BI

Beach Investment Counsel Inc/pa

分散型投資策略高頻交易型逆勢操作型

申報總市值

US$6.8億

申報季度: 2025-03-31 · 持股檔數: 118

BEACH INVESTMENT COUNSEL INC/PA在最新一期 13F 報告中揭露了 118 項持股，申報期為 2025-03-31，總持股市值約為 US$6.8億，季度換手率為 200.0%。

機構性格雪花圖

集中度
14.7
持倉穩定性
100
動能／逆勢
0
產業集中度
53.67
多樣化
100
倉位均衡度
81.75

近期動向

  • 新建倉 EPD

  • 新建倉 ET

  • 新建倉 MPLX

  • 新建倉 92840m102

  • 新建倉 AMZN

  • 新建倉 LNG

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 117 大持股（共 118 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1EPDEnterprise Products Partners股票-能源10.16%+10.16%NEW
2ETEnergy Transfer LP股票-能源7.30%+7.30%NEW
3MPLXMplx LP股票-能源6.68%+6.68%NEW
4✓ Vistra Energy CORP Com股票-其他4.91%+4.91%NEW
5AMZNAmazon.com INC股票-循環性消費4.45%+4.45%NEW
6LNGCheniere Energy INC股票-能源3.95%+3.95%NEW
7NEENextera Energy INC股票-公用事業3.64%+3.64%NEW
8GOOGAlphabet Inc.股票-通訊服務3.50%+3.50%NEW
9HRHealthcare Realty Trust INC股票-房地產2.76%+2.76%NEW
10✓ J P Morgan Chase And Co股票-其他2.60%+2.60%NEW
11KOCoca-cola Co/the股票-非循環性消費2.58%+2.58%NEW
12METAMeta Platforms Inc-class A股票-通訊服務2.47%+2.47%NEW
13MSFTMicrosoft CORP股票-科技2.40%+2.40%NEW
14MAMastercard Incorporated股票-金融2.33%+2.33%NEW
15BACBank Of America CORP股票-金融2.28%+2.28%NEW
16CCitigroup INC股票-金融2.07%+2.07%NEW
17VVisa Inc.股票-金融2.04%+2.04%NEW
18✓ Clearway Energy INC Cl C股票-其他1.80%+1.80%NEW
19APOApollo Global Management INC股票-金融1.77%+1.77%NEW
20AAPLApple INC股票-科技1.68%+1.68%NEW
21CRHCRH plc股票-原物料1.51%+1.51%NEW
22PCGP G & E CORP股票-公用事業1.45%+1.45%NEW
23HHHHoward Hughes Holdings INC股票-房地產1.23%+1.23%NEW
24DTEDte Energy Company股票-公用事業1.21%+1.21%NEW
25✓ Bae Systems PLC Sp Adr股票-其他1.19%+1.19%NEW
26CNPCenterPoint Energy, Inc.股票-公用事業1.15%+1.15%NEW
27MDLZMondelez International Inc-a股票-非循環性消費1.14%+1.14%NEW
28SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.10%+1.10%NEW
29PPLPPL Corporation股票-公用事業1.10%+1.10%NEW
30PNCPnc Financial Services Group股票-金融0.88%+0.88%NEW
31KKRKkr & Co INC股票-金融0.78%+0.78%NEW
32JNJJohnson & Johnson股票-醫療保健0.75%+0.75%NEW
33BXBlackstone INC股票-金融0.58%+0.58%NEW
34WYWeyerhaeuser Co股票-房地產0.52%+0.52%NEW
35WMBWilliams Cos INC股票-能源0.50%+0.50%NEW
36NSRGYNestle Sa-spons Adr股票-其他0.49%+0.49%NEW
37MRKMerck & Co., Inc.股票-醫療保健0.45%+0.45%NEW
38PGProcter & Gamble Co/the股票-非循環性消費0.45%+0.45%NEW
39NVSNovartis Ag-sponsored Adr股票-醫療保健0.43%+0.43%NEW
40GOOGAlphabet Inc.股票-通訊服務0.42%+0.42%NEW
41TMOThermo Fisher Scientific INC股票-醫療保健0.39%+0.39%NEW
42✓ Engie SA Sp ADR股票-其他0.37%+0.37%NEW
43BIPBrookfield Infrastructure Partners L.P.股票-公用事業0.36%+0.36%NEW
44RHHBYRoche Holdings Ltd-spons Adr股票-其他0.33%+0.33%NEW
45SIEGYSiemens Ag-spons Adr股票-其他0.32%+0.32%NEW
46UBSUBS Group AG股票-金融0.32%+0.32%NEW
47PAGPPlains Gp Holdings Lp-cl A股票-能源0.32%+0.32%NEW
48DTEGYDeutsche Telekom Ag-spon Adr股票-其他0.32%+0.32%NEW
49LLYEli Lilly & Co股票-醫療保健0.32%+0.32%NEW
50CSCOCisco Systems INC股票-科技0.32%+0.32%NEW
1–50 of 117

本季持股變動

Beach Investment Counsel Inc/pa 在 2025-03-31 最顯著的持倉異動： 新建倉: Enterprise Products Partners (EPD); 新建倉: Energy Transfer LP (ET); 新建倉: Mplx LP (MPLX); 新建倉: Vistra Energy CORP Com; 新建倉: Amazon.com INC (AMZN).

