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Martin Capital Advisors, LLP

分散型投资策略趋势追踪型行业集中型

申报总市值

US$1.6亿

申报季度: 2026-03-31 · 持股只数: 73

Martin Capital Advisors, LLP在最新一期 13F 报告中披露了 73 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 12.6%。

机构性格雪花图

集中度
27.93
持仓稳定性
12.64
动能／逆势
100
行业集中度
92.65
多样化
100
仓位均衡度
79.62

近期动向

  • 减仓 AAPL

    -4.6%　-US$426.0万

  • 减仓 ISRG

    -0.1%　-US$212.4万

  • 加仓 LRCX

    -5.8%　US$86.8万

  • 减仓 INTU

    +0.1%　-US$132.0万

  • 加仓 COST

    -1.2%　US$55.7万

  • 减仓 ORCL

    -0.5%　-US$81.8万

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
1AAPLApple INC股票-科技21.87%-0.93%-4.61%
2NVDANvidia CORP股票-科技7.70%-0.01%-0.78%
3ISRGIntuitive Surgical INC股票-医疗保健5.83%-0.83%-0.11%
4QQQInvesco Qqq Trust Series 1ETF-科技型4.87%+0.07%+0.17%
5VTIVanguard Total Stock Mkt ETFETF-其他3.72%+0.10%-0.35%
6LRCXLam Research CORP股票-科技3.67%+0.77%-5.83%
7MAMastercard INC - A股票-金融3.10%-0.20%-0.37%
8COSTCostco Wholesale CORP股票-非周期性消费2.83%+0.52%-1.21%
9WSMWilliams-sonoma INC股票-周期性消费2.82%+0.26%+0.32%
10GOOGLAlphabet Inc-cl A股票-通信服务2.76%-0.06%-1.15%
11VVisa Inc-class A Shares股票-金融2.21%-0.19%-0.98%
12SBUXStarbucks CORP股票-周期性消费1.82%+0.22%-0.89%
13SCHWSchwab (charles) CORP股票-金融1.67%+0.01%-0.76%
14INTUIntuit INC股票-科技1.57%-0.66%+0.09%
15ORCLOracle CORP股票-科技1.56%-0.37%-0.47%
16AMZNAmazon.com INC股票-周期性消费1.48%+0.06%+6.83%
17IDXXIdexx Laboratories INC股票-医疗保健1.46%-0.19%-1.11%
18IBBIshares Biotechnology ETFETF-科技型1.43%+0.04%-4.28%
19TXNTexas Instruments INC股票-科技1.41%+0.25%+1.53%
20VCSHVanguard S/t CORP Bond ETFETF-投资级公司债1.39%——
21EWEdwards Lifesciences CORP股票-医疗保健1.33%+0.03%+0.58%
22BLKBlackrock INC股票-金融1.27%-0.05%-0.10%
23XYZBlock INC股票-金融1.18%-0.03%-1.83%
24TSCOTractor Supply Company股票-周期性消费1.11%-0.02%-0.10%
25CATCaterpillar INC股票-工业0.94%+0.23%—
26GOOGAlphabet Inc-cl C股票-通信服务0.87%-0.02%—
27DVADavita INC股票-医疗保健0.86%+0.27%—
28CMGChipotle Mexican Grill INC股票-周期性消费0.81%-0.05%+0.70%
29NDAQNasdaq INC股票-金融0.73%-0.04%—
30CSCOCisco Systems INC股票-科技0.64%—-0.51%
31SYKStryker CORP股票-医疗保健0.63%—+1.30%
32LNTHLantheus Holdings INC股票-医疗保健0.62%—-8.29%
33USPHU.s. Physical Therapy INC股票-其他0.60%+0.01%-1.94%
34AMATApplied Materials INC股票-科技0.56%+0.18%+1.85%
35SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.54%-0.02%-5.58%
36ICEIntercontinental Exchange In股票-金融0.54%—+4.74%
37BRK-BBerkshire Hathaway Inc-cl B股票-其他0.52%—-2.83%
38DKSDick's Sporting Goods INC股票-周期性消费0.51%——
39IWVIshares Russell 3000 ETFETF-其他0.48%——
40GDDYGodaddy INC - Class A股票-科技0.48%-0.18%+0.55%
41CRWDCrowdstrike Holdings INC - A股票-科技0.48%-0.04%+1.58%
42INTCIntel CORP股票-科技0.47%+0.11%—
43NFLXNetflix INC股票-通信服务0.46%—-3.83%
44MORNMorningstar INC股票-金融0.45%-0.09%—
45TOLToll Brothers INC股票-周期性消费0.39%—+2.93%
46DGXQuest Diagnostics INC股票-医疗保健0.39%+0.07%—
47TREXTrex Company INC股票-工业0.38%—-2.75%
48CBOECboe Global Markets INC股票-金融0.37%—-3.21%
49BNYBank Of New York Mellon CORP股票-金融0.35%——
50IJHIshares Core S&p Midcap ETFETF-其他0.34%——
1–50 of 73

本季持股变动

Martin Capital Advisors, LLP 在 2026-03-31 最显著的持仓异动： 新建仓: Sandisk CORP (SNDK); 清仓: Diamond Hill Investment Grp (BVE); 新建仓: Ipg Photonics CORP (IPGP); 减仓: Apple INC (AAPL) — 股数 -4.61%; 减仓: Intuitive Surgical INC (ISRG) — 股数 -0.11%.

