PI
Placemark Investments, Inc.
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$56.6亿
申报季度: 2014-12-31 · 持股只数: 1619
Placemark Investments, Inc.在最新一期 13F 报告中披露了 1619 项持股，申报期为 2014-12-31，总持股市值约为 US$56.6亿，季度换手率为 27.5%。
机构性格雪花图
- 集中度
- 1.15
- 持仓稳定性
- 27.55
- 动能／逆势
- 100
- 行业集中度
- 48.59
- 多样化
- 100
- 仓位均衡度
- 80.87
近期动向
减仓 IJH
-61.7% -US$5886.1万
加仓 IYF
+2013.4% US$3978.7万
加仓 IDU
+1954.9% US$3861.2万
加仓 IEF
+574.8% US$3369.5万
减仓 IYH
-91.3% -US$3018.9万
减仓 XLB
-98.8% -US$3022.7万
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 1618 大持股（共 1619 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 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 1.11% | — | -7.56% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | — | +3.02% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.00% | -0.28% | -22.21% | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | — | +2.28% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | — | -1.99% | |
| 6 | AXP | American Express Company | 股票-金融 | 0.82% | +0.15% | +6.42% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.80% | -0.19% | -22.97% | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.78% | +0.15% | +20.51% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.76% | +0.16% | +26.97% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | +0.17% | +29.43% | |
| 11 | IYF | Ishares US Financials ETF | ETF-其他 | 0.74% | +0.71% | +2013.35% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.73% | +0.16% | +23.60% | |
| 13 | QCOM | Qualcomm INC | 股票-科技 | 0.72% | — | -3.19% | |
| 14 | IDU | Ishares US Utilities ETF | ETF-其他 | 0.71% | +0.68% | +1954.95% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.71% | -1.12% | -61.71% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | +1.55% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.70% | +0.59% | +574.80% | |
| 18 | INTC | Intel CORP | 股票-科技 | 0.68% | — | +2.47% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.66% | +0.12% | +17.76% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | +0.10% | +1.66% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 0.62% | — | -1.72% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.60% | +0.11% | +34.61% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | +0.08% | +22.40% | |
| 24 | SLB | Slb LTD | 股票-能源 | 0.54% | -0.13% | +0.16% | |
| 25 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.52% | — | +19.33% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.52% | +0.14% | +36.99% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | +0.10% | +25.99% | |
| 28 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.48% | -0.12% | -6.78% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.47% | — | +7.99% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.47% | — | -1.29% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.47% | +0.27% | +141.20% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.46% | — | +0.62% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | +7.38% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | -0.41% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.45% | +0.16% | +66.56% | |
| 36 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 0.44% | — | +0.39% | |
| 37 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.44% | — | -5.91% | |
| 38 | T | At&t INC | 股票-通信服务 | 0.43% | — | +9.50% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.42% | — | +0.75% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.42% | — | +8.60% | |
| 41 | ✓ | Alphabet A | 股票-其他 | 0.42% | — | +1.04% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.41% | — | +8.76% | |
| 43 | ✓ | 股票-其他 | 0.41% | — | -16.88% | ||
| 44 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.40% | +0.27% | +208.40% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.39% | — | -2.49% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.38% | — | -3.68% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.38% | — | -0.64% | |
| 48 | MO | Altria Group INC | 股票-非周期性消费 | 0.37% | — | +10.99% | |
| 49 | ✓ | Booking Hldgs INC | 股票-其他 | 0.37% | — | -3.39% | |
| 50 | HUM | Humana INC | 股票-医疗保健 | 0.36% | — | +8.66% |
1–50 of 1,618
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Placemark Investments, Inc. 在 2014-12-31 最显著的持仓异动： 新建仓: First Trust Utilities Alphad (FXU); 清仓: ; 减仓: Ishares Core S&p Midcap ETF (IJH) — 股数 -61.71%; 加仓: Ishares US Financials ETF (IYF) — 股数 +2013.35%; 加仓: Ishares US Utilities ETF (IDU) — 股数 +1954.95%.
FAQ
Placemark Investments, Inc. 是什么机构？属于哪种投资人类型？
Placemark Investments, Inc. 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（2014-12-31），该机构追踪的股票投资组合估值约为 US$56.6亿，分布在 1619 个已申报仓位之中。
Placemark Investments, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Placemark Investments, Inc. 按市值排列的前几大持股为：
1. Apple INC (AAPL) — US$6265.0万 (1.1%)
2. Microsoft CORP (MSFT) — US$5900.0万 (1.0%)
3. Ishares Core S&p 500 ETF (IVV) — US$5636.8万 (1.0%)
4. Johnson & Johnson (JNJ) — US$5521.5万 (1.0%)
5. Jpmorgan Chase & Co (JPM) — US$5306.3万 (0.9%)
Placemark Investments, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Placemark Investments, Inc. 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 26 个既有持股、减仓 22 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: First Trust Utilities Alphad (FXU); 清仓: ; 减仓: Ishares Core S&p Midcap ETF (IJH) — 股数 -61.71%; 加仓: Ishares US Financials ETF (IYF) — 股数 +2013.35%; 加仓: Ishares US Utilities ETF (IDU) — 股数 +1954.95%
Placemark Investments, Inc. 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，Placemark Investments, Inc. 的主要板块分布如下：
• Information Technology: 22.1%
• Health Care: 21.6%
• Financials: 20.4%
• Consumer Staples: 8.8%
• Consumer Discretionary: 7.2%
• Communication Services: 7.0%