WR
Weybosset Research & Management LLC
趨勢追蹤型高品質投資策略分散型投資策略
申報總市值
US$3.5億
申報季度: 2026-03-31 · 持股檔數: 33
WEYBOSSET RESEARCH & MANAGEMENT LLC在最新一期 13F 報告中揭露了 33 項持股，申報期為 2026-03-31，總持股市值約為 US$3.5億，季度換手率為 17.6%。
機構性格雪花圖
- 集中度
- 20.34
- 持倉穩定性
- 17.65
- 動能／逆勢
- 100
- 產業集中度
- 55.27
- 多樣化
- 66
- 倉位均衡度
- 91.64
近期動向
加碼 AMZN
+3857.2% US$913.2萬
加碼 KEYS
-1.2% US$779.2萬
減碼 CHRW
-50.2% -US$483.4萬
減碼 CPRT
+4.3% -US$275.6萬
減碼 AGM
-0.4% -US$289.3萬
加碼 AZ
+71.6% US$443.6萬
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 |
|---|---|---|---|---|---|---|---|
| 1 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 8.49% | +0.74% | -5.83% | |
| 2 | KEYS | Keysight Technologies In | 股票-科技 | 8.27% | +1.83% | -1.20% | |
| 3 | DE | Deere & Co | 股票-工業 | 7.53% | +0.70% | -2.47% | |
| 4 | TJX | Tjx Companies INC | 股票-循環性消費 | 6.22% | -0.26% | -1.30% | |
| 5 | CPRT | Copart INC | 股票-工業 | 6.09% | -1.28% | +4.32% | |
| 6 | CMI | Cummins INC | 股票-工業 | 5.89% | -0.30% | -3.51% | |
| 7 | NYT | New York Times Co-a | 股票-通訊服務 | 5.04% | +0.55% | -0.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.63% | -0.83% | -1.23% | |
| 9 | AGM | Federal Agric Mtg Corp-cl C | 股票-其他 | 4.44% | -1.20% | -0.38% | |
| 10 | WMB | Williams Cos INC | 股票-能源 | 4.19% | +0.47% | -0.34% | |
| 11 | GD | General Dynamics CORP | 股票-工業 | 4.14% | -0.24% | -0.72% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.74% | -0.52% | -1.49% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.59% | +0.32% | -0.34% | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 3.37% | -0.23% | -0.54% | |
| 15 | OZK | Bank Ozk | 股票-金融 | 3.17% | -0.21% | +0.53% | |
| 16 | CB | Chubb Limited | 股票-金融 | 3.16% | -0.06% | +0.25% | |
| 17 | LH | Labcorp Holdings INC | 股票-醫療保健 | 2.98% | +0.01% | +1.11% | |
| 18 | AZ | A2z Cust2mate Solutions CORP | 股票-其他 | 2.97% | +1.17% | +71.59% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.71% | +2.63% | +3857.19% | |
| 20 | CNI | Canadian Natl Railway Co | 股票-工業 | 2.56% | +0.08% | +6.13% | |
| 21 | EXP | Eagle Materials INC | 股票-原物料 | 2.42% | -0.05% | +14.55% | |
| 22 | CHRW | C.h. Robinson Worldwide INC | 股票-工業 | 1.48% | -1.59% | -50.19% | |
| 23 | EXPD | Expeditors Intl Wash INC | 股票-工業 | 0.91% | -1.12% | -50.13% | |
| 24 | INGR | Ingredion INC | 股票-非循環性消費 | 0.64% | -0.04% | — | |
| 25 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.45% | -0.10% | — | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | +0.06% | — | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.12% | -0.01% | +1.26% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.11% | +0.01% | +23.57% | |
