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Ipswich Investment Management Co., Inc.

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$4.3億

申報季度: 2026-03-31 · 持股檔數: 185

Ipswich Investment Management Co., Inc.在最新一期 13F 報告中揭露了 185 項持股，申報期為 2026-03-31，總持股市值約為 US$4.3億，季度換手率為 18.1%。

機構性格雪花圖

集中度
7.6
持倉穩定性
18.09
動能／逆勢
100
產業集中度
40.47
多樣化
100
倉位均衡度
84.1

近期動向

  • 減碼 MSFT

    -0.7%　-US$718.3萬

  • 加碼 XOM

    -4.5%　US$373.5萬

  • 減碼 GOOGL

    -6.0%　-US$251.7萬

  • 減碼 NVO

    -41.1%　-US$216.0萬

  • 加碼 TPL

    -9.3%　US$198.4萬

  • 減碼 ACN

    -12.0%　-US$202.7萬

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
1MSFTMicrosoft CORP股票-科技5.35%-1.59%-0.66%
2AAPLApple INC股票-科技5.01%-0.35%-1.26%
3GOOGLAlphabet Inc-cl A股票-通訊服務3.75%-0.53%-5.97%
4XOMExxon Mobil CORP股票-能源3.41%+0.92%-4.48%
5COSTCostco Wholesale CORP股票-非循環性消費3.30%+0.41%-2.48%
6IWVIshares Russell 3000 ETFETF-其他3.21%-0.22%-3.87%
7JPMJpmorgan Chase & Co股票-金融3.10%-0.26%-0.50%
8NVDANvidia CORP股票-科技2.92%-0.20%-1.27%
9CATCaterpillar INC股票-工業2.62%+0.45%-3.38%
10AMZNAmazon.com INC股票-循環性消費2.36%-0.28%-2.07%
11JNJJohnson & Johnson股票-醫療保健2.12%+0.32%-1.54%
12VVisa Inc-class A Shares股票-金融1.89%-0.33%-2.18%
13CVXChevron CORP股票-能源1.78%+0.45%-3.02%
14ASMLASML Holding N.V.股票-科技1.77%+0.28%-4.97%
15TJXTjx Companies INC股票-循環性消費1.75%—-2.81%
16TXNTexas Instruments INC股票-科技1.68%+0.14%-3.81%
17PGRProgressive CORP股票-金融1.50%-0.23%-1.94%
18LINLinde plc股票-原物料1.46%+0.22%-0.28%
19MRSHMarsh & Mclennan Cos股票-金融1.46%-0.14%-3.88%
20TPLTexas Pacific Land CORP股票-能源1.40%+0.48%-9.33%
21WSOWatsco INC股票-工業1.39%—-2.56%
22LLYEli Lilly & Co股票-醫療保健1.36%-0.40%-10.79%
23MRKMerck & Co. INC.股票-醫療保健1.33%+0.18%-0.11%
24AMGNAmgen INC股票-醫療保健1.31%—-1.43%
25PANWPalo Alto Networks INC股票-科技1.30%-0.19%-1.59%
26OKEOneok INC股票-能源1.26%+0.17%-7.23%
27CBChubb Limited股票-金融1.26%—-1.93%
28PGProcter & Gamble Co/the股票-非循環性消費1.23%-0.12%-11.06%
29CCJCameco CORP股票-能源1.06%+0.11%-7.34%
30GOOGAlphabet Inc-cl C股票-通訊服務1.03%-0.11%-2.01%
31AMRZAmrize Ltd股票-原物料1.02%—-6.45%
32ACNAccenture plc股票-科技0.88%-0.46%-12.02%
33IVVIshares Core S&p 500 ETFETF-大型股與成長0.88%—+0.33%
34NFLXNetflix INC股票-通訊服務0.78%+0.22%+32.64%
35BIPCBrookfield Infrastructure-a股票-公用事業0.74%-0.09%+1.39%
36PEPPepsico INC股票-非循環性消費0.71%—-8.52%
37KOCoca-cola Co/the股票-非循環性消費0.68%—-1.74%
38RTXRtx CORP股票-工業0.61%—-0.30%
39IBMIntl Business Machines CORP股票-科技0.61%-0.13%-0.53%
40STESTERIS plc股票-醫療保健0.61%+0.31%+131.81%
41ABBVAbbvie INC股票-醫療保健0.60%—+9.52%
42AMATApplied Materials INC股票-科技0.59%+0.15%—
43CMICummins INC股票-工業0.58%—-11.15%
44GEGeneral Electric股票-工業0.57%——
45EMREmerson Electric Co股票-工業0.53%—-1.70%
46HONHoneywell International INC股票-工業0.53%—-4.26%
47DUKDuke Energy CORP股票-公用事業0.51%—-0.83%
48UNPUnion Pacific CORP股票-工業0.51%—-0.25%
49NVSNovartis Ag-sponsored Adr股票-醫療保健0.50%—-19.13%
50LBLandbridge Co Llc-a股票-其他0.49%+0.15%+2.48%
1–50 of 185

本季持股變動

Ipswich Investment Management Co., Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: Totalenergies Se; 新建倉: Ishares Core S&p U.s. Value (IUSV); 新建倉: Ishares Core S&p U.s. Growth (IUSG); 新建倉: Ishares Russell Mid-cap Valu (IWS); 新建倉: Ishares Russell Mid-cap Grow (IWP).

