AR

Advisory Research INC

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$8.1亿

申报季度: 2026-03-31 · 持股只数: 170

ADVISORY RESEARCH INC在最新一期 13F 报告中披露了 170 项持股，申报期为 2026-03-31，总持股市值约为 US$8.1亿，季度换手率为 35.4%。

浏览其他1 亿至 10 亿美元机构浏览其他以“A”开头的机构

机构性格雪花图

集中度
8.33
持仓稳定性
35.39
动能／逆势
100
行业集中度
35.85
多样化
100
仓位均衡度
86.34

近期动向

  • 减仓 PHIN

    -86.2%　-US$1435.7万

  • 加仓 MTDR

    +993.9%　US$1455.7万

  • 减仓 TPR

    -46.3%　-US$1204.4万

  • 减仓 DJCO

    -36.1%　-US$1175.4万

  • 减仓 PM

    -33.0%　-US$887.2万

  • 减仓 AVGO

    -22.7%　-US$881.5万

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 137 大持股（共 170 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
1TRSTrimas CORP股票-其他4.95%+0.07%+2.16%
2OPLNOpenlane INC股票-其他4.59%+0.35%+13.08%
3MYEMyers Industries INC股票-其他3.97%+0.90%+17.10%
4TSMTaiwan Semiconductor-sp Adr股票-科技3.40%-0.67%-23.32%
5GOOGLAlphabet Inc-cl A股票-通信服务3.30%-0.27%+2.86%
6PRSUPursuit Attractions And Hosp股票-其他3.00%—-4.26%
7BELFBBel Fuse Inc-cl B股票-其他2.91%—-11.44%
8KDPKeurig Dr Pepper INC股票-非周期性消费2.72%+0.65%+42.49%
9MTGMgic Investment CORP股票-金融2.56%-0.25%+3.90%
10NPKNational Presto Inds INC股票-其他2.49%+2.49%NEW
11DJCODaily Journal CORP股票-其他2.48%-1.54%-36.13%
12PMPhilip Morris International股票-非周期性消费2.43%-1.17%-33.04%
13AVGOBroadcom INC股票-科技2.42%-1.16%-22.73%
14CMECme Group INC股票-金融2.35%+0.21%+3.57%
15LEGHLegacy Housing CORP股票-其他2.32%+0.53%+26.59%
16AEPAmerican Electric Power股票-公用事业2.27%+0.29%+3.50%
17JBTMJbt Marel CORP股票-工业2.21%-0.26%+7.94%
18TPRTapestry INC股票-周期性消费2.15%-1.57%-46.34%
19ABBVAbbvie INC股票-医疗保健1.95%—+3.37%
20APAApa CORP股票-能源1.95%+1.95%NEW
21MSFTMicrosoft CORP股票-科技1.94%-0.60%+2.38%
22MTDRMatador Resources Co股票-能源1.91%+1.79%+993.89%
23KBKb Financial Group Inc-adr股票-金融1.60%+0.28%+7.04%
24ACVAAcv Auctions Inc-a股票-其他1.58%+0.48%+177.16%
25INTUIntuit INC股票-科技1.45%+1.45%NEW
26HUBBHubbell INC股票-工业1.43%+0.12%+1.36%
27GSKGsk Plc-spon Adr股票-医疗保健1.39%-0.61%-36.92%
28CMCSAComcast Corp-class A股票-通信服务1.28%+1.28%NEW
29METAMeta Platforms Inc-class A股票-通信服务1.24%—+10.98%
30LAMRLamar Advertising Co-a股票-房地产1.18%+0.22%+25.18%
31MPCMarathon Petroleum CORP股票-能源1.17%+1.17%NEW
32EEXEmerald Holding INC股票-其他1.04%—+4.36%
33BTIBritish American Tob-sp Adr股票-非周期性消费0.94%—+10.55%
34FERGFerguson Enterprises INC股票-工业0.91%—-0.26%
35SGOVIshares 0-3 Month Treasury BETF-政府公债0.74%-0.17%-16.73%
36NICNicolet Bankshares INC股票-其他0.66%—-8.67%
37DACDanaos Corporation股票-其他0.66%+0.19%+19.57%
38LTMLatam Airlines Group Sa-adr股票-其他0.60%+0.60%NEW
39PFGCPerformance Food Group Co股票-非周期性消费0.57%-0.96%-60.41%
40SSBSouthstate Bank CORP股票-金融0.54%—-0.42%
41LRCXLam Research CORP股票-科技0.52%—-29.02%
42VCITVanguard Int-term CorporateETF-投资级公司债0.52%—+14.66%
43SHVIshares 0-1 Year Treasury BoETF-政府公债0.50%—+10.83%
44VUSBVanguard Ultra Short Bond EtETF-其他0.50%—+11.59%
45VGSHVanguard Short-term TreasuryETF-政府公债0.50%——
46STLDSteel Dynamics INC股票-原材料0.46%—-7.95%
47VCSHVanguard S/t CORP Bond ETFETF-投资级公司债0.45%—+16.64%
48CALMCal-maine Foods INC股票-非周期性消费0.44%—+3.49%
49MPTIM-tron Industries INC股票-其他0.42%+0.18%+41.98%
50ACAArcosa INC股票-工业0.41%—-1.26%
1–50 of 137

本季持股变动

Advisory Research INC 在 2026-03-31 最显著的持仓异动： 新建仓: National Presto Inds INC (NPK); 新建仓: Apa CORP (APA); 新建仓: Intuit INC (INTU); 新建仓: Comcast Corp-class A (CMCSA); 新建仓: Marathon Petroleum CORP (MPC).

