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Lederer & Associates Investment Counsel/ca

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$1.5亿

申报季度: 2026-06-30 · 持股只数: 84

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA在最新一期 13F 报告中披露了 84 项持股，申报期为 2026-06-30，总持股市值约为 US$1.5亿，季度换手率为 18.9%。

机构性格雪花图

集中度
10.8
持仓稳定性
18.86
动能／逆势
100
行业集中度
56.5
多样化
100
仓位均衡度
88.68

近期动向

  • 清仓 XOM

  • 新建仓 30233Q108

  • 新建仓 MCD

  • 新建仓 SCHW

  • 清仓 DAL

  • 清仓 HON

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

#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8.71%+0.04%-5.16%
2NVDANvidia CORP股票-科技6.11%+0.37%-0.17%
3MSFTMicrosoft CORP股票-科技5.59%-0.33%+0.84%
4GOOGLAlphabet Inc-cl A股票-通信服务4.82%+0.52%-2.88%
5AMZNAmazon.com INC股票-周期性消费3.36%+0.19%-0.32%
6AVGOBroadcom INC股票-科技2.80%+0.27%-2.45%
7METAMeta Platforms Inc-class A股票-通信服务2.33%-0.10%+4.55%
8VVisa Inc-class A Shares股票-金融2.15%+0.11%+0.03%
9CSCOCisco Systems INC股票-科技2.00%+0.56%-1.58%
10JPMJpmorgan Chase & Co股票-金融1.92%+0.03%-1.85%
11BRK-BBerkshire Hathaway Inc-cl B股票-其他1.90%-0.05%+0.52%
12JNJJohnson & Johnson股票-医疗保健1.87%—-1.73%
13ABBVAbbvie INC股票-医疗保健1.75%+0.08%-2.06%
14ADPAutomatic Data Processing股票-科技1.70%+0.18%+8.63%
15GLWCorning INC股票-科技1.69%—-46.76%
16BLKBlackrock INC股票-金融1.66%—-1.80%
17CBChubb Limited股票-金融1.65%—-1.88%
18GLDSpdr Gold SharesETF-避险与商品1.58%-0.41%—
19NEENextera Energy INC股票-公用事业1.55%-0.24%-1.36%
20LINLinde plc股票-原材料1.46%—-1.49%
21SCHVSchwab US Large-cap ValueETF-其他1.38%—-11.26%
22✓ 股票-其他1.34%+1.34%NEW
23WMWaste Management INC股票-工业1.33%—-1.33%
24COSTCostco Wholesale CORP股票-非周期性消费1.30%-0.19%-0.19%
25AMGNAmgen INC股票-医疗保健1.26%-0.21%-10.31%
26UNPUnion Pacific CORP股票-工业1.21%+0.03%-1.50%
27SCHGSchwab US Large-cap GrowthETF-其他1.13%+0.18%+10.25%
28SYKStryker CORP股票-医疗保健1.12%—+8.92%
29SPGIS&p Global INC股票-金融1.12%—+0.19%
30MLMMartin Marietta Materials股票-原材料1.11%—-0.03%
31CRWDCrowdstrike Holdings INC - A股票-科技1.09%+0.33%-20.73%
32MCDMcdonald's CORP股票-周期性消费1.09%+1.09%NEW
33SCHWSchwab (charles) CORP股票-金融1.07%+1.07%NEW
34SCHPSchwab U.s. Tips ETFETF-其他1.00%——
35UBERUber Technologies INC股票-工业0.94%+0.06%+14.75%
36BABoeing Co/the股票-工业0.91%—-2.78%
37PGProcter & Gamble Co/the股票-非周期性消费0.88%—-0.22%
38NFLXNetflix INC股票-通信服务0.88%-0.40%-0.16%
39VRTVertiv Holdings Co-a股票-工业0.87%+0.05%-14.86%
40ABNBAirbnb Inc-class A股票-周期性消费0.86%+0.04%—
41SBUXStarbucks CORP股票-周期性消费0.85%+0.02%-2.54%
42HDHome Depot INC股票-周期性消费0.85%+0.06%+7.28%
43MRKMerck & Co. INC.股票-医疗保健0.81%—+0.88%
44CMECme Group INC股票-金融0.79%-0.21%+13.07%
45ITWIllinois Tool Works股票-工业0.77%—-2.25%
46AWKAmerican Water Works Co INC股票-公用事业0.77%—-1.65%
47GSGoldman Sachs Group INC股票-金融0.76%+0.08%+0.62%
48MDTMedtronic plc股票-医疗保健0.71%-0.16%-1.89%
49SYYSysco CORP股票-非周期性消费0.70%+0.04%-2.13%
50WELLWelltower INC股票-房地产0.69%+0.04%—
1–50 of 84

本季持股变动

Lederer & Associates Investment Counsel/ca 在 2026-06-30 最显著的持仓异动： 清仓: Exxon Mobil CORP (XOM); 新建仓: ; 新建仓: Mcdonald's CORP (MCD); 新建仓: Schwab (charles) CORP (SCHW); 清仓: Delta Air Lines INC (DAL).

