FI
Focused Investors LLC
趋势追踪型高品质投资策略长期持有型
申报总市值
US$30.8亿
申报季度: 2026-03-31 · 持股只数: 22
Focused Investors LLC在最新一期 13F 报告中披露了 22 项持股，申报期为 2026-03-31，总持股市值约为 US$30.8亿，季度换手率为 11.6%。
机构性格雪花图
- 集中度
- 20.36
- 持仓稳定性
- 11.56
- 动能／逆势
- 100
- 行业集中度
- 54.11
- 多样化
- 44
- 仓位均衡度
- 96.46
近期动向
加仓 JNJ
-2.5% US$3018.2万
加仓 MSFT
+56.4% US$2918.2万
加仓 FDX
-2.5% US$2812.9万
减仓 ELV
-2.5% -US$3398.9万
减仓 UNH
-2.5% -US$3324.0万
减仓 RTX
-26.9% -US$3224.7万
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 | GS | Goldman Sachs Group INC | 股票-金融 | 7.46% | -0.33% | -2.59% | |
| 2 | JNJ | Johnson & Johnson | 股票-医疗保健 | 7.44% | +1.12% | -2.47% | |
| 3 | MS | Morgan Stanley | 股票-金融 | 6.57% | -0.55% | -2.43% | |
| 4 | CI | THE Cigna Group | 股票-医疗保健 | 6.06% | -0.15% | -1.52% | |
| 5 | DIS | Walt Disney Co/the | 股票-通信服务 | 5.77% | +0.25% | +20.95% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 5.77% | +1.05% | +56.36% | |
| 7 | FDX | Fedex CORP | 股票-工业 | 5.43% | +1.01% | -2.48% | |
| 8 | PEP | Pepsico INC | 股票-非周期性消费 | 5.42% | +0.39% | -2.54% | |
| 9 | AXP | American Express Co | 股票-金融 | 4.94% | -0.18% | +15.63% | |
| 10 | ELV | Elevance Health INC | 股票-医疗保健 | 4.85% | -0.98% | -2.47% | |
| 11 | TJX | Tjx Companies INC | 股票-周期性消费 | 4.74% | +0.16% | -2.48% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 4.31% | -0.97% | -2.47% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 4.12% | +0.06% | -2.40% | |
| 14 | NOC | Northrop Grumman CORP | 股票-工业 | 3.94% | +0.17% | -14.59% | |
| 15 | LHX | L3harris Technologies INC | 股票-工业 | 3.53% | -0.56% | -28.12% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 3.48% | -0.96% | -26.92% | |
| 17 | LOW | Lowe's Cos INC | 股票-周期性消费 | 3.34% | -0.08% | -2.49% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工业 | 3.20% | +0.63% | -2.45% | |
| 19 | GPN | Global Payments INC | 股票-工业 | 3.14% | -0.46% | -1.87% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 2.95% | +0.82% | +79.90% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 2.22% | -0.11% | -2.44% | |
| 22 | CNC | Centene CORP | 股票-医疗保健 | 1.31% | -0.35% | -2.47% |
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 | 22 | US$30.8亿 | 12 | |
| 2025-12-31 | 22 | US$31.4亿 | 17 | |
| 2025-09-30 | 23 | US$32.7亿 | 23 | |
| 2025-06-30 | 23 | US$30.6亿 | 0 | |
| 2025-03-31 | 24 | US$31.1亿 | 100 | |
| 2024-12-31 | 24 | US$31.7亿 | 0 | |
| 2024-09-30 | 23 | US$32.9亿 | 0 | |
| 2024-06-30 | 23 | US$30.8亿 | 0 | |
| 2024-03-31 | 23 | US$31.9亿 | 0 | |
| 2023-12-31 | 23 | US$30.9亿 | 0 | |
| 2023-09-30 | 23 | US$28.1亿 | 0 | |
| 2023-06-30 | 23 | US$29.8亿 | 0 | |
| 2023-03-31 | 23 | US$29.0亿 | 0 | |
| 2022-12-31 | 23 | US$31.0亿 | 0 | |
| 2022-09-30 | 23 | US$27.9亿 | 0 | |
| 2022-06-30 | 23 | US$29.1亿 | 0 | |
| 2022-03-31 | 23 | US$31.4亿 | 0 | |
| 2021-12-31 | 24 | US$32.7亿 | 0 | |
| 2021-09-30 | 24 | US$30.0亿 | 0 | |
| 2021-06-30 | 23 | US$31.4亿 | 96 | |
| 2021-03-31 | 23 | US$28.9亿 | 17 | |
| 2020-12-31 | 24 | US$27.6亿 | 14 | |
| 2020-09-30 | 24 | US$24.4亿 | 16 | |
| 2020-06-30 | 22 | US$22.3亿 | 24 | |
| 2020-03-31 | 22 | US$20.0亿 | 27 | |
| 2019-12-31 | 21 | US$25.2亿 | 19 | |
| 2019-09-30 | 21 | US$22.8亿 | 12 | |
| 2019-06-30 | 20 | US$22.8亿 | 12 | |
| 2019-03-31 | 22 | US$22.9亿 | 9 | |
| 2018-12-31 | 22 | US$21.8亿 | 21 | |
| 2018-09-30 | 22 | US$25.4亿 | 17 | |
| 2018-06-30 | 22 | US$23.3亿 | 8 | |
| 2018-03-31 | 22 | US$22.9亿 | 8 | |
