韦奇伍德合伙
13F 持仓与组合分析
大卫·罗尔夫 在 2021 Q2 的 13F 持仓详情、季度变化、组合市值趋势和持仓占比分布。
韦奇伍德合伙概览
韦奇伍德合伙 在 2021 Q2 持有 40 只股票，合计市值约 6.90 亿美元。
韦奇伍德合伙 在 2021 Q2 前五大重仓股为：谷歌A(GOOGL) 7.90%，苹果(AAPL) 7.53%，Meta平台公司(META) 7.50%，爱德华兹生命科学(EW) 7.26%，贝宝控股公司(PYPL) 6.42%。
- 组合市值
- 6.90 亿
- 当前持仓
- 40 只
- 新增 / 增持
- 2 / 2
- 减持 / 清仓
- 24 / 0
当前持仓
| 1 | 谷歌AGOOGL | 0.54 | 7.90% | 2.23 -6.11% | $2441.75 | $375.95 -84.60% | $1151.88 | -0.15 | 3.25 | -0.17亿-67.36% | 减持 |
| 2 | 苹果AAPL | 0.52 | 7.53% | 37.96 -4.08% | $136.96 | $306.68 +123.92% | $199.60 | -1.61 | 8.00 | +0.41亿+53.65% | 减持 |
| 3 | Meta平台公司META | 0.52 | 7.50% | 14.88 -5.94% | $347.71 | $612.96 +76.29% | $188.16 | -0.94 | 3.25 | +0.63亿+225.76% | 减持 |
| 4 | 爱德华兹生命科学EW | 0.50 | 7.26% | 48.35 -5.91% | $103.57 | - | $48.53 | -3.04 | 3.25 | +0.27亿+113.41% | 减持 |
| 5 | 贝宝控股公司PYPL | 0.44 | 6.42% | 15.20 -4.98% | $291.47 | $45.76 -84.30% | $83.27 | -0.80 | 3.25 | -0.06亿-45.05% | 减持 |
| 6 | 摩托罗拉系统MSI | 0.42 | 6.14% | 19.55 -5.52% | $216.85 | - | $161.75 | -1.14 | 2.25 | +0.11亿+34.06% | 减持 |
| 7 | 拖拉机供应TSCO | 0.40 | 5.74% | 21.27 -5.14% | $186.06 | - | $70.48 | -1.15 | 4.75 | +0.25亿+163.98% | 减持 |
| 8 | 微软MSFT | 0.36 | 5.23% | 13.33 -5.28% | $270.89 | $460.25 +69.90% | $183.70 | -0.74 | 1.50 | +0.37亿+150.54% | 减持 |
| 9 | KEYSIGHT TECH INCCUSIP 49338l103 | 0.33 | 4.79% | 21.41 -4.90% | $154.40 | - | $87.63 | -1.10 | 1.50 | +0.14亿+76.20% | 减持 |
| 10 | 维萨V | 0.33 | 4.76% | 14.05 -4.31% | $233.82 | $320.44 +37.05% | $198.04 | -0.63 | 3.25 | +0.17亿+61.81% | 减持 |
| 11 | CDW CORPCUSIP 12514g108 | 0.32 | 4.61% | 18.19 -6.12% | $174.65 | - | $124.77 | -1.19 | 2.00 | +0.09亿+39.97% | 减持 |
| 12 | ELECTRONIC ARTS INCCUSIP 285512109 | 0.29 | 4.14% | 19.85 -4.95% | $143.83 | - | $100.21 | -1.03 | 2.25 | +0.09亿+43.53% | 减持 |
| 13 | 星巴克SBUX | 0.28 | 4.12% | 25.43 -5.11% | $111.81 | - | $74.34 | -1.37 | 2.50 | +0.10亿+50.40% | 减持 |
| 14 | 科帕特CPRT | 0.26 | 3.71% | 19.41 -5.92% | $131.83 | $32.17 -75.59% | $93.34 | -1.22 | 1.75 | -0.12亿-65.53% | 减持 |
| 15 | 前进保险PGR | 0.25 | 3.62% | 25.46 +4.30% | $98.21 | $190.40 +93.87% | $97.44 | +1.05 | 0.75 | +0.24亿+95.41% | 增持 |
| 16 | FIRST REPUBLIC BANKCUSIP 33616c100 | 0.22 | 3.14% | 11.59 -5.39% | $187.16 | - | $109.05 | -0.66 | 1.00 | +0.09亿+71.63% | 减持 |
| 17 | S&P GLOBAL INCCUSIP 78409v104 | 0.17 | 2.47% | 4.16 -5.12% | $410.42 | - | $273.02 | -0.22 | 1.75 | +0.06亿+50.32% | 减持 |
| 18 | Old Dominion Freight Line, Inc.ODFL | 0.16 | 2.28% | 6.20 -6.39% | $253.80 | - | $240.39 | -0.42 | 0.50 | +0.01亿+5.58% | 减持 |
| 19 | 台积电TSM | 0.14 | 2.06% | 11.82 | $120.15 | $439.48 +265.77% | $120.15 | +11.82 | 0.25 | +0.38亿+265.77% | 新增 |
| 20 | 缤客BKNG | 0.14 | 2.00% | 0.63 +16.50% | $2188.02 | $167.14 -92.36% | $2309.52 | +0.09 | 0.50 | -0.13亿-92.76% | 增持 |
| 21 | 谷歌CGOOG | 0.10 | 1.49% | 0.41 -0.85% | $2506.35 | $371.98 -85.16% | $1146.48 | -0.00 | 3.00 | -0.03亿-67.55% | 减持 |
| 22 | 伯克希尔BBRK.B | 0.06 | 0.82% | 2.02 - | $277.88 | $470.25 +69.23% | $121.22 | 0.00 | 8.00 | +0.07亿+287.93% | 持有 |
| 23 | ALCON INC CHFCUSIP h01301128 | 0.04 | 0.56% | 5.49 -79.84% | $70.25 | - | $60.89 | -21.73 | 2.25 | +0.01亿+15.38% | 减持 |
| 24 | 美国合众银行USB | 0.03 | 0.38% | 4.60 -8.90% | $56.97 | $47.09 -17.34% | $40.28 | -0.45 | 5.50 | +0.00亿+16.92% | 减持 |
| 25 | BLACKSTONE INCCUSIP 09260d107 | 0.01 | 0.18% | 1.25 - | $97.12 | - | $29.78 | 0.00 | 2.25 | +0.01亿+226.14% | 持有 |
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“持仓时长(年)”指最近一次连续不中断持仓时长，由连续披露季度数除以 4 换算得来。
持仓成本为估算值，和实际成本有差距，极端情况下差距可能非常大，仅供参考。
持仓成本估算方法：从最近一次连续持仓开始，遇到新增或增持时，用该报告期“报告期价”乘以新增股数加入成本池；遇到减持时，按当时平均成本扣减对应股数。例：Q1 买入 100 股、报告期价 10 美元，Q2 增持 50 股、报告期价 16 美元，则估算成本为 (100×10 + 50×16) ÷ 150 = 12 美元/股。
持仓收益上方金额单位为亿美元，下方为收益率；优先按当前价估算，缺失当前价时使用报告期价换算。
可转换证券会明确显示证券类别；其 CUSIP 是该证券的识别码，不是发行人普通股 ticker。
可视化分析
观察组合市值、持仓占比和 Top10 历史变化。