LA
LOM Asset Management Ltd
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$3.5億
申報季度: 2026-03-31 · 持股檔數: 278
LOM Asset Management Ltd在最新一期 13F 報告中揭露了 278 項持股，申報期為 2026-03-31，總持股市值約為 US$3.5億，季度換手率為 14.5%。
機構性格雪花圖
- 集中度
- 5.16
- 持倉穩定性
- 14.48
- 動能／逆勢
- 100
- 產業集中度
- 44.44
- 多樣化
- 100
- 倉位均衡度
- 83.92
近期動向
減碼 MSFT
+0.9% -US$253.9萬
減碼 AVGO
-4.9% -US$238.6萬
加碼 NFLX
+326.4% US$243.5萬
減碼 GOOG
-2.8% -US$169.7萬
加碼 AMAT
-3.2% US$181.1萬
減碼 BKNG
+1.1% -US$124.9萬
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
僅顯示前 277 大持股（共 278 檔）
| # | 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 | AVGO | Broadcom INC | 股票-科技 | 3.91% | -0.72% | -4.86% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.89% | -0.52% | -2.81% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.95% | -0.24% | -0.26% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | -0.75% | +0.93% | |
| 5 | AMAT | Applied Materials INC | 股票-科技 | 2.33% | +0.51% | -3.18% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.23% | -0.14% | -0.49% | |
| 7 | ADI | Analog Devices INC | 股票-科技 | 2.10% | +0.29% | -0.36% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.08% | +0.16% | +6.21% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.05% | -0.17% | +3.13% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.20% | -0.23% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.55% | -0.11% | +0.46% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.42% | -0.25% | -1.20% | |
| 13 | BKNG | Booking Holdings INC | 股票-循環性消費 | 1.39% | -0.38% | +1.14% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.39% | -0.23% | -0.86% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.39% | -0.10% | -1.27% | |
| 16 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.39% | — | -1.29% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.35% | +0.35% | +0.30% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.29% | -0.10% | -1.86% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.26% | -0.22% | -0.94% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.24% | — | +1.24% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 1.17% | +0.29% | -1.51% | |
| 22 | HON | Honeywell International INC | 股票-工業 | 1.14% | +0.16% | +1.24% | |
| 23 | CAT | Caterpillar INC | 股票-工業 | 1.12% | +0.22% | +1.71% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 1.12% | — | -0.29% | |
| 25 | MU | Micron Technology INC | 股票-科技 | 1.12% | +0.11% | -6.27% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.11% | — | -0.64% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.08% | — | +2.75% | |
| 28 | COR | Cencora INC | 股票-醫療保健 | 1.06% | — | +3.01% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.02% | — | -0.50% | |
| 30 | RTX | Rtx CORP | 股票-工業 | 1.02% | — | +2.83% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | — | +2.64% | |
| 32 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.96% | +0.13% | +0.35% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.94% | — | +7.13% | |
| 34 | NFLX | Netflix INC | 股票-通訊服務 | 0.91% | +0.70% | +326.44% | |
| 35 | ETR | Entergy CORP | 股票-公用事業 | 0.85% | +0.15% | +0.82% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.84% | — | +10.25% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.83% | — | +1.31% | |
| 38 | SSRM | Ssr Mining INC | 股票-原物料 | 0.81% | +0.21% | — | |
| 39 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股與成長 | 0.80% | +0.09% | +10.03% | |
| 40 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.80% | — | — | |
| 41 | LRCX | Lam Research CORP | 股票-科技 | 0.79% | +0.20% | +6.73% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事業 | 0.76% | +0.11% | +1.30% | |
| 43 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 0.75% | — | -2.03% | |
| 44 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.74% | — | -1.31% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | +0.23% | +3.32% | |
| 46 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.74% | +0.24% | -1.67% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.73% | — | +0.76% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | — | +2.39% | |
| 49 | PEP | Pepsico INC | 股票-非循環性消費 | 0.72% | — | -7.14% | |
| 50 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.70% | — | +0.21% |
1–50 of 277
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
LOM Asset Management Ltd 在 2026-03-31 最顯著的持倉異動： 新建倉: Boston Scientific CORP (BSX); 清倉: Paypal Holdings INC (PYPL); 加碼: Microsoft CORP (MSFT) — 股數 +0.93%; 減碼: Broadcom INC (AVGO) — 股數 -4.86%; 加碼: Netflix INC (NFLX) — 股數 +326.44%.
