AI

Ables, Iannone, Moore & Associates, INC.

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$1.9億

申報季度: 2026-06-30 · 持股檔數: 62

ABLES, IANNONE, MOORE & ASSOCIATES, INC.在最新一期 13F 報告中揭露了 62 項持股，申報期為 2026-06-30，總持股市值約為 US$1.9億，季度換手率為 14.0%。

機構性格雪花圖

集中度
26.18
持倉穩定性
14.03
動能／逆勢
100
產業集中度
54.12
多樣化
100
倉位均衡度
82.37

近期動向

  • 加碼 GOOGL

    -2.0%　US$375.2萬

  • 加碼 AAPL

    +1.8%　US$379.2萬

  • 減碼 MSFT

    -1.6%　-US$5.8萬

  • 減碼 TTD

    -44.0%　-US$63.8萬

  • 加碼 UNH

    -6.9%　US$99.8萬

  • 新建倉 CAT

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1AAPLApple INC股票-科技14.62%+0.56%+1.78%
2NVDANvidia CORP股票-科技11.46%-0.17%-4.15%
3GOOGLAlphabet Inc-cl A股票-通訊服務11.19%+0.93%-2.02%
4AMZNAmazon.com INC股票-循環性消費8.72%-0.02%-2.63%
5JPMJpmorgan Chase & Co股票-金融4.27%-0.07%-1.24%
6VVisa Inc-class A Shares股票-金融4.07%-0.05%-2.87%
7MSFTMicrosoft CORP股票-科技3.58%-0.45%-1.62%
8HDHome Depot INC股票-循環性消費3.36%+0.11%+7.46%
9BACBank Of America CORP股票-金融2.90%-0.02%-5.08%
10GOOGAlphabet Inc-cl C股票-通訊服務2.55%+0.27%+1.09%
11AMTAmerican Tower CORP股票-房地產1.98%-0.27%+3.56%
12BRK-BBerkshire Hathaway Inc-cl B股票-其他1.95%-0.11%+1.15%
13UNHUnitedhealth Group INC股票-醫療保健1.77%+0.39%-6.85%
14VMCVulcan Materials Co股票-原物料1.73%-0.08%-1.35%
15JNJJohnson & Johnson股票-醫療保健1.61%-0.06%+4.00%
16UPSUnited Parcel Service-cl B股票-工業1.50%-0.09%-3.49%
17DEDeere & Co股票-工業1.36%+0.09%+5.71%
18MCDMcdonald's CORP股票-循環性消費1.13%-0.31%+0.45%
19TSMTaiwan Semiconductor-sp Adr股票-科技1.08%+0.22%-1.49%
20COSTCostco Wholesale CORP股票-非循環性消費1.02%-0.19%—
21CSXCsx CORP股票-工業0.96%+0.01%-2.39%
22VLOValero Energy CORP股票-能源0.94%-0.07%-1.76%
23SBILSimplify Govt Mny Mrkt ETFETF-其他0.90%+0.37%+89.98%
24LLYEli Lilly & Co股票-醫療保健0.86%+0.11%-1.97%
25TSLATesla INC股票-循環性消費0.82%—-1.75%
26QQQInvesco Qqq Trust Series 1ETF-科技型0.80%+0.10%-0.93%
27WTSWatts Water Technologies-a股票-工業0.78%+0.11%-3.00%
28AMLPAlerian Mlp ETFETF-其他0.68%—-1.16%
29WMWaste Management INC股票-工業0.67%-0.11%-1.45%
30CVXChevron CORP股票-能源0.66%-0.28%-2.16%
31STZConstellation Brands Inc-a股票-非循環性消費0.61%-0.14%-1.39%
32PEPPepsico INC股票-非循環性消費0.61%-0.19%-3.23%
33AMGNAmgen INC股票-醫療保健0.55%——
34XOMExxon Mobil CORP股票-能源0.54%-0.21%+0.36%
35IVVIshares Core S&p 500 ETFETF-大型股與成長0.48%+0.01%-0.33%
36MAAMid-america Apartment Comm股票-房地產0.47%+0.03%+6.06%
37SOSouthern Co/the股票-公用事業0.45%—+4.99%
38DUKDuke Energy CORP股票-公用事業0.45%—+1.22%
39DDominion Energy INC股票-公用事業0.44%-0.01%+0.12%
40ABNBAirbnb Inc-class A股票-循環性消費0.44%—-9.05%
41NEENextera Energy INC股票-公用事業0.42%-0.08%+0.73%
42UBERUber Technologies INC股票-工業0.40%+0.03%+19.41%
43CATCaterpillar INC股票-工業0.39%+0.39%NEW
44MARMarriott International -cl A股票-循環性消費0.37%-0.01%-5.41%
45ONBOld National Bancorp股票-金融0.34%+0.02%—
46IBITIshares Bitcoin Trust ETFETF-加密貨幣0.34%-0.12%-6.13%
47LINLinde plc股票-原物料0.33%——
48CBChubb Limited股票-金融0.28%——
49TTDTrade Desk Inc/the -class A股票-通訊服務0.27%-0.41%-44.04%
50GSGoldman Sachs Group INC股票-金融0.27%-0.01%-9.12%
1–50 of 62

本季持股變動

Ables, Iannone, Moore & Associates, INC. 在 2026-06-30 最顯著的持倉異動： 新建倉: Caterpillar INC (CAT); 新建倉: Micron Technology INC (MU); 新建倉: Ishrs Sys Alt Act ETF (IALT); 清倉: Ishares Flex I A Etf-usd INC (BINC); 新建倉: 3m Co (MMM).

