LA

Lynch Asset Management, Inc.

行业集中型趋势追踪型长期持有型

申报总市值

US$3.0亿

申报季度: 2026-03-31 · 持股只数: 51

Lynch Asset Management, Inc.在最新一期 13F 报告中披露了 51 项持股，申报期为 2026-03-31，总持股市值约为 US$3.0亿，季度换手率为 11.2%。

机构性格雪花图

集中度
46.86
持仓稳定性
11.25
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
77.47

近期动向

  • 加仓 CVX

    0.0%　US$147.7万

  • 减仓 NOW

    +0.2%　-US$201.2万

  • 加仓 FDX

    -2.1%　US$101.6万

  • 减仓 NVO

    -0.3%　-US$154.2万

  • 加仓 CMI

    0.0%　US$51.1万

  • 加仓 PANW

    +29.2%　US$61.9万

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
1NVDANvidia CORP股票-科技31.51%-0.08%—
2GOOGLAlphabet Inc-cl A股票-通信服务6.87%-0.14%—
3METAMeta Platforms Inc-class A股票-通信服务3.38%-0.27%+0.14%
4AAPLApple INC股票-科技3.38%-0.01%—
5CMICummins INC股票-工业3.35%+0.37%—
6ABBVAbbvie INC股票-医疗保健3.31%+0.03%-0.66%
7MSFTMicrosoft CORP股票-科技3.16%+0.05%+24.48%
8GSGoldman Sachs Group INC股票-金融3.13%+0.08%—
9AMZNAmazon.com INC股票-周期性消费2.98%-0.12%—
10CRWDCrowdstrike Holdings INC - A股票-科技2.58%-0.23%+3.01%
11AMDAdvanced Micro Devices股票-科技2.42%+0.03%—
12FDXFedex CORP股票-工业1.98%+0.44%-2.06%
13AVGOBroadcom INC股票-科技1.93%-0.06%+1.64%
14PANWPalo Alto Networks INC股票-科技1.88%+0.31%+29.15%
15CVXChevron CORP股票-能源1.88%+0.58%—
16ETNEaton Corporation plc股票-工业1.63%+0.28%+1.19%
17MAMastercard INC - A股票-金融1.60%-0.12%—
18VBVanguard Small-cap ETFETF-其他1.59%+0.12%+0.28%
19UNHUnitedhealth Group INC股票-医疗保健1.51%-0.04%+11.37%
20NOWServicenow INC股票-科技1.46%-0.54%+0.24%
21TSLATesla INC股票-周期性消费1.45%-0.19%—
22DISWalt Disney Co/the股票-通信服务1.35%-0.16%-0.95%
23VVisa Inc-class A Shares股票-金融1.33%-0.12%—
24NVONovo-nordisk A/s-spons Adr股票-医疗保健1.33%-0.40%-0.28%
25COSTCostco Wholesale CORP股票-非周期性消费1.29%+0.25%—
26EMREmerson Electric Co股票-工业1.21%+0.06%—
27TTTrane Technologies plc股票-工业1.17%+0.14%—
28IBMIntl Business Machines CORP股票-科技1.04%-0.16%—
29HDHome Depot INC股票-周期性消费1.02%+0.02%—
30JNJJohnson & Johnson股票-医疗保健0.97%+0.20%—
31ULTAUlta Beauty INC股票-周期性消费0.96%-0.08%—
32QCOMQualcomm INC股票-科技0.71%-0.19%-1.80%
33VXUSVanguard Total Intl StockETF-其他0.65%+0.05%—
34SPOTSpotify Technology S.A.股票-通信服务0.57%-0.07%—
35CITHE Cigna Group股票-医疗保健0.56%-0.29%-35.71%
36SBUXStarbucks CORP股票-周期性消费0.56%+0.06%-1.32%
37CMGChipotle Mexican Grill INC股票-周期性消费0.54%-0.04%—
38WMWaste Management INC股票-工业0.49%+0.49%NEW
39MRKMerck & Co. INC.股票-医疗保健0.41%+0.08%—
40LLYEli Lilly & Co股票-医疗保健0.34%-0.03%—
41GEVGE Vernova INC股票-工业0.15%+0.05%—
42NKENike INC -cl B股票-周期性消费0.07%-0.01%—
43VUGVanguard Growth ETFETF-其他0.06%-0.01%-3.16%
44WMTWalmart INC股票-非周期性消费0.05%——
45JAKKJakks Pacific INC股票-其他0.05%+0.01%—
46VTVVanguard Value ETFETF-其他0.04%—-4.77%
47VOOVanguard S&p 500 ETFETF-大型股与成长0.02%——
48GOOGAlphabet Inc-cl C股票-通信服务0.02%——
49DEDeere & Co股票-工业0.02%+0.01%—
50MCKMckesson CORP股票-医疗保健0.01%——
1–50 of 51

本季持股变动

Lynch Asset Management, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Waste Management INC (WM); 清仓: Pfizer INC (PFE); 清仓: Citigroup INC (C); 加仓: Servicenow INC (NOW) — 股数 +0.24%; 减仓: Fedex CORP (FDX) — 股数 -2.06%.

