DC

Dorato Capital Management

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$1.5億

申報季度: 2026-06-30 · 持股檔數: 254

Dorato Capital Management在最新一期 13F 報告中揭露了 254 項持股，申報期為 2026-06-30，總持股市值約為 US$1.5億，季度換手率為 12.3%。

機構性格雪花圖

集中度
15
持倉穩定性
12.28
動能／逆勢
100
產業集中度
54.62
多樣化
100
倉位均衡度
70.74

近期動向

  • 加碼 CSCO

    -0.4%　US$110.6萬

  • 加碼 INTC

    -3.8%　US$89.2萬

  • 加碼 AMAT

    -17.6%　US$69.6萬

  • 加碼 CVS

    +1.5%　US$61.7萬

  • 減碼 HAS

    +4.4%　-US$24.2萬

  • 加碼 ROP

    +3218.2%　US$37.8萬

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
1AFLAflac INC股票-金融15.47%-0.16%-0.11%
2SCHPSchwab U.s. Tips ETFETF-其他4.81%—+1.68%
3SCHDSchwab US Dvd Equity ETFETF-其他4.66%-0.01%+3.45%
4SCHXSchwab US Large-cap ETFETF-其他4.12%+0.15%+1.26%
5CSCOCisco Systems INC股票-科技2.44%+0.60%-0.39%
6QQQInvesco Qqq Trust Series 1ETF-科技型2.39%+0.21%-0.53%
7SCHFSchwab Intl Equity ETFETF-其他2.36%+0.08%+6.90%
8AMATApplied Materials INC股票-科技2.12%+0.33%-17.59%
9SCHBSchwab US Broad Market ETFETF-其他1.93%+0.06%+0.31%
10PHMPultegroup INC股票-循環性消費1.90%-0.10%—
11SCHASchwab US Small-cap ETFETF-其他1.88%+0.11%+1.04%
12SCHMSchwab US Mid Cap ETFETF-其他1.81%+0.05%+1.36%
13CVSCvs Health CORP股票-醫療保健1.64%+0.31%+1.54%
14JNJJohnson & Johnson股票-醫療保健1.62%-0.06%-1.39%
15GDGeneral Dynamics CORP股票-工業1.61%-0.03%—
16SCHZSchwab US Aggregate Bond ETFETF-其他1.39%——
17MRKMerck & Co. INC.股票-醫療保健1.37%——
18INTCIntel CORP股票-科技1.37%+0.54%-3.84%
19SJMJm Smucker Co/the股票-非循環性消費1.31%+0.19%+7.67%
20UNPUnion Pacific CORP股票-工業1.23%+0.09%+1.80%
21DUSADavis Select US Equity ETFETF-其他1.20%+0.01%—
22AMGNAmgen INC股票-醫療保健1.20%-0.05%+0.77%
23HASHasbro INC股票-循環性消費1.19%-0.28%+4.40%
24JPMJpmorgan Chase & Co股票-金融1.07%+0.02%+1.43%
25KLACKla CORP股票-科技1.03%+0.01%+693.08%
26MUBIshares National Muni Bond EETF-其他0.99%——
27WMTWalmart INC股票-非循環性消費0.87%-0.19%—
28MSFTMicrosoft CORP股票-科技0.83%—+3.60%
29BACBank Of America CORP股票-金融0.81%+0.05%—
30SHWSherwin-williams Co/the股票-原物料0.80%+0.02%+11.51%
31ABBVAbbvie INC股票-醫療保健0.70%+0.06%+1.22%
32QSRRestaurant Brands Intern股票-循環性消費0.69%—+0.01%
33VAWVanguard Materials ETFETF-其他0.65%—-0.49%
34TXNTexas Instruments INC股票-科技0.63%+0.15%-4.45%
35VGTVanguard Info Tech ETFETF-科技型0.60%+0.09%+693.62%
36LHXL3harris Technologies INC股票-工業0.59%-0.21%—
37UNHUnitedhealth Group INC股票-醫療保健0.57%+0.13%—
38CAHCardinal Health INC股票-醫療保健0.56%—-0.42%
39BRK-BBerkshire Hathaway Inc-cl B股票-其他0.55%—+0.43%
40MCDMcdonald's CORP股票-循環性消費0.54%-0.12%—
41CHDChurch & Dwight Co INC股票-非循環性消費0.53%+0.01%+8.96%
42PEPPepsico INC股票-非循環性消費0.53%-0.11%+0.62%
43MMM3m Co股票-工業0.51%——
44METMetlife INC股票-金融0.48%+0.06%—
45NOCNorthrop Grumman CORP股票-工業0.48%-0.18%—
46BALLBall CORP股票-循環性消費0.47%—+2.10%
47MARMarriott International -cl A股票-循環性消費0.46%——
48IBMIntl Business Machines CORP股票-科技0.46%+0.04%—
49GOOGLAlphabet Inc-cl A股票-通訊服務0.45%——
50HPEHewlett Packard Enterprise股票-科技0.45%+0.13%-21.44%
1–50 of 254

本季持股變動

Dorato Capital Management 在 2026-06-30 最顯著的持倉異動： 清倉: Honeywell International INC (HON); 新建倉: ; 新建倉: ; 減碼: Cisco Systems INC (CSCO) — 股數 -0.39%; 減碼: Intel CORP (INTC) — 股數 -3.84%.

