GI
GlobalBridge, 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$2.1亿
申报季度: 2014-03-31 · 持股只数: 336
GlobalBridge, Inc.在最新一期 13F 报告中披露了 336 项持股，申报期为 2014-03-31，总持股市值约为 US$2.1亿，季度换手率为 23.7%。
机构性格雪花图
- 集中度
- 1.91
- 持仓稳定性
- 23.72
- 动能／逆势
- 100
- 行业集中度
- 46.19
- 多样化
- 100
- 仓位均衡度
- 92.21
近期动向
减仓 CELG
-65.4% -US$71.4万
减仓 CVX
-32.5% -US$63.0万
减仓 AAPL
-5.7% -US$31.4万
减仓 UPS
-10.3% -US$36.0万
减仓 EMR
-33.1% -US$41.1万
加仓 MMM
+153.6% US$45.5万
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 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 1.34% | -0.25% | -5.74% | |
| 2 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.33% | +0.05% | +3.47% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | +0.17% | +12.35% | |
| 4 | VZ | Verizon Communications INC | 股票-通信服务 | 1.30% | +0.13% | +21.70% | |
| 5 | ABBV | Abbvie INC | 股票-医疗保健 | 1.09% | — | -0.52% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | — | +0.77% | |
| 7 | KR | Kroger Co | 股票-非周期性消费 | 0.95% | +0.09% | +6.52% | |
| 8 | ✓ | Alphabet A | 股票-其他 | 0.95% | — | -2.44% | |
| 9 | QCOM | Qualcomm INC | 股票-科技 | 0.94% | — | -1.49% | |
| 10 | BBTUSD | Bb&t CORP | 股票-其他 | 0.91% | +0.14% | +16.98% | |
| 11 | COP | Conocophillips | 股票-能源 | 0.87% | — | +6.36% | |
| 12 | UPS | United Parcel Service-cl B | 股票-工业 | 0.83% | -0.23% | -10.31% | |
| 13 | EUHY | Ishares Euro High Yield CORP | ETF-非投资级债 | 0.82% | +0.82% | NEW | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | — | +3.78% | |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.81% | +0.81% | NEW | |
| 16 | ✓ | Partnerre LTD | 股票-其他 | 0.80% | — | +4.97% | |
| 17 | PFE | Pfizer INC | 股票-医疗保健 | 0.80% | +0.13% | +20.55% | |
| 18 | TEL | TE Connectivity plc | 股票-科技 | 0.78% | — | +1.61% | |
| 19 | F | Ford Motor Co | 股票-周期性消费 | 0.77% | +0.09% | +18.57% | |
| 20 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.77% | — | -3.58% | |
| 21 | BAX | Baxter International INC | 股票-医疗保健 | 0.74% | — | +11.75% | |
| 22 | ✓ | Du Pont E I De Nemour&Co | 股票-其他 | 0.73% | — | +3.68% | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.72% | — | +3.44% | |
| 24 | WY | Weyerhaeuser Co | 股票-房地产 | 0.69% | — | +4.76% | |
| 25 | UNP | Union Pacific CORP | 股票-工业 | 0.66% | — | +1.03% | |
| 26 | UTXZ | United Tech CORP | 股票-其他 | 0.64% | — | -3.08% | |
| 27 | AXP | American Express Company | 股票-金融 | 0.63% | — | -2.06% | |
| 28 | USB | US Bancorp | 股票-金融 | 0.63% | — | +4.19% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.62% | — | +9.35% | |
| 30 | SLB | Slb LTD | 股票-能源 | 0.61% | — | +5.34% | |
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 0.61% | — | +6.49% | |
| 32 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.61% | — | +5.78% | |
| 33 | MET | Metlife INC | 股票-金融 | 0.61% | — | +14.01% | |
| 34 | MGA | Magna International INC | 股票-周期性消费 | 0.61% | +0.10% | +8.00% | |
| 35 | SWK | Stanley Black & Decker INC | 股票-工业 | 0.59% | — | +25.36% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | — | +4.33% | |
| 37 | HXL | Hexcel CORP | 股票-工业 | 0.58% | — | +9.63% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.58% | — | +0.50% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.57% | — | +0.70% | |
| 40 | HST | Host Hotels & Resorts INC | 股票-房地产 | 0.56% | — | +8.31% | |
| 41 | ROST | Ross Stores INC | 股票-周期性消费 | 0.56% | — | +16.62% | |
| 42 | RTN1USD | Raytheon Company | 股票-其他 | 0.55% | — | +4.42% | |
| 43 | WAB | Wabtec CORP | 股票-工业 | 0.55% | — | +11.27% | |
| 44 | WDR | Waddell & Reed Financial-a | 股票-其他 | 0.54% | — | +9.17% | |
| 45 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.54% | — | +6.45% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.34% | -32.53% | |
| 47 | ✓ | 股票-其他 | 0.52% | — | +7.28% | ||
| 48 | CITUSD | Cit Group INC | 股票-其他 | 0.52% | — | +9.01% | |
| 49 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.51% | — | +18.10% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | — | -6.91% |
1–50 of 336
