L&
London & Capital Asset Management Ltd
分散型投資策略趨勢追蹤型高品質投資策略
申報總市值
US$91.8億
申報季度: 2026-03-31 · 持股檔數: 223
London & Capital Asset Management Ltd在最新一期 13F 報告中揭露了 223 項持股，申報期為 2026-03-31，總持股市值約為 US$91.8億，季度換手率為 20.5%。
機構性格雪花圖
- 集中度
- 14
- 持倉穩定性
- 20.52
- 動能／逆勢
- 100
- 產業集中度
- 55.31
- 多樣化
- 100
- 倉位均衡度
- 73.86
近期動向
加碼 GRAB
+6509.4% US$2.2億
加碼 GEV
-3.9% US$8901.6萬
減碼 MSFT
+1.9% -US$1.3億
減碼 GOOGL
-13.6% -US$1.1億
減碼 INTU
-85.4% -US$7664.6萬
加碼 FERG
+5.1% US$4009.3萬
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 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | 股票-循環性消費 | 5.53% | +0.01% | +5.45% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 5.10% | -0.26% | +5.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.99% | -1.09% | +1.91% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.82% | -0.95% | -13.58% | |
| 5 | FERG | Ferguson Enterprises INC | 股票-工業 | 4.74% | +0.65% | +5.07% | |
| 6 | CME | Cme Group INC | 股票-金融 | 4.70% | +0.58% | +0.07% | |
| 7 | GEV | GE Vernova INC | 股票-工業 | 4.38% | +1.14% | -3.85% | |
| 8 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 4.32% | +0.42% | +0.93% | |
| 9 | GE | General Electric | 股票-工業 | 4.27% | -0.15% | -0.27% | |
| 10 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 4.25% | -0.46% | +0.92% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.93% | +0.59% | +0.66% | |
| 12 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.82% | — | +6.51% | |
| 13 | ICE | Intercontinental Exchange In | 股票-金融 | 3.80% | +0.31% | +6.49% | |
| 14 | SNPS | Synopsys INC | 股票-科技 | 3.40% | -0.08% | +9.99% | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 3.29% | +0.55% | +19.87% | |
| 16 | YUMC | Yum China Holdings INC | 股票-循環性消費 | 3.28% | — | -1.66% | |
| 17 | COF | Capital One Financial CORP | 股票-金融 | 3.08% | -0.47% | +9.46% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 2.94% | -0.59% | -3.14% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.59% | -0.62% | -6.22% | |
| 20 | GRAB | Grab Holdings Limited | 股票-科技 | 2.49% | +2.44% | +6509.36% | |
| 21 | URI | United Rentals INC | 股票-工業 | 2.27% | -0.04% | +4.25% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.53% | +0.18% | -0.70% | |
| 23 | VMC | Vulcan Materials Co | 股票-原物料 | 1.24% | +0.15% | +13.68% | |
| 24 | SHG | Shinhan Financial Group-adr | 股票-其他 | 1.22% | +0.10% | -9.42% | |
| 25 | EXP | Eagle Materials INC | 股票-原物料 | 1.10% | +1.10% | NEW | |
| 26 | SLB | Slb LTD | 股票-能源 | 0.92% | +0.20% | -8.80% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.92% | -0.18% | -12.63% | |
| 28 | LNG | Cheniere Energy INC | 股票-能源 | 0.80% | +0.38% | +21.87% | |
| 29 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.73% | — | +20.83% | |
| 30 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.72% | -0.30% | -23.03% | |
| 31 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.65% | +0.11% | +3.72% | |
| 32 | NEM | Newmont CORP | 股票-原物料 | 0.62% | -0.08% | -21.51% | |
| 33 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.59% | — | -9.81% | |
| 34 | QCOM | Qualcomm INC | 股票-科技 | 0.59% | -0.45% | -29.09% | |
| 35 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.54% | +0.09% | +6.90% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | +5.18% | |
