BC

Brookmont Capital Management

趋势追踪型高品质投资策略

申报总市值

US$1.8亿

申报季度: 2026-03-31 · 持股只数: 59

Brookmont Capital Management在最新一期 13F 报告中披露了 59 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 23.3%。

机构性格雪花图

集中度
41.16
持仓稳定性
23.3
动能／逆势
100
行业集中度
54.64
多样化
100
仓位均衡度
77.29

近期动向

  • 减仓 HD

    +0.3%　-US$229.3万

  • 加仓 SHEL

    +4.0%　US$135.2万

  • 减仓 MSFT

    +4.6%　-US$100.3万

  • 加仓 COP

    +5.2%　US$121.5万

  • 加仓 Q

    +5.4%　US$111.3万

  • 加仓 SOLS

    +1.9%　US$90.7万

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
1HDHome Depot INC股票-周期性消费29.92%-2.32%+0.32%
2LHXL3harris Technologies INC股票-工业3.34%+0.43%+0.98%
3SHELShell Plc-adr股票-能源3.16%+0.68%+3.95%
4GILDGilead Sciences INC股票-医疗保健2.94%+0.34%+3.02%
5JPMJpmorgan Chase & Co股票-金融2.88%-0.25%+3.99%
6AZNAstraZeneca PLC股票-医疗保健2.87%+2.87%NEW
7HONHoneywell International INC股票-工业2.56%+0.37%+4.26%
8MCDMcdonald's CORP股票-周期性消费2.41%+0.07%+4.72%
9ADIAnalog Devices INC股票-科技2.30%+0.31%+1.79%
10MSFTMicrosoft CORP股票-科技2.25%-0.66%+4.57%
11WFCWells Fargo & Co股票-金融2.18%-0.32%+5.46%
12ABTAbbott Laboratories股票-医疗保健2.14%-0.46%+4.16%
13COPConocophillips股票-能源2.09%+0.64%+5.18%
14AJGArthur J Gallagher & Co股票-金融2.00%-0.36%+4.67%
15USBUS Bancorp股票-金融1.97%—+3.33%
16PGProcter & Gamble Co/the股票-非周期性消费1.95%+0.05%+5.22%
17QQnity Electronics INC股票-科技1.90%+0.58%+5.40%
18EQIXEquinix INC股票-房地产1.76%+0.40%+4.09%
19BACBank Of America CORP股票-金融1.74%-0.20%+4.70%
20WMWaste Management INC股票-工业1.66%+0.10%+5.29%
21TELTE Connectivity plc股票-科技1.60%+1.60%NEW
22CMCSAComcast Corp-class A股票-通信服务1.56%+0.04%+10.52%
23UPSUnited Parcel Service-cl B股票-工业1.48%+0.06%+8.69%
24PNCPnc Financial Services Group股票-金融1.47%+0.02%+5.68%
25JNJJohnson & Johnson股票-医疗保健1.41%+0.21%+2.31%
26SOLSSolstice Adv Materials INC股票-原材料1.36%+0.48%+1.94%
27PEPPepsico INC股票-非周期性消费1.28%+0.13%+6.80%
28CVXChevron CORP股票-能源1.26%+0.33%+3.38%
296D8Dupont De Nemours INC股票-其他1.23%+0.18%+6.99%
30MCHPMicrochip Technology INC股票-科技1.20%—-0.23%
31RTXRtx CORP股票-工业1.07%+0.04%+2.62%
32SRESempra股票-公用事业0.94%+0.10%+4.22%
33NVDANvidia CORP股票-科技0.87%-0.12%-2.31%
34EVRGEvergy INC股票-公用事业0.84%+0.13%+8.52%
35QCOMQualcomm INC股票-科技0.80%+0.80%NEW
36NTESNetease Inc-adr股票-通信服务0.67%-0.13%+6.83%
37EMNEastman Chemical Co股票-原材料0.67%+0.12%+4.83%
38IVVIshares Core S&p 500 ETFETF-大型股与成长0.63%—+5.79%
39AGGIshares Core U.s. AggregateETF-其他0.62%+0.02%+7.54%
40IWFIshares Russell 1000 GrowthETF-其他0.57%+0.19%+74.65%
41IJHIshares Core S&p Midcap ETFETF-其他0.51%—+0.33%
42IJRIshares Core S&p Small-cap EETF-中小型股0.40%—+0.25%
43BSVVanguard Short-term Bond ETFETF-其他0.36%+0.03%+14.21%
44EFAIshares Msci Eafe ETFETF-其他0.35%+0.04%+16.12%
45BWXTBwx Technologies INC股票-工业0.32%+0.02%-7.24%
46XOMExxon Mobil CORP股票-能源0.29%+0.08%—
47VIGVanguard Dividend Apprec ETFETF-其他0.29%+0.05%+24.83%
48BIVVanguard Intermediate-term BETF-其他0.27%+0.03%+15.16%
49AVGOBroadcom INC股票-科技0.23%-0.05%-6.84%
50SYKStryker CORP股票-医疗保健0.19%—-2.44%
1–50 of 59

本季持股变动

Brookmont Capital Management 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Novo-nordisk A/s-spons Adr (NVO); 清仓: Accenture plc (ACN); 新建仓: TE Connectivity plc (TEL).

