EM

Excalibur Management CORP

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$2.8亿

申报季度: 2026-03-31 · 持股只数: 160

EXCALIBUR MANAGEMENT CORP在最新一期 13F 报告中披露了 160 项持股，申报期为 2026-03-31，总持股市值约为 US$2.8亿，季度换手率为 12.3%。

机构性格雪花图

集中度
8.72
持仓稳定性
12.28
动能／逆势
100
行业集中度
41.25
多样化
100
仓位均衡度
84.17

近期动向

  • 减仓 MSFT

    +0.4%　-US$285.1万

  • 减仓 AAPL

    -2.0%　-US$139.0万

  • 加仓 JNJ

    -1.4%　US$129.6万

  • 加仓 XOM

    -2.2%　US$125.7万

  • 减仓 JPM

    -0.5%　-US$100.4万

  • 加仓 CVX

    -1.8%　US$96.9万

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
1CSLCarlisle Cos INC股票-工业8.54%+0.24%-0.94%
2AAPLApple INC股票-科技5.34%-0.52%-2.03%
3BRK-BBerkshire Hathaway Inc-cl B股票-其他4.01%-0.23%-0.29%
4JPMJpmorgan Chase & Co股票-金融3.59%-0.37%-0.47%
5MSFTMicrosoft CORP股票-科技3.40%-1.05%+0.44%
6JNJJohnson & Johnson股票-医疗保健3.29%+0.46%-1.37%
7MRKMerck & Co. INC.股票-医疗保健2.23%+0.22%-2.52%
8GOOGLAlphabet Inc-cl A股票-通信服务1.96%-0.19%-0.35%
9RSPInvesco S&p 500 Equal WeightETF-大型股与成长1.90%+0.19%+11.83%
10VZVerizon Communications INC股票-通信服务1.88%+0.33%-1.30%
11XOMExxon Mobil CORP股票-能源1.64%+0.44%-2.24%
12METAMeta Platforms Inc-class A股票-通信服务1.64%-0.25%+0.39%
13TAt&t INC股票-通信服务1.60%+0.22%-0.09%
14PFEPfizer INC股票-医疗保健1.53%+0.18%+0.64%
15CVXChevron CORP股票-能源1.39%+0.34%-1.84%
16VVisa Inc-class A Shares股票-金融1.38%-0.22%+0.32%
17PGProcter & Gamble Co/the股票-非周期性消费1.32%—+2.19%
18GSGoldman Sachs Group INC股票-金融1.28%—-1.03%
19IBMIntl Business Machines CORP股票-科技1.19%-0.26%+0.76%
20CSCOCisco Systems INC股票-科技1.17%—+0.03%
21NVDANvidia CORP股票-科技1.13%-0.10%-1.00%
22NFLXNetflix INC股票-通信服务1.11%—+0.48%
23PEPPepsico INC股票-非周期性消费1.10%+0.08%-0.18%
24GILDGilead Sciences INC股票-医疗保健1.07%+0.12%-0.58%
25ABBVAbbvie INC股票-医疗保健1.05%—+0.22%
26GLDSpdr Gold SharesETF-避险与商品1.02%—-1.13%
27CVSCvs Health CORP股票-医疗保健1.01%-0.11%-0.60%
28AMZNAmazon.com INC股票-周期性消费1.00%-0.12%+0.04%
29RTXRtx CORP股票-工业0.93%—+0.17%
30FDXFedex CORP股票-工业0.93%+0.16%-0.88%
31BACBank Of America CORP股票-金融0.88%-0.10%+2.48%
32KMIKinder Morgan INC股票-能源0.88%+0.16%-0.14%
33KOCoca-cola Co/the股票-非周期性消费0.85%+0.07%+1.32%
34AMGNAmgen INC股票-医疗保健0.81%——
35INTCIntel CORP股票-科技0.77%+0.11%-1.84%
36SHELShell Plc-adr股票-能源0.75%+0.16%+0.54%
37AVGOBroadcom INC股票-科技0.74%-0.08%+1.48%
38BMYBristol-myers Squibb Co股票-医疗保健0.72%+0.08%-0.09%
39MSMorgan Stanley股票-金融0.70%-0.08%-2.34%
40LMTLockheed Martin CORP股票-工业0.70%+0.14%+0.15%
41AXPAmerican Express Co股票-金融0.67%-0.17%-1.99%
42VIGVanguard Dividend Apprec ETFETF-其他0.66%+0.22%+54.63%
43SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.63%—-2.54%
44WPCWp Carey INC股票-房地产0.62%—-1.16%
45SPGIS&p Global INC股票-金融0.62%-0.15%-0.56%
46IVVIshares Core S&p 500 ETFETF-大型股与成长0.61%——
47CCitigroup INC股票-金融0.60%—+0.44%
48HDHome Depot INC股票-周期性消费0.57%—-1.40%
49COSTCostco Wholesale CORP股票-非周期性消费0.57%+0.09%+3.69%
50DUKDuke Energy CORP股票-公用事业0.57%—+0.45%
1–50 of 160

本季持股变动

Excalibur Management CORP 在 2026-03-31 最显著的持仓异动： 新建仓: Slb LTD (SLB); 新建仓: Salesforce INC (CRM); 清仓: Xylem INC (XYL); 清仓: Clorox Company (CLX); 清仓: Ss Financial Select Sector (XLF).

