MI
Moseley Investment Management 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$3.1亿
申报季度: 2026-03-31 · 持股只数: 163
MOSELEY INVESTMENT MANAGEMENT INC在最新一期 13F 报告中披露了 163 项持股，申报期为 2026-03-31，总持股市值约为 US$3.1亿，季度换手率为 13.9%。
机构性格雪花图
- 集中度
- 9.52
- 持仓稳定性
- 13.93
- 动能／逆势
- 100
- 行业集中度
- 62.77
- 多样化
- 100
- 仓位均衡度
- 83.05
近期动向
加仓 FDL
+267.2% US$394.2万
减仓 MSFT
+2.3% -US$233.4万
减仓 AAPL
-2.7% -US$177.9万
减仓 TSLA
+1.4% -US$147.0万
加仓 ETN
-0.1% US$92.7万
减仓 AVGO
-2.3% -US$143.7万
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 162 大持股（共 163 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 |
|---|---|---|---|---|---|---|---|
| 1 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 6.15% | +0.33% | +2.35% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.59% | -0.38% | -2.74% | |
| 3 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 5.11% | +0.24% | +2.26% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.96% | -0.26% | -0.91% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.34% | -0.05% | +0.31% | |
| 6 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 3.30% | +0.22% | +4.03% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.23% | -0.11% | +0.40% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 3.17% | -0.35% | -2.30% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.15% | -0.26% | -0.62% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.97% | -0.06% | — | |
| 11 | ETN | Eaton Corporation plc | 股票-工业 | 2.73% | +0.37% | -0.13% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | -0.64% | +2.33% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.61% | — | +1.45% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 2.42% | -0.38% | +1.37% | |
| 15 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 2.37% | +0.20% | +7.06% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.11% | -0.24% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.65% | +1.27% | +267.17% | |
| 18 | NEE | Nextera Energy INC | 股票-公用事业 | 1.35% | +0.22% | -0.36% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 1.22% | — | -1.26% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 1.19% | +0.28% | +0.67% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | — | +4.30% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 1.11% | — | +8.69% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.10% | — | +11.17% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.07% | -0.19% | +0.08% | |
| 25 | CGGO | Cap Group Global Growth | ETF-其他 | 1.05% | — | +5.83% | |
| 26 | VLO | Valero Energy CORP | 股票-能源 | 1.04% | +0.22% | -18.75% | |
| 27 | IBMS | Isharesibonddec2030munibdetf | ETF-其他 | 0.94% | — | -4.61% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | -0.16% | -3.88% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.90% | — | +7.72% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.85% | +0.13% | -0.52% | |
| 31 | GEV | GE Vernova INC | 股票-工业 | 0.83% | +0.23% | +1.39% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | -0.08% | +1.93% | |
| 33 | NFLX | Netflix INC | 股票-通信服务 | 0.82% | — | +1.69% | |
| 34 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.79% | +0.13% | +16.90% | |