Ipswich Investment Management Co., Inc. 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
1XOMExxon Mobil CORP+0.9%-4.48%減碼
2TPLTexas Pacific Land CORP+0.5%-9.33%減碼
3CVXChevron CORP+0.5%-3.02%減碼
4CATCaterpillar INC+0.5%-3.38%減碼
5COSTCostco Wholesale CORP+0.4%-2.48%減碼
6JNJJohnson & Johnson+0.3%-1.54%減碼
7STESTERIS plc+0.3%+131.81%加碼
8ASMLASML Holding N.V.+0.3%-4.97%減碼
9NFLXNetflix INC+0.2%+32.64%加碼
10LINLinde plc+0.2%-0.28%減碼
11EQNREquinor Asa-spon Adr+0.2%-10.95%減碼
12MRKMerck & Co. INC.+0.2%-0.11%減碼
13OKEOneok INC+0.2%-7.23%減碼
14LBLandbridge Co Llc-a+0.2%+2.48%加碼
15AMATApplied Materials INC+0.2%—不變
16TXNTexas Instruments INC+0.1%-3.81%減碼
17GEVGE Vernova INC+0.1%—不變
18CCJCameco CORP+0.1%-7.34%減碼
19OTISOtis Worldwide CORP-0.1%-14.90%減碼
20ADPAutomatic Data Processing-0.1%-1.61%減碼
21BIPCBrookfield Infrastructure-a-0.1%+1.39%加碼
22ORCLOracle CORP-0.1%-6.71%減碼
23GOOGAlphabet Inc-cl C-0.1%-2.01%減碼
24PGProcter & Gamble Co/the-0.1%-11.06%減碼
25IBMIntl Business Machines CORP-0.1%-0.53%減碼
26FICOFair Isaac CORP-0.1%—不變
27MRSHMarsh & Mclennan Cos-0.1%-3.88%減碼
28ABTAbbott Laboratories-0.2%-36.58%減碼
29CRMSalesforce INC-0.2%-45.31%減碼
30LEUCentrus Energy Corp-class A-0.2%-5.01%減碼
31PANWPalo Alto Networks INC-0.2%-1.59%減碼
32NVDANvidia CORP-0.2%-1.27%減碼
33IWVIshares Russell 3000 ETF-0.2%-3.87%減碼
34PGRProgressive CORP-0.2%-1.94%減碼
35JPMJpmorgan Chase & Co-0.3%-0.50%減碼
36AMZNAmazon.com INC-0.3%-2.07%減碼
37VVisa Inc-class A Shares-0.3%-2.18%減碼
38AAPLApple INC-0.4%-1.26%減碼
39LLYEli Lilly & Co-0.4%-10.79%減碼
40ACNAccenture plc-0.5%-12.02%減碼
41NVONovo-nordisk A/s-spons Adr-0.5%-41.08%減碼
42GOOGLAlphabet Inc-cl A-0.5%-5.97%減碼
43MSFTMicrosoft CORP-1.6%-0.66%減碼
44✓ Totalenergies Se—NEW新建倉
45IUSVIshares Core S&p U.s. Value—NEW新建倉
46IUSGIshares Core S&p U.s. Growth—NEW新建倉
47IWSIshares Russell Mid-cap Valu—NEW新建倉
48IWPIshares Russell Mid-cap Grow—NEW新建倉
49EGEverest Group, Ltd.—EXIT清倉
50DPZDomino's Pizza INC—NEW新建倉

FAQ

Ipswich Investment Management Co., Inc. 是什麼機構？屬於哪種投資人類型？
Ipswich Investment Management Co., Inc. 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$4.3億，分佈在 185 個已申報部位之中。
Ipswich Investment Management Co., Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Ipswich Investment Management Co., Inc. 按市值排列的前幾大持股為： 1. Microsoft CORP (MSFT) — US$2279.0萬 (5.3%) 2. Apple INC (AAPL) — US$2133.7萬 (5.0%) 3. Alphabet Inc-cl A (GOOGL) — US$1597.5萬 (3.8%) 4. Exxon Mobil CORP (XOM) — US$1450.7萬 (3.4%) 5. Costco Wholesale CORP (COST) — US$1403.9萬 (3.3%)
Ipswich Investment Management Co., Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Ipswich Investment Management Co., Inc. 共進行了 47 項顯著調整：新建倉 6 個部位、加碼 4 個既有持股、減碼 36 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Totalenergies Se; 新建倉: Ishares Core S&p U.s. Value (IUSV); 新建倉: Ishares Core S&p U.s. Growth (IUSG); 新建倉: Ishares Russell Mid-cap Valu (IWS); 新建倉: Ishares Russell Mid-cap Grow (IWP)
Ipswich Investment Management Co., Inc. 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，Ipswich Investment Management Co., Inc. 的主要板塊分佈如下： • Information Technology: 24.9% • Financials: 12.1% • Energy: 11.9% • Health Care: 11.8% • Industrials: 10.8% • Consumer Staples: 8.4%