SN
Stifel Nicolaus & Co INC \mo\
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$60.4亿
申报季度: 2013-09-30 · 持股只数: 1475
STIFEL NICOLAUS & CO INC \MO\在最新一期 13F 报告中披露了 1475 项持股，申报期为 2013-09-30，总持股市值约为 US$60.4亿，季度换手率为 27.7%。
机构性格雪花图
- 集中度
- 2.33
- 持仓稳定性
- 27.74
- 动能／逆势
- 100
- 行业集中度
- 54.95
- 多样化
- 100
- 仓位均衡度
- 72.43
近期动向
加仓 SF
+4039.6% US$9915.7万
减仓 Error
-56.3% -US$5913.1万
加仓 IEFA
+113.2% US$4620.9万
减仓 LQD
-23.9% -US$2852.1万
减仓 VEU
-86.7% -US$2902.2万
加仓 VCIT
+12614.3% US$2640.3万
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 |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.90% | -0.21% | -0.82% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | +0.15% | +23.96% | |
| 3 | SF | Stifel Financial CORP | 股票-金融 | 1.68% | +1.64% | +4039.58% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.55% | +0.18% | +3.47% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.50% | -0.66% | -23.88% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.32% | +0.72% | +113.20% | |
| 7 | INTC | Intel CORP | 股票-科技 | 1.27% | — | +4.45% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.11% | +0.03% | +12.35% | |
| 9 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.05% | — | +2.04% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.03% | +0.27% | +43.84% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 0.94% | +0.01% | +8.40% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.90% | +0.18% | +31.89% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.87% | +0.18% | +29.56% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.83% | +0.06% | +15.08% | |
| 15 | T | At&t INC | 股票-通信服务 | 0.78% | — | +7.68% | |
| 16 | PM | Philip Morris International | 股票-非周期性消费 | 0.77% | +0.04% | +15.46% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | -0.42% | -30.48% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.72% | +0.14% | +28.49% | |
| 19 | PFE | Pfizer INC | 股票-医疗保健 | 0.70% | — | +3.02% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | — | +3.66% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 0.69% | — | +3.18% | |
| 22 | VIAB | Viacom Inc-class B | 股票-其他 | 0.65% | +0.06% | -2.47% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.63% | -0.29% | -30.75% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | -4.36% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | -1.21% | |
| 26 | KHC | The Kraft Heinz Company | 股票-非周期性消费 | 0.62% | — | +3.65% | |
| 27 | COP | Conocophillips | 股票-能源 | 0.60% | — | -3.61% | |
| 28 | ✓ | Tesoro CORP | 股票-其他 | 0.59% | -1.13% | -56.28% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | — | +4.73% | |
| 30 | ✓ | 股票-其他 | 0.55% | — | -5.99% | ||
| 31 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.55% | — | +5.66% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.54% | — | -0.66% | |
| 33 | VOD | Vodafone Group Public Limited Company | 股票-通信服务 | 0.54% | — | -1.58% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.54% | — | +3.62% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | — | +2.68% | |
| 36 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.52% | -0.28% | -40.32% | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.50% | +0.14% | +53.39% | |
| 38 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.50% | — | +1.52% | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.50% | +0.09% | +20.64% | |
| 40 | ✓ | Alphabet A | 股票-其他 | 0.50% | — | -4.18% | |
| 41 | ✓ | Dow Chem Co | 股票-其他 | 0.49% | +0.06% | +6.40% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.49% | +0.26% | +115.95% | |
| 43 | ATI | Ati INC | 股票-工业 | 0.47% | +0.06% | +9.23% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | — | +3.08% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | — | -1.70% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.47% | -0.33% | -37.47% | |
| 47 | WM | Waste Management INC | 股票-工业 | 0.46% | — | +11.18% | |
| 48 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.45% | — | +6.85% | |
| 49 | CTLEUR | Centurylink INC | 股票-其他 | 0.44% | — | -6.21% | |
| 50 | MBB | Ishares Mbs ETF | ETF-其他 | 0.44% | — | -0.02% |
1–50 of 1,475
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
本季持股变动
Stifel Nicolaus & Co INC \mo\ 在 2013-09-30 最显著的持仓异动： 新建仓: Nabors Industries Ltd. (NBR); 新建仓: Ishares Core Msci Emerging (IEMG); 新建仓: Vanguard Mid-cap Growth ETF (VOT); 新建仓: Vanguard Mid-cap Value ETF (VOE); 清仓: Wisdomtree Europe Hedged Equ (HEDJ).
FAQ
Stifel Nicolaus & Co INC \mo\ 是什么机构？属于哪种投资人类型？
Stifel Nicolaus & Co INC \mo\ 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（2013-09-30），该机构追踪的股票投资组合估值约为 US$60.4亿，分布在 1475 个已申报仓位之中。
Stifel Nicolaus & Co INC \mo\ 目前前几大持股有哪些？
根据最新 13F 申报，Stifel Nicolaus & Co INC \mo\ 按市值排列的前几大持股为：
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2.4亿 (3.9%)
2. Microsoft CORP (MSFT) — US$1.1亿 (1.8%)
3. Stifel Financial CORP (SF) — US$1.0亿 (1.7%)
4. Apple INC (AAPL) — US$9389.1万 (1.6%)
5. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — US$9048.1万 (1.5%)
Stifel Nicolaus & Co INC \mo\ 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Stifel Nicolaus & Co INC \mo\ 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 26 个既有持股、减仓 16 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Nabors Industries Ltd. (NBR); 新建仓: Ishares Core Msci Emerging (IEMG); 新建仓: Vanguard Mid-cap Growth ETF (VOT); 新建仓: Vanguard Mid-cap Value ETF (VOE); 清仓: Wisdomtree Europe Hedged Equ (HEDJ)
Stifel Nicolaus & Co INC \mo\ 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，Stifel Nicolaus & Co INC \mo\ 的主要板块分布如下：
• Information Technology: 31.5%
• Health Care: 18.6%
• Consumer Staples: 15.5%
• Energy: 10.5%
• Financials: 7.7%
• Communication Services: 7.6%