HC
Howard Capital 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$8.9亿
申报季度: 2020-12-31 · 持股只数: 98
HOWARD CAPITAL MANAGEMENT在最新一期 13F 报告中披露了 98 项持股，申报期为 2020-12-31，总持股市值约为 US$8.9亿，季度换手率为 12.6%。
机构性格雪花图
- 集中度
- 13.18
- 持仓稳定性
- 12.59
- 动能／逆势
- 100
- 行业集中度
- 57.62
- 多样化
- 100
- 仓位均衡度
- 85.1
近期动向
加仓 DIS
+0.1% US$1131.3万
减仓 AMZN
-1.2% US$112.6万
加仓 JPM
+1.5% US$680.4万
加仓 PH
+1.0% US$629.1万
减仓 NVDA
+0.1% -US$87.8万
加仓 SPY
+7.3% US$975.2万
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
仅显示前 97 大持股（共 98 只）
| # | 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 | AAPL | Apple INC | 股票-科技 | 7.22% | +0.02% | -1.41% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.62% | +0.39% | +7.29% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.82% | -0.59% | -1.18% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.65% | -0.30% | -0.03% | |
| 5 | DIS | Walt Disney Co/the | 股票-通信服务 | 4.02% | +0.92% | +0.07% | |
| 6 | META | Meta Platforms, Inc. | 股票-通信服务 | 3.56% | -0.30% | -0.63% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.21% | +0.15% | -0.98% | |
| 8 | ACN | Accenture plc | 股票-科技 | 3.11% | +0.10% | +0.74% | |
| 9 | XYL | Xylem Inc. | 股票-工业 | 3.05% | +0.21% | -0.25% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.01% | +0.48% | +1.53% | |
| 11 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 2.81% | -0.18% | +0.40% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.78% | -0.46% | +0.10% | |
| 13 | ✓ | Spdr Series Trust S&p Biotech | 股票-其他 | 2.76% | +0.27% | -1.05% | |
| 14 | PH | Parker Hannifin CORP | 股票-工业 | 2.67% | +0.46% | +0.97% | |
| 15 | COST | Costco Wholesale Corporation | 股票-非周期性消费 | 2.60% | -0.14% | +0.82% | |
| 16 | BX | Blackstone Inc. | 股票-金融 | 2.51% | +0.26% | +1.07% | |
| 17 | FDX | Fedex CORP | 股票-工业 | 2.45% | -0.22% | +0.11% | |
| 18 | VMC | Vulcan Materials Co | 股票-原材料 | 2.41% | -0.05% | +0.74% | |
| 19 | ICE | Intercontinental Exchange In | 股票-金融 | 2.38% | +0.08% | +1.14% | |
| 20 | IQV | IQVIA Holdings Inc. | 股票-医疗保健 | 2.37% | +0.04% | +0.96% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 2.27% | -0.04% | +1.33% | |
| 22 | MRK | Merck & Co., Inc. | 股票-医疗保健 | 2.26% | — | +1.75% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 2.17% | -0.15% | +272.52% | |
| 24 | LDOS | Leidos Holdings INC | 股票-科技 | 2.02% | +0.12% | +1.65% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.01% | +0.01% | +1.53% | |
| 26 | DHI | D.R. Horton, Inc. | 股票-周期性消费 | 1.87% | -0.32% | +5.32% | |
| 27 | INTC | Intel CORP | 股票-科技 | 1.84% | -0.27% | +2.10% | |
| 28 | ATR | Aptargroup INC | 股票-医疗保健 | 1.72% | +0.14% | +1.01% | |
| 29 | ZTS | Zoetis Inc. | 股票-医疗保健 | 1.72% | — | -0.14% | |
| 30 | WM | Waste Management INC | 股票-工业 | 1.53% | -0.10% | +1.39% | |
| 31 | CAG | Conagra Brands INC | 股票-非周期性消费 | 1.32% | -0.13% | +1.00% | |
