SG

Sustainable Growth Advisers, LP

分散型投資策略逆勢操作型高品質投資策略

申報總市值

US$106.2億

申報季度: 2026-03-31 · 持股檔數: 96

Sustainable Growth Advisers, LP在最新一期 13F 報告中揭露了 96 項持股，申報期為 2026-03-31，總持股市值約為 US$106.2億，季度換手率為 42.6%。

機構性格雪花圖

集中度
15.48
持倉穩定性
42.55
動能／逆勢
0
產業集中度
63.88
多樣化
100
倉位均衡度
90.04

近期動向

  • 加碼 AVGO

    +125.7%　US$2.3億

  • 減碼 INTU

    -33.7%　-US$3.6億

  • 加碼 AXP

    +81.6%　US$1.1億

  • 減碼 MSFT

    -23.7%　-US$4.1億

  • 加碼 NFLX

    +32.3%　US$8616.7萬

  • 加碼 AAPL

    +25.1%　US$5552.8萬

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

僅顯示前 51 大持股（共 96 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1NVDANvidia CORP股票-科技7.96%+0.23%-18.83%
2AMZNAmazon.com INC股票-循環性消費6.41%-1.04%-29.69%
3MSFTMicrosoft CORP股票-科技5.47%-1.42%-23.65%
4GOOGAlphabet Inc-cl C股票-通訊服務5.11%+0.45%-11.71%
5VVisa Inc-class A Shares股票-金融4.98%-0.17%-17.32%
6WMWaste Management INC股票-工業4.37%+0.15%-26.97%
7AVGOBroadcom INC股票-科技4.26%+2.70%+125.74%
8CPCanadian Pacific Kansas City股票-工業3.86%+0.51%-20.63%
9METAMeta Platforms Inc-class A股票-通訊服務3.76%-0.15%-18.40%
10AAPLApple INC股票-科技3.65%+1.35%+25.05%
11SNPSSynopsys INC股票-科技3.36%-0.30%-19.87%
12YUMYum! Brands INC股票-循環性消費3.31%+0.69%-9.49%
13AONAon plc股票-金融3.20%+0.21%-13.89%
14AXPAmerican Express Co股票-金融3.20%+1.61%+81.59%
15NFLXNetflix, Inc.股票-通訊服務3.09%+1.41%+32.26%
16CRMSalesforce INC股票-科技3.06%-0.87%-18.73%
17SPGIS&p Global INC股票-金融3.03%-0.70%-26.50%
18DHRDanaher CORP股票-醫療保健2.92%+0.38%+2.41%
19ARMArm Holdings Plc-adr股票-科技2.86%+0.84%-24.77%
20INTUIntuit INC股票-科技2.59%-1.82%-33.75%
21CMGChipotle Mexican Grill INC股票-循環性消費2.36%-0.12%-19.21%
22GWWWw Grainger INC股票-工業2.17%+0.56%-8.17%
23ECLEcolab INC股票-原物料2.12%+0.95%+31.35%
24MAMastercard INC - A股票-金融1.77%+1.77%NEW
25COOCooper Cos Inc/the股票-醫療保健1.38%-0.53%-39.02%
26NKENike INC -cl B股票-循環性消費1.28%+0.05%-8.07%
27HDBHdfc Bank Ltd-adr股票-金融1.22%-0.23%-8.49%
28STESTERIS plc股票-醫療保健1.14%-0.19%-27.88%
29NOWServicenow INC股票-科技0.99%-0.22%-11.89%
30MELIMercadolibre INC股票-循環性消費0.86%-0.22%-32.01%
31ALCAlcon Inc.股票-醫療保健0.78%-0.38%-48.30%
32SAPSap Se-sponsored Adr股票-科技0.76%-0.40%-30.97%
33SESea Ltd-adr股票-通訊服務0.49%-0.18%-17.15%
34TSMTaiwan Semiconductor-sp Adr股票-科技0.41%+0.13%-2.45%
35BABAAlibaba Group Holding-sp Adr股票-循環性消費0.32%+0.04%-2.47%
36ULUnilever Plc-sponsored Adr股票-非循環性消費0.22%+0.02%-7.83%
37GRABGrab Holdings Limited股票-科技0.20%+0.07%+49.14%
38FMXFomento Economico Mex-sp Adr股票-其他0.17%+0.06%+6.22%
39WCNWaste Connections INC股票-工業0.15%+0.05%+15.04%
40INFYInfosys Ltd-sp Adr股票-科技0.15%+0.11%+230.06%
41✓ Xp INC Class A股票-其他0.12%+0.04%+2.40%
42LINLinde plc股票-原物料0.11%—-14.50%
43SHOPShopify INC - Class A股票-科技0.09%—+33.69%
44SPOTSpotify Technology S.A.股票-通訊服務0.07%+0.07%NEW
45TMETencent Music Entertainm-adr股票-通訊服務0.04%—+47.71%
46MMYTMakeMyTrip Limited股票-其他0.04%-0.01%+35.46%
47UNVGYUniversal Music Gro-unsp Adr股票-其他0.03%——
48AAGIYAia Group Ltd-sp Adr股票-其他0.03%——
49ADYEYAdyen Nv-unspon Adr股票-其他0.03%—+29.41%
50EXPGYExperian Plc-spons Adr股票-其他0.02%——
1–50 of 51

本季持股變動

Sustainable Growth Advisers, LP 在 2026-03-31 最顯著的持倉異動： 清倉: UnitedHealth Group Incorporated (UNH); 清倉: Gartner INC (IT); 新建倉: Mastercard INC - A (MA); 清倉: Workday Inc-class A (WDAY); 新建倉: Spotify Technology S.A. (SPOT).

