MS

Mufg Securities Americas INC.

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$15.5億

申報季度: 2026-03-31 · 持股檔數: 504

MUFG SECURITIES AMERICAS INC.在最新一期 13F 報告中揭露了 504 項持股，申報期為 2026-03-31，總持股市值約為 US$15.5億，季度換手率為 14.9%。

機構性格雪花圖

集中度
7.78
持倉穩定性
14.92
動能／逆勢
100
產業集中度
50.74
多樣化
100
倉位均衡度
70.31

近期動向

  • 減碼 MSFT

    +2.6%　-US$2079.2萬

  • 加碼 XOM

    +1.8%　US$594.2萬

  • 減碼 TSLA

    +2.8%　-US$512.0萬

  • 加碼 CVX

    +1.7%　US$295.8萬

  • 加碼 JNJ

    +2.7%　US$286.4萬

  • 減碼 META

    +3.1%　-US$411.1萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1NVDANvidia CORP股票-科技7.55%-0.05%+2.69%
2AAPLApple INC股票-科技6.64%-0.10%+2.03%
3MSFTMicrosoft CORP股票-科技4.90%-1.13%+2.60%
4AMZNAmazon.com INC股票-循環性消費3.63%-0.14%+3.12%
5GOOGLAlphabet Inc-cl A股票-通訊服務2.98%-0.07%+2.76%
6AVGOBroadcom INC股票-科技2.62%-0.12%+3.10%
7GOOGAlphabet Inc-cl C股票-通訊服務2.39%-0.06%+3.28%
8METAMeta Platforms Inc-class A股票-通訊服務2.23%-0.18%+3.13%
9TSLATesla INC股票-循環性消費1.86%-0.26%+2.78%
10BRK-BBerkshire Hathaway Inc-cl B股票-其他1.57%—+2.69%
11JPMJpmorgan Chase & Co股票-金融1.54%-0.06%+1.80%
12LLYEli Lilly & Co股票-醫療保健1.30%-0.13%+2.47%
13XOMExxon Mobil CORP股票-能源1.26%+0.41%+1.76%
14JNJJohnson & Johnson股票-醫療保健1.05%+0.21%+2.71%
15WMTWalmart INC股票-非循環性消費0.97%+0.15%+2.65%
16VVisa Inc-class A Shares股票-金融0.91%-0.08%+2.29%
17COSTCostco Wholesale CORP股票-非循環性消費0.79%+0.15%+2.86%
18MAMastercard INC - A股票-金融0.73%-0.05%+1.99%
19NFLXNetflix INC股票-通訊服務0.72%—+2.32%
20CVXChevron CORP股票-能源0.69%+0.21%+1.70%
21ABBVAbbvie INC股票-醫療保健0.68%—+2.69%
22MUMicron Technology INC股票-科技0.68%+0.14%+2.97%
23BACBank Of America CORP股票-金融0.63%—+1.52%
24PGProcter & Gamble Co/the股票-非循環性消費0.60%—+2.13%
25PLTRPalantir Technologies Inc-a股票-科技0.60%-0.08%+2.69%
26AMDAdvanced Micro Devices股票-科技0.59%—+2.84%
27CATCaterpillar INC股票-工業0.59%+0.14%+2.09%
28HDHome Depot INC股票-循環性消費0.58%—+2.70%
29CSCOCisco Systems INC股票-科技0.55%—+2.96%
30MRKMerck & Co. INC.股票-醫療保健0.53%+0.09%+2.69%
31GEGeneral Electric股票-工業0.53%—+2.10%
32KOCoca-cola Co/the股票-非循環性消費0.52%—+2.69%
33GSGoldman Sachs Group INC股票-金融0.49%—+2.79%
34AMATApplied Materials INC股票-科技0.48%+0.14%+2.31%
35WFCWells Fargo & Co股票-金融0.48%-0.05%+1.26%
36LRCXLam Research CORP股票-科技0.48%+0.12%+2.10%
37RTXRtx CORP股票-工業0.46%—+2.80%
38PMPhilip Morris International股票-非循環性消費0.46%—+2.69%
39ORCLOracle CORP股票-科技0.44%-0.11%+3.53%
40UNHUnitedhealth Group INC股票-醫療保健0.44%-0.06%+2.69%
41GEVGE Vernova INC股票-工業0.42%+0.12%+2.01%
42LINLinde plc股票-原物料0.41%—+2.69%
43IBMIntl Business Machines CORP股票-科技0.40%-0.06%+2.69%
44MCDMcdonald's CORP股票-循環性消費0.39%—+2.69%
45CCitigroup INC股票-金融0.38%—+0.38%
46PEPPepsico INC股票-非循環性消費0.38%—+2.64%
47VZVerizon Communications INC股票-通訊服務0.38%+0.09%+2.70%
48INTCIntel CORP股票-科技0.37%+0.09%+7.53%
49TAt&t INC股票-通訊服務0.36%—+1.40%
50NEENextera Energy INC股票-公用事業0.34%—+2.69%
1–50 of 504

本季持股變動

Mufg Securities Americas INC. 在 2026-03-31 最顯著的持倉異動： 清倉: Ishr Ibx Usd Invgd Cb Etf-ui (LQD); 清倉: Ss Spdr S&p 500 ETF Trust-us (SPY); 清倉: Southern Co (SO 4.5 06-15-27); 清倉: Evergy INC (EVRG 4.5 12-15-27); 新建倉: Vertiv Holdings Co-a (VRT).

