VB

Valley Brook Capital Group, Inc.

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$1.5亿

申报季度: 2026-03-31 · 持股只数: 112

Valley Brook Capital Group, Inc.在最新一期 13F 报告中披露了 112 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 16.6%。

机构性格雪花图

集中度
9.59
持仓稳定性
16.63
动能／逆势
100
行业集中度
47.64
多样化
100
仓位均衡度
86.96

近期动向

  • 减仓 MSFT

    +1.4%　-US$269.6万

  • 加仓 CAT

    +1.1%　US$107.5万

  • 减仓 AAPL

    -1.3%　-US$93.4万

  • 减仓 CRM

    -62.2%　-US$77.6万

  • 加仓 XOM

    +0.7%　US$70.2万

  • 加仓 COST

    +7.6%　US$59.1万

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
1AAPLApple INC股票-科技7.30%-0.52%-1.34%
2MSFTMicrosoft CORP股票-科技6.26%-1.70%+1.37%
3JPMJpmorgan Chase & Co股票-金融3.65%-0.20%+2.54%
4CATCaterpillar INC股票-工业3.61%+0.76%+1.07%
5NVDANvidia CORP股票-科技3.51%-0.11%+2.30%
6ABBVAbbvie INC股票-医疗保健3.35%-0.14%-0.45%
7AVGOBroadcom INC股票-科技3.34%-0.37%-0.68%
8HDHome Depot INC股票-周期性消费3.01%—+3.25%
9RTXRtx CORP股票-工业2.58%—-0.62%
10AMZNAmazon.com INC股票-周期性消费2.46%-0.15%+3.13%
11WMTWalmart INC股票-非周期性消费2.27%+0.27%+0.35%
12UNPUnion Pacific CORP股票-工业2.22%+0.19%+2.56%
13GOOGAlphabet Inc-cl C股票-通信服务2.11%-0.20%-1.16%
14COSTCostco Wholesale CORP股票-非周期性消费2.02%+0.41%+7.64%
15DEDeere & Co股票-工业1.96%+0.40%+2.87%
16JNJJohnson & Johnson股票-医疗保健1.80%+0.31%+0.73%
17XOMExxon Mobil CORP股票-能源1.59%+0.48%+0.73%
18VVisa Inc-class A Shares股票-金融1.55%-0.19%+1.88%
19PNCPnc Financial Services Group股票-金融1.44%—-0.01%
20MCDMcdonald's CORP股票-周期性消费1.42%—+1.49%
21TJXTjx Companies INC股票-周期性消费1.39%+0.17%+8.20%
22GEGeneral Electric股票-工业1.35%—+15.45%
23GOOGLAlphabet Inc-cl A股票-通信服务1.20%—+10.65%
24METAMeta Platforms Inc-class A股票-通信服务1.14%-0.22%-4.49%
25BRK-BBerkshire Hathaway Inc-cl B股票-其他1.10%—+1.94%
26KLACKla CORP股票-科技1.08%+0.21%+0.65%
27CVXChevron CORP股票-能源1.02%+0.29%+1.75%
28TMOThermo Fisher Scientific INC股票-医疗保健1.01%-0.17%+0.16%
29ITWIllinois Tool Works股票-工业1.00%—+0.88%
30AMGNAmgen INC股票-医疗保健1.00%—+2.55%
31LRCXLam Research CORP股票-科技0.98%+0.21%+0.90%
32MPCMarathon Petroleum CORP股票-能源0.96%+0.38%+8.11%
33ASMLASML Holding N.V.股票-科技0.96%+0.25%+8.53%
34LLYEli Lilly & Co股票-医疗保健0.96%-0.13%+1.31%
35LMTLockheed Martin CORP股票-工业0.94%+0.20%—
36NEENextera Energy INC股票-公用事业0.88%——
37TSMTaiwan Semiconductor-sp Adr股票-科技0.86%—+3.40%
38NFLXNetflix INC股票-通信服务0.77%—+8.84%
39ABTAbbott Laboratories股票-医疗保健0.71%-0.15%—
40PEPPepsico INC股票-非周期性消费0.71%—-16.81%
41PSIInvesco Semiconductors ETFETF-其他0.70%+0.17%+7.67%
42HONHoneywell International INC股票-工业0.69%+0.13%+4.35%
43MAMastercard INC - A股票-金融0.66%——
44ADPAutomatic Data Processing股票-科技0.65%-0.16%—
45PGProcter & Gamble Co/the股票-非周期性消费0.65%-0.17%-22.99%
46PSXPhillips 66股票-能源0.62%+0.19%+0.52%
47TRGPTarga Resources CORP股票-能源0.62%+0.20%+7.49%
48GEVGE Vernova INC股票-工业0.58%+0.19%+9.78%
49CRWDCrowdstrike Holdings INC - A股票-科技0.57%—+7.09%
50SOSouthern Co/the股票-公用事业0.55%—+4.15%
1–50 of 112

本季持股变动

Valley Brook Capital Group, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Csx CORP (CSX); 清仓: Adobe INC (ADBE); 清仓: Otis Worldwide CORP (OTIS); 清仓: American Tower CORP (AMT); 清仓: Servicenow INC (NOW).

