NP

Nixon Peabody Trust Co

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$12.6亿

申报季度: 2026-03-31 · 持股只数: 161

NIXON PEABODY TRUST CO在最新一期 13F 报告中披露了 161 项持股，申报期为 2026-03-31，总持股市值约为 US$12.6亿，季度换手率为 18.8%。

机构性格雪花图

集中度
10.81
持仓稳定性
18.78
动能／逆势
100
行业集中度
65.29
多样化
100
仓位均衡度
81.64

近期动向

  • 减仓 MSFT

    -1.3%　-US$1806.8万

  • 减仓 CRM

    -78.5%　-US$1399.3万

  • 减仓 TMO

    -61.2%　-US$1219.6万

  • 加仓 AVLV

    +2.5%　US$692.6万

  • 加仓 MRSH

    +171.7%　US$736.4万

  • 加仓 NOW

    +192.3%　US$694.0万

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
1IDEVIshares Core Msci Dev MktsETF-其他7.24%—-0.77%
2AVLVAvantis US Large Cap ValueETF-大型股与成长6.61%+0.84%+2.53%
3AAPLApple INC股票-科技4.90%-0.43%-6.25%
4NVDANvidia CORP股票-科技4.67%-0.18%-1.89%
5MSFTMicrosoft CORP股票-科技4.44%-1.16%-1.29%
6IWBIshares Russell 1000 ETFETF-其他3.72%+0.47%+14.27%
7IVVIshares Core S&p 500 ETFETF-大型股与成长3.70%+0.34%+9.95%
8AMZNAmazon.com INC股票-周期性消费2.98%-0.30%-4.02%
9GOOGAlphabet Inc-cl C股票-通信服务2.95%-0.08%+1.17%
10AVGOBroadcom INC股票-科技2.33%-0.12%+1.18%
11GOOGLAlphabet Inc-cl A股票-通信服务2.27%-0.33%-9.59%
12JPMJpmorgan Chase & Co股票-金融1.88%-0.15%-3.39%
13PANWPalo Alto Networks INC股票-科技1.85%+0.27%+28.79%
14SHYIshares 1-3 Year Treasury BoETF-政府公债1.85%—+3.71%
15MAMastercard INC - A股票-金融1.54%-0.13%+0.86%
16TJXTjx Companies INC股票-周期性消费1.52%—-5.51%
17METAMeta Platforms Inc-class A股票-通信服务1.43%—+11.61%
18MSMorgan Stanley股票-金融1.38%-0.12%-5.66%
19WMTWalmart INC股票-非周期性消费1.26%—-5.18%
20LLYEli Lilly & Co股票-医疗保健1.24%-0.27%-8.24%
21ASMLASML Holding N.V.股票-科技1.24%+0.21%-7.84%
22ICEIntercontinental Exchange In股票-金融1.13%-0.05%-5.75%
23NOWServicenow INC股票-科技1.11%+0.58%+192.28%
24BKNGBooking Holdings INC股票-周期性消费1.10%-0.27%-2.61%
25VRTVertiv Holdings Co-a股票-工业1.09%+0.39%-4.55%
26SYKStryker CORP股票-医疗保健1.09%-0.05%-2.71%
27PGProcter & Gamble Co/the股票-非周期性消费1.09%—-3.49%
28SHELShell Plc-adr股票-能源1.09%+0.54%+50.52%
29CVXChevron CORP股票-能源1.07%+0.17%-16.47%
30KOCoca-cola Co/the股票-非周期性消费1.07%—-6.13%
31ADIAnalog Devices INC股票-科技1.02%+0.19%-0.62%
32JBHTHunt (jb) Transprt Svcs INC股票-工业0.99%+0.11%-0.75%
33SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.99%—+8.35%
34BACBank Of America CORP股票-金融0.98%-0.19%-9.95%
35IQVIqvia Holdings INC股票-医疗保健0.98%-0.04%+20.46%
36MRSHMarsh & Mclennan Cos股票-金融0.97%+0.61%+171.67%
37PWRQuanta Services INC股票-工业0.96%+0.37%+20.20%
38DEDeere & Co股票-工业0.96%—-10.80%
39DHRDanaher CORP股票-医疗保健0.88%-0.16%-2.82%
40GDGeneral Dynamics CORP股票-工业0.84%—+2.52%
41BLKBlackrock INC股票-金融0.84%-0.07%-2.06%
42NEENextera Energy INC股票-公用事业0.83%+0.15%+1.45%
43CSREC&s Real Estate Active ETFETF-其他0.82%+0.82%NEW
44EFAIshares Msci Eafe ETFETF-其他0.80%—+0.19%
45LOWLowe's Cos INC股票-周期性消费0.76%-0.10%-13.68%
46MRKMerck & Co. INC.股票-医疗保健0.75%+0.11%-1.74%
47ETNEaton Corporation plc股票-工业0.74%+0.18%+11.60%
48NFLXNetflix INC股票-通信服务0.74%+0.24%+36.72%
49LINLinde plc股票-原材料0.69%—-6.31%
50SMTHAlps Smth Cor Bd Plus ETFETF-其他0.59%—+4.31%
1–50 of 161

本季持股变动

Nixon Peabody Trust Co 在 2026-03-31 最显著的持仓异动： 新建仓: C&s Real Estate Active ETF (CSRE); 清仓: Arthur J Gallagher & Co (AJG); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Arm Holdings Plc-adr (ARM); 新建仓: Ishares Mbs ETF (MBB).

