EL

Edgar Lomax Co/va

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$14.0亿

申报季度: 2026-03-31 · 持股只数: 56

EDGAR LOMAX CO/VA在最新一期 13F 报告中披露了 56 项持股，申报期为 2026-03-31，总持股市值约为 US$14.0亿，季度换手率为 58.4%。

机构性格雪花图

集中度
11.13
持仓稳定性
58.39
动能／逆势
100
行业集中度
39.78
多样化
100
仓位均衡度
92.47

近期动向

  • 加仓 USB

    +873.5%　US$3574.7万

  • 加仓 CVX

    +54.8%　US$3627.1万

  • 减仓 MS

    -53.7%　-US$2761.1万

  • 减仓 KO

    -53.0%　-US$2454.5万

  • 加仓 BMY

    +650.5%　US$2616.6万

  • 减仓 CVS

    -21.6%　-US$2101.2万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1TGTTarget CORP股票-周期性消费5.47%+1.03%+5.95%
2FDXFedex CORP股票-工业5.44%+1.26%+12.31%
3CVXChevron CORP股票-能源4.94%+2.44%+54.77%
4MDLZMondelez International Inc-a股票-非周期性消费4.14%+1.06%+33.70%
5UNHUnitedhealth Group INC股票-医疗保健3.69%—+20.58%
6CVSCvs Health CORP股票-医疗保健3.67%-1.83%-21.56%
7DUKDuke Energy CORP股票-公用事业3.51%+1.04%+35.62%
8XOMExxon Mobil CORP股票-能源3.41%+1.19%+15.81%
9NEENextera Energy INC股票-公用事业3.23%+1.80%+108.13%
10SOSouthern Co/the股票-公用事业3.08%+1.49%+86.16%
11GDGeneral Dynamics CORP股票-工业3.03%+0.28%+15.12%
12TAt&t INC股票-通信服务2.97%—-14.86%
13PFEPfizer INC股票-医疗保健2.90%+1.78%+144.68%
14USBUS Bancorp股票-金融2.85%+2.53%+873.52%
15PGProcter & Gamble Co/the股票-非周期性消费2.74%+1.33%+105.25%
16JNJJohnson & Johnson股票-医疗保健2.33%-0.37%-22.36%
17BMYBristol-myers Squibb Co股票-医疗保健2.12%+1.85%+650.53%
18CMCSAComcast Corp-class A股票-通信服务2.10%+1.12%+138.64%
19KOCoca-cola Co/the股票-非周期性消费1.83%-1.99%-52.96%
20COPConocophillips股票-能源1.76%+0.62%+16.92%
21LMTLockheed Martin CORP股票-工业1.62%+0.13%-7.12%
22GILDGilead Sciences INC股票-医疗保健1.56%—-8.54%
23UNPUnion Pacific CORP股票-工业1.53%+0.25%+21.49%
24SCHWSchwab (charles) CORP股票-金融1.50%—+12.11%
25TXNTexas Instruments INC股票-科技1.49%+1.49%NEW
26MSMorgan Stanley股票-金融1.48%-2.19%-53.74%
27JPMJpmorgan Chase & Co股票-金融1.45%-0.39%-7.67%
28PEPPepsico INC股票-非周期性消费1.44%+1.17%+420.97%
29SBUXStarbucks CORP股票-周期性消费1.42%+1.42%NEW
30BACBank Of America CORP股票-金融1.41%-0.30%-0.70%
31AIGAmerican International Group股票-金融1.40%—+12.03%
32WFCWells Fargo & Co股票-金融1.36%+0.38%+74.02%
33MRKMerck & Co. INC.股票-医疗保健1.31%-1.56%-57.36%
34AMTAmerican Tower CORP股票-房地产1.31%+1.04%+418.65%
35ABTAbbott Laboratories股票-医疗保健1.28%+0.28%+66.93%
36HDHome Depot INC股票-周期性消费1.27%+1.27%NEW
37AMGNAmgen INC股票-医疗保健1.23%-1.21%-49.96%
38METMetlife INC股票-金融1.19%—+7.67%
39ABBVAbbvie INC股票-医疗保健1.09%+0.73%+236.28%
40ACNAccenture plc股票-科技1.08%-0.44%+1.91%
41MDTMedtronic plc股票-医疗保健1.06%-0.80%-32.68%
42NKENike INC -cl B股票-周期性消费0.91%—+10.15%
43BNYBank Of New York Mellon CORP股票-金融0.85%-0.26%-20.53%
44CCitigroup INC股票-金融0.81%-1.52%-62.00%
45GSGoldman Sachs Group INC股票-金融0.80%-0.33%-21.69%
46GMGeneral Motors Co股票-周期性消费0.76%-0.36%-21.39%
47VZVerizon Communications INC股票-通信服务0.54%-1.59%-78.16%
48SPGSimon Property Group INC股票-房地产0.44%—-28.25%
49UPSUnited Parcel Service-cl B股票-工业0.43%-0.78%-61.46%
50IVEIshares S&p 500 Value ETFETF-大型股与成长0.31%—-24.73%
1–50 of 56

本季持股变动

Edgar Lomax Co/va 在 2026-03-31 最显著的持仓异动： 清仓: Cisco Systems INC (CSCO); 清仓: Capital One Financial CORP (COF); 清仓: Mcdonald's CORP (MCD); 清仓: 3m Co (MMM); 新建仓: Texas Instruments INC (TXN).

