CI
Connors Investor Services INC
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$10.8亿
申报季度: 2026-03-31 · 持股只数: 149
CONNORS INVESTOR SERVICES INC在最新一期 13F 报告中披露了 149 项持股，申报期为 2026-03-31，总持股市值约为 US$10.8亿，季度换手率为 21.9%。
机构性格雪花图
- 集中度
- 8.49
- 持仓稳定性
- 21.87
- 动能／逆势
- 100
- 行业集中度
- 51.81
- 多样化
- 100
- 仓位均衡度
- 85.25
近期动向
减仓 PLTR
-17.1% -US$3755.3万
加仓 PG
+383.0% US$678.8万
减仓 MS
-29.5% -US$812.6万
加仓 Q
+30.9% US$532.4万
减仓 WFC
-21.9% -US$715.1万
加仓 IBM
+2274.6% US$500.1万
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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 7.45% | -2.73% | -17.10% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.59% | — | +5.12% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.80% | -0.21% | -7.32% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.09% | +0.03% | +0.60% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | — | +28.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.80% | — | +8.00% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.69% | -0.08% | +0.22% | |
| 8 | WMB | Williams Cos INC | 股票-能源 | 1.96% | +0.46% | +0.39% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.96% | -0.03% | +0.37% | |
| 10 | PEP | Pepsico INC | 股票-非周期性消费 | 1.95% | +0.27% | -0.20% | |
| 11 | CSCO | Cisco Systems INC | 股票-科技 | 1.90% | — | +0.71% | |
| 12 | LIN | Linde plc | 股票-原材料 | 1.87% | +0.38% | +0.62% | |
| 13 | CB | Chubb Limited | 股票-金融 | 1.87% | — | -0.49% | |
| 14 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.80% | — | +0.27% | |
| 15 | ETN | Eaton Corporation plc | 股票-工业 | 1.69% | +0.30% | +0.79% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 1.67% | — | -6.10% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.67% | -0.10% | +1.41% | |
| 18 | PWR | Quanta Services INC | 股票-工业 | 1.64% | -0.09% | -31.89% | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 1.61% | — | +0.84% | |
| 20 | WELL | Welltower INC | 股票-房地产 | 1.59% | — | -10.19% | |
| 21 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.57% | — | -0.20% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.56% | -0.14% | -0.43% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 1.50% | +0.35% | -0.80% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 1.50% | — | +11.81% | |
| 25 | ✓ | Duke Energy | 股票-其他 | 1.46% | +0.29% | +4.03% | |
| 26 | PANW | Palo Alto Networks INC | 股票-科技 | 1.45% | -0.05% | +3.52% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 1.42% | -0.60% | -29.47% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.42% | -0.18% | +0.85% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.40% | — | -3.46% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 1.33% | -0.52% | -21.88% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 1.32% | +0.24% | +2.11% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.31% | — | +1.79% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | -0.11% | -0.19% | |
