KC

Kinloch Capital, 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$2.5亿

申报季度: 2026-03-31 · 持股只数: 83

Kinloch Capital, LLC在最新一期 13F 报告中披露了 83 项持股，申报期为 2026-03-31，总持股市值约为 US$2.5亿，季度换手率为 45.3%。

机构性格雪花图

集中度
8.38
持仓稳定性
45.32
动能／逆势
100
行业集中度
42.92
多样化
100
仓位均衡度
91.36

近期动向

  • 减仓 FPE

    -14.3%　-US$302.4万

  • 减仓 VOO

    -39.7%　-US$237.6万

  • 减仓 CAH

    -31.2%　-US$186.5万

  • 加仓 CVX

    +12.1%　US$209.0万

  • 加仓 TGT

    +49.5%　US$189.5万

  • 减仓 CAT

    -39.2%　-US$141.8万

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
1FPEFt-preferred Secur & INC ETFETF-其他6.22%-1.66%-14.34%
2VISVanguard Industrials ETFETF-其他4.28%+4.28%NEW
3FTSMFirst Trust Enh Short Mat FdETF-其他3.23%+0.70%+35.34%
4VDCVanguard Consumer Staple ETFETF-其他2.68%+2.68%NEW
5CVXChevron CORP股票-能源2.48%+0.76%+12.14%
6XOMExxon Mobil CORP股票-能源2.38%+0.41%-9.45%
7ABBVAbbvie INC股票-医疗保健2.21%—+3.06%
8JNJJohnson & Johnson股票-医疗保健2.07%+0.02%-9.95%
9MOAltria Group INC股票-非周期性消费2.02%+0.41%+15.60%
10PMPhilip Morris International股票-非周期性消费2.01%+0.17%+12.04%
11PEPPepsico INC股票-非周期性消费1.95%+0.48%+29.20%
12NEENextera Energy INC股票-公用事业1.93%—-12.36%
13FRTFederal Realty Invs Trust股票-房地产1.91%+0.38%+24.84%
14ATOAtmos Energy CORP股票-公用事业1.85%—-5.85%
15ADMArcher-daniels-midland Co股票-非周期性消费1.85%+0.08%-12.60%
16CAHCardinal Health INC股票-医疗保健1.84%-0.91%-31.16%
17KOCoca-cola Co/the股票-非周期性消费1.84%+0.02%-1.66%
18ORealty Income CORP股票-房地产1.82%+0.34%+20.28%
19EDConsolidated Edison INC股票-公用事业1.81%+0.11%-1.32%
20RTXRtx CORP股票-工业1.81%-0.41%-18.18%
21ESEversource Energy股票-公用事业1.80%+0.26%+19.85%
22CHRWC.h. Robinson Worldwide INC股票-工业1.77%-0.68%-25.82%
23CATCaterpillar INC股票-工业1.75%-0.71%-39.19%
24VDEVanguard Energy ETFETF-其他1.70%+1.70%NEW
25ESSEssex Property Trust INC股票-房地产1.70%+0.12%+22.86%
26TGTTarget CORP股票-周期性消费1.68%+0.72%+49.45%
27AFLAflac INC股票-金融1.66%—+0.15%
28CINFCincinnati Financial CORP股票-金融1.65%—-0.89%
29GDGeneral Dynamics CORP股票-工业1.63%-0.25%-9.94%
30WMTWalmart INC股票-非周期性消费1.60%-0.28%-19.50%
31MCDMcdonald's CORP股票-周期性消费1.58%—+4.02%
32ABTAbbott Laboratories股票-医疗保健1.58%—+29.08%
33IBMIntl Business Machines CORP股票-科技1.57%-0.66%-9.25%
34BENFranklin Resources INC股票-金融1.54%+0.15%+18.21%
35EMREmerson Electric Co股票-工业1.53%-0.22%-6.21%
36MDTMedtronic plc股票-医疗保健1.48%-0.29%-1.97%
37SYYSysco CORP股票-非周期性消费1.44%—+5.12%
38PGProcter & Gamble Co/the股票-非周期性消费1.44%+0.10%+12.25%
39KVUEKenvue INC股票-非周期性消费1.39%+0.48%+62.78%
40TROWT Rowe Price Group INC股票-金融1.39%+0.11%+30.42%
41NUENucor CORP股票-原材料1.35%-0.27%-14.92%
42VOOVanguard S&p 500 ETFETF-大型股与成长1.31%-1.10%-39.73%
43HRLHormel Foods CORP股票-非周期性消费1.30%+0.46%+71.23%
44KMBKimberly-clark CORP股票-非周期性消费1.29%+0.45%+68.51%
45GPCGenuine Parts Co股票-周期性消费1.28%-0.20%+6.25%
46CLXClorox Company股票-非周期性消费1.26%+0.50%+70.49%
47SJMJm Smucker Co/the股票-非周期性消费1.26%+0.43%+61.64%
48AMCRAmcor plc股票-周期性消费1.25%+1.25%NEW
49SWKStanley Black & Decker INC股票-工业1.21%+0.22%+34.89%
50VAWVanguard Materials ETFETF-其他1.06%+1.06%NEW
1–50 of 83

本季持股变动

Kinloch Capital, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Vanguard Info Tech ETF (VGT); 新建仓: Vanguard Industrials ETF (VIS); 新建仓: Vanguard Consumer Staple ETF (VDC); 清仓: Vanguard Health Care ETF (VHT); 清仓: Vanguard Communication Servi (VOX).

