持股明细 (取持股超过 1%)
| 股票 |
代码 |
2025Q1 |
2024Q4 |
2024Q3 |
2024Q2 |
2024Q1 |
2023Q4 |
| Apple |
AAPL |
25.76% |
28.12% |
26.24% |
30.09% |
40.81% |
50.19% |
| American Express |
AXP |
15.77% |
16.84% |
15.44% |
12.54% |
10.41% |
8.18% |
| Coca Cola |
KO |
11.07% |
9.32% |
10.79% |
9.09% |
7.38% |
6.79% |
| Bank of America |
BAC |
10.19% |
11.19% |
11.88% |
14.67% |
11.81% |
10.01% |
| Chevron |
CVX |
7.67% |
6.43% |
6.56% |
6.63% |
5.85% |
5.41% |
| OXY |
OXY |
5.06% |
4.89% |
4.94% |
5.75% |
4.86% |
4.19% |
| Moody's |
MCO |
4.44% |
4.37% |
4.40% |
3.71% |
2.92% |
2.77% |
| Kraft Heinz |
KHC |
3.83% |
3.74% |
4.29% |
3.75% |
3.62% |
3.47% |
| Chubb |
CB |
3.16% |
2.80% |
2.93% |
2.46% |
2.03% |
- |
| DaVita |
DVA |
2.08% |
2.02% |
2.22% |
1.79% |
1.50% |
1.09% |
| Kroger |
KR |
1.31% |
1.14% |
1.08% |
0.89% |
0.86% |
0.65% |
| VeriSign |
VRSN |
1.30% |
1.03% |
0.91% |
0.81% |
0.73% |
0.75% |
| VISA |
V |
1.12% |
0.98% |
0.86% |
0.78% |
0.70% |
0.62% |
| Sirius XM |
SIRI |
1.04% |
1.00% |
0.93% |
0.13% |
0.04% |
0.06% |
2025 Q1 较大变动
- 加码 Constellation Brands (美国啤酒进口商) (0.47% -> 0.85%)
- 主要持股无变动
2024 Q4 较大变动
- 减码 Citigroup(花旗) (1.30% -> 0.39%)
- 主要持股无变动
2024 Q3 较大变动
- 大幅减码 AAPL (30.09% -> 26.24%)、BAC (14.67% -> 11.88%)
- 新增持股 SIRI (Sirius XM)，持股 0.93%
- 持有现金水位增加
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)
- 持有现金水位增加
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%)
- 持有现金水位增加
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