B&
Brick & Kyle, Associates
分散型投资策略逆势操作型行业集中型
申报总市值
US$2.8亿
申报季度: 2025-12-31 · 持股只数: 60
Brick & Kyle, Associates在最新一期 13F 报告中披露了 60 项持股，申报期为 2025-12-31，总持股市值约为 US$2.8亿，季度换手率为 17.1%。
机构性格雪花图
- 集中度
- 13.92
- 持仓稳定性
- 17.06
- 动能／逆势
- 0
- 行业集中度
- 93.16
- 多样化
- 100
- 仓位均衡度
- 89.48
近期动向
加仓 GRNY
+226.8% US$381.9万
加仓 AMD
-0.7% US$244.3万
减仓 MSFT
-3.4% -US$143.5万
减仓 NVDA
-1.1% -US$34.5万
加仓 META
+58.8% US$149.0万
加仓 GLD
+88.9% US$134.7万
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 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 股票-科技 | 10.82% | -0.57% | -1.08% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.56% | -0.06% | -3.45% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.67% | -0.73% | -3.41% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.85% | +0.04% | -0.03% | |
| 5 | ✓ | J P Morgan Chase And Co | 股票-其他 | 3.69% | -0.11% | -1.13% | |
| 6 | AMD | Advanced Micro Devices | 股票-科技 | 3.62% | +0.76% | -0.68% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.60% | -0.11% | -0.35% | |
| 8 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 3.37% | -0.08% | -0.74% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 2.90% | +0.01% | -0.31% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.87% | +0.17% | -0.58% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.87% | -0.17% | -1.79% | |
| 12 | MRK | Merck & Co., Inc. | 股票-医疗保健 | 2.66% | +0.45% | -0.31% | |
| 13 | LHX | L3harris Technologies INC | 股票-工业 | 2.61% | -0.22% | -0.29% | |
| 14 | RTN1USD | Raytheon Company | 股票-其他 | 2.55% | +0.11% | -0.63% | |
| 15 | ES | Eversource Energy | 股票-公用事业 | 2.36% | -0.25% | -0.51% | |
| 16 | V | Visa Inc. | 股票-金融 | 2.24% | -0.03% | -0.25% | |
| 17 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 2.08% | +0.27% | -0.04% | |
| 18 | HON | Honeywell International INC | 股票-工业 | 2.07% | -0.27% | -0.37% | |
| 19 | DELL | Dell Technologies -c | 股票-科技 | 1.99% | -0.34% | +0.01% | |
| 20 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 1.96% | +1.33% | +226.82% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.78% | +0.16% | +192.84% | |
| 22 | PANW | Palo Alto Networks INC | 股票-科技 | 1.78% | -0.27% | — | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.77% | +0.47% | +58.75% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.72% | +1.72% | NEW | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.70% | +0.44% | -0.56% | |
| 26 | ITW | Illinois Tool Works | 股票-工业 | 1.65% | -0.18% | -0.42% | |
| 27 | ABBV | AbbVie Inc. | 股票-医疗保健 | 1.64% | -0.10% | -0.56% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 1.56% | — | -1.78% | |
| 29 | UBER | Uber Technologies INC | 股票-工业 | 1.50% | -0.37% | — | |
| 30 | PRU | Prudential Financial INC | 股票-金融 | 1.49% | +0.07% | +0.19% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.33% | — | -0.17% | |
| 32 | VZ | Verizon Communications Inc. | 股票-通信服务 | 1.32% | +0.37% | +57.15% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.19% | -0.08% | +0.07% | |
| 34 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.19% | +0.21% | -0.50% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事业 | 1.06% | +1.06% | NEW | |
| 36 | ✓ | Select Sector Spdr Tr | 股票-其他 | 0.92% | -0.03% | +0.11% | |
| 37 | GLD | SPDR Gold Shares | ETF-避险与商品 | 0.91% | +0.46% | +88.91% | |
| 38 | ✓ | Invesco Exchange Traded Fd T | 股票-其他 | 0.78% | -0.04% | +1.83% | |