Edgar Lomax Co/va 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
1USBUS Bancorp+2.5%+873.52%加仓
2CVXChevron CORP+2.4%+54.77%加仓
3BMYBristol-myers Squibb Co+1.9%+650.53%加仓
4NEENextera Energy INC+1.8%+108.13%加仓
5PFEPfizer INC+1.8%+144.68%加仓
6SOSouthern Co/the+1.5%+86.16%加仓
7PGProcter & Gamble Co/the+1.3%+105.25%加仓
8FDXFedex CORP+1.3%+12.31%加仓
9XOMExxon Mobil CORP+1.2%+15.81%加仓
10PEPPepsico INC+1.2%+420.97%加仓
11CMCSAComcast Corp-class A+1.1%+138.64%加仓
12MDLZMondelez International Inc-a+1.1%+33.70%加仓
13DUKDuke Energy CORP+1%+35.62%加仓
14AMTAmerican Tower CORP+1%+418.65%加仓
15TGTTarget CORP+1%+5.95%加仓
16ABBVAbbvie INC+0.7%+236.28%加仓
17COPConocophillips+0.6%+16.92%加仓
18WFCWells Fargo & Co+0.4%+74.02%加仓
19GDGeneral Dynamics CORP+0.3%+15.12%加仓
20ABTAbbott Laboratories+0.3%+66.93%加仓
21UNPUnion Pacific CORP+0.3%+21.49%加仓
22LMTLockheed Martin CORP+0.1%-7.12%减仓
23BNYBank Of New York Mellon CORP-0.3%-20.53%减仓
24BACBank Of America CORP-0.3%-0.70%减仓
25GSGoldman Sachs Group INC-0.3%-21.69%减仓
26GMGeneral Motors Co-0.4%-21.39%减仓
27JNJJohnson & Johnson-0.4%-22.36%减仓
28JPMJpmorgan Chase & Co-0.4%-7.67%减仓
29ACNAccenture plc-0.4%+1.91%加仓
30UPSUnited Parcel Service-cl B-0.8%-61.46%减仓
31MDTMedtronic plc-0.8%-32.68%减仓
32AMGNAmgen INC-1.2%-49.96%减仓
33CCitigroup INC-1.5%-62.00%减仓
34MRKMerck & Co. INC.-1.6%-57.36%减仓
35VZVerizon Communications INC-1.6%-78.16%减仓
36CVSCvs Health CORP-1.8%-21.56%减仓
37KOCoca-cola Co/the-2%-52.96%减仓
38MSMorgan Stanley-2.2%-53.74%减仓
39CSCOCisco Systems INC—EXIT清仓
40COFCapital One Financial CORP—EXIT清仓
41MCDMcdonald's CORP—EXIT清仓
42MMM3m Co—EXIT清仓
43TXNTexas Instruments INC—NEW新建仓
44SBUXStarbucks CORP—NEW新建仓
45QCOMQualcomm INC—EXIT清仓
46HDHome Depot INC—NEW新建仓
47AXPAmerican Express Co—EXIT清仓
48CATCaterpillar INC—EXIT清仓
49FFord Motor Co—EXIT清仓
50KHCKraft Heinz Co/the—EXIT清仓

FAQ

Edgar Lomax Co/va 是什么机构？属于哪种投资人类型？
Edgar Lomax Co/va 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$14.0亿，分布在 56 个已申报仓位之中。
Edgar Lomax Co/va 目前前几大持股有哪些？
根据最新 13F 申报，Edgar Lomax Co/va 按市值排列的前几大持股为： 1. Target CORP (TGT) — US$7674.3万 (5.5%) 2. Fedex CORP (FDX) — US$7623.3万 (5.4%) 3. Chevron CORP (CVX) — US$6921.5万 (4.9%) 4. Mondelez International Inc-a (MDLZ) — US$5797.0万 (4.1%) 5. Unitedhealth Group INC (UNH) — US$5176.4万 (3.7%)
Edgar Lomax Co/va 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Edgar Lomax Co/va 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 22 个既有持股、减仓 16 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：清仓: Cisco Systems INC (CSCO); 清仓: Capital One Financial CORP (COF); 清仓: Mcdonald's CORP (MCD); 清仓: 3m Co (MMM); 新建仓: Texas Instruments INC (TXN)
Edgar Lomax Co/va 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，Edgar Lomax Co/va 的主要板块分布如下： • Health Care: 22.4% • Financials: 15.2% • Industrials: 12.1% • Consumer Staples: 10.4% • Energy: 10.2% • Utilities: 9.9%