BI

Barton Investment Management

產業集中型趨勢追蹤型高品質投資策略

申報總市值

US$8.0億

申報季度: 2026-03-31 · 持股檔數: 54

Barton Investment Management在最新一期 13F 報告中揭露了 54 項持股，申報期為 2026-03-31，總持股市值約為 US$8.0億，季度換手率為 18.2%。

機構性格雪花圖

集中度
64.46
持倉穩定性
18.15
動能／逆勢
100
產業集中度
100
多樣化
100
倉位均衡度
71.99

近期動向

  • 減碼 SHOP

    -2.3%　-US$7391.6萬

  • 加碼 NFLX

    -1.2%　US$290.4萬

  • 加碼 EQIX

    -6.9%　US$517.9萬

  • 減碼 OWL

    +4.6%　-US$1050.4萬

  • 減碼 GTLB

    -0.7%　-US$895.5萬

  • 加碼 AMZN

    -1.7%　-US$1316.0萬

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
1NFLXNetflix INC股票-通訊服務28.25%+4.29%-1.21%
2SHOPShopify INC - Class A股票-科技23.85%-4.60%-2.28%
3AMZNAmazon.com INC股票-循環性消費12.99%+0.41%-1.67%
4GLBEGlobal-E Online Ltd.股票-其他4.21%-0.36%+0.83%
5EQIXEquinix INC股票-房地產4.04%+1.13%-6.85%
6ALAir Lease CORP股票-其他2.77%-0.02%-15.68%
7KVYOKlaviyo Inc-a股票-其他2.56%+0.22%+56.71%
8OWLBlue Owl Capital INC股票-金融2.34%-0.80%+4.64%
9OKTAOkta INC股票-科技2.24%-0.10%-9.69%
10GFLGfl Environmental Inc-sub Vt股票-其他2.19%+0.25%-0.16%
11AMTAmerican Tower CORP股票-房地產1.70%+0.20%-0.98%
12GTLBGitlab Inc-cl A股票-科技1.51%-0.75%-0.66%
13MSFTMicrosoft CORP股票-科技1.13%-0.14%-0.18%
14EAElectronic Arts INC股票-通訊服務1.12%+0.04%-10.94%
15BRK-ABerkshire Hathaway Inc-cl A股票-其他0.90%+0.09%—
16AAPLApple INC股票-科技0.79%+0.05%-2.13%
17BLBlackline INC股票-科技0.74%-0.21%-0.97%
18GOOGLAlphabet Inc-cl A股票-通訊服務0.69%+0.04%-0.85%
19BRK-BBerkshire Hathaway Inc.股票-其他0.62%+0.05%-2.01%
20PYPLPaypal Holdings INC股票-金融0.61%-0.14%-8.98%
21QCOMQualcomm INC股票-科技0.59%-0.28%-21.84%
22JNJJohnson & Johnson股票-醫療保健0.44%+0.11%-4.15%
23VTIVanguard Total Stock Mkt ETFETF-其他0.43%+0.04%-1.26%
24GOOGAlphabet Inc-cl C股票-通訊服務0.38%+0.02%—
25TBLLInvesco Short Term TreasuryETF-政府公債0.27%+0.27%NEW
26SYMSymbotic INC股票-工業0.25%+0.05%+20.08%
27ABBVAbbvie INC股票-醫療保健0.21%-0.03%-21.18%
28VGSHVanguard Short-term TreasuryETF-政府公債0.19%+0.02%-2.46%
29TROWT Rowe Price Group INC股票-金融0.19%+0.01%—
30XOMExxon Mobil CORP股票-能源0.18%+0.02%-33.73%
31COSTCostco Wholesale CORP股票-非循環性消費0.13%+0.03%—
32MRKMerck & Co. INC.股票-醫療保健0.12%+0.03%—
33RPRXRoyalty Pharma plc股票-醫療保健0.11%+0.11%NEW
34DASHDoordash INC - A股票-循環性消費0.11%-0.04%—
35ORCLOracle CORP股票-科技0.11%-0.01%—
36ABTAbbott Laboratories股票-醫療保健0.10%-0.03%-20.58%
37ADBEAdobe INC股票-科技0.10%-0.02%—
38NVDANvidia CORP股票-科技0.08%—-8.72%
39DISWalt Disney Co/the股票-通訊服務0.08%——
40SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.07%——
41BILLBill Holdings INC股票-科技0.07%-0.02%-6.19%
42VRTVertiv Holdings Co-a股票-工業0.07%+0.03%-5.66%
43AXPAmerican Express Co股票-金融0.06%—-1.23%
44QXOQxo INC股票-工業0.05%+0.05%NEW
45SCHXSchwab US Large-cap ETFETF-其他0.05%——
46CSCOCisco Systems INC股票-科技0.05%+0.01%+19.11%
47METAMeta Platforms Inc-class A股票-通訊服務0.05%-0.01%-19.26%
48WMTWalmart INC股票-非循環性消費0.04%——
49NTRSNorthern Trust CORP股票-金融0.04%——
50AVGOBroadcom INC股票-科技0.04%——
1–50 of 54

本季持股變動

Barton Investment Management 在 2026-03-31 最顯著的持倉異動： 新建倉: Invesco Short Term Treasury (TBLL); 新建倉: Royalty Pharma plc (RPRX); 新建倉: Qxo INC (QXO); 清倉: THE Cigna Group (CI); 新建倉: Analog Devices INC (ADI).

