BI
Brooklyn Investment Group
分散型投資策略趨勢追蹤型產業集中型
申報總市值
US$32.0億
申報季度: 2026-03-31 · 持股檔數: 1827
Brooklyn Investment Group在最新一期 13F 報告中揭露了 1827 項持股，申報期為 2026-03-31，總持股市值約為 US$32.0億，季度換手率為 48.9%。
機構性格雪花圖
- 集中度
- 3.38
- 持倉穩定性
- 48.95
- 動能／逆勢
- 100
- 產業集中度
- 67.3
- 多樣化
- 100
- 倉位均衡度
- 62
近期動向
減碼 AMZN
+38.8% US$1338.8萬
減碼 SCHO
-19.4% -US$328.9萬
加碼 VTV
+113.7% US$1706.3萬
加碼 BNDX
+88.7% US$2060.3萬
減碼 GOOGL
+36.3% US$982.9萬
減碼 HDB
-41.1% -US$421.5萬
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 | NVDA | Nvidia CORP | 股票-科技 | 4.48% | -0.05% | +57.58% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.24% | -0.17% | +52.99% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.07% | — | +49.16% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | — | +30.97% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.12% | -0.39% | +38.83% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.54% | -0.27% | +36.31% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.38% | +0.29% | +88.67% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.30% | -0.19% | +41.88% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.26% | -0.11% | +52.74% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | -0.19% | +45.01% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 0.99% | +0.32% | +113.66% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.22% | +31.25% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.90% | +0.13% | +53.51% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | +0.20% | +35.83% | |
| 15 | TSLA | Tesla INC | 股票-循環性消費 | 0.84% | — | +37.36% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.81% | +0.23% | +100.46% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.74% | +0.07% | +83.37% | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 0.70% | +0.06% | +31.15% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | — | +29.48% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.64% | +0.21% | +88.06% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.06% | +42.12% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.63% | — | +25.66% | |
| 23 | WMT | Walmart INC | 股票-非循環性消費 | 0.57% | +0.03% | +41.39% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | +0.04% | +35.41% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 0.49% | — | +31.64% | |
| 26 | SHEL | Shell Plc-adr | 股票-能源 | 0.48% | +0.15% | +66.79% | |
| 27 | NFLX | Netflix INC | 股票-通訊服務 | 0.47% | -0.04% | +32.09% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.46% | +0.04% | +48.23% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.44% | +0.06% | +75.12% | |
| 30 | ABBV | Abbvie INC | 股票-醫療保健 | 0.43% | — | +38.57% | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.42% | -0.35% | -19.36% | |
| 32 | CAT | Caterpillar INC | 股票-工業 | 0.42% | — | +18.62% | |
| 33 | EOG | Eog Resources INC | 股票-能源 | 0.41% | — | -7.34% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.39% | +0.01% | +58.24% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.38% | -0.04% | +36.79% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.38% | — | +23.62% | |
| 37 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.37% | — | +35.62% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.36% | — | +33.86% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.35% | — | +45.93% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.35% | — | +18.56% | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.34% | — | +35.28% | |
| 42 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.32% | — | +32.64% | |
| 43 | GS | Goldman Sachs Group INC | 股票-金融 | 0.31% | — | +25.49% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.30% | — | +26.89% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.29% | — | +42.28% | |
| 46 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 0.29% | +0.04% | +42.81% | |
| 47 | AMAT | Applied Materials INC | 股票-科技 | 0.28% | +0.07% | +54.89% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.28% | — | +42.21% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.28% | +0.14% | +109.03% | |
| 50 | GE | General Electric | 股票-工業 | 0.27% | — | +40.17% |
1–50 of 1,827
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 | 1827 | US$32.0億 | 49 | |
| 2025-12-31 | 1498 | US$21.7億 | 50 | |
| 2025-09-30 | 1105 | US$14.5億 | 95 | |
| 2025-06-30 | 3304 | US$7.6億 | 0 | |
| 2025-03-31 | 2769 | US$4.6億 | 0 | |
| 2024-12-31 | 1943 | US$3.4億 | 0 | |
