NE

New England Research & Management, Inc.

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$2.4亿

申报季度: 2026-03-31 · 持股只数: 143

New England Research & Management, Inc.在最新一期 13F 报告中披露了 143 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 39.3%。

机构性格雪花图

集中度
6.26
持仓稳定性
39.33
动能／逆势
100
行业集中度
45
多样化
100
仓位均衡度
88.84

近期动向

  • 减仓 AMZN

    -24.0%　-US$186.1万

  • 加仓 CRWD

    +893.0%　US$196.0万

  • 减仓 MSFT

    +0.4%　-US$167.7万

  • 加仓 JPM

    +540.6%　US$170.1万

  • 减仓 UTHR

    -74.5%　-US$149.3万

  • 加仓 DHI

    +253.4%　US$150.0万

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
1GOOGLAlphabet Inc-cl A股票-通信服务5.03%—+4.66%
2AAPLApple INC股票-科技4.06%—+1.37%
3URIUnited Rentals INC股票-工业3.41%+0.29%+25.58%
4JNJJohnson & Johnson股票-医疗保健2.98%+0.33%-1.44%
5PWRQuanta Services INC股票-工业2.83%+0.52%-2.60%
6MSFTMicrosoft CORP股票-科技2.35%-0.81%+0.35%
7ABBVAbbvie INC股票-医疗保健2.34%—+18.21%
8CSXCsx CORP股票-工业2.19%+0.33%+7.58%
9CHDChurch & Dwight Co INC股票-非周期性消费2.03%—-2.46%
10COFCapital One Financial CORP股票-金融2.01%+0.42%+74.73%
11GEVGE Vernova INC股票-工业1.96%—-20.69%
12BRK-BBerkshire Hathaway Inc-cl B股票-其他1.92%—+20.74%
13VVisa Inc-class A Shares股票-金融1.78%+0.35%+49.49%
14AMZNAmazon.com INC股票-周期性消费1.71%-0.88%-24.04%
15AVGOBroadcom INC股票-科技1.49%—+5.73%
16AMGNAmgen INC股票-医疗保健1.46%+0.53%+51.04%
17NFLXNetflix INC股票-通信服务1.44%+0.30%+27.15%
18UBERUber Technologies INC股票-工业1.35%—+15.83%
19MRKMerck & Co. INC.股票-医疗保健1.35%—-9.27%
20AWKAmerican Water Works Co INC股票-公用事业1.31%—+11.20%
21LLYEli Lilly & Co股票-医疗保健1.23%—+32.70%
22GOOGAlphabet Inc-cl C股票-通信服务1.20%—-2.40%
23XOMExxon Mobil CORP股票-能源1.17%—-17.85%
24WFCWells Fargo & Co股票-金融1.12%+0.38%+83.10%
25GSGoldman Sachs Group INC股票-金融1.08%-0.55%-28.89%
26KOCoca-cola Co/the股票-非周期性消费1.07%+0.37%+45.72%
27IBMIntl Business Machines CORP股票-科技1.03%—+8.10%
28ZTSZoetis INC股票-医疗保健1.02%—+1.72%
29MCDMcdonald's CORP股票-周期性消费1.01%—-1.15%
30NEENextera Energy INC股票-公用事业1.00%—-6.61%
31MSMorgan Stanley股票-金融0.97%—-6.22%
32PANWPalo Alto Networks INC股票-科技0.96%—+11.85%
33ABTAbbott Laboratories股票-医疗保健0.95%—-7.21%
34TFCTruist Financial CORP股票-金融0.95%—+11.01%
35CRWDCrowdstrike Holdings INC - A股票-科技0.94%+0.82%+893.04%
36UNPUnion Pacific CORP股票-工业0.93%—+19.44%
37PGProcter & Gamble Co/the股票-非周期性消费0.90%—+10.65%
38IDXXIdexx Laboratories INC股票-医疗保健0.90%+0.54%+216.67%
39DHIDr Horton INC股票-周期性消费0.90%+0.62%+253.41%
40CBChubb Limited股票-金融0.89%—+6.34%
41KMBKimberly-clark CORP股票-非周期性消费0.88%—-2.81%
42JPMJpmorgan Chase & Co股票-金融0.87%+0.72%+540.59%
43DALDelta Air Lines INC股票-工业0.82%+0.82%NEW
44SYYSysco CORP股票-非周期性消费0.74%-0.44%-32.27%
45SYKStryker CORP股票-医疗保健0.74%—+23.14%
46CCitigroup INC股票-金融0.73%+0.73%NEW
47GEGeneral Electric股票-工业0.72%—+42.56%
48PBProsperity Bancshares INC股票-金融0.71%—+34.36%
49IRIngersoll-rand INC股票-工业0.69%—+29.58%
50ETNEaton Corporation plc股票-工业0.69%-0.51%-47.35%
1–50 of 143

本季持股变动

New England Research & Management, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Meta Platforms Inc-class A (META); 清仓: Hyatt Hotels CORP - Cl A (H); 新建仓: Delta Air Lines INC (DAL); 清仓: Dell Technologies -c (DELL); 新建仓: Citigroup INC (C).

