FC

Fogel Capital Management, INC.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$2.2亿

申报季度: 2026-03-31 · 持股只数: 52

FOGEL CAPITAL MANAGEMENT, INC.在最新一期 13F 报告中披露了 52 项持股，申报期为 2026-03-31，总持股市值约为 US$2.2亿，季度换手率为 16.1%。

机构性格雪花图

集中度
24.7
持仓稳定性
16.07
动能／逆势
100
行业集中度
51.23
多样化
100
仓位均衡度
84.98

近期动向

  • 减仓 MSFT

    +3.2%　-US$489.2万

  • 加仓 ESLT

    +4.3%　US$394.3万

  • 减仓 GOOGL

    +0.9%　-US$270.4万

  • 加仓 EPD

    +2.9%　US$258.5万

  • 加仓 JNJ

    +3.7%　US$172.0万

  • 加仓 ET

    +1.9%　US$158.8万

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
1GOOGLAlphabet Inc-cl A股票-通信服务15.76%-1.37%+0.93%
2MSFTMicrosoft CORP股票-科技8.43%-2.32%+3.24%
3CBChubb Limited股票-金融7.39%+0.31%+0.84%
4EPDEnterprise Products Partners股票-能源6.70%+1.14%+2.87%
5BRK-BBerkshire Hathaway Inc-cl B股票-其他6.54%-0.43%-0.85%
6AVGOBroadcom INC股票-科技5.19%-0.64%+0.37%
7ESLTElbit Systems Ltd.股票-工业5.19%+1.78%+4.30%
8ETEnergy Transfer LP股票-能源4.50%+0.69%+1.86%
9JNJJohnson & Johnson股票-医疗保健4.28%+0.76%+3.74%
10SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.69%-0.14%+0.48%
11MELIMercadolibre INC股票-周期性消费2.62%-0.17%+10.18%
12MCOMoody's CORP股票-金融2.61%-0.07%+14.82%
13KTOSKratos Defense & Security股票-工业2.51%-0.09%+4.77%
14AAPLApple INC股票-科技2.34%-0.12%+2.71%
15TDYTeledyne Technologies INC股票-科技2.14%+0.37%+2.92%
16AMZNAmazon.com INC股票-周期性消费2.09%+0.02%+13.22%
17VOVanguard Mid-cap ETFETF-其他1.90%-0.02%+0.58%
18EQTEqt CORP股票-能源1.80%+0.41%+9.56%
19DEDeere & Co股票-工业1.76%+0.40%+8.15%
20ACGLArch Capital Group Ltd.股票-金融1.71%+0.12%+8.19%
21EEMIshares Msci Emerging MarketETF-新兴市场1.34%+0.15%+8.96%
22BRK-ABerkshire Hathaway Inc-cl A股票-其他1.31%-0.08%—
23CVXChevron CORP股票-能源1.21%+0.49%+24.95%
24VVisa Inc-class A Shares股票-金融0.91%+0.10%+30.15%
25NVDANvidia CORP股票-科技0.84%-0.03%+4.66%
26IWMIshares Russell 2000 ETFETF-中小型股0.80%-0.02%-2.07%
27PFFIshares Preferred & Income SETF-其他0.69%—+2.05%
28VSTVistra CORP股票-公用事业0.57%-0.06%-2.12%
29HONHoneywell International INC股票-工业0.46%+0.46%NEW
30INTCIntel CORP股票-科技0.34%+0.34%NEW
31DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.33%-0.02%—
32XOMExxon Mobil CORP股票-能源0.32%+0.13%+17.83%
33IVVIshares Core S&p 500 ETFETF-大型股与成长0.21%-0.02%—
34SCCOSouthern Copper CORP股票-原材料0.21%+0.21%NEW
35BACBank Of America CORP股票-金融0.19%-0.03%+0.48%
36GOOGAlphabet Inc-cl C股票-通信服务0.19%-0.02%—
37DVYIshares Select Dividend ETFETF-其他0.16%+0.01%—
38ENBEnbridge INC股票-能源0.16%+0.02%—
39PLTRPalantir Technologies Inc-a股票-科技0.14%-0.02%+8.12%
40TSLATesla INC股票-周期性消费0.14%-0.02%+3.97%
41JPMJpmorgan Chase & Co股票-金融0.13%-0.02%-2.03%
42UNHUnitedhealth Group INC股票-医疗保健0.13%-0.03%—
43SPLVInvesco S&p 500 Low VolatiliETF-大型股与成长0.12%——
44RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.12%——
45VOOVanguard S&p 500 ETFETF-大型股与成长0.11%—+4.04%
46AMATApplied Materials INC股票-科技0.11%+0.11%NEW
47IJHIshares Core S&p Midcap ETFETF-其他0.11%——
48ACWXIshares Msci Acwi Ex US ETFETF-其他0.11%——
49AXPAmerican Express Co股票-金融0.10%-0.01%+7.28%
50IWFIshares Russell 1000 GrowthETF-其他0.10%-0.01%—
1–50 of 52

本季持股变动

Fogel Capital Management, INC. 在 2026-03-31 最显著的持仓异动： 清仓: Conocophillips (COP); 新建仓: Honeywell International INC (HON); 新建仓: Intel CORP (INTC); 新建仓: Southern Copper CORP (SCCO); 新建仓: Applied Materials INC (AMAT).

