Jericho Financial, LLP
- SEC CIK
- 0001841173
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 41
- 較 2026 年第 1 季 +1
- 總值
- $1.93 億
- 較 2026 年第 1 季 +$3,442 萬 (+21.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 29,807 | $1,065 萬 | 5.5% | −120.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 9,649 | $1,028 萬 | 5.3% | +96+1.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 29,658 | $970.8 萬 | 5.0% | +3,863+15.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 33,351 | $965.0 萬 | 5.0% | +556+1.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 68,887 | $961.9 萬 | 5.0% | −36,126−34.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 24,766 | $935.5 萬 | 4.8% | +127+0.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 45,104 | $902.5 萬 | 4.7% | +384+0.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 7,721 | $891.2 萬 | 4.6% | −7,385−48.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,000 | $858.0 萬 | 4.4% | +752+2.1% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,296 | $785.7 萬 | 4.1% | −3,230−23.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 20,750 | $774.0 萬 | 4.0% | +586+2.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 21,412 | $734.6 萬 | 3.8% | +2,279+11.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,536 | $706.1 萬 | 3.7% | +932+8.0% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 57,627 | $675.7 萬 | 3.5% | +8,502+17.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 26,098 | $656.7 萬 | 3.4% | +4,173+19.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 29,189 | $650.6 萬 | 3.4% | +5,364+22.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 88,398 | $631.2 萬 | 3.3% | +15,276+20.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,699 | $534.1 萬 | 2.8% | +247+2.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 30,203 | $500.6 萬 | 2.6% | +6,160+25.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,218 | $488.2 萬 | 2.5% | +973+22.9% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 24,405 | $475.6 萬 | 2.5% | +6,117+33.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 16,205 | $438.0 萬 | 2.3% | +3,048+23.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 46,582 | $422.7 萬 | 2.2% | +12,897+38.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 25,444 | $398.6 萬 | 2.1% | +2,501+10.9% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 26,642 | $350.6 萬 | 1.8% | +4,525+20.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 23,794 | $348.9 萬 | 1.8% | +234+1.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,494 | $249.0 萬 | 1.3% | +216+2.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 13,266 | $217.0 萬 | 1.1% | −122−0.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 16,557 | $197.0 萬 | 1.0% | +882+5.6% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 8,207 | $74.5 萬 | 0.4% | +483+6.3% | 加碼 | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 946 | $59.0 萬 | 0.3% | +11+1.2% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 5,793 | $53.5 萬 | 0.3% | −279−4.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,003 | $51.5 萬 | 0.3% | −205−17.0% | 減碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,306 | $37.1 萬 | 0.2% | +67+5.4% | 加碼 | – |
| CAHCardinal Health Inc | Stock | 1,524 | $36.2 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 6,578 | $34.9 萬 | 0.2% | +6,578 | 新進 | – |
| DGXQuest Diagnostics Inc | COM | 1,622 | $34.4 萬 | 0.2% | −860−34.6% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,805 | $33.5 萬 | 0.2% | −75−2.6% | 減碼依 8 比 1 拆股換算 | – |
| CHEChemed Corp | COM | 601 | $28.0 萬 | 0.1% | −352−36.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A789 | ST STR SP INS | 3,524 | $21.5 萬 | 0.1% | +3,524 | 新進 | – |
| SPGIS&P Global Inc. | Stock | 508 | $20.7 萬 | 0.1% | −657−56.4% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。