PF

Peoples Financial Services 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$2.1亿

申报季度: 2026-03-31 · 持股只数: 409

PEOPLES FINANCIAL SERVICES CORP.在最新一期 13F 报告中披露了 409 项持股，申报期为 2026-03-31，总持股市值约为 US$2.1亿，季度换手率为 13.7%。

机构性格雪花图

集中度
6.93
持仓稳定性
13.68
动能／逆势
100
行业集中度
48.31
多样化
100
仓位均衡度
80.56

近期动向

  • 减仓 LLY

    -6.2%　-US$258.5万

  • 减仓 MSFT

    -1.2%　-US$226.5万

  • 加仓 XOM

    -3.9%　US$152.4万

  • 减仓 AVGO

    -6.0%　-US$146.1万

  • 加仓 CVX

    -0.4%　US$87.1万

  • 减仓 AAPL

    -1.9%　-US$100.3万

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

仅显示前 275 大持股（共 409 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
1AAPLApple INC股票-科技5.20%-0.38%-1.86%
2LLYEli Lilly & Co股票-医疗保健4.99%-1.13%-6.19%
3AVGOBroadcom INC股票-科技3.64%-0.63%-6.04%
4MSFTMicrosoft CORP股票-科技3.33%-1.01%-1.17%
5AMZNAmazon.com INC股票-周期性消费3.14%-0.32%-0.86%
6XOMExxon Mobil CORP股票-能源2.75%+0.75%-3.87%
7GOOGAlphabet Inc-cl C股票-通信服务2.50%-0.22%-0.95%
8MCDMcdonald's CORP股票-周期性消费2.45%—-0.56%
9PFISPeoples Financial Services股票-其他2.30%+0.22%-0.82%
10JNJJohnson & Johnson股票-医疗保健2.23%+0.35%-0.83%
11JPMJpmorgan Chase & Co股票-金融1.94%-0.18%-1.64%
12PGProcter & Gamble Co/the股票-非周期性消费1.92%—-2.73%
13ABBVAbbvie INC股票-医疗保健1.91%-0.09%-1.18%
14GOOGLAlphabet Inc-cl A股票-通信服务1.81%-0.17%-1.85%
15CVXChevron CORP股票-能源1.58%+0.43%-0.36%
16FASTFastenal Co股票-工业1.45%+0.20%-1.08%
17EFAIshares Msci Eafe ETFETF-其他1.44%+0.09%+3.54%
18MAMastercard INC - A股票-金融1.41%-0.21%-1.61%
19BRK-BBerkshire Hathaway Inc-cl B股票-其他1.35%-0.07%-1.83%
20AXPAmerican Express Co股票-金融1.32%-0.33%-4.02%
21MRKMerck & Co. INC.股票-医疗保健1.27%+0.17%-0.65%
22CSCOCisco Systems INC股票-科技1.20%—-1.64%
23ADIAnalog Devices INC股票-科技1.17%+0.16%-2.62%
24VOVanguard Mid-cap ETFETF-其他1.17%—-0.15%
25QLVFlexshares US Quality Low VoETF-其他1.16%—-0.54%
26VBVanguard Small-cap ETFETF-其他1.12%—+3.08%
27EMREmerson Electric Co股票-工业1.10%—-1.24%
28GSGoldman Sachs Group INC股票-金融1.03%-0.05%-1.90%
29NEENextera Energy INC股票-公用事业0.97%+0.14%+0.02%
30VEAVanguard Ftse Developed ETFETF-其他0.93%—-0.20%
31VZVerizon Communications INC股票-通信服务0.86%+0.15%-2.77%
32ORCLOracle CORP股票-科技0.84%-0.29%-2.76%
33SOSouthern Co/the股票-公用事业0.82%+0.09%+0.10%
34APDAir Products & Chemicals INC股票-原材料0.80%+0.13%-0.39%
35ENBEnbridge INC股票-能源0.75%+0.09%-1.11%
36HDHome Depot INC股票-周期性消费0.74%-0.05%-2.75%
37BMYBristol-myers Squibb Co股票-医疗保健0.74%+0.26%+35.49%
38AMGNAmgen INC股票-医疗保健0.73%—-0.86%
39PNCPnc Financial Services Group股票-金融0.72%—-4.56%
40CATCaterpillar INC股票-工业0.71%+0.13%-1.48%
41KOCoca-cola Co/the股票-非周期性消费0.71%—-2.35%
42XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.69%—-2.25%
43MUMicron Technology INC股票-科技0.68%+0.68%NEW
44DEDeere & Co股票-工业0.66%+0.12%-0.28%
45RTXRtx CORP股票-工业0.62%—-0.43%
46BABoeing Co/the股票-工业0.61%—+1.02%
47MSMorgan Stanley股票-金融0.60%-0.05%-2.16%
48QCOMQualcomm INC股票-科技0.59%-0.07%+17.01%
49AMATApplied Materials INC股票-科技0.59%+0.15%-0.92%
50METAMeta Platforms Inc-class A股票-通信服务0.59%-0.11%-3.63%
1–50 of 275

本季持股变动

Peoples Financial Services CORP. 在 2026-03-31 最显著的持仓异动： 新建仓: Micron Technology INC (MU); 减仓: Eli Lilly & Co (LLY) — 股数 -6.19%; 减仓: Microsoft CORP (MSFT) — 股数 -1.17%; 减仓: Exxon Mobil CORP (XOM) — 股数 -3.87%; 减仓: Broadcom INC (AVGO) — 股数 -6.04%.

