Engine No. 1 LLC
- SEC CIK
- 0001835549
- 最新申報
- 2025/11/14
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/12 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 226
- 較 2021 年第 2 季 +82
- 總值
- $3.89 億
- 較 2021 年第 2 季 +$2,563 萬 (+7.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KMIKinder Morgan, Inc. | Stock | 10,498 | $17.6 萬 | <0.1% | +10,498 | 新進 | 歷史 |
| XLNXXilinx Inc | COM | 1,341 | $20.2 萬 | 0.1% | +1,341 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 725 | $20.3 萬 | 0.1% | +725 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 8,446 | $20.3 萬 | 0.1% | +8,446 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 1,595 | $20.3 萬 | 0.1% | +1,595 | 新進 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,220 | $20.3 萬 | 0.1% | +1,220 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,351 | $20.5 萬 | 0.1% | +1,351 | 新進 | 歷史 |
| RMDResmed Inc | COM | 786 | $20.7 萬 | 0.1% | +786 | 新進 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 2,830 | $21.0 萬 | 0.1% | +2,830 | 新進 | 歷史 |
| SIVBSVB Financial Group | COM | 325 | $21.0 萬 | 0.1% | +325 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,934 | $21.1 萬 | 0.1% | +1,934 | 新進 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,437 | $21.2 萬 | 0.1% | +3,437 | 新進 | 歷史 |
| AZOAutoZone Inc | COM | 125 | $21.2 萬 | 0.1% | +125 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 922 | $21.4 萬 | 0.1% | +922 | 新進 | 歷史 |
| BAXBaxter International Inc | Stock | 2,685 | $21.6 萬 | 0.1% | +2,685 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 738 | $21.6 萬 | 0.1% | +738 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 751 | $21.6 萬 | 0.1% | +751 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 1,466 | $21.7 萬 | 0.1% | +1,466 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 2,763 | $21.7 萬 | 0.1% | +2,763 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,076 | $21.8 萬 | 0.1% | +2,076 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,686 | $21.8 萬 | 0.1% | +2,686 | 新進 | 歷史 |
| SRESempra | Stock | 1,730 | $21.9 萬 | 0.1% | +1,730 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 1,541 | $21.9 萬 | 0.1% | +1,541 | 新進 | 歷史 |
| TTTrane Technologies plc | SHS | 1,272 | $22.0 萬 | 0.1% | +1,272 | 新進 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,532 | $22.1 萬 | 0.1% | +1,532 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,273 | $22.2 萬 | 0.1% | +4,273 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 7,525 | $22.3 萬 | 0.1% | +7,525 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,482 | $22.4 萬 | 0.1% | +1,482 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,469 | $22.5 萬 | 0.1% | +1,469 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 803 | $22.7 萬 | 0.1% | +803 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 375 | $22.9 萬 | 0.1% | +375 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,774 | $23.1 萬 | 0.1% | +1,774 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 4,019 | $23.1 萬 | 0.1% | +4,019 | 新進 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,297 | $23.3 萬 | 0.1% | +4,297 | 新進 | 歷史 |
| MTCHMatch Group, Inc. | COM | 1,482 | $23.3 萬 | 0.1% | +1,482 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 3,223 | $23.6 萬 | 0.1% | +3,223 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,074 | $23.7 萬 | 0.1% | +1,074 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,814 | $24.0 萬 | 0.1% | +1,814 | 新進 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,221 | $24.0 萬 | 0.1% | +1,221 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 4,670 | $24.2 萬 | 0.1% | +4,670 | 新進 | 歷史 |
| METMetlife Inc | Stock | 3,935 | $24.3 萬 | 0.1% | +3,935 | 新進 | 歷史 |
| PSAPublic Storage | COM | 819 | $24.3 萬 | 0.1% | +819 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 3,494 | $24.3 萬 | 0.1% | +3,494 | 新進 | 歷史 |
| TELTE Connectivity plc | REG SHS | 1,772 | $24.3 萬 | 0.1% | +1,772 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,245 | $24.4 萬 | 0.1% | +1,245 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,029 | $24.6 萬 | 0.1% | +1,029 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 820 | $24.6 萬 | 0.1% | +820 | 新進 | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,585 | $25.0 萬 | 0.1% | +1,585 | 新進 | 歷史 |
