CIK: 0002013713
申报总市值
US$1.9亿
申报季度: 2026-06-30 · 持股只数: 62
ABLES, IANNONE, MOORE & ASSOCIATES, INC.在最新一期 13F 报告中披露了 62 项持股，申报期为 2026-06-30，总持股市值约为 US$1.9亿，季度换手率为 14.0%。
Ables, Iannone, Moore & Associates, INC. 目前披露的持仓，Herfindahl 集中度指数为 0.065——换算下来相当于约 15 个等权重仓位，明显低于其实际披露的 62 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.76），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
加仓 GOOGL
-2.0% US$375.2万
加仓 AAPL
+1.8% US$379.2万
减仓 MSFT
-1.6% -US$5.8万
减仓 TTD
-44.0% -US$63.8万
加仓 UNH
-6.9% US$99.8万
新建仓 CAT
| # | 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 | 14.62% | +0.56% | +1.78% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 11.46% | -0.17% | -4.15% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 11.19% | +0.93% | -2.02% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 8.72% | -0.02% | -2.63% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.27% | -0.07% | -1.24% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.07% | -0.05% | -2.87% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.58% | -0.45% | -1.62% | |
| 8 | HD | Home Depot INC | 股票-周期性消费 | 3.36% | +0.11% | +7.46% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 2.90% | -0.02% | -5.08% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.55% | +0.27% | +1.09% | |
| 11 | AMT | American Tower CORP | 股票-房地产 | 1.98% | -0.27% | +3.56% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.95% | -0.11% | +1.15% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.77% | +0.39% | -6.85% | |
| 14 | VMC | Vulcan Materials Co | 股票-原材料 | 1.73% | -0.08% | -1.35% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.61% | -0.06% | +4.00% | |
| 16 | UPS | United Parcel Service-cl B | 股票-工业 | 1.50% | -0.09% | -3.49% | |
| 17 | DE | Deere & Co | 股票-工业 | 1.36% | +0.09% | +5.71% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.13% | -0.31% | +0.45% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.08% | +0.22% | -1.49% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.02% | -0.19% | — | |
| 21 | CSX | Csx CORP | 股票-工业 | 0.96% | +0.01% | -2.39% | |
| 22 | VLO | Valero Energy CORP | 股票-能源 | 0.94% | -0.07% | -1.76% | |
| 23 | SBIL | Simplify Govt Mny Mrkt ETF | ETF-其他 | 0.90% | +0.37% | +89.98% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.86% | +0.11% | -1.97% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.82% | — | -1.75% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.10% | -0.93% | |
| 27 | WTS | Watts Water Technologies-a | 股票-工业 | 0.78% | +0.11% | -3.00% | |
| 28 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.68% | — | -1.16% | |
| 29 | WM | Waste Management INC | 股票-工业 | 0.67% | -0.11% | -1.45% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.28% | -2.16% | |
| 31 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.61% | -0.14% | -1.39% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.61% | -0.19% | -3.23% | |
| 33 | AMGN | Amgen INC | 股票-医疗保健 | 0.55% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.21% | +0.36% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.48% | +0.01% | -0.33% | |
| 36 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.47% | +0.03% | +6.06% | |
| 37 | SO | Southern Co/the | 股票-公用事业 | 0.45% | — | +4.99% | |
| 38 | DUK | Duke Energy CORP | 股票-公用事业 | 0.45% | — | +1.22% | |
| 39 | D | Dominion Energy INC | 股票-公用事业 | 0.44% | -0.01% | +0.12% | |
| 40 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.44% | — | -9.05% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.42% | -0.08% | +0.73% | |
| 42 | UBER | Uber Technologies INC | 股票-工业 | 0.40% | +0.03% | +19.41% | |
| 43 | CAT | Caterpillar INC | 股票-工业 | 0.39% | +0.39% | NEW | |
| 44 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.37% | -0.01% | -5.41% | |
| 45 | ONB | Old National Bancorp | 股票-金融 | 0.34% | +0.02% | — | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.34% | -0.12% | -6.13% | |
| 47 | LIN | Linde plc | 股票-原材料 | 0.33% | — | — | |
| 48 | CB | Chubb Limited | 股票-金融 | 0.28% | — | — | |
| 49 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.27% | -0.41% | -44.04% | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.27% | -0.01% | -9.12% |