| 34 | WM | Waste Management INC | 股票-工业 | 1.21% | +1.21% | NEW | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.19% | -0.20% | -15.56% | |
| 36 | DASH | Doordash INC - A | 股票-周期性消费 | 1.14% | -0.46% | — | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 1.12% | — | +0.20% | |
| 38 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | 股票-其他 | 1.11% | — | +3.24% | |
| 39 | Q | Qnity Electronics INC | 股票-科技 | 1.07% | +0.53% | +30.94% | |
| 40 | CAT | Caterpillar INC | 股票-工业 | 1.06% | -0.20% | -36.56% | |
| 41 | SYK | Stryker CORP | 股票-医疗保健 | 1.05% | — | +0.21% | |
| 42 | TPR | Tapestry INC | 股票-周期性消费 | 0.99% | -0.39% | -39.03% | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.93% | -0.27% | +2.08% | |
| 44 | BA | Boeing Co/the | 股票-工业 | 0.92% | — | +3.70% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.85% | -0.21% | -45.14% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.82% | -0.23% | -0.83% | |
| 47 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.80% | — | -18.86% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | +0.64% | +382.99% | |
| 49 | PLD | Prologis INC | 股票-房地产 | 0.79% | — | -7.25% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.76% | — | +2.46% |
1–50 of 149
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 | 149 | US$10.8亿 | 22 | |
| 2025-12-31 | 151 | US$11.6亿 | 18 | |
| 2025-09-30 | 153 | US$11.7亿 | 36 | |
| 2025-06-30 | 156 | US$11.3亿 | 0 | |
| 2025-03-31 | 158 | US$10.1亿 | 100 | |
| 2024-12-31 | 163 | US$10.7亿 | 0 | |
| 2024-09-30 | 158 | US$10.3亿 | 0 | |
| 2024-06-30 | 153 | US$9.6亿 | 0 | |
| 2024-03-31 | 159 | US$9.5亿 | 0 | |
| 2023-12-31 | 156 | US$8.9亿 | 0 | |
| 2023-09-30 | 153 | US$8.1亿 | 0 | |
| 2023-06-30 | 159 | US$8.8亿 | 0 | |
| 2023-03-31 | 159 | US$8.5亿 | 0 | |
| 2022-12-31 | 156 | US$8.0亿 | 0 | |
| 2022-09-30 | 150 | US$7.6亿 | 0 | |
| 2022-06-30 | 160 | US$7.9亿 | 0 | |
| 2022-03-31 | 161 | US$9.6亿 | 0 | |
| 2021-12-31 | 163 | US$10.2亿 | 0 | |
| 2021-09-30 | 163 | US$9.5亿 | 0 | |
| 2021-06-30 | 166 | US$9.6亿 | 96 | |
| 2021-03-31 | 166 | US$8.8亿 | 29 | |
| 2020-12-31 | 149 | US$8.1亿 | 24 | |
| 2020-09-30 | 137 | US$7.1亿 | 22 | |
| 2020-06-30 | 142 | US$6.7亿 | 32 | |
| 2020-03-31 | 132 | US$5.8亿 | 47 | |
| 2019-12-31 | 150 | US$7.9亿 | 18 | |
| 2019-09-30 | 142 | US$7.3亿 | 24 | |
| 2019-06-30 | 144 | US$7.5亿 | 22 | |
| 2019-03-31 | 147 | US$7.3亿 | 22 | |
| 2018-12-31 | 139 | US$6.4亿 | 31 | |
| 2018-09-30 | 145 | US$7.4亿 | 23 | |
| 2018-06-30 | 146 | US$7.1亿 | 13 | |
| 2018-03-31 | 146 | US$6.8亿 | 22 | |
| 2017-12-31 | 147 | US$6.9亿 | 17 | |
| 2017-09-30 | 157 | US$6.6亿 | 17 | |
| 2017-06-30 | 152 | US$6.4亿 | 15 | |
| 2017-03-31 | 151 | US$6.1亿 | 15 | |
