TCWP LLC
- SEC CIK
- 0001907375
- 最新申報
- 2024/11/13
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/10 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 1,976
- 較 2021 年第 4 季 +1,716
- 總值
- $5.50 億
- 較 2021 年第 4 季 +$4,599 萬 (+9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MPWRMonolithic Power Systems, Inc. | COM | 294 | $14.2 萬 | <0.1% | +294 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 620 | $14.1 萬 | <0.1% | +620 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,187 | $14.0 萬 | <0.1% | +1,187 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 337 | $13.8 萬 | <0.1% | +337 | 新進 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 503 | $13.6 萬 | <0.1% | −64−11.3% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 7,147 | $13.5 萬 | <0.1% | +7,147 | 新進 | – |
| SONYSony Group Corp | SPONSORED ADR | 1,315 | $13.5 萬 | <0.1% | +1,315 | 新進 | 歷史 |
| CMICummins Inc | Stock | 645 | $13.2 萬 | <0.1% | +645 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 396 | $13.0 萬 | <0.1% | +396 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 461 | $13.0 萬 | <0.1% | +461 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 561 | $12.9 萬 | <0.1% | +561 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 925 | $12.6 萬 | <0.1% | +925 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 1,890 | $12.6 萬 | <0.1% | +1,890 | 新進 | – |
| UPSTUpstart Holdings, Inc. | COM | 1,158 | $12.6 萬 | <0.1% | +1,158 | 新進 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,044 | $12.5 萬 | <0.1% | +1,044 | 新進 | – |
| ELVElevance Health, Inc. | Stock | 253 | $12.4 萬 | <0.1% | +253 | 新進 | 歷史 |
| SHELShell plc | ADR | 2,264 | $12.4 萬 | <0.1% | +2,264 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 436 | $12.4 萬 | <0.1% | +436 | 新進 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 1,600 | $12.3 萬 | <0.1% | +1,600 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 728 | $12.3 萬 | <0.1% | −568−43.8% | 減碼 | – |
| SWNSouthwestern Energy Co | COM | 16,850 | $12.0 萬 | <0.1% | +222+1.3% | 加碼 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 1,251 | $11.9 萬 | <0.1% | +1,251 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 1,391 | $11.7 萬 | <0.1% | +1,391 | 新進 | 歷史 |
| SHWSherwin Williams Co | COM | 462 | $11.5 萬 | <0.1% | +462 | 新進 | 歷史 |
| CTVACorteva, Inc. | Stock | 1,981 | $11.3 萬 | <0.1% | +1,981 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 651 | $11.2 萬 | <0.1% | +651 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 1,898 | $11.2 萬 | <0.1% | +1,898 | 新進 | 歷史 |
| iShares Tr464288711 | GLOB UTILITS ETF | 1,710 | $11.2 萬 | <0.1% | +1,710 | 新進 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 2,054 | $11.2 萬 | <0.1% | +2,054 | 新進 | – |
| MGAMagna International Inc | COM | 1,750 | $11.2 萬 | <0.1% | +1,750 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 524 | $11.2 萬 | <0.1% | +524 | 新進 | 歷史 |
| CLHClean Harbors Inc | COM | 1,000 | $11.1 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 2,151 | $11.1 萬 | <0.1% | +2,151 | 新進 | – |
| TRVTravelers Companies, Inc. | Stock | 599 | $10.9 萬 | <0.1% | +599 | 新進 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,061 | $10.9 萬 | <0.1% | +3,061 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 363 | $10.7 萬 | <0.1% | +363 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 1,211 | $10.6 萬 | <0.1% | +1,211 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 597 | $10.5 萬 | <0.1% | +597 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 475 | $10.5 萬 | <0.1% | +475 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 636 | $10.5 萬 | <0.1% | +636 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 642 | $10.5 萬 | <0.1% | +642 | 新進 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 2,744 | $10.3 萬 | <0.1% | −10,708−79.6% | 減碼 | – |
| MROMarathon Oil Corp | COM | 4,122 | $10.3 萬 | <0.1% | −7,823−65.5% | 減碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 1,929 | $10.2 萬 | <0.1% | +1,929 | 新進 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 557 | $10.2 萬 | <0.1% | +557 | 新進 | 歷史 |
| CEMClearBridge MLP & Midstream Fund Inc. | COM | 3,040 | $10.2 萬 | <0.1% | +3,040 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 1,158 | $10.1 萬 | <0.1% | +1,158 | 新進 | 歷史 |
