Mccarter Private Wealth Services LLC

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$2.3亿

申报季度: 2026-03-31 · 持股只数: 284

MCCARTER PRIVATE WEALTH SERVICES LLC在最新一期 13F 报告中披露了 284 项持股，申报期为 2026-03-31，总持股市值约为 US$2.3亿，季度换手率为 21.3%。

机构性格雪花图

集中度: 6.52
持仓稳定性: 21.31
动能／逆势: 100
行业集中度: 39.75
多样化: 100
仓位均衡度: 86.58

近期动向

减仓 MSFT
-0.2%　-US$255.4万
减仓 AVGO
-4.6%　-US$219.4万
减仓 NVO
-54.4%　-US$214.2万
减仓 FANG
-75.2%　-US$188.0万
加仓 NEE
+205.8%　US$158.3万
加仓 LLY
+255.8%　US$124.4万

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

仅显示前 171 大持股（共 284 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	AVGO	Broadcom INC	股票-科技	5.53%	-1.18%	-4.62%
2	MSFT	Microsoft CORP	股票-科技	3.59%	-1.26%	-0.24%
3	TJX	Tjx Companies INC	股票-周期性消费	3.08%	—	-1.94%
4	AEM	Agnico Eagle Mines LTD	股票-原材料	2.96%	+0.33%	-2.89%
5	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.55%	-0.23%	-0.63%
6	TRV	Travelers Cos Inc/the	股票-金融	2.52%	—	+2.71%
7	GOOGL	Alphabet Inc-cl A	股票-通信服务	2.46%	-0.21%	+3.59%
8	AZO	Autozone INC	股票-周期性消费	2.45%	—	-3.47%
9	COST	Costco Wholesale CORP	股票-非周期性消费	2.39%	+0.27%	+0.69%
10	MA	Mastercard INC - A	股票-金融	2.36%	-0.49%	-2.16%
11	RTX	Rtx CORP	股票-工业	2.30%	+0.09%	+2.32%
12	IJH	Ishares Core S&p Midcap ETF	ETF-其他	2.04%	-0.26%	-10.19%
13	CVX	Chevron CORP	股票-能源	2.00%	+0.51%	+2.35%
14	GOOG	Alphabet Inc-cl C	股票-通信服务	1.98%	-0.38%	-5.29%
15	JPM	Jpmorgan Chase & Co	股票-金融	1.94%	—	+6.69%
16	TMO	Thermo Fisher Scientific INC	股票-医疗保健	1.78%	-0.30%	+4.38%
17	PG	Procter & Gamble Co/the	股票-非周期性消费	1.67%	—	+1.19%
18	AAPL	Apple INC	股票-科技	1.62%	—	+2.85%
19	EFA	Ishares Msci Eafe ETF	ETF-其他	1.41%	—	-1.90%
20	VRT	Vertiv Holdings Co-a	股票-工业	1.36%	+0.50%	+6.07%
21	VRTX	Vertex Pharmaceuticals INC	股票-医疗保健	1.30%	—	+7.09%
22	AMZN	Amazon.com INC	股票-周期性消费	1.28%	—	+5.73%
23	PANW	Palo Alto Networks INC	股票-科技	1.24%	—	+6.49%
24	SLV	Ishares Silver Trust	ETF-避险与商品	1.16%	—	—
25	ETN	Eaton Corporation plc	股票-工业	1.15%	+0.15%	+6.45%
26	META	Meta Platforms Inc-class A	股票-通信服务	1.15%	—	+8.29%
27	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-其他	1.02%	+0.29%	+33.62%
28	VB	Vanguard Small-cap ETF	ETF-其他	0.99%	—	+9.91%
29	NXPI	NXP Semiconductors N.V.	股票-科技	0.97%	—	-1.09%
30	DELL	Dell Technologies -c	股票-科技	0.96%	+0.33%	+20.81%
31	NEE	Nextera Energy INC	股票-公用事业	0.96%	+0.68%	+205.75%
32	NFLX	Netflix INC	股票-通信服务	0.91%	+0.91%	NEW
33	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.90%	—	—
34	NVDA	Nvidia CORP	股票-科技	0.83%	—	+5.68%
35	GEV	GE Vernova INC	股票-工业	0.83%	+0.25%	+10.83%
36	TT	Trane Technologies plc	股票-工业	0.81%	—	+6.08%
37	LLY	Eli Lilly & Co	股票-医疗保健	0.81%	+0.54%	+255.83%
38	AXP	American Express Co	股票-金融	0.79%	-0.21%	+0.17%
39	XOM	Exxon Mobil CORP	股票-能源	0.78%	+0.35%	+34.28%
40	IEUR	Ishares Core Msci Europe ETF	ETF-其他	0.76%	—	+1.74%
41	IPAC	Ishares Core Msci Pacific Et	ETF-其他	0.74%	+0.14%	+20.79%
42	ABBV	Abbvie INC	股票-医疗保健	0.74%	—	+10.68%
43	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.70%	—	+2.21%
44	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.69%	—	-14.49%
45	JNJ	Johnson & Johnson	股票-医疗保健	0.68%	+0.17%	+15.54%
46	VLO	Valero Energy CORP	股票-能源	0.65%	+0.23%	+5.57%
47	EW	Edwards Lifesciences CORP	股票-医疗保健	0.65%	-0.36%	-29.20%
48	PEP	Pepsico INC	股票-非周期性消费	0.65%	—	+11.58%
49	GDX	Vaneck Gold Miners ETF	ETF-避险与商品	0.63%	—	-11.56%
50	V	Visa Inc-class A Shares	股票-金融	0.61%	—	+12.85%

