Jericho Financial, LLP
- SEC CIK
- 0001841173
- 最新申報
- 2026/8/12
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/1 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 41
- 較 2025 年第 1 季 0
- 總值
- $1.52 億
- 較 2025 年第 1 季 +$1,398 萬 (+10.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 7,426 | $994.4 萬 | 6.6% | −460−5.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,692 | $830.3 萬 | 5.5% | −255−1.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,069 | $817.0 萬 | 5.4% | −273−2.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 28,675 | $790.4 萬 | 5.2% | −300−1.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,730 | $745.9 萬 | 4.9% | −372−1.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 46,943 | $741.7 萬 | 4.9% | +240+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,416 | $711.2 萬 | 4.7% | −733−2.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 36,839 | $649.2 萬 | 4.3% | −358−1.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 31,598 | $648.3 萬 | 4.3% | +301+1.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 16,690 | $592.6 萬 | 3.9% | −478−2.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 23,273 | $532.5 萬 | 3.5% | −467−2.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 13,287 | $515.8 萬 | 3.4% | +11+0.1% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,598 | $488.8 萬 | 3.2% | −359−3.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 17,904 | $488.2 萬 | 3.2% | −83−0.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 30,968 | $443.4 萬 | 2.9% | +424+1.4% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 40,919 | $431.5 萬 | 2.8% | −282−0.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 23,103 | $428.8 萬 | 2.8% | −177−0.8% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 15,940 | $411.2 萬 | 2.7% | −250−1.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 25,545 | $407.0 萬 | 2.7% | −319−1.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 13,405 | $391.6 萬 | 2.6% | −178−1.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,121 | $385.0 萬 | 2.5% | +221+1.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 161,338 | $361.4 萬 | 2.4% | −2,761−1.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,553 | $351.8 萬 | 2.3% | −75−2.1% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 6,711 | $326.8 萬 | 2.2% | −91−1.3% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 13,606 | $300.7 萬 | 2.0% | −356−2.5% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 20,711 | $288.1 萬 | 1.9% | −537−2.5% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,874 | $250.3 萬 | 1.7% | −59−0.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 19,174 | $182.8 萬 | 1.2% | +125+0.7% | 加碼 | – |
| MAMastercard Inc | Stock | 2,011 | $113.0 萬 | 0.7% | −160−7.4% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,654 | $87.2 萬 | 0.6% | −37−2.2% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 8,879 | $81.0 萬 | 0.5% | −1,161−11.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 8,861 | $66.4 萬 | 0.4% | +144+1.7% | 加碼 | – |
| DGXQuest Diagnostics Inc | COM | 3,570 | $64.1 萬 | 0.4% | −104−2.8% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 635 | $42.1 萬 | 0.3% | +9+1.4% | 加碼 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,648 | $34.8 萬 | 0.2% | −26−1.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,164 | $33.1 萬 | 0.2% | −151−6.5% | 減碼 | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 1,255 | $32.2 萬 | 0.2% | +59+4.9% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 748 | $28.9 萬 | 0.2% | −42−5.3% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,507 | $25.3 萬 | 0.2% | +6+0.4% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 671 | $24.6 萬 | 0.2% | −1−0.1% | 減碼 | – |
| SPDR Series Trust78464A789 | ST STR SP INS | 3,656 | $21.8 萬 | 0.1% | +28+0.8% | 加碼 | – |