SR

Shapiro Robert N

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$5.0亿

申报季度: 2014-12-31 · 持股只数: 4186

Shapiro Robert N在最新一期 13F 报告中披露了 4186 项持股，申报期为 2014-12-31，总持股市值约为 US$5.0亿，季度换手率为 18.9%。

机构性格雪花图

集中度
3.63
持仓稳定性
18.89
动能／逆势
78.81
行业集中度
47.81
多样化
100
仓位均衡度
73.41

近期动向

  • 加仓 VOO

    +92.0%　US$448.7万

  • 减仓 VEA

    -41.9%　-US$407.0万

  • 加仓 VEU

    +228.2%　US$209.7万

  • 减仓 VYM

    -20.2%　-US$251.4万

  • 减仓 SLB

    -11.6%　-US$207.3万

  • 减仓 SUSA

    -46.6%　-US$182.2万

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 889 大持股（共 4186 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
1XOMExxon Mobil CORP股票-能源3.34%—+0.01%
2EFAIshares Msci Eafe ETFETF-其他2.50%-0.12%-4.43%
3VYMVanguard High Dvd Yield ETFETF-其他2.38%-0.36%-20.21%
4AEPAmerican Electric Power Company, Inc.股票-公用事业2.17%—-3.62%
5MSFTMicrosoft CORP股票-科技1.92%—-4.07%
6PGProcter & Gamble Co/the股票-非周期性消费1.80%—-4.69%
7VOOVanguard S&p 500 ETFETF-大型股与成长1.79%+0.94%+92.00%
8IBMIntl Business Machines CORP股票-科技1.71%-0.28%-3.16%
9JNJJohnson & Johnson股票-医疗保健1.67%-0.02%-4.45%
10JPMJpmorgan Chase & Co股票-金融1.48%-0.03%-10.55%
11AAPLApple INC股票-科技1.46%—-11.24%
12IRWDIronwood Pharmaceuticals INC股票-其他1.42%+0.22%-4.18%
13PFEPfizer INC股票-医疗保健1.40%—-5.15%
14BRK-BBerkshire Hathaway Inc-cl B股票-其他1.35%+0.15%-1.32%
15MMM3m Co股票-工业1.34%—-11.83%
16BMYBristol-myers Squibb Co股票-医疗保健1.28%+0.14%-7.43%
17VBVanguard Small-cap ETFETF-其他1.25%+0.14%+1.79%
18CNICanadian Natl Railway Co股票-工业1.22%—-1.09%
19SLBSlb LTD股票-能源1.19%-0.34%-11.60%
20GISGeneral Mills INC股票-非周期性消费1.13%—-0.38%
21CVXChevron CORP股票-能源1.10%-0.03%-1.45%
22NEENextera Energy INC股票-公用事业1.02%+0.14%-2.39%
23VEAVanguard Ftse Developed ETFETF-其他1.01%-0.72%-41.92%
24PEPPepsico INC股票-非周期性消费0.98%—-2.44%
25ADPAutomatic Data Processing股票-科技0.94%—-1.57%
26IWRIshares Russell Mid-cap ETFETF-其他0.94%—-3.08%
27RTN1USDRaytheon Company股票-其他0.94%—-3.57%
28AXPAmerican Express Co股票-金融0.91%-0.04%-13.90%
29DISWalt Disney Co/the股票-通信服务0.86%-0.04%-14.79%
30BRK-ABerkshire Hathaway Inc-cl A股票-其他0.77%—-5.56%
31APDAir Products & Chemicals INC股票-原材料0.74%—-1.52%
32CSCOCisco Systems INC股票-科技0.74%—-5.43%
33MRKMerck & Co. INC.股票-医疗保健0.73%—-5.03%
34INTCIntel CORP股票-科技0.68%—-5.51%
35CBChubb Limited股票-金融0.65%—-4.70%
36ACNAccenture plc股票-科技0.65%—-9.54%
37IVVIshares Core S&p 500 ETFETF-大型股与成长0.64%-0.05%-15.48%
38WFCWells Fargo & Co股票-金融0.64%—-12.10%
39UNHUnitedhealth Group INC股票-医疗保健0.63%—-9.14%
40VEUVanguard Ftse All-world Ex-uETF-其他0.62%+0.43%+228.20%
41POT1EURPotash CORP Of Saskatchewan股票-其他0.61%—-9.66%
42ABBVAbbvie INC股票-医疗保健0.60%—-4.54%
43UTXZUnited Tech CORP股票-其他0.59%—-12.87%
44OMCOmnicom Group股票-通信服务0.58%+0.26%+54.67%
45BNYBank Of New York Mellon CORP股票-金融0.57%—-12.26%
46ROPRoper Technologies INC股票-科技0.55%—-10.04%
47VZVerizon Communications INC股票-通信服务0.51%—-6.79%
48VIGVanguard Dividend Apprec ETFETF-其他0.51%—-7.31%
49✓ 股票-其他0.51%—-6.37%
50WBAWalgreens Boots Alliance INC股票-其他0.50%+0.50%NEW
1–50 of 889

本季持股变动

Shapiro Robert N 在 2014-12-31 最显著的持仓异动： 清仓: ; 新建仓: Walgreens Boots Alliance INC (WBA); 新建仓: Alibaba Group Holding-sp Adr (BABA); 清仓: Johnson Controls Internation; 新建仓: Tyco International LTD.

