EP
Evelyn Partners Investment Management Services Ltd 13F 持仓明细与最新买卖（Q1 2026）
Evelyn Partners Investment Management Services LtdCIK: 0002065205
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$8.5亿
申报季度: 2026-03-31 · 持股只数: 281
Evelyn Partners Investment Management Services Ltd在最新一期 13F 报告中披露了 281 项持股，申报期为 2026-03-31，总持股市值约为 US$8.5亿，季度换手率为 30.4%。
机构性格雪花图
- 集中度
- 12.97
- 持仓稳定性
- 30.39
- 动能倾向
- 100
- 行业集中度
- 50.89
- 多样化
- 100
- 仓位均衡度
- 71.47
Evelyn Partners Investment Management Services Ltd 目前披露的持仓，Herfindahl 集中度指数为 0.032——换算下来相当于约 31 个等权重仓位，明显低于其实际披露的 281 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 2.85），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。
来源与引用信息
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减仓 MSFT
+10.4% -US$798.1万
减仓 DIS
-45.9% -US$972.3万
减仓 GS
-33.2% -US$783.0万
减仓 TMO
-38.3% -US$807.7万
减仓 V
-1.0% -US$499.2万
减仓 CL
-88.5% -US$624.1万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 200 大持股（共 281 只）
| # | 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 | AZN | AstraZeneca PLC | 股票-医疗保健 | 11.39% | +11.39% | NEW | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.44% | -0.71% | +2.49% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.13% | -1.33% | +10.43% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.73% | -0.49% | +7.00% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 3.42% | -0.85% | -0.95% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.31% | +0.05% | +15.64% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.06% | -0.07% | +9.28% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.96% | +0.42% | +5.32% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.95% | -0.55% | -19.29% | |
| 10 | SYK | Stryker CORP | 股票-医疗保健 | 2.71% | -0.37% | +0.21% | |
| 11 | CB | Chubb Limited | 股票-金融 | 2.70% | +0.06% | +4.13% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.30% | -0.19% | +13.54% | |
| 13 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.29% | -0.65% | +5.24% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.93% | +0.04% | +16.61% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.66% | -1.09% | -33.19% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.61% | -0.38% | -15.62% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.58% | +0.05% | +25.32% | |
| 18 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.58% | +0.16% | +5.72% | |
| 19 | CRH | CRH plc | 股票-原材料 | 1.49% | -0.26% | +8.06% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.40% | -0.54% | -2.82% | |
| 21 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.30% | -0.28% | +7.18% | |
| 22 | ANET | Arista Networks Inc | 股票-科技 | 1.24% | -0.16% | +0.76% | |
| 23 | FNV | Franco-nevada CORP | 股票-原材料 | 1.24% | +0.21% | +6.77% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | +0.18% | +39.17% | |
| 25 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 1.11% | — | +2.34% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.04% | -1.08% | -38.26% | |
| 27 | INTU | Intuit Inc | 股票-科技 | 1.02% | +0.10% | +80.20% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | -0.04% | +19.34% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.97% | -1.28% | -45.91% | |
| 30 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.93% | -0.10% | -10.56% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.82% | +0.04% | +3.29% | |
| 32 | SPGI | S&p Global Inc | 股票-金融 | 0.80% | -0.23% | +1.58% | |