| 35 | AMGN | Amgen INC | 股票-医疗保健 | 0.78% | — | +0.48% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.13% | -11.72% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.69% | — | -0.62% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.06% | +2.55% | |
| 39 | HON | Honeywell International INC | 股票-工业 | 0.66% | +0.10% | -0.64% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.64% | -0.22% | -3.77% | |
| 41 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.60% | +0.11% | +12.63% | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.59% | -0.11% | -0.40% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.58% | — | -0.96% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.54% | -0.07% | -6.64% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | — | -2.39% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | +0.09% | +0.42% | |
| 47 | BN | Brookfield CORP | 股票-金融 | 0.50% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | — | +1.59% | |
| 49 | EPD | Enterprise Products Partners | 股票-能源 | 0.47% | — | -0.10% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.45% | +0.11% | +30.13% |
1–50 of 162
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 163 | US$3.1亿 | 14 | |
| 2025-12-31 | 165 | US$3.2亿 | 18 | |
| 2025-09-30 | 176 | US$3.3亿 | 30 | |
| 2025-06-30 | 163 | US$2.9亿 | 0 | |
| 2025-03-31 | 151 | US$2.6亿 | 100 | |
| 2024-12-31 | 149 | US$2.6亿 | 0 | |
| 2024-09-30 | 153 | US$2.5亿 | 0 | |
| 2024-06-30 | 144 | US$2.2亿 | 0 | |
| 2024-03-31 | 148 | US$2.0亿 | 0 | |
| 2023-12-31 | 148 | US$1.8亿 | 0 | |
| 2023-09-30 | 142 | US$1.7亿 | 0 | |
| 2023-06-30 | 145 | US$1.7亿 | 0 | |
| 2023-03-31 | 141 | US$1.5亿 | 0 | |
| 2022-12-31 | 143 | US$1.4亿 | 0 | |
| 2022-09-30 | 141 | US$1.4亿 | 0 | |
| 2022-06-30 | 148 | US$1.4亿 | 0 | |
| 2022-03-31 | 167 | US$1.9亿 | 0 | |
| 2021-12-31 | 180 | US$2.2亿 | 0 | |
| 2021-09-30 | 172 | US$2.0亿 | 0 | |
| 2021-06-30 | 179 | US$2.0亿 | 94 | |
| 2021-03-31 | 167 | US$1.8亿 | 18 | |
| 2020-12-31 | 151 | US$1.7亿 | 31 | |
| 2020-09-30 | 135 | US$1.4亿 | 24 | |
| 2020-06-30 | 128 | US$1.2亿 | 45 | |
| 2020-03-31 | 114 | US$8511.9万 | 30 | |
| 2019-12-31 | 123 | US$1.0亿 | 32 | |
| 2019-09-30 | 111 | US$9533.1万 | 25 | |
| 2019-06-30 | 129 | US$1.1亿 | 18 | |
| 2019-03-31 | 124 | US$9615.8万 | 0 |
本季持股变动
Moseley Investment Management INC 在 2026-03-31 最显著的持仓异动： 新建仓: Amphenol Corp-cl A (APH); 清仓: Domino's Pizza INC (DPZ); 新建仓: Vertiv Holdings Co-a (VRT); 清仓: Mccormick & Co-non Vtg Shrs (MKC); 清仓: Cgi INC (GIB).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FDL | First Trust Morn Dvd Lead In | +1.3% | +267.17% | 加仓 |
| 2 | ETN | Eaton Corporation plc | +0.4% | -0.13% | 减仓 |
| 3 | IBTG | Ishares Ibonds Dec 2026 Term | +0.3% | +2.35% | 加仓 |
| 4 | LMT | Lockheed Martin CORP | +0.3% | +0.67% | 加仓 |
| 5 | IBTI | Ishares Ibonds Dec 2028 Term | +0.2% | +2.26% | 加仓 |
| 6 | GEV | GE Vernova INC | +0.2% | +1.39% | 加仓 |
| 7 | VLO | Valero Energy CORP | +0.2% | -18.75% | 减仓 |
| 8 | NEE | Nextera Energy INC | +0.2% | -0.36% | 减仓 |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +4.03% | 加仓 |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.2% | +7.06% | 加仓 |
| 11 | IBMO | Ishares Ibonds Dec 2026 Term | +0.1% | +16.90% | 加仓 |
| 12 | CVX | Chevron CORP | +0.1% | -11.72% | 减仓 |
| 13 | COST | Costco Wholesale CORP | +0.1% | -0.52% | 减仓 |