| 39 | VPRB | Vpr Brands LP | 股票-其他 | 0.70% | -0.04% | -0.34% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.66% | +0.66% | NEW | |
| 41 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.57% | — | +0.01% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | -0.01% | +0.34% | |
| 43 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.45% | -0.03% | -6.22% | |
| 44 | LAND 6 PERP B | Gladstone Land CORP | 股票-其他 | 0.36% | -0.03% | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.32% | -0.04% | -2.51% | |
| 46 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.29% | -0.02% | — | |
| 47 | ✓ | Select Sector Spdr Tr | 股票-其他 | 0.28% | +0.05% | +143.61% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.24% | — | +0.09% | |
| 49 | ✓ | Invesco Exchange Traded Fd T | 股票-其他 | 0.22% | -0.05% | -12.91% | |
| 50 | XLE | Ss Energy Select Sector | ETF-其他 | 0.21% | — | +100.66% |
1–50 of 60
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2025-12-31 | 60 | US$2.8亿 | 17 | |
| 2025-09-30 | 59 | US$2.7亿 | 49 | |
| 2025-06-30 | 60 | US$2.3亿 | 0 | |
| 2025-03-31 | 54 | US$2.2亿 | 100 | |
| 2024-12-31 | 61 | US$2.3亿 | 0 | |
| 2024-09-30 | 55 | US$2.3亿 | 0 | |
| 2024-06-30 | 61 | US$2.4亿 | 0 | |
| 2024-03-31 | 59 | US$2.3亿 | 0 | |
| 2023-12-31 | 57 | US$2.0亿 | 0 | |
| 2023-09-30 | 59 | US$1.9亿 | 0 | |
| 2023-06-30 | 55 | US$1.9亿 | 0 | |
| 2023-03-31 | 55 | US$1.7亿 | 0 | |
| 2022-12-31 | 57 | US$1.7亿 | 0 | |
| 2022-09-30 | 56 | US$1.6亿 | 0 | |
| 2022-06-30 | 58 | US$1.8亿 | 0 | |
| 2022-03-31 | 58 | US$2.1亿 | 0 | |
| 2021-12-31 | 59 | US$2.2亿 | 0 | |
| 2021-09-30 | 60 | US$2.0亿 | 0 | |
| 2021-06-30 | 58 | US$1.9亿 | 17 | |
| 2021-03-31 | 58 | US$1.8亿 | 17 | |
| 2020-12-31 | 56 | US$1.6亿 | 24 | |
| 2020-09-30 | 55 | US$1.4亿 | 20 | |
| 2020-06-30 | 60 | US$1.3亿 | 29 | |
| 2020-03-31 | 59 | US$1.1亿 | 40 | |
| 2019-12-31 | 61 | US$1.3亿 | 22 | |
| 2019-09-30 | 63 | US$1.2亿 | 80 | |
| 2019-06-30 | 67 | US$1.1亿 | 28 | |
| 2019-03-31 | 64 | US$9750.1万 | 39 | |
| 2018-12-31 | 89 | US$1.0亿 | 29 | |
| 2018-06-30 | 102 | US$1.3亿 | 17 | |
| 2018-03-31 | 102 | US$1.2亿 | 11 | |
| 2017-12-31 | 99 | US$1.2亿 | 12 | |
| 2017-09-30 | 98 | US$1.2亿 | 15 | |
| 2017-06-30 | 97 | US$1.2亿 | 23 | |
| 2017-03-31 | 430 | US$1.3亿 | 13 | |
| 2016-12-31 | 440 | US$1.2亿 | 15 | |
| 2016-09-30 | 441 | US$1.2亿 | 13 | |
| 2016-06-30 | 443 | US$1.2亿 | 19 | |
| 2016-03-31 | 440 | US$1.2亿 | 14 | |
| 2015-12-31 | 435 | US$1.1亿 | 22 | |
| 2015-09-30 | 438 | US$1.1亿 | 24 | |
| 2015-06-30 | 456 | US$1.2亿 | 11 | |
| 2015-03-31 | 459 | US$1.2亿 | 17 | |
| 2014-12-31 | 446 | US$1.2亿 | 0 |
本季持股变动
Brick & Kyle, Associates 在 2025-12-31 最显著的持仓异动： 清仓: Pimco Multisector Bond Actv (PYLD); 新建仓: Alphabet Inc-cl C (GOOG); 新建仓: Duke Energy CORP (DUK); 清仓: Air Products & Chemicals INC (APD); 新建仓: Palantir Technologies Inc-a (PLTR).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GRNY | Fundstr Gran Sh US Lrg Cap | +1.3% | +226.82% | 加仓 |
| 2 | AMD | Advanced Micro Devices | +0.8% | -0.68% | 减仓 |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +58.75% | 加仓 |
| 4 | GLD | SPDR Gold Shares | +0.5% | +88.91% | 加仓 |
| 5 | MRK | Merck & Co., Inc. | +0.5% | -0.31% | 减仓 |
| 6 | LLY | Eli Lilly & Co | +0.4% | -0.56% | 减仓 |
| 7 | VZ | Verizon Communications Inc. | +0.4% | +57.15% | 加仓 |
| 8 | TMO | Thermo Fisher Scientific INC | +0.3% | -0.04% | 减仓 |
| 9 | ISRG | Intuitive Surgical INC | +0.2% | -0.50% | 减仓 |
| 10 | JNJ | Johnson & Johnson | +0.2% | -0.58% | 减仓 |
