L&

Luts & Greenleigh Group, INC.

趋势追踪型行业集中型长期持有型

申报总市值

US$1.3亿

申报季度: 2026-03-31 · 持股只数: 89

LUTS & GREENLEIGH GROUP, INC.在最新一期 13F 报告中披露了 89 项持股，申报期为 2026-03-31，总持股市值约为 US$1.3亿，季度换手率为 19.0%。

机构性格雪花图

集中度
45.67
持仓稳定性
18.95
动能／逆势
100
行业集中度
66.87
多样化
100
仓位均衡度
69.56

近期动向

  • 加仓 XOM

    -4.9%　US$1007.5万

  • 减仓 MSFT

    -6.4%　-US$151.3万

  • 减仓 AAPL

    -0.0%　-US$41.9万

  • 加仓 COST

    +0.1%　US$140.9万

  • 减仓 IBM

    -2.4%　-US$53.8万

  • 减仓 NVDA

    -0.6%　-US$27.6万

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
1XOMExxon Mobil CORP股票-能源31.39%+6.27%-4.90%
2COSTCostco Wholesale CORP股票-非周期性消费8.24%+0.60%+0.10%
3AAPLApple INC股票-科技4.64%-0.69%-0.03%
4MSFTMicrosoft CORP股票-科技3.03%-1.51%-6.36%
5NVDANvidia CORP股票-科技2.86%-0.44%-0.65%
6ABBVAbbvie INC股票-医疗保健2.38%-0.31%-0.42%
7IWFIshares Russell 1000 GrowthETF-其他1.77%-0.27%+2.79%
8IWOIshares Russell 2000 GrowthETF-中小型股1.72%—+0.60%
9IBMIntl Business Machines CORP股票-科技1.69%-0.58%-2.38%
10GOOGLAlphabet Inc-cl A股票-通信服务1.67%-0.25%+1.47%
11IWDIshares Russell 1000 Value EETF-其他1.48%-0.02%+3.98%
12AMZNAmazon.com INC股票-周期性消费1.46%-0.28%-0.14%
13WMWaste Management INC股票-工业1.34%-0.03%+0.01%
14KOCoca-cola Co/the股票-非周期性消费1.32%+0.02%+0.27%
15IWNIshares Russell 2000 Value EETF-中小型股1.27%—+2.58%
16JNJJohnson & Johnson股票-医疗保健1.26%+0.14%+1.74%
17HDHome Depot INC股票-周期性消费1.23%-0.17%-1.26%
18IWPIshares Russell Mid-cap GrowETF-其他1.19%—+4.26%
19ABTAbbott Laboratories股票-医疗保健1.15%-0.38%-1.81%
20PMPhilip Morris International股票-非周期性消费1.12%—+0.18%
21IWSIshares Russell Mid-cap ValuETF-其他1.07%+0.01%+5.03%
22JPMJpmorgan Chase & Co股票-金融1.02%-0.18%+0.02%
23WMTWalmart INC股票-非周期性消费0.99%+0.04%+0.33%
24ISTBIshares Core 1-5 Year Usd BoETF-其他0.98%—-0.13%
25GLDSpdr Gold SharesETF-避险与商品0.95%—-5.45%
26GOOGAlphabet Inc-cl C股票-通信服务0.94%—+11.95%
27EFVIshares Msci Eafe Value ETFETF-其他0.92%—+3.94%
28AVGOBroadcom INC股票-科技0.87%-0.21%-3.38%
29EFGIshares Msci Eafe Growth ETFETF-其他0.83%—+4.28%
30LLYEli Lilly & Co股票-医疗保健0.73%-0.21%-2.42%
31TSLATesla INC股票-周期性消费0.67%-0.22%-1.51%
32UNPUnion Pacific CORP股票-工业0.65%—+0.03%
33METAMeta Platforms Inc-class A股票-通信服务0.64%-0.15%+0.07%
34VGTVanguard Info Tech ETFETF-科技型0.62%-0.10%-1.42%
35VOOVanguard S&p 500 ETFETF-大型股与成长0.53%—+1.27%
36CATCaterpillar INC股票-工业0.50%+0.10%+8.12%
37SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.49%—+0.21%
38BRK-BBerkshire Hathaway Inc-cl B股票-其他0.48%—+3.04%
39LDOSLeidos Holdings INC股票-科技0.45%-0.11%—
40SCHFSchwab Intl Equity ETFETF-其他0.44%——
41MRKMerck & Co. INC.股票-医疗保健0.44%+0.03%+0.24%
42GRNYFundstr Gran Sh US Lrg CapETF-其他0.44%+0.44%NEW
43SYKStryker CORP股票-医疗保健0.44%—-0.48%
44MDLZMondelez International Inc-a股票-非周期性消费0.43%—-1.09%
45SCHZSchwab US Aggregate Bond ETFETF-其他0.43%——
46TAt&t INC股票-通信服务0.42%+0.03%+0.35%
47VVisa Inc-class A Shares股票-金融0.39%-0.12%-4.97%
48EEMIshares Msci Emerging MarketETF-新兴市场0.37%—+0.77%
49CSCOCisco Systems INC股票-科技0.36%—-4.12%
50SCHHSchwab US Reit ETFETF-其他0.36%——
1–50 of 89

本季持股变动

Luts & Greenleigh Group, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: Fundstr Gran Sh US Lrg Cap (GRNY); 新建仓: Wisdomtree U.s. Quality Divi (DGRW); 新建仓: Wisdomtree Floating Rate Tre (USFR); 新建仓: First Trust Active Factor La (AFLG); 清仓: Unitedhealth Group INC (UNH).

