GN

Gardiner Nancy B

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$6039.9万

申报季度: 2020-06-30 · 持股只数: 291

Gardiner Nancy B在最新一期 13F 报告中披露了 291 项持股，申报期为 2020-06-30，总持股市值约为 US$6039.9万，季度换手率为 23.2%。

机构性格雪花图

集中度
9.19
持仓稳定性
23.16
动能／逆势
100
行业集中度
49.61
多样化
100
仓位均衡度
93.09

近期动向

  • 加仓 PYPL

    +8.1%　US$79.5万

  • 加仓 AAPL

    -0.9%　US$100.2万

  • 加仓 AMZN

    +0.5%　US$76.7万

  • 加仓 MELI

    0.0%　US$33.1万

  • 减仓 ADP

    +0.6%　US$19.5万

  • 减仓 PG

    -0.8%　US$14.1万

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

仅显示前 64 大持股（共 291 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
1AAPLApple INC股票-科技5.60%+0.80%-0.91%
2AMZNAmazon.com INC股票-周期性消费4.27%+0.62%+0.54%
3ADPAutomatic Data Processing股票-科技3.68%-0.41%+0.57%
4GOOGLAlphabet Inc-cl A股票-通信服务3.42%+0.01%-0.07%
5PGProcter & Gamble Co/the股票-非周期性消费3.17%-0.40%-0.81%
6CNICanadian Natl Railway Co股票-工业2.95%-0.10%+2.89%
7HDHome Depot INC股票-周期性消费2.93%+0.37%+3.68%
8ULUnilever PLC股票-非周期性消费2.87%-0.33%+0.59%
9MAMastercard INC - A股票-金融2.87%-0.01%-1.20%
10NSRGYNestle Sa-spons Adr股票-其他2.70%-0.36%-0.30%
11PYPLPaypal Holdings INC股票-金融2.68%+1.02%+8.06%
12JNJJohnson & Johnson股票-医疗保健2.63%-0.32%+1.25%
13ATRAptargroup INC股票-医疗保健2.37%-0.19%+0.12%
14NVSNovartis Ag-sponsored Adr股票-医疗保健2.29%-0.28%+2.19%
15DISWalt Disney Co/the股票-通信服务2.24%+0.07%+8.54%
16MSFTMicrosoft CORP股票-科技2.23%+0.27%+7.38%
17FISVFiserv INC股票-其他2.20%—-0.37%
18INTCIntel CORP股票-科技2.18%-0.23%-0.68%
19✓ Novozymes A S Dkk 2.0股票-其他2.13%+0.08%—
20DHRDanaher CORP股票-医疗保健2.09%+0.09%-0.56%
21XLNXEURXilinx INC股票-其他2.02%+0.10%+1.66%
22BDXBecton Dickinson And Co股票-医疗保健2.00%-0.22%+5.57%
23ABTAbbott Laboratories股票-医疗保健1.86%-0.10%-0.28%
24VVisa Inc-class A Shares股票-金融1.81%-0.03%—
25ADBEAdobe INC股票-科技1.75%+0.19%—
26ADIAnalog Devices INC股票-科技1.72%+0.21%+0.83%
27ILMNIllumina INC股票-医疗保健1.56%+0.22%+3.68%
28COSTCostco Wholesale CORP股票-非周期性消费1.35%——
29APDAir Products & Chemicals INC股票-原材料1.25%-0.01%—
30CVSCvs Health CORP股票-医疗保健1.16%-0.08%+3.85%
31MMM3m Co股票-工业1.14%-0.11%-2.74%
32TJXTjx Companies INC股票-周期性消费1.14%—+14.51%
33ROKRockwell Automation INC股票-工业1.13%+0.08%-7.23%
34ECLEcolab INC股票-原材料1.11%+0.05%—
35✓ Dong Energy A S股票-其他1.11%-0.04%—
36GOOGAlphabet Inc-cl C股票-通信服务1.10%——
37MELIMercadolibre INC股票-周期性消费1.09%+0.44%—
38CBChubb Limited股票-金融1.09%-0.07%—
39PGRProgressive CORP股票-金融1.00%——
40PEPPepsico INC股票-非周期性消费0.99%——
41MKCMccormick & Co-non Vtg Shrs股票-非周期性消费0.91%+0.04%—
42METAMeta Platforms Inc-class A股票-通信服务0.90%+0.09%—
43ABBVAbbvie INC股票-医疗保健0.87%+0.04%—
44CMCSAComcast Corp-class A股票-通信服务0.87%——
45CSCOCisco Systems INC股票-科技0.85%-0.05%-3.51%
46✓ Keyence CORP Y50股票-其他0.83%+0.05%—
47XYLXylem INC股票-工业0.77%—+2.28%
48FDSFactset Research Systems INC股票-金融0.73%+0.02%—
49RTXRtx CORP股票-工业0.71%+0.71%NEW
50RHHBYRoche Holdings Ltd-spons Adr股票-其他0.70%——
1–50 of 64

本季持股变动

Gardiner Nancy B 在 2020-06-30 最显著的持仓异动： 清仓: United Tech CORP (UTXZ); 新建仓: Rtx CORP (RTX); 新建仓: Unitedhealth Group INC (UNH); 新建仓: State Street CORP (STT); 清仓: Portland General Electric Co (POR).

