Ghe, LLC
- SEC CIK
- 0001910179
- 最新申報
- 2026/7/30
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 54
- 較 2022 年第 2 季 +4
- 總值
- $8,992 萬
- 較 2022 年第 2 季 −$148.6 萬 (−1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 117,245 | $1,423 萬 | 15.8% | +25,417+27.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 19,594 | $539.2 萬 | 6.0% | +4,490+29.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 24,301 | $456.4 萬 | 5.1% | +5,916+32.2% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 16,503 | $401.2 萬 | 4.5% | +6,254+61.0% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 45,580 | $384.1 萬 | 4.3% | +33,537+278.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 38,466 | $382.1 萬 | 4.2% | +9,355+32.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 16,698 | $377.7 萬 | 4.2% | +5,229+45.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 28,753 | $334.1 萬 | 3.7% | +17,520+156.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 14,156 | $326.6 萬 | 3.6% | +4,015+39.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,467 | $305.4 萬 | 3.4% | +2,114+48.6% | 加碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 210,349 | $249.1 萬 | 2.8% | +210,349 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 20,566 | $232.4 萬 | 2.6% | +11,284+121.6% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 20,452 | $229.5 萬 | 2.6% | +5,502+36.8% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 4,562 | $192.4 萬 | 2.1% | +1,484+48.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,728 | $191.6 萬 | 2.1% | +4,270+57.3% | 加碼 | 歷史 |
| TNETTrinet Group, Inc. | COM | 25,881 | $184.3 萬 | 2.0% | +6,193+31.5% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 21,167 | $182.2 萬 | 2.0% | +7,771+58.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 17,300 | $181.7 萬 | 2.0% | +11,197+183.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,742 | $175.4 萬 | 2.0% | +3,579+50.0% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 19,839 | $139.4 萬 | 1.6% | +5,872+42.0% | 加碼 | 歷史 |
| CBChubb Ltd | COM | 7,491 | $136.2 萬 | 1.5% | +1,874+33.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 33,843 | $135.4 萬 | 1.5% | +10,841+47.1% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 17,962 | $121.0 萬 | 1.3% | +5,238+41.2% | 加碼 | 歷史 |
| Booking Holdings Inc Com098571108 | COMM | 681 | $111.9 萬 | 1.2% | +156+29.7% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 11,395 | $110.3 萬 | 1.2% | +1,823+19.0% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 17,167 | $108.7 萬 | 1.2% | +5,207+43.5% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 8,264 | $104.3 萬 | 1.2% | −12,035−59.3% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 18,381 | $101.1 萬 | 1.1% | +6,078+49.4% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 14,163 | $100.1 萬 | 1.1% | +3,721+35.6% | 加碼 | 歷史 |
| CHGGChegg, Inc | COM | 43,646 | $92.0 萬 | 1.0% | +14,527+49.9% | 加碼 | 歷史 |
| KBHKB Home | COM | 35,089 | $91.0 萬 | 1.0% | +10,483+42.6% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 23,618 | $82.4 萬 | 0.9% | +23,618 | 新進 | – |
| MARMarriott International Inc | Stock | 5,401 | $75.7 萬 | 0.8% | +1,218+29.1% | 加碼 | 歷史 |
| BZHBeazer Homes USA Inc | COM NEW | 69,553 | $67.3 萬 | 0.7% | +16,881+32.0% | 加碼 | 歷史 |
| MANManpowerGroup Inc. | COM | 10,214 | $66.1 萬 | 0.7% | +3,453+51.1% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 17,033 | $62.7 萬 | 0.7% | +5,032+41.9% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 6,306 | $59.1 萬 | 0.7% | +1,823+40.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,995 | $58.5 萬 | 0.7% | +528+36.0% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 14,819 | $46.5 萬 | 0.5% | +4,949+50.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 22,000 | $45.9 萬 | 0.5% | +22,000 | 新進 | – |
| iShares Tips Bond ETF464287176 | ETF | 3,789 | $39.7 萬 | 0.4% | +3,789 | 新進 | – |
| SPGSimon Property Group Inc. | REIT | 7,782 | $38.2 萬 | 0.4% | +4,913+171.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,290 | $35.6 萬 | 0.4% | +1,290 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,677 | $33.0 萬 | 0.4% | +3,677 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,923 | $31.9 萬 | 0.4% | +2,160+37.5% | 加碼 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 23,000 | $24.8 萬 | 0.3% | +23,000 | 新進 | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 20,500 | $24.1 萬 | 0.3% | +20,500 | 新進 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 6,290 | $23.6 萬 | 0.3% | +1,215+23.9% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 12,000 | $22.4 萬 | 0.2% | +12,000 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,250 | $21.3 萬 | 0.2% | +2,250 | 新進 | – |
| SEICSEI Investments Co | COM | 16,934 | $21.3 萬 | 0.2% | +10,682+170.9% | 加碼 | 歷史 |
| PMFPIMCO Municipal Income Fund | COM | 12,000 | $11.6 萬 | 0.1% | +12,000 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 800 | – | – | −32,346−97.6% | 減碼 | 歷史 |
| SBHSally Beauty Holdings, Inc. | COM | 13,030 | – | – | −2,604−16.7% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（7 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CDKCDK Global, Inc. | COM | 3,222 | $15.7 萬 | 0.2% | 歷史 |
| STRAStrategic Education, Inc. | COM | 2,140 | $14.2 萬 | 0.2% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,245 | $9.50 萬 | 0.1% | – |
| CVSACovista Inc. | COM | 2,605 | $7.70 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 480 | $4.20 萬 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 300 | $3.30 萬 | <0.1% | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 815 | $1.50 萬 | <0.1% | 歷史 |