SG

Steigerwald, Gordon & Koch Inc.

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$9.7億

申報季度: 2026-03-31 · 持股檔數: 782

Steigerwald, Gordon & Koch Inc.在最新一期 13F 報告中揭露了 782 項持股，申報期為 2026-03-31，總持股市值約為 US$9.7億，季度換手率為 19.5%。

機構性格雪花圖

集中度
8.94
持倉穩定性
19.54
動能／逆勢
100
產業集中度
53.47
多樣化
100
倉位均衡度
59.39

近期動向

  • 減碼 MSFT

    +0.4%　-US$949.6萬

  • 加碼 DE

    -0.2%　US$522.3萬

  • 減碼 ADBE

    -37.9%　-US$726.1萬

  • 加碼 CDNS

    +8329.5%　US$596.2萬

  • 加碼 JNJ

    +0.5%　US$442.2萬

  • 加碼 KMI

    +1.3%　US$436.3萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1AAPLApple INC股票-科技4.85%-0.07%-1.26%
2JPMJpmorgan Chase & Co股票-金融3.62%-0.11%-0.51%
3RTXRtx CORP股票-工業3.62%+0.36%-1.16%
4WMTWalmart INC股票-非循環性消費3.46%+0.54%-0.69%
5CACICaci International INC -cl A股票-科技3.42%+0.27%-0.59%
6MCKMckesson CORP股票-醫療保健3.24%+0.36%-0.34%
7MSFTMicrosoft CORP股票-科技3.23%-0.71%+0.39%
8DEDeere & Co股票-工業3.12%+0.70%-0.22%
9JNJJohnson & Johnson股票-醫療保健2.88%+0.61%+0.49%
10TRVTravelers Cos Inc/the股票-金融2.83%—+0.16%
11GOOGLAlphabet Inc-cl A股票-通訊服務2.72%-0.01%+1.45%
12WFCWells Fargo & Co股票-金融2.69%-0.25%-0.11%
13DKSDick's Sporting Goods INC股票-循環性消費2.61%—-0.04%
14AMGNAmgen INC股票-醫療保健2.56%+0.34%+0.44%
15VVisa Inc-class A Shares股票-金融2.55%-0.17%+1.51%
16IBMIntl Business Machines CORP股票-科技2.43%-0.32%+0.82%
17NEENextera Energy INC股票-公用事業2.38%+0.48%+1.30%
18SYKStryker CORP股票-醫療保健2.35%+0.04%+1.52%
19KMIKinder Morgan INC股票-能源2.34%+0.57%+1.35%
20VTRVentas INC股票-房地產2.33%+0.28%+0.47%
21LINLinde plc股票-原物料1.82%+0.42%+4.79%
22CHKPCheck Point Software Technologies Ltd.股票-科技1.82%-0.38%+0.50%
23KOCoca-cola Co/the股票-非循環性消費1.78%+0.27%+1.28%
24CARRCarrier Global CORP股票-工業1.71%+0.20%-0.37%
25ADPAutomatic Data Processing股票-科技1.69%-0.29%+1.31%
26PFEPfizer INC股票-醫療保健1.50%+0.28%+1.35%
27ACNAccenture plc股票-科技1.43%-0.43%-2.73%
28SYYSysco CORP股票-非循環性消費1.41%—+0.91%
29ELVElevance Health INC股票-醫療保健1.35%-0.18%-1.36%
30ORCLOracle CORP股票-科技1.30%-0.35%-2.31%
31TAt&t INC股票-通訊服務1.28%+0.29%+3.58%
32OTISOtis Worldwide CORP股票-工業1.19%-0.08%-0.47%
33QQnity Electronics INC股票-科技1.17%+0.50%+16.27%
34OMCOmnicom Group股票-通訊服務1.13%-0.04%-2.65%
35IVVIshares Core S&p 500 ETFETF-大型股與成長1.05%—+1.43%
36DISWalt Disney Co/the股票-通訊服務1.05%-0.17%-4.89%
37RVTYRevvity INC股票-醫療保健0.98%-0.04%-1.05%
386D8Dupont De Nemours INC股票-其他0.91%+0.25%+13.11%
39ZTSZoetis INC股票-醫療保健0.88%-0.21%-19.53%
40BABoeing Co/the股票-工業0.78%—+6.78%
41BWABorgwarner INC股票-循環性消費0.74%+0.20%+5.35%
42TROWT Rowe Price Group INC股票-金融0.65%-0.34%-29.62%
43CDNSCadence Design Sys INC股票-科技0.62%+0.61%+8329.46%
44ADBEAdobe INC股票-科技0.57%-0.67%-37.92%
45UPSUnited Parcel Service-cl B股票-工業0.56%—-7.11%
46NVDANvidia CORP股票-科技0.51%—-1.01%
47CTVACorteva INC股票-原物料0.49%+0.13%-0.13%
48GISGeneral Mills INC股票-非循環性消費0.46%-0.23%-21.49%
49GSGoldman Sachs Group INC股票-金融0.44%+0.39%+826.80%
50IJRIshares Core S&p Small-cap EETF-中小型股0.34%—-0.64%
1–50 of 782

本季持股變動

Steigerwald, Gordon & Koch Inc. 在 2026-03-31 最顯著的持倉異動： 清倉: Abb Ltd-spon Adr (ABBNY); 清倉: Jpmorgan Chase & Co (JPM 5.75 PERP DD); 清倉: Jpmorgan Chase & Co (JPM 4.75 PERP GG); 清倉: Wells Fargo & Company (WFC 4.75 PERP Z); 清倉: Wells Fargo & Company (WFC 5.625 PERP Y).

