Scott & Selber, Inc. — Q2 2021 13F 持股

Name: Scott & Selber, Inc. — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001315269

申报总市值

US$4.7亿

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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	AAPL	Apple INC	股票-科技	6.72%	-0.49%	-0.46%
2	MSFT	Microsoft CORP	股票-科技	5.59%	—	-0.65%
3	AMZN	Amazon.com INC	股票-周期性消费	4.85%	-0.20%	-0.54%
4	GOOG	Alphabet Inc-cl C	股票-通信服务	3.34%	+0.03%	-0.69%
5	NVDA	Nvidia CORP	股票-科技	2.87%	-0.48%	-0.60%
6	VIG	Vanguard Dividend Apprec ETF	ETF-其他	2.25%	-0.22%	-0.55%
7	VUG	Vanguard Growth ETF	ETF-其他	2.16%	-0.06%	-0.10%
8	HD	Home Depot INC	股票-周期性消费	2.05%	-0.16%	-0.34%
9	HON	Honeywell International INC	股票-工业	1.92%	-1.13%	EXIT
10	META	Meta Platforms Inc-class A	股票-通信服务	1.79%	—	-0.28%
11	JPM	Jpmorgan Chase & Co	股票-金融	1.60%	-0.17%	-1.19%
12	TMO	Thermo Fisher Scientific INC	股票-医疗保健	1.55%	—	-1.12%
13	AVGO	Broadcom INC	股票-科技	1.54%	-0.03%	-1.14%
14	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.50%	-0.21%	-0.77%
15	UNH	Unitedhealth Group INC	股票-医疗保健	1.34%	+0.09%	-0.31%
16	KKR	Kkr & Co INC	股票-金融	1.25%	—	-0.55%
17	RTX	Rtx CORP	股票-工业	1.25%	—	-2.04%
18	JNJ	Johnson & Johnson	股票-医疗保健	1.10%	—	-0.54%
19	EL	Estee Lauder Companies-cl A	股票-非周期性消费	1.06%	—	-0.32%
20	SCHD	Schwab US Dvd Equity ETF	ETF-其他	1.06%	—	-1.57%
21	GS	Goldman Sachs Group INC	股票-金融	1.02%	-0.03%	-0.56%
22	V	Visa Inc-class A Shares	股票-金融	1.00%	-0.05%	-0.28%
23	DIS	Walt Disney Co/the	股票-通信服务	0.96%	—	-0.33%
24	MU	Micron Technology INC	股票-科技	0.95%	+6.81%	-34.26%
25	PYPL	Paypal Holdings INC	股票-金融	0.92%	—	-0.81%
26	CMG	Chipotle Mexican Grill INC	股票-周期性消费	0.91%	—	-1.98%
27	WM	Waste Management INC	股票-工业	0.91%	—	-0.86%
28	BAC	Bank Of America CORP	股票-金融	0.90%	-0.06%	-2.88%
29	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.90%	—	+98.75%
30	ZTS	Zoetis INC	股票-医疗保健	0.90%	-0.68%	EXIT
31	CALY	Callaway Golf Company	股票-其他	0.89%	—	-1.19%
32	PCG	P G & E CORP	股票-公用事业	0.88%	—	+159.22%
33	PG	Procter & Gamble Co/the	股票-非周期性消费	0.88%	—	-0.54%
34	UNP	Union Pacific CORP	股票-工业	0.87%	—	-0.26%
35	VV	Vanguard Large-cap ETF	ETF-其他	0.87%	-0.03%	+4.60%
36	INTU	Intuit INC	股票-科技	0.86%	-0.22%	-0.95%
37	CRWD	Crowdstrike Holdings INC - A	股票-科技	0.86%	—	-39.44%
38	✓	Medtronic PLC Shs	股票-其他	0.86%	—	-0.40%
39	ADBE	Adobe INC	股票-科技	0.86%	—	-0.68%
40	ISRG	Intuitive Surgical INC	股票-医疗保健	0.85%	-0.22%	-0.37%
41	BLKCHF	Blackrock INC	股票-其他	0.84%	—	-0.51%
42	ABBV	Abbvie INC	股票-医疗保健	0.84%	-0.05%	+23.78%
43	BDX	Becton Dickinson And Co	股票-医疗保健	0.83%	—	+52.34%
44	LRCXEUR	Lam Research CORP	股票-科技	0.83%	—	-0.33%
45	✓	D.R.Horton	股票-其他	0.82%	—	-0.48%
46	CERNCHF	Cerner CORP	股票-其他	0.81%	—	-0.53%
47	LEN	Lennar Corp-a	股票-周期性消费	0.81%	—	-0.49%
48	AMD	Advanced Micro Devices	股票-科技	0.80%	+0.71%	-1.18%
49	AZO	Autozone INC	股票-周期性消费	0.80%	—	-0.43%
50	MA	Mastercard INC - A	股票-金融	0.79%	—	-0.25%