| 29 | NRG | Nrg Energy INC | 股票-公用事業 | 0.10% | -0.01% | — | |
| 30 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.10% | -0.03% | — | |
| 31 | IDCC | Interdigital INC | 股票-科技 | 0.09% | -0.01% | — | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.08% | -0.02% | +14.60% | |
| 33 | BHVN | Biohaven Ltd. | 股票-其他 | 0.06% | -0.02% | — |
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 33 | US$3.5億 | 18 | |
| 2025-12-31 | 35 | US$3.2億 | 12 | |
| 2025-09-30 | 35 | US$3.1億 | 28 | |
| 2025-06-30 | 35 | US$2.9億 | 0 | |
| 2025-03-31 | 34 | US$2.9億 | 100 | |
| 2024-12-31 | 51 | US$2.9億 | 0 | |
| 2024-09-30 | 52 | US$3.0億 | 0 | |
| 2024-06-30 | 47 | US$2.7億 | 0 | |
| 2024-03-31 | 45 | US$2.9億 | 0 | |
| 2023-12-31 | 46 | US$2.8億 | 0 | |
| 2023-09-30 | 41 | US$2.5億 | 0 | |
| 2023-06-30 | 45 | US$2.7億 | 0 | |
| 2023-03-31 | 60 | US$2.6億 | 0 | |
| 2022-12-31 | 56 | US$2.6億 | 0 | |
| 2022-09-30 | 53 | US$2.3億 | 0 | |
| 2022-06-30 | 48 | US$2.0億 | 0 | |
| 2021-12-31 | 50 | US$2.7億 | 0 | |
| 2021-09-30 | 53 | US$2.5億 | 0 | |
| 2021-06-30 | 50 | US$2.5億 | 99 | |
| 2021-03-31 | 51 | US$2.4億 | 25 | |
| 2020-12-31 | 48 | US$2.2億 | 20 | |
| 2020-09-30 | 52 | US$1.8億 | 15 | |
| 2020-06-30 | 51 | US$1.7億 | 23 | |
| 2020-03-31 | 53 | US$1.4億 | 31 | |
| 2019-12-31 | 58 | US$1.9億 | 10 | |
| 2019-09-30 | 43 | US$1.7億 | 11 | |
| 2019-06-30 | 55 | US$1.7億 | 16 | |
| 2019-03-31 | 56 | US$1.7億 | 32 | |
| 2018-12-31 | 52 | US$1.5億 | 18 | |
| 2018-09-30 | 55 | US$1.7億 | 12 | |
| 2018-06-30 | 54 | US$1.7億 | 11 | |
| 2018-03-31 | 54 | US$1.7億 | 32 | |
| 2017-12-31 | 57 | US$1.6億 | 13 | |
| 2017-09-30 | 57 | US$1.5億 | 9 | |
| 2017-06-30 | 58 | US$1.6億 | 14 | |
| 2017-03-31 | 59 | US$1.5億 | 15 | |
| 2016-12-31 | 57 | US$1.4億 | 22 | |
| 2016-09-30 | 57 | US$1.4億 | 8 | |
| 2016-06-30 | 57 | US$1.3億 | 14 | |
| 2016-03-31 | 54 | US$1.2億 | 12 | |
| 2015-12-31 | 50 | US$1.1億 | 19 | |
| 2015-09-30 | 53 | US$1.3億 | 14 | |
| 2015-06-30 | 54 | US$1.5億 | 11 | |
| 2015-03-31 | 53 | US$1.6億 | 17 | |
| 2014-12-31 | 52 | US$1.6億 | 30 | |
| 2014-09-30 | 51 | US$1.5億 | 20 | |
| 2014-06-30 | 51 | US$1.6億 | 8 | |
| 2014-03-31 | 49 | US$1.5億 | 10 | |
| 2013-12-31 | 46 | US$1.5億 | 12 | |
| 2013-09-30 | 46 | US$1.4億 | 8 | |
| 2013-06-30 | 47 | US$1.3億 | 0 |
本季持股變動
Weybosset Research & Management LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Whirlpool CORP (WHR); 清倉: Visa Inc-class A Shares (V); 加碼: Amazon.com INC (AMZN) — 股數 +3857.19%; 減碼: Keysight Technologies In (KEYS) — 股數 -1.20%; 減碼: C.h. Robinson Worldwide INC (CHRW) — 股數 -50.19%.
