B&

Bowman & Co S.C.

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$2.4亿

申报季度: 2025-12-31 · 持股只数: 118

Bowman & Co S.C.在最新一期 13F 报告中披露了 118 项持股，申报期为 2025-12-31，总持股市值约为 US$2.4亿，季度换手率为 8.9%。

浏览其他1 亿至 10 亿美元机构浏览其他以“B”开头的机构

机构性格雪花图

集中度
13.83
持仓稳定性
8.88
动能／逆势
100
行业集中度
63.47
多样化
100
仓位均衡度
82.38

近期动向

  • 加仓 VOO

    +1.5%　US$124.7万

  • 减仓 AGG

    -11.1%　-US$113.6万

  • 加仓 GOOGL

    -2.0%　US$91.7万

  • 减仓 MSI

    -0.7%　-US$77.1万

  • 减仓 FISV

    -28.8%　-US$65.2万

  • 减仓 ETN

    +0.2%　-US$62.5万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VOOVanguard S&p 500 ETFETF-大型股与成长13.87%+0.51%+1.47%
2AVUVAvantis US Small Cap ValueETF-中小型股4.85%-0.25%-7.12%
3AGGIshares Core U.s. AggregateETF-其他3.70%-0.49%-11.12%
4JPMJpmorgan Chase & Co股票-金融3.48%+0.05%-0.59%
5AAPLApple INC股票-科技3.42%+0.18%-0.81%
6AVGOBroadcom INC股票-科技3.40%+0.05%-3.18%
7MSFTMicrosoft CORP股票-科技3.06%-0.25%-0.73%
8JAAAJanus Henderson Aaa Clo ETFETF-其他3.02%-0.05%-1.08%
9IEFAIshares Core Msci Eafe ETFETF-其他2.49%—-2.05%
10VTEBVanguard Tax-exempt Bond ETFETF-其他2.35%—-1.10%
11WMTWalmart INC股票-非周期性消费2.09%+0.15%-0.21%
12GOOGLAlphabet Inc-cl A股票-通信服务1.86%+0.38%-2.03%
13MSIMotorola Solutions INC股票-科技1.61%-0.33%-0.74%
14ETNEaton Corporation plc股票-工业1.52%-0.27%+0.18%
15IJHIshares Core S&p Midcap ETFETF-其他1.49%—+0.63%
16WTVWisdomtree U.s. Value FundETF-其他1.42%—+0.50%
17VYMVanguard High Dvd Yield ETFETF-其他1.37%—-2.77%
18HDHome Depot INC股票-周期性消费1.35%-0.25%-0.15%
19TTTrane Technologies plc股票-工业1.29%-0.14%-1.82%
20USMVIshares Msci USA Min Vol FacETF-其他1.23%—+0.27%
21ADIAnalog Devices INC股票-科技1.18%+0.14%+2.59%
22METAMeta Platforms Inc-class A股票-通信服务1.14%-0.13%-0.68%
23CBChubb Limited股票-金融1.13%+0.10%-0.79%
24VUGVanguard Growth ETFETF-其他1.13%—+0.15%
25CMECme Group INC股票-金融1.06%—+0.17%
26JNJJohnson & Johnson股票-医疗保健1.04%+0.11%+0.47%
27MPCMarathon Petroleum CORP股票-能源1.03%-0.19%+0.64%
28ABBVAbbvie INC股票-医疗保健1.03%—+0.73%
29JNJJohnson & Johnson股票-医疗保健0.98%+0.08%+0.23%
30VVisa Inc-class A Shares股票-金融0.97%—-2.39%
31TJXTjx Companies INC股票-周期性消费0.95%—-2.83%
32MGKVanguard Mega Cap Growth ETFETF-其他0.85%—-0.47%
33IVWIshares S&p 500 Growth ETFETF-大型股与成长0.83%—-4.81%
34AMDAdvanced Micro Devices股票-科技0.80%+0.18%-1.68%
35MDTMedtronic plc股票-医疗保健0.75%—+0.66%
36DRIDarden Restaurants INC股票-周期性消费0.73%—-1.17%
37AMZNAmazon.com INC股票-周期性消费0.72%—-1.55%
38GEVGE Vernova INC股票-工业0.72%—-2.51%
39VOVanguard Mid-cap ETFETF-其他0.70%—+3.90%
40ORealty Income CORP股票-房地产0.70%-0.06%-0.19%
41MGVVanguard Mega Cap Value ETFETF-其他0.70%—+0.69%
42CMICummins INC股票-工业0.66%+0.13%+3.61%
43CRMSalesforce INC股票-科技0.65%+0.07%+0.29%
44APDAir Products & Chemicals INC股票-原材料0.65%-0.12%-6.72%
45SPGIS&p Global INC股票-金融0.63%—-0.59%
46UNHUnitedhealth Group INC股票-医疗保健0.60%-0.07%-6.42%
47ALLAllstate CORP股票-金融0.60%—-0.60%
48FLMIFranklin Dynamic Municipal BETF-其他0.60%—+1.25%
49MLNVaneck Long Muni ETFETF-其他0.59%—+1.22%
50VZVerizon Communications INC股票-通信服务0.58%-0.06%-1.04%
1–50 of 118

本季持股变动

Bowman & Co S.C. 在 2025-12-31 最显著的持仓异动： 清仓: Public Service Enterprise Gp (PEG); 新建仓: Entergy CORP (ETR); 新建仓: Ss Health Care Select Sector (XLV); 新建仓: Ss Comm Select Sector Spdr (XLC); 新建仓: Ss Technology Select Sector (XLK).

