SC
Sone Capital Management, LLC
分散型投資策略趨勢追蹤型高頻交易型
申報總市值
US$11.9億
申報季度: 2026-03-31 · 持股檔數: 101
Sone Capital Management, LLC在最新一期 13F 報告中揭露了 101 項持股，申報期為 2026-03-31，總持股市值約為 US$11.9億，季度換手率為 79.7%。
機構性格雪花圖
- 集中度
- 6.71
- 持倉穩定性
- 79.66
- 動能／逆勢
- 100
- 產業集中度
- 49.61
- 多樣化
- 100
- 倉位均衡度
- 91.62
近期動向
加碼 MKTX
+1444.8% US$2451.4萬
減碼 OTIS
-68.1% -US$2482.8萬
加碼 HD
+295.8% US$2031.1萬
減碼 SYK
-92.5% -US$2126.3萬
加碼 LII
+113.2% US$1982.3萬
減碼 CSGP
-54.6% -US$2041.4萬
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 |
|---|---|---|---|---|---|---|---|
| 1 | LII | Lennox International INC | 股票-工業 | 3.27% | +1.72% | +113.21% | |
| 2 | ALLE | Allegion plc | 股票-工業 | 3.25% | — | +34.17% | |
| 3 | UNP | Union Pacific CORP | 股票-工業 | 3.24% | — | +3.31% | |
| 4 | IEX | Idex CORP | 股票-工業 | 3.24% | +3.24% | NEW | |
| 5 | FOX | Fox CORP - Class B | 股票-通訊服務 | 2.82% | -0.83% | -8.75% | |
| 6 | POOL | Pool CORP | 股票-工業 | 2.73% | — | +30.43% | |
| 7 | AWK | American Water Works Co INC | 股票-公用事業 | 2.53% | — | +4.27% | |
| 8 | DSGX | Descartes Systems Grp/the | 股票-科技 | 2.36% | +0.95% | +98.38% | |
| 9 | VLTO | Veralto CORP | 股票-工業 | 2.33% | +1.38% | +168.07% | |
| 10 | HD | Home Depot INC | 股票-循環性消費 | 2.32% | +1.73% | +295.75% | |
| 11 | ADSK | Autodesk INC | 股票-科技 | 2.26% | +0.87% | +93.88% | |
| 12 | HEI-A | Heico Corp-class A | 股票-其他 | 2.24% | — | +36.44% | |
| 13 | MKTX | Marketaxess Holdings INC | 股票-金融 | 2.22% | +2.07% | +1444.82% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.17% | — | -11.05% | |
| 15 | FERG | Ferguson Enterprises INC | 股票-工業 | 1.96% | +0.71% | +44.49% | |
| 16 | FTV | Fortive CORP | 股票-科技 | 1.94% | +1.94% | NEW | |
| 17 | TT | Trane Technologies plc | 股票-工業 | 1.89% | — | -21.24% | |
| 18 | APPF | Appfolio INC - A | 股票-科技 | 1.77% | — | +107.16% | |
| 19 | ICE | Intercontinental Exchange In | 股票-金融 | 1.76% | +0.72% | +67.63% | |
| 20 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.66% | +1.15% | +270.32% | |
| 21 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.63% | +1.63% | NEW | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 1.61% | +0.99% | +131.11% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 1.52% | — | +29.69% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.51% | +0.68% | +103.37% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | — | +47.71% | |
| 26 | ZTS | Zoetis INC | 股票-醫療保健 | 1.30% | — | +35.99% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 1.30% | +1.30% | NEW | |
| 28 | MTH | Meritage Homes CORP | 股票-循環性消費 | 1.30% | — | -23.87% | |
| 29 | INTU | Intuit INC | 股票-科技 | 1.29% | — | +28.90% | |
| 30 | FDS | Factset Research Systems INC | 股票-金融 | 1.21% | -0.93% | -26.55% | |
| 31 | ATR | Aptargroup INC | 股票-醫療保健 | 1.20% | — | +46.87% | |
| 32 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.18% | +1.01% | +602.61% | |
| 33 | XEL | Xcel Energy INC | 股票-公用事業 | 1.15% | — | -29.76% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | — | +94.36% | |
| 35 | BSY | Bentley Systems Inc-class B | 股票-科技 | 1.10% | — | -30.81% | |
| 36 | KKR | Kkr & Co INC | 股票-金融 | 1.03% | — | +49.87% | |
| 37 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 1.01% | — | -4.37% | |
| 38 | ALC | Alcon Inc. | 股票-醫療保健 | 0.99% | +0.99% | NEW | |
| 39 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.98% | — | -5.55% | |
| 40 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.92% | +0.92% | NEW | |
| 41 | AON | Aon plc | 股票-金融 | 0.85% | — | -8.22% | |
| 42 | NOW | Servicenow INC | 股票-科技 | 0.85% | +0.85% | NEW | |
| 43 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.84% | -0.72% | -51.39% | |
| 44 | APH | Amphenol Corp-cl A | 股票-科技 | 0.83% | — | -33.58% | |
| 45 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.82% | -1.98% | -68.09% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | — | +223.82% | |
| 47 | RBA | Rb Global INC | 股票-工業 | 0.81% | +0.81% | NEW | |
| 48 | STE | STERIS plc | 股票-醫療保健 | 0.81% | — | -2.22% | |
| 49 | MANH | Manhattan Associates INC | 股票-科技 | 0.80% | +0.80% | NEW | |
| 50 | PAYX | Paychex INC | 股票-科技 | 0.80% | — | +33.01% |
1–50 of 101
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
本季持股變動
Sone Capital Management, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Idex CORP (IEX); 新建倉: Fortive CORP (FTV); 清倉: Kimberly-clark CORP (KMB); 新建倉: Hershey Co/the (HSY); 清倉: Equinix INC (EQIX).
FAQ
Sone Capital Management, LLC 是什麼機構？屬於哪種投資人類型？
Sone Capital Management, LLC 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（2026-03-31），該機構追蹤的股票投資組合估值約為 US$11.9億，分佈在 101 個已申報部位之中。
Sone Capital Management, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Sone Capital Management, LLC 按市值排列的前幾大持股為：
1. Lennox International INC (LII) — US$3892.1萬 (3.3%)
2. Allegion plc (ALLE) — US$3865.4萬 (3.3%)
3. Union Pacific CORP (UNP) — US$3864.3萬 (3.2%)
4. Idex CORP (IEX) — US$3863.5萬 (3.2%)
5. Fox CORP - Class B (FOX) — US$3356.1萬 (2.8%)
Sone Capital Management, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Sone Capital Management, LLC 共進行了 50 項顯著調整：新建倉 11 個部位、加碼 12 個既有持股、減碼 14 個部位，並完全清倉 13 個持股。 其中幅度最大的異動：新建倉: Idex CORP (IEX); 新建倉: Fortive CORP (FTV); 清倉: Kimberly-clark CORP (KMB); 新建倉: Hershey Co/the (HSY); 清倉: Equinix INC (EQIX)
Sone Capital Management, LLC 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，Sone Capital Management, LLC 的主要板塊分佈如下：
• Industrials: 26.4%
• Information Technology: 21.4%
• Financials: 14.4%
• Health Care: 12.2%
• Consumer Discretionary: 8.7%
• Consumer Staples: 5.2%