Ables, Iannone, Moore & Associates, INC. 於截至 2026-06-30 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1GOOGLAlphabet Inc-cl A+0.9%-2.02%減碼
2AAPLApple INC+0.6%+1.78%加碼
3UNHUnitedhealth Group INC+0.4%-6.85%減碼
4CATCaterpillar INC+0.4%NEW新建倉
5SBILSimplify Govt Mny Mrkt ETF+0.4%+89.98%加碼
6GOOGAlphabet Inc-cl C+0.3%+1.09%加碼
7TSMTaiwan Semiconductor-sp Adr+0.2%-1.49%減碼
8MUMicron Technology INC+0.1%NEW新建倉
9IALTIshrs Sys Alt Act ETF+0.1%NEW新建倉
10HDHome Depot INC+0.1%+7.46%加碼
11LLYEli Lilly & Co+0.1%-1.97%減碼
12WTSWatts Water Technologies-a+0.1%-3.00%減碼
13MMM3m Co+0.1%NEW新建倉
14QQQInvesco Qqq Trust Series 1+0.1%-0.93%減碼
15DEDeere & Co+0.1%+5.71%加碼
16MAAMid-america Apartment Comm0%+6.06%加碼
17UBERUber Technologies INC0%+19.41%加碼
18WMTWalmart INC0%+37.76%加碼
19ONBOld National Bancorp0%—不變
20CSXCsx CORP0%-2.39%減碼
21IVVIshares Core S&p 500 ETF0%-0.33%減碼
22TSLATesla INC—-1.75%減碼
23DDominion Energy INC0%+0.12%加碼
24MARMarriott International -cl A0%-5.41%減碼
25GSGoldman Sachs Group INC0%-9.12%減碼
26AMZNAmazon.com INC0%-2.63%減碼
27BACBank Of America CORP0%-5.08%減碼
28VVisa Inc-class A Shares-0.1%-2.87%減碼
29KOCoca-cola Co/the-0.1%-17.73%減碼
30MTBASimplify Mbs ETF-0.1%-11.47%減碼
31JNJJohnson & Johnson-0.1%+4.00%加碼
32JPMJpmorgan Chase & Co-0.1%-1.24%減碼
33VLOValero Energy CORP-0.1%-1.76%減碼
34VMCVulcan Materials Co-0.1%-1.35%減碼
35NEENextera Energy INC-0.1%+0.73%加碼
36UPSUnited Parcel Service-cl B-0.1%-3.49%減碼
37BRK-BBerkshire Hathaway Inc-cl B-0.1%+1.15%加碼
38WMWaste Management INC-0.1%-1.45%減碼
39BINCIshares Flex I A Etf-usd INC-0.1%EXIT清倉
40IBITIshares Bitcoin Trust ETF-0.1%-6.13%減碼
41STZConstellation Brands Inc-a-0.1%-1.39%減碼
42NVDANvidia CORP-0.2%-4.15%減碼
43PEPPepsico INC-0.2%-3.23%減碼
44COSTCostco Wholesale CORP-0.2%—不變
45XOMExxon Mobil CORP-0.2%+0.36%加碼
46AMTAmerican Tower CORP-0.3%+3.56%加碼
47CVXChevron CORP-0.3%-2.16%減碼
48MCDMcdonald's CORP-0.3%+0.45%加碼
49TTDTrade Desk Inc/the -class A-0.4%-44.04%減碼
50MSFTMicrosoft CORP-0.5%-1.62%減碼

FAQ

Ables, Iannone, Moore & Associates, INC. 是什麼機構？屬於哪種投資人類型？
Ables, Iannone, Moore & Associates, INC. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-06-30），該機構追蹤的股票投資組合估值約為 US$1.9億，分佈在 62 個已申報部位之中。
Ables, Iannone, Moore & Associates, INC. 目前前幾大持股有哪些？
根據最新 13F 申報，Ables, Iannone, Moore & Associates, INC. 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$2742.8萬 (14.6%) 2. Nvidia CORP (NVDA) — US$2150.1萬 (11.5%) 3. Alphabet Inc-cl A (GOOGL) — US$2099.7萬 (11.2%) 4. Amazon.com INC (AMZN) — US$1637.3萬 (8.7%) 5. Jpmorgan Chase & Co (JPM) — US$801.8萬 (4.3%)
Ables, Iannone, Moore & Associates, INC. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Ables, Iannone, Moore & Associates, INC. 共進行了 48 項顯著調整：新建倉 4 個部位、加碼 15 個既有持股、減碼 28 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Caterpillar INC (CAT); 新建倉: Micron Technology INC (MU); 新建倉: Ishrs Sys Alt Act ETF (IALT); 清倉: Ishares Flex I A Etf-usd INC (BINC); 新建倉: 3m Co (MMM)
Ables, Iannone, Moore & Associates, INC. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Ables, Iannone, Moore & Associates, INC. 的主要板塊分佈如下： • Information Technology: 32.7% • Consumer Discretionary: 15.7% • Communication Services: 14.8% • Financials: 13.0% • Industrials: 6.5% • Health Care: 5.2%