Engine No. 1 LLC
- SEC CIK
- 0001835549
- 最新申報
- 2025/11/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 144
- 較 2021 年第 1 季 +131
- 總值
- $3.63 億
- 較 2021 年第 1 季 +$9,101 萬 (+33.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 930,925 | $5,872 萬 | 16.2% | +13,525+1.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 95,250 | $2,580 萬 | 7.1% | +24,073+33.8% | 加碼 | 歷史 |
| APTVAptiv PLC | SHS | 151,655 | $2,386 萬 | 6.6% | +861+0.6% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 397,478 | $2,352 萬 | 6.5% | +29,978+8.2% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 86,356 | $2,105 萬 | 5.8% | −63,753−42.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 56,629 | $1,997 萬 | 5.5% | −19,707−25.8% | 減碼 | 歷史 |
| BGBunge Global SA | COM | 230,494 | $1,801 萬 | 5.0% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 87,558 | $1,801 萬 | 5.0% | −57,323−39.6% | 減碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 62,283 | $1,741 萬 | 4.8% | +62,283 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 35,802 | $1,529 萬 | 4.2% | +3,602+11.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 194,867 | $1,428 萬 | 3.9% | +6,263+3.3% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 9,454 | $1,381 萬 | 3.8% | 00.0% | 不變 | 歷史 |
| PENPenumbra Inc | COM | 26,400 | $723.5 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| MQMarqeta, Inc. | CLASS A COM | 257,017 | $721.4 萬 | 2.0% | +257,017 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 50,141 | $686.7 萬 | 1.9% | +50,141 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,364 | $469.2 萬 | 1.3% | +1,364 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,656 | $266.2 萬 | 0.7% | +7,656 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 960 | $234.4 萬 | 0.6% | +960 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 903 | $226.3 萬 | 0.6% | +903 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,050 | $168.1 萬 | 0.5% | +6,050 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 2,455 | $166.9 萬 | 0.5% | +2,455 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,983 | $158.7 萬 | 0.4% | +1,983 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,674 | $150.5 萬 | 0.4% | +9,674 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,410 | $138.5 萬 | 0.4% | +8,410 | 新進 | 歷史 |
| VVisa Inc. | Stock | 5,403 | $126.3 萬 | 0.3% | +5,403 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,013 | $120.7 萬 | 0.3% | +3,013 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,749 | $109.3 萬 | 0.3% | +3,749 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,393 | $108.2 萬 | 0.3% | +3,393 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,818 | $105.5 萬 | 0.3% | +7,818 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 2,791 | $101.9 萬 | 0.3% | +2,791 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 5,800 | $101.9 萬 | 0.3% | +5,800 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 24,102 | $99.4 萬 | 0.3% | +24,102 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,518 | $88.9 萬 | 0.2% | +1,518 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 14,657 | $83.6 萬 | 0.2% | +14,657 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 1,407 | $74.3 萬 | 0.2% | +1,407 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,232 | $74.1 萬 | 0.2% | +13,232 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 12,903 | $72.4 萬 | 0.2% | +12,903 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,950 | $72.1 萬 | 0.2% | +2,950 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,469 | $71.4 萬 | 0.2% | +13,469 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 17,889 | $70.1 萬 | 0.2% | +17,889 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 12,402 | $67.1 萬 | 0.2% | +12,402 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,672 | $65.8 萬 | 0.2% | +5,672 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 22,815 | $65.7 萬 | 0.2% | +22,815 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,415 | $65.4 萬 | 0.2% | +4,415 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 6,168 | $64.6 萬 | 0.2% | +6,168 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,641 | $63.5 萬 | 0.2% | +5,641 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,250 | $63.1 萬 | 0.2% | +1,250 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,094 | $62.9 萬 | 0.2% | +8,094 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 4,074 | $62.9 萬 | 0.2% | +4,074 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 4,380 | $61.8 萬 | 0.2% | +4,380 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,294 | $61.7 萬 | 0.2% | +1,294 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 2,031 | $59.9 萬 | 0.2% | +2,031 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,214 | $59.8 萬 | 0.2% | +13,214 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,540 | $58.3 萬 | 0.2% | +2,540 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,943 | $56.6 萬 | 0.2% | +2,943 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,404 | $55.6 萬 | 0.2% | +1,404 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,386 | $55.1 萬 | 0.2% | +2,386 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 2,029 | $54.5 萬 | 0.2% | +2,029 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 4,299 | $53.4 萬 | 0.1% | +4,299 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,602 | $51.5 萬 | 0.1% | +3,602 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,972 | $49.3 萬 | 0.1% | +4,972 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 2,213 | $48.5 萬 | 0.1% | +2,213 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,307 | $48.0 萬 | 0.1% | +2,307 | 新進 | 歷史 |
| LINLinde PLC | SHS | 1,652 | $47.8 萬 | 0.1% | +1,652 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,141 | $47.7 萬 | 0.1% | +7,141 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 6,602 | $46.7 萬 | 0.1% | +6,602 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,114 | $46.5 萬 | 0.1% | +2,114 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 5,798 | $45.1 萬 | 0.1% | +5,798 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 1,831 | $44.6 萬 | 0.1% | +1,831 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,249 | $43.6 萬 | 0.1% | +2,249 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 4,747 | $43.5 萬 | 0.1% | +4,747 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 869 | $42.6 萬 | 0.1% | +869 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,761 | $42.1 萬 | 0.1% | +3,761 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,748 | $41.9 萬 | 0.1% | +1,748 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,856 | $41.9 萬 | 0.1% | +2,856 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,926 | $41.7 萬 | 0.1% | +2,926 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,086 | $41.2 萬 | 0.1% | +1,086 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 4,835 | $41.2 萬 | 0.1% | +4,835 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,451 | $39.2 萬 | 0.1% | +1,451 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 444 | $38.8 萬 | 0.1% | +444 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 1,578 | $38.1 萬 | 0.1% | +1,578 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 1,743 | $37.9 萬 | 0.1% | +1,743 | 新進 | 歷史 |
| GEGeneral Electric Co | COM | 28,054 | $37.8 萬 | 0.1% | +28,054 | 新進 | 歷史 |
| MMM3M Co | Stock | 1,846 | $36.7 萬 | 0.1% | +1,846 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,877 | $36.4 萬 | 0.1% | +3,877 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 4,205 | $35.1 萬 | 0.1% | +4,205 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,792 | $34.9 萬 | 0.1% | +4,792 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 376 | $34.6 萬 | 0.1% | +376 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 627 | $34.5 萬 | 0.1% | +627 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 2,074 | $34.3 萬 | 0.1% | +2,074 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 765 | $31.4 萬 | 0.1% | +765 | 新進 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 432 | $31.2 萬 | 0.1% | +432 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 3,583 | $30.4 萬 | 0.1% | +3,583 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 776 | $29.6 萬 | 0.1% | +776 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 775 | $29.3 萬 | 0.1% | +775 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 446 | $29.0 萬 | 0.1% | +446 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 130 | $28.4 萬 | 0.1% | +130 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 5,906 | $28.2 萬 | 0.1% | +5,906 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,355 | $28.1 萬 | 0.1% | +2,355 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,509 | $28.1 萬 | 0.1% | +1,509 | 新進 | 歷史 |
2021 年第 1 季之後清倉（1 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。