Stablepoint Partners, LLC
- SEC CIK
- 0002011237
- 最新申報
- 2026/7/9
2024 年第 1 季到 2024 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 14 檔
- 估計 +$375.9 萬
- 加碼
- 108 檔
- 估計 +$3,985 萬
- 減碼
- 96 檔
- 估計 −$2,228 萬
- 清倉
- 6 檔
- 估計 −$235.4 萬
總值從 $4.93 億變成 $5.16 億（+$2,253 萬 (+4.6%)），持股從 233 檔變成 241 檔（+8）。
2024 年第 2 季全部持倉2024 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 2 季，下面灰字是 2024 年第 1 季。兩季之間拆股的股票，2024 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 減碼歷史 | 73,19875,860 | −2,662−3.5% | $1,597 萬$1,301 萬 | −$58.1 萬 | 3.1%2.6% | +0.46 |
| MSFTMicrosoft Corp | 減碼歷史 | 23,86225,520 | −1,658−6.5% | $1,018 萬$1,074 萬 | −$70.8 萬 | 2.0%2.2% | −0.20 |
| Janus Detroit STR Tr47103U886 | 加碼– | 207,539152,071 | +55,468+36.5% | $1,012 萬$737.5 萬 | +$270.4 萬 | 2.0%1.5% | +0.47 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 44,38150,398 | −6,017−11.9% | $935.8 萬$1,009 萬 | −$126.9 萬 | 1.8%2.0% | −0.23 |
| NEENextera Energy Inc | 加碼歷史 | 120,524112,100 | +8,424+7.5% | $896.0 萬$716.4 萬 | +$62.6 萬 | 1.7%1.5% | +0.28 |
| AMZNAmazon Com Inc | 減碼歷史 | 46,13348,121 | −1,988−4.1% | $845.2 萬$868.0 萬 | −$36.4 萬 | 1.6%1.8% | −0.12 |
| Ssga Active ETF Tr78467V608 | 加碼– | 198,640144,527 | +54,113+37.4% | $828.5 萬$608.6 萬 | +$225.7 萬 | 1.6%1.2% | +0.37 |
| AVGOBroadcom Inc. | 加碼歷史 | 52,5337,067 | +45,466+643.4% | $789.2 萬$936.7 萬 | +$683.0 萬 | 1.5%1.9% | −0.37 |
| IAUiShares Gold Trust | 減碼歷史 | 165,721199,251 | −33,530−16.8% | $746.1 萬$837.1 萬 | −$151.0 萬 | 1.4%1.7% | −0.25 |
| PGProcter & Gamble Co | 減碼歷史 | 42,08443,199 | −1,115−2.6% | $715.1 萬$700.9 萬 | −$18.9 萬 | 1.4%1.4% | −0.03 |
| KOCoca Cola Co | 加碼歷史 | 105,453102,028 | +3,425+3.4% | $704.7 萬$624.2 萬 | +$22.9 萬 | 1.4%1.3% | +0.10 |
| LMTLockheed Martin Corp | 加碼歷史 | 13,26712,661 | +606+4.8% | $700.0 萬$575.9 萬 | +$32.0 萬 | 1.4%1.2% | +0.19 |
| AMGNAmgen Inc | 加碼歷史 | 20,47411,387 | +9,087+79.8% | $680.8 萬$323.8 萬 | +$302.2 萬 | 1.3%0.7% | +0.66 |
| iShares Tr464288687 | 加碼– | 211,634196,503 | +15,131+7.7% | $671.3 萬$633.3 萬 | +$48.0 萬 | 1.3%1.3% | +0.02 |
| First Tr Exchange-Traded FD33739Q408 | 加碼– | 107,87780,967 | +26,910+33.2% | $646.5 萬$482.7 萬 | +$161.3 萬 | 1.3%1.0% | +0.27 |
| iShares Tips Bond ETF464287176 | 加碼– | 60,07850,300 | +9,778+19.4% | $645.9 萬$540.3 萬 | +$105.1 萬 | 1.3%1.1% | +0.16 |
| MRKMerck & Co., Inc. | 減碼歷史 | 48,89050,056 | −1,166−2.3% | $624.7 萬$660.5 萬 | −$14.9 萬 | 1.2%1.3% | −0.13 |
