CA

Columbia Asset Management

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$5.3亿

申报季度: 2026-03-31 · 持股只数: 170

Columbia Asset Management在最新一期 13F 报告中披露了 170 项持股，申报期为 2026-03-31，总持股市值约为 US$5.3亿，季度换手率为 18.7%。

浏览其他1 亿至 10 亿美元机构浏览其他以“C”开头的机构

机构性格雪花图

集中度
10.34
持仓稳定性
18.74
动能／逆势
100
行业集中度
55.71
多样化
100
仓位均衡度
81.53

近期动向

  • 减仓 MSFT

    -0.1%　-US$1025.3万

  • 加仓 CAT

    -0.2%　US$202.7万

  • 加仓 CVX

    +3.6%　US$216.4万

  • 加仓 MRK

    +0.1%　US$169.2万

  • 加仓 JNJ

    -3.2%　US$166.2万

  • 加仓 BP

    +2.7%　US$170.3万

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
1AAPLApple INC股票-科技9.57%-0.08%-0.78%
2MSFTMicrosoft CORP股票-科技6.35%-1.40%-0.07%
3GOOGLAlphabet Inc-cl A股票-通信服务4.06%-0.23%-4.00%
4ERIEErie Indemnity Company-cl A股票-金融3.47%-0.19%+1.14%
5AMZNAmazon.com INC股票-周期性消费3.35%-0.11%+0.18%
6VVisa Inc-class A Shares股票-金融2.94%-0.29%-1.30%
7AVGOBroadcom INC股票-科技2.80%-0.19%-2.33%
8MRKMerck & Co. INC.股票-医疗保健2.56%+0.47%+0.12%
9JNJJohnson & Johnson股票-医疗保健2.53%+0.47%-3.21%
10CATCaterpillar INC股票-工业2.03%+0.49%-0.17%
11GOOGAlphabet Inc-cl C股票-通信服务1.95%-0.05%-0.54%
12JPMJpmorgan Chase & Co股票-金融1.85%-0.08%-1.72%
13SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.75%—+1.97%
14AMGNAmgen INC股票-医疗保健1.50%—-2.53%
15LLYEli Lilly & Co股票-医疗保健1.48%-0.11%+1.02%
16ABBVAbbvie INC股票-医疗保健1.46%—-0.44%
17CVXChevron CORP股票-能源1.43%+0.48%+3.61%
18SBUXStarbucks CORP股票-周期性消费1.39%—-3.34%
19VZVerizon Communications INC股票-通信服务1.39%+0.33%-1.13%
20IBMIntl Business Machines CORP股票-科技1.35%-0.36%-9.94%
21CSCOCisco Systems INC股票-科技1.33%—-7.24%
22BPBp Plc-spons Adr股票-能源1.16%+0.38%+2.68%
23UNPUnion Pacific CORP股票-工业1.12%+0.16%+4.02%
24NVDANvidia CORP股票-科技1.10%—+1.13%
25PGProcter & Gamble Co/the股票-非周期性消费1.09%—-1.84%
26KOCoca-cola Co/the股票-非周期性消费1.05%—-1.57%
27PFEPfizer INC股票-医疗保健1.04%+0.19%+0.88%
28NKENike INC -cl B股票-周期性消费1.02%-0.07%+5.06%
29MDTMedtronic plc股票-医疗保健1.02%-0.04%-1.07%
30TGTTarget CORP股票-周期性消费0.97%+0.31%+9.72%
31PEPPepsico INC股票-非周期性消费0.95%+0.17%+4.53%
32MCDMcdonald's CORP股票-周期性消费0.94%—-0.46%
33SYKStryker CORP股票-医疗保健0.88%-0.03%-3.78%
34DEDeere & Co股票-工业0.86%+0.20%+0.03%
35COSTCostco Wholesale CORP股票-非周期性消费0.85%+0.16%+0.72%
36VBVanguard Small-cap ETFETF-其他0.84%+0.20%+19.94%
37VIGVanguard Dividend Apprec ETFETF-其他0.82%—+3.16%
38VXUSVanguard Total Intl StockETF-其他0.81%+0.34%+58.09%
39GLWCorning INC股票-科技0.79%+0.25%-11.47%
40HDHome Depot INC股票-周期性消费0.79%—-3.97%
41XOMExxon Mobil CORP股票-能源0.75%+0.26%+1.63%
42UPSUnited Parcel Service-cl B股票-工业0.74%—+3.17%
43ADBEAdobe INC股票-科技0.71%-0.28%-3.89%
44SHELShell Plc-adr股票-能源0.69%+0.17%-2.48%
45AXPAmerican Express Co股票-金融0.68%-0.10%-0.54%
46DISWalt Disney Co/the股票-通信服务0.64%-0.09%-4.19%
47NFLXNetflix INC股票-通信服务0.63%—+5.98%
48VOVanguard Mid-cap ETFETF-其他0.63%—+6.51%
49VUGVanguard Growth ETFETF-其他0.58%—+4.87%
50HONHoneywell International INC股票-工业0.57%—-0.08%
1–50 of 170

本季持股变动

Columbia Asset Management 在 2026-03-31 最显著的持仓异动： 清仓: Berkshire Hathaway Inc-cl B (BRK-B); 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Sealed Air CORP (SDA); 新建仓: Dell Technologies -c (DELL).