Valley Brook Capital Group, Inc. 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
1CATCaterpillar INC+0.8%+1.07%加仓
2XOMExxon Mobil CORP+0.5%+0.73%加仓
3COSTCostco Wholesale CORP+0.4%+7.64%加仓
4DEDeere & Co+0.4%+2.87%加仓
5MPCMarathon Petroleum CORP+0.4%+8.11%加仓
6JNJJohnson & Johnson+0.3%+0.73%加仓
7CVXChevron CORP+0.3%+1.75%加仓
8WMTWalmart INC+0.3%+0.35%加仓
9ASMLASML Holding N.V.+0.3%+8.53%加仓
10LRCXLam Research CORP+0.2%+0.90%加仓
11KLACKla CORP+0.2%+0.65%加仓
12TRGPTarga Resources CORP+0.2%+7.49%加仓
13LMTLockheed Martin CORP+0.2%—不变
14GEVGE Vernova INC+0.2%+9.78%加仓
15PSXPhillips 66+0.2%+0.52%加仓
16UNPUnion Pacific CORP+0.2%+2.56%加仓
17PSIInvesco Semiconductors ETF+0.2%+7.67%加仓
18TJXTjx Companies INC+0.2%+8.20%加仓
19HWMHowmet Aerospace INC+0.2%+39.02%加仓
20SCCOSouthern Copper CORP+0.1%+29.88%加仓
21HONHoneywell International INC+0.1%+4.35%加仓
22NVDANvidia CORP-0.1%+2.30%加仓
23LLYEli Lilly & Co-0.1%+1.31%加仓
24ABBVAbbvie INC-0.1%-0.45%减仓
25AMZNAmazon.com INC-0.2%+3.13%加仓
26ABTAbbott Laboratories-0.2%—不变
27ADPAutomatic Data Processing-0.2%—不变
28PGProcter & Gamble Co/the-0.2%-22.99%减仓
29TMOThermo Fisher Scientific INC-0.2%+0.16%加仓
30VVisa Inc-class A Shares-0.2%+1.88%加仓
31JPMJpmorgan Chase & Co-0.2%+2.54%加仓
32GOOGAlphabet Inc-cl C-0.2%-1.16%减仓
33METAMeta Platforms Inc-class A-0.2%-4.49%减仓
34AVGOBroadcom INC-0.4%-0.68%减仓
35CRMSalesforce INC-0.5%-62.19%减仓
36AAPLApple INC-0.5%-1.34%减仓
37MSFTMicrosoft CORP-1.7%+1.37%加仓
38CSXCsx CORP—EXIT清仓
39ADBEAdobe INC—EXIT清仓
40OTISOtis Worldwide CORP—EXIT清仓
41AMTAmerican Tower CORP—EXIT清仓
42NOWServicenow INC—EXIT清仓
43CNICanadian Natl Railway Co—EXIT清仓
44SPGIS&p Global INC—EXIT清仓
45HCAHca Healthcare INC—NEW新建仓
46BABoeing Co/the—EXIT清仓
47ISRGIntuitive Surgical INC—EXIT清仓
48DGXQuest Diagnostics INC—EXIT清仓
49PLTRPalantir Technologies Inc-a—EXIT清仓
50TAt&t INC—NEW新建仓

FAQ

Valley Brook Capital Group, Inc. 是什么机构？属于哪种投资人类型？
Valley Brook Capital Group, Inc. 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$1.5亿，分布在 112 个已申报仓位之中。
Valley Brook Capital Group, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Valley Brook Capital Group, Inc. 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$1089.0万 (7.3%) 2. Microsoft CORP (MSFT) — US$933.4万 (6.3%) 3. Jpmorgan Chase & Co (JPM) — US$544.6万 (3.6%) 4. Caterpillar INC (CAT) — US$537.8万 (3.6%) 5. Nvidia CORP (NVDA) — US$523.1万 (3.5%)
Valley Brook Capital Group, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Valley Brook Capital Group, Inc. 共进行了 47 项显著调整：新建仓 2 个仓位、加仓 27 个既有持股、减仓 7 个仓位，并完全清仓 11 个持股。 其中幅度最大的异动：清仓: Csx CORP (CSX); 清仓: Adobe INC (ADBE); 清仓: Otis Worldwide CORP (OTIS); 清仓: American Tower CORP (AMT); 清仓: Servicenow INC (NOW)
Valley Brook Capital Group, Inc. 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，Valley Brook Capital Group, Inc. 的主要板块分布如下： • Information Technology: 28.7% • Industrials: 18.3% • Health Care: 10.7% • Financials: 10.2% • Consumer Discretionary: 9.5% • Consumer Staples: 6.6%