| PEPPepsiCo Inc | 加碼歷史 | 35,33932,492 | +2,847+8.8% | $612.1 萬$568.6 萬 | +$49.3 萬 | 1.2%1.2% | +0.03 |
| PSXPhillips 66 | 減碼歷史 | 42,54949,041 | −6,492−13.2% | $597.4 萬$801.0 萬 | −$91.2 萬 | 1.2%1.6% | −0.47 |
| CVXChevron Corp | 加碼歷史 | 37,91936,003 | +1,916+5.3% | $593.8 萬$567.9 萬 | +$30.0 萬 | 1.2%1.2% | 0.00 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 253,596218,120 | +35,476+16.3% | $582.5 萬$500.6 萬 | +$81.5 萬 | 1.1%1.0% | +0.11 |
| COFCapital One Financial Corp | 減碼歷史 | 38,95843,072 | −4,114−9.6% | $580.7 萬$641.3 萬 | −$61.3 萬 | 1.1%1.3% | −0.17 |
| WMTWalmart Inc. | 減碼歷史 | 81,06389,843 | −8,780−9.8% | $564.4 萬$540.6 萬 | −$61.1 萬 | 1.1%1.1% | 0.00 |
| MCDMcDonalds Corp | 加碼歷史 | 21,36519,486 | +1,879+9.6% | $558.5 萬$549.4 萬 | +$49.1 萬 | 1.1%1.1% | −0.03 |
| BXBlackstone Inc. | 加碼歷史 | 39,12038,654 | +466+1.2% | $551.5 萬$507.8 萬 | +$6.57 萬 | 1.1%1.0% | +0.04 |
| ULUnilever PLC | 減碼歷史 | 89,00089,871 | −871−1.0% | $542.2 萬$451.1 萬 | −$5.31 萬 | 1.1%0.9% | +0.14 |
| CVSCVS Health Corp | 加碼歷史 | 87,32574,766 | +12,559+16.8% | $537.7 萬$596.3 萬 | +$77.3 萬 | 1.0%1.2% | −0.17 |
| DOWDow Inc. | 加碼歷史 | 99,31392,805 | +6,508+7.0% | $525.0 萬$537.6 萬 | +$34.4 萬 | 1.0%1.1% | −0.07 |
| JNJJohnson & Johnson | 加碼歷史 | 33,07530,813 | +2,262+7.3% | $524.4 萬$487.4 萬 | +$35.9 萬 | 1.0%1.0% | +0.03 |
| GOOGLAlphabet Inc. | 減碼歷史 | 30,74531,676 | −931−2.9% | $521.2 萬$478.1 萬 | −$15.8 萬 | 1.0%1.0% | +0.04 |
| MDTMedtronic plc | 加碼歷史 | 64,65857,152 | +7,506+13.1% | $517.3 萬$498.1 萬 | +$60.0 萬 | 1.0%1.0% | −0.01 |
| METAMeta Platforms, Inc. | 減碼歷史 | 11,01511,141 | −126−1.1% | $513.0 萬$541.0 萬 | −$5.87 萬 | 1.0%1.1% | −0.10 |
| QCOMQualcomm Inc | 減碼歷史 | 28,48636,778 | −8,292−22.5% | $508.9 萬$622.7 萬 | −$148.1 萬 | 1.0%1.3% | −0.28 |
| CCICrown Castle Inc. | 加碼歷史 | 46,49539,993 | +6,502+16.3% | $502.8 萬$423.2 萬 | +$70.3 萬 | 1.0%0.9% | +0.12 |
| VZVerizon Communications Inc | 減碼歷史 | 125,142127,963 | −2,821−2.2% | $500.9 萬$536.9 萬 | −$11.3 萬 | 1.0%1.1% | −0.12 |
| TAT&T Inc. | 減碼歷史 | 262,248268,363 | −6,115−2.3% | $495.6 萬$472.3 萬 | −$11.6 萬 | 1.0%1.0% | 0.00 |
| STXSeagate Technology Holdings plc | 減碼歷史 | 47,94059,132 | −11,192−18.9% | $495.6 萬$550.2 萬 | −$115.7 萬 | 1.0%1.1% | −0.15 |
| LYBLyondellBasell Industries N.V. | 加碼歷史 | 50,73349,923 | +810+1.6% | $494.1 萬$510.6 萬 | +$7.89 萬 | 1.0%1.0% | −0.08 |
