IT
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
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$2.4亿
申报季度: 2026-03-31 · 持股只数: 191
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna在最新一期 13F 报告中披露了 191 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 31.4%。
机构性格雪花图
- 集中度
- 7.85
- 持仓稳定性
- 31.39
- 动能／逆势
- 100
- 行业集中度
- 69.86
- 多样化
- 100
- 仓位均衡度
- 83.38
近期动向
减仓 NOW
-3.4% -US$268.4万
减仓 ISRG
-40.1% -US$233.4万
加仓 AMD
+32.7% US$148.8万
加仓 DASH
+510.7% US$168.5万
加仓 FCX
+33.4% US$146.0万
加仓 ROST
+230.2% US$151.8万
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
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 6.57% | -0.44% | -8.15% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.17% | -0.54% | +8.55% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.88% | -0.36% | -6.59% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.63% | -0.36% | -7.68% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 2.97% | +0.81% | +32.74% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.92% | -0.59% | -18.39% | |
| 7 | MU | Micron Technology INC | 股票-科技 | 2.54% | — | -20.31% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.24% | -0.56% | -15.44% | |
| 9 | NOW | Servicenow INC | 股票-科技 | 2.14% | -0.84% | -3.42% | |
| 10 | CLH | Clean Harbors INC | 股票-工业 | 2.03% | +0.40% | -7.06% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.88% | -0.23% | -8.89% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.88% | -0.60% | -20.95% | |
| 13 | PWR | Quanta Services INC | 股票-工业 | 1.79% | +0.55% | +1.61% | |
| 14 | FCX | Freeport-mcmoran INC | 股票-原材料 | 1.71% | +0.69% | +33.40% | |
| 15 | ROAD | Construction Partners Inc-a | 股票-工业 | 1.65% | — | -5.52% | |
| 16 | CRM | Salesforce INC | 股票-科技 | 1.61% | -0.15% | +19.21% | |
| 17 | MPWR | Monolithic Power Systems INC | 股票-科技 | 1.23% | — | -21.26% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | — | -3.26% | |
| 19 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.08% | — | +5.27% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 1.01% | +0.51% | +77.18% | |
| 21 | DDOG | Datadog INC - Class A | 股票-科技 | 1.00% | — | -1.94% | |
| 22 | XYZ | Block INC | 股票-金融 | 0.99% | +0.61% | +161.79% | |
| 23 | FSS | Federal Signal CORP | 股票-工业 | 0.96% | — | -8.51% | |
| 24 | GS | Goldman Sachs Group INC | 股票-金融 | 0.95% | — | +0.07% | |
| 25 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.95% | +0.32% | — | |
| 26 | CAT | Caterpillar INC | 股票-工业 | 0.93% | +0.29% | +7.34% | |
| 27 | WAB | Wabtec CORP | 股票-工业 | 0.93% | — | +1.70% | |
| 28 | DASH | Doordash INC - A | 股票-周期性消费 | 0.92% | +0.71% | +510.66% | |
| 29 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.92% | -0.81% | -40.09% | |
| 30 | RMBS | Rambus INC | 股票-科技 | 0.91% | -0.13% | -13.61% | |
| 31 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.89% | -0.21% | -14.02% | |
| 32 | NFLX | Netflix INC | 股票-通信服务 | 0.88% | — | -9.38% | |
| 33 | LITE | Lumentum Holdings INC | 股票-科技 | 0.86% | +0.34% | -20.70% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.41% | -27.72% | |
| 35 | ✓ | Onespaworld Holdings LTD | 股票-其他 | 0.84% | — | -12.81% | |