Mufg Securities Americas INC. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1XOMExxon Mobil CORP+0.4%+1.76%加碼
2CVXChevron CORP+0.2%+1.70%加碼
3JNJJohnson & Johnson+0.2%+2.71%加碼
4COSTCostco Wholesale CORP+0.2%+2.86%加碼
5WMTWalmart INC+0.2%+2.65%加碼
6AMATApplied Materials INC+0.1%+2.31%加碼
7CATCaterpillar INC+0.1%+2.09%加碼
8MUMicron Technology INC+0.1%+2.97%加碼
9GEVGE Vernova INC+0.1%+2.01%加碼
10LRCXLam Research CORP+0.1%+2.10%加碼
11SNDKSandisk CORP+0.1%+8.88%加碼
12COPConocophillips+0.1%+1.83%加碼
13INTCIntel CORP+0.1%+7.53%加碼
14VZVerizon Communications INC+0.1%+2.70%加碼
15MRKMerck & Co. INC.+0.1%+2.69%加碼
16NVDANvidia CORP-0.1%+2.69%加碼
17MAMastercard INC - A-0.1%+1.99%加碼
18WFCWells Fargo & Co-0.1%+1.26%加碼
19GOOGAlphabet Inc-cl C-0.1%+3.28%加碼
20JPMJpmorgan Chase & Co-0.1%+1.80%加碼
21UNHUnitedhealth Group INC-0.1%+2.69%加碼
22IBMIntl Business Machines CORP-0.1%+2.69%加碼
23GOOGLAlphabet Inc-cl A-0.1%+2.76%加碼
24BSXBoston Scientific CORP-0.1%+2.75%加碼
25ADBEAdobe INC-0.1%+0.73%加碼
26QCOMQualcomm INC-0.1%+1.50%加碼
27VVisa Inc-class A Shares-0.1%+2.29%加碼
28PLTRPalantir Technologies Inc-a-0.1%+2.69%加碼
29NOWServicenow INC-0.1%+3.56%加碼
30AAPLApple INC-0.1%+2.03%加碼
31INTUIntuit INC-0.1%+2.52%加碼
32CRMSalesforce INC-0.1%+1.09%加碼
33ORCLOracle CORP-0.1%+3.53%加碼
34AVGOBroadcom INC-0.1%+3.10%加碼
35APPApplovin Corp-class A-0.1%+2.84%加碼
36LLYEli Lilly & Co-0.1%+2.47%加碼
37AMZNAmazon.com INC-0.1%+3.12%加碼
38METAMeta Platforms Inc-class A-0.2%+3.13%加碼
39TSLATesla INC-0.3%+2.78%加碼
40MSFTMicrosoft CORP-1.1%+2.60%加碼
41LQDIshr Ibx Usd Invgd Cb Etf-ui—EXIT清倉
42SPYSs Spdr S&p 500 ETF Trust-us—EXIT清倉
43SO 4.5 06-15-27Southern Co—EXIT清倉
44EVRG 4.5 12-15-27Evergy INC—EXIT清倉
45VRTVertiv Holdings Co-a—NEW新建倉
46WEC 4.375 06-01-29Wec Energy Group INC—EXIT清倉
47PPL 2.875 03-15-28Ppl Capital Funding INC—NEW新建倉
48CIENCiena CORP—NEW新建倉
49LITELumentum Holdings INC—NEW新建倉
50COHRCoherent CORP—NEW新建倉

FAQ

Mufg Securities Americas INC. 是什麼機構？屬於哪種投資人類型？
Mufg Securities Americas INC. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$15.5億，分佈在 504 個已申報部位之中。
Mufg Securities Americas INC. 目前前幾大持股有哪些？
根據最新 13F 申報，Mufg Securities Americas INC. 按市值排列的前幾大持股為： 1. Nvidia CORP (NVDA) — US$1.2億 (7.5%) 2. Apple INC (AAPL) — US$1.0億 (6.6%) 3. Microsoft CORP (MSFT) — US$7604.3萬 (4.9%) 4. Amazon.com INC (AMZN) — US$5628.5萬 (3.6%) 5. Alphabet Inc-cl A (GOOGL) — US$4631.6萬 (3.0%)
Mufg Securities Americas INC. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Mufg Securities Americas INC. 共進行了 50 項顯著調整：新建倉 5 個部位、加碼 40 個既有持股、減碼 0 個部位，並完全清倉 5 個持股。 其中幅度最大的異動：清倉: Ishr Ibx Usd Invgd Cb Etf-ui (LQD); 清倉: Ss Spdr S&p 500 ETF Trust-us (SPY); 清倉: Southern Co (SO 4.5 06-15-27); 清倉: Evergy INC (EVRG 4.5 12-15-27); 新建倉: Vertiv Holdings Co-a (VRT)
Mufg Securities Americas INC. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Mufg Securities Americas INC. 的主要板塊分佈如下： • Information Technology: 33.3% • Financials: 12.4% • Communication Services: 10.3% • Consumer Discretionary: 10.1% • Health Care: 9.6% • Industrials: 8.6%