Morgan Stanley: +946.70% · 63.2% 勝率 · 68 已計價倉位.
每筆紙上倉位百分比報酬率加總；不是組合回報。
2026-01-01 — 2026-10-28
快照儲存於:
快照只涵蓋股票。下方詳細紀錄包含 ETF 等所有已儲存資產類型，因此數字可能不同；持有看法亦可能沒有對應的紙上交易。
包含股票、ETF 等所有已儲存資產類型，依頻道完整紙上交易帳簿呈現。
Morgan Stanley 以下是按已儲存價格重算的今年至今數字。紙上倉位報酬率加總 +946.70%，勝率 63.2%，共 68 個標的。加總不是可投資的組合回報。
64
買入
0
增持
35
持有
0
中性
0
減持
5
賣出與看淡
0
已過期
0
本月改口
倉位報酬率加總
+946.70%
各紙上倉位報酬率加總，不是資金加權帳戶報酬
已實現回報
—
已平倉倉位報酬率加總
未實現回報
+946.70%
未平倉倉位報酬率加總
勝率
63.2%
獲利交易
未平倉
99
目前持有
已平倉
0
已完成交易
資產總數
104
曾交易的獨特資產
每個標的一筆最新看法，並對照此頻道先前影片。
VZ
VZ
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-27
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-02-02
—
UNH
UNH
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-27
Morgan Stanley main: Overweight → Overweight
2026-01-23
+16.8%
CB
CB
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-27
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-07-06
—
PG
PG
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-23
Morgan Stanley main: Overweight → Overweight
2026-10-23
-1.1%
BE
Bloom Energy Corporation
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-23
Morgan Stanley main: Overweight → Overweight
2026-02-06
+53.3%
TXN
TXN
Morgan Stanley main: Underweight → Underweight
最近一次2026-10-22
Morgan Stanley main: Underweight → Underweight
2026-07-20
—
TSLA
Tesla, Inc.
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-22
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-01-29
—
T
T
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-22
Morgan Stanley main: Overweight → Overweight
2026-07-07
+1.5%
LRCX
LRCX
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-22
Morgan Stanley main: Overweight → Overweight
2026-01-29
-14.0%
IBM
IBM
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-22
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-02-25
—
ELV
ELV
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-22
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-06-04
—
SO
SO
Morgan Stanley main: Underweight → Underweight
最近一次2026-10-21
Morgan Stanley main: Underweight → Underweight
2026-04-21
—
SCHW
SCHW
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-21
Morgan Stanley main: Overweight → Overweight
2026-04-10
-5.1%
NFLX
NFLX
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-21
Morgan Stanley main: Overweight → Overweight
2026-01-21
-26.4%
GE
GE
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-21
Morgan Stanley main: Overweight → Overweight
2026-04-22
+7.2%
DUK
DUK
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-21
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-04-21
—
CEG
Constellation Energy Corporation
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-21
Morgan Stanley main: Overweight → Overweight
2026-04-21
-6.5%
META
Meta Platforms, Inc.
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-19
Morgan Stanley main: Overweight → Overweight
2026-10-19
-12.1%
AMZN
AMZN
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-19
Morgan Stanley main: Overweight → Overweight
2026-02-06
+20.3%
XOM
XOM
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-15
Morgan Stanley main: Overweight → Overweight
2026-01-23
+36.0%
JNJ
JNJ
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-15
Morgan Stanley main: Overweight → Overweight
2026-01-22
+19.9%
CVX
CVX
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-15
Morgan Stanley main: Overweight → Overweight
2026-01-23
+41.0%
BLK
BLK
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-15
Morgan Stanley main: Overweight → Overweight
2026-04-01
+19.4%
BAC
BAC
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-15
Morgan Stanley main: Overweight → Overweight
2026-01-15
-2.6%
WFC
WFC
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-14
Morgan Stanley main: Overweight → Overweight
2026-03-31
+1.4%
NEE
NEE
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-14
Morgan Stanley main: Overweight → Overweight
2026-04-17
-9.4%
JPM
JPM
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-14
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-06-29
—
TMO
TMO
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-13
Morgan Stanley main: Overweight → Overweight
2026-07-27
+24.2%
DHR
DHR
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-13
Morgan Stanley main: Overweight → Overweight
2026-04-23
+30.4%
APP
AppLovin Corporation
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-13
Morgan Stanley main: Overweight → Overweight
2026-01-13
-60.9%
AXP
AXP
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-12
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-04-16
—
ICE
ICE
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-09
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-01-15
—
HOOD
Robinhood Markets, Inc.
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-09
Morgan Stanley main: Overweight → Overweight
2026-04-10
-7.2%
SPGI
SPGI
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-07
Morgan Stanley main: Overweight → Overweight
2026-01-13
-11.1%
MRVL
Marvell Technology, Inc.
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-07
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-03-02
—
MRNA
Moderna, Inc.
