持股明细 (取持股超过 1%)
| 股票 |
代码 |
2024Q2 |
2024Q1 |
2023Q4 |
2023Q3 |
2023Q2 |
2023Q1 |
| Apple |
AAPL |
30.09% |
40.81% |
50.19% |
50.04% |
51.00% |
46.44% |
| Bank of America |
BAC |
14.67% |
11.81% |
10.01% |
9.03% |
8.51% |
9.09% |
| American Express |
AXP |
12.54% |
10.41% |
8.18% |
7.22% |
7.59% |
7.69% |
| Coca Cola |
KO |
9.09% |
7.38% |
6.79% |
7.15% |
6.92% |
7.63% |
| Chevron |
CVX |
6.63% |
5.85% |
5.41% |
5.93% |
5.56% |
6.65% |
| OXY |
OXY |
5.75% |
4.86% |
4.19% |
4.64% |
3.78% |
4.07% |
| Kraft Heinz |
KHC |
3.75% |
3.62% |
3.47% |
3.50% |
3.32% |
3.87% |
| Moody's |
MCO |
3.71% |
2.92% |
2.77% |
2.49% |
2.46% |
2.32% |
| Chubb |
CB |
2.46% |
2.03% |
- |
- |
- |
- |
| DaVita |
DVA |
1.79% |
1.50% |
1.09% |
1.09% |
1.04% |
0.90% |
| Citigroup |
C |
1.25% |
1.05% |
0.82% |
0.72% |
0.73% |
0.80% |
2024 Q2 较大变动
- 大幅减码 AAPL (40.81% -> 30.09%) (卖出 49.33% ，接近一半的持股)
2024 Q1 较大变动
- 新增持股 Chubb (安达保险)，持股 2.03%
- 大幅减码 AAPL (50.19% -> 40.81%)
2023 Q4 较大变动
2023 Q3 较大变动
2023 Q2 较大变动
- 主要持股无变动，加码 AAPL (46.44% -> 51.00%)
- 减码 ATVI (1.30% -> 0.35%)
2023 Q1 较大变动
- 主要持股无变动，加码 AAPL (38.90% -> 46.44%)
出清 台积电 (0.21% -> 0)
2022 Q4 较大变动
减码 台积电 (1.39% -> 0.21%)、US Bank (1.06% -> 0.10%)
2022 Q3 较大变动
新增持股台积电，持股 1.39%，为排名第十的持股- 加码 OXY，减码 US Bank
2022 Q2 较大变动
2022 Q1 较大变动
- 买入 Chevron，OXY， Activision Blizzard，HP
- 卖出 Verizon
美股开户者