CIK: 0001841173
申报总市值
US$1.6亿
申报季度: 2026-03-31 · 持股只数: 40
JERICHO FINANCIAL, LLP在最新一期 13F 报告中披露了 40 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 6.1%。
Jericho Financial, LLP 目前披露的持仓，Herfindahl 集中度指数为 0.037——换算下来相当于约 27 个等权重仓位，与其实际披露的 40 只持仓相当接近。资金分布相对平均，并未集中于少数标的。
整体仓位大小相当一致（变异系数为 0.69），显示该机构在资金配置上采取较有纪律、规则化的方式。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 2.8 个百分点）——这种模式较符合动量追涨的操作风格。
加仓 CAT
-14.1% US$39.5万
减仓 AVGO
+0.4% -US$86.5万
减仓 CRM
+23.0% -US$65.9万
减仓 MSFT
+17.9% -US$80.8万
加仓 INTC
-12.3% US$21.5万
减仓 GOOGL
-0.7% -US$82.4万
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.41% | -0.25% | -0.69% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.25% | -0.08% | +0.70% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.92% | -0.12% | -0.30% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 4.81% | -0.30% | +0.43% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.79% | -0.21% | +0.21% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.71% | -0.27% | +17.88% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.63% | -0.17% | +2.03% | |
| 8 | NFLX | Netflix INC | 股票-通信服务 | 4.43% | +0.17% | -2.99% | |
| 9 | CAT | Caterpillar INC | 股票-工业 | 4.27% | +0.43% | -14.13% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.19% | -0.17% | +5.84% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 3.65% | -0.06% | +8.91% | |
| 12 | WM | Waste Management INC | 股票-工业 | 3.45% | +0.16% | -4.29% | |
| 13 | AFL | Aflac INC | 股票-金融 | 3.40% | +0.16% | +0.76% | |
| 14 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 3.33% | +0.07% | +17.08% | |
| 15 | MU | Micron Technology INC | 股票-科技 | 3.22% | +0.24% | -12.79% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 3.14% | +0.25% | -23.75% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 3.01% | -0.02% | -0.25% | |
| 18 | INTC | Intel CORP | 股票-科技 | 2.92% | +0.26% | -12.32% | |
| 19 | TSLA | Tesla INC | 股票-周期性消费 | 2.92% | -0.06% | +13.38% | |
| 20 | CRM | Salesforce INC | 股票-科技 | 2.70% | -0.28% | +22.99% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.67% | +0.19% | -11.14% | |
| 22 | RMD | Resmed INC | 股票-医疗保健 | 2.59% | — | +2.46% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.58% | +0.12% | -1.70% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.18% | +0.08% | +21.09% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.15% | +0.09% | -1.33% | |
| 26 | AWK | American Water Works Co INC | 股票-公用事业 | 1.90% | +0.14% | -1.21% | |
| 27 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.52% | +0.08% | -14.29% | |
| 28 | AMT | American Tower CORP | 股票-房地产 | 1.46% | +0.04% | -0.39% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.97% | -0.02% | +2.00% | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.39% | +0.01% | +0.98% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.38% | -0.20% | -28.90% | |
| 32 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.36% | -0.05% | -10.15% | |
| 33 | SPGI | S&p Global INC | 股票-金融 | 0.31% | -0.12% | -14.34% | |
| 34 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.31% | +0.04% | -5.34% | |
| 35 | CHE | Chemed CORP | 股票-医疗保健 | 0.23% | -0.09% | -24.37% | |
| 36 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.20% | +0.01% | +0.26% | |
