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Hanson & Doremus Investment Management

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$8.7億

申報季度: 2026-03-31 · 持股檔數: 534

Hanson & Doremus Investment Management在最新一期 13F 報告中揭露了 534 項持股，申報期為 2026-03-31，總持股市值約為 US$8.7億，季度換手率為 11.9%。

機構性格雪花圖

集中度
24.76
持倉穩定性
11.87
動能／逆勢
100
產業集中度
58.36
多樣化
100
倉位均衡度
43.33

近期動向

  • 減碼 SCHB

    +0.5%　-US$708.3萬

  • 加碼 GLW

    +1.8%　US$687.4萬

  • 減碼 MSFT

    +5.9%　-US$413.2萬

  • 加碼 VTEB

    +68.9%　US$465.3萬

  • 減碼 KRC

    -77.3%　-US$285.7萬

  • 加碼 TSLA

    +6076.0%　US$281.4萬

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
1SCHBSchwab US Broad Market ETFETF-其他20.33%-1.76%+0.47%
2VGITVanguard Intermediate-term TETF-其他8.11%+0.06%+5.93%
3VEAVanguard Ftse Developed ETFETF-其他5.98%-0.13%-0.25%
4VCITVanguard Int-term CorporateETF-投資等級公司債5.89%-0.10%+4.02%
5VWOVanguard Ftse Emerging MarkeETF-新興市場3.10%—+3.84%
6TSMTaiwan Semiconductor-sp Adr股票-科技3.06%+0.06%-4.10%
7ESGVVanguard Esg US Stock ETFETF-其他2.94%-0.21%+5.29%
8GLWCorning INC股票-科技2.15%+0.73%+1.76%
9MSFTMicrosoft CORP股票-科技2.03%-0.59%+5.87%
10VSGXVanguard Esg Intl Stock ETFETF-其他2.03%+0.01%+4.71%
11SCHFSchwab Intl Equity ETFETF-其他1.77%—-0.24%
12VCEBVanguard Esg US CORP BondETF-投資等級公司債1.53%+0.08%+11.63%
13STXSeagate Technology Holdings plc股票-科技1.50%+0.31%-7.28%
14AAPLApple INC股票-科技1.46%—+5.46%
15SCHWSchwab (charles) CORP股票-金融1.37%—+5.85%
16VTEBVanguard Tax-exempt Bond ETFETF-其他1.33%+0.50%+68.94%
17COSTCostco Wholesale CORP股票-非循環性消費1.27%+0.21%+7.73%
18BRK-BBerkshire Hathaway Inc-cl B股票-其他1.08%+0.02%+11.25%
19GOOGLAlphabet Inc-cl A股票-通訊服務1.07%-0.15%-0.18%
20GOOGAlphabet Inc-cl C股票-通訊服務0.92%—+11.46%
21MRKMerck & Co. INC.股票-醫療保健0.82%+0.08%+0.58%
22VVisa Inc-class A Shares股票-金融0.76%-0.10%+6.06%
23CBChubb Limited股票-金融0.73%—+3.36%
24IBMIntl Business Machines CORP股票-科技0.72%-0.13%+7.69%
25TRMKTrustmark CORP股票-其他0.68%——
26AMZNAmazon.com INC股票-循環性消費0.67%—+3.35%
27IWDIshares Russell 1000 Value EETF-其他0.63%—+0.10%
28CATCaterpillar INC股票-工業0.62%+0.07%-4.34%
29JPMJpmorgan Chase & Co股票-金融0.61%—+18.39%
30VTIVanguard Total Stock Mkt ETFETF-其他0.60%—+5.86%
31XOMExxon Mobil CORP股票-能源0.56%+0.18%+9.00%
32NINisource INC股票-公用事業0.54%+0.04%+1.65%
33AVGOBroadcom INC股票-科技0.52%-0.09%+0.16%
34CSCOCisco Systems INC股票-科技0.52%+0.07%+19.02%
35MDTMedtronic plc股票-醫療保健0.50%—+8.58%
36SLBSlb LTD股票-能源0.48%+0.12%+4.79%
37AMGNAmgen INC股票-醫療保健0.45%—+1.25%
38JNJJohnson & Johnson股票-醫療保健0.45%+0.11%+14.63%
39GLDSpdr Gold SharesETF-避險與商品0.43%——
40VLOValero Energy CORP股票-能源0.41%+0.13%-1.23%
41KOCoca-cola Co/the股票-非循環性消費0.40%+0.08%+19.71%
42ABBVAbbvie INC股票-醫療保健0.39%—-1.97%
43HONHoneywell International INC股票-工業0.39%—-1.67%
44BABoeing Co/the股票-工業0.39%—+8.01%
45LLYEli Lilly & Co股票-醫療保健0.39%-0.09%-1.61%
46MUNIPimco Intermediate MunicipalETF-其他0.38%—+12.11%
47PGProcter & Gamble Co/the股票-非循環性消費0.36%—+12.24%
48WMTWalmart INC股票-非循環性消費0.33%+0.16%+80.80%
49TSLATesla INC股票-循環性消費0.33%+0.32%+6076.00%
50ABTAbbott Laboratories股票-醫療保健0.30%—+22.82%
1–50 of 534

本季持股變動

Hanson & Doremus Investment Management 在 2026-03-31 最顯著的持倉異動： 新建倉: Berkshire Hathaway Inc-cl A (BRK-A); 新建倉: American Tower CORP (AMT); 新建倉: AstraZeneca PLC (AZN); 清倉: Astrazeneca Plc-spons Adr (AZNN); 加碼: Schwab US Broad Market ETF (SCHB) — 股數 +0.47%.