Lederer & Associates Investment Counsel/ca 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
1✓ +1.3%NEW新建仓
2MCDMcdonald's CORP+1.1%NEW新建仓
3SCHWSchwab (charles) CORP+1.1%NEW新建仓
4CSCOCisco Systems INC+0.6%-1.58%减仓
5GOOGLAlphabet Inc-cl A+0.5%-2.88%减仓
6GLDMSpdr Gold Minishares Trust+0.5%NEW新建仓
7NVDANvidia CORP+0.4%-0.17%减仓
8CRWDCrowdstrike Holdings INC - A+0.3%-20.73%减仓
9✓ +0.3%NEW新建仓
10✓ +0.3%NEW新建仓
11AVGOBroadcom INC+0.3%-2.45%减仓
12IBMIntl Business Machines CORP+0.2%+34.47%加仓
13AMZNAmazon.com INC+0.2%-0.32%减仓
14ADPAutomatic Data Processing+0.2%+8.63%加仓
15SCHGSchwab US Large-cap Growth+0.2%+10.25%加仓
16VVisa Inc-class A Shares+0.1%+0.03%加仓
17SCHDSchwab US Dvd Equity ETF+0.1%+23.08%加仓
18WATWaters CORP+0.1%—不变
19ABBVAbbvie INC+0.1%-2.06%减仓
20GSGoldman Sachs Group INC+0.1%+0.62%加仓
21UBERUber Technologies INC+0.1%+14.75%加仓
22HDHome Depot INC+0.1%+7.28%加仓
23VRTVertiv Holdings Co-a+0.1%-14.86%减仓
24AAPLApple INC0%-5.16%减仓
25ABNBAirbnb Inc-class A0%—不变
26SYYSysco CORP0%-2.13%减仓
27WELLWelltower INC0%—不变
28CPAYCorpay INC0%—不变
29JPMJpmorgan Chase & Co0%-1.85%减仓
30UNPUnion Pacific CORP0%-1.50%减仓
31PEPPepsico INC0%+28.43%加仓
32GOOGAlphabet Inc-cl C0%-8.80%减仓
33SBUXStarbucks CORP0%-2.54%减仓
34BRK-BBerkshire Hathaway Inc-cl B-0.1%+0.52%加仓
35METAMeta Platforms Inc-class A-0.1%+4.55%加仓
36CVXChevron CORP-0.2%+2.09%加仓
37GDXVaneck Gold Miners ETF-0.2%EXIT清仓
38MDTMedtronic plc-0.2%-1.89%减仓
39CTSHCognizant Tech Solutions-a-0.2%—不变
40COSTCostco Wholesale CORP-0.2%-0.19%减仓
41CMECme Group INC-0.2%+13.07%加仓
42AMGNAmgen INC-0.2%-10.31%减仓
43NEENextera Energy INC-0.2%-1.36%减仓
44MSFTMicrosoft CORP-0.3%+0.84%加仓
45NFLXNetflix INC-0.4%-0.16%减仓
46GLDSpdr Gold Shares-0.4%—不变
47OTISOtis Worldwide CORP-0.6%EXIT清仓
48HONHoneywell International INC-0.6%EXIT清仓
49DALDelta Air Lines INC-1.1%EXIT清仓
50XOMExxon Mobil CORP-1.8%EXIT清仓

FAQ

Lederer & Associates Investment Counsel/ca 是什么机构？属于哪种投资人类型？
Lederer & Associates Investment Counsel/ca 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$1.5亿，分布在 84 个已申报仓位之中。
Lederer & Associates Investment Counsel/ca 目前前几大持股有哪些？
根据最新 13F 申报，Lederer & Associates Investment Counsel/ca 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$1323.3万 (8.7%) 2. Nvidia CORP (NVDA) — US$927.6万 (6.1%) 3. Microsoft CORP (MSFT) — US$849.0万 (5.6%) 4. Alphabet Inc-cl A (GOOGL) — US$732.8万 (4.8%) 5. Amazon.com INC (AMZN) — US$510.0万 (3.4%)
Lederer & Associates Investment Counsel/ca 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lederer & Associates Investment Counsel/ca 共进行了 44 项显著调整：新建仓 6 个仓位、加仓 14 个既有持股、减仓 19 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Exxon Mobil CORP (XOM); 新建仓: ; 新建仓: Mcdonald's CORP (MCD); 新建仓: Schwab (charles) CORP (SCHW); 清仓: Delta Air Lines INC (DAL)
Lederer & Associates Investment Counsel/ca 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，Lederer & Associates Investment Counsel/ca 的主要板块分布如下： • Information Technology: 36.2% • Financials: 14.6% • Communication Services: 10.2% • Health Care: 9.5% • Consumer Discretionary: 8.0% • Industrials: 6.9%