| FEFirstenergy Corp | 加碼歷史 | 118,503110,989 | +7,514+6.8% | $492.0 萬$428.6 萬 | +$31.2 萬 | 1.0%0.9% | +0.08 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 98,46090,329 | +8,131+9.0% | $472.5 萬$450.8 萬 | +$39.0 萬 | 0.9%0.9% | 0.00 |
| FITBFifth Third Bancorp | 減碼歷史 | 108,142139,807 | −31,665−22.6% | $454.1 萬$520.2 萬 | −$133.0 萬 | 0.9%1.1% | −0.17 |
| NVDANVIDIA Corp | 減碼依 10 比 1 拆股換算歷史 | 39,91541,440 | −1,525−3.7% | $445.4 萬$374.4 萬 | −$17.0 萬 | 0.9%0.8% | +0.10 |
| WBSWebster Financial Corp | 減碼歷史 | 91,66798,053 | −6,386−6.5% | $442.7 萬$497.8 萬 | −$30.8 萬 | 0.9%1.0% | −0.15 |
| KMIKinder Morgan, Inc. | 減碼歷史 | 207,637218,696 | −11,059−5.1% | $442.1 萬$401.1 萬 | −$23.5 萬 | 0.9%0.8% | +0.04 |
| DUKDuke Energy CORP | 減碼歷史 | 39,72241,233 | −1,511−3.7% | $431.7 萬$398.8 萬 | −$16.4 萬 | 0.8%0.8% | +0.03 |
| METMetlife Inc | 減碼歷史 | 57,14766,965 | −9,818−14.7% | $431.5 萬$496.3 萬 | −$74.1 萬 | 0.8%1.0% | −0.17 |
| EIXEdison International | 加碼歷史 | 53,82251,673 | +2,149+4.2% | $420.9 萬$365.5 萬 | +$16.8 萬 | 0.8%0.7% | +0.08 |
| GSKGSK plc | 加碼歷史 | 104,269104,265 | +40.0% | $417.2 萬$447.0 萬 | +$160.04 | 0.8%0.9% | −0.10 |
| TDToronto Dominion Bank | 加碼歷史 | 72,08963,859 | +8,230+12.9% | $416.4 萬$385.6 萬 | +$47.5 萬 | 0.8%0.8% | +0.03 |
| PFEPfizer Inc | 加碼歷史 | 134,556101,027 | +33,529+33.2% | $413.4 萬$280.3 萬 | +$103.0 萬 | 0.8%0.6% | +0.23 |
| KMBKimberly Clark Corp | 加碼歷史 | 28,48727,585 | +902+3.3% | $401.2 萬$356.8 萬 | +$12.7 萬 | 0.8%0.7% | +0.05 |
| ABBVAbbVie Inc. | 減碼歷史 | 21,45821,809 | −351−1.6% | $390.4 萬$397.1 萬 | −$6.39 萬 | 0.8%0.8% | −0.05 |
| DDominion Energy, Inc | 加碼歷史 | 68,54760,026 | +8,521+14.2% | $362.7 萬$295.3 萬 | +$45.1 萬 | 0.7%0.6% | +0.10 |
| First Tr Exchange-Traded FD33734H106 | 減碼– | 83,05794,296 | −11,239−11.9% | $357.2 萬$398.2 萬 | −$48.3 萬 | 0.7%0.8% | −0.11 |
| TMUST-Mobile US, Inc. | 加碼歷史 | 19,82119,414 | +407+2.1% | $350.6 萬$316.9 萬 | +$7.20 萬 | 0.7%0.6% | +0.04 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 17,13416,009 | +1,125+7.0% | $322.7 萬$292.3 萬 | +$21.2 萬 | 0.6%0.6% | +0.03 |
| First Tr Exchange Traded FD33738R605 | 加碼– | 54,71154,070 | +641+1.2% | $307.0 萬$309.4 萬 | +$3.60 萬 | 0.6%0.6% | −0.03 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 5,4014,977 | +424+8.5% | $306.1 萬$246.2 萬 | +$24.0 萬 | 0.6%0.5% | +0.09 |
| UBERUber Technologies, Inc | 加碼歷史 | 47,51347,185 | +328+0.7% | $302.9 萬$363.3 萬 | +$2.09 萬 | 0.6%0.7% | −0.15 |
