WG

Wilkinson Global Asset Management LLC

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$13.1亿

申报季度: 2026-03-31 · 持股只数: 91

Wilkinson Global Asset Management LLC在最新一期 13F 报告中披露了 91 项持股，申报期为 2026-03-31，总持股市值约为 US$13.1亿，季度换手率为 18.3%。

机构性格雪花图

集中度
19.89
持仓稳定性
18.27
动能／逆势
100
行业集中度
63.61
多样化
100
仓位均衡度
85.8

近期动向

  • 减仓 ACN

    -99.2%　-US$4784.4万

  • 减仓 INTU

    -41.5%　-US$2484.6万

  • 减仓 MSFT

    -5.8%　-US$3086.8万

  • 加仓 SAN

    +4619.1%　US$1811.6万

  • 加仓 ADI

    -2.3%　US$734.9万

  • 加仓 DE

    -6.0%　US$709.3万

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 60 大持股（共 91 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
1TJXTjx Companies INC股票-周期性消费8.87%+0.68%-6.54%
2JPMJpmorgan Chase & Co股票-金融7.42%-0.37%-6.44%
3TSMTaiwan Semiconductor-sp Adr股票-科技6.48%+0.89%-6.49%
4AAPLApple INC股票-科技6.27%-0.12%-5.79%
5NVDANvidia CORP股票-科技6.12%+0.16%-1.47%
6MSFTMicrosoft CORP股票-科技6.08%-1.48%-5.80%
7AMGNAmgen INC股票-医疗保健5.01%+0.53%-6.80%
8SHWSherwin-williams Co/the股票-原材料4.70%+0.21%-5.16%
9TXNTexas Instruments INC股票-科技4.64%+0.63%-7.22%
10DEDeere & Co股票-工业4.47%+0.95%-5.97%
11UNPUnion Pacific CORP股票-工业4.46%+0.36%-6.99%
12ADIAnalog Devices INC股票-科技4.38%+0.96%-2.25%
13LINLinde plc股票-原材料4.12%+0.69%-7.30%
14AMZNAmazon.com INC股票-周期性消费3.84%-0.06%-2.13%
15VVisa Inc-class A Shares股票-金融3.52%-0.23%-2.28%
16PHParker Hannifin CORP股票-工业3.19%+0.33%-1.63%
17DISWalt Disney Co/the股票-通信服务2.69%-0.40%-7.95%
18PGRProgressive CORP股票-金融2.20%-0.11%-1.86%
19WSOWatsco INC股票-工业2.16%+0.34%-1.07%
20SANBanco Santander Sa-spon Adr股票-金融1.41%+1.38%+4619.14%
21SPOTSpotify Technology S.A.股票-通信服务1.40%+0.11%+16.51%
22AVGOBroadcom INC股票-科技1.29%+0.41%+46.50%
23UBERUber Technologies INC股票-工业1.22%—+2.32%
24INTUIntuit INC股票-科技1.17%-1.57%-41.53%
25ABBVAbbvie INC股票-医疗保健0.29%+0.01%-1.52%
26XOMExxon Mobil CORP股票-能源0.28%+0.10%—
27JNJJohnson & Johnson股票-医疗保健0.25%+0.05%-1.65%
28BRK-BBerkshire Hathaway Inc-cl B股票-其他0.22%—-6.35%
29MCDMcdonald's CORP股票-周期性消费0.20%—-0.46%
30WFCWells Fargo & Co股票-金融0.18%-0.02%-2.41%
31RACEFerrari N.V.股票-周期性消费0.15%-0.05%-27.36%
32LOWLowe's Cos INC股票-周期性消费0.14%——
33IDNIntellicheck INC股票-其他0.13%+0.02%+1.98%
34GLDSpdr Gold SharesETF-避险与商品0.10%+0.02%—
35MRKMerck & Co. INC.股票-医疗保健0.07%+0.01%-1.40%
36PNWPinnacle West Capital股票-公用事业0.07%+0.02%—
37ROSTRoss Stores INC股票-周期性消费0.07%+0.02%—
38FANGDiamondback Energy INC股票-能源0.06%+0.02%—
39CVXChevron CORP股票-能源0.05%+0.01%-0.58%
40UHTUniversal Health Rlty Income股票-其他0.05%——
41ASMLASML Holding N.V.股票-科技0.05%+0.02%—
42EOGEog Resources INC股票-能源0.05%+0.02%—
43GOOGAlphabet Inc-cl C股票-通信服务0.05%—-0.95%
44GOOGLAlphabet Inc-cl A股票-通信服务0.04%-0.01%-10.29%
45MELIMercadolibre INC股票-周期性消费0.03%——
46LLYEli Lilly & Co股票-医疗保健0.03%——
47WEXWex INC股票-科技0.03%——
48METAMeta Platforms Inc-class A股票-通信服务0.03%—-7.06%
49MSMorgan Stanley股票-金融0.03%——
50IMOImperial Oil LTD股票-能源0.03%+0.01%—
1–50 of 60

本季持股变动

Wilkinson Global Asset Management LLC 在 2026-03-31 最显著的持仓异动： 清仓: Coinbase Global INC -class A (COIN); 清仓: Vanguard Ftse Developed ETF (VEA); 清仓: Ishares Core S&p U.s. Value (IUSV); 减仓: Accenture plc (ACN) — 股数 -99.23%; 减仓: Intuit INC (INTU) — 股数 -41.53%.

Wilkinson Global Asset Management LLC 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
1SANBanco Santander Sa-spon Adr+1.4%+4619.14%加仓
2ADIAnalog Devices INC+1%-2.25%减仓
3DEDeere & Co+1%-5.97%减仓
4TSMTaiwan Semiconductor-sp Adr+0.9%-6.49%减仓
5LINLinde plc+0.7%-7.30%减仓
6TJXTjx Companies INC+0.7%-6.54%减仓
7TXNTexas Instruments INC+0.6%-7.22%减仓
8AMGNAmgen INC+0.5%-6.80%减仓
9AVGOBroadcom INC+0.4%+46.50%加仓
10UNPUnion Pacific CORP+0.4%-6.99%减仓
11WSOWatsco INC+0.3%-1.07%减仓
12PHParker Hannifin CORP+0.3%-1.63%减仓
13SHWSherwin-williams Co/the+0.2%-5.16%减仓
14NVDANvidia CORP+0.2%-1.47%减仓
15SPOTSpotify Technology S.A.+0.1%+16.51%加仓
16XOMExxon Mobil CORP+0.1%—不变
17JNJJohnson & Johnson+0.1%-1.65%减仓
18FANGDiamondback Energy INC0%—不变
19EOGEog Resources INC0%—不变
20ROSTRoss Stores INC0%—不变
21ASMLASML Holding N.V.0%—不变
22PNWPinnacle West Capital0%—不变
23IDNIntellicheck INC0%+1.98%加仓
24GLDSpdr Gold Shares0%—不变
25ABBVAbbvie INC0%-1.52%减仓
26CVXChevron CORP0%-0.58%减仓
27IMOImperial Oil LTD0%—不变
28MRKMerck & Co. INC.0%-1.40%减仓
29COPConocophillips0%—不变
30UBERUber Technologies INC—+2.32%加仓
31BRK-BBerkshire Hathaway Inc-cl B—-6.35%减仓
32METAMeta Platforms Inc-class A—-7.06%减仓
33LLYEli Lilly & Co——不变
34GOOGLAlphabet Inc-cl A0%-10.29%减仓
35SONYSony Group CORP - Sp Adr0%-12.71%减仓
36WFCWells Fargo & Co0%-2.41%减仓
37RACEFerrari N.V.-0.1%-27.36%减仓
38AMZNAmazon.com INC-0.1%-2.13%减仓
39PGRProgressive CORP-0.1%-1.86%减仓
40AAPLApple INC-0.1%-5.79%减仓
41VVisa Inc-class A Shares-0.2%-2.28%减仓
42JPMJpmorgan Chase & Co-0.4%-6.44%减仓
43DISWalt Disney Co/the-0.4%-7.95%减仓
44MAMastercard INC - A-0.7%-96.97%减仓
45MSFTMicrosoft CORP-1.5%-5.80%减仓
46INTUIntuit INC-1.6%-41.53%减仓
47ACNAccenture plc-3.3%-99.23%减仓
48COINCoinbase Global INC -class A—EXIT清仓
49VEAVanguard Ftse Developed ETF—EXIT清仓
50IUSVIshares Core S&p U.s. Value—EXIT清仓

FAQ

Wilkinson Global Asset Management LLC 是什么机构？属于哪种投资人类型？
Wilkinson Global Asset Management LLC 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$13.1亿，分布在 91 个已申报仓位之中。
Wilkinson Global Asset Management LLC 目前前几大持股有哪些？
根据最新 13F 申报，Wilkinson Global Asset Management LLC 按市值排列的前几大持股为： 1. Tjx Companies INC (TJX) — US$1.2亿 (8.9%) 2. Jpmorgan Chase & Co (JPM) — US$9743.7万 (7.4%) 3. Taiwan Semiconductor-sp Adr (TSM) — US$8512.9万 (6.5%) 4. Apple INC (AAPL) — US$8232.5万 (6.3%) 5. Nvidia CORP (NVDA) — US$8036.6万 (6.1%)
Wilkinson Global Asset Management LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Wilkinson Global Asset Management LLC 共进行了 40 项显著调整：新建仓 0 个仓位、加仓 5 个既有持股、减仓 32 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：清仓: Coinbase Global INC -class A (COIN); 清仓: Vanguard Ftse Developed ETF (VEA); 清仓: Ishares Core S&p U.s. Value (IUSV); 减仓: Accenture plc (ACN) — 股数 -99.23%; 减仓: Intuit INC (INTU) — 股数 -41.53%
Wilkinson Global Asset Management LLC 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，Wilkinson Global Asset Management LLC 的主要板块分布如下： • Information Technology: 36.7% • Industrials: 15.6% • Financials: 15.1% • Consumer Discretionary: 13.3% • Materials: 8.8% • Health Care: 5.7%