| 2016-12-31 | 150 | US$5.9亿 | 13 | |
| 2016-09-30 | 151 | US$5.7亿 | 16 | |
| 2016-06-30 | 152 | US$5.2亿 | 22 | |
| 2016-03-31 | 188 | US$5.0亿 | 25 | |
| 2015-12-31 | 152 | US$4.9亿 | 22 | |
| 2015-09-30 | 154 | US$4.4亿 | 15 | |
| 2015-06-30 | 152 | US$4.8亿 | 12 | |
| 2015-03-31 | 166 | US$4.6亿 | 17 | |
| 2014-12-31 | 160 | US$4.4亿 | 18 | |
| 2014-09-30 | 154 | US$4.1亿 | 19 | |
| 2014-06-30 | 144 | US$4.2亿 | 14 | |
| 2014-03-31 | 148 | US$4.1亿 | 11 | |
| 2013-12-31 | 149 | US$4.0亿 | 26 | |
| 2013-09-30 | 146 | US$3.6亿 | 21 | |
| 2013-06-30 | 141 | US$3.1亿 | 0 |
本季持股变动
Connors Investor Services INC 在 2026-03-31 最显著的持仓异动： 新建仓: Waste Management INC (WM); 清仓: Green Dot Corp-class A (GDOT); 新建仓: Ishares Msci Emerging Market (EEM); 清仓: Varonis Systems INC (VRNS); 新建仓: Power Integrations INC (POWI).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.6% | +382.99% | 加仓 |
| 2 | Q | Qnity Electronics INC | +0.5% | +30.94% | 加仓 |
| 3 | IBM | Intl Business Machines CORP | +0.5% | +2274.56% | 加仓 |
| 4 | WMB | Williams Cos INC | +0.5% | +0.39% | 加仓 |
| 5 | LIN | Linde plc | +0.4% | +0.62% | 加仓 |
| 6 | VZ | Verizon Communications INC | +0.4% | -0.80% | 减仓 |
| 7 | ETN | Eaton Corporation plc | +0.3% | +0.79% | 加仓 |
| 8 | ✓ | Duke Energy | +0.3% | +4.03% | 加仓 |
| 9 | PEP | Pepsico INC | +0.3% | -0.20% | 减仓 |
| 10 | WMT | Walmart INC | +0.2% | +2.11% | 加仓 |
| 11 | SBIO | Alps Medical Breakthroughs | +0.2% | +524.68% | 加仓 |
| 12 | NVDA | Nvidia CORP | 0% | +0.60% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | 0% | +0.37% | 加仓 |
| 14 | PANW | Palo Alto Networks INC | -0.1% | +3.52% | 加仓 |
| 15 | AMZN | Amazon.com INC | -0.1% | +0.22% | 加仓 |
| 16 | PWR | Quanta Services INC | -0.1% | -31.89% | 减仓 |
| 17 | META | Meta Platforms Inc-class A | -0.1% | +1.41% | 加仓 |
| 18 | V | Visa Inc-class A Shares | -0.1% | -0.19% | 减仓 |
| 19 | RBLX | Roblox CORP -class A | -0.1% | — | 不变 |
| 20 | LLY | Eli Lilly & Co | -0.1% | -0.43% | 减仓 |
| 21 | HCSG | Healthcare Services Group | -0.1% | -41.59% | 减仓 |
| 22 | SMTC | Semtech CORP | -0.2% | -51.25% | 减仓 |
| 23 | ABT | Abbott Laboratories | -0.2% | +0.85% | 加仓 |
| 24 | COST | Costco Wholesale CORP | -0.2% | -46.29% | 减仓 |
| 25 | SCHW | Schwab (charles) CORP | -0.2% | -15.56% | 减仓 |
| 26 | CAT | Caterpillar INC | -0.2% | -36.56% | 减仓 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -7.32% | 减仓 |
| 28 | CVX | Chevron CORP | -0.2% | -45.14% | 减仓 |
| 29 | ACN | Accenture plc | -0.2% | -0.83% | 减仓 |
| 30 | PHR | Phreesia INC | -0.2% | -89.52% | 减仓 |
| 31 | CRM | Salesforce INC | -0.3% | +2.08% | 加仓 |
| 32 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -36.07% | 减仓 |
| 33 | TPR | Tapestry INC | -0.4% | -39.03% | 减仓 |
| 34 | DASH | Doordash INC - A | -0.5% | — | 不变 |
| 35 | WFC | Wells Fargo & Co | -0.5% | -21.88% | 减仓 |
