Page Arthur B — Q2 2021 13F 持股

Name: Page Arthur B — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001592615

申報總市值

US$9720.4萬

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	AAPL	Apple INC	股票-科技	4.63%	—	-3.63%
2	GOOGL	Alphabet Inc-cl A	股票-通訊服務	4.58%	—	-8.10%
3	MSFT	Microsoft CORP	股票-科技	4.37%	—	-3.44%
4	DHR	Danaher CORP	股票-醫療保健	4.04%	—	-1.75%
5	MA	Mastercard INC - A	股票-金融	3.85%	—	-2.01%
6	ADP	Automatic Data Processing	股票-科技	3.64%	—	-0.27%
7	ABT	Abbott Laboratories	股票-醫療保健	3.57%	—	-0.57%
8	ADI	Analog Devices INC	股票-科技	3.46%	—	+0.02%
9	JNJ	Johnson & Johnson	股票-醫療保健	3.40%	—	-0.14%
10	HD	Home Depot INC	股票-循環性消費	2.93%	—	-3.44%
11	CNI	Canadian Natl Railway Co	股票-工業	2.91%	—	+0.78%
12	XLNXEUR	Xilinx INC	股票-其他	2.88%	—	-1.29%
13	ROK	Rockwell Automation INC	股票-工業	2.74%	—	+1.07%
14	ATR	Aptargroup INC	股票-醫療保健	2.72%	—	-0.14%
15	PYPL	Paypal Holdings INC	股票-金融	2.72%	—	-8.44%
16	DIS	Walt Disney Co/the	股票-通訊服務	2.70%	—	-0.57%
17	NSRGY	Nestle Sa-spons Adr	股票-其他	2.63%	—	+0.49%
18	FISV	Fiserv INC	股票-其他	2.57%	—	+0.31%
19	AMZN	Amazon.com INC	股票-循環性消費	2.54%	—	-0.48%
20	UNH	Unitedhealth Group INC	股票-醫療保健	2.51%	—	+2.09%
21	NVS	Novartis Ag-sponsored Adr	股票-醫療保健	2.14%	—	-2.67%
22	PG	Procter & Gamble Co/the	股票-非循環性消費	2.09%	—	+3.74%
23	BDX	Becton Dickinson And Co	股票-醫療保健	2.00%	—	+1.59%
24	UL	Unilever PLC	股票-非循環性消費	1.88%	—	+3.96%
25	XYL	Xylem INC	股票-工業	1.87%	—	+3.55%
26	NKE	Nike INC -cl B	股票-循環性消費	1.79%	—	+38.95%
27	WMT	Walmart INC	股票-非循環性消費	1.77%	—	+0.11%
28	HON	Honeywell International INC	股票-工業	1.61%	—	+10.28%
29	ILMN	Illumina INC	股票-醫療保健	1.57%	—	+9.16%
30	TJX	Tjx Companies INC	股票-循環性消費	1.55%	—	+23.47%
31	CHD	Church & Dwight Co INC	股票-非循環性消費	1.50%	—	-1.14%
32	✓	Novozymes A S Dkk 2.0	股票-其他	1.34%	—	-26.33%
33	✓	Royal Dsm N V Spon Adr	股票-其他	1.21%	—	+96.88%
34	CVX	Chevron CORP	股票-能源	1.05%	—	+1.30%
35	PEP	Pepsico INC	股票-非循環性消費	1.00%	—	-0.74%
36	AMT	American Tower CORP	股票-房地產	0.98%	—	+29.63%
37	AAGIY	Aia Group Ltd-sp Adr	股票-其他	0.92%	—	-32.78%
38	RTX	Rtx CORP	股票-工業	0.87%	—	-0.35%
39	CVS	Cvs Health CORP	股票-醫療保健	0.65%	—	+10.76%
40	SYY	Sysco CORP	股票-非循環性消費	0.65%	—	—
41	SYK	Stryker CORP	股票-醫療保健	0.64%	—	-2.83%
42	BXP	Bxp INC	股票-房地產	0.58%	—	+1.44%
43	✓		股票-其他	0.56%	—	-0.11%
44	ECL	Ecolab INC	股票-原物料	0.56%	—	-0.79%
45	MMM	3m Co	股票-工業	0.47%	—	-35.79%
46	ABBV	Abbvie INC	股票-醫療保健	0.43%	—	-5.30%
47	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.41%	—	-3.86%
48	AMGN	Amgen INC	股票-醫療保健	0.36%	—	-5.75%
49	INTC	Intel CORP	股票-科技	0.27%	—	-57.87%
50	MRK	Merck & Co. INC.	股票-醫療保健	0.22%	—	-3.24%