| 36 | ROST | Ross Stores INC | 股票-周期性消费 | 0.84% | +0.65% | +230.17% | |
| 37 | NU | Nu Holdings Ltd. | 股票-金融 | 0.83% | -0.15% | -8.98% | |
| 38 | SYM | Symbotic INC | 股票-工业 | 0.77% | -0.23% | -20.60% | |
| 39 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 0.75% | — | -17.88% | |
| 40 | KRMN | Karman Holdings INC | 股票-工业 | 0.73% | -0.22% | -35.16% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.71% | — | -2.32% | |
| 42 | AXON | Axon Enterprise INC | 股票-工业 | 0.70% | +0.59% | +655.20% | |
| 43 | CIEN | Ciena CORP | 股票-科技 | 0.70% | +0.28% | -7.70% | |
| 44 | WM | Waste Management INC | 股票-工业 | 0.68% | -0.24% | -34.52% | |
| 45 | MCK | Mckesson CORP | 股票-医疗保健 | 0.65% | +0.32% | +73.53% | |
| 46 | KTOS | Kratos Defense & Security | 股票-工业 | 0.62% | -0.48% | -44.77% | |
| 47 | ✓ | On Hldg AG | 股票-其他 | 0.62% | -0.15% | -0.20% | |
| 48 | MLM | Martin Marietta Materials | 股票-原材料 | 0.61% | — | -14.69% | |
| 49 | MRVL | Marvell Technology INC | 股票-科技 | 0.60% | — | -11.98% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.60% | — | +0.54% |
1–50 of 191
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 | 191 | US$2.4亿 | 31 | |
| 2025-12-31 | 181 | US$2.6亿 | 45 | |
| 2025-09-30 | 190 | US$2.5亿 | 89 | |
| 2025-06-30 | 200 | US$2.5亿 | 0 | |
| 2025-03-31 | 185 | US$2.1亿 | 0 | |
| 2024-12-31 | 180 | US$2.5亿 | 0 | |
| 2024-09-30 | 177 | US$2.6亿 | 0 | |
| 2024-06-30 | 162 | US$2.6亿 | 0 | |
| 2024-03-31 | 169 | US$2.5亿 | 0 | |
| 2023-12-31 | 183 | US$2.4亿 | 38 | |
| 2023-09-30 | 161 | US$1.9亿 | 27 | |
| 2023-06-30 | 120 | US$2.1亿 | 24 | |
| 2023-03-31 | 105 | US$1.7亿 | 48 | |
| 2022-12-31 | 87 | US$1.3亿 | 30 | |
| 2022-09-30 | 62 | US$1.2亿 | 27 | |
| 2022-06-30 | 67 | US$1.6亿 | 36 | |
| 2022-03-31 | 72 | US$2.1亿 | 60 | |
| 2021-12-31 | 78 | US$3.4亿 | 39 | |
| 2021-09-30 | 85 | US$4.0亿 | 18 | |
| 2021-06-30 | 88 | US$4.4亿 | 39 | |
| 2021-03-31 | 79 | US$3.9亿 | 27 | |
| 2020-12-31 | 57 | US$3.6亿 | 36 | |
| 2020-09-30 | 44 | US$3.2亿 | 49 | |
| 2020-06-30 | 39 | US$2.6亿 | 38 | |
| 2020-03-31 | 35 | US$1.8亿 | 0 |
本季持股变动
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 在 2026-03-31 最显著的持仓异动： 新建仓: Kla CORP (KLAC); 新建仓: Lam Research CORP (LRCX); 新建仓: Generac Holdings INC (GNRC); 清仓: Intercontinental Exchange In (ICE); 清仓: Hub Group Inc-cl A (HUBG).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.8% | +32.74% | 加仓 |
| 2 | DASH | Doordash INC - A | +0.7% | +510.66% | 加仓 |
| 3 | FCX | Freeport-mcmoran INC | +0.7% | +33.40% | 加仓 |
| 4 | ROST | Ross Stores INC | +0.7% | +230.17% | 加仓 |
| 5 | XYZ | Block INC | +0.6% | +161.79% | 加仓 |
| 6 | AXON | Axon Enterprise INC | +0.6% | +655.20% | 加仓 |
| 7 | PWR | Quanta Services INC | +0.6% | +1.61% | 加仓 |
| 8 | UNP | Union Pacific CORP | +0.5% | +77.18% | 加仓 |
| 9 | CLH | Clean Harbors INC | +0.4% | -7.06% | 减仓 |
| 10 | COR | Cencora INC | +0.4% | +4531.75% | 加仓 |
| 11 | LITE | Lumentum Holdings INC | +0.3% | -20.70% | 减仓 |
| 12 | MCK | Mckesson CORP | +0.3% | +73.53% | 加仓 |
| 13 | ARM | Arm Holdings Plc-adr | +0.3% | — | 不变 |
| 14 | FTAI | FTAI Aviation Ltd. | +0.3% | +92.08% | 加仓 |
| 15 | CAT | Caterpillar INC | +0.3% | +7.34% | 加仓 |
