CG

Corundum Group, 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$3.0億

申報季度: 2026-03-31 · 持股檔數: 108

Corundum Group, Inc.在最新一期 13F 報告中揭露了 108 項持股，申報期為 2026-03-31，總持股市值約為 US$3.0億，季度換手率為 12.8%。

機構性格雪花圖

集中度
18.07
持倉穩定性
12.79
動能／逆勢
100
產業集中度
52.32
多樣化
100
倉位均衡度
80.21

近期動向

  • 減碼 MSFT

    -18.3%　-US$276.6萬

  • 減碼 LIN

    -33.1%　-US$225.1萬

  • 減碼 88579y101

    +1.2%　-US$129.0萬

  • 加碼 XOM

    +4.8%　US$102.1萬

  • 加碼 IWD

    +1.6%　US$111.5萬

  • 減碼 LMT

    -26.1%　-US$94.9萬

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
1IWFIshares Russell 1000 GrowthETF-其他12.17%+0.08%+12.21%
2IWDIshares Russell 1000 Value EETF-其他11.84%+0.33%+1.64%
3EFAIshares Msci Eafe ETFETF-其他5.27%+0.26%+4.46%
4✓ 3m Co股票-其他4.81%-0.45%+1.18%
5LMTLockheed Martin CORP股票-工業3.85%-0.33%-26.07%
6IWOIshares Russell 2000 GrowthETF-中小型股3.70%—+3.00%
7IWNIshares Russell 2000 Value EETF-中小型股3.39%+0.11%-0.67%
8IWSIshares Russell Mid-cap ValuETF-其他3.35%+0.14%+1.36%
9IWPIshares Russell Mid-cap GrowETF-其他3.23%+0.08%+10.07%
10SPYState Street SPDR S&P 500 ETF TrustETF-大型股與成長2.69%-0.12%+0.90%
11LINLinde plc股票-原物料2.63%-0.76%-33.13%
12SUSAIshares Esg Optimized Msci UETF-其他2.21%-0.18%-1.83%
13AAPLApple INC股票-科技1.99%-0.15%+0.17%
14MSFTMicrosoft CORP股票-科技1.54%-0.94%-18.33%
15✓ Vanguard Russell 1000 Value Et股票-其他1.48%+0.23%+16.91%
16GLDSPDR Gold SharesETF-避險與商品1.35%+0.19%+8.10%
17IWBIshares Russell 1000 ETFETF-其他1.28%+0.18%+21.88%
18✓ Invesco Exchange Traded Fd T股票-其他1.13%+0.20%+19.43%
19IWMIshares Russell 2000 ETFETF-中小型股1.13%+0.24%+25.96%
20XOMExxon Mobil Corporation股票-能源1.05%+0.34%+4.84%
21NVDANVIDIA Corporation股票-科技0.99%—+2.93%
22✓ J P Morgan Chase And Co股票-其他0.96%-0.09%+0.75%
23GOOGAlphabet Inc.股票-通訊服務0.93%-0.18%-8.32%
24GOOGAlphabet Inc.股票-通訊服務0.86%—+2.64%
25✓ Spdr Portfolio S&p 500 ETFETF-大型股與成長0.86%-0.19%-14.40%
26✓ First TR Global Tactical Commodity ETFETF-避險與商品0.80%+0.25%+18.10%
27✓ Utilities Select Sector SPDR Fund - ETFETF-其他0.80%+0.19%+21.68%
28CATCaterpillar INC股票-工業0.80%+0.19%+5.70%
29VOOVanguard S&p 500 ETFETF-大型股與成長0.79%+0.19%+39.36%
30IVWIshares S&p 500 Growth ETFETF-大型股與成長0.77%-0.10%-3.21%
31AVGOBroadcom Inc.股票-科技0.71%—+5.10%
32✓ Nushares ETF Tr Small Cap ETFETF-中小型股0.68%—-1.71%
33JNJJohnson & Johnson股票-醫療保健0.64%+0.13%+6.04%
34IJHIshares Core S&p Midcap ETFETF-其他0.62%—-6.81%
35VVisa Inc.股票-金融0.60%—+33.74%
36AMZNAmazon.com INC股票-循環性消費0.59%-0.11%-6.94%
37ABBVAbbVie Inc.股票-醫療保健0.59%—-3.08%
38GSThe Goldman Sachs Group, Inc.股票-金融0.53%—+10.54%
39CSCOCisco Systems, Inc.股票-科技0.52%—+9.65%
40BMYBristol-myers Squibb Co股票-醫療保健0.52%+0.09%+8.85%
41LLYEli Lilly & Co股票-醫療保健0.51%—+10.52%
42ECLEcolab INC股票-原物料0.50%—+11.21%
43COSTCostco Wholesale Corporation股票-非循環性消費0.49%—-7.33%
44USBUS Bancorp股票-金融0.48%—+9.75%
45WMTWalmart INC股票-非循環性消費0.48%+0.09%+9.51%
46DUKDuke Energy Corporation股票-公用事業0.47%+0.31%+172.93%
47WMWaste Management, Inc.股票-工業0.46%—+11.32%
48HDHome Depot INC股票-循環性消費0.45%—+13.59%
49INTCIntel CORP股票-科技0.44%+0.10%+9.94%
50AMGNAmgen INC股票-醫療保健0.43%—+10.92%
1–50 of 108

本季持股變動

Corundum Group, Inc. 在 2026-03-31 最顯著的持倉異動： 清倉: Ishares Core S&p 500 ETF (IVV); 新建倉: Verizon Communications Inc. (VZ); 新建倉: United Parcel Service-cl B (UPS); 清倉: Parker Hannifin CORP (PH); 清倉: Clorox Company (CLX).

