CIK: 0002078069
申报总市值
US$2.6亿
申报季度: 2026-03-31 · 持股只数: 101
LETSON INVESTMENT MANAGEMENT, INC.在最新一期 13F 报告中披露了 101 项持股，申报期为 2026-03-31，总持股市值约为 US$2.6亿，季度换手率为 13.4%。
Letson Investment Management, INC. 目前披露的持仓，Herfindahl 集中度指数为 0.033——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 101 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 1.52），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 59%；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。
加仓 JNJ
-0.1% US$294.3万
减仓 ACN
-0.5% -US$311.4万
减仓 ABT
-0.0% -US$246.4万
减仓 V
+0.0% -US$261.8万
减仓 AXP
-1.3% -US$227.7万
减仓 INTU
+16.6% -US$132.7万
| # | 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 | ABBV | Abbvie INC | 股票-医疗保健 | 9.30% | -0.02% | +0.01% | |
| 2 | JNJ | Johnson & Johnson | 股票-医疗保健 | 7.42% | +1.42% | -0.11% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 6.27% | -0.68% | +0.00% | |
| 4 | ABT | Abbott Laboratories | 股票-医疗保健 | 4.29% | -0.71% | -0.03% | |
| 5 | L | Loews CORP | 股票-金融 | 4.21% | — | — | |
| 6 | AXP | American Express Co | 股票-金融 | 3.65% | -0.67% | -1.32% | |
| 7 | ACN | Accenture plc | 股票-科技 | 3.33% | -0.99% | -0.46% | |
| 8 | PEP | Pepsico INC | 股票-非周期性消费 | 2.86% | +0.33% | -0.24% | |
| 9 | SYK | Stryker CORP | 股票-医疗保健 | 2.70% | -0.07% | -0.73% | |
| 10 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.47% | +0.41% | +0.07% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.40% | — | -0.56% | |
| 12 | UNP | Union Pacific CORP | 股票-工业 | 2.09% | +0.19% | -0.24% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 2.03% | -0.16% | -0.03% | |
| 14 | TT | Trane Technologies plc | 股票-工业 | 1.96% | +0.16% | -2.95% | |
| 15 | ADP | Automatic Data Processing | 股票-科技 | 1.79% | -0.11% | +13.45% | |
| 16 | CARR | Carrier Global CORP | 股票-工业 | 1.79% | -0.14% | -17.12% | |
| 17 | AMGN | Amgen INC | 股票-医疗保健 | 1.76% | +0.20% | — | |
| 18 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.71% | +0.14% | -0.27% | |
| 19 | PAYX | Paychex INC | 股票-科技 | 1.70% | -0.28% | -0.27% | |
| 20 | INTU | Intuit INC | 股票-科技 | 1.62% | -0.42% | +16.60% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.62% | +0.01% | — | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.49% | +0.13% | +0.31% | |
| 23 | EFX | Equifax INC | 股票-工业 | 1.39% | -0.21% | — | |
| 24 | FISV | Fiserv INC | 股票-其他 | 1.35% | -0.31% | -6.86% | |
| 25 | NOC | Northrop Grumman CORP | 股票-工业 | 1.22% | +0.25% | +0.02% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | -0.09% | -2.18% | |
| 27 | RTX | Rtx CORP | 股票-工业 | 1.15% | — | -2.22% | |
| 28 | ITW | Illinois Tool Works | 股票-工业 | 1.03% | — | +0.25% | |
| 29 | PM | Philip Morris International | 股票-非周期性消费 | 1.02% | — | -0.11% | |
| 30 | GNRC | Generac Holdings INC | 股票-工业 | 0.95% | +0.32% | — | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.92% | +0.15% | -1.15% | |
| 32 | KDP | Keurig Dr Pepper INC | 股票-非周期性消费 | 0.91% | -0.02% | +0.01% | |
| 33 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.82% | -0.14% | +0.45% | |
| 34 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.80% | -0.07% | -0.81% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.24% | +0.01% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.78% | -0.16% | -11.32% | |
| 37 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.77% | — | -0.10% | |
| 38 | MU | Micron Technology INC | 股票-科技 | 0.69% | +0.14% | — | |
| 39 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.63% | — | -3.01% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.63% | — | -0.70% | |
| 41 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.62% | — | — | |
| 42 | NSC | Norfolk Southern CORP | 股票-工业 | 0.60% | — | +0.04% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.59% | — | — | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.58% | -0.07% | — | |
| 45 | AMP | Ameriprise Financial INC | 股票-金融 | 0.58% | -0.03% | — | |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.53% | -0.16% | — | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.51% | -0.04% | -4.38% | |
| 48 | HON | Honeywell International INC | 股票-工业 | 0.51% | +0.09% | — | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.48% | -0.04% | — | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.38% | — | — |
Q3 2026表现
+5.6%
近4个季度表现
+6%
基于可获取价格的持仓（占申报价值的74%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 101 | US$2.6亿 | 13 | |
| 2025-12-31 | 101 | US$2.7亿 | 10 | |
| 2025-09-30 | 99 | US$2.8亿 | 0 | |
| 2025-06-30 | 93 | US$2.5亿 | 0 | |
| 2025-03-31 | 88 | US$2.5亿 | 0 | |
| 2024-12-31 | 91 | US$2.5亿 | 0 | |
| 2024-09-30 | 91 | US$2.5亿 | 0 | |
| 2024-06-30 | 88 | US$2.3亿 | 0 | |
| 2024-03-31 | 95 | US$2.4亿 | 0 | |
| 2023-12-31 | 92 | US$2.2亿 | 0 |
Letson Investment Management, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: Netflix INC (NFLX); 新建仓: Waters CORP (WAT); 清仓: Oracle CORP (ORCL); 清仓: Raymond James Financial INC (RJF); 清仓: Ss Technology Select Sector (XLK).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-24 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-28 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2025-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2025-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2025-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2025-08-14 | 13F-HR | 在 EDGAR 上查看 |
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