DM
Deseret Mutual Benefit Administrators
分散投資型モメンタム追随型高頻度取引型
申告総資産額
$2.9億
報告対象四半期: 2026-03-31 · 銘柄数: 508
Deseret Mutual Benefit Administratorsは最新の13F報告書で508件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$2.9億、四半期回転率は60.6%です。
機関パーソナリティ・スノーフレーク
- 集中度
- 9.36
- 回転率
- 60.61
- モメンタム／逆張り
- 100
- セクター集中度
- 42.67
- 多様性
- 100
- ポジション規律
- 66.98
直近の動向
減少 HYG
-0.6% -$61.2万
増加 AAPL
+107.1% $550.0万
増加 AVGO
+125.1% $301.9万
増加 AMAT
+122.4% $240.9万
増加 LRCX
+123.1% $237.0万
増加 CAT
+148.6% $218.6万
保有マップ
新規購入増加変化なし減少
上位10銘柄の比率
今四半期の全保有銘柄
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 10.72% | -2.96% | -0.59% | |
| 2 | CLOI | Vaneck Clo ETF | ETF-その他 | 6.05% | -0.20% | +21.37% | |
| 3 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 3.98% | +0.31% | +35.60% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.88% | +1.37% | +107.11% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.45% | +0.62% | +42.00% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.04% | +0.77% | +125.08% | |
| 7 | CSCO | Cisco Systems INC | 株式-IT | 1.86% | +0.52% | +72.94% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.60% | +0.32% | +70.56% | |
| 9 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.56% | +0.55% | +70.12% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.34% | +0.21% | +55.11% | |
| 11 | LRCX | Lam Research CORP | 株式-IT | 1.26% | +0.69% | +123.10% | |
| 12 | AMAT | Applied Materials INC | 株式-IT | 1.24% | +0.72% | +122.41% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.14% | +0.43% | +110.61% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.10% | +0.65% | +148.59% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.07% | +0.26% | +44.61% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | +0.50% | +75.91% | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.99% | +0.41% | +69.48% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.96% | +0.31% | +112.39% | |
| 19 | ORCL | Oracle CORP | 株式-IT | 0.95% | — | +47.14% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.95% | +0.20% | +84.96% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.92% | +0.27% | +63.80% | |
| 22 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.88% | +0.61% | +168.64% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.88% | +0.14% | +93.52% | |
| 24 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.82% | +0.30% | +102.06% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | +0.30% | +128.90% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | +0.28% | +107.70% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | +3.46% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | +0.26% | +76.68% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.76% | +0.33% | +111.73% | |
| 30 | TXN | Texas Instruments INC | 株式-IT | 0.75% | +0.33% | +101.40% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | +0.21% | +58.75% | |
| 32 | TGT | Target CORP | 株式-一般消費財 | 0.73% | +0.38% | +112.04% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.71% | +0.20% | +131.28% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.32% | +79.78% | |
| 35 | GLW | Corning INC | 株式-IT | 0.65% | +0.40% | +111.02% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | +0.16% | +83.32% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.63% | +0.09% | +60.68% | |
