Knowledge Leaders Capital, LLC — Q2 2021 13F 持股

Name: Knowledge Leaders Capital, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001563223

申报总市值

US$4215.4万

← 返回最新季度

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SCHP	Schwab U.s. Tips ETF	ETF-其他	13.80%	—	—
2	CHD	Church & Dwight Co INC	股票-非周期性消费	1.92%	—	—
3	A	Agilent Technologies INC	股票-医疗保健	1.62%	—	+6.36%
4	ASML	ASML Holding N.V.	股票-科技	1.57%	—	+1.22%
5	PH	Parker Hannifin CORP	股票-工业	1.53%	—	+0.49%
6	PPG	Ppg Industries INC	股票-原材料	1.40%	—	+1.22%
7	TSCO	Tractor Supply Company	股票-周期性消费	1.30%	—	+118.76%
8	ETN	Eaton Corporation plc	股票-工业	1.28%	—	+0.45%
9	WMS	Advanced Drainage Systems In	股票-工业	1.27%	—	—
10	NVDA	Nvidia CORP	股票-科技	1.19%	—	+3.89%
11	IR	Ingersoll-rand INC	股票-工业	1.18%	—	+65.64%
12	UFS	Domtar CORP	股票-其他	1.05%	—	—
13	PYPL	Paypal Holdings INC	股票-金融	1.05%	—	+1.22%
14	TRMB	Trimble INC	股票-科技	1.03%	—	-2.37%
15	ADBE	Adobe INC	股票-科技	1.01%	—	+1.22%
16	LPX	Louisiana-pacific CORP	股票-工业	1.01%	—	—
17	AAP	Advance Auto Parts INC	股票-周期性消费	1.00%	—	-28.17%
18	EMR	Emerson Electric Co	股票-工业	1.00%	—	+1.22%
19	OC	Owens Corning	股票-工业	0.97%	—	—
20	LMAT	Lemaitre Vascular INC	股票-其他	0.93%	—	—
21	AME	Ametek INC	股票-工业	0.91%	—	-0.13%
22	INTU	Intuit INC	股票-科技	0.90%	—	+1.22%
23	SNPS	Synopsys INC	股票-科技	0.87%	—	+1.22%
24	GRMN	Garmin Ltd.	股票-科技	0.87%	—	—
25	LRCXEUR	Lam Research CORP	股票-科技	0.87%	—	+1.22%
26	DHR	Danaher CORP	股票-医疗保健	0.84%	—	+1.08%
27	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.84%	—	—
28	TOWN	Towne Bank	股票-其他	0.83%	—	—
29	WAB	Wabtec CORP	股票-工业	0.83%	—	—
30	CAE	Cae INC	股票-其他	0.82%	—	+1.22%
31	HSY	Hershey Co/the	股票-非周期性消费	0.82%	—	—
32	FCNCA	First Citizens Bcshs -cl A	股票-金融	0.82%	—	—
33	SLB	Slb LTD	股票-能源	0.81%	—	—
34	FRCB	First Republic Bank/ca	股票-金融	0.79%	—	—
35	FHN	First Horizon CORP	股票-金融	0.79%	—	—
36	WRKUSD	Westrock Co	股票-其他	0.77%	—	—
37	BLD	Topbuild CORP	股票-工业	0.77%	—	—
38	BF-B	Brown-forman Corp-class B	股票-其他	0.76%	—	+1.16%
39	MORN	Morningstar INC	股票-金融	0.76%	—	—
40	TGT	Target CORP	股票-周期性消费	0.76%	—	—
41	BC	Brunswick CORP	股票-周期性消费	0.75%	—	+4.84%
42	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.75%	—	—
43	HAS	Hasbro INC	股票-周期性消费	0.75%	—	+1.22%
44	COO	The Cooper Companies, Inc.	股票-医疗保健	0.75%	—	+1.22%
45	NVS	Novartis Ag-sponsored Adr	股票-医疗保健	0.75%	—	+28.64%
46	GGG	Graco INC	股票-工业	0.74%	—	—
47	USB	US Bancorp	股票-金融	0.73%	—	—
48	DOV	Dover CORP	股票-工业	0.73%	—	—
49	RNST	Renasant CORP	股票-其他	0.72%	—	—
50	CMI	Cummins INC	股票-工业	0.72%	—	—

