PF

Putney Financial Group LLC

分散型投資策略趨勢追蹤型產業集中型

申報總市值

US$9926.8萬

申報季度: 2026-03-31 · 持股檔數: 84

Putney Financial Group LLC在最新一期 13F 報告中揭露了 84 項持股，申報期為 2026-03-31，總持股市值約為 US$9926.8萬，季度換手率為 23.7%。

機構性格雪花圖

集中度
28.62
持倉穩定性
23.71
動能／逆勢
100
產業集中度
79.22
多樣化
100
倉位均衡度
77.48

近期動向

  • 減碼 AAPL

    -9.3%　-US$386.5萬

  • 減碼 MSFT

    -4.6%　-US$193.5萬

  • 加碼 JEPQ

    +77.9%　US$67.0萬

  • 減碼 GOOGL

    -5.4%　-US$153.1萬

  • 加碼 VEA

    +75.5%　US$51.8萬

  • 減碼 SHOP

    -0.5%　-US$73.1萬

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
1AAPLApple INC股票-科技21.56%-2.06%-9.27%
2GOOGLAlphabet Inc-cl A股票-通訊服務10.21%-0.69%-5.45%
3AMZNAmazon.com INC股票-循環性消費6.97%-0.52%-4.39%
4MSFTMicrosoft CORP股票-科技5.28%-1.43%-4.56%
5NVDANvidia CORP股票-科技3.39%-0.13%-4.36%
6MAMastercard INC - A股票-金融2.65%-0.29%-4.47%
7TSMTaiwan Semiconductor-sp Adr股票-科技2.47%+0.39%-0.63%
8SHOPShopify INC - Class A股票-科技2.02%-0.54%-0.52%
9ABBVAbbvie INC股票-醫療保健1.70%+0.04%-0.64%
10ANETArista Networks INC股票-科技1.69%-0.06%-4.46%
11JEPQJPM Nasdaq Equity PremiumETF-科技型1.64%+0.74%+77.95%
12VVisa Inc-class A Shares股票-金融1.55%-0.20%-4.73%
13BRK-BBerkshire Hathaway Inc-cl B股票-其他1.49%—-0.32%
14GEGeneral Electric股票-工業1.48%-0.02%-0.38%
15COSTCostco Wholesale CORP股票-非循環性消費1.47%+0.27%-1.55%
16GEVGE Vernova INC股票-工業1.39%+0.52%+10.34%
17NETCloudflare INC - Class A股票-科技1.29%+0.21%+5.89%
18LLYEli Lilly & Co股票-醫療保健1.27%-0.13%-2.22%
19IBMIntl Business Machines CORP股票-科技1.22%-0.21%-3.41%
20CRWDCrowdstrike Holdings INC - A股票-科技1.21%-0.10%+3.08%
21VEAVanguard Ftse Developed ETFETF-其他1.17%+0.56%+75.50%
22ALLAllstate CORP股票-金融1.13%+1.13%NEW
23CPRTCopart INC股票-工業1.01%-0.41%-22.16%
24LMTLockheed Martin CORP股票-工業0.95%+0.24%-0.57%
25AMDAdvanced Micro Devices股票-科技0.88%+0.16%+19.32%
26JPMJpmorgan Chase & Co股票-金融0.82%—+14.26%
27INTCIntel CORP股票-科技0.81%+0.23%+7.75%
28XOMExxon Mobil CORP股票-能源0.76%+0.26%—
29VWOVanguard Ftse Emerging MarkeETF-新興市場0.73%+0.73%NEW
30FCXFreeport-mcmoran INC股票-原物料0.70%+0.30%+40.29%
31JNJJohnson & Johnson股票-醫療保健0.62%—-7.34%
32VTVVanguard Value ETFETF-其他0.61%—+6.17%
33COHRCoherent CORP股票-科技0.58%+0.58%NEW
34IBKRInteractive Brokers Gro-cl A股票-金融0.57%—-0.59%
35EMEEmcor Group INC股票-工業0.56%+0.56%NEW
36CLHClean Harbors INC股票-工業0.54%—-8.10%
37UNPUnion Pacific CORP股票-工業0.54%-0.33%-45.44%
38NUENucor CORP股票-原物料0.50%—+9.49%
39NEENextera Energy INC股票-公用事業0.49%—-4.17%
40SPHRSphere Entertainment Co股票-通訊服務0.48%—-8.94%
41MOAltria Group INC股票-非循環性消費0.46%——
42ABTAbbott Laboratories股票-醫療保健0.46%-0.10%-6.92%
43DEDeere & Co股票-工業0.43%—-1.42%
44NFLXNetflix INC股票-通訊服務0.42%——
45CMECme Group INC股票-金融0.39%—-5.78%
46NOCNorthrop Grumman CORP股票-工業0.38%+0.13%+19.23%
47IRMIron Mountain INC股票-房地產0.38%—-10.30%
48PEPPepsico INC股票-非循環性消費0.38%—-5.33%
49CVXChevron CORP股票-能源0.37%+0.11%-3.51%
50IWFIshares Russell 1000 GrowthETF-其他0.36%——
1–50 of 84

本季持股變動

Putney Financial Group LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Allstate CORP (ALL); 新建倉: Vanguard Ftse Emerging Marke (VWO); 新建倉: Coherent CORP (COHR); 新建倉: Emcor Group INC (EME); 清倉: Qualcomm INC (QCOM).