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +2.6% | +3857.19% | 加碼 |
| 2 | KEYS | Keysight Technologies In | +1.8% | -1.20% | 減碼 |
| 3 | AZ | A2z Cust2mate Solutions CORP | +1.2% | +71.59% | 加碼 |
| 4 | FTAI | FTAI Aviation Ltd. | +0.7% | -5.83% | 減碼 |
| 5 | DE | Deere & Co | +0.7% | -2.47% | 減碼 |
| 6 | NYT | New York Times Co-a | +0.6% | -0.52% | 減碼 |
| 7 | WMB | Williams Cos INC | +0.5% | -0.34% | 減碼 |
| 8 | JNJ | Johnson & Johnson | +0.3% | -0.34% | 減碼 |
| 9 | CNI | Canadian Natl Railway Co | +0.1% | +6.13% | 加碼 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | — | 不變 |
| 11 | LH | Labcorp Holdings INC | 0% | +1.11% | 加碼 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +23.57% | 加碼 |
| 13 | NRG | Nrg Energy INC | 0% | — | 不變 |
| 14 | AAPL | Apple INC | 0% | +1.26% | 加碼 |
| 15 | IDCC | Interdigital INC | 0% | — | 不變 |
| 16 | BHVN | Biohaven Ltd. | 0% | — | 不變 |
| 17 | TSLA | Tesla INC | 0% | +14.60% | 加碼 |
| 18 | ISRG | Intuitive Surgical INC | 0% | — | 不變 |
| 19 | INGR | Ingredion INC | 0% | — | 不變 |
| 20 | EXP | Eagle Materials INC | -0.1% | +14.55% | 加碼 |
| 21 | CB | Chubb Limited | -0.1% | +0.25% | 加碼 |
| 22 | JKHY | Jack Henry & Associates INC | -0.1% | — | 不變 |
| 23 | OZK | Bank Ozk | -0.2% | +0.53% | 加碼 |
| 24 | CSCO | Cisco Systems INC | -0.2% | -0.54% | 減碼 |
| 25 | GD | General Dynamics CORP | -0.2% | -0.72% | 減碼 |
| 26 | TJX | Tjx Companies INC | -0.3% | -1.30% | 減碼 |
| 27 | CMI | Cummins INC | -0.3% | -3.51% | 減碼 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -1.49% | 減碼 |
| 29 | GOOGL | Alphabet Inc-cl A | -0.8% | -1.23% | 減碼 |
| 30 | EXPD | Expeditors Intl Wash INC | -1.1% | -50.13% | 減碼 |
| 31 | AGM | Federal Agric Mtg Corp-cl C | -1.2% | -0.38% | 減碼 |
| 32 | CPRT | Copart INC | -1.3% | +4.32% | 加碼 |
| 33 | CHRW | C.h. Robinson Worldwide INC | -1.6% | -50.19% | 減碼 |
| 34 | WHR | Whirlpool CORP | — | EXIT | 清倉 |
| 35 | V | Visa Inc-class A Shares | — | EXIT | 清倉 |
FAQ
Weybosset Research & Management LLC 是什麼機構？屬於哪種投資人類型？
Weybosset Research & Management LLC 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$3.5億，分佈在 33 個已申報部位之中。
Weybosset Research & Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Weybosset Research & Management LLC 按市值排列的前幾大持股為：
1. FTAI Aviation Ltd. (FTAI) — US$2944.5萬 (8.5%)
2. Keysight Technologies In (KEYS) — US$2868.1萬 (8.3%)
3. Deere & Co (DE) — US$2612.8萬 (7.5%)
4. Tjx Companies INC (TJX) — US$2156.5萬 (6.2%)
5. Copart INC (CPRT) — US$2113.2萬 (6.1%)
Weybosset Research & Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Weybosset Research & Management LLC 共進行了 28 項顯著調整：新建倉 0 個部位、加碼 11 個既有持股、減碼 15 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：清倉: Whirlpool CORP (WHR); 清倉: Visa Inc-class A Shares (V); 加碼: Amazon.com INC (AMZN) — 股數 +3857.19%; 減碼: Keysight Technologies In (KEYS) — 股數 -1.20%; 減碼: C.h. Robinson Worldwide INC (CHRW) — 股數 -50.19%
Weybosset Research & Management LLC 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，Weybosset Research & Management LLC 的主要板塊分佈如下：
• Industrials: 28.8%
• Communication Services: 17.7%
• Financials: 14.3%
• Health Care: 14.1%
• Information Technology: 13.4%
• Consumer Discretionary: 10.7%