1–50 of 130

本季持股变动

Knowledge Leaders Capital, LLC 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SCHP	Schwab U.s. Tips ETF	—	EXIT	清仓
2	PH	Parker Hannifin CORP	—	EXIT	清仓
3	BBY	Best Buy Co INC	—	EXIT	清仓
4	ASML	ASML Holding N.V.	—	EXIT	清仓
5	A	Agilent Technologies INC	—	EXIT	清仓
6	AAP	Advance Auto Parts INC	—	EXIT	清仓
7	PPG	Ppg Industries INC	—	EXIT	清仓
8	ZBH	Zimmer Biomet Holdings INC	—	EXIT	清仓
9	ETN	Eaton Corporation plc	—	EXIT	清仓
10	WMS	Advanced Drainage Systems In	—	EXIT	清仓
11	TRMB	Trimble INC	—	EXIT	清仓
12	EMR	Emerson Electric Co	—	EXIT	清仓
13	LPX	Louisiana-pacific CORP	—	EXIT	清仓
14	OC	Owens Corning	—	EXIT	清仓
15	AME	Ametek INC	—	EXIT	清仓
16	PYPL	Paypal Holdings INC	—	EXIT	清仓
17	TOWN	Towne Bank	—	EXIT	清仓
18	FCNCA	First Citizens Bcshs -cl A	—	EXIT	清仓
19	BLD	Topbuild CORP	—	EXIT	清仓
20	ADBE	Adobe INC	—	EXIT	清仓
21	WAB	Wabtec CORP	—	EXIT	清仓
22	GRMN	Garmin Ltd.	—	EXIT	清仓
23	NKE	Nike INC -cl B	—	EXIT	清仓
24	LRCXEUR	Lam Research CORP	—	EXIT	清仓
25	SNPS	Synopsys INC	—	EXIT	清仓
26	FHN	First Horizon CORP	—	EXIT	清仓
27	CMI	Cummins INC	—	EXIT	清仓
28	NVDA	Nvidia CORP	—	EXIT	清仓
29	WRKUSD	Westrock Co	—	EXIT	清仓
30	XRAY	Dentsply Sirona INC	—	EXIT	清仓
31	HAS	Hasbro INC	—	EXIT	清仓
32	SHY	Ishares 1-3 Year Treasury Bo	—	EXIT	清仓
33	CAE	Cae INC	—	EXIT	清仓
34	AAPL	Apple INC	—	EXIT	清仓
35	RNST	Renasant CORP	—	EXIT	清仓
36	COLM	Columbia Sportswear Co	—	EXIT	清仓
37	LMAT	Lemaitre Vascular INC	—	EXIT	清仓
38	RL	Ralph Lauren CORP	—	EXIT	清仓
39	COO	The Cooper Companies, Inc.	—	EXIT	清仓
40	IR	Ingersoll-rand INC	—	EXIT	清仓
41	UFS	Domtar CORP	—	EXIT	清仓
42	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓
43	FRCB	First Republic Bank/ca	—	EXIT	清仓
44	SPNT	SiriusPoint Ltd.	—	EXIT	清仓
45	DHR	Danaher CORP	—	EXIT	清仓
46	INTU	Intuit INC	—	EXIT	清仓
47	BF-B	Brown-forman Corp-class B	—	EXIT	清仓
48	SLB	Slb LTD	—	EXIT	清仓
49	BC	Brunswick CORP	—	EXIT	清仓
50	KNL	Knoll INC	—	EXIT	清仓