Ghe, LLC
- SEC CIK
- 0001910179
- 最新申報
- 2026/7/30
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/13 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 34
- 較 2025 年第 2 季 −1
- 總值
- $2.48 億
- 較 2025 年第 2 季 +$2,440 萬 (+10.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 798,996 | $1.49 億 | 60.2% | −5,521−0.7% | 減碼 | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 626,007 | $837.6 萬 | 3.4% | +17,708+2.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 20,301 | $716.1 萬 | 2.9% | −20−0.1% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 14,000 | $667.1 萬 | 2.7% | −295−2.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 17,302 | $574.7 萬 | 2.3% | +15+0.1% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 29,729 | $573.0 萬 | 2.3% | −245−0.8% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 11,381 | $553.9 萬 | 2.2% | −100−0.9% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 21,838 | $539.3 萬 | 2.2% | −83−0.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 19,699 | $495.1 萬 | 2.0% | −90−0.5% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 32,268 | $470.2 萬 | 1.9% | −194−0.6% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 14,397 | $422.6 萬 | 1.7% | −149−1.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 12,051 | $366.2 萬 | 1.5% | −35−0.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,621 | $326.4 萬 | 1.3% | +16+0.1% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 18,720 | $317.2 萬 | 1.3% | −71−0.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 34,029 | $287.9 萬 | 1.2% | −176−0.5% | 減碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | ELF | 18,462 | $244.6 萬 | 1.0% | −62−0.3% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 17,547 | $222.4 萬 | 0.9% | −78−0.4% | 減碼 | 歷史 |
| KBHKB Home | COM | 30,983 | $197.2 萬 | 0.8% | +212+0.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 28,492 | $194.9 萬 | 0.8% | +270+1.0% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 26,540 | $178.0 萬 | 0.7% | +129+0.5% | 加碼 | 歷史 |
| TNETTrinet Group, Inc. | COM | 25,917 | $173.4 萬 | 0.7% | −64−0.2% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 16,808 | $172.5 萬 | 0.7% | −63−0.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,823 | $171.8 萬 | 0.7% | −35−0.3% | 減碼 | 歷史 |
| BZHBeazer Homes USA Inc | COM NEW | 68,551 | $168.3 萬 | 0.7% | −251−0.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,994 | $154.4 萬 | 0.6% | −138−1.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 17,756 | $141.9 萬 | 0.6% | −26−0.1% | 減碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 18,738 | $141.7 萬 | 0.6% | +84+0.5% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 23,481 | $125.4 萬 | 0.5% | +938+4.2% | 加碼 | – |
| EBAYeBay Inc | COM | 13,344 | $121.4 萬 | 0.5% | −106−0.8% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 13,018 | $107.2 萬 | 0.4% | −169−1.3% | 減碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 51,450 | $74.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 47,476 | $58.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 17,200 | $34.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 12,000 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 2 季之後清倉（1 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。