Sustainable Growth Advisers, LP 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
1AVGOBroadcom INC+2.7%+125.74%加碼
2AXPAmerican Express Co+1.6%+81.59%加碼
3NFLXNetflix, Inc.+1.4%+32.26%加碼
4AAPLApple INC+1.4%+25.05%加碼
5ECLEcolab INC+1%+31.35%加碼
6ARMArm Holdings Plc-adr+0.8%-24.77%減碼
7YUMYum! Brands INC+0.7%-9.49%減碼
8GWWWw Grainger INC+0.6%-8.17%減碼
9CPCanadian Pacific Kansas City+0.5%-20.63%減碼
10GOOGAlphabet Inc-cl C+0.5%-11.71%減碼
11DHRDanaher CORP+0.4%+2.41%加碼
12NVDANvidia CORP+0.2%-18.83%減碼
13AONAon plc+0.2%-13.89%減碼
14WMWaste Management INC+0.2%-26.97%減碼
15TSMTaiwan Semiconductor-sp Adr+0.1%-2.45%減碼
16INFYInfosys Ltd-sp Adr+0.1%+230.06%加碼
17GRABGrab Holdings Limited+0.1%+49.14%加碼
18FMXFomento Economico Mex-sp Adr+0.1%+6.22%加碼
19NKENike INC -cl B+0.1%-8.07%減碼
20WCNWaste Connections INC+0.1%+15.04%加碼
21BABAAlibaba Group Holding-sp Adr0%-2.47%減碼
22✓ Xp INC Class A0%+2.40%加碼
23ULUnilever Plc-sponsored Adr0%-7.83%減碼
24TMETencent Music Entertainm-adr—+47.71%加碼
25UNVGYUniversal Music Gro-unsp Adr——不變
26MMYTMakeMyTrip Limited0%+35.46%加碼
27CMGChipotle Mexican Grill INC-0.1%-19.21%減碼
28METAMeta Platforms Inc-class A-0.2%-18.40%減碼
29VVisa Inc-class A Shares-0.2%-17.32%減碼
30SESea Ltd-adr-0.2%-17.15%減碼
31STESTERIS plc-0.2%-27.88%減碼
32NOWServicenow INC-0.2%-11.89%減碼
33MELIMercadolibre INC-0.2%-32.01%減碼
34HDBHdfc Bank Ltd-adr-0.2%-8.49%減碼
35SNPSSynopsys INC-0.3%-19.87%減碼
36ALCAlcon Inc.-0.4%-48.30%減碼
37SAPSap Se-sponsored Adr-0.4%-30.97%減碼
38COOCooper Cos Inc/the-0.5%-39.02%減碼
39SPGIS&p Global INC-0.7%-26.50%減碼
40CRMSalesforce INC-0.9%-18.73%減碼
41AMZNAmazon.com INC-1%-29.69%減碼
42MSFTMicrosoft CORP-1.4%-23.65%減碼
43INTUIntuit INC-1.8%-33.75%減碼
44UNHUnitedHealth Group Incorporated—EXIT清倉
45ITGartner INC—EXIT清倉
46MAMastercard INC - A—NEW新建倉
47WDAYWorkday Inc-class A—EXIT清倉
48SPOTSpotify Technology S.A.—NEW新建倉
49IWFIshares Russell 1000 Growth—EXIT清倉
50GOOGLAlphabet Inc-cl A—EXIT清倉

FAQ

Sustainable Growth Advisers, LP 是什麼機構？屬於哪種投資人類型？
Sustainable Growth Advisers, LP 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$106.2億，分佈在 96 個已申報部位之中。
Sustainable Growth Advisers, LP 目前前幾大持股有哪些？
根據最新 13F 申報，Sustainable Growth Advisers, LP 按市值排列的前幾大持股為： 1. Nvidia CORP (NVDA) — US$8.5億 (8.0%) 2. Amazon.com INC (AMZN) — US$6.8億 (6.4%) 3. Microsoft CORP (MSFT) — US$5.8億 (5.5%) 4. Alphabet Inc-cl C (GOOG) — US$5.4億 (5.1%) 5. Visa Inc-class A Shares (V) — US$5.3億 (5.0%)
Sustainable Growth Advisers, LP 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Sustainable Growth Advisers, LP 共進行了 49 項顯著調整：新建倉 2 個部位、加碼 13 個既有持股、減碼 29 個部位，並完全清倉 5 個持股。 其中幅度最大的異動：清倉: UnitedHealth Group Incorporated (UNH); 清倉: Gartner INC (IT); 新建倉: Mastercard INC - A (MA); 清倉: Workday Inc-class A (WDAY); 新建倉: Spotify Technology S.A. (SPOT)
Sustainable Growth Advisers, LP 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，Sustainable Growth Advisers, LP 的主要板塊分佈如下： • Information Technology: 36.0% • Financials: 17.5% • Consumer Discretionary: 14.6% • Communication Services: 12.6% • Industrials: 10.6% • Health Care: 6.3%