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +0.7% | +326.44% | 加碼 |
| 2 | AMAT | Applied Materials INC | +0.5% | -3.18% | 減碼 |
| 3 | CVX | Chevron CORP | +0.4% | +0.30% | 加碼 |
| 4 | XLE | Ss Energy Select Sector | +0.3% | -1.51% | 減碼 |
| 5 | ADI | Analog Devices INC | +0.3% | -0.36% | 減碼 |
| 6 | MPC | Marathon Petroleum CORP | +0.2% | -1.67% | 減碼 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +3.32% | 加碼 |
| 8 | NEM | Newmont CORP | +0.2% | +218.75% | 加碼 |
| 9 | CAT | Caterpillar INC | +0.2% | +1.71% | 加碼 |
| 10 | SSRM | Ssr Mining INC | +0.2% | — | 不變 |
| 11 | LRCX | Lam Research CORP | +0.2% | +6.73% | 加碼 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.2% | +6.21% | 加碼 |
| 13 | HON | Honeywell International INC | +0.2% | +1.24% | 加碼 |
| 14 | SVM | Silvercorp Metals INC | +0.2% | — | 不變 |
| 15 | ASML | ASML Holding N.V. | +0.2% | +7.28% | 加碼 |
| 16 | ETR | Entergy CORP | +0.2% | +0.82% | 加碼 |
| 17 | IXC | Ishares Global Energy ETF | +0.2% | +629.37% | 加碼 |
| 18 | FCX | Freeport-mcmoran INC | +0.1% | +0.35% | 加碼 |
| 19 | NEE | Nextera Energy INC | +0.1% | +1.30% | 加碼 |
| 20 | DBC | Invesco Db Commodity Index T | +0.1% | — | 不變 |
| 21 | MU | Micron Technology INC | +0.1% | -6.27% | 減碼 |
| 22 | RPV | Invesco S&p 500 Pure Value E | +0.1% | +10.03% | 加碼 |
| 23 | LHX | L3harris Technologies INC | +0.1% | +2.68% | 加碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | -2.44% | 減碼 |
| 25 | FISV | Fiserv INC | -0.1% | -55.33% | 減碼 |
| 26 | MELI | Mercadolibre INC | -0.1% | -19.23% | 減碼 |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.86% | 減碼 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.27% | 減碼 |
| 29 | UNH | Unitedhealth Group INC | -0.1% | -4.41% | 減碼 |
| 30 | AAPL | Apple INC | -0.1% | +0.46% | 加碼 |
| 31 | WFC | Wells Fargo & Co | -0.1% | +1.29% | 加碼 |
| 32 | TMO | Thermo Fisher Scientific INC | -0.1% | -0.32% | 減碼 |
| 33 | CRM | Salesforce INC | -0.1% | -17.02% | 減碼 |
| 34 | QCOM | Qualcomm INC | -0.1% | -2.54% | 減碼 |
| 35 | IQV | Iqvia Holdings INC | -0.1% | -2.64% | 減碼 |
| 36 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.49% | 減碼 |
| 37 | AMZN | Amazon.com INC | -0.2% | +3.13% | 加碼 |
| 38 | JPM | Jpmorgan Chase & Co | -0.2% | -0.23% | 減碼 |
| 39 | ADBE | Adobe INC | -0.2% | -36.63% | 減碼 |
| 40 | V | Visa Inc-class A Shares | -0.2% | -0.94% | 減碼 |
| 41 | MA | Mastercard INC - A | -0.2% | -0.86% | 減碼 |
| 42 | NVDA | Nvidia CORP | -0.2% | -0.26% | 減碼 |
| 43 | DIS | Walt Disney Co/the | -0.3% | -77.88% | 減碼 |
| 44 | META | Meta Platforms Inc-class A | -0.3% | -1.20% | 減碼 |
| 45 | BKNG | Booking Holdings INC | -0.4% | +1.14% | 加碼 |
| 46 | GOOG | Alphabet Inc-cl C | -0.5% | -2.81% | 減碼 |
| 47 | AVGO | Broadcom INC | -0.7% | -4.86% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.8% | +0.93% | 加碼 |
| 49 | BSX | Boston Scientific CORP | — | NEW | 新建倉 |
| 50 | PYPL | Paypal Holdings INC | — | EXIT | 清倉 |
FAQ
LOM Asset Management Ltd 是什麼機構？屬於哪種投資人類型？
LOM Asset Management Ltd 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$3.5億，分佈在 278 個已申報部位之中。
LOM Asset Management Ltd 目前前幾大持股有哪些？
根據最新 13F 申報，LOM Asset Management Ltd 按市值排列的前幾大持股為：
1. Broadcom INC (AVGO) — US$1360.6萬 (3.9%)
2. Alphabet Inc-cl C (GOOG) — US$1351.5萬 (3.9%)
3. Nvidia CORP (NVDA) — US$1025.9萬 (3.0%)
4. Microsoft CORP (MSFT) — US$862.4萬 (2.5%)
5. Applied Materials INC (AMAT) — US$810.4萬 (2.3%)
LOM Asset Management Ltd 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，LOM Asset Management Ltd 共進行了 47 項顯著調整：新建倉 1 個部位、加碼 20 個既有持股、減碼 25 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Boston Scientific CORP (BSX); 清倉: Paypal Holdings INC (PYPL); 加碼: Microsoft CORP (MSFT) — 股數 +0.93%; 減碼: Broadcom INC (AVGO) — 股數 -4.86%; 加碼: Netflix INC (NFLX) — 股數 +326.44%
LOM Asset Management Ltd 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，LOM Asset Management Ltd 的主要板塊分佈如下：
• Information Technology: 28.2%
• Financials: 15.3%
• Consumer Discretionary: 10.8%
• Communication Services: 9.7%
• Health Care: 8.8%
• Industrials: 8.5%