Beach Investment Counsel Inc/pa 於截至 2025-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1EPDEnterprise Products Partners—NEW新建倉
2ETEnergy Transfer LP—NEW新建倉
3MPLXMplx LP—NEW新建倉
4✓ Vistra Energy CORP Com—NEW新建倉
5AMZNAmazon.com INC—NEW新建倉
6LNGCheniere Energy INC—NEW新建倉
7NEENextera Energy INC—NEW新建倉
8GOOGAlphabet Inc.—NEW新建倉
9HRHealthcare Realty Trust INC—NEW新建倉
10✓ J P Morgan Chase And Co—NEW新建倉
11KOCoca-cola Co/the—NEW新建倉
12METAMeta Platforms Inc-class A—NEW新建倉
13MSFTMicrosoft CORP—NEW新建倉
14MAMastercard Incorporated—NEW新建倉
15BACBank Of America CORP—NEW新建倉
16CCitigroup INC—NEW新建倉
17VVisa Inc.—NEW新建倉
18✓ Clearway Energy INC Cl C—NEW新建倉
19APOApollo Global Management INC—NEW新建倉
20AAPLApple INC—NEW新建倉
21CRHCRH plc—NEW新建倉
22PCGP G & E CORP—NEW新建倉
23HHHHoward Hughes Holdings INC—NEW新建倉
24DTEDte Energy Company—NEW新建倉
25✓ Bae Systems PLC Sp Adr—NEW新建倉
26CNPCenterPoint Energy, Inc.—NEW新建倉
27MDLZMondelez International Inc-a—NEW新建倉
28SPYSs Spdr S&p 500 ETF Trust-us—NEW新建倉
29PPLPPL Corporation—NEW新建倉
30PNCPnc Financial Services Group—NEW新建倉
31KKRKkr & Co INC—NEW新建倉
32JNJJohnson & Johnson—NEW新建倉
33BXBlackstone INC—NEW新建倉
34WYWeyerhaeuser Co—NEW新建倉
35WMBWilliams Cos INC—NEW新建倉
36NSRGYNestle Sa-spons Adr—NEW新建倉
37MRKMerck & Co., Inc.—NEW新建倉
38PGProcter & Gamble Co/the—NEW新建倉
39NVSNovartis Ag-sponsored Adr—NEW新建倉
40GOOGAlphabet Inc.—NEW新建倉
41TMOThermo Fisher Scientific INC—NEW新建倉
42✓ Engie SA Sp ADR—NEW新建倉
43BIPBrookfield Infrastructure Partners L.P.—NEW新建倉
44RHHBYRoche Holdings Ltd-spons Adr—NEW新建倉
45SIEGYSiemens Ag-spons Adr—NEW新建倉
46UBSUBS Group AG—NEW新建倉
47PAGPPlains Gp Holdings Lp-cl A—NEW新建倉
48DTEGYDeutsche Telekom Ag-spon Adr—NEW新建倉
49LLYEli Lilly & Co—NEW新建倉
50CSCOCisco Systems INC—NEW新建倉

FAQ

Beach Investment Counsel Inc/pa 是什麼機構？屬於哪種投資人類型？
Beach Investment Counsel Inc/pa 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2025-03-31），該機構追蹤的股票投資組合估值約為 US$6.8億，分佈在 118 個已申報部位之中。
Beach Investment Counsel Inc/pa 目前前幾大持股有哪些？
根據最新 13F 申報，Beach Investment Counsel Inc/pa 按市值排列的前幾大持股為： 1. Enterprise Products Partners (EPD) — US$6902.9萬 (10.2%) 2. Energy Transfer LP (ET) — US$4956.6萬 (7.3%) 3. Mplx LP (MPLX) — US$4540.3萬 (6.7%) 4. Vistra Energy CORP Com — US$3336.3萬 (4.9%) 5. Amazon.com INC (AMZN) — US$3026.2萬 (4.5%)
Beach Investment Counsel Inc/pa 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Beach Investment Counsel Inc/pa 主要以增持為主——新建倉 50 個部位，並對 0 個既有持股進行加碼。 其中幅度最大的異動：新建倉: Enterprise Products Partners (EPD); 新建倉: Energy Transfer LP (ET); 新建倉: Mplx LP (MPLX); 新建倉: Vistra Energy CORP Com; 新建倉: Amazon.com INC (AMZN)
Beach Investment Counsel Inc/pa 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Beach Investment Counsel Inc/pa 的主要板塊分佈如下： • Financials: 31.9% • Communication Services: 17.4% • Information Technology: 13.1% • Consumer Discretionary: 12.0% • Consumer Staples: 9.4% • Health Care: 5.8%