FL

First Long Island Investors, LLC

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$12.3亿

申报季度: 2026-03-31 · 持股只数: 70

First Long Island Investors, LLC在最新一期 13F 报告中披露了 70 项持股，申报期为 2026-03-31，总持股市值约为 US$12.3亿，季度换手率为 24.8%。

机构性格雪花图

集中度
10.8
持仓稳定性
24.76
动能／逆势
100
行业集中度
53.97
多样化
100
仓位均衡度
90.49

近期动向

  • 减仓 ADP

    -42.9%　-US$2710.0万

  • 加仓 APH

    +40.7%　US$1093.3万

  • 加仓 AAPL

    +58.4%　US$939.2万

  • 减仓 MSFT

    -0.6%　-US$1860.1万

  • 加仓 V

    +37.8%　US$682.6万

  • 减仓 CDNS

    -68.4%　-US$1160.5万

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
1NVDANvidia CORP股票-科技4.90%+0.15%-0.29%
2MSFTMicrosoft CORP股票-科技4.81%-0.90%-0.57%
3AMZNAmazon.com INC股票-周期性消费4.64%-0.22%-4.24%
4PHParker Hannifin CORP股票-工业4.36%—-0.80%
5GOOGLAlphabet Inc-cl A股票-通信服务4.06%-0.14%-4.69%
6APHAmphenol Corp-cl A股票-科技3.70%+1.16%+40.70%
7VVisa Inc-class A Shares股票-金融3.51%+0.84%+37.79%
8LLYEli Lilly & Co股票-医疗保健3.29%-0.20%-0.35%
9TSMTaiwan Semiconductor-sp Adr股票-科技3.21%+0.58%-0.85%
10ABTAbbott Laboratories股票-医疗保健3.18%-0.74%-10.33%
11AVGOBroadcom INC股票-科技3.00%-0.04%-0.27%
12LOWLowe's Cos INC股票-周期性消费2.99%+0.21%-0.85%
13JPMJpmorgan Chase & Co股票-金融2.78%—-0.95%
14MAMastercard INC - A股票-金融2.65%-0.09%-0.21%
15AAPLApple INC股票-科技2.35%+0.91%+58.45%
16METAMeta Platforms Inc-class A股票-通信服务2.26%-0.03%+2.76%
17JNJJohnson & Johnson股票-医疗保健2.23%+0.50%-1.53%
18PMPhilip Morris International股票-非周期性消费2.14%—-1.19%
19ABBVAbbvie INC股票-医疗保健2.09%+0.08%-1.11%
20AMGNAmgen INC股票-医疗保健2.00%+0.30%-0.92%
21WSMWilliams-sonoma INC股票-周期性消费1.93%—-1.02%
22FASTFastenal Co股票-工业1.88%+0.39%-1.14%
23ADPAutomatic Data Processing股票-科技1.81%-1.81%-42.86%
24BLKCHFBlackrock INC股票-其他1.68%-0.03%-1.16%
25UBERUber Technologies INC股票-工业1.65%+0.24%+20.03%
26ETNEaton Corporation plc股票-工业1.60%+0.31%-0.63%
27BXBlackstone INC股票-金融1.53%-0.33%-0.35%
28NEENextera Energy INC股票-公用事业1.41%+0.30%-0.58%
29QCOMQualcomm INC股票-科技1.39%-0.30%-1.21%
30FICOFair Isaac CORP股票-科技1.35%+0.70%+198.21%
31USBUS Bancorp股票-金融1.34%—-0.93%
32GOOGAlphabet Inc-cl C股票-通信服务1.34%+0.01%-0.03%
33PEPPepsico INC股票-非周期性消费1.32%+0.21%-0.56%
34MCDMcdonald's CORP股票-周期性消费1.29%—-1.02%
35CNICanadian Natl Railway Co股票-工业1.25%+0.22%+6.32%
36✓ 股票-其他1.17%+1.17%NEW
37ITWIllinois Tool Works股票-工业1.16%+0.15%-1.18%
38UNHUnitedhealth Group INC股票-医疗保健1.16%-0.13%-1.07%
39INTUIntuit INC股票-科技1.12%-0.28%+10.88%
40HDHome Depot INC股票-周期性消费1.10%+0.04%-1.10%
41ZTSZoetis INC股票-医疗保健1.04%-0.17%-17.34%
42SPOTSpotify Technology S.A.股票-通信服务1.01%+0.51%+119.54%
43PAYXPaychex INC股票-科技0.95%-0.03%+6.30%
44COFCapital One Financial CORP股票-金融0.87%-0.01%+18.94%
45NFLXNetflix INC股票-通信服务0.75%-0.35%-39.93%
46GEVGE Vernova INC股票-工业0.73%+0.73%NEW
47SNPSSynopsys INC股票-科技0.69%+0.69%NEW
48ISRGIntuitive Surgical INC股票-医疗保健0.43%-0.05%—
49CDNSCadence Design Sys INC股票-科技0.37%-0.81%-68.38%
50SCHWSchwab (charles) CORP股票-金融0.05%—-7.03%
1–50 of 70

本季持股变动

First Long Island Investors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Accenture plc (ACN); 清仓: Adobe INC (ADBE); 新建仓: ; 清仓: Walt Disney Co/the (DIS); 清仓: Mondelez International Inc-a (MDLZ).

