WA

Wheatland Advisors 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$2410.5万

申报季度: 2020-06-30 · 持股只数: 47

Wheatland Advisors Inc在最新一期 13F 报告中披露了 47 项持股，申报期为 2020-06-30，总持股市值约为 US$2410.5万，季度换手率为 25.5%。

机构性格雪花图

集中度
15.24
持仓稳定性
25.54
动能／逆势
100
行业集中度
70.41
多样化
94
仓位均衡度
91.01

近期动向

  • 减仓 T

    -3.7%　-US$1000.0

  • 减仓 VZ

    +0.0%　US$2.7万

  • 减仓 RDS-A

    -10.9%　-US$7.6万

  • 减仓 GILD

    -2.0%　US$6000.0

  • 加仓 MSFT

    +0.1%　US$66.4万

  • 减仓 BAX

    -2.6%　US$2.6万

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
1MSFTMicrosoft CORP股票-科技12.20%+0.62%+0.09%
2VYMVanguard High Dvd Yield ETFETF-其他4.72%-0.44%+0.70%
3VZVerizon Communications INC股票-通信服务4.44%-0.86%+0.01%
4INTCIntel CORP股票-科技4.37%-0.57%-2.03%
5CSCOCisco Systems INC股票-科技3.95%-0.23%-2.39%
6TAt&t INC股票-通信服务3.95%-0.90%-3.71%
7PGProcter & Gamble Co/the股票-非周期性消费3.48%-0.61%-4.08%
8JNJJohnson & Johnson股票-医疗保健3.42%-0.49%+0.07%
9BAXBaxter International INC股票-医疗保健3.33%-0.62%-2.61%
10GILDGilead Sciences INC股票-医疗保健3.09%-0.67%-2.02%
11TFCTruist Financial CORP股票-金融3.07%-0.04%-0.76%
12LLYEli Lilly & Co股票-医疗保健2.92%-0.25%-4.45%
13WTRGEssential Utilities INC股票-公用事业2.85%-0.51%+0.01%
14LOWLowe's Cos INC股票-周期性消费2.80%+0.61%—
15PEPPepsico INC股票-非周期性消费2.67%-0.23%+2.42%
16MMM3m Co股票-工业2.66%-0.23%-1.22%
17MPCMarathon Petroleum CORP股票-能源1.98%+0.31%-7.90%
18WMTWalmart INC股票-非周期性消费1.93%-0.34%-1.27%
19KELKellanova股票-其他1.89%-0.21%+0.09%
20WBAWalgreens Boots Alliance INC股票-其他1.69%-0.55%—
21RDS-AShell Plc-spon Adr-a股票-其他1.61%-0.74%-10.92%
22QCOMQualcomm INC股票-科技1.55%—-8.89%
23CPBTHE Campbell's Company股票-非周期性消费1.53%-0.22%—
24PPLPpl CORP股票-公用事业1.53%-0.15%+6.51%
25MDTMedtronic plc股票-医疗保健1.52%-0.36%-2.44%
26NTRNutrien LTD股票-原材料1.36%-0.40%-0.49%
27COPConocophillips股票-能源1.34%+0.14%+0.01%
28TMPTompkins Financial CORP股票-其他1.22%-0.44%—
29SYYSysco CORP股票-非周期性消费1.16%-0.02%—
30VCSHVanguard S/t CORP Bond ETFETF-投资级公司债1.15%+1.15%NEW
31AAPLApple INC股票-科技1.13%+1.13%NEW
32SYKStryker CORP股票-医疗保健1.06%-0.13%—
33TIFEURTiffany & Co股票-其他1.01%-0.37%-4.76%
34ADPAutomatic Data Processing股票-科技0.99%-0.12%—
35ABBVAbbvie INC股票-医疗保健0.98%+0.98%NEW
36RTXRtx CORP股票-工业0.94%+0.94%NEW
37EMREmerson Electric Co股票-工业0.94%+0.94%NEW
38DISWalt Disney Co/the股票-通信服务0.90%+0.90%NEW
39PSXPhillips 66股票-能源0.88%+0.88%NEW
40PFEPfizer INC股票-医疗保健0.88%+0.88%NEW
41CMICummins INC股票-工业0.87%+0.87%NEW
42JNJJohnson & Johnson股票-医疗保健0.85%+0.85%NEW
43BDXBecton Dickinson And Co股票-医疗保健0.84%+0.84%NEW
44NVSNovartis Ag-sponsored Adr股票-医疗保健0.84%+0.84%NEW
45FNBFnb CORP股票-金融0.66%-0.14%-0.60%
46HIXWestern Asset High INC Ii股票-其他0.43%——
47AEPAmerican Electric Power Company, Inc.股票-公用事业0.39%-0.26%-14.88%

本季持股变动

Wheatland Advisors Inc 在 2020-06-30 最显著的持仓异动： 清仓: United Tech CORP (UTXZ); 新建仓: Vanguard S/t CORP Bond ETF (VCSH); 新建仓: Apple INC (AAPL); 新建仓: Abbvie INC (ABBV); 新建仓: Emerson Electric Co (EMR).