Advisory Research INC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1MTDRMatador Resources Co+1.8%+993.89%加仓
2MYEMyers Industries INC+0.9%+17.10%加仓
3KDPKeurig Dr Pepper INC+0.7%+42.49%加仓
4LEGHLegacy Housing CORP+0.5%+26.59%加仓
5ACVAAcv Auctions Inc-a+0.5%+177.16%加仓
6OPLNOpenlane INC+0.4%+13.08%加仓
7AEPAmerican Electric Power+0.3%+3.50%加仓
8KBKb Financial Group Inc-adr+0.3%+7.04%加仓
9LAMRLamar Advertising Co-a+0.2%+25.18%加仓
10CMECme Group INC+0.2%+3.57%加仓
11DACDanaos Corporation+0.2%+19.57%加仓
12MPTIM-tron Industries INC+0.2%+41.98%加仓
13SRSpire INC+0.1%+200.97%加仓
14HQYHealthequity INC+0.1%+74.71%加仓
15VVVValvoline INC+0.1%+31.49%加仓
16SGHCSuper Group (SGHC) Limited+0.1%+274.82%加仓
17HUBBHubbell INC+0.1%+1.36%加仓
18TRSTrimas CORP+0.1%+2.16%加仓
19SGOVIshares 0-3 Month Treasury B-0.2%-16.73%减仓
20MTGMgic Investment CORP-0.3%+3.90%加仓
21JBTMJbt Marel CORP-0.3%+7.94%加仓
22GOOGLAlphabet Inc-cl A-0.3%+2.86%加仓
23MSFTMicrosoft CORP-0.6%+2.38%加仓
24GSKGsk Plc-spon Adr-0.6%-36.92%减仓
25TSMTaiwan Semiconductor-sp Adr-0.7%-23.32%减仓
26HLLYHolley INC-0.9%-83.09%减仓
27PFGCPerformance Food Group Co-1%-60.41%减仓
28AVGOBroadcom INC-1.2%-22.73%减仓
29PMPhilip Morris International-1.2%-33.04%减仓
30DJCODaily Journal CORP-1.5%-36.13%减仓
31TPRTapestry INC-1.6%-46.34%减仓
32PHINPhinia INC-1.8%-86.20%减仓
33NPKNational Presto Inds INC—NEW新建仓
34APAApa CORP—NEW新建仓
35INTUIntuit INC—NEW新建仓
36CMCSAComcast Corp-class A—NEW新建仓
37MPCMarathon Petroleum CORP—NEW新建仓
38ULUnilever Plc-sponsored Adr—EXIT清仓
39LTMLatam Airlines Group Sa-adr—NEW新建仓
40HMCHonda Motor Co Ltd-spons Adr—EXIT清仓
411RGRev Group INC—EXIT清仓
42ACWIIshares Msci Acwi ETF—EXIT清仓
43DRVNDriven Brands Holdings INC—EXIT清仓
44TEXTerex CORP—NEW新建仓
45AAPAdvance Auto Parts INC—NEW新建仓
46NCNONcino INC—EXIT清仓
47TNCTennant Co—NEW新建仓
48IWMIshares Russell 2000 ETF—EXIT清仓
49✓ Onespaworld Holdings LTD—EXIT清仓
50GTESGates Industrial Corporation plc—EXIT清仓

FAQ

Advisory Research INC 是什么机构？属于哪种投资人类型？
Advisory Research INC 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$8.1亿，分布在 170 个已申报仓位之中。
Advisory Research INC 目前前几大持股有哪些？
根据最新 13F 申报，Advisory Research INC 按市值排列的前几大持股为： 1. Trimas CORP (TRS) — US$4024.2万 (5.0%) 2. Openlane INC (OPLN) — US$3735.9万 (4.6%) 3. Myers Industries INC (MYE) — US$3231.5万 (4.0%) 4. Taiwan Semiconductor-sp Adr (TSM) — US$2763.9万 (3.4%) 5. Alphabet Inc-cl A (GOOGL) — US$2681.8万 (3.3%)
Advisory Research INC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Advisory Research INC 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 22 个既有持股、减仓 10 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：新建仓: National Presto Inds INC (NPK); 新建仓: Apa CORP (APA); 新建仓: Intuit INC (INTU); 新建仓: Comcast Corp-class A (CMCSA); 新建仓: Marathon Petroleum CORP (MPC)
Advisory Research INC 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，Advisory Research INC 的主要板块分布如下： • Information Technology: 19.0% • Financials: 15.6% • Consumer Staples: 12.4% • Industrials: 11.0% • Communication Services: 9.6% • Energy: 8.7%

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