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Spirit Of America Management Corp/ny

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$5.3亿

申报季度: 2026-06-30 · 持股只数: 383

SPIRIT OF AMERICA MANAGEMENT CORP/NY在最新一期 13F 报告中披露了 383 项持股，申报期为 2026-06-30，总持股市值约为 US$5.3亿，季度换手率为 17.6%。

机构性格雪花图

集中度
4.95
持仓稳定性
17.6
动能／逆势
100
行业集中度
49.29
多样化
100
仓位均衡度
83.21

近期动向

  • 加仓 AMAT

    0.0%　US$454.4万

  • 加仓 CAT

    0.0%　US$398.9万

  • 加仓 AMD

    +2.2%　US$355.1万

  • 减仓 XOM

    -4.4%　-US$213.5万

  • 加仓 GEV

    +9.0%　US$262.9万

  • 减仓 CVX

    -3.1%　-US$194.7万

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 308 大持股（共 383 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
1NVDANvidia CORP股票-科技5.96%+0.38%-2.53%
2GOOGLAlphabet Inc-cl A股票-通信服务2.90%+0.39%-2.71%
3CATCaterpillar INC股票-工业2.25%+0.69%—
4VLOValero Energy CORP股票-能源2.03%-0.21%-9.93%
5WMBWilliams Cos INC股票-能源1.94%—-5.34%
6AAPLApple INC股票-科技1.94%+0.15%-0.56%
7WELLWelltower INC股票-房地产1.79%+0.17%+0.72%
8MPCMarathon Petroleum CORP股票-能源1.74%-0.18%-9.28%
9TRGPTarga Resources CORP股票-能源1.72%—-4.76%
10AMZNAmazon.com INC股票-周期性消费1.64%+0.16%+1.67%
11AMATApplied Materials INC股票-科技1.62%+0.82%—
12GEVGE Vernova INC股票-工业1.56%+0.45%+8.99%
13PSXPhillips 66股票-能源1.45%-0.29%-6.29%
14JPMJpmorgan Chase & Co股票-金融1.42%+0.08%—
15KMIKinder Morgan INC股票-能源1.37%-0.21%-4.20%
16LNGCheniere Energy INC股票-能源1.37%-0.32%+0.66%
17MSFTMicrosoft CORP股票-科技1.36%——
18XOMExxon Mobil CORP股票-能源1.35%-0.49%-4.38%
19CVXChevron CORP股票-能源1.27%-0.45%-3.09%
20ENBEnbridge INC股票-能源1.22%—-3.43%
21VSTVistra CORP股票-公用事业1.05%—+1.15%
22NEENextera Energy INC股票-公用事业1.03%—+1.14%
23CEGConstellation Energy股票-公用事业1.02%-0.17%+0.92%
24AMDAdvanced Micro Devices股票-科技1.02%+0.65%+2.20%
25EQIXEquinix INC股票-房地产1.01%——
26TLNTalen Energy CORP股票-公用事业0.95%+0.14%+1.56%
27IRMIron Mountain INC股票-房地产0.92%+0.14%+0.52%
28VRTVertiv Holdings Co-a股票-工业0.90%+0.20%—
29ORCLOracle CORP股票-科技0.86%—+0.64%
30CRWDCrowdstrike Holdings INC - A股票-科技0.84%+0.41%+4.00%
31EPDEnterprise Products Partners股票-能源0.84%-0.17%-10.01%
32ETEnergy Transfer LP股票-能源0.83%-0.14%-10.19%
33OKEOneok INC股票-能源0.81%—-1.20%
34COSTCostco Wholesale CORP股票-非周期性消费0.79%-0.13%-4.27%
35ABBVAbbvie INC股票-医疗保健0.78%—-11.62%
36ETREntergy CORP股票-公用事业0.78%—+0.70%
37BKRBaker Hughes Co股票-能源0.77%—+4.96%
38COPConocophillips股票-能源0.77%-0.20%+5.09%
39DLRDigital Realty Trust INC股票-房地产0.76%——
40PLDPrologis INC股票-房地产0.76%——
41PAAPlains All Amer Pipeline LP股票-能源0.72%—-6.03%
42TPLTexas Pacific Land CORP股票-能源0.72%+0.09%+28.91%
43SPGSimon Property Group INC股票-房地产0.71%+0.09%—
44WESWestern Midstream Partners L股票-能源0.70%—-7.09%
45MPLXMplx LP股票-能源0.69%-0.20%-18.58%
46LLYEli Lilly & Co股票-医疗保健0.68%+0.13%—
47DEDeere & Co股票-工业0.66%——
48MCKMckesson CORP股票-医疗保健0.66%-0.13%—
49HESMHess Midstream LP - Class A股票-其他0.63%-0.14%-11.52%
50DVNDevon Energy CORP股票-能源0.61%+0.25%+116.19%
1–50 of 308

本季持股变动

Spirit Of America Management Corp/ny 在 2026-06-30 最显著的持仓异动： 清仓: Coterra Energy INC (CTRA); 清仓: Honeywell International INC (HON); 新建仓: ; 新建仓: ; 加仓: Advanced Micro Devices (AMD) — 股数 +2.20%.

