Ghe, LLC
- SEC CIK
- 0001910179
- 最新申報
- 2026/7/30
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/7 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 55
- 較 2022 年第 3 季 +1
- 總值
- $1.06 億
- 較 2022 年第 3 季 +$1,651 萬 (+18.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 116,478 | $1,702 萬 | 16.0% | −767−0.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 22,555 | $759.0 萬 | 7.1% | +2,961+15.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 24,216 | $482.5 萬 | 4.5% | −85−0.3% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 16,412 | $457.3 萬 | 4.3% | −91−0.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 45,428 | $450.6 萬 | 4.2% | +44,628+5,578.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 37,792 | $439.9 萬 | 4.1% | −674−1.8% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 13,041 | $436.8 萬 | 4.1% | −7,525−36.6% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 16,594 | $396.4 萬 | 3.7% | −104−0.6% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 28,811 | $373.7 萬 | 3.5% | +20,547+248.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 14,106 | $371.7 萬 | 3.5% | −50−0.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,420 | $293.1 萬 | 2.8% | −47−0.7% | 減碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 210,349 | $249.3 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 21,825 | $239.9 萬 | 2.3% | −6,928−24.1% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 20,331 | $234.9 萬 | 2.2% | −121−0.6% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 4,456 | $207.3 萬 | 1.9% | −106−2.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,687 | $206.5 萬 | 1.9% | −41−0.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,704 | $193.4 萬 | 1.8% | −38−0.4% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 17,511 | $191.0 萬 | 1.8% | +3,348+23.6% | 加碼 | 歷史 |
| TNETTrinet Group, Inc. | COM | 25,813 | $175.0 萬 | 1.6% | −68−0.3% | 減碼 | 歷史 |
| CBChubb Ltd | COM | 7,486 | $165.1 萬 | 1.6% | −5−0.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 33,667 | $160.4 萬 | 1.5% | −176−0.5% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 17,654 | $157.4 萬 | 1.5% | −308−1.7% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 19,795 | $156.0 萬 | 1.5% | −44−0.2% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 21,189 | $150.9 萬 | 1.4% | +22+0.1% | 加碼 | 歷史 |
| Booking Holdings Inc Com098571108 | COMM | 681 | $137.2 萬 | 1.3% | 00.0% | 不變 | – |
| BBYBest Buy Co Inc | Stock | 17,075 | $137.0 萬 | 1.3% | −92−0.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 11,961 | $131.3 萬 | 1.2% | +566+5.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,225 | $124.7 萬 | 1.2% | −9,075−52.5% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 18,612 | $117.0 萬 | 1.1% | +231+1.3% | 加碼 | 歷史 |
| CHGGChegg, Inc | COM | 43,344 | $109.5 萬 | 1.0% | −302−0.7% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 14,101 | $107.8 萬 | 1.0% | −31,479−69.1% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 23,338 | $88.5 萬 | 0.8% | −280−1.2% | 減碼 | – |
| MANManpowerGroup Inc. | COM | 10,138 | $84.4 萬 | 0.8% | −76−0.7% | 減碼 | 歷史 |
| KBHKB Home | COM | 26,270 | $83.7 萬 | 0.8% | −8,819−25.1% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 5,377 | $80.1 萬 | 0.8% | −24−0.4% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 16,945 | $70.3 萬 | 0.7% | −88−0.5% | 減碼 | 歷史 |
| BZHBeazer Homes USA Inc | COM NEW | 54,146 | $69.1 萬 | 0.6% | −15,407−22.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,995 | $68.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 15,148 | $56.6 萬 | 0.5% | +329+2.2% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 6,109 | $53.5 萬 | 0.5% | −197−3.1% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 22,000 | $46.2 萬 | 0.4% | 00.0% | 不變 | – |
| SEICSEI Investments Co | COM | 7,710 | $44.9 萬 | 0.4% | −9,224−54.5% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,000 | $44.3 萬 | 0.4% | −2,677−72.8% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 3,652 | $42.9 萬 | 0.4% | −4,130−53.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,290 | $40.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,789 | $40.3 萬 | 0.4% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 7,923 | $32.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 23,500 | $28.2 萬 | 0.3% | +3,000+14.6% | 加碼 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 6,290 | $25.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,250 | $24.3 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 12,000 | $22.7 萬 | 0.2% | 00.0% | 不變 | – |
| DSLDoubleLine Income Solutions Fund | COM | 20,000 | $22.2 萬 | 0.2% | −3,000−13.0% | 減碼 | 歷史 |
| SBHSally Beauty Holdings, Inc. | COM | 16,934 | $21.2 萬 | 0.2% | +3,904+30.0% | 加碼 | 歷史 |
| STRAStrategic Education, Inc. | COM | 2,563 | $20.1 萬 | 0.2% | +2,563 | 新進 | 歷史 |
| PMFPIMCO Municipal Income Fund | COM | 17,000 | $17.7 萬 | 0.2% | +5,000+41.7% | 加碼 | 歷史 |