Fogel Capital 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
1ESLTElbit Systems Ltd.+1.8%+4.30%加仓
2EPDEnterprise Products Partners+1.1%+2.87%加仓
3JNJJohnson & Johnson+0.8%+3.74%加仓
4ETEnergy Transfer LP+0.7%+1.86%加仓
5CVXChevron CORP+0.5%+24.95%加仓
6EQTEqt CORP+0.4%+9.56%加仓
7DEDeere & Co+0.4%+8.15%加仓
8TDYTeledyne Technologies INC+0.4%+2.92%加仓
9CBChubb Limited+0.3%+0.84%加仓
10EEMIshares Msci Emerging Market+0.2%+8.96%加仓
11XOMExxon Mobil CORP+0.1%+17.83%加仓
12ACGLArch Capital Group Ltd.+0.1%+8.19%加仓
13VVisa Inc-class A Shares+0.1%+30.15%加仓
14AMZNAmazon.com INC0%+13.22%加仓
15ENBEnbridge INC0%—不变
16DVYIshares Select Dividend ETF0%—不变
17SPLVInvesco S&p 500 Low Volatili——不变
18AXPAmerican Express Co0%+7.28%加仓
19IWFIshares Russell 1000 Growth0%—不变
20TSLATesla INC0%+3.97%加仓
21PLTRPalantir Technologies Inc-a0%+8.12%加仓
22GOOGAlphabet Inc-cl C0%—不变
23JPMJpmorgan Chase & Co0%-2.03%减仓
24DIASs Spdr Dow Jones Indus Avg0%—不变
25IWMIshares Russell 2000 ETF0%-2.07%减仓
26IVVIshares Core S&p 500 ETF0%—不变
27VOVanguard Mid-cap ETF0%+0.58%加仓
28METAMeta Platforms Inc-class A0%-12.68%减仓
29UNHUnitedhealth Group INC0%—不变
30BACBank Of America CORP0%+0.48%加仓
31NVDANvidia CORP0%+4.66%加仓
32VSTVistra CORP-0.1%-2.12%减仓
33MCOMoody's CORP-0.1%+14.82%加仓
34BRK-ABerkshire Hathaway Inc-cl A-0.1%—不变
35KTOSKratos Defense & Security-0.1%+4.77%加仓
36AAPLApple INC-0.1%+2.71%加仓
37SPYSs Spdr S&p 500 ETF Trust-us-0.1%+0.48%加仓
38MELIMercadolibre INC-0.2%+10.18%加仓
39BRK-BBerkshire Hathaway Inc-cl B-0.4%-0.85%减仓
40AVGOBroadcom INC-0.6%+0.37%加仓
41GOOGLAlphabet Inc-cl A-1.4%+0.93%加仓
42MSFTMicrosoft CORP-2.3%+3.24%加仓
43COPConocophillips—EXIT清仓
44HONHoneywell International INC—NEW新建仓
45INTCIntel CORP—NEW新建仓
46SCCOSouthern Copper CORP—NEW新建仓
47AMATApplied Materials INC—NEW新建仓
48ARKBArk 21shares Bitcoin ETF—EXIT清仓
49LLYEli Lilly & Co—EXIT清仓
50NEENextera Energy INC—NEW新建仓

FAQ

Fogel Capital Management, INC. 是什么机构？属于哪种投资人类型？
Fogel Capital 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$2.2亿，分布在 52 个已申报仓位之中。
Fogel Capital Management, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Fogel Capital Management, INC. 按市值排列的前几大持股为： 1. Alphabet Inc-cl A (GOOGL) — US$3447.1万 (15.8%) 2. Microsoft CORP (MSFT) — US$1842.6万 (8.4%) 3. Chubb Limited (CB) — US$1616.5万 (7.4%) 4. Enterprise Products Partners (EPD) — US$1465.4万 (6.7%) 5. Berkshire Hathaway Inc-cl B (BRK-B) — US$1430.4万 (6.5%)
Fogel Capital 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，Fogel Capital Management, INC. 共进行了 41 项显著调整：新建仓 5 个仓位、加仓 28 个既有持股、减仓 5 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：清仓: Conocophillips (COP); 新建仓: Honeywell International INC (HON); 新建仓: Intel CORP (INTC); 新建仓: Southern Copper CORP (SCCO); 新建仓: Applied Materials INC (AMAT)
Fogel Capital 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，Fogel Capital Management, INC. 的主要板块分布如下： • Financials: 21.8% • Information Technology: 21.7% • Communication Services: 17.9% • Energy: 16.3% • Industrials: 11.0% • Consumer Discretionary: 5.4%