Columbia Asset Management 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
1CATCaterpillar INC+0.5%-0.17%减仓
2CVXChevron CORP+0.5%+3.61%加仓
3MRKMerck & Co. INC.+0.5%+0.12%加仓
4JNJJohnson & Johnson+0.5%-3.21%减仓
5BPBp Plc-spons Adr+0.4%+2.68%加仓
6VXUSVanguard Total Intl Stock+0.3%+58.09%加仓
7VZVerizon Communications INC+0.3%-1.13%减仓
8TGTTarget CORP+0.3%+9.72%加仓
9XOMExxon Mobil CORP+0.3%+1.63%加仓
10GLWCorning INC+0.3%-11.47%减仓
11VBVanguard Small-cap ETF+0.2%+19.94%加仓
12DEDeere & Co+0.2%+0.03%加仓
13PFEPfizer INC+0.2%+0.88%加仓
14SHELShell Plc-adr+0.2%-2.48%减仓
15PEPPepsico INC+0.2%+4.53%加仓
16MUMicron Technology INC+0.2%+45.63%加仓
17COSTCostco Wholesale CORP+0.2%+0.72%加仓
18UNPUnion Pacific CORP+0.2%+4.02%加仓
19EQNREquinor Asa-spon Adr+0.1%+77.22%加仓
20ASMLASML Holding N.V.+0.1%-0.38%减仓
21CSCOCisco Systems INC—-7.24%减仓
22SYKStryker CORP0%-3.78%减仓
23MDTMedtronic plc0%-1.07%减仓
24GOOGAlphabet Inc-cl C-0.1%-0.54%减仓
25MMM3m Co-0.1%-9.77%减仓
26NKENike INC -cl B-0.1%+5.06%加仓
27AAPLApple INC-0.1%-0.78%减仓
28JPMJpmorgan Chase & Co-0.1%-1.72%减仓
29SONYSony Group CORP - Sp Adr-0.1%-2.01%减仓
30DISWalt Disney Co/the-0.1%-4.19%减仓
31QCOMQualcomm INC-0.1%-8.48%减仓
32AXPAmerican Express Co-0.1%-0.54%减仓
33ORCLOracle CORP-0.1%-14.99%减仓
34AMZNAmazon.com INC-0.1%+0.18%加仓
35LLYEli Lilly & Co-0.1%+1.02%加仓
36TJXTjx Companies INC-0.1%-54.32%减仓
37ERIEErie Indemnity Company-cl A-0.2%+1.14%加仓
38AVGOBroadcom INC-0.2%-2.33%减仓
39GOOGLAlphabet Inc-cl A-0.2%-4.00%减仓
40ADBEAdobe INC-0.3%-3.89%减仓
41VVisa Inc-class A Shares-0.3%-1.30%减仓
42IBMIntl Business Machines CORP-0.4%-9.94%减仓
43MSFTMicrosoft CORP-1.4%-0.07%减仓
44BRK-BBerkshire Hathaway Inc-cl B—EXIT清仓
45AZNAstraZeneca PLC—NEW新建仓
46AZNNAstrazeneca Plc-spons Adr—EXIT清仓
47SDASealed Air CORP—EXIT清仓
48DELLDell Technologies -c—NEW新建仓
49UNHUnitedhealth Group INC—EXIT清仓
50CMAComerica INC—EXIT清仓

FAQ

Columbia Asset Management 是什么机构？属于哪种投资人类型？
Columbia Asset Management 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$5.3亿，分布在 170 个已申报仓位之中。
Columbia Asset Management 目前前几大持股有哪些？
根据最新 13F 申报，Columbia Asset Management 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$5027.3万 (9.6%) 2. Microsoft CORP (MSFT) — US$3335.4万 (6.3%) 3. Alphabet Inc-cl A (GOOGL) — US$2130.3万 (4.1%) 4. Erie Indemnity Company-cl A (ERIE) — US$1823.7万 (3.5%) 5. Amazon.com INC (AMZN) — US$1759.7万 (3.4%)
Columbia Asset Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Columbia Asset Management 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 18 个既有持股、减仓 25 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Berkshire Hathaway Inc-cl B (BRK-B); 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Sealed Air CORP (SDA); 新建仓: Dell Technologies -c (DELL)
Columbia Asset Management 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，Columbia Asset Management 的主要板块分布如下： • Information Technology: 33.6% • Health Care: 14.9% • Communication Services: 12.9% • Consumer Discretionary: 11.8% • Financials: 9.4% • Industrials: 8.1%

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