| 38 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.63% | +0.34% | +139.00% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | +18.76% | |
| 40 | KLAC | Kla CORP | 株式-IT | 0.58% | +0.31% | +122.80% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | +0.13% | +57.38% | |
| 42 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.55% | — | +79.91% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.55% | +0.21% | +130.74% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.55% | +0.18% | +55.48% | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.54% | +0.25% | +126.26% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.54% | — | -5.69% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.53% | +0.26% | +136.93% | |
| 48 | STX | Seagate Technology Holdings plc | 株式-IT | 0.53% | +0.31% | +108.90% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.50% | +0.14% | +130.86% | |
| 50 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.46% | +0.20% | +122.39% |
1–50 of 508
申告時価額推移
セクター配分
過去のセクター分布推移
四半期履歴概要
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 508 | $2.9億 | 61 | |
| 2025-12-31 | 499 | $2.3億 | 11 | |
| 2025-09-30 | 516 | $2.4億 | 25 | |
| 2025-06-30 | 499 | $2.1億 | 0 | |
| 2025-03-31 | 502 | $2.0億 | 100 | |
| 2024-12-31 | 489 | $2.0億 | 0 | |
| 2024-09-30 | 493 | $2.0億 | 0 | |
| 2024-06-30 | 496 | $2.2億 | 0 | |
| 2024-03-31 | 484 | $2.0億 | 0 | |
| 2023-12-31 | 480 | $1.7億 | 0 | |
| 2023-09-30 | 499 | $2.0億 | 0 | |
| 2023-06-30 | 505 | $2.6億 | 0 | |
| 2023-03-31 | 496 | $2.5億 | 0 | |
| 2022-12-31 | 488 | $2.4億 | 0 | |
| 2022-09-30 | 493 | $3.5億 | 0 | |
| 2022-06-30 | 492 | $4.4億 | 0 | |
| 2022-03-31 | 485 | $5.0億 | 0 | |
| 2021-12-31 | 491 | $5.9億 | 0 | |
| 2021-09-30 | 498 | $5.4億 | 0 | |
| 2021-06-30 | 501 | $4.1億 | 100 | |
| 2021-03-31 | 4 | $2.0億 | 17 | |
| 2020-12-31 | 4 | $1.7億 | 33 | |
| 2020-09-30 | 5 | $1.5億 | 19 | |
| 2020-06-30 | 9 | $1.5億 | 23 | |
| 2020-03-31 | 6 | $1.3億 | 41 | |
| 2019-12-31 | 5 | $1.3億 | — |
今四半期の持株変動
Deseret Mutual Benefit Administratorsの2026-03-31時点における主要なポジション変更： 全売却: Invesco Russell 1000 Dyn M/f (OMFL); 減少: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — 保有株数 -0.59%; 増加: Apple INC (AAPL) — 保有株数 +107.11%; 増加: Broadcom INC (AVGO) — 保有株数 +125.08%; 増加: Applied Materials INC (AMAT) — 保有株数 +122.41%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.4% | +107.11% | 増加 |
| 2 | AVGO | Broadcom INC | +0.8% | +125.08% | 増加 |
| 3 | AMAT | Applied Materials INC | +0.7% | +122.41% | 増加 |
| 4 | LRCX | Lam Research CORP | +0.7% | +123.10% | 増加 |
| 5 | CAT | Caterpillar INC | +0.7% | +148.59% | 増加 |
| 6 | JNJ | Johnson & Johnson | +0.6% | +42.00% | 増加 |
| 7 | MPC | Marathon Petroleum CORP | +0.6% | +168.64% | 増加 |
| 8 | GILD | Gilead Sciences INC | +0.6% | +70.12% | 増加 |
| 9 | CSCO | Cisco Systems INC | +0.5% | +72.94% | 増加 |
| 10 | XOM | Exxon Mobil CORP | +0.5% | +75.91% | 増加 |
| 11 | HD | Home Depot INC | +0.4% | +110.61% | 増加 |
| 12 | LMT | Lockheed Martin CORP | +0.4% | +69.48% | 増加 |
| 13 | GLW | Corning INC | +0.4% | +111.02% | 増加 |
| 14 | TGT | Target CORP | +0.4% | +112.04% | 増加 |
| 15 | HWM | Howmet Aerospace INC | +0.3% | +139.00% | 増加 |
| 16 | TXN | Texas Instruments INC | +0.3% | +101.40% | 増加 |