1–50 of 59

本季持股變動

Page Arthur B 於截至 Q2 2021 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	AAPL	Apple INC	—	EXIT	清倉
2	GOOGL	Alphabet Inc-cl A	—	EXIT	清倉
3	MSFT	Microsoft CORP	—	EXIT	清倉
4	MA	Mastercard INC - A	—	EXIT	清倉
5	ABT	Abbott Laboratories	—	EXIT	清倉
6	ADP	Automatic Data Processing	—	EXIT	清倉
7	DHR	Danaher CORP	—	EXIT	清倉
8	JNJ	Johnson & Johnson	—	EXIT	清倉
9	CNI	Canadian Natl Railway Co	—	EXIT	清倉
10	ADI	Analog Devices INC	—	EXIT	清倉
11	HD	Home Depot INC	—	EXIT	清倉
12	DIS	Walt Disney Co/the	—	EXIT	清倉
13	FISV	Fiserv INC	—	EXIT	清倉
14	ATR	Aptargroup INC	—	EXIT	清倉
15	ROK	Rockwell Automation INC	—	EXIT	清倉
16	XLNXEUR	Xilinx INC	—	EXIT	清倉
17	PYPL	Paypal Holdings INC	—	EXIT	清倉
18	NSRGY	Nestle Sa-spons Adr	—	EXIT	清倉
19	AMZN	Amazon.com INC	—	EXIT	清倉
20	UNH	Unitedhealth Group INC	—	EXIT	清倉
21	NVS	Novartis Ag-sponsored Adr	—	EXIT	清倉
22	PG	Procter & Gamble Co/the	—	EXIT	清倉
23	BDX	Becton Dickinson And Co	—	EXIT	清倉
24	UL	Unilever PLC	—	EXIT	清倉
25	WMT	Walmart INC	—	EXIT	清倉
26	XYL	Xylem INC	—	EXIT	清倉
27	CHD	Church & Dwight Co INC	—	EXIT	清倉
28	✓	Novozymes A S Dkk 2.0	—	EXIT	清倉
29	HON	Honeywell International INC	—	EXIT	清倉
30	AAGIY	Aia Group Ltd-sp Adr	—	EXIT	清倉
31	TJX	Tjx Companies INC	—	EXIT	清倉
32	ILMN	Illumina INC	—	EXIT	清倉
33	NKE	Nike INC -cl B	—	EXIT	清倉
34	CVX	Chevron CORP	—	EXIT	清倉
35	PEP	Pepsico INC	—	EXIT	清倉
36	RTX	Rtx CORP	—	EXIT	清倉
37	INTC	Intel CORP	—	EXIT	清倉
38	MMM	3m Co	—	EXIT	清倉
39	RHHBY	Roche Holdings Ltd-spons Adr	—	EXIT	清倉
40	AMT	American Tower CORP	—	EXIT	清倉
41	SYY	Sysco CORP	—	EXIT	清倉
42	SYK	Stryker CORP	—	EXIT	清倉
43	ECL	Ecolab INC	—	EXIT	清倉
44	✓		—	EXIT	清倉
45	✓	Royal Dsm N V Spon Adr	—	EXIT	清倉
46	CVS	Cvs Health CORP	—	EXIT	清倉
47	BXP	Bxp INC	—	EXIT	清倉
48	ABBV	Abbvie INC	—	EXIT	清倉
49	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清倉
50	AMGN	Amgen INC	—	EXIT	清倉