EI
Exxonmobil Investment Management Inc /tx SEC 13F 历史申报与持仓存档（Q1 2018）
Exxonmobil Investment Management Inc /txCIK: 0001082970
分散型投资策略高品质投资策略长期持有型
申报总市值
US$34.7亿
申报季度: 2018-03-31 · 持股只数: 506
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX在最新一期 13F 报告中披露了 506 项持股，申报期为 2018-03-31，总持股市值约为 US$34.7亿，季度换手率为 10.4%。
机构性格雪花图
- 集中度
- 3.13
- 持仓稳定性
- 10.43
- 动能倾向
- 65.31
- 行业集中度
- 45.68
- 多样化
- 100
- 仓位均衡度
- 82.76
Exxonmobil Investment Management Inc /tx 目前披露的持仓，Herfindahl 集中度指数为 0.008——换算下来相当于约 128 个等权重仓位，明显低于其实际披露的 506 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 1.72），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。
目前行业板块分类约覆盖此投资组合披露价值的 61%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
来源与引用信息
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加仓 AMZN
-3.3% US$1465.9万
加仓 MSFT
-3.9% US$265.7万
加仓 NFLX
-3.4% US$641.3万
减仓 WFC
-4.6% -US$753.0万
减仓 META
-3.3% -US$830.3万
减仓 XOM
-3.7% -US$795.4万
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 506 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 | AAPL | Apple Inc | 股票-科技 | 3.76% | -0.03% | -4.85% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | +0.22% | -3.90% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.57% | +0.53% | -3.27% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | +0.04% | -3.71% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.69% | -0.14% | -3.27% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | — | -4.77% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.52% | -0.12% | -3.85% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.40% | -0.14% | -3.72% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.39% | +0.01% | -2.92% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.37% | — | -3.57% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 1.27% | — | -5.04% | |
| 12 | INTC | Intel CORP | 股票-科技 | 1.08% | +0.14% | -3.72% | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 1.02% | -0.15% | -4.63% | |
| 14 | T | At&t Inc | 股票-通信服务 | 0.97% | -0.07% | -3.72% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 0.96% | -0.08% | -3.17% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | — | -4.30% | |
| 17 | PFE | Pfizer Inc | 股票-医疗保健 | 0.93% | -0.01% | -3.85% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 0.92% | -0.04% | -3.72% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.91% | -0.02% | -3.86% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 0.91% | — | -6.18% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | -0.14% | -4.74% | |
| 22 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.87% | -0.07% | -2.57% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.80% | — | -4.87% | |
| 24 | C | Citigroup Inc | 股票-金融 | 0.77% | -0.09% | -6.41% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | -0.03% | -3.60% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.71% | +0.10% | -4.31% | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.70% | -0.11% | -4.32% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.69% | -0.05% | -3.72% | |
| 29 | PM | Philip Morris International | 股票-非周期性消费 | 0.68% | -0.04% | -3.72% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | -0.04% | -4.14% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.67% | — | -3.72% | |
