申报总市值
US$1.8亿
申报季度: 2022-06-30 · 持股只数: 56
Taylor Wealth Management Partners在最新一期 13F 报告中披露了 56 项持股，申报期为 2022-06-30，总持股市值约为 US$1.8亿，季度换手率为 0.0%。
本季暂无持股变动
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 7.06% | — | -7.34% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.37% | — | -7.06% | |
| 3 | AMT | American Tower CORP | 股票-房地产 | 5.35% | — | -6.32% | |
| 4 | VST | Vistra CORP | 股票-公用事业 | 4.74% | — | -3.22% | |
| 5 | ELV | Elevance Health INC | 股票-医疗保健 | 4.68% | — | -6.60% | |
| 6 | ROP | Roper Technologies INC | 股票-科技 | 4.25% | — | -6.28% | |
| 7 | WM | Waste Management INC | 股票-工业 | 4.08% | — | -5.88% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.91% | — | -6.22% | |
| 9 | TYL | Tyler Technologies INC | 股票-科技 | 3.42% | — | -15.08% | |
| 10 | CVS | Cvs Health CORP | 股票-医疗保健 | 3.31% | — | -6.70% | |
| 11 | DFSEUR | Discover Financial Services | 股票-其他 | 2.94% | — | -8.95% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 2.74% | — | -5.74% | |
| 13 | GDDY | Godaddy INC - Class A | 股票-科技 | 2.61% | — | -6.24% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 2.57% | — | -6.73% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.48% | — | -6.87% | |
| 16 | CLH | Clean Harbors INC | 股票-工业 | 2.26% | — | -8.24% | |
| 17 | MTZ | Mastec INC | 股票-工业 | 2.23% | — | -9.52% | |
| 18 | LPX | Louisiana-pacific CORP | 股票-工业 | 2.07% | — | -25.56% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.04% | — | -11.38% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.02% | — | -9.08% | |
| 21 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | 2.00% | — | -7.16% | |
| 22 | URI | United Rentals INC | 股票-工业 | 1.98% | — | -9.50% | |
| 23 | HALO | Halozyme Therapeutics INC | 股票-医疗保健 | 1.95% | — | -5.24% | |
| 24 | MRCY | Mercury Systems INC | 股票-工业 | 1.84% | — | -8.55% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.76% | — | +1634.12% | |
| 26 | CYRX | Cryoport INC | 股票-其他 | 1.65% | — | -27.38% | |
| 27 | PYPL | Paypal Holdings INC | 股票-金融 | 1.48% | — | -7.01% | |
| 28 | SRCLEUR | Stericycle INC | 股票-其他 | 1.39% | — | -12.65% | |
| 29 | FORM | Formfactor INC | 股票-科技 | 1.30% | — | -9.47% | |
| 30 | SSTI | Soundthinking INC | 股票-其他 | 1.29% | — | -6.74% | |
| 31 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 1.15% | — | -8.34% | |
| 32 | TMDX | Transmedics Group INC | 股票-医疗保健 | 1.09% | — | -6.37% | |
| 33 | NVST | Envista Holdings CORP | 股票-医疗保健 | 1.07% | — | -43.23% | |
| 34 | PHM | Pultegroup INC | 股票-周期性消费 | 1.00% | — | -12.08% | |
| 35 | PSTL | Postal Realty Trust Inc- A | 股票-其他 | 1.00% | — | -9.69% | |
| 36 | AYS1 | Sandstorm Gold LTD | 股票-其他 | 0.84% | — | -8.52% | |
| 37 | CF | Cf Industries Holdings INC | 股票-原材料 | 0.71% | — | -5.91% | |
| 38 | ROKU | Roku INC | 股票-通信服务 | 0.71% | — | -9.13% | |
| 39 | AMRC | Ameresco Inc-cl A | 股票-其他 | 0.70% | — | -6.55% | |
| 40 | GBTUSD | Global Blood Therapeutics In | 股票-其他 | 0.51% | — | -5.73% | |
| 41 | EXPE | Expedia Group INC | 股票-周期性消费 | 0.47% | — | -11.19% | |
| 42 | TRIP | Tripadvisor INC | 股票-其他 | 0.46% | — | -43.35% | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.36% | — | -2.81% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.36% | — | -0.08% | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.34% | — | -3.11% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.30% | — | — | |
| 47 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.24% | — | -0.07% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.22% | — | -0.05% | |
| 49 | KRYS | Krystal Biotech INC | 股票-医疗保健 | 0.17% | — | -15.86% | |
| 50 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.14% | — | -0.17% |
可定价持仓数据尚不足以计算表现
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2022-06-30 | 56 | US$1.8亿 | 0 | |
| 2022-03-31 | 65 | US$2.5亿 | 0 | |
| 2021-12-31 | 64 | US$2.8亿 | 0 | |
| 2021-09-30 | 71 | US$2.8亿 | 0 | |
| 2021-06-30 | 68 | US$2.8亿 | 98 | |
| 2021-03-31 | 71 | US$2.7亿 | 25 | |
| 2020-12-31 | 64 | US$2.6亿 | 22 | |
| 2020-09-30 | 54 | US$2.2亿 | 21 | |
| 2020-06-30 | 49 | US$2.0亿 | 31 | |
| 2020-03-31 | 46 | US$1.6亿 | 48 | |
| 2019-12-31 | 46 | US$2.2亿 | 27 | |
| 2019-09-30 | 46 | US$2.1亿 | 15 | |
| 2019-06-30 | 48 | US$2.1亿 | 19 | |
| 2019-03-31 | 47 | US$2.0亿 | 24 | |
| 2018-12-31 | 135 | US$1.7亿 | 39 | |
| 2018-09-30 | 141 | US$2.4亿 | 24 | |
| 2018-06-30 | 144 | US$2.2亿 | 17 | |
| 2018-03-31 | 138 | US$2.1亿 | 36 | |
| 2017-12-31 | 160 | US$2.4亿 | 24 | |
| 2017-09-30 | 166 | US$2.2亿 | 19 | |
| 2017-06-30 | 166 | US$2.2亿 | 24 | |
| 2017-03-31 | 165 | US$2.2亿 | 25 | |
| 2016-12-31 | 176 | US$2.2亿 | 57 | |
| 2016-09-30 | 163 | US$2.2亿 | 50 | |
| 2016-06-30 | 152 | US$2.5亿 | 29 | |
| 2016-03-31 | 151 | US$2.1亿 | 58 | |
| 2015-12-31 | 150 | US$2.3亿 | 31 | |
| 2015-09-30 | 158 | US$2.1亿 | 61 | |
| 2015-06-30 | 187 | US$3.1亿 | 37 | |
| 2015-03-31 | 177 | US$3.2亿 | 0 |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|
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