New England Research & Management, Inc. 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
1CRWDCrowdstrike Holdings INC - A+0.8%+893.04%加仓
2JPMJpmorgan Chase & Co+0.7%+540.59%加仓
3DHIDr Horton INC+0.6%+253.41%加仓
4IDXXIdexx Laboratories INC+0.5%+216.67%加仓
5AMGNAmgen INC+0.5%+51.04%加仓
6FSLRFirst Solar INC+0.5%+647.81%加仓
7PWRQuanta Services INC+0.5%-2.60%减仓
8COFCapital One Financial CORP+0.4%+74.73%加仓
9WFCWells Fargo & Co+0.4%+83.10%加仓
10KOCoca-cola Co/the+0.4%+45.72%加仓
11VVisa Inc-class A Shares+0.4%+49.49%加仓
12JNJJohnson & Johnson+0.3%-1.44%减仓
13CSXCsx CORP+0.3%+7.58%加仓
14NFLXNetflix INC+0.3%+27.15%加仓
15AIRAar CORP+0.3%+49.03%加仓
16URIUnited Rentals INC+0.3%+25.58%加仓
17PODDInsulet CORP-0.3%-58.33%减仓
18SYYSysco CORP-0.4%-32.27%减仓
19VEEVVeeva Systems Inc-class A-0.5%-48.66%减仓
20ETNEaton Corporation plc-0.5%-47.35%减仓
21GSGoldman Sachs Group INC-0.6%-28.89%减仓
22JJacobs Solutions INC-0.6%-85.80%减仓
23UTHRUnited Therapeutics CORP-0.7%-74.55%减仓
24MSFTMicrosoft CORP-0.8%+0.35%加仓
25AMZNAmazon.com INC-0.9%-24.04%减仓
26METAMeta Platforms Inc-class A—EXIT清仓
27HHyatt Hotels CORP - Cl A—EXIT清仓
28DALDelta Air Lines INC—NEW新建仓
29DELLDell Technologies -c—EXIT清仓
30CCitigroup INC—NEW新建仓
31NDAQNasdaq INC—NEW新建仓
32EQTEqt CORP—EXIT清仓
33BLKBlackrock INC—EXIT清仓
34MTHMeritage Homes CORP—NEW新建仓
35EOGEog Resources INC—EXIT清仓
36HLTHilton Worldwide Holdings In—NEW新建仓
37COSTCostco Wholesale CORP—EXIT清仓
38FCXFreeport-mcmoran INC—NEW新建仓
39MASMasco CORP—NEW新建仓
40ROPRoper Technologies INC—EXIT清仓
41MRVLMarvell Technology INC—EXIT清仓
42AVAVAerovironment INC—NEW新建仓
43NTRANatera INC—NEW新建仓
44PPGPpg Industries INC—NEW新建仓
45FLSFlowserve CORP—NEW新建仓
46BMYBristol-myers Squibb Co—EXIT清仓
47RCLRoyal Caribbean Cruises Ltd.—EXIT清仓
48APOApollo Global Management INC—NEW新建仓
49PHParker Hannifin CORP—NEW新建仓
50VRTXVertex Pharmaceuticals INC—NEW新建仓

FAQ

New England Research & Management, Inc. 是什么机构？属于哪种投资人类型？
New England Research & Management, Inc. 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$2.4亿，分布在 143 个已申报仓位之中。
New England Research & Management, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，New England Research & Management, Inc. 按市值排列的前几大持股为： 1. Alphabet Inc-cl A (GOOGL) — US$1189.1万 (5.0%) 2. Apple INC (AAPL) — US$960.6万 (4.1%) 3. United Rentals INC (URI) — US$806.6万 (3.4%) 4. Johnson & Johnson (JNJ) — US$704.3万 (3.0%) 5. Quanta Services INC (PWR) — US$669.4万 (2.8%)
New England Research & Management, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，New England Research & Management, Inc. 共进行了 50 项显著调整：新建仓 14 个仓位、加仓 15 个既有持股、减仓 10 个仓位，并完全清仓 11 个持股。 其中幅度最大的异动：清仓: Meta Platforms Inc-class A (META); 清仓: Hyatt Hotels CORP - Cl A (H); 新建仓: Delta Air Lines INC (DAL); 清仓: Dell Technologies -c (DELL); 新建仓: Citigroup INC (C)
New England Research & Management, Inc. 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，New England Research & Management, Inc. 的主要板块分布如下： • Industrials: 23.5% • Health Care: 17.8% • Financials: 16.6% • Information Technology: 13.3% • Communication Services: 8.0% • Consumer Discretionary: 7.1%