| 32 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.66% | -0.07% | -3.72% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.65% | +0.10% | +13.42% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.65% | -0.02% | -5.09% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | +0.11% | -3.88% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.61% | — | -4.50% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | — | -4.20% | |
| 38 | MMM | 3m Co | 股票-工业 | 0.58% | -0.03% | -3.92% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.57% | -0.06% | -4.52% | |
| 40 | NFLX | Netflix Inc | 股票-通信服务 | 0.57% | +0.21% | -3.45% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.55% | -0.05% | -3.72% | |
| 42 | MO | Altria Group Inc | 股票-非周期性消费 | 0.52% | -0.07% | -4.11% | |
| 43 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.52% | -0.14% | -3.60% | |
| 44 | AMGN | Amgen Inc | 股票-医疗保健 | 0.50% | -0.05% | -11.34% | |
| 45 | MDT | Medtronic plc | 股票-医疗保健 | 0.48% | — | -3.60% | |
| 46 | HON | Honeywell International Inc | 股票-工业 | 0.48% | -0.03% | -4.96% | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.47% | +0.09% | -3.99% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.47% | — | -3.72% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.46% | — | -3.72% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.46% | — | -3.96% |
1–50 of 200
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
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 | |
|---|---|---|---|---|---|
| 2018 Q1 | 506 | US$34.7亿 | 10 | ||
| 2017 Q4 | 506 | US$36.5亿 | 10 | ||
| 2017 Q3 | 506 | US$39.5亿 | 9 | ||
| 2017 Q2 | 506 | US$40.0亿 | 14 | ||
| 2017 Q1 | 506 | US$45.3亿 | 9 | ||
| 2016 Q4 | 506 | US$44.7亿 | 12 | ||
| 2016 Q3 | 505 | US$48.0亿 | 10 | ||
| 2016 Q2 | 508 | US$47.3亿 | 12 | ||
| 2016 Q1 | 507 | US$43.9亿 | 14 | ||
| 2015 Q4 | 505 | US$40.4亿 | 14 | ||
| 2015 Q3 | 506 | US$39.0亿 | 13 | ||
| 2015 Q2 | 504 | US$40.8亿 | 12 | ||
| 2015 Q1 | 503 | US$44.2亿 | 11 | ||
| 2014 Q4 | 504 | US$43.3亿 | 10 | ||
| 2014 Q3 | 503 | US$43.1亿 | 8 | ||
| 2014 Q2 | 503 | US$44.5亿 | 8 | ||
| 2014 Q1 | 501 | US$44.0亿 | 7 | ||
| 2013 Q4 | 501 | US$43.0亿 | 11 | ||
| 2013 Q3 | 501 | US$39.8亿 | 9 | ||
| 2013 Q2 | 500 | US$40.0亿 | 0 |
Exxonmobil Investment Management Inc /tx 在 2018-03-31 最显著的持仓异动： 新建仓: Booking Holdings Inc (BKNG); 清仓: Booking Holdings Inc. (BKNG); 清仓: Cr Bard Inc (BCRUSD); 新建仓: Nektar Therapeutics (NKTREUR); 新建仓: Svb Financial Group (SIVBEUR).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | -3.27% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.2% | -3.90% | 减仓 |
| 3 | NFLX | Netflix Inc | +0.2% | -3.45% | 减仓 |
| 4 | INTC | Intel CORP | +0.1% | -3.72% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.1% | -3.88% | 减仓 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.1% | +13.42% | 加仓 |
| 7 | MA | Mastercard Inc - A | +0.1% | -4.31% | 减仓 |
| 8 | ADBE | Adobe Inc | +0.1% | -3.99% | 减仓 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.71% | 减仓 |
| 10 | GOOG | Alphabet Inc-cl C | 0% | -2.92% | 减仓 |
| 11 | GOOGL | Alphabet Inc-cl A | — | -3.57% | 减仓 |
| 12 | PFE | Pfizer Inc | 0% | -3.85% | 减仓 |
| 13 | UNH | Unitedhealth Group Inc | 0% | -3.86% | 减仓 |
| 14 | MRK | Merck & Co. Inc. | 0% | -5.09% | 减仓 |
| 15 | AAPL | Apple Inc | 0% | -4.85% | 减仓 |
| 16 | KO | Coca-cola Co/the | 0% | -3.60% | 减仓 |
| 17 | MMM | 3m Co | 0% | -3.92% | 减仓 |
| 18 | HON | Honeywell International Inc | 0% | -4.96% | 减仓 |
| 19 | BIIB | Biogen Inc | 0% | -3.66% | 减仓 |
| 20 | AVGO | Broadcom Inc. | 0% | -2.80% | 减仓 |
