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First Fiduciary Investment Counsel, Inc.

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$5.0億

申報季度: 2026-03-31 · 持股檔數: 66

First Fiduciary Investment Counsel, Inc.在最新一期 13F 報告中揭露了 66 項持股，申報期為 2026-03-31，總持股市值約為 US$5.0億，季度換手率為 18.6%。

機構性格雪花圖

集中度
12.88
持倉穩定性
18.57
動能／逆勢
100
產業集中度
40.42
多樣化
100
倉位均衡度
89.31

近期動向

  • 減碼 MSFT

    -2.5%　-US$929.8萬

  • 加碼 UNP

    +104.5%　US$591.1萬

  • 加碼 SO

    +1199.2%　US$590.4萬

  • 減碼 GS

    -22.6%　-US$667.7萬

  • 加碼 JNJ

    +2.6%　US$389.7萬

  • 減碼 JPM

    -4.4%　-US$519.8萬

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

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1JPMJpmorgan Chase & Co股票-金融7.17%-0.75%-4.40%
2MSFTMicrosoft CORP股票-科技5.51%-1.60%-2.47%
3LOWLowe's Cos INC股票-循環性消費4.54%+0.03%-0.97%
4JNJJohnson & Johnson股票-醫療保健4.48%+0.92%+2.64%
5BLKBlackrock INC股票-金融4.36%-0.35%-0.76%
6GSGoldman Sachs Group INC股票-金融3.92%-1.15%-22.60%
7HONHoneywell International INC股票-工業3.71%+0.48%-4.46%
8MARMarriott International -cl A股票-循環性消費3.65%+0.31%-0.16%
9EQIXEquinix INC股票-房地產3.32%+0.69%-5.07%
10WMWaste Management INC股票-工業3.10%+0.25%+0.25%
11LMTLockheed Martin CORP股票-工業3.10%+0.67%-1.64%
12NVSNovartis Ag-sponsored Adr股票-醫療保健3.04%-0.58%-27.03%
13CSCOCisco Systems INC股票-科技2.85%—-0.33%
14NEENextera Energy INC股票-公用事業2.81%+0.48%+0.63%
15NDAQNasdaq INC股票-金融2.78%-0.24%+1.31%
16KOCoca-cola Co/the股票-非循環性消費2.76%+0.28%-1.45%
17DISWalt Disney Co/the股票-通訊服務2.43%-0.36%-1.03%
18PMPhilip Morris International股票-非循環性消費2.42%—-2.22%
19GOOGLAlphabet Inc-cl A股票-通訊服務2.33%-0.07%+2.02%
20UNPUnion Pacific CORP股票-工業2.23%+1.23%+104.54%
21COFCapital One Financial CORP股票-金融2.15%-0.64%-1.40%
22MCDMcdonald's CORP股票-循環性消費2.11%—-2.50%
23PSXPhillips 66股票-能源2.03%+0.63%-1.00%
24MDLZMondelez International Inc-a股票-非循環性消費2.02%+0.18%-1.06%
25TXNTexas Instruments INC股票-科技1.88%+0.26%+0.13%
26PGProcter & Gamble Co/the股票-非循環性消費1.87%—-1.09%
27ALCAlcon Inc.股票-醫療保健1.86%-0.14%-6.27%
28AMGNAmgen INC股票-醫療保健1.67%+0.54%+32.00%
29DHRDanaher CORP股票-醫療保健1.57%-0.31%-2.97%
30BXBlackstone INC股票-金融1.53%-0.46%-0.57%
31ORCLOracle CORP股票-科技1.53%-0.44%-0.79%
32PFEPfizer INC股票-醫療保健1.51%+0.19%-1.90%
33SLBSlb LTD股票-能源1.42%+0.37%-2.68%
34SOSouthern Co/the股票-公用事業1.28%+1.19%+1199.23%
35ACNAccenture plc股票-科技0.73%-0.21%+0.40%
36IBDRIshares Ibonds Dec 2026 TermETF-其他0.38%—-0.98%
37IBDTIshares Ibonds Dec 2028 ETFETF-其他0.37%—-2.83%
38IBDSIshrs Ibnds Dec 27 CORP ETFETF-其他0.37%—-2.18%
39AAPLApple INC股票-科技0.33%-0.08%-17.21%
40IBDUIshares Ibonds Dec 2029 TermETF-其他0.28%—-1.81%
41WMTWalmart INC股票-非循環性消費0.23%+0.03%-0.97%
42IBDVIshares Ibonds Dec 2030 CORPETF-其他0.22%—-1.25%
43BSCRInvesco Bulletshares 2027 CbETF-其他0.19%—+3.59%
44WFCWells Fargo & Co股票-金融0.16%-0.02%—
45BSCSInvesco Bulletshares 2028 CbETF-其他0.16%—-0.48%
46MRKMerck & Co. INC.股票-醫療保健0.15%-0.02%-23.40%
47BSCQInvesco Bulletshares 2026 CbETF-其他0.14%—-10.48%
48COSTCostco Wholesale CORP股票-非循環性消費0.12%—-10.24%
49BSCTInvesco Bulletshares 2029 CbETF-其他0.10%——
50AMZNAmazon.com INC股票-循環性消費0.10%-0.02%-11.66%
1–50 of 66

本季持股變動

First Fiduciary Investment Counsel, Inc. 在 2026-03-31 最顯著的持倉異動： 清倉: United Parcel Service-cl B (UPS); 清倉: Abbott Laboratories (ABT); 清倉: Norfolk Southern CORP (NSC); 清倉: Alliant Energy CORP (LNT); 清倉: Chevron CORP (CVX).

First Fiduciary Investment Counsel, Inc. 於截至 2026-03-31 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
1UNPUnion Pacific CORP+1.2%+104.54%加碼
2SOSouthern Co/the+1.2%+1199.23%加碼
3JNJJohnson & Johnson+0.9%+2.64%加碼
4EQIXEquinix INC+0.7%-5.07%減碼
5LMTLockheed Martin CORP+0.7%-1.64%減碼
6PSXPhillips 66+0.6%-1.00%減碼
7AMGNAmgen INC+0.5%+32.00%加碼
8NEENextera Energy INC+0.5%+0.63%加碼
9HONHoneywell International INC+0.5%-4.46%減碼
10SLBSlb LTD+0.4%-2.68%減碼
11MARMarriott International -cl A+0.3%-0.16%減碼
12KOCoca-cola Co/the+0.3%-1.45%減碼
13TXNTexas Instruments INC+0.3%+0.13%加碼
14WMWaste Management INC+0.3%+0.25%加碼
15PFEPfizer INC+0.2%-1.90%減碼
16MDLZMondelez International Inc-a+0.2%-1.06%減碼
17LOWLowe's Cos INC0%-0.97%減碼
18WMTWalmart INC0%-0.97%減碼
19LLYEli Lilly & Co0%-5.00%減碼
20WFCWells Fargo & Co0%—不變
21AMZNAmazon.com INC0%-11.66%減碼
22AXPAmerican Express Co0%-7.28%減碼
23MRKMerck & Co. INC.0%-23.40%減碼
24XOMExxon Mobil CORP0%-49.10%減碼
25GOOGLAlphabet Inc-cl A-0.1%+2.02%加碼
26AAPLApple INC-0.1%-17.21%減碼
27GOOGAlphabet Inc-cl C-0.1%-50.56%減碼
28ABBVAbbvie INC-0.1%-72.05%減碼
29ALCAlcon Inc.-0.1%-6.27%減碼
30HDHome Depot INC-0.2%-65.03%減碼
31ACNAccenture plc-0.2%+0.40%加碼
32NDAQNasdaq INC-0.2%+1.31%加碼
33DHRDanaher CORP-0.3%-2.97%減碼
34BLKBlackrock INC-0.4%-0.76%減碼
35DISWalt Disney Co/the-0.4%-1.03%減碼
36ORCLOracle CORP-0.4%-0.79%減碼
37BXBlackstone INC-0.5%-0.57%減碼
38NVSNovartis Ag-sponsored Adr-0.6%-27.03%減碼
39COFCapital One Financial CORP-0.6%-1.40%減碼
40JPMJpmorgan Chase & Co-0.8%-4.40%減碼
41GSGoldman Sachs Group INC-1.2%-22.60%減碼
42MSFTMicrosoft CORP-1.6%-2.47%減碼
43UPSUnited Parcel Service-cl B—EXIT清倉
44ABTAbbott Laboratories—EXIT清倉
45NSCNorfolk Southern CORP—EXIT清倉
46LNTAlliant Energy CORP—EXIT清倉
47CVXChevron CORP—EXIT清倉
48GISGeneral Mills INC—EXIT清倉
49ALLAllstate CORP—EXIT清倉
50CATCaterpillar INC—NEW新建倉

FAQ

First Fiduciary Investment Counsel, Inc. 是什麼機構？屬於哪種投資人類型？
First Fiduciary Investment Counsel, Inc. 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（2026-03-31），該機構追蹤的股票投資組合估值約為 US$5.0億，分佈在 66 個已申報部位之中。
First Fiduciary Investment Counsel, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，First Fiduciary Investment Counsel, Inc. 按市值排列的前幾大持股為： 1. Jpmorgan Chase & Co (JPM) — US$3565.4萬 (7.2%) 2. Microsoft CORP (MSFT) — US$2738.5萬 (5.5%) 3. Lowe's Cos INC (LOW) — US$2256.6萬 (4.5%) 4. Johnson & Johnson (JNJ) — US$2224.9萬 (4.5%) 5. Blackrock INC (BLK) — US$2167.4萬 (4.4%)
First Fiduciary Investment Counsel, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，First Fiduciary Investment Counsel, Inc. 共進行了 49 項顯著調整：新建倉 1 個部位、加碼 10 個既有持股、減碼 31 個部位，並完全清倉 7 個持股。 其中幅度最大的異動：清倉: United Parcel Service-cl B (UPS); 清倉: Abbott Laboratories (ABT); 清倉: Norfolk Southern CORP (NSC); 清倉: Alliant Energy CORP (LNT); 清倉: Chevron CORP (CVX)
First Fiduciary Investment Counsel, Inc. 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，First Fiduciary Investment Counsel, Inc. 的主要板塊分佈如下： • Financials: 22.8% • Health Care: 14.8% • Information Technology: 13.2% • Industrials: 12.5% • Consumer Discretionary: 10.8% • Consumer Staples: 9.7%