1–50 of 171

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	284	US$2.3亿	21	1AVGO 2MSFT 3TJX 主要持股2026-03-31 1.AVGO 2.MSFT 3.TJX 4.AEM 5.IVV 6.TRV 7.GOOGL 8.AZO 9.COST 10.MA
2025-12-31	257	US$2.2亿	20	1AVGO 2MSFT 3TJX 主要持股2025-12-31 1.AVGO 2.MSFT 3.TJX 4.MA 5.IVV 6.GOOGL 7.AZO 8.AEM 9.TRV 10.GOOG
2025-09-30	216	US$2.0亿	37	1AVGO 2MSFT 3AZO 主要持股2025-09-30 1.AVGO 2.MSFT 3.AZO 4.TJX 5.MA 6.AEM 7.IVV 8.TRV 9.COST 10.JPM
2025-06-30	187	US$1.7亿	0	1AVGO 2MSFT 3AZO 主要持股2025-06-30 1.AVGO 2.MSFT 3.AZO 4.MA 5.TJX 6.COST 7.TRV 8.IVV 9.NVO 10.JPM
2025-03-31	167	US$1.5亿	0	1AVGO 2MSFT 3AZO 主要持股2025-03-31 1.AVGO 2.MSFT 3.AZO 4.MA 5.TJX 6.TRV 7.COST 8.FBND 9.TMO 10.PG
2024-12-31	166	US$1.6亿	0	1AVGO 2MSFT 3MA 主要持股2024-12-31 1.AVGO 2.MSFT 3.MA 4.GOOGL 5.AZO 6.TJX 7.COST 8.TRV 9.NVO 10.TMO
2024-09-30	164	US$1.6亿	0	1AVGO 2MSFT 3NVO 主要持股2024-09-30 1.AVGO 2.MSFT 3.NVO 4.MA 5.AZO 6.TJX 7.TMO 8.COST 9.NXPI 10.TRV

本季持股变动

Mccarter Private Wealth Services LLC 在 2026-03-31 最显著的持仓异动：新建仓: Netflix INC (NFLX); 清仓: Reddit Inc-cl A (RDDT); 清仓: Putnam Emr Mrkt Ex China ETF (PEMX); 清仓: Arch Capital Group Ltd. (ACGL); 新建仓: Dr Horton INC (DHI).