| 17 | UNP | Union Pacific CORP | +0.3% | +111.73% | 増加 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.3% | +70.56% | 増加 |
| 19 | CVX | Chevron CORP | +0.3% | +79.78% | 増加 |
| 20 | FLTR | Vaneck Ig Floating Rate ETF | +0.3% | +35.60% | 増加 |
| 21 | META | Meta Platforms Inc-class A | +0.3% | +112.39% | 増加 |
| 22 | KLAC | Kla CORP | +0.3% | +122.80% | 増加 |
| 23 | STX | Seagate Technology Holdings plc | +0.3% | +108.90% | 増加 |
| 24 | LOW | Lowe's Cos INC | +0.3% | +102.06% | 増加 |
| 25 | V | Visa Inc-class A Shares | +0.3% | +128.90% | 増加 |
| 26 | AMZN | Amazon.com INC | +0.3% | +107.70% | 増加 |
| 27 | PEP | Pepsico INC | +0.3% | +63.80% | 増加 |
| 28 | MRK | Merck & Co. INC. | +0.3% | +44.61% | 増加 |
| 29 | AMGN | Amgen INC | +0.3% | +76.68% | 増加 |
| 30 | NFLX | Netflix INC | +0.3% | +136.93% | 増加 |
| 31 | TJX | Tjx Companies INC | +0.3% | +126.26% | 増加 |
| 32 | LYB | LyondellBasell Industries N.V. | +0.3% | +124.16% | 増加 |
| 33 | CSX | Csx CORP | +0.2% | +123.93% | 増加 |
| 34 | ABBV | Abbvie INC | +0.2% | +55.11% | 増加 |
| 35 | KO | Coca-cola Co/the | +0.2% | +58.75% | 増加 |
| 36 | MA | Mastercard INC - A | +0.2% | +130.74% | 増加 |
| 37 | LLY | Eli Lilly & Co | +0.2% | +84.96% | 増加 |
| 38 | QCOM | Qualcomm INC | +0.2% | +131.28% | 増加 |
| 39 | HCA | Hca Healthcare INC | +0.2% | +122.39% | 増加 |
| 40 | INTC | Intel CORP | +0.2% | +55.48% | 増加 |
| 41 | TER | Teradyne INC | +0.2% | +118.38% | 増加 |
| 42 | JPM | Jpmorgan Chase & Co | +0.2% | +83.32% | 増加 |
| 43 | UPS | United Parcel Service-cl B | +0.2% | +105.91% | 増加 |
| 44 | MSFT | Microsoft CORP | +0.1% | +93.52% | 増加 |
| 45 | ACN | Accenture plc | +0.1% | +130.86% | 増加 |
| 46 | MCD | Mcdonald's CORP | +0.1% | +57.38% | 増加 |
| 47 | MMM | 3m Co | +0.1% | +60.68% | 増加 |
| 48 | CLOI | Vaneck Clo ETF | -0.2% | +21.37% | 増加 |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -3% | -0.59% | 減少 |
| 50 | OMFL | Invesco Russell 1000 Dyn M/f | — | EXIT | 全売却 |
FAQ
Deseret Mutual Benefit Administratorsとはどのような機関投資家ですか？
Deseret Mutual Benefit Administratorsはの投資運用会社で、SEC フォーム 13F を四半期ごとに提出し、米国上場株式の保有状況を開示しています。直近の報告期間（2026-03-31）時点で、同社が追跡する株式ポートフォリオの評価額は約 $2.9億、508 件のポジションが開示されています。
Deseret Mutual Benefit Administratorsの主要ポジションは何ですか？
最新の13Fファイリングによると、Deseret Mutual Benefit Administratorsの時価総額上位の保有銘柄は以下の通りです：
1. Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — $3146.2万 (10.7%)
2. Vaneck Clo ETF (CLOI) — $1775.3万 (6.0%)
3. Vaneck Ig Floating Rate ETF (FLTR) — $1167.8万 (4.0%)
4. Apple INC (AAPL) — $1139.2万 (3.9%)
5. Johnson & Johnson (JNJ) — $718.0万 (2.5%)
Deseret Mutual Benefit Administratorsは直近のファイリングでどのような変更を行いましたか？
直近の報告四半期において、Deseret Mutual Benefit Administratorsは50件の主要なポジション調整を実施しました：0件の新規ポジション開設、48件の保有増加、1件の一部売却、および1件の完全売却です。 その中でも特に大きな変動：全売却: Invesco Russell 1000 Dyn M/f (OMFL); 減少: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — 保有株数 -0.59%; 増加: Apple INC (AAPL) — 保有株数 +107.11%; 増加: Broadcom INC (AVGO) — 保有株数 +125.08%; 増加: Applied Materials INC (AMAT) — 保有株数 +122.41%
Deseret Mutual Benefit Administratorsはどのセクターに重点を置いていますか？
現在開示されている株式ポートフォリオに基づくDeseret Mutual Benefit Administratorsの主要セクター配分は以下の通りです：
• Information Technology: 25.8%
• Health Care: 15.8%
• Industrials: 11.5%
• Consumer Discretionary: 11.2%
• Financials: 10.8%
• Communication Services: 6.8%