Wheatland Advisors Inc 于截至 2020-06-30 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
1MSFTMicrosoft CORP+0.6%+0.09%加仓
2LOWLowe's Cos INC+0.6%—不变
3MPCMarathon Petroleum CORP+0.3%-7.90%减仓
4COPConocophillips+0.1%+0.01%加仓
5QCOMQualcomm INC—-8.89%减仓
6HIXWestern Asset High INC Ii——不变
7SYYSysco CORP0%—不变
8TFCTruist Financial CORP0%-0.76%减仓
9ADPAutomatic Data Processing-0.1%—不变
10SYKStryker CORP-0.1%—不变
11FNBFnb CORP-0.1%-0.60%减仓
12PPLPpl CORP-0.2%+6.51%加仓
13KELKellanova-0.2%+0.09%加仓
14CPBTHE Campbell's Company-0.2%—不变
15CSCOCisco Systems INC-0.2%-2.39%减仓
16MMM3m Co-0.2%-1.22%减仓
17PEPPepsico INC-0.2%+2.42%加仓
18LLYEli Lilly & Co-0.3%-4.45%减仓
19AEPAmerican Electric Power Company, Inc.-0.3%-14.88%减仓
20WMTWalmart INC-0.3%-1.27%减仓
21MDTMedtronic plc-0.4%-2.44%减仓
22TIFEURTiffany & Co-0.4%-4.76%减仓
23NTRNutrien LTD-0.4%-0.49%减仓
24VYMVanguard High Dvd Yield ETF-0.4%+0.70%加仓
25TMPTompkins Financial CORP-0.4%—不变
26JNJJohnson & Johnson-0.5%+0.07%加仓
27WTRGEssential Utilities INC-0.5%+0.01%加仓
28WBAWalgreens Boots Alliance INC-0.6%—不变
29INTCIntel CORP-0.6%-2.03%减仓
30PGProcter & Gamble Co/the-0.6%-4.08%减仓
31BAXBaxter International INC-0.6%-2.61%减仓
32GILDGilead Sciences INC-0.7%-2.02%减仓
33RDS-AShell Plc-spon Adr-a-0.7%-10.92%减仓
34VZVerizon Communications INC-0.9%+0.01%加仓
35TAt&t INC-0.9%-3.71%减仓
36UTXZUnited Tech CORP—EXIT清仓
37VCSHVanguard S/t CORP Bond ETF—NEW新建仓
38AAPLApple INC—NEW新建仓
39ABBVAbbvie INC—NEW新建仓
40EMREmerson Electric Co—NEW新建仓
41RTXRtx CORP—NEW新建仓
42DISWalt Disney Co/the—NEW新建仓
43PSXPhillips 66—NEW新建仓
44PFEPfizer INC—NEW新建仓
45CMICummins INC—NEW新建仓
46JNJJohnson & Johnson—NEW新建仓
47NVSNovartis Ag-sponsored Adr—NEW新建仓
48BDXBecton Dickinson And Co—NEW新建仓

FAQ

Wheatland Advisors Inc 是什么机构？属于哪种投资人类型？
Wheatland Advisors 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（2020-06-30），该机构追踪的股票投资组合估值约为 US$2410.5万，分布在 47 个已申报仓位之中。
Wheatland Advisors Inc 目前前几大持股有哪些？
根据最新 13F 申报，Wheatland Advisors Inc 按市值排列的前几大持股为： 1. Microsoft CORP (MSFT) — US$294.2万 (12.2%) 2. Vanguard High Dvd Yield ETF (VYM) — US$113.8万 (4.7%) 3. Verizon Communications INC (VZ) — US$107.0万 (4.4%) 4. Intel CORP (INTC) — US$105.3万 (4.4%) 5. Cisco Systems INC (CSCO) — US$95.2万 (4.0%)
Wheatland Advisors Inc 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Wheatland Advisors Inc 共进行了 40 项显著调整：新建仓 12 个仓位、加仓 9 个既有持股、减仓 18 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：清仓: United Tech CORP (UTXZ); 新建仓: Vanguard S/t CORP Bond ETF (VCSH); 新建仓: Apple INC (AAPL); 新建仓: Abbvie INC (ABBV); 新建仓: Emerson Electric Co (EMR)
Wheatland Advisors 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，Wheatland Advisors Inc 的主要板块分布如下： • Information Technology: 38.2% • Health Care: 20.0% • Communication Services: 15.3% • Consumer Staples: 13.3% • Energy: 6.9% • Consumer Discretionary: 4.6%