| 16 | CIEN | Ciena CORP | +0.3% | -7.70% | 减仓 |
| 17 | COP | Conocophillips | +0.2% | +783.13% | 加仓 |
| 18 | RMBS | Rambus INC | -0.1% | -13.61% | 减仓 |
| 19 | CRM | Salesforce INC | -0.2% | +19.21% | 加仓 |
| 20 | NU | Nu Holdings Ltd. | -0.2% | -8.98% | 减仓 |
| 21 | ✓ | On Hldg AG | -0.2% | -0.20% | 减仓 |
| 22 | TSLA | Tesla INC | -0.2% | -23.20% | 减仓 |
| 23 | MELI | Mercadolibre INC | -0.2% | -14.02% | 减仓 |
| 24 | KRMN | Karman Holdings INC | -0.2% | -35.16% | 减仓 |
| 25 | AVGO | Broadcom INC | -0.2% | -8.89% | 减仓 |
| 26 | SYM | Symbotic INC | -0.2% | -20.60% | 减仓 |
| 27 | WM | Waste Management INC | -0.2% | -34.52% | 减仓 |
| 28 | SPGI | S&p Global INC | -0.3% | -53.85% | 减仓 |
| 29 | KVYO | Klaviyo Inc-a | -0.3% | -4.48% | 减仓 |
| 30 | GOOG | Alphabet Inc-cl C | -0.4% | -6.59% | 减仓 |
| 31 | AMZN | Amazon.com INC | -0.4% | -7.68% | 减仓 |
| 32 | V | Visa Inc-class A Shares | -0.4% | -27.72% | 减仓 |
| 33 | NVDA | Nvidia CORP | -0.4% | -8.15% | 减仓 |
| 34 | KTOS | Kratos Defense & Security | -0.5% | -44.77% | 减仓 |
| 35 | WCN | Waste Connections INC | -0.5% | -73.51% | 减仓 |
| 36 | MSFT | Microsoft CORP | -0.5% | +8.55% | 加仓 |
| 37 | META | Meta Platforms Inc-class A | -0.6% | -15.44% | 减仓 |
| 38 | UBER | Uber Technologies INC | -0.6% | -71.21% | 减仓 |
| 39 | AAPL | Apple INC | -0.6% | -18.39% | 减仓 |
| 40 | MA | Mastercard INC - A | -0.6% | -20.95% | 减仓 |
| 41 | ISRG | Intuitive Surgical INC | -0.8% | -40.09% | 减仓 |
| 42 | NOW | Servicenow INC | -0.8% | -3.42% | 减仓 |
| 43 | KLAC | Kla CORP | — | NEW | 新建仓 |
| 44 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 45 | GNRC | Generac Holdings INC | — | NEW | 新建仓 |
| 46 | ICE | Intercontinental Exchange In | — | EXIT | 清仓 |
| 47 | HUBG | Hub Group Inc-cl A | — | EXIT | 清仓 |
| 48 | SPOT | Spotify Technology S.A. | — | NEW | 新建仓 |
| 49 | BMY | Bristol-myers Squibb Co | — | EXIT | 清仓 |
| 50 | SLB | Slb LTD | — | NEW | 新建仓 |
FAQ
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 是什么机构？属于哪种投资人类型？
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 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$2.4亿，分布在 191 个已申报仓位之中。
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 目前前几大持股有哪些？
根据最新 13F 申报，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 按市值排列的前几大持股为：
1. Nvidia CORP (NVDA) — US$1590.1万 (6.6%)
2. Microsoft CORP (MSFT) — US$1252.1万 (5.2%)
3. Alphabet Inc-cl C (GOOG) — US$1181.8万 (4.9%)
4. Amazon.com INC (AMZN) — US$877.8万 (3.6%)
5. Advanced Micro Devices (AMD) — US$718.9万 (3.0%)
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 共进行了 49 项显著调整：新建仓 5 个仓位、加仓 15 个既有持股、减仓 26 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Kla CORP (KLAC); 新建仓: Lam Research CORP (LRCX); 新建仓: Generac Holdings INC (GNRC); 清仓: Intercontinental Exchange In (ICE); 清仓: Hub Group Inc-cl A (HUBG)
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 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，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 的主要板块分布如下：
• Information Technology: 40.6%
• Industrials: 18.4%
• Consumer Discretionary: 11.0%
• Financials: 10.2%
• Communication Services: 8.8%
• Materials: 4.0%