Jericho Financial, LLP
- SEC CIK
- 0001841173
- 最新申報
- 2026/8/12
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/29 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 40
- 較 2025 年第 4 季 0
- 總值
- $1.59 億
- 較 2025 年第 4 季 −$746.4 萬 (−4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 29,819 | $857.5 萬 | 5.4% | −208−0.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 32,795 | $832.3 萬 | 5.2% | +229+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 44,720 | $779.9 萬 | 4.9% | −133−0.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 24,639 | $762.6 萬 | 4.8% | +106+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,795 | $758.8 萬 | 4.8% | +53+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 20,164 | $746.4 萬 | 4.7% | +3,059+17.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,248 | $734.1 萬 | 4.6% | +702+2.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 73,122 | $703.1 萬 | 4.4% | −2,250−3.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 9,553 | $676.8 萬 | 4.3% | −1,572−14.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,604 | $663.9 萬 | 4.2% | +640+5.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 19,133 | $578.3 萬 | 3.6% | +1,565+8.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 23,825 | $547.5 萬 | 3.5% | −1,068−4.3% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 49,125 | $538.9 萬 | 3.4% | +369+0.8% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,526 | $528.1 萬 | 3.3% | +1,973+17.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 15,106 | $510.3 萬 | 3.2% | −2,215−12.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 24,043 | $497.4 萬 | 3.1% | −7,490−23.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 21,925 | $476.8 萬 | 3.0% | −56−0.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 105,013 | $463.4 萬 | 2.9% | −14,755−12.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,452 | $462.9 萬 | 2.9% | +1,469+13.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 22,943 | $428.3 萬 | 2.7% | +4,288+23.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,245 | $423.0 萬 | 2.7% | −532−11.1% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 18,288 | $410.5 萬 | 2.6% | +439+2.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 13,157 | $408.9 萬 | 2.6% | −228−1.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 33,685 | $345.8 萬 | 2.2% | +5,867+21.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 23,560 | $340.3 萬 | 2.1% | −318−1.3% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 22,117 | $301.0 萬 | 1.9% | −270−1.2% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,278 | $240.5 萬 | 1.5% | −1,380−14.3% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 13,388 | $231.0 萬 | 1.5% | −52−0.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 15,675 | $153.5 萬 | 1.0% | +307+2.0% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,724 | $61.1 萬 | 0.4% | +75+1.0% | 加碼 | – |
| MAMastercard Inc | Stock | 1,208 | $60.3 萬 | 0.4% | −491−28.9% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,072 | $57.1 萬 | 0.4% | −686−10.2% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,165 | $49.5 萬 | 0.3% | −195−14.3% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,482 | $48.6 萬 | 0.3% | −140−5.3% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 953 | $36.0 萬 | 0.2% | −307−24.4% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,520 | $32.1 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,239 | $31.5 萬 | 0.2% | +4+0.3% | 加碼 | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 935 | $30.5 萬 | 0.2% | +8+0.9% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 360 | $25.1 萬 | 0.2% | +5+1.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 908 | $22.2 萬 | 0.1% | −644−41.5% | 減碼 | 歷史 |