| 21 | HD | Home Depot Inc | 0% | -3.72% | 减仓 |
| 22 | DIS | Walt Disney Co/the | 0% | -4.14% | 减仓 |
| 23 | PM | Philip Morris International | 0% | -3.72% | 减仓 |
| 24 | CVS | Cvs Health CORP | 0% | -3.57% | 减仓 |
| 25 | UPS | United Parcel Service-cl B | 0% | -3.55% | 减仓 |
| 26 | PEP | Pepsico Inc | -0.1% | -3.72% | 减仓 |
| 27 | MCD | Mcdonald's CORP | -0.1% | -3.72% | 减仓 |
| 28 | AMGN | Amgen Inc | -0.1% | -11.34% | 减仓 |
| 29 | QCOM | Qualcomm Inc | -0.1% | -3.32% | 减仓 |
| 30 | WMT | Walmart Inc | -0.1% | -4.52% | 减仓 |
| 31 | CELG | Celgene CORP | -0.1% | -8.02% | 减仓 |
| 32 | T | At&t Inc | -0.1% | -3.72% | 减仓 |
| 33 | VZ | Verizon Communications Inc | -0.1% | -2.57% | 减仓 |
| 34 | DD | DuPont de Nemours, Inc. | -0.1% | -3.72% | 减仓 |
| 35 | MO | Altria Group Inc | -0.1% | -4.11% | 减仓 |
| 36 | CVX | Chevron CORP | -0.1% | -3.17% | 减仓 |
| 37 | C | Citigroup Inc | -0.1% | -6.41% | 减仓 |
| 38 | CMCSA | Comcast Corp-class A | -0.1% | -4.32% | 减仓 |
| 39 | JNJ | Johnson & Johnson | -0.1% | -3.85% | 减仓 |
| 40 | META | Meta Platforms Inc-class A | -0.1% | -3.27% | 减仓 |
| 41 | XOM | Exxon Mobil CORP | -0.1% | -3.72% | 减仓 |
| 42 | PG | Procter & Gamble Co/the | -0.1% | -4.74% | 减仓 |
| 43 | AEP | American Electric Power Company, Inc. | -0.1% | -3.60% | 减仓 |
| 44 | WFC | Wells Fargo & Co | -0.2% | -4.63% | 减仓 |
| 45 | BKNG | Booking Holdings Inc | — | NEW | 新建仓 |
| 46 | BKNG | Booking Holdings Inc. | — | EXIT | 清仓 |
| 47 | BCRUSD | Cr Bard Inc | — | EXIT | 清仓 |
| 48 | NKTREUR | Nektar Therapeutics | — | NEW | 新建仓 |
| 49 | SIVBEUR | Svb Financial Group | — | NEW | 新建仓 |
| 50 | HII | Huntington Ingalls Industrie | — | NEW | 新建仓 |
申报历史
FAQ
Exxonmobil Investment Management Inc /tx 是什么机构？属于哪种投资人类型？
Exxonmobil Investment Management Inc /tx 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（2018-03-31），该机构追踪的股票投资组合估值约为 US$34.7亿，分布在 506 个已申报仓位之中。
Exxonmobil Investment Management Inc /tx 目前前几大持股有哪些？
根据最新 13F 申报，Exxonmobil Investment Management Inc /tx 按市值排列的前几大持股为：
1. Apple Inc (AAPL) — US$1.3亿 (3.8%)
2. Microsoft CORP (MSFT) — US$1.1亿 (3.1%)
3. Amazon.com Inc (AMZN) — US$8903.0万 (2.6%)
4. Berkshire Hathaway Inc-cl B (BRK-B) — US$5877.4万 (1.7%)
5. Meta Platforms Inc-class A (META) — US$5861.0万 (1.7%)
Exxonmobil Investment Management Inc /tx 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Exxonmobil Investment Management Inc /tx 共进行了 50 项显著调整：新建仓 4 个仓位、加仓 1 个既有持股、减仓 43 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Booking Holdings Inc (BKNG); 清仓: Booking Holdings Inc. (BKNG); 清仓: Cr Bard Inc (BCRUSD); 新建仓: Nektar Therapeutics (NKTREUR); 新建仓: Svb Financial Group (SIVBEUR)
Exxonmobil Investment Management Inc /tx 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，Exxonmobil Investment Management Inc /tx 的主要板块分布如下：
• Information Technology: 23.3%
• Financials: 17.8%
• Health Care: 15.4%
• Communication Services: 14.3%
• Consumer Discretionary: 10.2%
• Consumer Staples: 7.1%
💡
数据来源提示：AlphaSMO是网络上最具权威的13F / Inside Trader数据库。本页所呈现的机构持仓与内部人交易皆经过精密演算整理，我们致力于提供最精准的大户持仓报告。
投资风格解析
Exxonmobil Investment Management Inc /tx的持仓风格高度分散、偏好长期持有。
过去两个季度，该机构持续加码 AMZN（+US$1903.3万，现达 US$8903.0万），同时减持 AEP（-US$2031.2万，仍持有 US$1791.8万）。
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开发者访问
以编程方式访问 Exxonmobil Investment Management Inc /tx 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/exxonmobil-investment-management-inc-txCLI 命令
npx alphasmo institutions get exxonmobil-investment-management-inc-tx