Excalibur Management CORP 于截至 2026-03-31 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
1JNJJohnson & Johnson+0.5%-1.37%减仓
2XOMExxon Mobil CORP+0.4%-2.24%减仓
3CVXChevron CORP+0.3%-1.84%减仓
4VZVerizon Communications INC+0.3%-1.30%减仓
5CSLCarlisle Cos INC+0.2%-0.94%减仓
6MRKMerck & Co. INC.+0.2%-2.52%减仓
7TAt&t INC+0.2%-0.09%减仓
8VIGVanguard Dividend Apprec ETF+0.2%+54.63%加仓
9RSPInvesco S&p 500 Equal Weight+0.2%+11.83%加仓
10PFEPfizer INC+0.2%+0.64%加仓
11FDXFedex CORP+0.2%-0.88%减仓
12SHELShell Plc-adr+0.2%+0.54%加仓
13KMIKinder Morgan INC+0.2%-0.14%减仓
14LMTLockheed Martin CORP+0.1%+0.15%加仓
15GILDGilead Sciences INC+0.1%-0.58%减仓
16INTCIntel CORP+0.1%-1.84%减仓
17COSTCostco Wholesale CORP+0.1%+3.69%加仓
18CATCaterpillar INC+0.1%-1.50%减仓
19PEPPepsico INC+0.1%-0.18%减仓
20BMYBristol-myers Squibb Co+0.1%-0.09%减仓
21PSXPhillips 66+0.1%—不变
22KOCoca-cola Co/the+0.1%+1.32%加仓
23AVGOBroadcom INC-0.1%+1.48%加仓
24MSMorgan Stanley-0.1%-2.34%减仓
25WFCWells Fargo & Co-0.1%-0.17%减仓
26QCOMQualcomm INC-0.1%+2.07%加仓
27NVDANvidia CORP-0.1%-1.00%减仓
28BACBank Of America CORP-0.1%+2.48%加仓
29CVSCvs Health CORP-0.1%-0.60%减仓
30AMZNAmazon.com INC-0.1%+0.04%加仓
31ABTAbbott Laboratories-0.1%-1.55%减仓
32SPGIS&p Global INC-0.2%-0.56%减仓
33ORCLOracle CORP-0.2%-0.23%减仓
34AXPAmerican Express Co-0.2%-1.99%减仓
35GOOGLAlphabet Inc-cl A-0.2%-0.35%减仓
36VVisa Inc-class A Shares-0.2%+0.32%加仓
37BRK-BBerkshire Hathaway Inc-cl B-0.2%-0.29%减仓
38METAMeta Platforms Inc-class A-0.3%+0.39%加仓
39IBMIntl Business Machines CORP-0.3%+0.76%加仓
40JPMJpmorgan Chase & Co-0.4%-0.47%减仓
41AAPLApple INC-0.5%-2.03%减仓
42MSFTMicrosoft CORP-1.1%+0.44%加仓
43SLBSlb LTD—NEW新建仓
44CRMSalesforce INC—NEW新建仓
45XYLXylem INC—EXIT清仓
46CLXClorox Company—EXIT清仓
47XLFSs Financial Select Sector—EXIT清仓
48ZMZoom Communications INC—EXIT清仓
49CLColgate-palmolive Co—NEW新建仓
50GLDMSpdr Gold Minishares Trust—NEW新建仓

FAQ

Excalibur Management CORP 是什么机构？属于哪种投资人类型？
Excalibur Management CORP 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$2.8亿，分布在 160 个已申报仓位之中。
Excalibur Management CORP 目前前几大持股有哪些？
根据最新 13F 申报，Excalibur Management CORP 按市值排列的前几大持股为： 1. Carlisle Cos INC (CSL) — US$2379.2万 (8.5%) 2. Apple INC (AAPL) — US$1487.3万 (5.3%) 3. Berkshire Hathaway Inc-cl B (BRK-B) — US$1116.8万 (4.0%) 4. Jpmorgan Chase & Co (JPM) — US$999.3万 (3.6%) 5. Microsoft CORP (MSFT) — US$947.9万 (3.4%)
Excalibur Management CORP 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Excalibur Management CORP 共进行了 49 项显著调整：新建仓 4 个仓位、加仓 15 个既有持股、减仓 26 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Slb LTD (SLB); 新建仓: Salesforce INC (CRM); 清仓: Xylem INC (XYL); 清仓: Clorox Company (CLX); 清仓: Ss Financial Select Sector (XLF)
Excalibur Management CORP 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，Excalibur Management CORP 的主要板块分布如下： • Industrials: 18.2% • Financials: 17.8% • Information Technology: 16.7% • Health Care: 15.4% • Communication Services: 9.8% • Consumer Staples: 7.5%