Shapiro Robert N 于截至 2014-12-31 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+0.9%+92.00%加仓
2VEUVanguard Ftse All-world Ex-u+0.4%+228.20%加仓
3OMCOmnicom Group+0.3%+54.67%加仓
4EQTEqt CORP+0.2%+5189.33%加仓
5IRWDIronwood Pharmaceuticals INC+0.2%-4.18%减仓
6BRK-BBerkshire Hathaway Inc-cl B+0.2%-1.32%减仓
7NEENextera Energy INC+0.1%-2.39%减仓
8VBVanguard Small-cap ETF+0.1%+1.79%加仓
9BMYBristol-myers Squibb Co+0.1%-7.43%减仓
10KMIKinder Morgan INC+0.1%+693.23%加仓
11OGCPEmpire State Realty Op-s60+0.1%+100.01%加仓
12AEPAmerican Electric Power Company, Inc.—-3.62%减仓
13JNJJohnson & Johnson0%-4.45%减仓
14JPMJpmorgan Chase & Co0%-10.55%减仓
15CVXChevron CORP0%-1.45%减仓
16DISWalt Disney Co/the0%-14.79%减仓
17AXPAmerican Express Co0%-13.90%减仓
18IVVIshares Core S&p 500 ETF-0.1%-15.48%减仓
19✓ -0.1%-19.88%减仓
20ELEstee Lauder Companies-cl A-0.1%-22.91%减仓
21SNDKSandisk Corporation-0.1%-16.50%减仓
22DVNDevon Energy CORP-0.1%-9.10%减仓
23DOVDover CORP-0.1%-15.18%减仓
24FTITechnipFMC plc-0.1%-19.87%减仓
25BABoeing Co/the-0.1%-24.76%减仓
26EOGEog Resources INC-0.1%-20.21%减仓
27EFAIshares Msci Eafe ETF-0.1%-4.43%减仓
289990302DApache CORP-0.2%-83.51%减仓
29GNRCGenerac Holdings INC-0.2%-99.66%减仓
30PXDEURPioneer Natural Resources Co-0.2%-99.66%减仓
31DSIIshares Esg Msci Kld 400 ETF-0.2%-47.30%减仓
32RRCRange Resources CORP-0.3%-81.92%减仓
33IBMIntl Business Machines CORP-0.3%-3.16%减仓
34SPYSs Spdr S&p 500 ETF Trust-us-0.3%-94.19%减仓
35SUSAIshares Esg Optimized Msci U-0.3%-46.63%减仓
36SLBSlb LTD-0.3%-11.60%减仓
37VYMVanguard High Dvd Yield ETF-0.4%-20.21%减仓
38VEAVanguard Ftse Developed ETF-0.7%-41.92%减仓
39✓ —EXIT清仓
40WBAWalgreens Boots Alliance INC—NEW新建仓
41BABAAlibaba Group Holding-sp Adr—NEW新建仓
42✓ Johnson Controls Internation—EXIT清仓
43✓ Tyco International LTD—NEW新建仓
44ARAntero Resources CORP—EXIT清仓
45CMCSAComcast Corporation—NEW新建仓
46CDKCdk Global INC—NEW新建仓
47CDWCdw Corp/de—NEW新建仓
48VSSVanguard Ftse All Wo X-us Sc—NEW新建仓
49KMIKinder Morgan, Inc.—EXIT清仓
50✓ —EXIT清仓

FAQ

Shapiro Robert N 是什么机构？属于哪种投资人类型？
Shapiro Robert N 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（2014-12-31），该机构追踪的股票投资组合估值约为 US$5.0亿，分布在 4186 个已申报仓位之中。
Shapiro Robert N 目前前几大持股有哪些？
根据最新 13F 申报，Shapiro Robert N 按市值排列的前几大持股为： 1. Exxon Mobil CORP (XOM) — US$1674.2万 (3.3%) 2. Ishares Msci Eafe ETF (EFA) — US$1252.0万 (2.5%) 3. Vanguard High Dvd Yield ETF (VYM) — US$1193.6万 (2.4%) 4. American Electric Power Company, Inc. (AEP) — US$1087.1万 (2.2%) 5. Microsoft CORP (MSFT) — US$963.6万 (1.9%)
Shapiro Robert N 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Shapiro Robert N 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 7 个既有持股、减仓 31 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: ; 新建仓: Walgreens Boots Alliance INC (WBA); 新建仓: Alibaba Group Holding-sp Adr (BABA); 清仓: Johnson Controls Internation; 新建仓: Tyco International LTD
Shapiro Robert N 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，Shapiro Robert N 的主要板块分布如下： • Health Care: 22.4% • Information Technology: 21.4% • Financials: 16.4% • Energy: 12.4% • Consumer Staples: 11.2% • Communication Services: 6.5%