Dorato Capital Management 於截至 2026-06-30 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
1CSCOCisco Systems INC+0.6%-0.39%減碼
2INTCIntel CORP+0.5%-3.84%減碼
3AMATApplied Materials INC+0.3%-17.59%減碼
4CVSCvs Health CORP+0.3%+1.54%加碼
5ROPRoper Technologies INC+0.3%+3218.18%加碼
6QQQInvesco Qqq Trust Series 1+0.2%-0.53%減碼
7SJMJm Smucker Co/the+0.2%+7.67%加碼
8SCHXSchwab US Large-cap ETF+0.2%+1.26%加碼
9TXNTexas Instruments INC+0.2%-4.45%減碼
10UNHUnitedhealth Group INC+0.1%—不變
11HPEHewlett Packard Enterprise+0.1%-21.44%減碼
12JJacobs Solutions INC+0.1%+2252.86%加碼
13SCHASchwab US Small-cap ETF+0.1%+1.04%加碼
14WATWaters CORP+0.1%+76.23%加碼
15UNPUnion Pacific CORP+0.1%+1.80%加碼
16VGTVanguard Info Tech ETF+0.1%+693.62%加碼
17SCHFSchwab Intl Equity ETF+0.1%+6.90%加碼
18✓ +0.1%NEW新建倉
19✓ +0.1%NEW新建倉
20SCHBSchwab US Broad Market ETF+0.1%+0.31%加碼
21ABBVAbbvie INC+0.1%+1.22%加碼
22METMetlife INC+0.1%—不變
23SCHMSchwab US Mid Cap ETF+0.1%+1.36%加碼
24BACBank Of America CORP+0.1%—不變
25IBMIntl Business Machines CORP0%—不變
26ADPAutomatic Data Processing0%+1.48%加碼
27HRLHormel Foods CORP0%+11.98%加碼
28MCHPMicrochip Technology INC0%—不變
29JPMJpmorgan Chase & Co0%+1.43%加碼
30SHWSherwin-williams Co/the0%+11.51%加碼
31PNCPnc Financial Services Group0%—不變
32DUSADavis Select US Equity ETF0%—不變
33KLACKla CORP0%+693.08%加碼
34CHDChurch & Dwight Co INC0%+8.96%加碼
35SCHDSchwab US Dvd Equity ETF0%+3.45%加碼
36GDGeneral Dynamics CORP0%—不變
37AMGNAmgen INC-0.1%+0.77%加碼
38JNJJohnson & Johnson-0.1%-1.39%減碼
39LMTLockheed Martin CORP-0.1%—不變
40HDHome Depot INC-0.1%-85.71%減碼
41PHMPultegroup INC-0.1%—不變
42PEPPepsico INC-0.1%+0.62%加碼
43MCDMcdonald's CORP-0.1%—不變
44HONHoneywell International INC-0.2%EXIT清倉
45AFLAflac INC-0.2%-0.11%減碼
46NOCNorthrop Grumman CORP-0.2%—不變
47WMTWalmart INC-0.2%—不變
48LHXL3harris Technologies INC-0.2%—不變
49FMCFmc CORP-0.3%-21.24%減碼
50HASHasbro INC-0.3%+4.40%加碼

FAQ

Dorato Capital Management 是什麼機構？屬於哪種投資人類型？
Dorato Capital Management 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（2026-06-30），該機構追蹤的股票投資組合估值約為 US$1.5億，分佈在 254 個已申報部位之中。
Dorato Capital Management 目前前幾大持股有哪些？
根據最新 13F 申報，Dorato Capital Management 按市值排列的前幾大持股為： 1. Aflac INC (AFL) — US$2281.8萬 (15.5%) 2. Schwab U.s. Tips ETF (SCHP) — US$708.6萬 (4.8%) 3. Schwab US Dvd Equity ETF (SCHD) — US$687.3萬 (4.7%) 4. Schwab US Large-cap ETF (SCHX) — US$607.7萬 (4.1%) 5. Cisco Systems INC (CSCO) — US$360.0萬 (2.4%)
Dorato Capital Management 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Dorato Capital Management 共進行了 36 項顯著調整：新建倉 2 個部位、加碼 23 個既有持股、減碼 10 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：清倉: Honeywell International INC (HON); 新建倉: ; 新建倉: ; 減碼: Cisco Systems INC (CSCO) — 股數 -0.39%; 減碼: Intel CORP (INTC) — 股數 -3.84%
Dorato Capital Management 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，Dorato Capital Management 的主要板塊分佈如下： • Financials: 31.2% • Information Technology: 18.1% • Health Care: 14.5% • Industrials: 11.9% • Consumer Discretionary: 10.1% • Consumer Staples: 7.4%