Peoples Financial Services 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
1XOMExxon Mobil CORP+0.8%-3.87%减仓
2CVXChevron CORP+0.4%-0.36%减仓
3JNJJohnson & Johnson+0.4%-0.83%减仓
4BMYBristol-myers Squibb Co+0.3%+35.49%加仓
5PFISPeoples Financial Services+0.2%-0.82%减仓
6FASTFastenal Co+0.2%-1.08%减仓
7MRKMerck & Co. INC.+0.2%-0.65%减仓
8ADIAnalog Devices INC+0.2%-2.62%减仓
9VZVerizon Communications INC+0.2%-2.77%减仓
10AMATApplied Materials INC+0.2%-0.92%减仓
11NEENextera Energy INC+0.1%+0.02%加仓
12CATCaterpillar INC+0.1%-1.48%减仓
13APDAir Products & Chemicals INC+0.1%-0.39%减仓
14DEDeere & Co+0.1%-0.28%减仓
15XLESs Energy Select Sector+0.1%-0.08%减仓
16PSXPhillips 66+0.1%—不变
17LMTLockheed Martin CORP+0.1%-1.71%减仓
18SOSouthern Co/the+0.1%+0.10%加仓
19ENBEnbridge INC+0.1%-1.11%减仓
20EFAIshares Msci Eafe ETF+0.1%+3.54%加仓
21MPCMarathon Petroleum CORP+0.1%—不变
22ASMLASML Holding N.V.+0.1%-1.14%减仓
23WMTWalmart INC+0.1%-0.50%减仓
24MSMorgan Stanley-0.1%-2.16%减仓
25GSGoldman Sachs Group INC-0.1%-1.90%减仓
26HDHome Depot INC-0.1%-2.75%减仓
27GISGeneral Mills INC-0.1%-0.92%减仓
28ADPAutomatic Data Processing-0.1%-6.89%减仓
29BLKBlackrock INC-0.1%-0.87%减仓
30NKENike INC -cl B-0.1%-4.77%减仓
31BRK-BBerkshire Hathaway Inc-cl B-0.1%-1.83%减仓
32QCOMQualcomm INC-0.1%+17.01%加仓
33WFCWells Fargo & Co-0.1%-2.17%减仓
34ABBVAbbvie INC-0.1%-1.18%减仓
35METAMeta Platforms Inc-class A-0.1%-3.63%减仓
36ADBEAdobe INC-0.1%-2.33%减仓
37ABTAbbott Laboratories-0.1%-1.17%减仓
38IBMIntl Business Machines CORP-0.2%-11.13%减仓
39GOOGLAlphabet Inc-cl A-0.2%-1.85%减仓
40JPMJpmorgan Chase & Co-0.2%-1.64%减仓
41MAMastercard INC - A-0.2%-1.61%减仓
42GOOGAlphabet Inc-cl C-0.2%-0.95%减仓
43ORCLOracle CORP-0.3%-2.76%减仓
44AMZNAmazon.com INC-0.3%-0.86%减仓
45AXPAmerican Express Co-0.3%-4.02%减仓
46AAPLApple INC-0.4%-1.86%减仓
47AVGOBroadcom INC-0.6%-6.04%减仓
48MSFTMicrosoft CORP-1%-1.17%减仓
49LLYEli Lilly & Co-1.1%-6.19%减仓
50MUMicron Technology INC—NEW新建仓

FAQ

Peoples Financial Services CORP. 是什么机构？属于哪种投资人类型？
Peoples Financial Services 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$2.1亿，分布在 409 个已申报仓位之中。
Peoples Financial Services CORP. 目前前几大持股有哪些？
根据最新 13F 申报，Peoples Financial Services CORP. 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$1096.9万 (5.2%) 2. Eli Lilly & Co (LLY) — US$1053.0万 (5.0%) 3. Broadcom INC (AVGO) — US$768.9万 (3.6%) 4. Microsoft CORP (MSFT) — US$703.4万 (3.3%) 5. Amazon.com INC (AMZN) — US$663.1万 (3.1%)
Peoples Financial Services CORP. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Peoples Financial Services CORP. 共进行了 48 项显著调整：新建仓 1 个仓位、加仓 5 个既有持股、减仓 42 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Micron Technology INC (MU); 减仓: Eli Lilly & Co (LLY) — 股数 -6.19%; 减仓: Microsoft CORP (MSFT) — 股数 -1.17%; 减仓: Exxon Mobil CORP (XOM) — 股数 -3.87%; 减仓: Broadcom INC (AVGO) — 股数 -6.04%
Peoples Financial Services 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，Peoples Financial Services CORP. 的主要板块分布如下： • Information Technology: 26.8% • Health Care: 19.6% • Financials: 12.3% • Consumer Discretionary: 11.4% • Communication Services: 9.3% • Energy: 7.5%