Martin Capital Advisors, LLP 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
1LRCXLam Research CORP+0.8%-5.83%减仓
2COSTCostco Wholesale CORP+0.5%-1.21%减仓
3DVADavita INC+0.3%—不变
4WSMWilliams-sonoma INC+0.3%+0.32%加仓
5TXNTexas Instruments INC+0.3%+1.53%加仓
6CATCaterpillar INC+0.2%—不变
7SBUXStarbucks CORP+0.2%-0.89%减仓
8AMATApplied Materials INC+0.2%+1.85%加仓
9WDCWestern Digital CORP+0.1%+5.90%加仓
10INTCIntel CORP+0.1%—不变
11VTIVanguard Total Stock Mkt ETF+0.1%-0.35%减仓
12GLWCorning INC+0.1%—不变
13QQQInvesco Qqq Trust Series 1+0.1%+0.17%加仓
14DGXQuest Diagnostics INC+0.1%—不变
15AMZNAmazon.com INC+0.1%+6.83%加仓
16GNRCGenerac Holdings INC+0.1%-9.72%减仓
17IBBIshares Biotechnology ETF0%-4.28%减仓
18EWEdwards Lifesciences CORP0%+0.58%加仓
19SCHWSchwab (charles) CORP0%-0.76%减仓
20USPHU.s. Physical Therapy INC0%-1.94%减仓
21BRK-BBerkshire Hathaway Inc-cl B—-2.83%减仓
22NVDANvidia CORP0%-0.78%减仓
23TSCOTractor Supply Company0%-0.10%减仓
24GOOGAlphabet Inc-cl C0%—不变
25SPYSs Spdr S&p 500 ETF Trust-us0%-5.58%减仓
26XYZBlock INC0%-1.83%减仓
27PLTRPalantir Technologies Inc-a0%+4.87%加仓
28NOWServicenow INC0%+10.55%加仓
29NDAQNasdaq INC0%—不变
30CRWDCrowdstrike Holdings INC - A0%+1.58%加仓
31BLKBlackrock INC-0.1%-0.10%减仓
32CMGChipotle Mexican Grill INC-0.1%+0.70%加仓
33PYPLPaypal Holdings INC-0.1%-1.77%减仓
34GOOGLAlphabet Inc-cl A-0.1%-1.15%减仓
35MSFTMicrosoft CORP-0.1%+1.79%加仓
36QCOMQualcomm INC-0.1%—不变
37LULULululemon Athletica INC-0.1%-3.00%减仓
38MORNMorningstar INC-0.1%—不变
39ADBEAdobe INC-0.1%-1.77%减仓
40GDDYGodaddy INC - Class A-0.2%+0.55%加仓
41VVisa Inc-class A Shares-0.2%-0.98%减仓
42IDXXIdexx Laboratories INC-0.2%-1.11%减仓
43MAMastercard INC - A-0.2%-0.37%减仓
44ORCLOracle CORP-0.4%-0.47%减仓
45INTUIntuit INC-0.7%+0.09%加仓
46ISRGIntuitive Surgical INC-0.8%-0.11%减仓
47AAPLApple INC-0.9%-4.61%减仓
48SNDKSandisk CORP—NEW新建仓
49BVEDiamond Hill Investment Grp—EXIT清仓
50IPGPIpg Photonics CORP—NEW新建仓

FAQ

Martin Capital Advisors, LLP 是什么机构？属于哪种投资人类型？
Martin Capital Advisors, LLP 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$1.6亿，分布在 73 个已申报仓位之中。
Martin Capital Advisors, LLP 目前前几大持股有哪些？
根据最新 13F 申报，Martin Capital Advisors, LLP 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$3463.1万 (21.9%) 2. Nvidia CORP (NVDA) — US$1219.8万 (7.7%) 3. Intuitive Surgical INC (ISRG) — US$923.6万 (5.8%) 4. Invesco Qqq Trust Series 1 (QQQ) — US$770.8万 (4.9%) 5. Vanguard Total Stock Mkt ETF (VTI) — US$589.2万 (3.7%)
Martin Capital Advisors, LLP 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Martin Capital Advisors, LLP 共进行了 41 项显著调整：新建仓 2 个仓位、加仓 14 个既有持股、减仓 24 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Sandisk CORP (SNDK); 清仓: Diamond Hill Investment Grp (BVE); 新建仓: Ipg Photonics CORP (IPGP); 减仓: Apple INC (AAPL) — 股数 -4.61%; 减仓: Intuitive Surgical INC (ISRG) — 股数 -0.11%
Martin Capital Advisors, LLP 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，Martin Capital Advisors, LLP 的主要板块分布如下： • Information Technology: 50.2% • Financials: 14.6% • Health Care: 13.0% • Consumer Discretionary: 12.2% • Communication Services: 4.7% • Consumer Staples: 3.3%