BA
BOCHK Asset Management Ltd
分散型投资策略高频交易型逆势操作型
申报总市值
US$4.8亿
申报季度: 2026-03-31 · 持股只数: 117
BOCHK Asset Management Ltd在最新一期 13F 报告中披露了 117 项持股，申报期为 2026-03-31，总持股市值约为 US$4.8亿，季度换手率为 168.3%。
机构性格雪花图
- 集中度
- 11.23
- 持仓稳定性
- 100
- 动能／逆势
- 0
- 行业集中度
- 57.41
- 多样化
- 100
- 仓位均衡度
- 84.82
近期动向
加仓 NVDA
+839.4% US$3078.0万
加仓 MSFT
+510.5% US$2625.5万
加仓 AAPL
+466.7% US$2455.4万
加仓 FLTW
+22507.1% US$2162.5万
加仓 GOOGL
+216.2% US$1502.8万
加仓 AMZN
+390.0% US$1352.0万
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 | NVDA | Nvidia CORP | 股票-科技 | 7.19% | +6.13% | +839.43% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.91% | +5.00% | +510.53% | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.27% | +4.74% | +466.75% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.74% | +2.63% | +216.23% | |
| 5 | FLTW | Franklin Ftse Taiwan ETF | ETF-其他 | 4.49% | +4.47% | +22507.09% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.62% | +2.56% | +389.99% | |
| 7 | TSLA | Tesla INC | 股票-周期性消费 | 2.58% | +1.59% | +308.54% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.39% | +1.70% | +416.14% | |
| 9 | EOG | Eog Resources INC | 股票-能源 | 2.38% | +2.38% | NEW | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.33% | +2.33% | NEW | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.19% | +2.19% | NEW | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 2.15% | +1.43% | +330.71% | |
| 13 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 2.15% | +2.15% | NEW | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.99% | +1.13% | +214.06% | |
| 15 | EWA | Ishares Msci Australia ETF | ETF-其他 | 1.90% | +1.88% | +13154.00% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.89% | +1.51% | +478.08% | |
| 17 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.67% | +1.67% | NEW | |
| 18 | LNT | Alliant Energy CORP | 股票-公用事业 | 1.54% | +1.54% | NEW | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.39% | +1.39% | NEW | |
| 20 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.24% | +1.24% | NEW | |
| 21 | LNG | Cheniere Energy INC | 股票-能源 | 1.18% | +1.18% | NEW | |
| 22 | GS | Goldman Sachs Group INC | 股票-金融 | 1.18% | +0.76% | +276.47% | |
| 23 | NOW | Servicenow INC | 股票-科技 | 1.15% | +1.15% | NEW | |
| 24 | GGG | Graco INC | 股票-工业 | 1.14% | +1.14% | NEW | |
| 25 | HOOD | Robinhood Markets INC - A | 股票-金融 | 1.10% | +0.91% | +1100.52% | |
| 26 | COP | Conocophillips | 股票-能源 | 1.09% | +1.09% | NEW | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 1.08% | +1.08% | NEW | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | — | +131.08% | |
| 29 | BLK | Blackrock INC | 股票-金融 | 1.03% | +1.03% | NEW | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 1.00% | +1.00% | NEW | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.99% | +0.99% | NEW | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.91% | +0.57% | +274.65% | |
| 33 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.90% | +0.90% | NEW | |
| 34 | EQT | Eqt CORP | 股票-能源 | 0.88% | +0.88% | NEW | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.81% | NEW | |
| 36 | CRCL | Circle Internet Group INC | 股票-金融 | 0.80% | — | +51.12% | |
| 37 | KR | Kroger Co | 股票-非周期性消费 | 0.79% | +0.79% | NEW | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.79% | +0.53% | +246.43% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.76% | — | +300.00% | |
| 40 | ASML | ASML Holding N.V. | 股票-科技 | 0.74% | +0.74% | NEW | |
| 41 | TRGP | Targa Resources CORP | 股票-能源 | 0.70% | +0.70% | NEW | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.67% | +0.67% | NEW | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.67% | +0.63% | +2180.29% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | +0.67% | +28461.54% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.67% | +0.67% | NEW | |
| 46 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.66% | +0.66% | NEW | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | — | +150.00% | |
| 48 | NFLX | Netflix INC | 股票-通信服务 | 0.65% | — | +470.18% | |
| 49 | WM | Waste Management INC | 股票-工业 | 0.64% | +0.64% | NEW | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.64% | — | +73.33% |
1–50 of 117
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
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 117 | US$4.8亿 | 100 | |
| 2025-12-31 | 81 | US$3.7亿 | 30 | |
| 2025-09-30 | 86 | US$3.8亿 | 100 | |
| 2025-06-30 | 54 | US$3.5亿 | 0 | |
| 2025-03-31 | 49 | US$1.8亿 | 0 | |
| 2024-12-31 | 64 | US$3.3亿 | 0 | |
| 2024-09-30 | 53 | US$3.4亿 | 0 | |
| 2024-06-30 | 54 | US$3.1亿 | 0 | |
| 2024-03-31 | 60 | US$2.9亿 | 0 | |
| 2023-12-31 | 64 | US$1.6亿 | 0 |
本季持股变动
BOCHK Asset Management Ltd 在 2026-03-31 最显著的持仓异动： 清仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 清仓: Vanguard S&p 500 ETF (VOO); 新建仓: Eog Resources INC (EOG); 新建仓: Exxon Mobil CORP (XOM); 新建仓: Costco Wholesale CORP (COST).
FAQ
BOCHK Asset Management Ltd 是什么机构？属于哪种投资人类型？
BOCHK Asset Management Ltd 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$4.8亿，分布在 117 个已申报仓位之中。
BOCHK Asset Management Ltd 目前前几大持股有哪些？
根据最新 13F 申报，BOCHK Asset Management Ltd 按市值排列的前几大持股为：
1. Nvidia CORP (NVDA) — US$3473.3万 (7.2%)
2. Microsoft CORP (MSFT) — US$3340.3万 (6.9%)
3. Apple INC (AAPL) — US$3027.7万 (6.3%)
4. Alphabet Inc-cl A (GOOGL) — US$2291.6万 (4.7%)
5. Franklin Ftse Taiwan ETF (FLTW) — US$2171.1万 (4.5%)
BOCHK Asset Management Ltd 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，BOCHK Asset Management Ltd 共进行了 50 项显著调整：新建仓 29 个仓位、加仓 18 个既有持股、减仓 0 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：清仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 清仓: Vanguard S&p 500 ETF (VOO); 新建仓: Eog Resources INC (EOG); 新建仓: Exxon Mobil CORP (XOM); 新建仓: Costco Wholesale CORP (COST)
BOCHK Asset Management Ltd 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，BOCHK Asset Management Ltd 的主要板块分布如下：
• Information Technology: 35.4%
• Energy: 13.9%
• Financials: 13.7%
• Consumer Discretionary: 10.8%
• Communication Services: 10.3%
• Health Care: 5.3%