| 36 | MS | Morgan Stanley | -0.6% | -29.47% | 减仓 |
| 37 | PLTR | Palantir Technologies Inc-a | -2.7% | -17.10% | 减仓 |
| 38 | WM | Waste Management INC | — | NEW | 新建仓 |
| 39 | GDOT | Green Dot Corp-class A | — | EXIT | 清仓 |
| 40 | EEM | Ishares Msci Emerging Market | — | NEW | 新建仓 |
| 41 | VRNS | Varonis Systems INC | — | EXIT | 清仓 |
| 42 | POWI | Power Integrations INC | — | NEW | 新建仓 |
| 43 | ITRI | Itron INC | — | NEW | 新建仓 |
| 44 | ORCL | Oracle CORP | — | EXIT | 清仓 |
| 45 | HRMY | Harmony Biosciences Holdings | — | EXIT | 清仓 |
| 46 | MTDR | Matador Resources Co | — | NEW | 新建仓 |
| 47 | CXT | Crane Nxt Co | — | NEW | 新建仓 |
| 48 | CRDO | Credo Technology Group Holding Ltd | — | EXIT | 清仓 |
| 49 | PLMR | Palomar Holdings INC | — | NEW | 新建仓 |
| 50 | HAE | Haemonetics Corp/mass | — | NEW | 新建仓 |
FAQ
Connors Investor Services INC 是什么机构？属于哪种投资人类型？
Connors Investor Services INC 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$10.8亿，分布在 149 个已申报仓位之中。
Connors Investor Services INC 目前前几大持股有哪些？
根据最新 13F 申报，Connors Investor Services INC 按市值排列的前几大持股为：
1. Palantir Technologies Inc-a (PLTR) — US$8061.5万 (7.5%)
2. Apple INC (AAPL) — US$4967.0万 (4.6%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$4113.5万 (3.8%)
4. Nvidia CORP (NVDA) — US$3341.5万 (3.1%)
5. Microsoft CORP (MSFT) — US$3112.8万 (2.9%)
Connors Investor Services INC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Connors Investor Services INC 共进行了 48 项显著调整：新建仓 8 个仓位、加仓 16 个既有持股、减仓 19 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: Waste Management INC (WM); 清仓: Green Dot Corp-class A (GDOT); 新建仓: Ishares Msci Emerging Market (EEM); 清仓: Varonis Systems INC (VRNS); 新建仓: Power Integrations INC (POWI)
Connors Investor Services INC 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，Connors Investor Services INC 的主要板块分布如下：
• Information Technology: 33.9%
• Financials: 11.7%
• Consumer Discretionary: 10.8%
• Industrials: 10.6%
• Health Care: 8.8%
• Communication Services: 7.8%
同行推荐
资产规模相近的机构
EG
Electrum Group LLC
申报总市值
US$10.8亿
8 stks
2026-03-31
集中度100.0
持仓稳定性9.4
行业集中度100.0
资产规模与本机构相差仅 0.0%
查看详情
TA
Telemark Asset Management, LLC
申报总市值
US$10.8亿
53 stks
2026-03-31
集中度14.2
持仓稳定性51.6
行业集中度83.3
资产规模与本机构相差仅 0.1%
查看详情
BC
Bares Capital Management, Inc.
申报总市值
US$10.8亿
24 stks
2025-09-30
集中度45.3
持仓稳定性25.7
行业集中度100.0
资产规模与本机构相差仅 0.1%
查看详情
风格推荐
持仓风格相似的机构
BI
Bailard, INC.
申报总市值
US$43.5亿
736 stks
2026-03-31
集中度5.5
持仓稳定性21.3
行业集中度56.7
前五大持仓重叠 4/5 档，同样重仓 Apple INC
查看详情
HH
Howard Hughes Medical Institute
申报总市值
US$4.2亿
31 stks
2026-03-31
集中度33.8
持仓稳定性100.0
行业集中度100.0
前五大持仓重叠 4/5 档，同样重仓 Ss Spdr S&p 500 ETF Trust-us
查看详情
BB
Banco Bilbao Vizcaya Argentaria, S.a.
申报总市值
US$142.9亿
726 stks
2026-03-31
集中度19.1
持仓稳定性27.1
行业集中度69.1
前五大持仓重叠 4/5 档，同样重仓 Ss Spdr S&p 500 ETF Trust-us
查看详情