Corundum Group, 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 Corporation+0.3%+4.84%加碼
2IWDIshares Russell 1000 Value E+0.3%+1.64%加碼
3DUKDuke Energy Corporation+0.3%+172.93%加碼
4EFAIshares Msci Eafe ETF+0.3%+4.46%加碼
5✓ First TR Global Tactical Commodity ETF+0.3%+18.10%加碼
6IWMIshares Russell 2000 ETF+0.2%+25.96%加碼
7✓ Vanguard Russell 1000 Value Et+0.2%+16.91%加碼
8✓ Invesco Exchange Traded Fd T+0.2%+19.43%加碼
9GLDSPDR Gold Shares+0.2%+8.10%加碼
10VOOVanguard S&p 500 ETF+0.2%+39.36%加碼
11✓ Utilities Select Sector SPDR Fund - ETF+0.2%+21.68%加碼
12CATCaterpillar INC+0.2%+5.70%加碼
13IWBIshares Russell 1000 ETF+0.2%+21.88%加碼
14CVXChevron CORP+0.2%+20.37%加碼
15IWSIshares Russell Mid-cap Valu+0.1%+1.36%加碼
16JNJJohnson & Johnson+0.1%+6.04%加碼
17IWNIshares Russell 2000 Value E+0.1%-0.67%減碼
18FDXFedEx Corporation+0.1%+24.39%加碼
19INTCIntel CORP+0.1%+9.94%加碼
20MAMastercard Incorporated+0.1%+51.22%加碼
21BMYBristol-myers Squibb Co+0.1%+8.85%加碼
22WMTWalmart INC+0.1%+9.51%加碼
23IWFIshares Russell 1000 Growth+0.1%+12.21%加碼
24IWPIshares Russell Mid-cap Grow+0.1%+10.07%加碼
25MRKMerck & Co., Inc.+0.1%+9.85%加碼
26✓ J P Morgan Chase And Co-0.1%+0.75%加碼
27IVWIshares S&p 500 Growth ETF-0.1%-3.21%減碼
28AMZNAmazon.com INC-0.1%-6.94%減碼
29SPYState Street SPDR S&P 500 ETF Trust-0.1%+0.90%加碼
30AAPLApple INC-0.2%+0.17%加碼
31GOOGAlphabet Inc.-0.2%-8.32%減碼
32SUSAIshares Esg Optimized Msci U-0.2%-1.83%減碼
33✓ Spdr Portfolio S&p 500 ETF-0.2%-14.40%減碼
34LMTLockheed Martin CORP-0.3%-26.07%減碼
35✓ 3m Co-0.5%+1.18%加碼
36LINLinde plc-0.8%-33.13%減碼
37MSFTMicrosoft CORP-0.9%-18.33%減碼
38IVVIshares Core S&p 500 ETF—EXIT清倉
39VZVerizon Communications Inc.—NEW新建倉
40UPSUnited Parcel Service-cl B—NEW新建倉
41PHParker Hannifin CORP—EXIT清倉
42CLXClorox Company—EXIT清倉
43✓ Corteva INC Reg Shs—EXIT清倉
44✓ Trane Technologies PLC—EXIT清倉
45✓ Dimensional ETF Trust—NEW新建倉
46TJXTjx Companies INC—EXIT清倉
47✓ Dimensional U S Equity ETF—NEW新建倉
48METAMeta Platforms, Inc.—EXIT清倉
49✓ Ishares 0-3 Month Treasury Bon—NEW新建倉
50ICEIntercontinental Exchange, Inc.—EXIT清倉

FAQ

Corundum Group, Inc. 是什麼機構？屬於哪種投資人類型？
Corundum Group, 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$3.0億，分佈在 108 個已申報部位之中。
Corundum Group, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Corundum Group, Inc. 按市值排列的前幾大持股為： 1. Ishares Russell 1000 Growth (IWF) — US$3642.7萬 (12.2%) 2. Ishares Russell 1000 Value E (IWD) — US$3541.2萬 (11.8%) 3. Ishares Msci Eafe ETF (EFA) — US$1578.0萬 (5.3%) 4. 3m Co — US$1440.0萬 (4.8%) 5. Lockheed Martin CORP (LMT) — US$1151.1萬 (3.9%)
Corundum Group, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Corundum Group, Inc. 共進行了 50 項顯著調整：新建倉 5 個部位、加碼 28 個既有持股、減碼 9 個部位，並完全清倉 8 個持股。 其中幅度最大的異動：清倉: Ishares Core S&p 500 ETF (IVV); 新建倉: Verizon Communications Inc. (VZ); 新建倉: United Parcel Service-cl B (UPS); 清倉: Parker Hannifin CORP (PH); 清倉: Clorox Company (CLX)
Corundum Group, 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，Corundum Group, Inc. 的主要板塊分佈如下： • Information Technology: 27.9% • Industrials: 21.7% • Health Care: 15.0% • Financials: 9.8% • Communication Services: 8.8% • Consumer Staples: 5.9%