Luts & Greenleigh 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
1XOMExxon Mobil CORP+6.3%-4.90%减仓
2COSTCostco Wholesale CORP+0.6%+0.10%加仓
3JNJJohnson & Johnson+0.1%+1.74%加仓
4CATCaterpillar INC+0.1%+8.12%加仓
5GEVGE Vernova INC+0.1%+16.11%加仓
6CVXChevron CORP+0.1%—不变
7WMTWalmart INC0%+0.33%加仓
8VZVerizon Communications INC0%+8.45%加仓
9TAt&t INC0%+0.35%加仓
10MRKMerck & Co. INC.0%+0.24%加仓
11KOCoca-cola Co/the0%+0.27%加仓
12IWSIshares Russell Mid-cap Valu0%+5.03%加仓
13IWNIshares Russell 2000 Value E—+2.58%加仓
14EFVIshares Msci Eafe Value ETF—+3.94%加仓
15IWDIshares Russell 1000 Value E0%+3.98%加仓
16WMWaste Management INC0%+0.01%加仓
17BLKBlackrock INC-0.1%-8.10%减仓
18QCOMQualcomm INC-0.1%-3.84%减仓
19VGTVanguard Info Tech ETF-0.1%-1.42%减仓
20PGProcter & Gamble Co/the-0.1%-30.52%减仓
21LDOSLeidos Holdings INC-0.1%—不变
22VVisa Inc-class A Shares-0.1%-4.97%减仓
23METAMeta Platforms Inc-class A-0.2%+0.07%加仓
24HDHome Depot INC-0.2%-1.26%减仓
25JPMJpmorgan Chase & Co-0.2%+0.02%加仓
26LLYEli Lilly & Co-0.2%-2.42%减仓
27AVGOBroadcom INC-0.2%-3.38%减仓
28TSLATesla INC-0.2%-1.51%减仓
29GOOGLAlphabet Inc-cl A-0.3%+1.47%加仓
30IWFIshares Russell 1000 Growth-0.3%+2.79%加仓
31AMZNAmazon.com INC-0.3%-0.14%减仓
32ABBVAbbvie INC-0.3%-0.42%减仓
33TTTrane Technologies plc-0.3%-63.37%减仓
34ABTAbbott Laboratories-0.4%-1.81%减仓
35NVDANvidia CORP-0.4%-0.65%减仓
36IBMIntl Business Machines CORP-0.6%-2.38%减仓
37AAPLApple INC-0.7%-0.03%减仓
38MSFTMicrosoft CORP-1.5%-6.36%减仓
39GRNYFundstr Gran Sh US Lrg Cap—NEW新建仓
40DGRWWisdomtree U.s. Quality Divi—NEW新建仓
41USFRWisdomtree Floating Rate Tre—NEW新建仓
42AFLGFirst Trust Active Factor La—NEW新建仓
43UNHUnitedhealth Group INC—EXIT清仓
44ISRGIntuitive Surgical INC—EXIT清仓
45EPSWisdomtree US Large Cap Fund—NEW新建仓
46TELTE Connectivity plc—EXIT清仓
47AXPAmerican Express Co—EXIT清仓
48PFEPfizer INC—NEW新建仓
49SAICScience Applications Inte—EXIT清仓
50JIVEJPM Interntl Value ETF—NEW新建仓

FAQ

Luts & Greenleigh Group, INC. 是什么机构？属于哪种投资人类型？
Luts & Greenleigh 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$1.3亿，分布在 89 个已申报仓位之中。
Luts & Greenleigh Group, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Luts & Greenleigh Group, INC. 按市值排列的前几大持股为： 1. Exxon Mobil CORP (XOM) — US$3964.0万 (31.4%) 2. Costco Wholesale CORP (COST) — US$1040.3万 (8.2%) 3. Apple INC (AAPL) — US$585.4万 (4.6%) 4. Microsoft CORP (MSFT) — US$382.7万 (3.0%) 5. Nvidia CORP (NVDA) — US$360.9万 (2.9%)
Luts & Greenleigh 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，Luts & Greenleigh Group, INC. 共进行了 48 项显著调整：新建仓 7 个仓位、加仓 18 个既有持股、减仓 18 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: Fundstr Gran Sh US Lrg Cap (GRNY); 新建仓: Wisdomtree U.s. Quality Divi (DGRW); 新建仓: Wisdomtree Floating Rate Tre (USFR); 新建仓: First Trust Active Factor La (AFLG); 清仓: Unitedhealth Group INC (UNH)
Luts & Greenleigh 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，Luts & Greenleigh Group, INC. 的主要板块分布如下： • Energy: 38.8% • Information Technology: 18.4% • Consumer Staples: 15.3% • Health Care: 8.3% • Communication Services: 5.0% • Consumer Discretionary: 4.5%