Enlightenment Research, LLC 13F 持仓 · 最近申报 2022年Q3
Enlightenment Research 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 4,516.60 万美元。前几大持仓：MSFT（7.17%）、QCOM（4.53%）、DIS（3.74%）。本季前 25 大持仓中：新建仓 19 只、增持 4 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $3.2M | 7.17% | 13,900 | 新建仓 |
| 2 | QCOM | QUALCOMM INC | $2.0M | 4.53% | 18,100 | 新建仓 |
| 3 | DIS | DISNEY WALT CO | $1.7M | 3.74% | 17,900 | 增持 |
| 4 | MU | MICRON TECHNOLOGY INC | $1.7M | 3.68% | 33,200 | 新建仓 |
| 5 | NFLX | NETFLIX INC | $1.2M | 2.56% | 4,900 | 新建仓 |
| 6 | PFE | PFIZER INC | $1.1M | 2.34% | 24,200 | 新建仓 |
| 7 | PG | PROCTER & GAMBLE CO | $980,000 | 2.17% | 7,759 | 新建仓 |
| 8 | C | CITIGROUP INC | $921,000 | 2.04% | 22,098 | 增持 |
| 9 | VZ | VERIZON COMMUNICATIONS INC | $862,000 | 1.91% | 22,697 | 新建仓 |
| 10 | GOOG | ALPHABET INC | $847,000 | 1.88% | 8,804 | 增持 |
| 11 | PYPL | PAYPAL HLDGS INC | $827,000 | 1.83% | 9,603 | 新建仓 |
| 12 | MDLZ | MONDELEZ INTL INC | $822,000 | 1.82% | 15,000 | 新建仓 |
| 13 | GE | GENERAL ELEC CO | $786,000 | 1.74% | 12,700 | 新建仓 |
| 14 | GOOGL | ALPHABET INC | $784,000 | 1.74% | 8,200 | 新建仓 |
| 15 | MRK | MERCK & CO INC NEW | $758,000 | 1.68% | 8,800 | 新建仓 |
| 16 | CHTR | CHARTER COMMUNICATIONS INC NEW | $728,000 | 1.61% | 2,400 | 新建仓 |
| 17 | AEP | AMERICAN ELEC PWR INC | $718,000 | 1.59% | 8,300 | 新建仓 |
| 18 | ORCL | ORACLE CORP | $708,000 | 1.57% | 11,600 | 增持 |
| 19 | PDD | PINDUODUO INC | $701,000 | 1.55% | 11,200 | 新建仓 |
| 20 | BABA | ALIBABA GROUP HLDG LTD | $680,000 | 1.51% | 8,500 | 新建仓 |
| 21 | XOM | EXXON MOBIL CORP | $602,000 | 1.33% | 6,900 | 减持 |
| 22 | META | META PLATFORMS INC | $570,000 | 1.26% | 4,200 | 减持 |
| 23 | NEE | NEXTERA ENERGY INC | $565,000 | 1.25% | 7,200 | 新建仓 |
| 24 | JD | JD COM INC | $548,000 | 1.21% | 10,900 | 新建仓 |
| 25 | CMCSA | COMCAST CORP NEW | $543,000 | 1.20% | 18,500 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR