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Absher Wealth 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$8.5亿

申报季度: 2026-03-31 · 持股只数: 70

ABSHER WEALTH MANAGEMENT, LLC在最新一期 13F 报告中披露了 70 项持股，申报期为 2026-03-31，总持股市值约为 US$8.5亿，季度换手率为 21.1%。

机构性格雪花图

集中度
14.48
持仓稳定性
21.08
动能／逆势
100
行业集中度
47.15
多样化
100
仓位均衡度
87.53

近期动向

  • 加仓 EMR

    +30.8%　US$964.8万

  • 加仓 ABT

    +68.9%　US$948.5万

  • 减仓 GOOGL

    -15.6%　-US$783.4万

  • 加仓 V

    +40.9%　US$675.4万

  • 减仓 SBUX

    -24.1%　-US$585.1万

  • 减仓 MTB

    -12.0%　-US$488.2万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1MTBM & T Bank CORP股票-金融5.33%-0.64%-11.98%
2EMREmerson Electric Co股票-工业5.01%+1.08%+30.82%
3ADPAutomatic Data Processing股票-科技4.94%+4.94%NEW
4PEPPepsico INC股票-非周期性消费4.66%+0.34%+0.88%
5VVisa Inc-class A Shares股票-金融4.49%+0.75%+40.91%
6ADIAnalog Devices INC股票-科技4.36%+0.18%-10.15%
7MSFTMicrosoft CORP股票-科技4.28%-0.08%+29.70%
8JNJJohnson & Johnson股票-医疗保健4.19%+0.25%-8.93%
9LECOLincoln Electric Holdings股票-工业4.14%-0.30%-9.21%
10ABTAbbott Laboratories股票-医疗保健4.01%+1.08%+68.86%
11DEDeere & Co股票-工业3.75%+0.37%-7.23%
12FASTFastenal Co股票-工业3.66%+0.44%-0.41%
13JPMJpmorgan Chase & Co股票-金融3.56%-0.53%-3.63%
14WMTWalmart INC股票-非周期性消费3.43%-0.10%-12.02%
15SNASnap-on INC股票-工业3.35%-0.49%-16.16%
16GOOGLAlphabet Inc-cl A股票-通信服务3.17%-0.97%-15.61%
17NKENike INC -cl B股票-周期性消费3.10%-0.63%+1.32%
18RLRalph Lauren CORP股票-周期性消费3.10%-0.28%-4.69%
19AMGNAmgen INC股票-医疗保健3.09%+0.05%-4.42%
20COSTCostco Wholesale CORP股票-非周期性消费3.04%+0.30%-2.80%
21BABoeing Co/the股票-工业2.90%-0.22%+2.34%
22CVXChevron CORP股票-能源2.88%-0.44%-35.43%
23SBUXStarbucks CORP股票-周期性消费2.87%-0.73%-24.13%
24AAPLApple INC股票-科技2.49%-0.29%-2.70%
25BRK-BBerkshire Hathaway Inc-cl B股票-其他2.43%-0.18%-1.48%
26MCDMcdonald's CORP股票-周期性消费2.19%—-0.53%
27INTUIntuit INC股票-科技0.34%+0.34%NEW
28LOWLowe's Cos INC股票-周期性消费0.32%-0.07%-14.15%
29CMICummins INC股票-工业0.30%-0.03%-12.57%
30ZBHZimmer Biomet Holdings INC股票-医疗保健0.30%+0.03%+8.90%
31PAYCPaycom Software INC股票-科技0.28%—+43.50%
32LULULululemon Athletica INC股票-周期性消费0.26%-0.11%-3.18%
33METAMeta Platforms Inc-class A股票-通信服务0.24%—+22.60%
34GOOGAlphabet Inc-cl C股票-通信服务0.22%—-1.51%
35ACNAccenture plc股票-科技0.22%+0.04%+65.73%
36HSYHershey Co/the股票-非周期性消费0.22%-0.05%-29.34%
37ADBEAdobe INC股票-科技0.20%-0.09%-1.60%
38MAMastercard INC - A股票-金融0.17%+0.05%+68.72%
39SHELShell Plc-adr股票-能源0.17%-0.06%-40.89%
40MRKMerck & Co. INC.股票-医疗保健0.17%—-0.61%
41PSAPublic Storage股票-房地产0.16%+0.05%+35.31%
42KNSLKinsale Capital Group INC股票-金融0.15%+0.15%NEW
43MCYMercury General CORP股票-其他0.14%—+0.02%
44WATWaters CORP股票-医疗保健0.13%—+51.81%
45TPRTapestry INC股票-周期性消费0.12%—+0.12%
46DISWalt Disney Co/the股票-通信服务0.12%-0.02%-3.47%
47WMSAdvanced Drainage Systems In股票-工业0.11%-0.10%-45.13%
48AMEAmetek INC股票-工业0.11%-0.08%-46.45%
49TXNTexas Instruments INC股票-科技0.10%—+1.00%
50LMTLockheed Martin CORP股票-工业0.10%—-1.90%
1–50 of 70

本季持股变动

Absher Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Automatic Data Processing (ADP); 清仓: Paychex INC (PAYX); 新建仓: Intuit INC (INTU); 新建仓: Kinsale Capital Group INC (KNSL); 清仓: Brown-forman Corp-class B (BF-B).

Absher Wealth 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
1EMREmerson Electric Co+1.1%+30.82%加仓
2ABTAbbott Laboratories+1.1%+68.86%加仓
3VVisa Inc-class A Shares+0.8%+40.91%加仓
4FASTFastenal Co+0.4%-0.41%减仓
5DEDeere & Co+0.4%-7.23%减仓
6PEPPepsico INC+0.3%+0.88%加仓
7COSTCostco Wholesale CORP+0.3%-2.80%减仓
8JNJJohnson & Johnson+0.3%-8.93%减仓
9ADIAnalog Devices INC+0.2%-10.15%减仓
10AMGNAmgen INC+0.1%-4.42%减仓
11MAMastercard INC - A+0.1%+68.72%加仓
12PSAPublic Storage+0.1%+35.31%加仓
13ACNAccenture plc0%+65.73%加仓
14ZBHZimmer Biomet Holdings INC0%+8.90%加仓
15MCDMcdonald's CORP—-0.53%减仓
16DISWalt Disney Co/the0%-3.47%减仓
17CMICummins INC0%-12.57%减仓
18HSYHershey Co/the-0.1%-29.34%减仓
19SHELShell Plc-adr-0.1%-40.89%减仓
20DGDollar General CORP-0.1%-40.30%减仓
21LOWLowe's Cos INC-0.1%-14.15%减仓
22AMEAmetek INC-0.1%-46.45%减仓
23MSFTMicrosoft CORP-0.1%+29.70%加仓
24ADBEAdobe INC-0.1%-1.60%减仓
25WMSAdvanced Drainage Systems In-0.1%-45.13%减仓
26WMTWalmart INC-0.1%-12.02%减仓
27LULULululemon Athletica INC-0.1%-3.18%减仓
28BRK-BBerkshire Hathaway Inc-cl B-0.2%-1.48%减仓
29BABoeing Co/the-0.2%+2.34%加仓
30RLRalph Lauren CORP-0.3%-4.69%减仓
31AAPLApple INC-0.3%-2.70%减仓
32LECOLincoln Electric Holdings-0.3%-9.21%减仓
33CVXChevron CORP-0.4%-35.43%减仓
34SNASnap-on INC-0.5%-16.16%减仓
35JPMJpmorgan Chase & Co-0.5%-3.63%减仓
36NKENike INC -cl B-0.6%+1.32%加仓
37MTBM & T Bank CORP-0.6%-11.98%减仓
38SBUXStarbucks CORP-0.7%-24.13%减仓
39GOOGLAlphabet Inc-cl A-1%-15.61%减仓
40ADPAutomatic Data Processing—NEW新建仓
41PAYXPaychex INC—EXIT清仓
42INTUIntuit INC—NEW新建仓
43KNSLKinsale Capital Group INC—NEW新建仓
44BF-BBrown-forman Corp-class B—EXIT清仓
45FDSFactset Research Systems INC—EXIT清仓
46ORCLOracle CORP—EXIT清仓
47GWWWw Grainger INC—EXIT清仓
48XOMExxon Mobil CORP—EXIT清仓
49NFLXNetflix INC—NEW新建仓
50MIRMirion Technologies INC—EXIT清仓

FAQ

Absher Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Absher Wealth 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$8.5亿，分布在 70 个已申报仓位之中。
Absher Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Absher Wealth Management, LLC 按市值排列的前几大持股为： 1. M & T Bank CORP (MTB) — US$4548.6万 (5.3%) 2. Emerson Electric Co (EMR) — US$4275.5万 (5.0%) 3. Automatic Data Processing (ADP) — US$4210.2万 (4.9%) 4. Pepsico INC (PEP) — US$3975.6万 (4.7%) 5. Visa Inc-class A Shares (V) — US$3826.8万 (4.5%)
Absher Wealth 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，Absher Wealth Management, LLC 共进行了 50 项显著调整：新建仓 4 个仓位、加仓 11 个既有持股、减仓 28 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Automatic Data Processing (ADP); 清仓: Paychex INC (PAYX); 新建仓: Intuit INC (INTU); 新建仓: Kinsale Capital Group INC (KNSL); 清仓: Brown-forman Corp-class B (BF-B)
Absher Wealth 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，Absher Wealth Management, LLC 的主要板块分布如下： • Industrials: 23.6% • Information Technology: 17.5% • Financials: 16.1% • Consumer Discretionary: 12.2% • Health Care: 11.9% • Consumer Staples: 11.6%