| 11 | BAC | Bank Of America CORP | +0.2% | +192.84% | 加仓 |
| 12 | RTN1USD | Raytheon Company | +0.1% | -0.63% | 减仓 |
| 13 | PRU | Prudential Financial INC | +0.1% | +0.19% | 加仓 |
| 14 | ✓ | Select Sector Spdr Tr | +0.1% | +143.61% | 加仓 |
| 15 | AMZN | Amazon.com INC | 0% | -0.03% | 减仓 |
| 16 | IBB | Ishares Biotechnology ETF | 0% | — | 不变 |
| 17 | AVGO | Broadcom INC | 0% | -0.31% | 减仓 |
| 18 | VGHCX | Vanguard Health Care-inv | 0% | — | 不变 |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.34% | 加仓 |
| 20 | PFF | Ishares Preferred & Income S | 0% | -5.33% | 减仓 |
| 21 | CRWD | Crowdstrike Holdings INC - A | 0% | — | 不变 |
| 22 | V | Visa Inc. | 0% | -0.25% | 减仓 |
| 23 | LAND 6 PERP B | Gladstone Land CORP | 0% | — | 不变 |
| 24 | ✓ | Select Sector Spdr Tr | 0% | +0.11% | 加仓 |
| 25 | IHI | Ishares U.s. Medical Devices | 0% | -6.22% | 减仓 |
| 26 | PG | Procter & Gamble Co/the | 0% | -2.51% | 减仓 |
| 27 | VPRB | Vpr Brands LP | 0% | -0.34% | 减仓 |
| 28 | ✓ | Invesco Exchange Traded Fd T | 0% | +1.83% | 加仓 |
| 29 | ✓ | Invesco Exchange Traded Fd T | -0.1% | -12.91% | 减仓 |
| 30 | AAPL | Apple INC | -0.1% | -3.45% | 减仓 |
| 31 | KRE | Ss Spdr S&p Regional Bank | -0.1% | -0.74% | 减仓 |
| 32 | CVX | Chevron CORP | -0.1% | +0.07% | 加仓 |
| 33 | ABBV | AbbVie Inc. | -0.1% | -0.56% | 减仓 |
| 34 | VB | Vanguard Small-cap ETF | -0.1% | -0.35% | 减仓 |
| 35 | ✓ | J P Morgan Chase And Co | -0.1% | -1.13% | 减仓 |
| 36 | AMLP | Alerian Mlp ETF | -0.2% | -1.79% | 减仓 |
| 37 | ITW | Illinois Tool Works | -0.2% | -0.42% | 减仓 |
| 38 | LHX | L3harris Technologies INC | -0.2% | -0.29% | 减仓 |
| 39 | ES | Eversource Energy | -0.3% | -0.51% | 减仓 |
| 40 | PANW | Palo Alto Networks INC | -0.3% | — | 不变 |
| 41 | HON | Honeywell International INC | -0.3% | -0.37% | 减仓 |
| 42 | DELL | Dell Technologies -c | -0.3% | +0.01% | 加仓 |
| 43 | UBER | Uber Technologies INC | -0.4% | — | 不变 |
| 44 | NVDA | NVIDIA Corporation | -0.6% | -1.08% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.7% | -3.41% | 减仓 |
| 46 | PYLD | Pimco Multisector Bond Actv | — | EXIT | 清仓 |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | 新建仓 |
| 48 | DUK | Duke Energy CORP | — | NEW | 新建仓 |
| 49 | APD | Air Products & Chemicals INC | — | EXIT | 清仓 |
| 50 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建仓 |
FAQ
Brick & Kyle, Associates 是什么机构？属于哪种投资人类型？
Brick & Kyle, Associates 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（2025-12-31），该机构追踪的股票投资组合估值约为 US$2.8亿，分布在 60 个已申报仓位之中。
Brick & Kyle, Associates 目前前几大持股有哪些？
根据最新 13F 申报，Brick & Kyle, Associates 按市值排列的前几大持股为：
1. NVIDIA Corporation (NVDA) — US$3052.6万 (10.8%)
2. Apple INC (AAPL) — US$1569.3万 (5.6%)
3. Microsoft CORP (MSFT) — US$1319.0万 (4.7%)
4. Amazon.com INC (AMZN) — US$1085.2万 (3.9%)
5. J P Morgan Chase And Co — US$1041.3万 (3.7%)
Brick & Kyle, Associates 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Brick & Kyle, Associates 共进行了 44 项显著调整：新建仓 3 个仓位、加仓 12 个既有持股、减仓 27 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Pimco Multisector Bond Actv (PYLD); 新建仓: Alphabet Inc-cl C (GOOG); 新建仓: Duke Energy CORP (DUK); 清仓: Air Products & Chemicals INC (APD); 新建仓: Palantir Technologies Inc-a (PLTR)
Brick & Kyle, Associates 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，Brick & Kyle, Associates 的主要板块分布如下：
• Information Technology: 50.7%
• Health Care: 19.0%
• Communication Services: 7.5%
• Financials: 6.3%
• Consumer Discretionary: 6.0%
• Industrials: 5.6%