Hanson & Doremus 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
1GLWCorning INC+0.7%+1.76%加碼
2VTEBVanguard Tax-exempt Bond ETF+0.5%+68.94%加碼
3TSLATesla INC+0.3%+6076.00%加碼
4STXSeagate Technology Holdings plc+0.3%-7.28%減碼
5COSTCostco Wholesale CORP+0.2%+7.73%加碼
6XOMExxon Mobil CORP+0.2%+9.00%加碼
7WMWaste Management INC+0.2%+283.85%加碼
8WMTWalmart INC+0.2%+80.80%加碼
9VLOValero Energy CORP+0.1%-1.23%減碼
10NSCNorfolk Southern CORP+0.1%+229.77%加碼
11SLBSlb LTD+0.1%+4.79%加碼
12EMREmerson Electric Co+0.1%+82.29%加碼
13JNJJohnson & Johnson+0.1%+14.63%加碼
14TDToronto-dominion Bank+0.1%+155.54%加碼
15VCEBVanguard Esg US CORP Bond+0.1%+11.63%加碼
16MRKMerck & Co. INC.+0.1%+0.58%加碼
17KOCoca-cola Co/the+0.1%+19.71%加碼
18CSXCsx CORP+0.1%+211.49%加碼
19CATCaterpillar INC+0.1%-4.34%減碼
20CSCOCisco Systems INC+0.1%+19.02%加碼
21NVSNovartis Ag-sponsored Adr+0.1%+624.48%加碼
22VGITVanguard Intermediate-term T+0.1%+5.93%加碼
23TSMTaiwan Semiconductor-sp Adr+0.1%-4.10%減碼
24MKSIMks INC+0.1%+14.12%加碼
25APDAir Products & Chemicals INC+0.1%+108.27%加碼
26GEGeneral Electric+0.1%+43.16%加碼
27NINisource INC0%+1.65%加碼
28BRK-BBerkshire Hathaway Inc-cl B0%+11.25%加碼
29VSGXVanguard Esg Intl Stock ETF0%+4.71%加碼
30VWOVanguard Ftse Emerging Marke—+3.84%加碼
31PCORProcore Technologies INC-0.1%-2.37%減碼
32FSLRFirst Solar INC-0.1%+6.15%加碼
33DISWalt Disney Co/the-0.1%-23.65%減碼
34LLYEli Lilly & Co-0.1%-1.61%減碼
35AVGOBroadcom INC-0.1%+0.16%加碼
36VCITVanguard Int-term Corporate-0.1%+4.02%加碼
37VVisa Inc-class A Shares-0.1%+6.06%加碼
38ROPRoper Technologies INC-0.1%-13.78%減碼
39VEAVanguard Ftse Developed ETF-0.1%-0.25%減碼
40IBMIntl Business Machines CORP-0.1%+7.69%加碼
41GOOGLAlphabet Inc-cl A-0.2%-0.18%減碼
42PFEPfizer INC-0.2%-54.86%減碼
43ESGVVanguard Esg US Stock ETF-0.2%+5.29%加碼
44KRCKilroy Realty CORP-0.3%-77.32%減碼
45MSFTMicrosoft CORP-0.6%+5.87%加碼
46SCHBSchwab US Broad Market ETF-1.8%+0.47%加碼
47BRK-ABerkshire Hathaway Inc-cl A—NEW新建倉
48AMTAmerican Tower CORP—NEW新建倉
49AZNAstraZeneca PLC—NEW新建倉
50AZNNAstrazeneca Plc-spons Adr—EXIT清倉

FAQ

Hanson & Doremus Investment Management 是什麼機構？屬於哪種投資人類型？
Hanson & Doremus 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$8.7億，分佈在 534 個已申報部位之中。
Hanson & Doremus Investment Management 目前前幾大持股有哪些？
根據最新 13F 申報，Hanson & Doremus Investment Management 按市值排列的前幾大持股為： 1. Schwab US Broad Market ETF (SCHB) — US$1.8億 (20.3%) 2. Vanguard Intermediate-term T (VGIT) — US$7049.4萬 (8.1%) 3. Vanguard Ftse Developed ETF (VEA) — US$5202.2萬 (6.0%) 4. Vanguard Int-term Corporate (VCIT) — US$5119.7萬 (5.9%) 5. Vanguard Ftse Emerging Marke (VWO) — US$2695.0萬 (3.1%)
Hanson & Doremus 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，Hanson & Doremus Investment Management 共進行了 50 項顯著調整：新建倉 3 個部位、加碼 34 個既有持股、減碼 12 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Berkshire Hathaway Inc-cl A (BRK-A); 新建倉: American Tower CORP (AMT); 新建倉: AstraZeneca PLC (AZN); 清倉: Astrazeneca Plc-spons Adr (AZNN); 加碼: Schwab US Broad Market ETF (SCHB) — 股數 +0.47%
Hanson & Doremus 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，Hanson & Doremus Investment Management 的主要板塊分佈如下： • Information Technology: 34.9% • Financials: 16.0% • Health Care: 14.2% • Consumer Staples: 9.4% • Communication Services: 9.0% • Industrials: 7.9%