 0.3% | −3,072−39.2% | 減碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 8,307 | $67.9 萬 | 0.3% | +4,255+105.0% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（38 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 |
|---|---|---|---|---|---|
| HCAHCA Healthcare, Inc. | COM | 3,828 | $95.9 萬 | 0.4% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,378 | $86.2 萬 | 0.3% | – |
| ALLEAllegion plc | ORD SHS | 7,682 | $84.3 萬 | 0.3% | 歷史 |
| NTAPNetApp, Inc. | Stock | 10,100 | $83.8 萬 | 0.3% | 歷史 |
| GOOGAlphabet Inc. | Stock | 261 | $72.9 萬 | 0.3% | 歷史 |
| POOLPool Corp | COM | 1,483 | $62.7 萬 | 0.2% | 歷史 |
| GSKGSK plc | SPONSORED ADR | 14,168 | $61.7 萬 | 0.2% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,898 | $59.1 萬 | 0.2% | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,569 | $56.4 萬 | 0.2% | – |
| DOVDOVER Corp | COM | 3,564 | $55.9 萬 | 0.2% | 歷史 |
| APTVAptiv PLC | SHS | 3,594 | $43.0 萬 | 0.2% | 歷史 |
| DDSDillard's, Inc. | CL A | 1,470 | $39.5 萬 | 0.1% | 歷史 |
| RHIRobert Half Inc. | COM | 3,406 | $38.9 萬 | 0.1% | 歷史 |
| ECLEcolab Inc. | Stock | 2,140 | $37.8 萬 | 0.1% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 2,271 | $36.4 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 4,651 | $33.2 萬 | 0.1% | – |
| KLACKLA Corp | COM NEW | 886 | $32.4 萬 | 0.1% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 3,299 | $29.8 萬 | 0.1% | 歷史 |
| AMEDAmedisys Inc | COM | 1,632 | $28.1 萬 | 0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,069 | $26.7 萬 | 0.1% | – |
| OCDXOrtho Clinical Diagnostics Holdings plc | ORD SHS | 13,976 | $26.1 萬 | 0.1% | 歷史 |
| CPRTCopart Inc | COM | 1,934 | $24.3 萬 | 0.1% | 歷史 |
| LINLinde PLC | SHS | 762 | $24.3 萬 | 0.1% | 歷史 |
| DVADavita Inc. | COM | 2,130 | $24.1 萬 | 0.1% | 歷史 |
| AAWWAtlas Air Worldwide Holdings Inc | COM NEW | 2,666 | $23.0 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,054 | $22.5 萬 | 0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,155 | $21.8 萬 | 0.1% | 歷史 |
| iShares Inc464286681 | MSCI EQUAL WEITE | 2,572 | $21.8 萬 | 0.1% | – |
| ADBEAdobe Inc. | Stock | 473 | $21.6 萬 | 0.1% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 2,389 | $21.4 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,435 | $21.2 萬 | 0.1% | – |
| MURMurphy Oil Corp | COM | 5,233 | $21.1 萬 | 0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,317 | $20.9 萬 | 0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,347 | $20.5 萬 | 0.1% | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 2,457 | $20.5 萬 | 0.1% | – |
| LEGLeggett & Platt Inc | Stock | 5,874 | $20.4 萬 | 0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 2,381 | $20.2 萬 | 0.1% | 歷史 |
| ROIIRiskOn International, Inc. | Common Stock | 28,632 | $6.60 萬 | <0.1% | 歷史 |