Bowman & Co S.C. 于截至 2025-12-31 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
1VOOVanguard S&p 500 ETF+0.5%+1.47%加仓
2GOOGLAlphabet Inc-cl A+0.4%-2.03%减仓
3AAPLApple INC+0.2%-0.81%减仓
4AMDAdvanced Micro Devices+0.2%-1.68%减仓
5WMTWalmart INC+0.2%-0.21%减仓
6ADIAnalog Devices INC+0.1%+2.59%加仓
7CMICummins INC+0.1%+3.61%加仓
8JNJJohnson & Johnson+0.1%+0.47%加仓
9CBChubb Limited+0.1%-0.79%减仓
10IQVIqvia Holdings INC+0.1%-1.02%减仓
11JNJJohnson & Johnson+0.1%+0.23%加仓
12XLYSs Consumer Disc Select Sect+0.1%+260.62%加仓
13CRMSalesforce INC+0.1%+0.29%加仓
14JPMJpmorgan Chase & Co+0.1%-0.59%减仓
15AVGOBroadcom INC+0.1%-3.18%减仓
16FISFidelity National Info Serv0%-9.46%减仓
17IEFIshares 7-10 Year Treasury B-0.1%-18.14%减仓
18CMGChipotle Mexican Grill INC-0.1%-10.07%减仓
19JAAAJanus Henderson Aaa Clo ETF-0.1%-1.08%减仓
20ORealty Income CORP-0.1%-0.19%减仓
21VZVerizon Communications INC-0.1%-1.04%减仓
22ORCLOracle CORP-0.1%—不变
23UNHUnitedhealth Group INC-0.1%-6.42%减仓
24DXCMDexcom INC-0.1%-19.28%减仓
25CMCSAComcast Corp-class A-0.1%-12.38%减仓
26BBYBest Buy Co INC-0.1%-11.20%减仓
27APDAir Products & Chemicals INC-0.1%-6.72%减仓
28NICNicolet Bankshares INC-0.1%-8.42%减仓
29METAMeta Platforms Inc-class A-0.1%-0.68%减仓
30TTTrane Technologies plc-0.1%-1.82%减仓
31MPCMarathon Petroleum CORP-0.2%+0.64%加仓
32AVUVAvantis US Small Cap Value-0.3%-7.12%减仓
33HDHome Depot INC-0.3%-0.15%减仓
34MSFTMicrosoft CORP-0.3%-0.73%减仓
35ETNEaton Corporation plc-0.3%+0.18%加仓
36FISVFiserv INC-0.3%-28.85%减仓
37MSIMotorola Solutions INC-0.3%-0.74%减仓
38AGGIshares Core U.s. Aggregate-0.5%-11.12%减仓
39PEGPublic Service Enterprise Gp—EXIT清仓
40ETREntergy CORP—NEW新建仓
41XLVSs Health Care Select Sector—NEW新建仓
42XLCSs Comm Select Sector Spdr—NEW新建仓
43XLKSs Technology Select Sector—NEW新建仓
44MUMicron Technology INC—NEW新建仓
45SHYMIshares Short Duration High—NEW新建仓
46COSTCostco Wholesale CORP—EXIT清仓
47GOOGAlphabet Inc-cl C—NEW新建仓
48HYMBSs Spdr N Ice Hy Muni ETF—NEW新建仓
49SOXXIshares Semiconductor ETF—NEW新建仓
50HALHalliburton Co—NEW新建仓

FAQ

Bowman & Co S.C. 是什么机构？属于哪种投资人类型？
Bowman & Co S.C. 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（2025-12-31），该机构追踪的股票投资组合估值约为 US$2.4亿，分布在 118 个已申报仓位之中。
Bowman & Co S.C. 目前前几大持股有哪些？
根据最新 13F 申报，Bowman & Co S.C. 按市值排列的前几大持股为： 1. Vanguard S&p 500 ETF (VOO) — US$3292.9万 (13.9%) 2. Avantis US Small Cap Value (AVUV) — US$1151.4万 (4.8%) 3. Ishares Core U.s. Aggregate (AGG) — US$878.6万 (3.7%) 4. Jpmorgan Chase & Co (JPM) — US$826.7万 (3.5%) 5. Apple INC (AAPL) — US$812.6万 (3.4%)
Bowman & Co S.C. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Bowman & Co S.C. 共进行了 49 项显著调整：新建仓 10 个仓位、加仓 9 个既有持股、减仓 28 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Public Service Enterprise Gp (PEG); 新建仓: Entergy CORP (ETR); 新建仓: Ss Health Care Select Sector (XLV); 新建仓: Ss Comm Select Sector Spdr (XLC); 新建仓: Ss Technology Select Sector (XLK)
Bowman & Co S.C. 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，Bowman & Co S.C. 的主要板块分布如下： • Information Technology: 37.4% • Financials: 18.0% • Communication Services: 11.9% • Health Care: 11.4% • Consumer Discretionary: 6.8% • Consumer Staples: 6.1%

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