CR

Charter Research & Investment Group, 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$1.5亿

申报季度: 2026-03-31 · 持股只数: 86

CHARTER RESEARCH & INVESTMENT GROUP, INC.在最新一期 13F 报告中披露了 86 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 12.7%。

机构性格雪花图

集中度
14.22
持仓稳定性
12.71
动能／逆势
100
行业集中度
42.7
多样化
100
仓位均衡度
85.57

近期动向

  • 加仓 XOM

    -0.5%　US$145.2万

  • 减仓 AAPL

    -0.1%　-US$120.1万

  • 减仓 GOOGL

    -0.4%　-US$113.4万

  • 减仓 IBM

    -2.8%　-US$116.4万

  • 加仓 JNJ

    -1.4%　US$104.8万

  • 减仓 META

    -1.5%　-US$74.4万

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
1AAPLApple INC股票-科技11.05%-0.83%-0.11%
2GOOGLAlphabet Inc-cl A股票-通信服务8.12%-0.79%-0.41%
3JNJJohnson & Johnson股票-医疗保健4.93%+0.68%-1.36%
4RTXRtx CORP股票-工业4.72%+0.22%-0.02%
5XOMExxon Mobil CORP股票-能源3.37%+0.96%-0.51%
6GLDSpdr Gold SharesETF-避险与商品3.17%+0.28%+1.35%
7IBMIntl Business Machines CORP股票-科技3.01%-0.78%-2.84%
8PEPPepsico INC股票-非周期性消费2.98%+0.23%+0.38%
9METAMeta Platforms Inc-class A股票-通信服务2.89%-0.51%-1.52%
10SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.62%-0.14%-0.10%
11MDYState Street Spdr S&p MidcapETF-其他2.61%+0.06%+0.25%
12GOOGAlphabet Inc-cl C股票-通信服务2.37%-0.31%-3.05%
13BACBank Of America CORP股票-金融2.31%-0.29%+0.68%
14MDLZMondelez International Inc-a股票-非周期性消费2.23%+0.16%+0.88%
15MRKMerck & Co. INC.股票-医疗保健2.10%+0.27%+1.05%
16CATCaterpillar INC股票-工业2.02%+0.38%—
17HDHome Depot INC股票-周期性消费1.95%-0.12%-0.88%
18AMATApplied Materials INC股票-科技1.92%+0.44%-2.03%
19MSFTMicrosoft CORP股票-科技1.56%-0.48%—
20SPSMSs Spdr P S&p 600 Small CapETF-中小型股1.40%—+0.34%
21BMYBristol-myers Squibb Co股票-医疗保健1.33%+0.14%—
22MTBM & T Bank CORP股票-金融1.24%—-0.26%
23METMetlife INC股票-金融1.12%-0.16%-2.37%
24PMPhilip Morris International股票-非周期性消费1.11%+0.06%+2.91%
25DISWalt Disney Co/the股票-通信服务1.08%-0.23%-1.94%
26AMZNAmazon.com INC股票-周期性消费1.05%-0.12%—
27ALBAlbemarle CORP股票-原材料0.98%+0.17%-4.22%
28PPLPpl CORP股票-公用事业0.96%+0.09%+0.87%
29CRMSalesforce INC股票-科技0.92%-0.42%-2.30%
30MCKMckesson CORP股票-医疗保健0.92%——
31QQQInvesco Qqq Trust Series 1ETF-科技型0.90%-0.07%-0.38%
32PGProcter & Gamble Co/the股票-非周期性消费0.87%——
33BRK-BBerkshire Hathaway Inc-cl B股票-其他0.86%—-1.83%
34RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.83%—-0.61%
35MOAltria Group INC股票-非周期性消费0.82%+0.14%+6.02%
36TAt&t INC股票-通信服务0.82%+0.14%+3.03%
37KMIKinder Morgan INC股票-能源0.78%+0.14%—
38ABBVAbbvie INC股票-医疗保健0.72%—+4.39%
39WMTWalmart INC股票-非周期性消费0.67%+0.07%—
40KOCoca-cola Co/the股票-非周期性消费0.66%——
41UPSUnited Parcel Service-cl B股票-工业0.66%—-0.12%
42VZVerizon Communications INC股票-通信服务0.65%+0.08%-6.73%
43MCDMcdonald's CORP股票-周期性消费0.58%——
44EPDEnterprise Products Partners股票-能源0.53%+0.08%—
45VVisa Inc-class A Shares股票-金融0.51%-0.08%—
46CVXChevron CORP股票-能源0.50%+0.13%—
47HONHoneywell International INC股票-工业0.49%+0.06%—
48JPMJpmorgan Chase & Co股票-金融0.47%—+10.06%
49ADPAutomatic Data Processing股票-科技0.45%-0.12%—
50VGTVanguard Info Tech ETFETF-科技型0.44%-0.08%-8.21%
1–50 of 86

本季持股变动

Charter Research & Investment Group, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Silver Trust (SLV); 新建仓: Equinor Asa-spon Adr (EQNR); 新建仓: Phillips 66 (PSX); 清仓: American Express Co (AXP); 新建仓: Csx CORP (CSX).