First Long Island Investors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1APHAmphenol Corp-cl A+1.2%+40.70%加仓
2AAPLApple INC+0.9%+58.45%加仓
3VVisa Inc-class A Shares+0.8%+37.79%加仓
4FICOFair Isaac CORP+0.7%+198.21%加仓
5TSMTaiwan Semiconductor-sp Adr+0.6%-0.85%减仓
6SPOTSpotify Technology S.A.+0.5%+119.54%加仓
7JNJJohnson & Johnson+0.5%-1.53%减仓
8FASTFastenal Co+0.4%-1.14%减仓
9ETNEaton Corporation plc+0.3%-0.63%减仓
10NEENextera Energy INC+0.3%-0.58%减仓
11AMGNAmgen INC+0.3%-0.92%减仓
12UBERUber Technologies INC+0.2%+20.03%加仓
13CNICanadian Natl Railway Co+0.2%+6.32%加仓
14PEPPepsico INC+0.2%-0.56%减仓
15LOWLowe's Cos INC+0.2%-0.85%减仓
16NVDANvidia CORP+0.2%-0.29%减仓
17ITWIllinois Tool Works+0.2%-1.18%减仓
18ABBVAbbvie INC+0.1%-1.11%减仓
19HDHome Depot INC0%-1.10%减仓
20GOOGAlphabet Inc-cl C0%-0.03%减仓
21JPMJpmorgan Chase & Co—-0.95%减仓
22COFCapital One Financial CORP0%+18.94%加仓
23METAMeta Platforms Inc-class A0%+2.76%加仓
24BLKCHFBlackrock INC0%-1.16%减仓
25PAYXPaychex INC0%+6.30%加仓
26AVGOBroadcom INC0%-0.27%减仓
27ISRGIntuitive Surgical INC-0.1%—不变
28MAMastercard INC - A-0.1%-0.21%减仓
29UNHUnitedhealth Group INC-0.1%-1.07%减仓
30GOOGLAlphabet Inc-cl A-0.1%-4.69%减仓
31ZTSZoetis INC-0.2%-17.34%减仓
32LLYEli Lilly & Co-0.2%-0.35%减仓
33AMZNAmazon.com INC-0.2%-4.24%减仓
34INTUIntuit INC-0.3%+10.88%加仓
35QCOMQualcomm INC-0.3%-1.21%减仓
36BXBlackstone INC-0.3%-0.35%减仓
37NFLXNetflix INC-0.4%-39.93%减仓
38ABTAbbott Laboratories-0.7%-10.33%减仓
39CDNSCadence Design Sys INC-0.8%-68.38%减仓
40MSFTMicrosoft CORP-0.9%-0.57%减仓
41ADPAutomatic Data Processing-1.8%-42.86%减仓
42ACNAccenture plc—EXIT清仓
43ADBEAdobe INC—EXIT清仓
44✓ —NEW新建仓
45DISWalt Disney Co/the—EXIT清仓
46MDLZMondelez International Inc-a—EXIT清仓
47GEVGE Vernova INC—NEW新建仓
48SNPSSynopsys INC—NEW新建仓
49VIGVanguard Dividend Apprec ETF—EXIT清仓
50IVVIshares Core S&p 500 ETF—EXIT清仓

FAQ

First Long Island Investors, LLC 是什么机构？属于哪种投资人类型？
First Long Island Investors, LLC 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$12.3亿，分布在 70 个已申报仓位之中。
First Long Island Investors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，First Long Island Investors, LLC 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$6036.1万 (4.9%) 2. Microsoft CORP (MSFT) — US$5924.2万 (4.8%) 3. Amazon.com INC (AMZN) — US$5723.0万 (4.6%) 4. Parker Hannifin CORP (PH) — US$5375.0万 (4.4%) 5. Alphabet Inc-cl A (GOOGL) — US$5009.2万 (4.1%)
First Long Island Investors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，First Long Island Investors, LLC 共进行了 49 项显著调整：新建仓 3 个仓位、加仓 11 个既有持股、减仓 29 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：清仓: Accenture plc (ACN); 清仓: Adobe INC (ADBE); 新建仓: ; 清仓: Walt Disney Co/the (DIS); 清仓: Mondelez International Inc-a (MDLZ)
First Long Island Investors, LLC 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，First Long Island Investors, LLC 的主要板块分布如下： • Information Technology: 30.6% • Health Care: 16.0% • Financials: 13.2% • Industrials: 13.0% • Consumer Discretionary: 12.3% • Communication Services: 9.7%