1–50 of 108

本季持股变动

Scott & Selber, Inc. 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	AAPL	Apple INC	—	EXIT	清仓
2	MSFT	Microsoft CORP	—	EXIT	清仓
3	AMZN	Amazon.com INC	—	EXIT	清仓
4	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
5	VIG	Vanguard Dividend Apprec ETF	—	EXIT	清仓
6	HD	Home Depot INC	—	EXIT	清仓
7	VUG	Vanguard Growth ETF	—	EXIT	清仓
8	NVDA	Nvidia CORP	—	EXIT	清仓
9	HON	Honeywell International INC	—	EXIT	清仓
10	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
11	META	Meta Platforms Inc-class A	—	EXIT	清仓
12	AVGO	Broadcom INC	—	EXIT	清仓
13	MU	Micron Technology INC	—	EXIT	清仓
14	TMO	Thermo Fisher Scientific INC	—	EXIT	清仓
15	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
16	UNH	Unitedhealth Group INC	—	EXIT	清仓
17	RTX	Rtx CORP	—	EXIT	清仓
18	JNJ	Johnson & Johnson	—	EXIT	清仓
19	DGX	Quest Diagnostics INC	—	EXIT	清仓
20	DOCU	Docusign INC	—	EXIT	清仓
21	SCHD	Schwab US Dvd Equity ETF	—	EXIT	清仓
22	KKR	Kkr & Co INC	—	EXIT	清仓
23	CRWD	Crowdstrike Holdings INC - A	—	EXIT	清仓
24	DIS	Walt Disney Co/the	—	EXIT	清仓
25	EL	Estee Lauder Companies-cl A	—	EXIT	清仓
26	V	Visa Inc-class A Shares	—	EXIT	清仓
27	PG	Procter & Gamble Co/the	—	EXIT	清仓
28	GS	Goldman Sachs Group INC	—	EXIT	清仓
29	UNP	Union Pacific CORP	—	EXIT	清仓
30	BAC	Bank Of America CORP	—	EXIT	清仓
31	CMG	Chipotle Mexican Grill INC	—	EXIT	清仓
32	IDXX	Idexx Laboratories INC	—	EXIT	清仓
33	WM	Waste Management INC	—	EXIT	清仓
34	LEN	Lennar Corp-a	—	EXIT	清仓
35	✓	Medtronic PLC Shs	—	EXIT	清仓
36	VZ	Verizon Communications INC	—	EXIT	清仓
37	✓	D.R.Horton	—	EXIT	清仓
38	MA	Mastercard INC - A	—	EXIT	清仓
39	PYPL	Paypal Holdings INC	—	EXIT	清仓
40	VV	Vanguard Large-cap ETF	—	EXIT	清仓
41	ZTS	Zoetis INC	—	EXIT	清仓
42	LRCXEUR	Lam Research CORP	—	EXIT	清仓
43	ABT	Abbott Laboratories	—	EXIT	清仓
44	AZO	Autozone INC	—	EXIT	清仓
45	CERNCHF	Cerner CORP	—	EXIT	清仓
46	LUV	Southwest Airlines Co	—	EXIT	清仓
47	BLKCHF	Blackrock INC	—	EXIT	清仓
48	CALY	Callaway Golf Company	—	EXIT	清仓
49	ADBE	Adobe INC	—	EXIT	清仓
50	ISRG	Intuitive Surgical INC	—	EXIT	清仓