Nixon Peabody Trust Co 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
1AVLVAvantis US Large Cap Value+0.8%+2.53%加仓
2MRSHMarsh & Mclennan Cos+0.6%+171.67%加仓
3NOWServicenow INC+0.6%+192.28%加仓
4SHELShell Plc-adr+0.5%+50.52%加仓
5IWBIshares Russell 1000 ETF+0.5%+14.27%加仓
6VRTVertiv Holdings Co-a+0.4%-4.55%减仓
7PWRQuanta Services INC+0.4%+20.20%加仓
8IVVIshares Core S&p 500 ETF+0.3%+9.95%加仓
9PANWPalo Alto Networks INC+0.3%+28.79%加仓
10NFLXNetflix INC+0.2%+36.72%加仓
11ASMLASML Holding N.V.+0.2%-7.84%减仓
12ADIAnalog Devices INC+0.2%-0.62%减仓
13ETNEaton Corporation plc+0.2%+11.60%加仓
14CVXChevron CORP+0.2%-16.47%减仓
15NEENextera Energy INC+0.2%+1.45%加仓
16ISRGIntuitive Surgical INC+0.1%+65.55%加仓
17MRKMerck & Co. INC.+0.1%-1.74%减仓
18JBHTHunt (jb) Transprt Svcs INC+0.1%-0.75%减仓
19IQVIqvia Holdings INC0%+20.46%加仓
20SYKStryker CORP-0.1%-2.71%减仓
21ICEIntercontinental Exchange In-0.1%-5.75%减仓
22IWMIshares Russell 2000 ETF-0.1%-43.24%减仓
23BLKBlackrock INC-0.1%-2.06%减仓
24GOOGAlphabet Inc-cl C-0.1%+1.17%加仓
25IJRIshares Core S&p Small-cap E-0.1%-53.71%减仓
26LOWLowe's Cos INC-0.1%-13.68%减仓
27AVGOBroadcom INC-0.1%+1.18%加仓
28MSMorgan Stanley-0.1%-5.66%减仓
29PEPPepsico INC-0.1%-35.01%减仓
30MAMastercard INC - A-0.1%+0.86%加仓
31JPMJpmorgan Chase & Co-0.2%-3.39%减仓
32DHRDanaher CORP-0.2%-2.82%减仓
33NVDANvidia CORP-0.2%-1.89%减仓
34BACBank Of America CORP-0.2%-9.95%减仓
35LLYEli Lilly & Co-0.3%-8.24%减仓
36BKNGBooking Holdings INC-0.3%-2.61%减仓
37AMZNAmazon.com INC-0.3%-4.02%减仓
38MDYState Street Spdr S&p Midcap-0.3%-49.44%减仓
39GOOGLAlphabet Inc-cl A-0.3%-9.59%减仓
40AMTAmerican Tower CORP-0.4%-73.04%减仓
41AAPLApple INC-0.4%-6.25%减仓
42WMWaste Management INC-0.5%-63.00%减仓
43TMOThermo Fisher Scientific INC-0.9%-61.16%减仓
44CRMSalesforce INC-1.1%-78.49%减仓
45MSFTMicrosoft CORP-1.2%-1.29%减仓
46CSREC&s Real Estate Active ETF—NEW新建仓
47AJGArthur J Gallagher & Co—EXIT清仓
48AZNNAstrazeneca Plc-spons Adr—EXIT清仓
49ARMArm Holdings Plc-adr—NEW新建仓
50MBBIshares Mbs ETF—NEW新建仓

FAQ

Nixon Peabody Trust Co 是什么机构？属于哪种投资人类型？
Nixon Peabody Trust Co 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$12.6亿，分布在 161 个已申报仓位之中。
Nixon Peabody Trust Co 目前前几大持股有哪些？
根据最新 13F 申报，Nixon Peabody Trust Co 按市值排列的前几大持股为： 1. Ishares Core Msci Dev Mkts (IDEV) — US$9115.3万 (7.2%) 2. Avantis US Large Cap Value (AVLV) — US$8317.5万 (6.6%) 3. Apple INC (AAPL) — US$6165.4万 (4.9%) 4. Nvidia CORP (NVDA) — US$5876.9万 (4.7%) 5. Microsoft CORP (MSFT) — US$5584.0万 (4.4%)
Nixon Peabody Trust Co 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Nixon Peabody Trust Co 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 16 个既有持股、减仓 29 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: C&s Real Estate Active ETF (CSRE); 清仓: Arthur J Gallagher & Co (AJG); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Arm Holdings Plc-adr (ARM); 新建仓: Ishares Mbs ETF (MBB)
Nixon Peabody Trust Co 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，Nixon Peabody Trust Co 的主要板块分布如下： • Information Technology: 39.4% • Communication Services: 14.0% • Financials: 12.4% • Consumer Discretionary: 10.0% • Health Care: 9.9% • Consumer Staples: 7.2%