Spirit Of America Management Corp/ny 于截至 2026-06-30 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
1AMATApplied Materials INC+0.8%—不变
2CATCaterpillar INC+0.7%—不变
3AMDAdvanced Micro Devices+0.7%+2.20%加仓
4GEVGE Vernova INC+0.5%+8.99%加仓
5CRWDCrowdstrike Holdings INC - A+0.4%+4.00%加仓
6GOOGLAlphabet Inc-cl A+0.4%-2.71%减仓
7NVDANvidia CORP+0.4%-2.53%减仓
8DVNDevon Energy CORP+0.3%+116.19%加仓
9VRTVertiv Holdings Co-a+0.2%—不变
10PANWPalo Alto Networks INC+0.2%—不变
11GLWCorning INC+0.2%+2.41%加仓
12✓ +0.2%NEW新建仓
13✓ +0.2%NEW新建仓
14WELLWelltower INC+0.2%+0.72%加仓
15AMZNAmazon.com INC+0.2%+1.67%加仓
16AAPLApple INC+0.2%-0.56%减仓
17IRMIron Mountain INC+0.1%+0.52%加仓
18TLNTalen Energy CORP+0.1%+1.56%加仓
19TXNTexas Instruments INC+0.1%-1.23%减仓
20LLYEli Lilly & Co+0.1%—不变
21AVGOBroadcom INC+0.1%+14.52%加仓
22CSCOCisco Systems INC+0.1%—不变
23CMICummins INC+0.1%—不变
24SPGSimon Property Group INC+0.1%—不变
25TPLTexas Pacific Land CORP+0.1%+28.91%加仓
26JPMJpmorgan Chase & Co+0.1%—不变
27CCitigroup INC+0.1%—不变
28GSGoldman Sachs Group INC+0.1%—不变
29AMBFXAmerican Balanced Fund-f2-0.1%+3021.30%加仓
30WMFFXAmer Fnd Wash Mut Inv-f2-0.1%+11829.23%加仓
31OXYOccidental Petroleum CORP-0.1%+1.72%加仓
32NFLXNetflix INC-0.1%+3.70%加仓
33MCKMckesson CORP-0.1%—不变
34COSTCostco Wholesale CORP-0.1%-4.27%减仓
35BPBp Plc-spons Adr-0.1%—不变
36HESMHess Midstream LP - Class A-0.1%-11.52%减仓
37ETEnergy Transfer LP-0.1%-10.19%减仓
38EPDEnterprise Products Partners-0.2%-10.01%减仓
39CEGConstellation Energy-0.2%+0.92%加仓
40MPCMarathon Petroleum CORP-0.2%-9.28%减仓
41MPLXMplx LP-0.2%-18.58%减仓
42COPConocophillips-0.2%+5.09%加仓
43KMIKinder Morgan INC-0.2%-4.20%减仓
44VLOValero Energy CORP-0.2%-9.93%减仓
45PSXPhillips 66-0.3%-6.29%减仓
46LNGCheniere Energy INC-0.3%+0.66%加仓
47HONHoneywell International INC-0.4%EXIT清仓
48CTRACoterra Energy INC-0.4%EXIT清仓
49CVXChevron CORP-0.5%-3.09%减仓
50XOMExxon Mobil CORP-0.5%-4.38%减仓

FAQ

Spirit Of America Management Corp/ny 是什么机构？属于哪种投资人类型？
Spirit Of America Management Corp/ny 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（2026-06-30），该机构追踪的股票投资组合估值约为 US$5.3亿，分布在 383 个已申报仓位之中。
Spirit Of America Management Corp/ny 目前前几大持股有哪些？
根据最新 13F 申报，Spirit Of America Management Corp/ny 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$3161.8万 (6.0%) 2. Alphabet Inc-cl A (GOOGL) — US$1540.3万 (2.9%) 3. Caterpillar INC (CAT) — US$1191.6万 (2.3%) 4. Valero Energy CORP (VLO) — US$1075.2万 (2.0%) 5. Williams Cos INC (WMB) — US$1028.4万 (1.9%)
Spirit Of America Management Corp/ny 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Spirit Of America Management Corp/ny 共进行了 37 项显著调整：新建仓 2 个仓位、加仓 18 个既有持股、减仓 15 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Coterra Energy INC (CTRA); 清仓: Honeywell International INC (HON); 新建仓: ; 新建仓: ; 加仓: Advanced Micro Devices (AMD) — 股数 +2.20%
Spirit Of America Management Corp/ny 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，Spirit Of America Management Corp/ny 的主要板块分布如下： • Energy: 28.4% • Information Technology: 17.7% • Utilities: 14.4% • Real Estate: 14.1% • Industrials: 7.2% • Financials: 4.7%