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-07
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-07-08
—
MRK
MRK
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-07
Morgan Stanley main: Overweight → Overweight
2026-07-09
-4.8%
LLY
LLY
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-07
Morgan Stanley main: Overweight → Overweight
2026-02-05
+26.2%
GILD
GILD
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-07
Morgan Stanley main: Overweight → Overweight
2026-01-13
+31.0%
BMY
BMY
Morgan Stanley main: Underweight → Underweight
最近一次2026-10-07
Morgan Stanley main: Underweight → Underweight
2026-10-07
—
AMGN
AMGN
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-07
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-02-04
—
ABBV
ABBV
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-07
Morgan Stanley main: Overweight → Overweight
2026-02-05
+32.8%
ACN
ACN
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-10-02
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-03-16
+21.3%
MU
Micron Technology, Inc.
Morgan Stanley reit: Overweight → Overweight
最近一次2026-10-01
Morgan Stanley reit: Overweight → Overweight
2026-02-11
+126.0%
AAPL
AAPL
Morgan Stanley main: Overweight → Overweight
最近一次2026-10-01
Morgan Stanley main: Overweight → Overweight
2026-03-23
+38.3%
RACE
Ferrari N.V.
Morgan Stanley main: Overweight → Overweight
最近一次2026-09-30
Morgan Stanley main: Overweight → Overweight
2026-06-15
+5.6%
MCD
MCD
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-09-28
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-04-21
—
CMCSA
CMCSA
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-09-28
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-07-07
—
AMAT
AMAT
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-09-28
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-02-02
+20.3%
PANW
Palo Alto Networks, Inc.
Morgan Stanley main: Overweight → Overweight
最近一次2026-09-21
Morgan Stanley main: Overweight → Overweight
2026-02-18
+161.3%
DELL
Dell Technologies Inc.
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-09-21
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-06-01
—
CRWD
CrowdStrike Holdings, Inc.
Morgan Stanley main: Overweight → Overweight
最近一次2026-09-21
Morgan Stanley main: Overweight → Overweight
2026-03-04
+144.0%
ORCL
ORCL
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-09-04
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-01-23
—
AVGO
AVGO
Morgan Stanley main: Overweight → Overweight
最近一次2026-09-03
Morgan Stanley main: Overweight → Overweight
2026-03-06
+4.0%
HON
HON
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-08-31
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-03-12
—
ETN
ETN
Morgan Stanley main: Overweight → Overweight
最近一次2026-08-28
Morgan Stanley main: Overweight → Overweight
2026-01-12
+17.5%
VEEV
Veeva Systems Inc.
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-08-27
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-02-17
—
NVDA
NVIDIA Corporation
Morgan Stanley main: Overweight → Overweight
最近一次2026-08-27
Morgan Stanley main: Overweight → Overweight
2026-02-26
+18.0%
CRM
CRM
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-08-27
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-02-23
+37.1%
INTU
INTU
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-08-26
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-07-21
—
WMT
WMT
Morgan Stanley main: Overweight → Overweight
最近一次2026-08-21
Morgan Stanley main: Overweight → Overweight
2026-01-15
+0.7%
TJX
TJX
Morgan Stanley main: Overweight → Overweight
最近一次2026-08-20
Morgan Stanley main: Overweight → Overweight
2026-08-20
+0.5%
ADI
ADI
Morgan Stanley main: Overweight → Overweight
最近一次2026-08-20
Morgan Stanley main: Overweight → Overweight
2026-05-21
+8.7%
CSCO
CSCO
Morgan Stanley main: Overweight → Overweight
最近一次2026-08-13
Morgan Stanley main: Overweight → Overweight
2026-05-14
-2.6%
LITE
Lumentum Holdings Inc.
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-08-12
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-01-30
—
AMD
AMD
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-08-05
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-02-04
—
MA
MA
Morgan Stanley main: Overweight → Overweight
最近一次2026-07-31
Morgan Stanley main: Overweight → Overweight
2026-01-30
+13.6%
SBUX
SBUX
Morgan Stanley main: Overweight → Overweight
最近一次2026-07-30
Morgan Stanley main: Overweight → Overweight
2026-07-16
-5.0%
QCOM
QCOM
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-07-30
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-06-25
—
ARM
Arm Holdings plc
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-07-30
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-01-23
+94.7%
ADP
ADP
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-07-30
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-01-29
—
ABNB
Airbnb, Inc.
Morgan Stanley main: Underweight → Underweight
最近一次2026-07-30
Morgan Stanley main: Underweight → Underweight
2026-01-13
—
SHW
SHW
Morgan Stanley main: Overweight → Overweight
最近一次2026-07-29
Morgan Stanley main: Overweight → Overweight
2026-07-29
-3.4%
GLW
Corning Incorporated
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-07-29
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-01-29
—
PGR
PGR
Morgan Stanley up: Underweight → Equal-Weight
最近一次2026-07-24
Morgan Stanley up: Underweight → Equal-Weight
2026-07-24
—
INTC
Intel Corporation
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-07-24
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-01-23
—
PM
PM
Morgan Stanley main: Overweight → Overweight
最近一次2026-07-23
Morgan Stanley main: Overweight → Overweight
2026-04-17
+30.0%
GOOGL
GOOGL
Morgan Stanley main: Overweight → Overweight
最近一次2026-07-23
Morgan Stanley main: Overweight → Overweight
2026-04-30
-16.6%
GEV
GE Vernova Inc.
