GI

Gateway Investment Advisers LLC

分散型投资策略趋势追踪型

申报总市值

US$89.7亿

申报季度: 2026-03-31 · 持股只数: 684

GATEWAY INVESTMENT ADVISERS LLC在最新一期 13F 报告中披露了 684 项持股，申报期为 2026-03-31，总持股市值约为 US$89.7亿，季度换手率为 26.8%。

机构性格雪花图

集中度
11.28
持仓稳定性
26.75
动能／逆势
97.3
行业集中度
55.85
多样化
100
仓位均衡度
57.2

近期动向

  • 减仓 MSFT

    -14.3%　-US$2.4亿

  • 加仓 NVDA

    -6.5%　-US$1.4亿

  • 加仓 XOM

    -17.5%　US$1639.5万

  • 减仓 AMZN

    -15.2%　-US$1.1亿

  • 减仓 TSLA

    -13.5%　-US$6390.9万

  • 减仓 AVGO

    -15.9%　-US$7108.1万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技10.59%+0.49%-6.47%
2AAPLApple INC股票-科技7.58%-0.23%-13.15%
3MSFTMicrosoft CORP股票-科技5.09%-1.38%-14.28%
4AMZNAmazon.com INC股票-周期性消费3.84%-0.35%-15.17%
5GOOGAlphabet Inc-cl C股票-通信服务3.84%-0.08%-10.66%
6METAMeta Platforms Inc-class A股票-通信服务3.24%-0.21%-9.68%
7AVGOBroadcom INC股票-科技2.40%-0.26%-15.92%
8JPMJpmorgan Chase & Co股票-金融1.90%-0.14%-15.02%
9BRK-BBerkshire Hathaway Inc-cl B股票-其他1.86%-0.07%-15.67%
10TSLATesla INC股票-周期性消费1.79%-0.30%-13.49%
11GOOGLAlphabet Inc-cl A股票-通信服务1.53%-0.26%-22.54%
12LLYEli Lilly & Co股票-医疗保健1.39%-0.19%-14.34%
13VVisa Inc-class A Shares股票-金融1.33%-0.19%-15.10%
14XOMExxon Mobil CORP股票-能源1.30%+0.37%-17.49%
15JNJJohnson & Johnson股票-医疗保健1.17%—-16.28%
16CATCaterpillar INC股票-工业1.04%—-15.77%
17RTXRtx CORP股票-工业1.01%+0.07%-14.18%
18WMTWalmart INC股票-非周期性消费0.95%—-11.89%
19HDHome Depot INC股票-周期性消费0.92%-0.01%-14.14%
20BACBank Of America CORP股票-金融0.91%+0.07%+1.51%
21COSTCostco Wholesale CORP股票-非周期性消费0.84%—-16.71%
22MSMorgan Stanley股票-金融0.82%—+1.22%
23NFLXNetflix INC股票-通信服务0.77%+0.01%-17.13%
24ABBVAbbvie INC股票-医疗保健0.77%-0.03%-15.52%
25PLTRPalantir Technologies Inc-a股票-科技0.76%-0.11%-10.52%
26CSCOCisco Systems INC股票-科技0.75%—-16.95%
27CVXChevron CORP股票-能源0.72%—-20.77%
28INSMInsmed INC股票-医疗保健0.67%——
29WFCWells Fargo & Co股票-金融0.66%—+3.84%
30AMDAdvanced Micro Devices股票-科技0.62%-0.03%-15.27%
31PHParker Hannifin CORP股票-工业0.60%-0.02%-20.51%
32MRKMerck & Co. INC.股票-医疗保健0.60%—-17.36%
33MUMicron Technology INC股票-科技0.57%—-19.68%
34AEPAmerican Electric Power股票-公用事业0.55%—+0.55%
35PEPPepsico INC股票-非周期性消费0.52%—+0.88%
36HONHoneywell International INC股票-工业0.52%—-11.12%
37LOWLowe's Cos INC股票-周期性消费0.51%—-12.95%
38ISRGIntuitive Surgical INC股票-医疗保健0.51%-0.01%+0.78%
39UNHUnitedhealth Group INC股票-医疗保健0.50%-0.11%-16.21%
40COPConocophillips股票-能源0.50%—-16.05%
41ETNEaton Corporation plc股票-工业0.50%—+1.16%
42HLTHilton Worldwide Holdings In股票-周期性消费0.50%—+1.13%
43WMWaste Management INC股票-工业0.50%—-16.30%
44ORCLOracle CORP股票-科技0.48%-0.16%-17.05%
45MCDMcdonald's CORP股票-周期性消费0.47%—+1.06%
46CMICummins INC股票-工业0.47%—+0.58%
47AFLAflac INC股票-金融0.46%—-1.37%
48ABTAbbott Laboratories股票-医疗保健0.46%-0.11%-17.06%
49AMGNAmgen INC股票-医疗保健0.46%—-15.26%
50DEDeere & Co股票-工业0.45%—+0.72%
1–50 of 684

本季持股变动

Gateway Investment Advisers LLC 在 2026-03-31 最显著的持仓异动： 减仓: Microsoft CORP (MSFT) — 股数 -14.28%; 减仓: Nvidia CORP (NVDA) — 股数 -6.47%; 减仓: Exxon Mobil CORP (XOM) — 股数 -17.49%; 减仓: Amazon.com INC (AMZN) — 股数 -15.17%; 减仓: Tesla INC (TSLA) — 股数 -13.49%.