| 32 | HPP | Hudson Pacific Properties, Inc. | 股票-其他 | 0.98% | -0.03% | +0.32% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.82% | -0.01% | -1.15% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | +0.01% | -4.44% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.67% | — | -8.53% | |
| 36 | XLF | Ss Financial Select Sector | ETF-其他 | 0.65% | +0.06% | +0.24% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.54% | -0.12% | -11.62% | |
| 38 | ✓ | Oaktree Strategic Income Cor | 股票-其他 | 0.48% | -0.12% | -24.15% | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.40% | -0.02% | -6.11% | |
| 40 | ✓ | Invesco Water Resources ETF | ETF-其他 | 0.35% | +0.01% | -2.28% | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.26% | -0.01% | +0.14% | |
| 42 | ✓ | Invesco Qqq Trust | 股票-其他 | 0.22% | — | — | |
| 43 | MO | Altria Group INC | 股票-非周期性消费 | 0.18% | — | +0.07% | |
| 44 | TSLA | Tesla, Inc. | 股票-周期性消费 | 0.17% | +0.04% | -4.71% | |
| 45 | ✓ | Select Sector Spdr Tr | 股票-其他 | 0.16% | +0.16% | NEW | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.14% | +0.02% | — | |
| 47 | AMGN | Amgen INC | 股票-医疗保健 | 0.13% | — | +0.41% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.13% | — | +300.00% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | — | -1.98% | |
| 50 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.12% | — | — |
1–50 of 97
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 |
|---|---|---|---|---|
| 2020-12-31 | 98 | US$8.9亿 | 13 | |
| 2020-09-30 | 89 | US$7.9亿 | 24 | |
| 2020-06-30 | 97 | US$7.5亿 | 26 | |
| 2020-03-31 | 94 | US$5.9亿 | 31 | |
| 2019-12-31 | 99 | US$8.0亿 | 15 | |
| 2019-09-30 | 96 | US$7.0亿 | 10 | |
| 2019-06-30 | 100 | US$7.3亿 | 15 | |
| 2019-03-31 | 111 | US$7.1亿 | 24 | |
| 2018-12-31 | 139 | US$6.1亿 | 26 | |
| 2018-09-30 | 114 | US$7.5亿 | 17 | |
| 2018-06-30 | 109 | US$7.0亿 | 14 | |
| 2018-03-31 | 109 | US$6.9亿 | 14 | |
| 2017-12-31 | 112 | US$6.8亿 | 16 | |
| 2017-09-30 | 112 | US$6.5亿 | 17 | |
| 2017-06-30 | 115 | US$6.4亿 | 13 | |
| 2017-03-31 | 113 | US$6.0亿 | 15 | |
| 2016-12-31 | 103 | US$5.6亿 | 8 | |
| 2016-09-30 | 108 | US$5.5亿 | 16 | |
| 2016-06-30 | 106 | US$5.2亿 | 7 | |
| 2016-03-31 | 96 | US$5.1亿 | 17 | |
| 2015-12-31 | 93 | US$5.1亿 | 21 | |
| 2015-09-30 | 95 | US$4.9亿 | 12 | |
| 2015-06-30 | 99 | US$5.3亿 | 9 | |
| 2015-03-31 | 102 | US$5.2亿 | 6 | |
| 2014-12-31 | 103 | US$5.2亿 | 10 | |
| 2014-09-30 | 101 | US$5.0亿 | 11 | |
| 2014-06-30 | 109 | US$5.1亿 | 12 | |
| 2014-03-31 | 104 | US$5.1亿 | 16 | |
| 2013-12-31 | 107 | US$4.9亿 | 22 | |
| 2013-09-30 | 94 | US$4.1亿 | 11 | |
| 2013-06-30 | 98 | US$3.8亿 | 12 |
本季持股变动
Howard Capital Management 在 2020-12-31 最显著的持仓异动： 新建仓: Select Sector Spdr Tr; 新建仓: Norfolk Southern CORP (NSC); 新建仓: T Rowe Pr Health Science-inv (PRHSX); 新建仓: ProShares Ultra Pro S&P500; 新建仓: Ameriprise Financial, Inc. (AMP).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +0.9% | +0.07% | 加仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.5% | +1.53% | 加仓 |
| 3 | PH | Parker Hannifin CORP | +0.5% | +0.97% | 加仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +7.29% | 加仓 |