| 37 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.20% | +0.02% | +0.32% | |
| 38 | XSD | Ss Spdr S&p Semiconductor | ETF-其他 | 0.19% | +0.01% | +0.86% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.16% | — | +1.41% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.14% | -0.05% | -41.49% |
Q3 2026表现
+4.7%
近4个季度表现
+28.7%
Jericho Financial, LLP 在 2026-03-31 最显著的持仓异动： 减仓: Caterpillar INC (CAT) — 股数 -14.13%; 加仓: Broadcom INC (AVGO) — 股数 +0.43%; 加仓: Salesforce INC (CRM) — 股数 +22.99%; 加仓: Microsoft CORP (MSFT) — 股数 +17.88%; 减仓: Intel CORP (INTC) — 股数 -12.32%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar INC | +0.4% | -14.13% | 减仓 |
| 2 | INTC | Intel CORP | +0.3% | -12.32% | 减仓 |
| 3 | CVX | Chevron CORP | +0.3% | -23.75% | 减仓 |
| 4 | MU | Micron Technology INC | +0.2% | -12.79% | 减仓 |
| 5 | COST | Costco Wholesale CORP | +0.2% | -11.14% | 减仓 |
| 6 | NFLX | Netflix INC | +0.2% | -2.99% | 减仓 |
| 7 | AFL | Aflac INC | +0.2% | +0.76% | 加仓 |
| 8 | WM | Waste Management INC | +0.2% | -4.29% | 减仓 |
| 9 | AWK | American Water Works Co INC | +0.1% | -1.21% | 减仓 |
| 10 | MCD | Mcdonald's CORP | +0.1% | -1.70% | 减仓 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | -1.33% | 减仓 |
| 12 | ABT | Abbott Laboratories | +0.1% | +21.09% | 加仓 |
| 13 | APD | Air Products & Chemicals INC | +0.1% | -14.29% | 减仓 |
| 14 | CRWD | Crowdstrike Holdings INC - A | +0.1% | +17.08% | 加仓 |
| 15 | AMT | American Tower CORP | 0% | -0.39% | 减仓 |
| 16 | DGX | Quest Diagnostics INC | 0% | -5.34% | 减仓 |
| 17 | XAR | Ss Spdr S&p Aerospace Def | 0% | +0.32% | 加仓 |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +0.98% | 加仓 |
| 19 | CAH | Cardinal Health INC | 0% | +0.26% | 加仓 |
| 20 | XSD | Ss Spdr S&p Semiconductor | 0% | +0.86% | 加仓 |
| 21 | RMD | Resmed INC | — | +2.46% | 加仓 |
| 22 | VGT | Vanguard Info Tech ETF | — | +1.41% | 加仓 |
| 23 | ABBV | Abbvie INC | 0% | -0.25% | 减仓 |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +2.00% | 加仓 |
| 25 | SCHW | Schwab (charles) CORP | -0.1% | -10.15% | 减仓 |
| 26 | JNJ | Johnson & Johnson | -0.1% | -41.49% | 减仓 |
| 27 | V | Visa Inc-class A Shares | -0.1% | +8.91% | 加仓 |
| 28 | TSLA | Tesla INC | -0.1% | +13.38% | 加仓 |
| 29 | AAPL | Apple INC | -0.1% | +0.70% | 加仓 |
| 30 | CHE | Chemed CORP | -0.1% | -24.37% | 减仓 |
| 31 | NVDA | Nvidia CORP | -0.1% | -0.30% | 减仓 |
| 32 | SPGI | S&p Global INC | -0.1% | -14.34% | 减仓 |
| 33 | AMZN | Amazon.com INC | -0.2% | +2.03% | 加仓 |
| 34 | META | Meta Platforms Inc-class A | -0.2% | +5.84% | 加仓 |
| 35 | MA | Mastercard INC - A | -0.2% | -28.90% | 减仓 |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | +0.21% | 加仓 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.69% | 减仓 |
| 38 | MSFT | Microsoft CORP | -0.3% | +17.88% | 加仓 |
| 39 | CRM | Salesforce INC | -0.3% | +22.99% | 加仓 |
| 40 | AVGO | Broadcom INC | -0.3% | +0.43% | 加仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-29 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-21 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-29 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-01 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-27 | 13F-HR | 在 EDGAR 上查看 |
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