13FBOX
Fund Management at Engine No. 1 LLC · 13F 持仓分析
期权收益计算器 机构排行

Fund Management at Engine No. 1 LLC

No.10305 数据截至 2023Q4
最新持仓市值 (Q4 2023)
$9.75亿
环比变动 Q3 2023
+$3.42亿+54.1%
持仓股票数
438
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
438
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q4 2023 市值Q4 2023 股数上季度市值上季度股数股数变动操作
VVMWARE INC MERGER ELECTION EXP: 10/09/23VMW
35.15%0.08%$3.43亿3,138股$52.2万3,138股00.00%持仓不变
微软MSFT
4.29%6.62%$4,186.5万13.3万股$4,186.5万13.3万股00.00%持仓不变
苹果AAPL
3.69%5.69%$3,598.4万21.0万股$3,598.4万21.0万股00.00%持仓不变
亚马逊AMZN
1.69%2.61%$1,650.7万13.0万股$1,650.7万13.0万股00.00%持仓不变
英伟达NVDA
1.63%2.51%$1,586.2万3.6万股$1,586.2万3.6万股00.00%持仓不变
埃克森美孚XOM
1.4%2.15%$1,362.3万11.6万股$1,362.3万11.6万股00.00%持仓不变
联合太平洋铁路UNP
1.29%1.99%$1,261.8万6.2万股$1,261.8万6.2万股00.00%持仓不变
REPUBLIC SVCSRSG
1.25%1.93%$1,221.2万8.6万股$1,221.2万8.6万股00.00%持仓不变
VertivVRT
1.15%1.77%$1,122.4万30.2万股$1,122.4万30.2万股00.00%持仓不变
谷歌AGOOGL
1.14%1.75%$1,110.3万8.5万股$1,110.3万8.5万股00.00%持仓不变
GE航空GE
1.14%1.75%$1,109.9万10.0万股$1,109.9万10.0万股00.00%持仓不变
特斯拉TSLA
1.01%1.56%$988.1万3.9万股$988.1万3.9万股00.00%持仓不变
Meta平台META
0.98%1.51%$954.3万3.2万股$954.3万3.2万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.98%1.5%$951.7万7.2万股$951.7万7.2万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.94%1.44%$913.6万2.6万股$913.6万2.6万股00.00%持仓不变
WASTE MGMT DELWM
0.89%1.37%$868.9万5.7万股$868.9万5.7万股00.00%持仓不变
应用材料AMAT
0.8%1.23%$775.7万5.6万股$775.7万5.6万股00.00%持仓不变
WWILLSCOTWSC
0.78%1.2%$757.4万18.2万股$757.4万18.2万股00.00%持仓不变
联合健康UNH
0.69%1.06%$668.0万1.3万股$668.0万1.3万股00.00%持仓不变
西方石油OXY
0.66%1.02%$644.2万9.9万股$644.2万9.9万股00.00%持仓不变
礼来LLY
0.63%0.97%$612.6万1.1万股$612.6万1.1万股00.00%持仓不变
摩根大通JPM
0.62%0.95%$602.7万4.2万股$602.7万4.2万股00.00%持仓不变
强生JNJ
0.55%0.85%$536.4万3.4万股$536.4万3.4万股00.00%持仓不变
VisaV
0.54%0.84%$528.6万2.3万股$528.6万2.3万股00.00%持仓不变
宝洁PG
0.5%0.78%$491.8万3.4万股$491.8万3.4万股00.00%持仓不变
博通AVGO
0.5%0.77%$490.2万5,902股$490.2万5,902股00.00%持仓不变
加拿大太平洋堪萨斯城铁路CP
0.5%0.77%$486.1万6.5万股$486.1万6.5万股00.00%持仓不变
万事达MA
0.48%0.74%$471.1万1.2万股$471.1万1.2万股00.00%持仓不变
家得宝HD
0.45%0.69%$434.5万1.4万股$434.5万1.4万股00.00%持仓不变
雪佛龙CVX
0.44%0.68%$427.9万2.5万股$427.9万2.5万股00.00%持仓不变
罗克韦尔自动化ROK
0.4%0.62%$393.4万1.4万股$393.4万1.4万股00.00%持仓不变
艾伯维ABBV
0.39%0.59%$376.3万2.5万股$376.3万2.5万股00.00%持仓不变
特灵科技TT
0.38%0.59%$375.2万1.8万股$375.2万1.8万股00.00%持仓不变
默沙东MRK
0.38%0.59%$373.6万3.6万股$373.6万3.6万股00.00%持仓不变
迪尔DE
0.37%0.58%$364.9万9,669股$364.9万9,669股00.00%持仓不变
好市多COST
0.37%0.57%$358.1万6,338股$358.1万6,338股00.00%持仓不变
百事可乐PEP
0.34%0.53%$333.6万2.0万股$333.6万2.0万股00.00%持仓不变
ADOBE COMADBE
0.34%0.53%$332.4万6,519股$332.4万6,519股00.00%持仓不变
卡特彼勒CAT
0.34%0.52%$331.1万1.2万股$331.1万1.2万股00.00%持仓不变
沃尔玛WMT
0.33%0.52%$326.4万2.0万股$326.4万2.0万股00.00%持仓不变
思科CSCO
0.32%0.5%$313.3万5.8万股$313.3万5.8万股00.00%持仓不变
可口可乐KO
0.32%0.49%$311.6万5.6万股$311.6万5.6万股00.00%持仓不变
赛富时CRM
0.29%0.45%$282.5万1.4万股$282.5万1.4万股00.00%持仓不变
T赛默飞世尔TMO
0.29%0.44%$279.4万5,519股$279.4万5,519股00.00%持仓不变
埃森哲ACN
0.28%0.44%$277.0万9,020股$277.0万9,020股00.00%持仓不变
麦当劳MCD
0.28%0.43%$274.6万1.0万股$274.6万1.0万股00.00%持仓不变
BBANK OF AMERBAC
0.28%0.43%$270.7万9.9万股$270.7万9.9万股00.00%持仓不变
辉瑞PFE
0.27%0.42%$267.8万8.1万股$267.8万8.1万股00.00%持仓不变
NVENT ELECTRICNVT
0.27%0.42%$263.2万5.0万股$263.2万5.0万股00.00%持仓不变
FIRST SOLAR COMFSLR
0.27%0.41%$262.1万1.6万股$262.1万1.6万股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入