AQ
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2
分散型投资策略高品质投资策略长期持有型
申报总市值
US$7931.6万
申报季度: 2017-06-30 · 持股只数: 146
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2在最新一期 13F 报告中披露了 146 项持股，申报期为 2017-06-30，总持股市值约为 US$7931.6万，季度换手率为 0.0%。
机构性格雪花图
- 集中度
- 4.85
- 持仓稳定性
- 0
- 动能／逆势
- 50
- 行业集中度
- 69.03
- 多样化
- 100
- 仓位均衡度
- 91.33
近期动向
本季暂无持股变动
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
仅显示前 144 大持股（共 146 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SH1USD | Proshares Short S&p500 | ETF-其他 | 3.57% | — | — | — |
| 2 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.45% | — | — | — |
| 3 | AXP | American Express Company | 股票-金融 | 1.93% | — | — | — |
| 4 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.82% | — | — | — |
| 5 | WMB | Williams Cos INC | 股票-能源 | 1.80% | — | — | — |
| 6 | BAYRY | Bayer Ag-sponsored Adr | 股票-其他 | 1.78% | — | — | — |
| 7 | ZD | Ziff Davis INC | 股票-其他 | 1.78% | — | — | — |
| 8 | TDG | Transdigm Group INC | 股票-工业 | 1.68% | — | — | — |
| 9 | MDU | Mdu Resources Group INC | 股票-公用事业 | 1.68% | — | — | — |
| 10 | OTTR | Otter Tail CORP | 股票-工业 | 1.66% | — | — | — |
| 11 | ✓ | 股票-其他 | 1.64% | — | — | — | |
| 12 | ORA | Ormat Technologies INC | 股票-公用事业 | 1.64% | — | — | — |
| 13 | T | At&t INC | 股票-通信服务 | 1.59% | — | — | — |
| 14 | ✓ | Energen CORP | 股票-其他 | 1.59% | — | — | — |
| 15 | CI | The Cigna Group | 股票-医疗保健 | 1.58% | — | — | — |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.56% | — | — | — |
| 17 | MIDD | Middleby CORP | 股票-工业 | 1.56% | — | — | — |
| 18 | BGS | B&g Foods INC | 股票-其他 | 1.55% | — | — | — |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 1.54% | — | — | — |
| 20 | SPKKY | Spark New Zealand-spon Adr | 股票-其他 | 1.53% | — | — | — |
| 21 | NSC | Norfolk Southern CORP | 股票-工业 | 1.50% | — | — | — |
| 22 | GD | General Dynamics CORP | 股票-工业 | 1.46% | — | — | — |
| 23 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 1.44% | — | — | — |
| 24 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 1.43% | — | — | — |
| 25 | CLX | Clorox Company | 股票-非周期性消费 | 1.37% | — | — | — |
| 26 | BG | Bunge Global SA | 股票-非周期性消费 | 1.29% | — | — | — |
| 27 | KDP | Keurig Dr Pepper Inc. | 股票-非周期性消费 | 1.29% | — | — | — |
| 28 | T 6.125 08-15-29 | US Treasury N/b | 股票-通信服务 | 1.27% | — | — | — |
| 29 | T 5.5 08-15-28 | US Treasury N/b | 股票-通信服务 | 1.27% | — | — | — |
| 30 | T 2.25 02-15-27 | US Treasury N/b | 股票-通信服务 | 1.25% | — | — | — |
| 31 | FFCB 3.17 04-24-29 | Federal Farm Credit Bank | 股票-其他 | 1.25% | — | — | — |
| 32 | T 2 02-15-25 | US Treasury N/b | 股票-通信服务 | 1.24% | — | — | — |
| 33 | T 4.75 02-15-41 | US Treasury N/b | 股票-通信服务 | 1.24% | — | — | — |
| 34 | KEL | Kellanova | 股票-其他 | 1.24% | — | — | — |
| 35 | NLYEUR | Annaly Capital Management In | 股票-其他 | 1.21% | — | — | — |
| 36 | ENR | Energizer Holdings INC | 股票-其他 | 1.19% | — | — | — |
| 37 | AGNC | Agnc Investment CORP | 股票-房地产 | 1.16% | — | — | — |
| 38 | DLR | Digital Realty Trust INC | 股票-房地产 | 1.15% | — | — | — |
| 39 | POIXX | Fh Inst Prime Obligation-is | 股票-其他 | 1.14% | — | — | — |
| 40 | POR | Portland General Electric Co | 股票-公用事业 | 1.11% | — | — | — |
| 41 | APU | Amerigas Partners LP | 股票-其他 | 1.04% | — | — | — |
| 42 | WEP | Magellan Midstream Partners | 股票-其他 | 1.00% | — | — | — |
| 43 | PEG 8.625 04-15-31 | Pseg Power LLC | 股票-公用事业 | 0.81% | — | — | — |
| 44 | WFC 5.95 08-26-36 | Wells Fargo Bank NA | 股票-金融 | 0.79% | — | — | — |
| 45 | MPX | Marine Products CORP | 股票-其他 | 0.76% | — | — | — |
| 46 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.72% | — | — | — |
| 47 | PYX 9.875 07-15-21 | Pyxus International INC | 股票-其他 | 0.71% | — | — | — |
| 48 | T 5 05-15-37 | US Treasury N/b | 股票-通信服务 | 0.69% | — | — | — |
| 49 | GE 6.75 03-15-32 MTNA | General Electric Co | 股票-工业 | 0.69% | — | — | — |
| 50 | TPR | Tapestry, Inc. | 股票-周期性消费 | 0.66% | — | — | — |
1–50 of 144
申报总市值趋势
暂无足够数据计算性格分数
行业配置
历年行业分布趋势
暂无足够的行业对照数据
季度历史总览
本季持股变动
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|
FAQ
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 是什么机构？属于哪种投资人类型？
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 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（2017-06-30），该机构追踪的股票投资组合估值约为 US$7931.6万，分布在 146 个已申报仓位之中。
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 目前前几大持股有哪些？
根据最新 13F 申报，AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 按市值排列的前几大持股为：
1. Proshares Short S&p500 (SH1USD) — US$283.1万 (3.6%)
2. Kimberly-clark CORP (KMB) — US$194.1万 (2.5%)
3. American Express Company (AXP) — US$152.9万 (1.9%)
4. Diageo Plc-sponsored Adr (DEO) — US$144.1万 (1.8%)
5. Williams Cos INC (WMB) — US$142.5万 (1.8%)
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 在最新一期 13F 申报中做了哪些操作？
最新一期申报显示 AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 的持仓并无明显异动，组合整体维持相对稳定。
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 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，AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 的主要板块分布如下：
• Health Care: 39.8%
• Financials: 15.3%
• Industrials: 12.0%
• Communication Services: 12.0%
• Consumer Staples: 10.8%
• Information Technology: 8.6%