| TJXTJX Companies Inc | 加碼歷史 | 26,83326,830 | +30.0% | $302.0 萬$272.1 萬 | +$337.68 | 0.6%0.6% | +0.03 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 25,24214,587 | +10,655+73.0% | $293.1 萬$169.6 萬 | +$123.7 萬 | 0.6%0.3% | +0.22 |
| LLYEli Lilly & Co | 減碼歷史 | 3,4863,537 | −51−1.4% | $281.6 萬$275.2 萬 | −$4.12 萬 | 0.5%0.6% | −0.01 |
| Vanguard Emerging Markets Government Bond ETF921946885 | 減碼– | 43,54658,490 | −14,944−25.5% | $277.7 萬$373.5 萬 | −$95.3 萬 | 0.5%0.8% | −0.22 |
| COINCoinbase Global, Inc. | 減碼歷史 | 11,74213,097 | −1,355−10.3% | $275.0 萬$347.2 萬 | −$31.7 萬 | 0.5%0.7% | −0.17 |
| NFLXNetflix Inc | 加碼歷史 | 4,3174,227 | +90+2.1% | $270.7 萬$256.7 萬 | +$5.64 萬 | 0.5%0.5% | 0.00 |
| MDLZMondelez International, Inc. | 加碼歷史 | 38,72535,909 | +2,816+7.8% | $259.8 萬$251.4 萬 | +$18.9 萬 | 0.5%0.5% | −0.01 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 3,9013,722 | +179+4.8% | $235.7 萬$216.3 萬 | +$10.8 萬 | 0.5%0.4% | +0.02 |
| ISRGIntuitive Surgical Inc | 加碼歷史 | 5,2565,110 | +146+2.9% | $233.2 萬$203.9 萬 | +$6.48 萬 | 0.5%0.4% | +0.04 |
| OSKOshkosh Corp | 減碼歷史 | 19,66920,069 | −400−2.0% | $227.9 萬$250.3 萬 | −$4.63 萬 | 0.4%0.5% | −0.07 |
| SPDR Series Trust78464A763 | 減碼– | 16,81317,514 | −701−4.0% | $225.2 萬$229.9 萬 | −$9.39 萬 | 0.4%0.5% | −0.03 |
| SBUXStarbucks Corp | 加碼歷史 | 29,66225,652 | +4,010+15.6% | $223.1 萬$234.4 萬 | +$30.2 萬 | 0.4%0.5% | −0.04 |
| DEDeere & Co | 加碼歷史 | 5,8805,475 | +405+7.4% | $221.5 萬$224.9 萬 | +$15.3 萬 | 0.4%0.5% | −0.03 |
| LOWLowes Companies Inc | 加碼歷史 | 9,2068,496 | +710+8.4% | $220.8 萬$216.4 萬 | +$17.0 萬 | 0.4%0.4% | −0.01 |
| RTXRTX Corp | 減碼歷史 | 19,06719,221 | −154−0.8% | $218.2 萬$187.5 萬 | −$1.76 萬 | 0.4%0.4% | +0.04 |
| TSLATesla, Inc. | 加碼歷史 | 9,2918,231 | +1,060+12.9% | $215.6 萬$144.7 萬 | +$24.6 萬 | 0.4%0.3% | +0.12 |
| DGXQuest Diagnostics Inc | 加碼歷史 | 15,13214,065 | +1,067+7.6% | $215.1 萬$187.2 萬 | +$15.2 萬 | 0.4%0.4% | +0.04 |
| GILDGilead Sciences, Inc. | 加碼歷史 | 27,36724,166 | +3,201+13.2% | $212.7 萬$177.0 萬 | +$24.9 萬 | 0.4%0.4% | +0.05 |
| ABTAbbott Laboratories | 加碼歷史 | 20,01518,443 | +1,572+8.5% | $209.7 萬$209.6 萬 | +$16.5 萬 | 0.4%0.4% | −0.02 |
| TTTrane Technologies plc | 減碼歷史 | 6,1536,253 | −100−1.6% | $204.2 萬$187.7 萬 | −$3.32 萬 | 0.4%0.4% | +0.02 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 22,59621,434 | +1,162+5.4% | $203.5 萬$181.0 萬 | +$10.5 萬 | 0.4%0.4% | +0.03 |