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
GlobalBridge, Inc. 在 2014-03-31 最显著的持仓异动： 新建仓: Ishares Euro High Yield CORP (EUHY); 新建仓: Ishares 0-5 Yr Hy CORP Bond (SHYG); 新建仓: Exelon CORP (EXC); 清仓: Neustar INC; 新建仓: Walt Disney Co/the (DIS).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MMM | 3m Co | +0.2% | +153.60% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.2% | +12.35% | 加仓 |
| 3 | WFRD | Weatherford International plc | +0.2% | +111.92% | 加仓 |
| 4 | BBTUSD | Bb&t CORP | +0.1% | +16.98% | 加仓 |
| 5 | VZ | Verizon Communications INC | +0.1% | +21.70% | 加仓 |
| 6 | PFE | Pfizer INC | +0.1% | +20.55% | 加仓 |
| 7 | DNREUR | Denbury Inc-pre Bankruptcy | +0.1% | +46.33% | 加仓 |
| 8 | ✓ | +0.1% | +64.68% | 加仓 | |
| 9 | PNR | Pentair plc | +0.1% | +32.12% | 加仓 |
| 10 | LAZ | Lazard, Inc. | +0.1% | +61.53% | 加仓 |
| 11 | MGA | Magna International INC | +0.1% | +8.00% | 加仓 |
| 12 | A | Agilent Technologies INC | +0.1% | +43.42% | 加仓 |
| 13 | KR | Kroger Co | +0.1% | +6.52% | 加仓 |
| 14 | F | Ford Motor Co | +0.1% | +18.57% | 加仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +3.47% | 加仓 |
| 16 | ROP | Roper Technologies INC | -0.2% | -33.62% | 减仓 |
| 17 | HLF | Herbalife Ltd. | -0.2% | -7.50% | 减仓 |
| 18 | AMGN | Amgen INC | -0.2% | -36.30% | 减仓 |
| 19 | EMR | Emerson Electric Co | -0.2% | -33.10% | 减仓 |
| 20 | UPS | United Parcel Service-cl B | -0.2% | -10.31% | 减仓 |
| 21 | AAPL | Apple INC | -0.3% | -5.74% | 减仓 |
| 22 | CVX | Chevron CORP | -0.3% | -32.53% | 减仓 |
| 23 | CELG | Celgene CORP | -0.4% | -65.41% | 减仓 |
| 24 | EUHY | Ishares Euro High Yield CORP | — | NEW | 新建仓 |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | NEW | 新建仓 |
| 26 | EXC | Exelon CORP | — | NEW | 新建仓 |
| 27 | ✓ | Neustar INC | — | EXIT | 清仓 |
| 28 | DIS | Walt Disney Co/the | — | NEW | 新建仓 |
| 29 | GIS | General Mills INC | — | NEW | 新建仓 |
| 30 | ADT | ADT Inc. | — | NEW | 新建仓 |
| 31 | JWNUSD | Nordstrom INC | — | NEW | 新建仓 |
| 32 | ✓ | Exchange Traded Concepts Tr | — | EXIT | 清仓 |
| 33 | INTC | Intel CORP | — | EXIT | 清仓 |
| 34 | CAG | Conagra Brands INC | — | EXIT | 清仓 |
| 35 | AMJEUR | Jpmorgan Alerian Mlp Index | — | NEW | 新建仓 |
| 36 | ✓ | Proshares Vix Short | — | EXIT | 清仓 |
| 37 | WM | Waste Management INC | — | EXIT | 清仓 |
| 38 | ✓ | — | NEW | 新建仓 | |
| 39 | ✓ | Hanwha Solarone Co LTD | — | NEW | 新建仓 |
| 40 | FDX | Fedex CORP | — | NEW | 新建仓 |
| 41 | C | Citigroup INC | — | EXIT | 清仓 |
| 42 | UTHR | United Therapeutics CORP | — | EXIT | 清仓 |
| 43 | NTAP | Netapp INC | — | EXIT | 清仓 |
| 44 | SIEGY | Siemens Ag-spons Adr | — | EXIT | 清仓 |
| 45 | IX | Orix - Sponsored Adr | — | EXIT | 清仓 |
| 46 | AMP | Ameriprise Financial INC | — | EXIT | 清仓 |
| 47 | ✓ | Symetra Financial CORP | — | NEW | 新建仓 |
| 48 | PTEN | Patterson-uti Energy INC | — | EXIT | 清仓 |
| 49 | LSTR | Landstar System INC | — | EXIT | 清仓 |
| 50 | CNQ | Canadian Natural Resources | — | NEW | 新建仓 |
FAQ
GlobalBridge, Inc. 是什么机构？属于哪种投资人类型？
GlobalBridge, 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（2014-03-31），该机构追踪的股票投资组合估值约为 US$2.1亿，分布在 336 个已申报仓位之中。
GlobalBridge, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，GlobalBridge, Inc. 按市值排列的前几大持股为：
1. Apple INC (AAPL) — US$288.3万 (1.3%)
2. Johnson & Johnson (JNJ) — US$286.0万 (1.3%)
3. Microsoft CORP (MSFT) — US$279.5万 (1.3%)
4. Verizon Communications INC (VZ) — US$278.6万 (1.3%)
5. Abbvie INC (ABBV) — US$233.3万 (1.1%)
GlobalBridge, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，GlobalBridge, Inc. 共进行了 50 项显著调整：新建仓 13 个仓位、加仓 15 个既有持股、减仓 8 个仓位，并完全清仓 14 个持股。 其中幅度最大的异动：新建仓: Ishares Euro High Yield CORP (EUHY); 新建仓: Ishares 0-5 Yr Hy CORP Bond (SHYG); 新建仓: Exelon CORP (EXC); 清仓: Neustar INC; 新建仓: Walt Disney Co/the (DIS)
GlobalBridge, 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，GlobalBridge, Inc. 的主要板块分布如下：
• Health Care: 23.2%
• Information Technology: 21.3%
• Financials: 13.1%
• Industrials: 10.7%
• Consumer Staples: 10.7%
• Communication Services: 7.7%