Barton Investment Management 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
1NFLXNetflix INC+4.3%-1.21%減碼
2EQIXEquinix INC+1.1%-6.85%減碼
3AMZNAmazon.com INC+0.4%-1.67%減碼
4GFLGfl Environmental Inc-sub Vt+0.3%-0.16%減碼
5KVYOKlaviyo Inc-a+0.2%+56.71%加碼
6AMTAmerican Tower CORP+0.2%-0.98%減碼
7JNJJohnson & Johnson+0.1%-4.15%減碼
8BRK-ABerkshire Hathaway Inc-cl A+0.1%—不變
9AAPLApple INC+0.1%-2.13%減碼
10BRK-BBerkshire Hathaway Inc.+0.1%-2.01%減碼
11SYMSymbotic INC+0.1%+20.08%加碼
12EAElectronic Arts INC0%-10.94%減碼
13GOOGLAlphabet Inc-cl A0%-0.85%減碼
14VTIVanguard Total Stock Mkt ETF0%-1.26%減碼
15VRTVertiv Holdings Co-a0%-5.66%減碼
16COSTCostco Wholesale CORP0%—不變
17MRKMerck & Co. INC.0%—不變
18GOOGAlphabet Inc-cl C0%—不變
19XOMExxon Mobil CORP0%-33.73%減碼
20VGSHVanguard Short-term Treasury0%-2.46%減碼
21TROWT Rowe Price Group INC0%—不變
22CSCOCisco Systems INC0%+19.11%加碼
23AXPAmerican Express Co—-1.23%減碼
24NVDANvidia CORP—-8.72%減碼
25DISWalt Disney Co/the——不變
26ADPAutomatic Data Processing——不變
27AVGOBroadcom INC——不變
28ORCLOracle CORP0%—不變
29METAMeta Platforms Inc-class A0%-19.26%減碼
30ALAir Lease CORP0%-15.68%減碼
31ADBEAdobe INC0%—不變
32BILLBill Holdings INC0%-6.19%減碼
33ABBVAbbvie INC0%-21.18%減碼
34ABTAbbott Laboratories0%-20.58%減碼
35DASHDoordash INC - A0%—不變
36OKTAOkta INC-0.1%-9.69%減碼
37MSFTMicrosoft CORP-0.1%-0.18%減碼
38PYPLPaypal Holdings INC-0.1%-8.98%減碼
39BLBlackline INC-0.2%-0.97%減碼
40QCOMQualcomm INC-0.3%-21.84%減碼
41GLBEGlobal-E Online Ltd.-0.4%+0.83%加碼
42GTLBGitlab Inc-cl A-0.8%-0.66%減碼
43OWLBlue Owl Capital INC-0.8%+4.64%加碼
44SHOPShopify INC - Class A-4.6%-2.28%減碼
45TBLLInvesco Short Term Treasury—NEW新建倉
46RPRXRoyalty Pharma plc—NEW新建倉
47QXOQxo INC—NEW新建倉
48CITHE Cigna Group—EXIT清倉
49ADIAnalog Devices INC—NEW新建倉
50TWLOTwilio INC - A—EXIT清倉

FAQ

Barton Investment Management 是什麼機構？屬於哪種投資人類型？
Barton Investment Management 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$8.0億，分佈在 54 個已申報部位之中。
Barton Investment Management 目前前幾大持股有哪些？
根據最新 13F 申報，Barton Investment Management 按市值排列的前幾大持股為： 1. Netflix INC (NFLX) — US$2.3億 (28.3%) 2. Shopify INC - Class A (SHOP) — US$1.9億 (23.9%) 3. Amazon.com INC (AMZN) — US$1.0億 (13.0%) 4. Global-E Online Ltd. (GLBE) — US$3357.1萬 (4.2%) 5. Equinix INC (EQIX) — US$3219.1萬 (4.0%)
Barton Investment Management 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Barton Investment Management 共進行了 39 項顯著調整：新建倉 4 個部位、加碼 5 個既有持股、減碼 28 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：新建倉: Invesco Short Term Treasury (TBLL); 新建倉: Royalty Pharma plc (RPRX); 新建倉: Qxo INC (QXO); 清倉: THE Cigna Group (CI); 新建倉: Analog Devices INC (ADI)
Barton Investment Management 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，Barton Investment Management 的主要板塊分佈如下： • Communication Services: 41.3% • Information Technology: 37.5% • Consumer Discretionary: 18.4% • Health Care: 1.3% • Financials: 0.9% • Energy: 0.3%