LW

Lyell Wealth Management, LP

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$13.6亿

申报季度: 2026-03-31 · 持股只数: 216

LYELL WEALTH MANAGEMENT, LP在最新一期 13F 报告中披露了 216 项持股，申报期为 2026-03-31，总持股市值约为 US$13.6亿，季度换手率为 23.1%。

机构性格雪花图

集中度
8.32
持仓稳定性
23.06
动能／逆势
100
行业集中度
62.17
多样化
100
仓位均衡度
81.27

近期动向

  • 加仓 GOOG

    +197.7%　US$4611.6万

  • 减仓 WDAY

    -59.3%　-US$1158.8万

  • 减仓 CRM

    -70.5%　-US$1093.4万

  • 减仓 MSFT

    +0.4%　-US$1032.9万

  • 加仓 VRT

    -0.5%　US$921.0万

  • 减仓 INTU

    -12.7%　-US$941.1万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技7.42%-0.42%-0.31%
2GOOGAlphabet Inc-cl C股票-通信服务5.36%+3.42%+197.74%
3GOOGLAlphabet Inc-cl A股票-通信服务3.85%-0.28%-0.13%
4AAPLApple INC股票-科技3.44%-0.18%+0.29%
5AMZNAmazon.com INC股票-周期性消费2.69%-0.23%+0.45%
6MSFTMicrosoft CORP股票-科技2.52%-0.71%+0.37%
7METAMeta Platforms Inc-class A股票-通信服务2.32%-0.27%+1.87%
8SMHVaneck Semiconductor ETFETF-其他2.19%+0.16%+0.31%
9COSTCostco Wholesale CORP股票-非周期性消费2.19%+0.35%+1.28%
10JPMJpmorgan Chase & Co股票-金融2.17%-0.18%-0.24%
11PANWPalo Alto Networks INC股票-科技2.01%-0.25%+0.51%
12ASMLASML Holding N.V.股票-科技1.95%+0.37%-1.43%
13VRTVertiv Holdings Co-a股票-工业1.93%+0.69%-0.51%
14CATCaterpillar INC股票-工业1.93%+0.39%-0.67%
15APHAmphenol Corp-cl A股票-科技1.76%-0.10%-0.19%
16TSMTaiwan Semiconductor-sp Adr股票-科技1.69%+0.18%-1.18%
17PWRQuanta Services INC股票-工业1.60%+0.42%+3.25%
18NFLXNetflix INC股票-通信服务1.49%—+2.12%
19SHOPShopify INC - Class A股票-科技1.44%-0.48%+0.01%
20MSMorgan Stanley股票-金融1.33%-0.08%+0.21%
21DHIDr Horton INC股票-周期性消费1.27%—+2.50%
22ISRGIntuitive Surgical INC股票-医疗保健1.26%-0.28%-0.78%
23TMOThermo Fisher Scientific INC股票-医疗保健1.25%-0.19%+0.94%
24VVisa Inc-class A Shares股票-金融1.18%-0.20%-2.15%
25AMDAdvanced Micro Devices股票-科技1.16%—+0.13%
26WMTWalmart INC股票-非周期性消费1.15%+0.15%+1.36%
27GLDSpdr Gold SharesETF-避险与商品1.14%—-0.86%
28HDHome Depot INC股票-周期性消费1.11%—-0.69%
29CDNSCadence Design Sys INC股票-科技1.07%-0.11%+0.16%
30UBERUber Technologies INC股票-工业1.04%-0.12%-0.06%
31TOLToll Brothers INC股票-周期性消费1.00%—+4.74%
32IBDSIshrs Ibnds Dec 27 CORP ETFETF-其他0.99%—+6.65%
33IDXXIdexx Laboratories INC股票-医疗保健0.93%-0.21%-3.41%
34INTUIntuit INC股票-科技0.92%-0.66%-12.70%
35IBDTIshares Ibonds Dec 2028 ETFETF-其他0.91%—+2.27%
36AVGOBroadcom INC股票-科技0.91%+0.33%+73.38%
37SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.90%—+16.94%
38SYKStryker CORP股票-医疗保健0.89%-0.14%-8.98%
39NOWServicenow INC股票-科技0.88%-0.57%-12.22%
40IBDUIshares Ibonds Dec 2029 TermETF-其他0.86%—+3.82%
41BRK-BBerkshire Hathaway Inc-cl B股票-其他0.85%—+2.99%
42HONHoneywell International INC股票-工业0.85%+0.16%+4.24%
43IBDRIshares Ibonds Dec 2026 TermETF-其他0.83%—-6.42%
44NETCloudflare INC - Class A股票-科技0.82%—+3.18%
45DEDeere & Co股票-工业0.80%+0.16%+2.02%
46WMWaste Management INC股票-工业0.80%+0.80%NEW
47IBDVIshares Ibonds Dec 2030 CORPETF-其他0.75%—+3.31%
48XLISs Industrial Select SectorETF-其他0.72%—+5.81%
49MAMastercard INC - A股票-金融0.72%-0.10%-1.66%
50SNOWSnowflake INC股票-科技0.70%-0.26%+4.94%
1–50 of 216

本季持股变动

Lyell Wealth Management, LP 在 2026-03-31 最显著的持仓异动： 新建仓: Waste Management INC (WM); 新建仓: Dell Technologies -c (DELL); 新建仓: Nasdaq INC (NDAQ); 加仓: Alphabet Inc-cl C (GOOG) — 股数 +197.74%; 减仓: Workday Inc-class A (WDAY) — 股数 -59.26%.