Gardiner Nancy B 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
1PYPLPaypal Holdings INC+1%+8.06%加仓
2AAPLApple INC+0.8%-0.91%减仓
3AMZNAmazon.com INC+0.6%+0.54%加仓
4MELIMercadolibre INC+0.4%—不变
5HDHome Depot INC+0.4%+3.68%加仓
6MSFTMicrosoft CORP+0.3%+7.38%加仓
7ILMNIllumina INC+0.2%+3.68%加仓
8ADIAnalog Devices INC+0.2%+0.83%加仓
9ADBEAdobe INC+0.2%—不变
10XLNXEURXilinx INC+0.1%+1.66%加仓
11DHRDanaher CORP+0.1%-0.56%减仓
12METAMeta Platforms Inc-class A+0.1%—不变
13✓ Novozymes A S Dkk 2.0+0.1%—不变
14ROKRockwell Automation INC+0.1%-7.23%减仓
15DISWalt Disney Co/the+0.1%+8.54%加仓
16ECLEcolab INC+0.1%—不变
17✓ Keyence CORP Y50+0.1%—不变
18ABBVAbbvie INC0%—不变
19MKCMccormick & Co-non Vtg Shrs0%—不变
20CVXChevron CORP0%+2.75%加仓
21EMREmerson Electric Co0%—不变
22FDSFactset Research Systems INC0%—不变
23GOOGLAlphabet Inc-cl A0%-0.07%减仓
24TJXTjx Companies INC—+14.51%加仓
25GOOGAlphabet Inc-cl C——不变
26MAMastercard INC - A0%-1.20%减仓
27APDAir Products & Chemicals INC0%—不变
28VVisa Inc-class A Shares0%—不变
29✓ Dong Energy A S0%—不变
30CSCOCisco Systems INC-0.1%-3.51%减仓
31CBChubb Limited-0.1%—不变
32CVSCvs Health CORP-0.1%+3.85%加仓
33CNICanadian Natl Railway Co-0.1%+2.89%加仓
34ABTAbbott Laboratories-0.1%-0.28%减仓
35MMM3m Co-0.1%-2.74%减仓
36ATRAptargroup INC-0.2%+0.12%加仓
37BDXBecton Dickinson And Co-0.2%+5.57%加仓
38INTCIntel CORP-0.2%-0.68%减仓
39NVSNovartis Ag-sponsored Adr-0.3%+2.19%加仓
40JNJJohnson & Johnson-0.3%+1.25%加仓
41ULUnilever PLC-0.3%+0.59%加仓
42NSRGYNestle Sa-spons Adr-0.4%-0.30%减仓
43PGProcter & Gamble Co/the-0.4%-0.81%减仓
44ADPAutomatic Data Processing-0.4%+0.57%加仓
45UTXZUnited Tech CORP—EXIT清仓
46RTXRtx CORP—NEW新建仓
47UNHUnitedhealth Group INC—NEW新建仓
48STTState Street CORP—NEW新建仓
49PORPortland General Electric Co—EXIT清仓
50IVVIshares Core S&p 500 ETF—NEW新建仓

FAQ

Gardiner Nancy B 是什么机构？属于哪种投资人类型？
Gardiner Nancy B 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$6039.9万，分布在 291 个已申报仓位之中。
Gardiner Nancy B 目前前几大持股有哪些？
根据最新 13F 申报，Gardiner Nancy B 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$338.5万 (5.6%) 2. Amazon.com INC (AMZN) — US$257.9万 (4.3%) 3. Automatic Data Processing (ADP) — US$222.4万 (3.7%) 4. Alphabet Inc-cl A (GOOGL) — US$206.7万 (3.4%) 5. Procter & Gamble Co/the (PG) — US$191.5万 (3.2%)
Gardiner Nancy B 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Gardiner Nancy B 共进行了 35 项显著调整：新建仓 4 个仓位、加仓 18 个既有持股、减仓 11 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: United Tech CORP (UTXZ); 新建仓: Rtx CORP (RTX); 新建仓: Unitedhealth Group INC (UNH); 新建仓: State Street CORP (STT); 清仓: Portland General Electric Co (POR)
Gardiner Nancy B 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，Gardiner Nancy B 的主要板块分布如下： • Information Technology: 23.8% • Health Care: 19.3% • Consumer Discretionary: 14.9% • Communication Services: 14.2% • Financials: 13.9% • Consumer Staples: 9.2%