Gateway Investment Advisers 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
1NVDANvidia CORP+0.5%-6.47%减仓
2XOMExxon Mobil CORP+0.4%-17.49%减仓
3WDCWestern Digital CORP+0.3%+127.05%加仓
4IBMIntl Business Machines CORP+0.2%+660.00%加仓
5SNDKSandisk CORP+0.2%+98.33%加仓
6LRCXLam Research CORP+0.2%+27.55%加仓
7GLWCorning INC+0.2%-11.76%减仓
8KMBKimberly-clark CORP+0.1%+1216.89%加仓
9RTXRtx CORP+0.1%-14.18%减仓
10BACBank Of America CORP+0.1%+1.51%加仓
11NFLXNetflix INC0%-17.13%减仓
12CSCOCisco Systems INC—-16.95%减仓
13HDHome Depot INC0%-14.14%减仓
14ISRGIntuitive Surgical INC0%+0.78%加仓
15PHParker Hannifin CORP0%-20.51%减仓
16ABBVAbbvie INC0%-15.52%减仓
17AMDAdvanced Micro Devices0%-15.27%减仓
18ELVElevance Health INC-0.1%-14.58%减仓
19BRK-BBerkshire Hathaway Inc-cl B-0.1%-15.67%减仓
20AJGArthur J Gallagher & Co-0.1%-17.58%减仓
21GOOGAlphabet Inc-cl C-0.1%-10.66%减仓
22ADPAutomatic Data Processing-0.1%-16.57%减仓
23APPApplovin Corp-class A-0.1%-21.75%减仓
24MAMastercard INC - A-0.1%-39.17%减仓
25KEYKeycorp-0.1%-93.89%减仓
26BKNGBooking Holdings INC-0.1%-19.68%减仓
27KOCoca-cola Co/the-0.1%-55.61%减仓
28CRMSalesforce INC-0.1%-68.46%减仓
29PLTRPalantir Technologies Inc-a-0.1%-10.52%减仓
30UNHUnitedhealth Group INC-0.1%-16.21%减仓
31ABTAbbott Laboratories-0.1%-17.06%减仓
32TMOThermo Fisher Scientific INC-0.1%-71.52%减仓
33ADBEAdobe INC-0.1%-16.48%减仓
34COFCapital One Financial CORP-0.1%-20.35%减仓
35QCOMQualcomm INC-0.1%-19.14%减仓
36JPMJpmorgan Chase & Co-0.1%-15.02%减仓
37NOWServicenow INC-0.1%-18.62%减仓
38PGProcter & Gamble Co/the-0.1%-82.07%减仓
39IBITIshares Bitcoin Trust ETF-0.2%-94.05%减仓
40ORCLOracle CORP-0.2%-17.05%减仓
41BSXBoston Scientific CORP-0.2%-14.01%减仓
42LLYEli Lilly & Co-0.2%-14.34%减仓
43VVisa Inc-class A Shares-0.2%-15.10%减仓
44METAMeta Platforms Inc-class A-0.2%-9.68%减仓
45AAPLApple INC-0.2%-13.15%减仓
46AVGOBroadcom INC-0.3%-15.92%减仓
47GOOGLAlphabet Inc-cl A-0.3%-22.54%减仓
48TSLATesla INC-0.3%-13.49%减仓
49AMZNAmazon.com INC-0.4%-15.17%减仓
50MSFTMicrosoft CORP-1.4%-14.28%减仓

FAQ

Gateway Investment Advisers LLC 是什么机构？属于哪种投资人类型？
Gateway Investment Advisers 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$89.7亿，分布在 684 个已申报仓位之中。
Gateway Investment Advisers LLC 目前前几大持股有哪些？
根据最新 13F 申报，Gateway Investment Advisers LLC 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$9.5亿 (10.6%) 2. Apple INC (AAPL) — US$6.8亿 (7.6%) 3. Microsoft CORP (MSFT) — US$4.6亿 (5.1%) 4. Amazon.com INC (AMZN) — US$3.4亿 (3.8%) 5. Alphabet Inc-cl C (GOOG) — US$3.4亿 (3.8%)
Gateway Investment Advisers LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Gateway Investment Advisers LLC 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 7 个既有持股、减仓 43 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：减仓: Microsoft CORP (MSFT) — 股数 -14.28%; 减仓: Nvidia CORP (NVDA) — 股数 -6.47%; 减仓: Exxon Mobil CORP (XOM) — 股数 -17.49%; 减仓: Amazon.com INC (AMZN) — 股数 -15.17%; 减仓: Tesla INC (TSLA) — 股数 -13.49%
Gateway Investment Advisers 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，Gateway Investment Advisers LLC 的主要板块分布如下： • Information Technology: 35.7% • Financials: 12.4% • Communication Services: 10.7% • Consumer Discretionary: 10.3% • Health Care: 9.7% • Industrials: 8.8%