Steigerwald, Gordon & Koch Inc. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1DEDeere & Co+0.7%-0.22%減碼
2CDNSCadence Design Sys INC+0.6%+8329.46%加碼
3JNJJohnson & Johnson+0.6%+0.49%加碼
4KMIKinder Morgan INC+0.6%+1.35%加碼
5WMTWalmart INC+0.5%-0.69%減碼
6QQnity Electronics INC+0.5%+16.27%加碼
7NEENextera Energy INC+0.5%+1.30%加碼
8LINLinde plc+0.4%+4.79%加碼
9GSGoldman Sachs Group INC+0.4%+826.80%加碼
10MCKMckesson CORP+0.4%-0.34%減碼
11RTXRtx CORP+0.4%-1.16%減碼
12AMGNAmgen INC+0.3%+0.44%加碼
13TAt&t INC+0.3%+3.58%加碼
14PFEPfizer INC+0.3%+1.35%加碼
15VTRVentas INC+0.3%+0.47%加碼
16KOCoca-cola Co/the+0.3%+1.28%加碼
17CACICaci International INC -cl A+0.3%-0.59%減碼
186D8Dupont De Nemours INC+0.3%+13.11%加碼
19XOMExxon Mobil CORP+0.2%+118.04%加碼
20BWABorgwarner INC+0.2%+5.35%加碼
21CARRCarrier Global CORP+0.2%-0.37%減碼
22CTVACorteva INC+0.1%-0.13%減碼
23SYKStryker CORP0%+1.52%加碼
24GOOGLAlphabet Inc-cl A0%+1.45%加碼
25OMCOmnicom Group0%-2.65%減碼
26RVTYRevvity INC0%-1.05%減碼
27DHRDanaher CORP0%+0.73%加碼
28AAPLApple INC-0.1%-1.26%減碼
29OTISOtis Worldwide CORP-0.1%-0.47%減碼
30JPMJpmorgan Chase & Co-0.1%-0.51%減碼
31VVisa Inc-class A Shares-0.2%+1.51%加碼
32DISWalt Disney Co/the-0.2%-4.89%減碼
33ELVElevance Health INC-0.2%-1.36%減碼
34ZTSZoetis INC-0.2%-19.53%減碼
35GISGeneral Mills INC-0.2%-21.49%減碼
36WFCWells Fargo & Co-0.3%-0.11%減碼
37ADPAutomatic Data Processing-0.3%+1.31%加碼
38IBMIntl Business Machines CORP-0.3%+0.82%加碼
39TROWT Rowe Price Group INC-0.3%-29.62%減碼
40ORCLOracle CORP-0.4%-2.31%減碼
41CHKPCheck Point Software Technologies Ltd.-0.4%+0.50%加碼
42ACNAccenture plc-0.4%-2.73%減碼
43ADBEAdobe INC-0.7%-37.92%減碼
44MSFTMicrosoft CORP-0.7%+0.39%加碼
45ABBNYAbb Ltd-spon Adr—EXIT清倉
46JPM 5.75 PERP DDJpmorgan Chase & Co—EXIT清倉
47JPM 4.75 PERP GGJpmorgan Chase & Co—EXIT清倉
48WFC 4.75 PERP ZWells Fargo & Company—EXIT清倉
49WFC 5.625 PERP YWells Fargo & Company—EXIT清倉
50ACLLYAccelleron Industries AG—EXIT清倉

FAQ

Steigerwald, Gordon & Koch Inc. 是什麼機構？屬於哪種投資人類型？
Steigerwald, Gordon & Koch Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$9.7億，分佈在 782 個已申報部位之中。
Steigerwald, Gordon & Koch Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Steigerwald, Gordon & Koch Inc. 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$4728.1萬 (4.8%) 2. Jpmorgan Chase & Co (JPM) — US$3526.3萬 (3.6%) 3. Rtx CORP (RTX) — US$3525.5萬 (3.6%) 4. Walmart INC (WMT) — US$3366.8萬 (3.5%) 5. Caci International INC -cl A (CACI) — US$3335.2萬 (3.4%)
Steigerwald, Gordon & Koch Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Steigerwald, Gordon & Koch Inc. 共進行了 50 項顯著調整：新建倉 0 個部位、加碼 23 個既有持股、減碼 21 個部位，並完全清倉 6 個持股。 其中幅度最大的異動：清倉: Abb Ltd-spon Adr (ABBNY); 清倉: Jpmorgan Chase & Co (JPM 5.75 PERP DD); 清倉: Jpmorgan Chase & Co (JPM 4.75 PERP GG); 清倉: Wells Fargo & Company (WFC 4.75 PERP Z); 清倉: Wells Fargo & Company (WFC 5.625 PERP Y)
Steigerwald, Gordon & Koch Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Steigerwald, Gordon & Koch Inc. 的主要板塊分佈如下： • Information Technology: 24.1% • Health Care: 21.9% • Financials: 17.2% • Industrials: 15.1% • Communication Services: 9.9% • Consumer Staples: 9.8%