Kinloch Capital, 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
1CVXChevron CORP+0.8%+12.14%加仓
2TGTTarget CORP+0.7%+49.45%加仓
3FTSMFirst Trust Enh Short Mat Fd+0.7%+35.34%加仓
4CLXClorox Company+0.5%+70.49%加仓
5PEPPepsico INC+0.5%+29.20%加仓
6KVUEKenvue INC+0.5%+62.78%加仓
7HRLHormel Foods CORP+0.5%+71.23%加仓
8KMBKimberly-clark CORP+0.5%+68.51%加仓
9SJMJm Smucker Co/the+0.4%+61.64%加仓
10XOMExxon Mobil CORP+0.4%-9.45%减仓
11MOAltria Group INC+0.4%+15.60%加仓
12FRTFederal Realty Invs Trust+0.4%+24.84%加仓
13ORealty Income CORP+0.3%+20.28%加仓
14ESEversource Energy+0.3%+19.85%加仓
15SWKStanley Black & Decker INC+0.2%+34.89%加仓
16PMPhilip Morris International+0.2%+12.04%加仓
17BENFranklin Resources INC+0.2%+18.21%加仓
18ESSEssex Property Trust INC+0.1%+22.86%加仓
19EDConsolidated Edison INC+0.1%-1.32%减仓
20TROWT Rowe Price Group INC+0.1%+30.42%加仓
21PGProcter & Gamble Co/the+0.1%+12.25%加仓
22ADMArcher-daniels-midland Co+0.1%-12.60%减仓
23JNJJohnson & Johnson0%-9.95%减仓
24KOCoca-cola Co/the0%-1.66%减仓
25GPCGenuine Parts Co-0.2%+6.25%加仓
26EMREmerson Electric Co-0.2%-6.21%减仓
27GDGeneral Dynamics CORP-0.3%-9.94%减仓
28NUENucor CORP-0.3%-14.92%减仓
29WMTWalmart INC-0.3%-19.50%减仓
30MDTMedtronic plc-0.3%-1.97%减仓
31RTXRtx CORP-0.4%-18.18%减仓
32IBMIntl Business Machines CORP-0.7%-9.25%减仓
33CHRWC.h. Robinson Worldwide INC-0.7%-25.82%减仓
34CATCaterpillar INC-0.7%-39.19%减仓
35CAHCardinal Health INC-0.9%-31.16%减仓
36VOOVanguard S&p 500 ETF-1.1%-39.73%减仓
37FPEFt-preferred Secur & INC ETF-1.7%-14.34%减仓
38VGTVanguard Info Tech ETF—EXIT清仓
39VISVanguard Industrials ETF—NEW新建仓
40VDCVanguard Consumer Staple ETF—NEW新建仓
41VHTVanguard Health Care ETF—EXIT清仓
42VOXVanguard Communication Servi—EXIT清仓
43VDEVanguard Energy ETF—NEW新建仓
44AMCRAmcor plc—NEW新建仓
45VAWVanguard Materials ETF—NEW新建仓
46VNQVanguard Real Estate ETF—NEW新建仓
47ADPAutomatic Data Processing—NEW新建仓
48VPUVanguard Utilities ETF—NEW新建仓
49AMCRAmcor plc—EXIT清仓
50GEVGE Vernova INC—NEW新建仓

FAQ

Kinloch Capital, LLC 是什么机构？属于哪种投资人类型？
Kinloch Capital, 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$2.5亿，分布在 83 个已申报仓位之中。
Kinloch Capital, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Kinloch Capital, LLC 按市值排列的前几大持股为： 1. Ft-preferred Secur & INC ETF (FPE) — US$1525.2万 (6.2%) 2. Vanguard Industrials ETF (VIS) — US$1048.7万 (4.3%) 3. First Trust Enh Short Mat Fd (FTSM) — US$791.0万 (3.2%) 4. Vanguard Consumer Staple ETF (VDC) — US$656.6万 (2.7%) 5. Chevron CORP (CVX) — US$609.0万 (2.5%)
Kinloch Capital, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Kinloch Capital, LLC 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 20 个既有持股、减仓 17 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Vanguard Info Tech ETF (VGT); 新建仓: Vanguard Industrials ETF (VIS); 新建仓: Vanguard Consumer Staple ETF (VDC); 清仓: Vanguard Health Care ETF (VHT); 清仓: Vanguard Communication Servi (VOX)
Kinloch Capital, 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，Kinloch Capital, LLC 的主要板块分布如下： • Consumer Staples: 27.2% • Industrials: 13.4% • Health Care: 12.4% • Utilities: 9.8% • Financials: 8.8% • Consumer Discretionary: 8.3%