Q3 2026表现
+3.1%
近4个季度表现
+9.8%
基于可获取价格的持仓（占申报价值的84%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-06-30 | 62 | US$1.9亿 | 14 | |
| 2026-03-31 | 59 | US$1.7亿 | 13 | |
| 2025-12-31 | 59 | US$1.8亿 | 10 | |
| 2025-09-30 | 57 | US$1.7亿 | 22 | |
| 2025-06-30 | 56 | US$1.6亿 | 0 | |
| 2025-03-31 | 57 | US$1.5亿 | 0 | |
| 2024-12-31 | 55 | US$1.6亿 | 0 | |
| 2024-09-30 | 58 | US$1.5亿 | 0 | |
| 2024-06-30 | 54 | US$1.5亿 | 0 | |
| 2024-03-31 | 73 | US$1.4亿 | 0 | |
| 2023-12-31 | 309 | US$1.3亿 | 0 |
Ables, Iannone, Moore & Associates, INC. 在 2026-06-30 最显著的持仓异动： 新建仓: Caterpillar INC (CAT); 新建仓: Micron Technology INC (MU); 新建仓: Ishrs Sys Alt Act ETF (IALT); 清仓: Ishares Flex I A Etf-usd INC (BINC); 新建仓: 3m Co (MMM).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -2.02% | 减仓 |
| 2 | AAPL | Apple INC | +0.6% | +1.78% | 加仓 |
| 3 | UNH | Unitedhealth Group INC | +0.4% | -6.85% | 减仓 |
| 4 | CAT | Caterpillar INC | +0.4% | NEW | 新建仓 |
| 5 | SBIL | Simplify Govt Mny Mrkt ETF | +0.4% | +89.98% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +1.09% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.49% | 减仓 |
| 8 | MU | Micron Technology INC | +0.1% | NEW | 新建仓 |
| 9 | IALT | Ishrs Sys Alt Act ETF | +0.1% | NEW | 新建仓 |
| 10 | HD | Home Depot INC | +0.1% | +7.46% | 加仓 |
| 11 | LLY | Eli Lilly & Co | +0.1% | -1.97% | 减仓 |
| 12 | WTS | Watts Water Technologies-a | +0.1% | -3.00% | 减仓 |
| 13 | MMM | 3m Co | +0.1% | NEW | 新建仓 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.93% | 减仓 |
| 15 | DE | Deere & Co | +0.1% | +5.71% | 加仓 |
| 16 | MAA | Mid-america Apartment Comm | 0% | +6.06% | 加仓 |
| 17 | UBER | Uber Technologies INC | 0% | +19.41% | 加仓 |
| 18 | WMT | Walmart INC | 0% | +37.76% | 加仓 |
| 19 | ONB | Old National Bancorp | 0% | — | 不变 |
| 20 | CSX | Csx CORP | 0% | -2.39% | 减仓 |
| 21 | IVV | Ishares Core S&p 500 ETF | 0% | -0.33% | 减仓 |
| 22 | TSLA | Tesla INC | — | -1.75% | 减仓 |
| 23 | D | Dominion Energy INC | 0% | +0.12% | 加仓 |
| 24 | MAR | Marriott International -cl A | 0% | -5.41% | 减仓 |
| 25 | GS | Goldman Sachs Group INC | 0% | -9.12% | 减仓 |
| 26 | AMZN | Amazon.com INC | 0% | -2.63% | 减仓 |
| 27 | BAC | Bank Of America CORP | 0% | -5.08% | 减仓 |
| 28 | V | Visa Inc-class A Shares | -0.1% | -2.87% | 减仓 |
| 29 | KO | Coca-cola Co/the | -0.1% | -17.73% | 减仓 |
| 30 | MTBA | Simplify Mbs ETF | -0.1% | -11.47% | 减仓 |
| 31 | JNJ | Johnson & Johnson | -0.1% | +4.00% | 加仓 |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | -1.24% | 减仓 |
| 33 | VLO | Valero Energy CORP | -0.1% | -1.76% | 减仓 |
| 34 | VMC | Vulcan Materials Co | -0.1% | -1.35% | 减仓 |
| 35 | NEE | Nextera Energy INC | -0.1% | +0.73% | 加仓 |
| 36 | UPS | United Parcel Service-cl B | -0.1% | -3.49% | 减仓 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.15% | 加仓 |
| 38 | WM | Waste Management INC | -0.1% | -1.45% | 减仓 |
| 39 | BINC | Ishares Flex I A Etf-usd INC | -0.1% | EXIT | 清仓 |
| 40 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | -6.13% | 减仓 |
| 41 | STZ | Constellation Brands Inc-a | -0.1% | -1.39% | 减仓 |
| 42 | NVDA | Nvidia CORP | -0.2% | -4.15% | 减仓 |
| 43 | PEP | Pepsico INC | -0.2% | -3.23% | 减仓 |
| 44 | COST | Costco Wholesale CORP | -0.2% | — | 不变 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | +0.36% | 加仓 |
| 46 | AMT | American Tower CORP | -0.3% | +3.56% | 加仓 |
| 47 | CVX | Chevron CORP | -0.3% | -2.16% | 减仓 |
| 48 | MCD | Mcdonald's CORP | -0.3% | +0.45% | 加仓 |
| 49 | TTD | Trade Desk Inc/the -class A | -0.4% | -44.04% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.5% | -1.62% | 减仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-13 | 13F-HR | 在 EDGAR 上查看 |
| 2026-03-31 | 2026-04-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-06 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-08 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-06 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-02 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-11 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-30 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-03-14 | 13F-HR | 在 EDGAR 上查看 |
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