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Fulcrum Asset Management LLP

分散型投資策略趨勢追蹤型高頻交易型

申報總市值

US$6.6億

申報季度: 2026-03-31 · 持股檔數: 220

Fulcrum Asset Management LLP在最新一期 13F 報告中揭露了 220 項持股，申報期為 2026-03-31，總持股市值約為 US$6.6億，季度換手率為 74.0%。

機構性格雪花圖

集中度
7.85
持倉穩定性
74.03
動能／逆勢
100
產業集中度
46.53
多樣化
100
倉位均衡度
81.79

近期動向

  • 減碼 MSFT

    +19.0%　-US$357.1萬

  • 減碼 NVDA

    +36.2%　US$817.4萬

  • 減碼 AVGO

    +37.0%　US$273.5萬

  • 加碼 SLB

    +339.5%　US$1443.9萬

  • 加碼 WM

    +369.0%　US$1296.7萬

  • 減碼 GOOG

    +44.8%　US$354.8萬

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 219 大持股（共 220 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7.41%-3.96%+36.24%
2MSFTMicrosoft CORP股票-科技3.81%-4.20%+18.96%
3DARDarling Ingredients INC股票-非循環性消費3.34%+3.34%NEW
4AMZNAmazon.com INC股票-循環性消費3.23%—+26.29%
5AVGOBroadcom INC股票-科技3.19%-1.92%+36.98%
6HALHalliburton Co股票-能源3.04%+3.04%NEW
7SLBSlb LTD股票-能源2.63%+1.81%+339.45%
8GOOGAlphabet Inc-cl C股票-通訊服務2.62%-1.22%+44.78%
9WMWaste Management INC股票-工業2.47%+1.53%+369.05%
10GOOGLAlphabet Inc-cl A股票-通訊服務2.08%—+12.22%
11NEENextera Energy INC股票-公用事業2.02%+0.60%+128.55%
12RSGRepublic Services INC股票-工業2.01%+0.29%+108.33%
13LBRTLiberty Energy INC股票-能源1.86%+1.86%NEW
14PUMPPropetro Holding CORP股票-其他1.83%+1.83%NEW
15✓ Trane Technologies PLC股票-其他1.70%+1.70%NEW
16JPMJpmorgan Chase & Co股票-金融1.65%—+4.24%
17PTENPatterson-uti Energy INC股票-能源1.57%+1.57%NEW
18WHDCactus INC - A股票-其他1.57%+1.57%NEW
19CFCf Industries Holdings INC股票-原物料1.52%+1.52%NEW
20HPHelmerich & Payne股票-能源1.48%+1.48%NEW
21DVNDevon Energy CORP股票-能源1.41%+1.41%NEW
22GPREGreen Plains INC股票-其他1.36%+1.36%NEW
23NOVNov INC股票-能源1.22%+1.22%NEW
24WCNWaste Connections INC股票-工業1.19%+0.05%+106.98%
25PBFPbf Energy Inc-class A股票-能源1.16%+1.16%NEW
26VVisa Inc-class A Shares股票-金融1.13%—+4.69%
27FTITechnipFMC plc股票-能源1.10%+1.10%NEW
28NTRNutrien LTD股票-原物料1.06%+0.96%+1464.46%
29MUMicron Technology INC股票-科技1.04%—-26.62%
30MAMastercard INC - A股票-金融1.00%—+4.51%
31APHAmphenol Corp-cl A股票-科技0.96%+0.41%+264.69%
32DINOHf Sinclair CORP股票-能源0.91%+0.91%NEW
33✓ Travelers Cos Inc/the股票-其他0.84%+0.84%NEW
34JNJJohnson & Johnson股票-醫療保健0.84%—+8.01%
35AEMAgnico Eagle Mines LTD股票-原物料0.83%+0.57%+432.93%
36BKRBaker Hughes Co股票-能源0.81%—-22.71%
37PSXPhillips 66股票-能源0.77%+0.77%NEW
38KGCKinross Gold CORP股票-原物料0.76%+0.55%+550.04%
39ESEversource Energy股票-公用事業0.68%—+3.77%
40CVXChevron CORP股票-能源0.68%+0.68%NEW
41AMEAmetek INC股票-工業0.68%—+3.78%
42IBKRInteractive Brokers Gro-cl A股票-金融0.67%—+8.23%
43CLHClean Harbors INC股票-工業0.66%+0.23%+136.79%
44NBRNabors Industries Ltd.股票-其他0.65%+0.65%NEW
45PGRProgressive CORP股票-金融0.65%—+3.68%
46MPCMarathon Petroleum CORP股票-能源0.63%+0.63%NEW
47RGLDRoyal Gold INC股票-原物料0.63%+0.63%NEW
48OSKOshkosh CORP股票-工業0.63%+0.63%NEW
49AMATApplied Materials INC股票-科技0.63%—+1.89%
50AAAlcoa CORP股票-原物料0.63%+0.63%NEW
1–50 of 219

本季持股變動

Fulcrum Asset Management LLP 在 2026-03-31 最顯著的持倉異動： 新建倉: Darling Ingredients INC (DAR); 新建倉: Halliburton Co (HAL); 新建倉: Liberty Energy INC (LBRT); 新建倉: Propetro Holding CORP (PUMP); 新建倉: Trane Technologies PLC.

