G&
Gross & Hartman Investments LLC
趋势追踪型长期持有型高品质投资策略
申报总市值
US$1.9亿
申报季度: 2026-03-31 · 持股只数: 72
Gross & Hartman Investments LLC在最新一期 13F 报告中披露了 72 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 14.2%。
机构性格雪花图
- 集中度
- 40.56
- 持仓稳定性
- 14.18
- 动能／逆势
- 100
- 行业集中度
- 66.33
- 多样化
- 100
- 仓位均衡度
- 74.72
近期动向
加仓 ENFR
+36.4% US$365.9万
加仓 VCRB
+27.5% US$436.6万
加仓 VBIL
+21.6% US$214.7万
减仓 VOOG
-0.2% -US$49.0万
减仓 VTI
+11.9% US$280.7万
加仓 VYM
+10.5% US$164.6万
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 |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 22.06% | -0.52% | +11.91% | |
| 2 | SUB | Ishares Short-term National | ETF-其他 | 15.32% | — | +0.31% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 10.80% | +1.46% | +27.47% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.94% | +0.27% | +10.53% | |
| 5 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 6.20% | +0.63% | +21.63% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 4.82% | -0.16% | +17.76% | |
| 7 | ENFR | Alerian Energy Infrastructur | ETF-其他 | 4.80% | +1.63% | +36.40% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 4.36% | -0.01% | +6.90% | |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 2.73% | -0.55% | -0.24% | |
| 10 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.61% | +0.07% | +7.46% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.39% | -0.20% | +0.13% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.22% | +0.24% | +46.86% | |
| 13 | AAPL | Apple INC | 股票-科技 | 0.87% | -0.14% | +0.98% | |
| 14 | EQIX | Equinix INC | 股票-房地产 | 0.77% | +0.13% | +3.76% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -0.25% | +5.37% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | -0.12% | +0.03% | |
| 17 | EVTR | Eaton Vance Total Return | ETF-其他 | 0.66% | — | +1.67% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | -0.14% | -2.83% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.57% | -0.10% | +2.89% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.56% | — | — | |
| 21 | PLD | Prologis INC | 股票-房地产 | 0.44% | +0.02% | +8.71% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.39% | — | -3.08% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.36% | — | -7.37% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.35% | — | -0.16% | |
| 25 | NFLX | Netflix INC | 股票-通信服务 | 0.35% | +0.22% | +219.05% | |
| 26 | VTR | Ventas INC | 股票-房地产 | 0.34% | — | +3.51% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.34% | -0.10% | -6.13% | |
| 28 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.33% | +0.03% | +4.17% | |
| 29 | EBAY | Ebay INC | 股票-周期性消费 | 0.32% | — | -0.13% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.31% | -0.07% | -12.91% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.30% | — | +9.42% | |
| 32 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.30% | — | — | |
| 33 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.28% | -0.08% | +5.23% | |
| 34 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.28% | — | +13.63% | |
| 35 | TOL | Toll Brothers INC | 股票-周期性消费 | 0.27% | — | +6.28% | |
| 36 | BX | Blackstone INC | 股票-金融 | 0.26% | -0.07% | +15.95% | |
| 37 | AMT | American Tower CORP | 股票-房地产 | 0.26% | — | +5.22% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.26% | — | +10.51% | |
| 39 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.25% | +0.02% | +27.50% | |
| 40 | LNG | Cheniere Energy INC | 股票-能源 | 0.25% | +0.08% | +5.52% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.24% | -0.26% | -38.51% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.23% | +0.23% | NEW | |
| 43 | INTU | Intuit INC | 股票-科技 | 0.22% | +0.22% | NEW | |
| 44 | WELL | Welltower INC | 股票-房地产 | 0.21% | — | — | |
| 45 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.20% | — | +3.93% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.19% | — | — | |
| 47 | BRX | Brixmor Property Group INC | 股票-房地产 | 0.19% | +0.01% | +8.49% | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.19% | — | +0.02% | |
| 49 | HR | Healthcare Realty Trust INC | 股票-房地产 | 0.19% | — | +16.41% | |
| 50 | ROST | Ross Stores INC | 股票-周期性消费 | 0.19% | +0.02% | -0.66% |
1–50 of 72
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Gross & Hartman Investments LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Ftse All-world Ex-u (VEU); 新建仓: Intuit INC (INTU); 新建仓: Bxp INC (BXP); 清仓: Sba Communications CORP (SBAC); 清仓: Rexford Industrial Realty In (REXR).
FAQ
Gross & Hartman Investments LLC 是什么机构？属于哪种投资人类型？
Gross & Hartman Investments 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$1.9亿，分布在 72 个已申报仓位之中。
Gross & Hartman Investments LLC 目前前几大持股有哪些？
根据最新 13F 申报，Gross & Hartman Investments LLC 按市值排列的前几大持股为：
1. Vanguard Total Stock Mkt ETF (VTI) — US$4242.1万 (22.1%)
2. Ishares Short-term National (SUB) — US$2946.4万 (15.3%)
3. Vanguard Core Bond ETF (VCRB) — US$2076.2万 (10.8%)
4. Vanguard High Dvd Yield ETF (VYM) — US$1335.7万 (6.9%)
5. Vanguard 0-3m T-bill ETF (VBIL) — US$1191.5万 (6.2%)
Gross & Hartman Investments LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Gross & Hartman Investments LLC 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 27 个既有持股、减仓 8 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Vanguard Ftse All-world Ex-u (VEU); 新建仓: Intuit INC (INTU); 新建仓: Bxp INC (BXP); 清仓: Sba Communications CORP (SBAC); 清仓: Rexford Industrial Realty In (REXR)
Gross & Hartman Investments 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，Gross & Hartman Investments LLC 的主要板块分布如下：
• Real Estate: 32.9%
• Information Technology: 24.6%
• Consumer Discretionary: 15.9%
• Communication Services: 15.5%
• Financials: 4.1%
• Energy: 3.3%