| PLDPrologis, Inc. | 加碼歷史 | 15,83814,206 | +1,632+11.5% | $196.3 萬$185.0 萬 | +$20.2 萬 | 0.4%0.4% | +0.01 |
| GOOGAlphabet Inc. | 減碼歷史 | 10,93110,974 | −43−0.4% | $187.1 萬$167.1 萬 | −$7,358.59 | 0.4%0.3% | +0.02 |
| ORCLOracle Corp | 減碼歷史 | 13,28914,034 | −745−5.3% | $183.8 萬$176.3 萬 | −$10.3 萬 | 0.4%0.4% | 0.00 |
| VVisa Inc. | 減碼歷史 | 6,9666,996 | −30−0.4% | $182.2 萬$195.2 萬 | −$7,848 | 0.4%0.4% | −0.04 |
| VLOValero Energy Corp | 減碼歷史 | 11,54911,604 | −55−0.5% | $181.8 萬$198.1 萬 | −$8,659.75 | 0.4%0.4% | −0.05 |
| PHParker-Hannifin Corp | 加碼歷史 | 3,2052,875 | +330+11.5% | $175.8 萬$159.8 萬 | +$18.1 萬 | 0.3%0.3% | +0.02 |
| APOApollo Global Management, Inc. | 減碼歷史 | 14,33114,516 | −185−1.3% | $174.9 萬$163.2 萬 | −$2.26 萬 | 0.3%0.3% | +0.01 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 加碼– | 7,0056,451 | +554+8.6% | $174.7 萬$161.2 萬 | +$13.8 萬 | 0.3%0.3% | +0.01 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 加碼歷史 | 10,90010,458 | +442+4.2% | $174.4 萬$142.3 萬 | +$7.07 萬 | 0.3%0.3% | +0.05 |
| AXPAmerican Express Co | 減碼歷史 | 6,9347,402 | −468−6.3% | $171.9 萬$168.5 萬 | −$11.6 萬 | 0.3%0.3% | −0.01 |
| AZNAstraZeneca PLC | 減碼歷史 | 21,75823,003 | −1,245−5.4% | $170.5 萬$155.8 萬 | −$9.76 萬 | 0.3%0.3% | +0.01 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 38,63425,713 | +12,921+50.3% | $168.3 萬$107.4 萬 | +$56.3 萬 | 0.3%0.2% | +0.11 |
| WMBWilliams Companies, Inc. | 減碼歷史 | 39,01439,702 | −688−1.7% | $167.5 萬$154.7 萬 | −$2.95 萬 | 0.3%0.3% | +0.01 |
| INTUIntuit Inc. | 減碼歷史 | 2,6293,477 | −848−24.4% | $167.3 萬$226.0 萬 | −$54.0 萬 | 0.3%0.5% | −0.13 |
| RJFRaymond James Financial Inc | 加碼歷史 | 14,23713,510 | +727+5.4% | $164.4 萬$173.5 萬 | +$8.39 萬 | 0.3%0.4% | −0.03 |
| iShares Tr464287440 | 加碼– | 17,2709,478 | +7,792+82.2% | $164.4 萬$89.7 萬 | +$74.2 萬 | 0.3%0.2% | +0.14 |
| Invesco Exch TRD SLF Idx FD46138J635 | 加碼– | 68,09016,068 | +52,022+323.8% | $157.9 萬$37.2 萬 | +$120.7 萬 | 0.3%0.1% | +0.23 |
| CRMSalesforce, Inc. | 減碼歷史 | 6,0976,840 | −743−10.9% | $157.7 萬$206.0 萬 | −$19.2 萬 | 0.3%0.4% | −0.11 |
| TGTTarget Corp | 加碼歷史 | 10,4479,778 | +669+6.8% | $153.4 萬$173.3 萬 | +$9.82 萬 | 0.3%0.4% | −0.05 |
| SHWSherwin Williams Co | 減碼歷史 | 4,3344,378 | −44−1.0% | $152.8 萬$152.1 萬 | −$1.55 萬 | 0.3%0.3% | −0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。