Lyell Wealth Management, LP 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
1GOOGAlphabet Inc-cl C+3.4%+197.74%加仓
2VRTVertiv Holdings Co-a+0.7%-0.51%减仓
3TJXTjx Companies INC+0.5%+262.05%加仓
4PWRQuanta Services INC+0.4%+3.25%加仓
5CATCaterpillar INC+0.4%-0.67%减仓
6ASMLASML Holding N.V.+0.4%-1.43%减仓
7COSTCostco Wholesale CORP+0.4%+1.28%加仓
8AVGOBroadcom INC+0.3%+73.38%加仓
9ICEIntercontinental Exchange In+0.2%+729.88%加仓
10TSMTaiwan Semiconductor-sp Adr+0.2%-1.18%减仓
11IJRIshares Core S&p Small-cap E+0.2%+85.88%加仓
12DEDeere & Co+0.2%+2.02%加仓
13HONHoneywell International INC+0.2%+4.24%加仓
14SMHVaneck Semiconductor ETF+0.2%+0.31%加仓
15WMTWalmart INC+0.2%+1.36%加仓
16XLVSs Health Care Select Sector+0.1%+26.08%加仓
17MSMorgan Stanley-0.1%+0.21%加仓
18GWREGuidewire Software INC-0.1%-0.08%减仓
19APHAmphenol Corp-cl A-0.1%-0.19%减仓
20MAMastercard INC - A-0.1%-1.66%减仓
21CDNSCadence Design Sys INC-0.1%+0.16%加仓
22ABTAbbott Laboratories-0.1%-2.27%减仓
23UBERUber Technologies INC-0.1%-0.06%减仓
24SYKStryker CORP-0.1%-8.98%减仓
25AAPLApple INC-0.2%+0.29%加仓
26JPMJpmorgan Chase & Co-0.2%-0.24%减仓
27TMOThermo Fisher Scientific INC-0.2%+0.94%加仓
28VVisa Inc-class A Shares-0.2%-2.15%减仓
29IDXXIdexx Laboratories INC-0.2%-3.41%减仓
30AMZNAmazon.com INC-0.2%+0.45%加仓
31PANWPalo Alto Networks INC-0.3%+0.51%加仓
32SNOWSnowflake INC-0.3%+4.94%加仓
33OWLBlue Owl Capital INC-0.3%+5.18%加仓
34METAMeta Platforms Inc-class A-0.3%+1.87%加仓
35GOOGLAlphabet Inc-cl A-0.3%-0.13%减仓
36ISRGIntuitive Surgical INC-0.3%-0.78%减仓
37DLRDigital Realty Trust INC-0.4%-59.92%减仓
38LENLennar Corp-a-0.4%-56.42%减仓
39VEEVVeeva Systems Inc-class A-0.4%-30.70%减仓
40NVDANvidia CORP-0.4%-0.31%减仓
41SHOPShopify INC - Class A-0.5%+0.01%加仓
42NOWServicenow INC-0.6%-12.22%减仓
43BRBroadridge Financial Solutio-0.6%-94.34%减仓
44INTUIntuit INC-0.7%-12.70%减仓
45MSFTMicrosoft CORP-0.7%+0.37%加仓
46CRMSalesforce INC-0.8%-70.52%减仓
47WDAYWorkday Inc-class A-0.8%-59.26%减仓
48WMWaste Management INC—NEW新建仓
49DELLDell Technologies -c—NEW新建仓
50NDAQNasdaq INC—NEW新建仓

FAQ

Lyell Wealth Management, LP 是什么机构？属于哪种投资人类型？
Lyell Wealth Management, LP 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$13.6亿，分布在 216 个已申报仓位之中。
Lyell Wealth Management, LP 目前前几大持股有哪些？
根据最新 13F 申报，Lyell Wealth Management, LP 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$1.0亿 (7.4%) 2. Alphabet Inc-cl C (GOOG) — US$7290.1万 (5.4%) 3. Alphabet Inc-cl A (GOOGL) — US$5233.4万 (3.9%) 4. Apple INC (AAPL) — US$4677.3万 (3.4%) 5. Amazon.com INC (AMZN) — US$3653.9万 (2.7%)
Lyell Wealth Management, LP 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lyell Wealth Management, LP 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 23 个既有持股、减仓 24 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Waste Management INC (WM); 新建仓: Dell Technologies -c (DELL); 新建仓: Nasdaq INC (NDAQ); 加仓: Alphabet Inc-cl C (GOOG) — 股数 +197.74%; 减仓: Workday Inc-class A (WDAY) — 股数 -59.26%
Lyell Wealth Management, LP 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，Lyell Wealth Management, LP 的主要板块分布如下： • Information Technology: 37.0% • Communication Services: 17.0% • Industrials: 12.2% • Financials: 10.1% • Consumer Discretionary: 9.3% • Health Care: 7.6%