Lynch Asset Management, 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
1CVXChevron CORP+0.6%—不变
2FDXFedex CORP+0.4%-2.06%减仓
3CMICummins INC+0.4%—不变
4PANWPalo Alto Networks INC+0.3%+29.15%加仓
5ETNEaton Corporation plc+0.3%+1.19%加仓
6COSTCostco Wholesale CORP+0.3%—不变
7JNJJohnson & Johnson+0.2%—不变
8TTTrane Technologies plc+0.1%—不变
9VBVanguard Small-cap ETF+0.1%+0.28%加仓
10GSGoldman Sachs Group INC+0.1%—不变
11MRKMerck & Co. INC.+0.1%—不变
12SBUXStarbucks CORP+0.1%-1.32%减仓
13EMREmerson Electric Co+0.1%—不变
14MSFTMicrosoft CORP+0.1%+24.48%加仓
15GEVGE Vernova INC+0.1%—不变
16VXUSVanguard Total Intl Stock+0.1%—不变
17ABBVAbbvie INC0%-0.66%减仓
18AMDAdvanced Micro Devices0%—不变
19HDHome Depot INC0%—不变
20JAKKJakks Pacific INC0%—不变
21DEDeere & Co0%—不变
22WMTWalmart INC——不变
23GOOGAlphabet Inc-cl C——不变
24VOOVanguard S&p 500 ETF——不变
25AAPLApple INC0%—不变
26NKENike INC -cl B0%—不变
27VUGVanguard Growth ETF0%-3.16%减仓
28LLYEli Lilly & Co0%—不变
29UNHUnitedhealth Group INC0%+11.37%加仓
30CMGChipotle Mexican Grill INC0%—不变
31AVGOBroadcom INC-0.1%+1.64%加仓
32SPOTSpotify Technology S.A.-0.1%—不变
33NVDANvidia CORP-0.1%—不变
34ULTAUlta Beauty INC-0.1%—不变
35AMZNAmazon.com INC-0.1%—不变
36MAMastercard INC - A-0.1%—不变
37VVisa Inc-class A Shares-0.1%—不变
38GOOGLAlphabet Inc-cl A-0.1%—不变
39DISWalt Disney Co/the-0.2%-0.95%减仓
40IBMIntl Business Machines CORP-0.2%—不变
41TSLATesla INC-0.2%—不变
42QCOMQualcomm INC-0.2%-1.80%减仓
43CRWDCrowdstrike Holdings INC - A-0.2%+3.01%加仓
44METAMeta Platforms Inc-class A-0.3%+0.14%加仓
45CITHE Cigna Group-0.3%-35.71%减仓
46NVONovo-nordisk A/s-spons Adr-0.4%-0.28%减仓
47NOWServicenow INC-0.5%+0.24%加仓
48WMWaste Management INC—NEW新建仓
49PFEPfizer INC—EXIT清仓
50CCitigroup INC—EXIT清仓

FAQ

Lynch Asset Management, Inc. 是什么机构？属于哪种投资人类型？
Lynch Asset Management, 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$3.0亿，分布在 51 个已申报仓位之中。
Lynch Asset Management, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Lynch Asset Management, Inc. 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$9394.9万 (31.5%) 2. Alphabet Inc-cl A (GOOGL) — US$2048.9万 (6.9%) 3. Meta Platforms Inc-class A (META) — US$1008.4万 (3.4%) 4. Apple INC (AAPL) — US$1007.5万 (3.4%) 5. Cummins INC (CMI) — US$998.0万 (3.4%)
Lynch Asset Management, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lynch Asset Management, Inc. 共进行了 20 项显著调整：新建仓 1 个仓位、加仓 9 个既有持股、减仓 8 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Waste Management INC (WM); 清仓: Pfizer INC (PFE); 清仓: Citigroup INC (C); 加仓: Servicenow INC (NOW) — 股数 +0.24%; 减仓: Fedex CORP (FDX) — 股数 -2.06%
Lynch Asset Management, 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，Lynch Asset Management, Inc. 的主要板块分布如下： • Information Technology: 56.8% • Communication Services: 13.2% • Health Care: 9.6% • Consumer Discretionary: 7.5% • Financials: 6.9% • Industrials: 2.4%