Fulcrum Asset Management LLP 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
1SLBSlb LTD+1.8%+339.45%加碼
2WMWaste Management INC+1.5%+369.05%加碼
3NTRNutrien LTD+1%+1464.46%加碼
4NEENextera Energy INC+0.6%+128.55%加碼
5AEMAgnico Eagle Mines LTD+0.6%+432.93%加碼
6KGCKinross Gold CORP+0.6%+550.04%加碼
7APHAmphenol Corp-cl A+0.4%+264.69%加碼
8IAGIamgold CORP+0.3%+674.97%加碼
9RSGRepublic Services INC+0.3%+108.33%加碼
10CLHClean Harbors INC+0.2%+136.79%加碼
11CTVACorteva INC+0.2%+290.65%加碼
12TDWTidewater INC+0.1%+35.86%加碼
13WCNWaste Connections INC+0.1%+106.98%加碼
14RYRoyal Bank Of Canada-0.6%-99.97%減碼
15ARESAres Management CORP - A-0.6%-67.19%減碼
16AEEAmeren Corporation-1%-80.43%減碼
17GOOGAlphabet Inc-cl C-1.2%+44.78%加碼
18AVGOBroadcom INC-1.9%+36.98%加碼
19NVDANvidia CORP-4%+36.24%加碼
20MSFTMicrosoft CORP-4.2%+18.96%加碼
21DARDarling Ingredients INC—NEW新建倉
22HALHalliburton Co—NEW新建倉
23LBRTLiberty Energy INC—NEW新建倉
24PUMPPropetro Holding CORP—NEW新建倉
25✓ Trane Technologies PLC—NEW新建倉
26PTENPatterson-uti Energy INC—NEW新建倉
27WHDCactus INC - A—NEW新建倉
28CFCf Industries Holdings INC—NEW新建倉
29HPHelmerich & Payne—NEW新建倉
30DVNDevon Energy CORP—NEW新建倉
31GPREGreen Plains INC—NEW新建倉
32NOVNov INC—NEW新建倉
33PBFPbf Energy Inc-class A—NEW新建倉
34FTITechnipFMC plc—NEW新建倉
35DINOHf Sinclair CORP—NEW新建倉
36✓ Travelers Cos Inc/the—NEW新建倉
37TRVTravelers Cos Inc/the—EXIT清倉
38PSXPhillips 66—NEW新建倉
39CVXChevron CORP—NEW新建倉
40NBRNabors Industries Ltd.—NEW新建倉
41MPCMarathon Petroleum CORP—NEW新建倉
42RGLDRoyal Gold INC—NEW新建倉
43OSKOshkosh CORP—NEW新建倉
44AAAlcoa CORP—NEW新建倉
45RESRpc INC—NEW新建倉
46BTUPeabody Energy CORP—NEW新建倉
47VLOValero Energy CORP—NEW新建倉
48DNOWDnow INC—NEW新建倉
49AGIAlamos Gold Inc-class A—NEW新建倉
50HCCWarrior Met Coal INC—NEW新建倉

FAQ

Fulcrum Asset Management LLP 是什麼機構？屬於哪種投資人類型？
Fulcrum Asset Management LLP 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$6.6億，分佈在 220 個已申報部位之中。
Fulcrum Asset Management LLP 目前前幾大持股有哪些？
根據最新 13F 申報，Fulcrum Asset Management LLP 按市值排列的前幾大持股為： 1. Nvidia CORP (NVDA) — US$4905.9萬 (7.4%) 2. Microsoft CORP (MSFT) — US$2522.5萬 (3.8%) 3. Darling Ingredients INC (DAR) — US$2207.8萬 (3.3%) 4. Amazon.com INC (AMZN) — US$2138.7萬 (3.2%) 5. Broadcom INC (AVGO) — US$2111.1萬 (3.2%)
Fulcrum Asset Management LLP 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Fulcrum Asset Management LLP 共進行了 50 項顯著調整：新建倉 29 個部位、加碼 17 個既有持股、減碼 3 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Darling Ingredients INC (DAR); 新建倉: Halliburton Co (HAL); 新建倉: Liberty Energy INC (LBRT); 新建倉: Propetro Holding CORP (PUMP); 新建倉: Trane Technologies PLC
Fulcrum Asset Management LLP 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，Fulcrum Asset Management LLP 的主要板塊分佈如下： • Energy: 26.0% • Information Technology: 23.0% • Industrials: 9.3% • Financials: 8.0% • Materials: 7.9% • Communication Services: 6.1%