| 37 | ZTS | Zoetis INC | 股票-醫療保健 | 0.36% | -0.06% | -13.64% | |
| 38 | PWR | Quanta Services INC | 股票-工業 | 0.29% | — | -19.64% | |
| 39 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 0.28% | — | -6.79% | |
| 40 | AAPL | Apple INC | 股票-科技 | 0.27% | -0.04% | -10.02% | |
| 41 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.26% | — | — | |
| 42 | AXP | American Express Co | 股票-金融 | 0.25% | -0.22% | -37.71% | |
| 43 | CCJ | Cameco CORP | 股票-能源 | 0.22% | +0.04% | — | |
| 44 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.21% | — | +4.58% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.20% | — | +0.02% | |
| 46 | AIG | American International Group | 股票-金融 | 0.20% | -0.01% | -0.96% | |
| 47 | FPA | First Trust Asia Pac Ex-japn | ETF-其他 | 0.12% | — | +12.86% | |
| 48 | MCHI | Ishares Msci China ETF | ETF-新興市場 | 0.12% | — | +1.77% | |
| 49 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.11% | +0.04% | — | |
| 50 | PCAR | Paccar INC | 股票-工業 | 0.11% | — | +0.45% |
1–50 of 223
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 223 | US$91.8億 | 21 | |
| 2025-12-31 | 239 | US$96.6億 | 100 | |
| 2025-09-30 | 81 | US$14.0億 | 89 | |
| 2025-06-30 | 96 | US$13.2億 | 0 | |
| 2025-03-31 | 95 | US$11.7億 | 100 | |
| 2024-12-31 | 91 | US$11.7億 | 0 | |
| 2024-09-30 | 83 | US$12.6億 | 0 | |
| 2024-06-30 | 76 | US$11.8億 | 0 | |
| 2024-03-31 | 77 | US$13.1億 | 0 | |
| 2023-12-31 | 76 | US$11.9億 | 0 | |
| 2023-09-30 | 78 | US$10.9億 | 0 | |
| 2023-06-30 | 72 | US$10.1億 | 0 | |
| 2023-03-31 | 70 | US$10.6億 | 0 | |
| 2022-12-31 | 74 | US$10.8億 | 0 | |
| 2022-09-30 | 77 | US$10.7億 | 0 | |
| 2022-06-30 | 72 | US$12.6億 | 0 | |
| 2022-03-31 | 68 | US$13.5億 | 0 | |
| 2021-12-31 | 79 | US$16.3億 | 0 | |
| 2021-09-30 | 80 | US$13.8億 | 0 | |
| 2021-06-30 | 80 | US$12.2億 | 93 | |
| 2021-03-31 | 87 | US$10.7億 | 26 | |
| 2020-12-31 | 75 | US$9.0億 | 39 | |
| 2020-09-30 | 60 | US$7.5億 | 40 | |
| 2020-06-30 | 105 | US$5.7億 | 43 | |
| 2020-03-31 | 81 | US$4.3億 | 48 | |
| 2019-12-31 | 91 | US$6.2億 | 18 | |
| 2019-09-30 | 85 | US$5.9億 | 40 | |
| 2019-06-30 | 89 | US$4.8億 | 51 | |
| 2019-03-31 | 90 | US$6.7億 | 26 | |
| 2018-12-31 | 84 | US$6.5億 | 0 |
本季持股變動
London & Capital Asset Management Ltd 在 2026-03-31 最顯著的持倉異動： 新建倉: Eagle Materials INC (EXP); 清倉: Hca Healthcare INC (HCA); 清倉: Valaris LTD Wt Exp 042928; 清倉: H World Group Ltd-adr (HTHT); 清倉: Air Lease CORP (AL).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GRAB | Grab Holdings Limited | +2.4% | +6509.36% | 加碼 |
| 2 | GEV | GE Vernova INC | +1.1% | -3.85% | 減碼 |
| 3 | FERG | Ferguson Enterprises INC | +0.7% | +5.07% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +0.66% | 加碼 |
| 5 | CME | Cme Group INC | +0.6% | +0.07% | 加碼 |
| 6 | AMD | Advanced Micro Devices | +0.6% | +19.87% | 加碼 |
| 7 | IBKR | Interactive Brokers Gro-cl A | +0.4% | +0.93% | 加碼 |
| 8 | LNG | Cheniere Energy INC | +0.4% | +21.87% | 加碼 |
| 9 | ICE | Intercontinental Exchange In | +0.3% | +6.49% | 加碼 |
| 10 | SLB | Slb LTD | +0.2% | -8.80% | 減碼 |
| 11 | GLD | Spdr Gold Shares | +0.2% | -0.70% | 減碼 |
| 12 | VMC | Vulcan Materials Co | +0.2% | +13.68% | 加碼 |
| 13 | WEC | Wec Energy Group INC | +0.1% | +3.72% | 加碼 |
| 14 | SHG | Shinhan Financial Group-adr | +0.1% | -9.42% | 減碼 |
| 15 | CP | Canadian Pacific Kansas City | +0.1% | +6.90% | 加碼 |
| 16 | TPL | Texas Pacific Land CORP | 0% | — | 不變 |
| 17 | CCJ | Cameco CORP | 0% | — | 不變 |
| 18 | AMZN | Amazon.com INC | 0% | +5.45% | 加碼 |
| 19 | AIG | American International Group | 0% | -0.96% | 減碼 |
| 20 | URI | United Rentals INC | 0% | +4.25% | 加碼 |
| 21 | AAPL | Apple INC | 0% | -10.02% | 減碼 |
| 22 | ZTS | Zoetis INC | -0.1% | -13.64% | 減碼 |
| 23 | SILJ | Amplify Junior Silver Miners | -0.1% | -66.67% | 減碼 |
| 24 | VOO | Vanguard S&p 500 ETF | -0.1% | -59.07% | 減碼 |
| 25 | SNPS | Synopsys INC | -0.1% | +9.99% | 加碼 |
| 26 | NEM | Newmont CORP | -0.1% | -21.51% | 減碼 |
| 27 | GE | General Electric | -0.2% | -0.27% | 減碼 |
| 28 | GOOG | Alphabet Inc-cl C | -0.2% | -12.63% | 減碼 |
| 29 | AXP | American Express Co | -0.2% | -37.71% | 減碼 |
| 30 | V | Visa Inc-class A Shares | -0.3% | +5.02% | 加碼 |
| 31 | GEHC | GE Healthcare Technology | -0.3% | -23.03% | 減碼 |
| 32 | ORLY | O'reilly Automotive INC | -0.4% | -82.77% | 減碼 |
| 33 | DHI | Dr Horton INC | -0.4% | -94.58% | 減碼 |
| 34 | QCOM | Qualcomm INC | -0.5% | -29.09% | 減碼 |
| 35 | TMO | Thermo Fisher Scientific INC | -0.5% | +0.92% | 加碼 |
| 36 | COF | Capital One Financial CORP | -0.5% | +9.46% | 加碼 |
| 37 | EL | Estee Lauder Companies-cl A | -0.5% | -97.81% | 減碼 |
| 38 | IBM | Intl Business Machines CORP | -0.6% | -3.14% | 減碼 |
| 39 | UNH | Unitedhealth Group INC | -0.6% | -6.22% | 減碼 |
| 40 | INTU | Intuit INC | -0.8% | -85.40% | 減碼 |
| 41 | GOOGL | Alphabet Inc-cl A | -1% | -13.58% | 減碼 |
| 42 | MSFT | Microsoft CORP | -1.1% | +1.91% | 加碼 |
| 43 | EXP | Eagle Materials INC | — | NEW | 新建倉 |
| 44 | HCA | Hca Healthcare INC | — | EXIT | 清倉 |
| 45 | ✓ | Valaris LTD Wt Exp 042928 | — | EXIT | 清倉 |
| 46 | HTHT | H World Group Ltd-adr | — | EXIT | 清倉 |
| 47 | AL | Air Lease CORP | — | EXIT | 清倉 |
| 48 | GUNR | Flexshares Global Upstream N | — | NEW | 新建倉 |
| 49 | GNR | State Street Spdr S&p Global | — | NEW | 新建倉 |
| 50 | BZ | Kanzhun LTD - Adr | — | NEW | 新建倉 |
FAQ
London & Capital Asset Management Ltd 是什麼機構？屬於哪種投資人類型？
London & Capital Asset Management Ltd 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$91.8億，分佈在 223 個已申報部位之中。
London & Capital Asset Management Ltd 目前前幾大持股有哪些？
根據最新 13F 申報，London & Capital Asset Management Ltd 按市值排列的前幾大持股為：
1. Amazon.com INC (AMZN) — US$5.1億 (5.5%)
2. Visa Inc-class A Shares (V) — US$4.7億 (5.1%)
3. Microsoft CORP (MSFT) — US$4.6億 (5.0%)
4. Alphabet Inc-cl A (GOOGL) — US$4.4億 (4.8%)
5. Ferguson Enterprises INC (FERG) — US$4.4億 (4.7%)
London & Capital Asset Management Ltd 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，London & Capital Asset Management Ltd 共進行了 48 項顯著調整：新建倉 4 個部位、加碼 18 個既有持股、減碼 22 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：新建倉: Eagle Materials INC (EXP); 清倉: Hca Healthcare INC (HCA); 清倉: Valaris LTD Wt Exp 042928; 清倉: H World Group Ltd-adr (HTHT); 清倉: Air Lease CORP (AL)
London & Capital Asset Management Ltd 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，London & Capital Asset Management Ltd 的主要板塊分佈如下：
• Financials: 27.3%
• Information Technology: 23.4%
• Industrials: 17.7%
• Consumer Discretionary: 10.4%
• Health Care: 8.5%
• Communication Services: 6.2%