| INFOIHS Markit Ltd. | SHS | 2,155 | $25.1 萬 | 0.1% | +2,155 | 新進 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 4,610 | $25.3 萬 | 0.1% | +4,610 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 3,154 | $25.3 萬 | 0.1% | +3,154 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,399 | $25.4 萬 | 0.1% | +1,399 | 新進 | 歷史 |
| EXCExelon Corp | Stock | 5,264 | $25.4 萬 | 0.1% | +5,264 | 新進 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,017 | $25.4 萬 | 0.1% | +1,017 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 533 | $25.5 萬 | 0.1% | +533 | 新進 | 歷史 |
| ROPRoper Technologies Inc | Stock | 571 | $25.5 萬 | 0.1% | +571 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 7,903 | $25.7 萬 | 0.1% | +7,903 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 634 | $25.7 萬 | 0.1% | +634 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,632 | $25.7 萬 | 0.1% | +1,632 | 新進 | 歷史 |
| TWTRTwitter, Inc. | COM | 4,291 | $25.9 萬 | 0.1% | +4,291 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,836 | $26.1 萬 | 0.1% | +3,836 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,067 | $26.2 萬 | 0.1% | +1,067 | 新進 | 歷史 |
| ALGNAlign Technology Inc | COM | 396 | $26.4 萬 | 0.1% | +396 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 682 | $26.5 萬 | 0.1% | +682 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 4,417 | $26.6 萬 | 0.1% | +4,417 | 新進 | 歷史 |
| DGDollar General Corp | COM | 1,265 | $26.8 萬 | 0.1% | +1,265 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 448 | $27.3 萬 | 0.1% | +448 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 821 | $27.5 萬 | 0.1% | +821 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 1,348 | $28.1 萬 | 0.1% | +1,348 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 452 | $28.1 萬 | 0.1% | +452 | 新進 | 歷史 |
| TWLOTwilio Inc | CL A | 889 | $28.4 萬 | 0.1% | +374+72.6% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 157 | $28.5 萬 | 0.1% | +157 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 3,160 | $28.6 萬 | 0.1% | +3,160 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 810 | $29.2 萬 | 0.1% | +810 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 1,334 | $29.3 萬 | 0.1% | +560+72.4% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 21,142 | $29.9 萬 | 0.1% | +8,611+68.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,221 | $30.3 萬 | 0.1% | +3,221 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,813 | $30.4 萬 | 0.1% | +1,813 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,194 | $30.6 萬 | 0.1% | +497+71.3% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 1,169 | $30.6 萬 | 0.1% | +496+73.7% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 865 | $30.7 萬 | 0.1% | +865 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 2,079 | $31.1 萬 | 0.1% | +2,079 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 4,364 | $31.9 萬 | 0.1% | +4,364 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,551 | $32.0 萬 | 0.1% | +641+70.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,339 | $32.0 萬 | 0.1% | +548+69.3% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 792 | $32.1 萬 | 0.1% | +336+73.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,154 | $32.2 萬 | 0.1% | +2,154 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,337 | $32.5 萬 | 0.1% | +1,337 | 新進 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 4,194 | $32.5 萬 | 0.1% | +1,720+69.5% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 7,669 | $33.3 萬 | 0.1% | +7,669 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,187 | $33.8 萬 | 0.1% | +494+71.3% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,554 | $34.4 萬 | 0.1% | +1,858+68.9% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 570 | $34.5 萬 | 0.1% | +570 | 新進 | 歷史 |
| AONAon plc | CL A | 1,215 | $34.7 萬 | 0.1% | +1,215 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,032 | $34.8 萬 | 0.1% | +1,235+68.7% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 3,212 | $34.9 萬 | 0.1% | +1,308+68.7% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 5,697 | $35.3 萬 | 0.1% | +2,318+68.6% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 12,140 | $36.1 萬 | 0.1% | +4,881+67.2% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,294 | $36.2 萬 | 0.1% | +534+70.3% | 加碼 | 歷史 |
| CICigna Group | Stock | 1,830 | $36.6 萬 | 0.1% | +736+67.3% | 加碼 | 歷史 |
2021 年第 2 季之後清倉（2 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。