| 33 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.79% | +0.17% | +30.46% | |
| 34 | NDAQ | Nasdaq Inc | 股票-金融 | 0.78% | -0.02% | +18.13% | |
| 35 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.71% | -0.35% | -24.08% | |
| 36 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.69% | +0.69% | NEW | |
| 37 | LIN | Linde plc | 股票-原材料 | 0.69% | -0.07% | -17.48% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | -0.09% | — | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.68% | +0.35% | +132.66% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.64% | -0.11% | -6.37% | |
| 41 | LRCX | Lam Research CORP | 股票-科技 | 0.63% | +0.04% | -8.92% | |
| 42 | CME | Cme Group Inc | 股票-金融 | 0.62% | +0.02% | +2.63% | |
| 43 | WAT | Waters CORP | 股票-医疗保健 | 0.59% | -0.23% | -2.57% | |
| 44 | AZO | Autozone Inc | 股票-周期性消费 | 0.58% | -0.06% | -2.19% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.57% | +0.19% | +80.17% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.56% | -0.25% | -0.30% | |
| 47 | IEX | Idex CORP | 股票-工业 | 0.53% | +0.01% | +0.19% | |
| 48 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.51% | -0.01% | -2.63% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.50% | -0.11% | -20.50% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.44% | -0.19% | — |
1–50 of 200
投资组合表现
Q3 2026表现
+3.5%
近4个季度表现
+14.5%
- 标准差
- +12.3%
- 贝塔系数
- +0.85
- 阿尔法
- -1.2%
- 最大回撤
- -7.5%
- 年化表现
- +15.4%
- 对标普胜率
- +44.4%
- 索提诺比率
- +2.1
- 斯图泽指数
- +0.36
- 特雷诺比率
- +0.18
- 斯特林比率
- +0.88
- 卡玛比率
- +2.04
- 信息比率
- -0.82
- 跟踪误差
- +4.9%
- 下行标准差
- +7.2%
- 正收益月份占比
- +72.2%
- 负收益月份占比
- +27.8%
- 最佳12个月
- +24.9%
- 最差12个月
- +13.2%
- 效率比率
- +0.46
- 夏普比率
- +1.23
- 行业分散度
- +8.5%
- 偏度
- -0.49
- 峰度
- +0.82
- 上行潜力
- +3.49
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
Evelyn Partners Investment Management Services Ltd 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 新建仓: Arthur J Gallagher & Co (AJG); 新建仓: Sunbelt Rentals Holdings Inc (SUNB); 新建仓: Invesco China Technology ETF (CQQQ); 新建仓: Abrdn Physical Silver Shares (SIVR).
仅显示变动幅度最大的前 200 项（共 292 项）
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.4% | +5.32% | 加仓 |
| 2 | APH | Amphenol Corp-cl A | +0.4% | +132.66% | 加仓 |
| 3 | FNV | Franco-nevada CORP | +0.2% | +6.77% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.2% | +80.17% | 加仓 |
| 5 | NFLX | Netflix Inc | +0.2% | +147.33% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | +39.17% | 加仓 |
| 7 | TJX | Tjx Companies Inc | +0.2% | +30.46% | 加仓 |
| 8 | GEHC | GE Healthcare Technology | +0.2% | +162.91% | 加仓 |
| 9 | WPM | Wheaton Precious Metals CORP | +0.2% | +5.72% | 加仓 |
| 10 | TTE | TotalEnergies SE | +0.1% | +38.91% | 加仓 |
| 11 | WMT | Walmart Inc | +0.1% | +44.99% | 加仓 |
| 12 | INTU | Intuit Inc | +0.1% | +80.20% | 加仓 |
| 13 | GE | General Electric | +0.1% | +105.07% | 加仓 |
| 14 | NEE | Nextera Energy Inc | +0.1% | +19.39% | 加仓 |
| 15 | RACE | Ferrari N.V. | +0.1% | +105.58% | 加仓 |
| 16 | CB | Chubb Limited | +0.1% | +4.13% | 加仓 |
| 17 | VDE | Vanguard Energy ETF | +0.1% | -3.03% | 减仓 |
| 18 | NVDA | Nvidia CORP | +0.1% | +15.64% | 加仓 |
| 19 | MA | Mastercard Inc - A | +0.1% | +25.32% | 加仓 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | — | 不变 |
| 21 | AAPL | Apple Inc | 0% | +16.61% | 加仓 |
| 22 | KO | Coca-cola Co/the | 0% | +3.29% | 加仓 |
| 23 | LRCX | Lam Research CORP | 0% | -8.92% | 减仓 |