Brookmont Capital Management 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
1SHELShell Plc-adr+0.7%+3.95%加仓
2COPConocophillips+0.6%+5.18%加仓
3QQnity Electronics INC+0.6%+5.40%加仓
4SOLSSolstice Adv Materials INC+0.5%+1.94%加仓
5LHXL3harris Technologies INC+0.4%+0.98%加仓
6EQIXEquinix INC+0.4%+4.09%加仓
7HONHoneywell International INC+0.4%+4.26%加仓
8GILDGilead Sciences INC+0.3%+3.02%加仓
9CVXChevron CORP+0.3%+3.38%加仓
10ADIAnalog Devices INC+0.3%+1.79%加仓
11JNJJohnson & Johnson+0.2%+2.31%加仓
12IWFIshares Russell 1000 Growth+0.2%+74.65%加仓
136D8Dupont De Nemours INC+0.2%+6.99%加仓
14PEPPepsico INC+0.1%+6.80%加仓
15EVRGEvergy INC+0.1%+8.52%加仓
16EMNEastman Chemical Co+0.1%+4.83%加仓
17WMWaste Management INC+0.1%+5.29%加仓
18SRESempra+0.1%+4.22%加仓
19XOMExxon Mobil CORP+0.1%—不变
20MCDMcdonald's CORP+0.1%+4.72%加仓
21UPSUnited Parcel Service-cl B+0.1%+8.69%加仓
22PGProcter & Gamble Co/the+0.1%+5.22%加仓
23VIGVanguard Dividend Apprec ETF+0.1%+24.83%加仓
24CMCSAComcast Corp-class A0%+10.52%加仓
25RTXRtx CORP0%+2.62%加仓
26EFAIshares Msci Eafe ETF0%+16.12%加仓
27BSVVanguard Short-term Bond ETF0%+14.21%加仓
28BIVVanguard Intermediate-term B0%+15.16%加仓
29PNCPnc Financial Services Group0%+5.68%加仓
30AGGIshares Core U.s. Aggregate0%+7.54%加仓
31BWXTBwx Technologies INC0%-7.24%减仓
32AAPLApple INC0%-10.08%减仓
33AVGOBroadcom INC-0.1%-6.84%减仓
34NVDANvidia CORP-0.1%-2.31%减仓
35NTESNetease Inc-adr-0.1%+6.83%加仓
36BACBank Of America CORP-0.2%+4.70%加仓
37JPMJpmorgan Chase & Co-0.3%+3.99%加仓
38WFCWells Fargo & Co-0.3%+5.46%加仓
39AJGArthur J Gallagher & Co-0.4%+4.67%加仓
40ABTAbbott Laboratories-0.5%+4.16%加仓
41MSFTMicrosoft CORP-0.7%+4.57%加仓
42HDHome Depot INC-2.3%+0.32%加仓
43AZNAstraZeneca PLC—NEW新建仓
44AZNNAstrazeneca Plc-spons Adr—EXIT清仓
45NVONovo-nordisk A/s-spons Adr—EXIT清仓
46ACNAccenture plc—EXIT清仓
47TELTE Connectivity plc—NEW新建仓
48QCOMQualcomm INC—NEW新建仓
49IWDIshares Russell 1000 Value E—NEW新建仓
50COSTCostco Wholesale CORP—NEW新建仓

FAQ

Brookmont Capital Management 是什么机构？属于哪种投资人类型？
Brookmont Capital Management 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$1.8亿，分布在 59 个已申报仓位之中。
Brookmont Capital Management 目前前几大持股有哪些？
根据最新 13F 申报，Brookmont Capital Management 按市值排列的前几大持股为： 1. Home Depot INC (HD) — US$5343.6万 (29.9%) 2. L3harris Technologies INC (LHX) — US$597.0万 (3.3%) 3. Shell Plc-adr (SHEL) — US$563.6万 (3.2%) 4. Gilead Sciences INC (GILD) — US$525.4万 (2.9%) 5. Jpmorgan Chase & Co (JPM) — US$514.2万 (2.9%)
Brookmont Capital Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Brookmont Capital Management 共进行了 49 项显著调整：新建仓 5 个仓位、加仓 37 个既有持股、减仓 4 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Novo-nordisk A/s-spons Adr (NVO); 清仓: Accenture plc (ACN); 新建仓: TE Connectivity plc (TEL)
Brookmont Capital Management 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，Brookmont Capital Management 的主要板块分布如下： • Consumer Discretionary: 34.6% • Financials: 13.0% • Information Technology: 12.0% • Industrials: 11.2% • Health Care: 10.1% • Energy: 7.2%