| 2017-12-31 | 22 | US$24.6亿 | 21 | |
| 2017-09-30 | 23 | US$23.6亿 | 5 | |
| 2017-06-30 | 23 | US$23.5亿 | 22 | |
| 2017-03-31 | 23 | US$27.7亿 | 11 | |
| 2016-12-31 | 23 | US$26.3亿 | 11 | |
| 2016-09-30 | 23 | US$25.2亿 | 12 | |
| 2016-06-30 | 23 | US$25.4亿 | 9 | |
| 2016-03-31 | 24 | US$26.0亿 | 7 | |
| 2015-12-31 | 24 | US$25.9亿 | 10 | |
| 2015-09-30 | 24 | US$27.3亿 | 10 | |
| 2015-06-30 | 24 | US$28.8亿 | 13 | |
| 2015-03-31 | 23 | US$28.9亿 | 6 | |
| 2014-12-31 | 23 | US$27.6亿 | 22 | |
| 2014-09-30 | 23 | US$27.2亿 | 5 | |
| 2014-06-30 | 23 | US$26.7亿 | 7 | |
| 2014-03-31 | 22 | US$25.3亿 | 8 | |
| 2013-12-31 | 23 | US$25.5亿 | 9 | |
| 2013-09-30 | 23 | US$23.3亿 | 9 | |
| 2013-06-30 | 24 | US$23.0亿 | 0 |
本季持股变动
Focused Investors LLC 在 2026-03-31 最显著的持仓异动： 减仓: Johnson & Johnson (JNJ) — 股数 -2.47%; 加仓: Microsoft CORP (MSFT) — 股数 +56.36%; 减仓: Fedex CORP (FDX) — 股数 -2.48%; 减仓: Elevance Health INC (ELV) — 股数 -2.47%; 减仓: Unitedhealth Group INC (UNH) — 股数 -2.47%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +1.1% | -2.47% | 减仓 |
| 2 | MSFT | Microsoft CORP | +1.1% | +56.36% | 加仓 |
| 3 | FDX | Fedex CORP | +1% | -2.48% | 减仓 |
| 4 | ORCL | Oracle CORP | +0.8% | +79.90% | 加仓 |
| 5 | LMT | Lockheed Martin CORP | +0.6% | -2.45% | 减仓 |
| 6 | PEP | Pepsico INC | +0.4% | -2.54% | 减仓 |
| 7 | DIS | Walt Disney Co/the | +0.3% | +20.95% | 加仓 |
| 8 | NOC | Northrop Grumman CORP | +0.2% | -14.59% | 减仓 |
| 9 | TJX | Tjx Companies INC | +0.2% | -2.48% | 减仓 |
| 10 | MCD | Mcdonald's CORP | +0.1% | -2.40% | 减仓 |
| 11 | LOW | Lowe's Cos INC | -0.1% | -2.49% | 减仓 |
| 12 | HD | Home Depot INC | -0.1% | -2.44% | 减仓 |
| 13 | CI | THE Cigna Group | -0.2% | -1.52% | 减仓 |
| 14 | AXP | American Express Co | -0.2% | +15.63% | 加仓 |
| 15 | GS | Goldman Sachs Group INC | -0.3% | -2.59% | 减仓 |
| 16 | CNC | Centene CORP | -0.4% | -2.47% | 减仓 |
| 17 | GPN | Global Payments INC | -0.5% | -1.87% | 减仓 |
| 18 | MS | Morgan Stanley | -0.6% | -2.43% | 减仓 |
| 19 | LHX | L3harris Technologies INC | -0.6% | -28.12% | 减仓 |
| 20 | RTX | Rtx CORP | -1% | -26.92% | 减仓 |
| 21 | UNH | Unitedhealth Group INC | -1% | -2.47% | 减仓 |
| 22 | ELV | Elevance Health INC | -1% | -2.47% | 减仓 |
FAQ
Focused Investors LLC 是什么机构？属于哪种投资人类型？
Focused Investors LLC 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$30.8亿，分布在 22 个已申报仓位之中。
Focused Investors LLC 目前前几大持股有哪些？
根据最新 13F 申报，Focused Investors LLC 按市值排列的前几大持股为：
1. Goldman Sachs Group INC (GS) — US$2.3亿 (7.5%)
2. Johnson & Johnson (JNJ) — US$2.3亿 (7.4%)
3. Morgan Stanley (MS) — US$2.0亿 (6.6%)
4. THE Cigna Group (CI) — US$1.9亿 (6.1%)
5. Walt Disney Co/the (DIS) — US$1.8亿 (5.8%)
Focused Investors LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Focused Investors LLC 共进行了 22 项显著调整：新建仓 0 个仓位、加仓 4 个既有持股、减仓 18 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：减仓: Johnson & Johnson (JNJ) — 股数 -2.47%; 加仓: Microsoft CORP (MSFT) — 股数 +56.36%; 减仓: Fedex CORP (FDX) — 股数 -2.48%; 减仓: Elevance Health INC (ELV) — 股数 -2.47%; 减仓: Unitedhealth Group INC (UNH) — 股数 -2.47%
Focused Investors LLC 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，Focused Investors LLC 的主要板块分布如下：
• Health Care: 27.2%
• Financials: 22.8%
• Industrials: 14.5%
• Consumer Discretionary: 11.6%
• Information Technology: 10.5%
• Communication Services: 6.9%
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