| 24 | BSX | Boston Scientific CORP | 0% | +357.43% | 加仓 |
| 25 | NOC | Northrop Grumman CORP | 0% | -0.67% | 减仓 |
| 26 | CME | Cme Group Inc | 0% | +2.63% | 加仓 |
| 27 | AEM | Agnico Eagle Mines LTD | 0% | -4.73% | 减仓 |
| 28 | PANW | Palo Alto Networks Inc | 0% | +31.47% | 加仓 |
| 29 | URA | Global X Uranium ETF | 0% | +3.78% | 加仓 |
| 30 | IEX | Idex CORP | 0% | +0.19% | 加仓 |
| 31 | ETN | Eaton Corporation plc | 0% | +3.55% | 加仓 |
| 32 | AMT | American Tower CORP | 0% | +13.14% | 加仓 |
| 33 | MU | Micron Technology Inc | 0% | — | 不变 |
| 34 | WM | Waste Management Inc | 0% | +44.53% | 加仓 |
| 35 | PLTR | Palantir Technologies Inc-a | 0% | +108.74% | 加仓 |
| 36 | DE | Deere & Co | 0% | -4.91% | 减仓 |
| 37 | SLB | Slb LTD | 0% | -15.79% | 减仓 |
| 38 | WMB | Williams Cos Inc | 0% | +33.75% | 加仓 |
| 39 | CVX | Chevron CORP | 0% | — | 不变 |
| 40 | ADSK | Autodesk Inc | 0% | +87.80% | 加仓 |
| 41 | MKL | Markel Group Inc | 0% | +750.00% | 加仓 |
| 42 | APD | Air Products & Chemicals Inc | 0% | — | 不变 |
| 43 | C | Citigroup Inc | 0% | +99.26% | 加仓 |
| 44 | CEF | Sprott Physical Gold And Sil | — | +2.34% | 加仓 |
| 45 | PLD | Prologis Inc | — | +2.01% | 加仓 |
| 46 | VO | Vanguard Mid-cap ETF | — | +10.92% | 加仓 |
| 47 | VPL | Vanguard Ftse Pacific ETF | — | -2.70% | 减仓 |
| 48 | AVEM | Avantis Emerging Markets Eq | — | +0.28% | 加仓 |
| 49 | FCX | Freeport-mcmoran Inc | — | +2.02% | 加仓 |
| 50 | UNP | Union Pacific CORP | — | -29.19% | 减仓 |
1–50 of 200
申报历史
FAQ
Evelyn Partners Investment Management Services Ltd 是什么机构？属于哪种投资人类型？
Evelyn Partners Investment Management Services Ltd 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$8.5亿，分布在 281 个已申报仓位之中。
Evelyn Partners Investment Management Services Ltd 目前前几大持股有哪些？
根据最新 13F 申报，Evelyn Partners Investment Management Services Ltd 按市值排列的前几大持股为：
1. AstraZeneca PLC (AZN) — US$9679.2万 (11.4%)
2. Alphabet Inc-cl A (GOOGL) — US$4625.3万 (5.4%)
3. Microsoft CORP (MSFT) — US$4359.3万 (5.1%)
4. Amazon.com Inc (AMZN) — US$4022.9万 (4.7%)
5. Visa Inc-class A Shares (V) — US$2910.0万 (3.4%)
Evelyn Partners Investment Management Services Ltd 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Evelyn Partners Investment Management Services Ltd 共进行了 166 项显著调整：新建仓 27 个仓位、加仓 66 个既有持股、减仓 63 个仓位，并完全清仓 10 个持股。 其中幅度最大的异动：新建仓: AstraZeneca PLC (AZN); 新建仓: Arthur J Gallagher & Co (AJG); 新建仓: Sunbelt Rentals Holdings Inc (SUNB); 新建仓: Invesco China Technology ETF (CQQQ); 新建仓: Abrdn Physical Silver Shares (SIVR)
Evelyn Partners Investment Management Services Ltd 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Evelyn Partners Investment Management Services Ltd 的主要板块分布如下：
• Health Care: 24.0%
• Information Technology: 22.0%
• Financials: 18.5%
• Consumer Discretionary: 11.4%
• Communication Services: 9.9%
• Materials: 6.4%
投资风格解析
Evelyn Partners Investment Management Services Ltd重建的 13F 持仓回测显示，过去 18 个月年化回报率为 15.4%，跑输 S&P 500 1.2 个百分点；贝塔系数为 0.85（波动性低于大盘），季度胜率为 44%。
该机构的持仓风格高度分散、换手适中。
过去 4 个季度，该机构的换手率评分从 14 升至 30，交易变得更为活跃。
过去两个季度，该机构持续加码 JNJ（+US$694.9万，现达 US$2520.1万），同时减持 MSFT（-US$993.7万，仍持有 US$4359.3万）。
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开发者访问
以编程方式访问 Evelyn Partners Investment Management Services Ltd 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/evelyn-partners-investment-management-services-ltdCLI 命令
npx alphasmo institutions get evelyn-partners-investment-management-services-ltd