| 14 | VT | Vanguard Tot World Stk ETF | +0.1% | +30.13% | 加仓 |
| 15 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +12.63% | 加仓 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -1.04% | 减仓 |
| 17 | HON | Honeywell International INC | +0.1% | -0.64% | 减仓 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +0.42% | 加仓 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.31% | 加仓 |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不变 |
| 21 | V | Visa Inc-class A Shares | -0.1% | +2.55% | 加仓 |
| 22 | MELI | Mercadolibre INC | -0.1% | -2.84% | 减仓 |
| 23 | VGT | Vanguard Info Tech ETF | -0.1% | -6.64% | 减仓 |
| 24 | META | Meta Platforms Inc-class A | -0.1% | +1.93% | 加仓 |
| 25 | DIS | Walt Disney Co/the | -0.1% | -13.95% | 减仓 |
| 26 | NVDA | Nvidia CORP | -0.1% | +0.40% | 加仓 |
| 27 | JPM | Jpmorgan Chase & Co | -0.1% | -0.24% | 减仓 |
| 28 | AXON | Axon Enterprise INC | -0.1% | +3.61% | 加仓 |
| 29 | SOFI | Sofi Technologies INC | -0.1% | +0.29% | 加仓 |
| 30 | CRWD | Crowdstrike Holdings INC - A | -0.1% | -0.40% | 减仓 |
| 31 | CRM | Salesforce INC | -0.1% | -55.43% | 减仓 |
| 32 | LLY | Eli Lilly & Co | -0.2% | -3.88% | 减仓 |
| 33 | BX | Blackstone INC | -0.2% | -5.63% | 减仓 |
| 34 | VZ | Verizon Communications INC | -0.2% | -53.05% | 减仓 |
| 35 | PLTR | Palantir Technologies Inc-a | -0.2% | +0.08% | 加仓 |
| 36 | QCOM | Qualcomm INC | -0.2% | -3.77% | 减仓 |
| 37 | WM | Waste Management INC | -0.2% | -72.06% | 减仓 |
| 38 | PEP | Pepsico INC | -0.2% | -42.78% | 减仓 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.91% | 减仓 |
| 40 | AMZN | Amazon.com INC | -0.3% | -0.62% | 减仓 |
| 41 | AVGO | Broadcom INC | -0.4% | -2.30% | 减仓 |
| 42 | AAPL | Apple INC | -0.4% | -2.74% | 减仓 |
| 43 | TSLA | Tesla INC | -0.4% | +1.37% | 加仓 |
| 44 | MSFT | Microsoft CORP | -0.6% | +2.33% | 加仓 |
| 45 | APH | Amphenol Corp-cl A | — | NEW | 新建仓 |
| 46 | DPZ | Domino's Pizza INC | — | EXIT | 清仓 |
| 47 | VRT | Vertiv Holdings Co-a | — | NEW | 新建仓 |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | 清仓 |
| 49 | GIB | Cgi INC | — | EXIT | 清仓 |
| 50 | GLW | Corning INC | — | NEW | 新建仓 |
FAQ
Moseley Investment Management INC 是什么机构？属于哪种投资人类型？
Moseley Investment Management 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$3.1亿，分布在 163 个已申报仓位之中。
Moseley Investment Management INC 目前前几大持股有哪些？
根据最新 13F 申报，Moseley Investment Management INC 按市值排列的前几大持股为：
1. Ishares Ibonds Dec 2026 Term (IBTG) — US$1929.8万 (6.2%)
2. Apple INC (AAPL) — US$1754.2万 (5.6%)
3. Ishares Ibonds Dec 2028 Term (IBTI) — US$1604.6万 (5.1%)
4. Alphabet Inc-cl A (GOOGL) — US$1242.2万 (4.0%)
5. Berkshire Hathaway Inc-cl B (BRK-B) — US$1048.9万 (3.3%)
Moseley Investment Management INC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Moseley Investment Management INC 共进行了 49 项显著调整：新建仓 3 个仓位、加仓 20 个既有持股、减仓 23 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Amphenol Corp-cl A (APH); 清仓: Domino's Pizza INC (DPZ); 新建仓: Vertiv Holdings Co-a (VRT); 清仓: Mccormick & Co-non Vtg Shrs (MKC); 清仓: Cgi INC (GIB)
Moseley Investment Management 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，Moseley Investment Management INC 的主要板块分布如下：
• Information Technology: 36.9%
• Consumer Discretionary: 15.6%
• Financials: 14.2%
• Communication Services: 13.6%
• Health Care: 6.9%
• Industrials: 5.9%