| BPBP PLC | ADR | 3,382 | $9.90 萬 | <0.1% | +3,382 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 196 | $9.80 萬 | <0.1% | +196 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 147 | $9.80 萬 | <0.1% | +147 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 1,959 | $9.70 萬 | <0.1% | +1,959 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 367 | $9.70 萬 | <0.1% | +367 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 553 | $9.70 萬 | <0.1% | −1,267−69.6% | 減碼 | – |
| METMetlife Inc | Stock | 1,381 | $9.70 萬 | <0.1% | +1,381 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 294 | $9.70 萬 | <0.1% | +294 | 新進 | 歷史 |
| LINLinde PLC | SHS | 305 | $9.70 萬 | <0.1% | +305 | 新進 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 676 | $9.50 萬 | <0.1% | +676 | 新進 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,775 | $9.40 萬 | <0.1% | +1,775 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 730 | $9.40 萬 | <0.1% | +730 | 新進 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 465 | $9.40 萬 | <0.1% | +465 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,575 | $9.30 萬 | <0.1% | +1,575 | 新進 | 歷史 |
| BKRBaker Hughes Co | CL A | 2,580 | $9.30 萬 | <0.1% | +2,580 | 新進 | 歷史 |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 3,921 | $9.30 萬 | <0.1% | +3,921 | 新進 | – |
| HTGCHercules Capital, Inc. | COM | 5,195 | $9.30 萬 | <0.1% | +5,195 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 1,225 | $9.20 萬 | <0.1% | +1,225 | 新進 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 1,031 | $9.20 萬 | <0.1% | +1,031 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 400 | $9.10 萬 | <0.1% | +400 | 新進 | – |
| FISVFiserv Inc | Stock | 896 | $9.00 萬 | <0.1% | +896 | 新進 | 歷史 |
| GLWCorning Inc | COM | 2,419 | $8.90 萬 | <0.1% | +2,419 | 新進 | 歷史 |
| TEAMAtlassian Corp | CL A | 304 | $8.90 萬 | <0.1% | +304 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 236 | $8.80 萬 | <0.1% | −281−54.4% | 減碼 | 歷史 |
| KKellanova | Stock | 1,365 | $8.80 萬 | <0.1% | +1,365 | 新進 | 歷史 |
| XYZBlock, Inc. | CL A | 650 | $8.80 萬 | <0.1% | +650 | 新進 | 歷史 |
| SYFSynchrony Financial | COM | 2,537 | $8.80 萬 | <0.1% | +2,537 | 新進 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 1,871 | $8.80 萬 | <0.1% | +1,871 | 新進 | – |
| ZZillow Group, Inc. | CL C CAP STK | 1,790 | $8.80 萬 | <0.1% | +1,790 | 新進 | 歷史 |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 3,048 | $8.70 萬 | <0.1% | +3,048 | 新進 | – |
| EIXEdison International | Stock | 1,230 | $8.60 萬 | <0.1% | +1,230 | 新進 | 歷史 |
| KRKroger Co | Stock | 1,503 | $8.60 萬 | <0.1% | +1,503 | 新進 | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 1,336 | $8.60 萬 | <0.1% | +1,336 | 新進 | – |
| ENPHEnphase Energy, Inc. | Stock | 428 | $8.60 萬 | <0.1% | +428 | 新進 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 2,356 | $8.60 萬 | <0.1% | +2,356 | 新進 | – |
| EPDEnterprise Products Partners L.P. | Stock | 3,307 | $8.50 萬 | <0.1% | +3,307 | 新進 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 750 | $8.50 萬 | <0.1% | +750 | 新進 | – |
| CTSHCognizant Technology Solutions Corp | CL A | 956 | $8.50 萬 | <0.1% | +956 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 545 | $8.50 萬 | <0.1% | +545 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 354 | $8.40 萬 | <0.1% | +354 | 新進 | – |
| CFGCitizens Financial Group Inc | COM | 1,868 | $8.40 萬 | <0.1% | +1,868 | 新進 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 1,262 | $8.30 萬 | <0.1% | +1,262 | 新進 | – |
| XYLXylem Inc. | COM | 977 | $8.30 萬 | <0.1% | +977 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 35 | $8.20 萬 | <0.1% | +35 | 新進 | 歷史 |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 1,415 | $8.20 萬 | <0.1% | +1,415 | 新進 | – |
| SAPSAP SE | ADR | 731 | $8.10 萬 | <0.1% | +731 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 117 | $8.10 萬 | <0.1% | +117 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 433 | $8.00 萬 | <0.1% | +433 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 317 | $7.90 萬 | <0.1% | +317 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 504 | $7.90 萬 | <0.1% | +504 | 新進 | 歷史 |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 6,046 | $7.90 萬 | <0.1% | +6,046 | 新進 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 1,829 | $7.90 萬 | <0.1% | +1,829 | 新進 | 歷史 |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 3,765 | $7.80 萬 | <0.1% | +3,765 | 新進 | 歷史 |
2021 年第 4 季之後清倉（2 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。