Charter Research & Investment Group, 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
1XOMExxon Mobil CORP+1%-0.51%减仓
2JNJJohnson & Johnson+0.7%-1.36%减仓
3AMATApplied Materials INC+0.4%-2.03%减仓
4CATCaterpillar INC+0.4%—不变
5GLDSpdr Gold Shares+0.3%+1.35%加仓
6MRKMerck & Co. INC.+0.3%+1.05%加仓
7PEPPepsico INC+0.2%+0.38%加仓
8RTXRtx CORP+0.2%-0.02%减仓
9ALBAlbemarle CORP+0.2%-4.22%减仓
10MDLZMondelez International Inc-a+0.2%+0.88%加仓
11BMYBristol-myers Squibb Co+0.1%—不变
12MOAltria Group INC+0.1%+6.02%加仓
13KMIKinder Morgan INC+0.1%—不变
14TAt&t INC+0.1%+3.03%加仓
15CVXChevron CORP+0.1%—不变
16PPLPpl CORP+0.1%+0.87%加仓
17GLWCorning INC+0.1%-8.76%减仓
18VZVerizon Communications INC+0.1%-6.73%减仓
19EPDEnterprise Products Partners+0.1%—不变
20WMTWalmart INC+0.1%—不变
21COPConocophillips+0.1%—不变
22HONHoneywell International INC+0.1%—不变
23PMPhilip Morris International+0.1%+2.91%加仓
24MDYState Street Spdr S&p Midcap+0.1%+0.25%加仓
25COFCapital One Financial CORP-0.1%—不变
26QQQInvesco Qqq Trust Series 1-0.1%-0.38%减仓
27VVisa Inc-class A Shares-0.1%—不变
28VGTVanguard Info Tech ETF-0.1%-8.21%减仓
29WATWaters CORP-0.1%-4.79%减仓
30ADPAutomatic Data Processing-0.1%—不变
31ORCLOracle CORP-0.1%—不变
32AMZNAmazon.com INC-0.1%—不变
33HDHome Depot INC-0.1%-0.88%减仓
34SPYSs Spdr S&p 500 ETF Trust-us-0.1%-0.10%减仓
35METMetlife INC-0.2%-2.37%减仓
36DISWalt Disney Co/the-0.2%-1.94%减仓
37BACBank Of America CORP-0.3%+0.68%加仓
38GOOGAlphabet Inc-cl C-0.3%-3.05%减仓
39CRMSalesforce INC-0.4%-2.30%减仓
40MSFTMicrosoft CORP-0.5%—不变
41METAMeta Platforms Inc-class A-0.5%-1.52%减仓
42IBMIntl Business Machines CORP-0.8%-2.84%减仓
43GOOGLAlphabet Inc-cl A-0.8%-0.41%减仓
44AAPLApple INC-0.8%-0.11%减仓
45SLVIshares Silver Trust—NEW新建仓
46EQNREquinor Asa-spon Adr—NEW新建仓
47PSXPhillips 66—NEW新建仓
48AXPAmerican Express Co—EXIT清仓
49CSXCsx CORP—NEW新建仓
50NEUNewmarket CORP—EXIT清仓

FAQ

Charter Research & Investment Group, INC. 是什么机构？属于哪种投资人类型？
Charter Research & Investment Group, 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$1.5亿，分布在 86 个已申报仓位之中。
Charter Research & Investment Group, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Charter Research & Investment Group, INC. 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$1658.8万 (11.1%) 2. Alphabet Inc-cl A (GOOGL) — US$1219.7万 (8.1%) 3. Johnson & Johnson (JNJ) — US$739.4万 (4.9%) 4. Rtx CORP (RTX) — US$709.0万 (4.7%) 5. Exxon Mobil CORP (XOM) — US$505.7万 (3.4%)
Charter Research & Investment Group, INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Charter Research & Investment Group, INC. 共进行了 36 项显著调整：新建仓 4 个仓位、加仓 10 个既有持股、减仓 20 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Ishares Silver Trust (SLV); 新建仓: Equinor Asa-spon Adr (EQNR); 新建仓: Phillips 66 (PSX); 清仓: American Express Co (AXP); 新建仓: Csx CORP (CSX)
Charter Research & Investment Group, 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，Charter Research & Investment Group, INC. 的主要板块分布如下： • Information Technology: 23.0% • Communication Services: 18.4% • Health Care: 12.9% • Consumer Staples: 11.8% • Industrials: 10.6% • Financials: 8.2%