Putney Financial Group LLC 於截至 2026-03-31 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
1JEPQJPM Nasdaq Equity Premium+0.7%+77.95%加碼
2VEAVanguard Ftse Developed ETF+0.6%+75.50%加碼
3GEVGE Vernova INC+0.5%+10.34%加碼
4TSMTaiwan Semiconductor-sp Adr+0.4%-0.63%減碼
5FCXFreeport-mcmoran INC+0.3%+40.29%加碼
6COSTCostco Wholesale CORP+0.3%-1.55%減碼
7XOMExxon Mobil CORP+0.3%—不變
8LMTLockheed Martin CORP+0.2%-0.57%減碼
9INTCIntel CORP+0.2%+7.75%加碼
10NETCloudflare INC - Class A+0.2%+5.89%加碼
11AMDAdvanced Micro Devices+0.2%+19.32%加碼
12NOCNorthrop Grumman CORP+0.1%+19.23%加碼
13CVXChevron CORP+0.1%-3.51%減碼
14ABBVAbbvie INC0%-0.64%減碼
15GEGeneral Electric0%-0.38%減碼
16ANETArista Networks INC-0.1%-4.46%減碼
17ADPAutomatic Data Processing-0.1%-10.64%減碼
18CRWDCrowdstrike Holdings INC - A-0.1%+3.08%加碼
19ABTAbbott Laboratories-0.1%-6.92%減碼
20AGGIshares Core U.s. Aggregate-0.1%-26.78%減碼
21ADBEAdobe INC-0.1%-3.67%減碼
22NVDANvidia CORP-0.1%-4.36%減碼
23LLYEli Lilly & Co-0.1%-2.22%減碼
24TTDTrade Desk Inc/the -class A-0.2%-0.62%減碼
25VVisa Inc-class A Shares-0.2%-4.73%減碼
26TSLATesla INC-0.2%-38.34%減碼
27IBMIntl Business Machines CORP-0.2%-3.41%減碼
28DHRDanaher CORP-0.2%-44.26%減碼
29MAMastercard INC - A-0.3%-4.47%減碼
30UNPUnion Pacific CORP-0.3%-45.44%減碼
31CPRTCopart INC-0.4%-22.16%減碼
32CRMSalesforce INC-0.5%-50.20%減碼
33AMZNAmazon.com INC-0.5%-4.39%減碼
34SHOPShopify INC - Class A-0.5%-0.52%減碼
35GOOGLAlphabet Inc-cl A-0.7%-5.45%減碼
36MSFTMicrosoft CORP-1.4%-4.56%減碼
37AAPLApple INC-2.1%-9.27%減碼
38ALLAllstate CORP—NEW新建倉
39VWOVanguard Ftse Emerging Marke—NEW新建倉
40COHRCoherent CORP—NEW新建倉
41EMEEmcor Group INC—NEW新建倉
42QCOMQualcomm INC—EXIT清倉
43DELLDell Technologies -c—NEW新建倉
44AAAlcoa CORP—NEW新建倉
45XYLXylem INC—EXIT清倉
46BSXBoston Scientific CORP—EXIT清倉
47JEPIJpmorgan Equity Premium Inco—NEW新建倉
48INTUIntuit INC—EXIT清倉
49OKLOOklo INC—NEW新建倉
50MCKMckesson CORP—NEW新建倉

FAQ

Putney Financial Group LLC 是什麼機構？屬於哪種投資人類型？
Putney Financial Group 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$9926.8萬，分佈在 84 個已申報部位之中。
Putney Financial Group LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Putney Financial Group LLC 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$2140.0萬 (21.6%) 2. Alphabet Inc-cl A (GOOGL) — US$1013.1萬 (10.2%) 3. Amazon.com INC (AMZN) — US$692.4萬 (7.0%) 4. Microsoft CORP (MSFT) — US$524.4萬 (5.3%) 5. Nvidia CORP (NVDA) — US$336.6萬 (3.4%)
Putney Financial Group LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Putney Financial Group LLC 共進行了 49 項顯著調整：新建倉 9 個部位、加碼 9 個既有持股、減碼 27 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：新建倉: Allstate CORP (ALL); 新建倉: Vanguard Ftse Emerging Marke (VWO); 新建倉: Coherent CORP (COHR); 新建倉: Emcor Group INC (EME); 清倉: Qualcomm INC (QCOM)
Putney Financial Group 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，Putney Financial Group LLC 的主要板塊分佈如下： • Information Technology: 46.8% • Communication Services: 12.5% • Industrials: 9.8% • Financials: 9.4% • Consumer Discretionary: 7.9% • Health Care: 5.9%