| 2024-09-30 | 1039 | US$3.0億 | 0 | |
| 2024-06-30 | 233 | US$2.3億 | 0 | |
| 2024-03-31 | 233 | US$2.3億 | 0 | |
| 2023-12-31 | 219 | US$2.1億 | 0 |
本季持股變動
Brooklyn Investment Group 在 2026-03-31 最顯著的持倉異動： 清倉: Astrazeneca Plc-spons Adr (AZNN); 新建倉: AstraZeneca PLC (AZN); 新建倉: Moog Inc-class A (MOG-A); 新建倉: Rush Enterprises INC - Cl B (RUSHB); 新建倉: Janus Henderson Group plc (JHG).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.3% | +113.66% | 加碼 |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | +88.67% | 加碼 |
| 3 | VXUS | Vanguard Total Intl Stock | +0.2% | +100.46% | 加碼 |
| 4 | COST | Costco Wholesale CORP | +0.2% | +88.06% | 加碼 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +35.83% | 加碼 |
| 6 | SHEL | Shell Plc-adr | +0.2% | +66.79% | 加碼 |
| 7 | CVX | Chevron CORP | +0.1% | +109.03% | 加碼 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +53.51% | 加碼 |
| 9 | EQNR | Equinor Asa-spon Adr | +0.1% | +253.50% | 加碼 |
| 10 | HCA | Hca Healthcare INC | +0.1% | +274.09% | 加碼 |
| 11 | MRVL | Marvell Technology INC | +0.1% | +212.29% | 加碼 |
| 12 | UNM | Unum Group | +0.1% | +582.26% | 加碼 |
| 13 | SHBI | Shore Bancshares INC | +0.1% | +1435.91% | 加碼 |
| 14 | COP | Conocophillips | +0.1% | +81.48% | 加碼 |
| 15 | VUG | Vanguard Growth ETF | +0.1% | +83.37% | 加碼 |
| 16 | AMAT | Applied Materials INC | +0.1% | +54.89% | 加碼 |
| 17 | BP | Bp Plc-spons Adr | +0.1% | +60.54% | 加碼 |
| 18 | GEV | GE Vernova INC | +0.1% | +62.89% | 加碼 |
| 19 | T | At&t INC | +0.1% | +88.58% | 加碼 |
| 20 | ASML | ASML Holding N.V. | +0.1% | +31.15% | 加碼 |
| 21 | VXF | Vanguard Extended Market ETF | +0.1% | +75.12% | 加碼 |
| 22 | MU | Micron Technology INC | +0.1% | +64.28% | 加碼 |
| 23 | JNJ | Johnson & Johnson | 0% | +35.41% | 加碼 |
| 24 | NVS | Novartis Ag-sponsored Adr | 0% | +48.23% | 加碼 |
| 25 | BHP | Bhp Group Ltd-spon Adr | 0% | +42.81% | 加碼 |
| 26 | LIN | Linde plc | 0% | +51.27% | 加碼 |
| 27 | WMT | Walmart INC | 0% | +41.39% | 加碼 |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | +58.24% | 加碼 |
| 29 | AGG | Ishares Core U.s. Aggregate | — | +49.16% | 加碼 |
| 30 | CAT | Caterpillar INC | — | +18.62% | 加碼 |
| 31 | CSCO | Cisco Systems INC | — | +45.93% | 加碼 |
| 32 | MRK | Merck & Co. INC. | — | +32.64% | 加碼 |
| 33 | NFLX | Netflix INC | 0% | +32.09% | 加碼 |
| 34 | PG | Procter & Gamble Co/the | 0% | +36.79% | 加碼 |
| 35 | NVDA | Nvidia CORP | -0.1% | +57.58% | 加碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +42.12% | 加碼 |
| 37 | AVGO | Broadcom INC | -0.1% | +52.74% | 加碼 |
| 38 | AAPL | Apple INC | -0.2% | +52.99% | 加碼 |
| 39 | GOOG | Alphabet Inc-cl C | -0.2% | +41.88% | 加碼 |
| 40 | META | Meta Platforms Inc-class A | -0.2% | +45.01% | 加碼 |
| 41 | JPM | Jpmorgan Chase & Co | -0.2% | +31.25% | 加碼 |
| 42 | HDB | Hdfc Bank Ltd-adr | -0.2% | -41.05% | 減碼 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.3% | +36.31% | 加碼 |
| 44 | SCHO | Schwab Short-term US Treas | -0.4% | -19.36% | 減碼 |
| 45 | AMZN | Amazon.com INC | -0.4% | +38.83% | 加碼 |
| 46 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清倉 |
| 47 | AZN | AstraZeneca PLC | — | NEW | 新建倉 |
| 48 | MOG-A | Moog Inc-class A | — | NEW | 新建倉 |
| 49 | RUSHB | Rush Enterprises INC - Cl B | — | NEW | 新建倉 |
| 50 | JHG | Janus Henderson Group plc | — | NEW | 新建倉 |
FAQ
Brooklyn Investment Group 是什麼機構？屬於哪種投資人類型？
Brooklyn Investment Group 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$32.0億，分佈在 1827 個已申報部位之中。
Brooklyn Investment Group 目前前幾大持股有哪些？
根據最新 13F 申報，Brooklyn Investment Group 按市值排列的前幾大持股為：
1. Nvidia CORP (NVDA) — US$1.4億 (4.5%)
2. Apple INC (AAPL) — US$1.4億 (4.2%)
3. Ishares Core U.s. Aggregate (AGG) — US$9830.4萬 (3.1%)
4. Microsoft CORP (MSFT) — US$8831.8萬 (2.8%)
5. Amazon.com INC (AMZN) — US$6783.1萬 (2.1%)
Brooklyn Investment Group 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Brooklyn Investment Group 共進行了 50 項顯著調整：新建倉 4 個部位、加碼 43 個既有持股、減碼 2 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：清倉: Astrazeneca Plc-spons Adr (AZNN); 新建倉: AstraZeneca PLC (AZN); 新建倉: Moog Inc-class A (MOG-A); 新建倉: Rush Enterprises INC - Cl B (RUSHB); 新建倉: Janus Henderson Group plc (JHG)
Brooklyn Investment Group 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，Brooklyn Investment Group 的主要板塊分佈如下：
• Information Technology: 41.1%
• Communication Services: 11.9%
• Consumer Discretionary: 11.3%
• Financials: 11.2%
• Health Care: 9.5%
• Consumer Staples: 5.5%