Ghe, LLC
- SEC CIK
- 0001910179
- 最新申報
- 2026/7/30
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/31 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 55
- 較 2023 年第 1 季 0
- 總值
- $1.49 億
- 較 2023 年第 1 季 +$2,229 萬 (+17.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 115,109 | $4,869 萬 | 32.6% | −219−0.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 22,533 | $1,102 萬 | 7.4% | +191+0.9% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 16,172 | $562.3 萬 | 3.8% | −22−0.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 24,122 | $544.4 萬 | 3.6% | +115+0.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 13,059 | $523.5 萬 | 3.5% | −16−0.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 45,076 | $446.5 萬 | 3.0% | +79+0.2% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 38,246 | $445.9 萬 | 3.0% | +731+1.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 14,031 | $418.7 萬 | 2.8% | −56−0.4% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 28,674 | $379.6 萬 | 2.5% | +141+0.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 16,971 | $373.0 萬 | 2.5% | +118+0.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,395 | $344.3 萬 | 2.3% | −7−0.1% | 減碼 | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 212,385 | $278.4 萬 | 1.9% | +188,885+803.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 22,133 | $263.5 萬 | 1.8% | +422+1.9% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 26,963 | $256.1 萬 | 1.7% | +9,050+50.5% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 20,763 | $232.3 萬 | 1.6% | +108+0.5% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 18,592 | $226.2 萬 | 1.5% | +464+2.6% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 4,704 | $220.8 萬 | 1.5% | +132+2.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,884 | $201.6 萬 | 1.4% | −29−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,980 | $198.3 萬 | 1.3% | +72+0.6% | 加碼 | 歷史 |
| Booking Holdings Inc Com098571108 | COMM | 692 | $186.9 萬 | 1.3% | −2−0.3% | 減碼 | – |
| SYYSysco Corp | Stock | 16,485 | $184.7 萬 | 1.2% | +2,149+15.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 34,139 | $176.6 萬 | 1.2% | +103+0.3% | 加碼 | 歷史 |
| BZHBeazer Homes USA Inc | COM NEW | 57,268 | $162.0 萬 | 1.1% | +1,199+2.1% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 20,197 | $155.6 萬 | 1.0% | +213+1.1% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 22,726 | $151.7 萬 | 1.0% | +893+4.1% | 加碼 | 歷史 |
| CBChubb Ltd | COM | 7,768 | $149.6 萬 | 1.0% | +108+1.4% | 加碼 | 歷史 |
| KBHKB Home | COM | 28,337 | $146.5 萬 | 1.0% | +1,256+4.6% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 17,676 | $144.9 萬 | 1.0% | +191+1.1% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 20,276 | $135.0 萬 | 0.9% | +852+4.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,207 | $133.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,392 | $127.3 萬 | 0.9% | −17−0.2% | 減碼 | 歷史 |
| STRAStrategic Education, Inc. | COM | 14,406 | $106.9 萬 | 0.7% | +11,843+462.1% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 5,487 | $100.8 萬 | 0.7% | −10−0.2% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 23,373 | $92.5 萬 | 0.6% | +35+0.1% | 加碼 | – |
| MANManpowerGroup Inc. | COM | 10,267 | $81.5 萬 | 0.5% | −75−0.7% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 17,012 | $76.0 萬 | 0.5% | +128+0.8% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 6,472 | $70.8 萬 | 0.5% | +199+3.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,983 | $64.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SEICSEI Investments Co | COM | 8,202 | $48.9 萬 | 0.3% | +163+2.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,000 | $47.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 22,000 | $46.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 15,434 | $44.0 萬 | 0.3% | +13,184+586.0% | 加碼 | – |
| CHGGChegg, Inc | COM | 47,969 | $42.6 萬 | 0.3% | +3,005+6.7% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 3,652 | $42.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,290 | $40.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,716 | $40.0 萬 | 0.3% | −63−1.7% | 減碼 | – |
| TNETTrinet Group, Inc. | COM | 3,550 | $37.7 萬 | 0.3% | −22,759−86.5% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 8,333 | $35.6 萬 | 0.2% | −7,652−47.9% | 減碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 25,350 | $35.5 萬 | 0.2% | −184,779−87.9% | 減碼 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 21,500 | $25.6 萬 | 0.2% | +1,500+7.5% | 加碼 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 6,290 | $24.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,790 | $23.1 萬 | 0.2% | −1,133−14.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 12,000 | $22.7 萬 | 0.2% | 00.0% | 不變 | – |
| SBHSally Beauty Holdings, Inc. | COM | 16,784 | $20.7 萬 | 0.1% | −150−0.9% | 減碼 | 歷史 |
| PMFPIMCO Municipal Income Fund | COM | 12,000 | $12.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |