GL

Great Lakes Advisors, LLC

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$120.6亿

申报季度: 2026-03-31 · 持股只数: 1698

GREAT LAKES ADVISORS, LLC在最新一期 13F 报告中披露了 1698 项持股，申报期为 2026-03-31，总持股市值约为 US$120.6亿，季度换手率为 20.7%。

机构性格雪花图

集中度
3.81
持仓稳定性
20.7
动能／逆势
100
行业集中度
36.84
多样化
100
仓位均衡度
74.41

近期动向

  • 加仓 XOM

    +3.7%　US$8098.7万

  • 加仓 HGER

    +43.6%　US$5263.7万

  • 减仓 WFC

    -12.2%　-US$5214.5万

  • 减仓 BSX

    +5.7%　-US$5152.3万

  • 加仓 COP

    +3.5%　US$4446.0万

  • 加仓 PWR

    +1.5%　US$3473.4万

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 792 大持股（共 1698 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
1GOOGLAlphabet Inc-cl A股票-通信服务2.87%—+4.70%
2JPMJpmorgan Chase & Co股票-金融2.77%-0.09%+4.25%
3XOMExxon Mobil CORP股票-能源2.12%+0.69%+3.74%
4AMZNAmazon.com INC股票-周期性消费2.10%-0.17%+0.78%
5RTXRtx CORP股票-工业1.60%+0.16%+3.65%
6MRKMerck & Co. INC.股票-医疗保健1.57%—-6.42%
7LINLinde plc股票-原材料1.51%+0.29%+4.65%
8MSFTMicrosoft CORP股票-科技1.50%-0.27%+8.77%
9PHParker Hannifin CORP股票-工业1.49%—+3.26%
10NVDANvidia CORP股票-科技1.45%-0.10%-1.63%
11BACBank Of America CORP股票-金融1.42%-0.22%-3.91%
12MUMicron Technology INC股票-科技1.33%—-15.73%
13TJXTjx Companies INC股票-周期性消费1.30%+0.23%+14.98%
14WFCWells Fargo & Co股票-金融1.30%-0.40%-12.16%
15BLKBlackrock INC股票-金融1.26%-0.10%+1.31%
16GILDGilead Sciences INC股票-医疗保健1.26%+0.24%+6.58%
17HIGHartford Insurance Group INC股票-金融1.23%—+2.44%
18GSGoldman Sachs Group INC股票-金融1.19%—+2.10%
19DISWalt Disney Co/the股票-通信服务1.19%-0.24%-2.95%
20PWRQuanta Services INC股票-工业1.19%+0.31%+1.48%
21METAMeta Platforms Inc-class A股票-通信服务1.18%—+11.39%
22AVGOBroadcom INC股票-科技1.17%-0.12%+0.33%
23COPConocophillips股票-能源1.17%+0.38%+3.47%
24ABTAbbott Laboratories股票-医疗保健1.16%-0.18%+3.54%
25CSXCsx CORP股票-工业1.14%+0.19%+3.82%
26PEPPepsico INC股票-非周期性消费1.10%—+2.58%
27ICEIntercontinental Exchange In股票-金融1.08%—+2.43%
28CSCOCisco Systems INC股票-科技1.08%—+2.85%
29MLMMartin Marietta Materials股票-原材料1.06%—+18.63%
30GLIFXLazard Glbl Lstd Infra-inst股票-其他1.06%+0.24%+19.95%
31LOWLowe's Cos INC股票-周期性消费1.03%—+3.96%
32HGERHarbor Commodity All WeatherETF-避险与商品0.99%+0.45%+43.62%
33ABBVAbbvie INC股票-医疗保健0.98%-0.13%-8.70%
34BSXBoston Scientific CORP股票-医疗保健0.98%-0.40%+5.74%
35DALDelta Air Lines INC股票-工业0.98%—+3.16%
36CEMIXCauseway Emerging Mkts-inst股票-其他0.95%—+6.87%
37RNRRenaissanceRe Holdings Ltd.股票-金融0.94%-0.17%-20.56%
38BRK-BBerkshire Hathaway Inc-cl B股票-其他0.94%-0.14%-9.95%
39DUKDuke Energy CORP股票-公用事业0.93%+0.14%+3.32%
40GMGeneral Motors Co股票-周期性消费0.92%—+0.71%
41AAPLApple INC股票-科技0.91%—-3.64%
42CORCencora INC股票-医疗保健0.90%—+2.38%
43GEVGE Vernova INC股票-工业0.88%+0.24%+1.25%
44ROKRockwell Automation INC股票-工业0.87%—+3.68%
45TMOThermo Fisher Scientific INC股票-医疗保健0.85%—+3.00%
46FOXAFox CORP - Class A股票-通信服务0.84%-0.17%+1.50%
47PYODXVictory Pioneer Fund-y股票-其他0.81%+0.13%+19.63%
48BABoeing Co/the股票-工业0.81%—+3.28%
49IVVIshares Core S&p 500 ETFETF-大型股与成长0.80%—+3.21%
50FCXFreeport-mcmoran INC股票-原材料0.79%+0.14%+4.58%
1–50 of 792

本季持股变动

Great Lakes Advisors, LLC 在 2026-03-31 最显著的持仓异动： 加仓: Exxon Mobil CORP (XOM) — 股数 +3.74%; 加仓: Harbor Commodity All Weather (HGER) — 股数 +43.62%; 减仓: Wells Fargo & Co (WFC) — 股数 -12.16%; 加仓: Boston Scientific CORP (BSX) — 股数 +5.74%; 加仓: Conocophillips (COP) — 股数 +3.47%.

Great Lakes Advisors, LLC 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+0.7%+3.74%加仓
2HGERHarbor Commodity All Weather+0.5%+43.62%加仓
3COPConocophillips+0.4%+3.47%加仓
4PWRQuanta Services INC+0.3%+1.48%加仓
5LINLinde plc+0.3%+4.65%加仓
6GEVGE Vernova INC+0.2%+1.25%加仓
7GLIFXLazard Glbl Lstd Infra-inst+0.2%+19.95%加仓
8GILDGilead Sciences INC+0.2%+6.58%加仓
9TJXTjx Companies INC+0.2%+14.98%加仓
10IEFAIshares Core Msci Eafe ETF+0.2%+67.86%加仓
11SLBSlb LTD+0.2%+0.09%加仓
12CSXCsx CORP+0.2%+3.82%加仓
13RRGIXDws Rreef Gl Rl Est Sec-inst+0.2%+256.80%加仓
14JERIXJanus Hndrsn Glbl Rl Est-i+0.2%+58.39%加仓
15EOGEog Resources INC+0.2%+13.73%加仓
16RTXRtx CORP+0.2%+3.65%加仓
17NEENextera Energy INC+0.2%+11.00%加仓
18FCXFreeport-mcmoran INC+0.1%+4.58%加仓
19DUKDuke Energy CORP+0.1%+3.32%加仓
20PYODXVictory Pioneer Fund-y+0.1%+19.63%加仓
21JPMJpmorgan Chase & Co-0.1%+4.25%加仓
22NVDANvidia CORP-0.1%-1.63%减仓
23BLKBlackrock INC-0.1%+1.31%加仓
24AVGOBroadcom INC-0.1%+0.33%加仓
25ABBVAbbvie INC-0.1%-8.70%减仓
26GOOGAlphabet Inc-cl C-0.1%-13.91%减仓
27PEGPublic Service Enterprise Gp-0.1%-43.93%减仓
28UBERUber Technologies INC-0.1%-95.77%减仓
29BRK-BBerkshire Hathaway Inc-cl B-0.1%-9.95%减仓
30MCKMckesson CORP-0.1%-37.07%减仓
31EMREmerson Electric Co-0.1%-43.34%减仓
32EXPEExpedia Group INC-0.2%-42.08%减仓
33CMICummins INC-0.2%-41.82%减仓
34CIVIXCauseway Intl Val-inst-0.2%-15.82%减仓
35BKNGBooking Holdings INC-0.2%-39.08%减仓
36ACGLArch Capital Group Ltd.-0.2%-45.71%减仓
37AMZNAmazon.com INC-0.2%+0.78%加仓
38FOXAFox CORP - Class A-0.2%+1.50%加仓
39RNRRenaissanceRe Holdings Ltd.-0.2%-20.56%减仓
40GEGeneral Electric-0.2%-49.25%减仓
41SSNCSs&c Technologies Holdings-0.2%-45.47%减仓
42ABTAbbott Laboratories-0.2%+3.54%加仓
43PMPhilip Morris International-0.2%-52.39%减仓
44BACBank Of America CORP-0.2%-3.91%减仓
45CCitigroup INC-0.2%-29.46%减仓
46DISWalt Disney Co/the-0.2%-2.95%减仓
47MSFTMicrosoft CORP-0.3%+8.77%加仓
48AXPAmerican Express Co-0.3%-15.36%减仓
49WFCWells Fargo & Co-0.4%-12.16%减仓
50BSXBoston Scientific CORP-0.4%+5.74%加仓

FAQ

Great Lakes Advisors, LLC 是什么机构？属于哪种投资人类型？
Great Lakes Advisors, LLC 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$120.6亿，分布在 1698 个已申报仓位之中。
Great Lakes Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Great Lakes Advisors, LLC 按市值排列的前几大持股为： 1. Alphabet Inc-cl A (GOOGL) — US$3.5亿 (2.9%) 2. Jpmorgan Chase & Co (JPM) — US$3.3亿 (2.8%) 3. Exxon Mobil CORP (XOM) — US$2.6亿 (2.1%) 4. Amazon.com INC (AMZN) — US$2.5亿 (2.1%) 5. Rtx CORP (RTX) — US$1.9亿 (1.6%)
Great Lakes Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Great Lakes Advisors, LLC 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 28 个既有持股、减仓 22 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：加仓: Exxon Mobil CORP (XOM) — 股数 +3.74%; 加仓: Harbor Commodity All Weather (HGER) — 股数 +43.62%; 减仓: Wells Fargo & Co (WFC) — 股数 -12.16%; 加仓: Boston Scientific CORP (BSX) — 股数 +5.74%; 加仓: Conocophillips (COP) — 股数 +3.47%
Great Lakes Advisors, LLC 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，Great Lakes Advisors, LLC 的主要板块分布如下： • Financials: 20.0% • Industrials: 15.5% • Information Technology: 13.0% • Health Care: 12.4% • Communication Services: 9.0% • Consumer Discretionary: 8.7%