Mccarter Private Wealth Services LLC 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
1	NEE	Nextera Energy INC	+0.7%	+205.75%	加仓
2	LLY	Eli Lilly & Co	+0.5%	+255.83%	加仓
3	CVX	Chevron CORP	+0.5%	+2.35%	加仓
4	VRT	Vertiv Holdings Co-a	+0.5%	+6.07%	加仓
5	XOM	Exxon Mobil CORP	+0.4%	+34.28%	加仓
6	AEM	Agnico Eagle Mines LTD	+0.3%	-2.89%	减仓
7	DELL	Dell Technologies -c	+0.3%	+20.81%	加仓
8	EMXC	Ishares Msci Emr Mrk Ex Chna	+0.3%	+33.62%	加仓
9	COST	Costco Wholesale CORP	+0.3%	+0.69%	加仓
10	GEV	GE Vernova INC	+0.3%	+10.83%	加仓
11	VLO	Valero Energy CORP	+0.2%	+5.57%	加仓
12	DE	Deere & Co	+0.2%	+45.15%	加仓
13	CIEN	Ciena CORP	+0.2%	+3.84%	加仓
14	JNJ	Johnson & Johnson	+0.2%	+15.54%	加仓
15	ETN	Eaton Corporation plc	+0.2%	+6.45%	加仓
16	IPAC	Ishares Core Msci Pacific Et	+0.1%	+20.79%	加仓
17	PSX	Phillips 66	+0.1%	+9.35%	加仓
18	SU	Suncor Energy INC	+0.1%	—	不变
19	CSPF	C&s Pref & Income Active ETF	+0.1%	+25.35%	加仓
20	RTX	Rtx CORP	+0.1%	+2.32%	加仓
21	DIS	Walt Disney Co/the	-0.2%	-53.13%	减仓
22	DHR	Danaher CORP	-0.2%	-26.38%	减仓
23	NEM	Newmont CORP	-0.2%	-40.80%	减仓
24	AXP	American Express Co	-0.2%	+0.17%	加仓
25	GOOGL	Alphabet Inc-cl A	-0.2%	+3.59%	加仓
26	IVV	Ishares Core S&p 500 ETF	-0.2%	-0.63%	减仓
27	IJH	Ishares Core S&p Midcap ETF	-0.3%	-10.19%	减仓
28	TMO	Thermo Fisher Scientific INC	-0.3%	+4.38%	加仓
29	EW	Edwards Lifesciences CORP	-0.4%	-29.20%	减仓
30	GOOG	Alphabet Inc-cl C	-0.4%	-5.29%	减仓
31	MA	Mastercard INC - A	-0.5%	-2.16%	减仓
32	FANG	Diamondback Energy INC	-0.9%	-75.21%	减仓
33	NVO	Novo-nordisk A/s-spons Adr	-1%	-54.44%	减仓
34	AVGO	Broadcom INC	-1.2%	-4.62%	减仓
35	MSFT	Microsoft CORP	-1.3%	-0.24%	减仓
36	NFLX	Netflix INC	—	NEW	新建仓
37	RDDT	Reddit Inc-cl A	—	EXIT	清仓
38	PEMX	Putnam Emr Mrkt Ex China ETF	—	EXIT	清仓
39	ACGL	Arch Capital Group Ltd.	—	EXIT	清仓
40	DHI	Dr Horton INC	—	NEW	新建仓
41	TXT	Textron INC	—	NEW	新建仓
42	FCX	Freeport-mcmoran INC	—	NEW	新建仓
43	HOOD	Robinhood Markets INC - A	—	NEW	新建仓
44	SOFI	Sofi Technologies INC	—	EXIT	清仓
45	LNG	Cheniere Energy INC	—	EXIT	清仓
46	PWR	Quanta Services INC	—	NEW	新建仓
47	FIS	Fidelity National Info Serv	—	EXIT	清仓
48	BG	Bunge Global SA	—	NEW	新建仓
49	AKAM	Akamai Technologies INC	—	NEW	新建仓
50	COP	Conocophillips	—	NEW	新建仓

FAQ

Mccarter Private Wealth Services LLC 是什么机构？属于哪种投资人类型？

Mccarter Private Wealth Services LLC 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$2.3亿，分布在 284 个已申报仓位之中。

Mccarter Private Wealth Services LLC 目前前几大持股有哪些？

根据最新 13F 申报，Mccarter Private Wealth Services LLC 按市值排列的前几大持股为： 1. Broadcom INC (AVGO) — US$1272.6万 (5.5%) 2. Microsoft CORP (MSFT) — US$824.6万 (3.6%) 3. Tjx Companies INC (TJX) — US$707.8万 (3.1%) 4. Agnico Eagle Mines LTD (AEM) — US$680.2万 (3.0%) 5. Ishares Core S&p 500 ETF (IVV) — US$586.1万 (2.5%)

Mccarter Private Wealth Services LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Mccarter Private Wealth Services LLC 共进行了 49 项显著调整：新建仓 9 个仓位、加仓 21 个既有持股、减仓 13 个仓位，并完全清仓 6 个持股。其中幅度最大的异动：新建仓: Netflix INC (NFLX); 清仓: Reddit Inc-cl A (RDDT); 清仓: Putnam Emr Mrkt Ex China ETF (PEMX); 清仓: Arch Capital Group Ltd. (ACGL); 新建仓: Dr Horton INC (DHI)

Mccarter Private Wealth Services LLC 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，Mccarter Private Wealth Services LLC 的主要板块分布如下： • Information Technology: 23.6% • Financials: 13.6% • Industrials: 11.8% • Health Care: 11.3% • Consumer Discretionary: 11.0% • Communication Services: 8.8%