Morgan Stanley main: Overweight → Overweight
最近一次2026-07-23
Morgan Stanley main: Overweight → Overweight
2026-03-23
+1.5%
ADBE
ADBE
Morgan Stanley down: Equal-Weight → Underweight
最近一次2026-07-21
Morgan Stanley down: Equal-Weight → Underweight
2026-07-21
—
NET
Cloudflare, Inc.
Morgan Stanley main: Overweight → Overweight
最近一次2026-07-17
Morgan Stanley main: Overweight → Overweight
2026-07-17
+18.8%
PEP
PEP
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-07-10
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-07-10
—
TMUS
TMUS
Morgan Stanley main: Overweight → Overweight
最近一次2026-07-07
Morgan Stanley main: Overweight → Overweight
2026-07-07
-19.5%
SPCX
Space Exploration Technologies Corp.
Morgan Stanley init: — → Overweight
最近一次2026-07-07
Morgan Stanley init: — → Overweight
2026-07-07
+0.1%
GS
GS
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-06-29
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-06-29
—
C
C
Morgan Stanley main: Overweight → Overweight
最近一次2026-06-29
Morgan Stanley main: Overweight → Overweight
2026-01-15
+5.9%
SNDK
Sandisk Corporation
Morgan Stanley main: Overweight → Overweight
最近一次2026-06-03
Morgan Stanley main: Overweight → Overweight
2026-01-30
+124.7%
HD
HD
Morgan Stanley main: Overweight → Overweight
最近一次2026-05-20
Morgan Stanley main: Overweight → Overweight
2026-01-15
-14.8%
CI
CI
Morgan Stanley main: Overweight → Overweight
最近一次2026-05-20
Morgan Stanley main: Overweight → Overweight
2026-05-20
+7.5%
VRTX
VRTX
Morgan Stanley main: Overweight → Overweight
最近一次2026-05-05
Morgan Stanley main: Overweight → Overweight
2026-03-10
+3.4%
CAT
CAT
Morgan Stanley up: Underweight → Equal-Weight
最近一次2026-05-01
Morgan Stanley up: Underweight → Equal-Weight
2026-05-01
—
VRT
Vertiv Holdings Co
Morgan Stanley main: Overweight → Overweight
最近一次2026-04-23
Morgan Stanley main: Overweight → Overweight
2026-04-23
-35.2%
RTX
RTX
Morgan Stanley main: Overweight → Overweight
最近一次2026-04-22
Morgan Stanley main: Overweight → Overweight
2026-04-22
+9.8%
BX
Blackstone Inc.
Morgan Stanley main: Overweight → Overweight
最近一次2026-04-21
Morgan Stanley main: Overweight → Overweight
2026-04-21
-7.4%
EQIX
EQIX
Morgan Stanley main: Overweight → Overweight
最近一次2026-04-13
Morgan Stanley main: Overweight → Overweight
2026-04-13
-5.2%
DLR
Digital Realty Trust, Inc.
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-04-13
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-04-13
—
PFE
PFE
Morgan Stanley main: Equal-Weight → Equal-Weight
最近一次2026-04-10
Morgan Stanley main: Equal-Weight → Equal-Weight
2026-04-10
—
AMT
American Tower Corporation
Morgan Stanley main: Overweight → Overweight
最近一次2026-02-25
Morgan Stanley main: Overweight → Overweight
2026-02-25
+3.8%
DE
DE
Morgan Stanley main: Overweight → Overweight
最近一次2026-02-24
Morgan Stanley main: Overweight → Overweight
2026-02-24
+0.9%
BKNG
BKNG
Morgan Stanley up: Equal-Weight → Overweight
最近一次2026-02-24
Morgan Stanley up: Equal-Weight → Overweight
2026-02-24
-6.0%
UBER
UBER
Morgan Stanley main: Overweight → Overweight
最近一次2026-02-05
Morgan Stanley main: Overweight → Overweight
2026-02-05
-12.1%
BSX
BSX
Morgan Stanley main: Overweight → Overweight
最近一次2026-02-05
Morgan Stanley main: Overweight → Overweight
2026-02-05
-42.0%
V
V
Morgan Stanley main: Overweight → Overweight
最近一次2026-01-30
Morgan Stanley main: Overweight → Overweight
2026-01-30
+25.6%
LOW
LOW
Morgan Stanley main: Overweight → Overweight
最近一次2026-01-15
Morgan Stanley main: Overweight → Overweight
2026-01-15
-27.6%
顯示 104 / 104 檔 · 持有與中性即使沒有模擬倉位也會留在此看板 · 依最近一次排序 ↓