Ghe, LLC
- SEC CIK
- 0001910179
- 最新申報
- 2026/7/30
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/9 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 55
- 較 2022 年第 4 季 0
- 總值
- $1.27 億
- 較 2022 年第 4 季 +$2,051 萬 (+19.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 115,328 | $3,203 萬 | 25.2% | −1,150−1.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 22,342 | $861.0 萬 | 6.8% | −213−0.9% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 37,515 | $505.8 萬 | 4.0% | −277−0.7% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 16,194 | $495.6 萬 | 3.9% | −218−1.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 24,007 | $480.1 萬 | 3.8% | −209−0.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 44,997 | $468.6 萬 | 3.7% | −431−0.9% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 13,075 | $450.8 萬 | 3.6% | +34+0.3% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 28,533 | $408.2 萬 | 3.2% | −278−1.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 14,087 | $393.9 萬 | 3.1% | −19−0.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 16,853 | $375.2 萬 | 3.0% | +259+1.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,402 | $318.1 萬 | 2.5% | −18−0.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 21,711 | $277.0 萬 | 2.2% | −114−0.5% | 減碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 210,129 | $263.5 萬 | 2.1% | −220−0.1% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 4,572 | $255.9 萬 | 2.0% | +116+2.6% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 20,655 | $236.7 萬 | 1.9% | +324+1.6% | 加碼 | 歷史 |
| TNETTrinet Group, Inc. | COM | 26,309 | $212.1 萬 | 1.7% | +496+1.9% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 17,913 | $202.2 萬 | 1.6% | +402+2.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,913 | $198.9 萬 | 1.6% | +209+2.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,908 | $184.6 萬 | 1.5% | +221+1.9% | 加碼 | 歷史 |
| Booking Holdings Inc Com098571108 | COMM | 694 | $184.1 萬 | 1.5% | +13+1.9% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 34,036 | $177.9 萬 | 1.4% | +369+1.1% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 18,128 | $177.1 萬 | 1.4% | +474+2.7% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 21,833 | $165.8 萬 | 1.3% | +644+3.0% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 19,984 | $150.2 萬 | 1.2% | +189+1.0% | 加碼 | 歷史 |
| CBChubb Ltd | COM | 7,660 | $148.7 萬 | 1.2% | +174+2.3% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 17,485 | $136.9 萬 | 1.1% | +410+2.4% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 19,424 | $133.3 萬 | 1.1% | +812+4.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,409 | $125.0 萬 | 1.0% | +184+2.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,207 | $123.6 萬 | 1.0% | +246+2.1% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 14,336 | $110.7 萬 | 0.9% | +235+1.7% | 加碼 | 歷史 |
| KBHKB Home | COM | 27,081 | $108.8 萬 | 0.9% | +811+3.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 23,338 | $92.1 萬 | 0.7% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 5,497 | $91.3 萬 | 0.7% | +120+2.2% | 加碼 | 歷史 |
| BZHBeazer Homes USA Inc | COM NEW | 56,069 | $89.0 萬 | 0.7% | +1,923+3.6% | 加碼 | 歷史 |
| MANManpowerGroup Inc. | COM | 10,342 | $85.4 萬 | 0.7% | +204+2.0% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 16,884 | $74.9 萬 | 0.6% | −61−0.4% | 減碼 | 歷史 |
| CHGGChegg, Inc | COM | 44,964 | $73.3 萬 | 0.6% | +1,620+3.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,983 | $64.9 萬 | 0.5% | −12−0.6% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 6,273 | $60.9 萬 | 0.5% | +164+2.7% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 15,985 | $55.3 萬 | 0.4% | +837+5.5% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 22,000 | $46.4 萬 | 0.4% | 00.0% | 不變 | – |
| SEICSEI Investments Co | COM | 8,039 | $46.3 萬 | 0.4% | +329+4.3% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,000 | $45.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,779 | $41.7 萬 | 0.3% | −10−0.3% | 減碼 | – |
| SPGSimon Property Group Inc. | REIT | 3,652 | $40.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,290 | $38.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,923 | $29.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 23,500 | $29.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBHSally Beauty Holdings, Inc. | COM | 16,934 | $26.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 6,290 | $24.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,250 | $23.7 萬 | 0.2% | 00.0% | 不變 | – |
| STRAStrategic Education, Inc. | COM | 2,563 | $23.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 12,000 | $23.0 萬 | 0.2% | 00.0% | 不變 | – |
| DSLDoubleLine Income Solutions Fund | COM | 20,000 | $22.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PMFPIMCO Municipal Income Fund | COM | 12,000 | $11.9 萬 | 0.1% | −5,000−29.4% | 減碼 | 歷史 |