| 5 | ✓ | Spdr Series Trust S&p Biotech | +0.3% | -1.05% | 减仓 |
| 6 | BX | Blackstone Inc. | +0.3% | +1.07% | 加仓 |
| 7 | XYL | Xylem Inc. | +0.2% | -0.25% | 减仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.98% | 减仓 |
| 9 | ATR | Aptargroup INC | +0.1% | +1.01% | 加仓 |
| 10 | LDOS | Leidos Holdings INC | +0.1% | +1.65% | 加仓 |
| 11 | ACN | Accenture plc | +0.1% | +0.74% | 加仓 |
| 12 | ICE | Intercontinental Exchange In | +0.1% | +1.14% | 加仓 |
| 13 | XLF | Ss Financial Select Sector | +0.1% | +0.24% | 加仓 |
| 14 | AXP | American Express Co | +0.1% | +71.99% | 加仓 |
| 15 | IQV | IQVIA Holdings Inc. | 0% | +0.96% | 加仓 |
| 16 | TSLA | Tesla, Inc. | 0% | -4.71% | 减仓 |
| 17 | AAPL | Apple INC | 0% | -1.41% | 减仓 |
| 18 | QCOM | Qualcomm INC | 0% | — | 不变 |
| 19 | KO | Coca-cola Co/the | 0% | +1.53% | 加仓 |
| 20 | GOOG | Alphabet Inc-cl C | 0% | -4.44% | 减仓 |
| 21 | ✓ | Invesco Water Resources ETF | 0% | -2.28% | 减仓 |
| 22 | ✓ | Invesco Qqq Trust | — | — | 不变 |
| 23 | IBB | Ishares Biotechnology ETF | 0% | -1.15% | 减仓 |
| 24 | PM | Philip Morris International | 0% | +0.14% | 加仓 |
| 25 | XLC | Ss Comm Select Sector Spdr | 0% | -6.11% | 减仓 |
| 26 | HPP | Hudson Pacific Properties, Inc. | 0% | +0.32% | 加仓 |
| 27 | V | Visa Inc-class A Shares | 0% | +1.33% | 加仓 |
| 28 | VMC | Vulcan Materials Co | -0.1% | +0.74% | 加仓 |
| 29 | WM | Waste Management INC | -0.1% | +1.39% | 加仓 |
| 30 | ✓ | Oaktree Strategic Income Cor | -0.1% | -24.15% | 减仓 |
| 31 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -11.62% | 减仓 |
| 32 | CAG | Conagra Brands INC | -0.1% | +1.00% | 加仓 |
| 33 | COST | Costco Wholesale Corporation | -0.1% | +0.82% | 加仓 |
| 34 | IYW | Ishares Ustechnology ETF | -0.2% | +272.52% | 加仓 |
| 35 | TMO | Thermo Fisher Scientific INC | -0.2% | +0.40% | 加仓 |
| 36 | FDX | Fedex CORP | -0.2% | +0.11% | 加仓 |
| 37 | INTC | Intel CORP | -0.3% | +2.10% | 加仓 |
| 38 | MSFT | Microsoft CORP | -0.3% | -0.03% | 减仓 |
| 39 | META | Meta Platforms, Inc. | -0.3% | -0.63% | 减仓 |
| 40 | DHI | D.R. Horton, Inc. | -0.3% | +5.32% | 加仓 |
| 41 | NVDA | Nvidia CORP | -0.5% | +0.10% | 加仓 |
| 42 | AMZN | Amazon.com INC | -0.6% | -1.18% | 减仓 |
| 43 | ✓ | Select Sector Spdr Tr | — | NEW | 新建仓 |
| 44 | NSC | Norfolk Southern CORP | — | NEW | 新建仓 |
| 45 | PRHSX | T Rowe Pr Health Science-inv | — | NEW | 新建仓 |
| 46 | ✓ | ProShares Ultra Pro S&P500 | — | NEW | 新建仓 |
| 47 | AMP | Ameriprise Financial, Inc. | — | NEW | 新建仓 |
| 48 | SDA | Sealed Air CORP | — | NEW | 新建仓 |
| 49 | ALL | Allstate CORP | — | NEW | 新建仓 |
| 50 | KHC | Kraft Heinz Co/the | — | NEW | 新建仓 |
FAQ
Howard Capital Management 是什么机构？属于哪种投资人类型？
Howard Capital 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（2020-12-31），该机构追踪的股票投资组合估值约为 US$8.9亿，分布在 98 个已申报仓位之中。
Howard Capital Management 目前前几大持股有哪些？
根据最新 13F 申报，Howard Capital Management 按市值排列的前几大持股为：
1. Apple INC (AAPL) — US$6436.8万 (7.2%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$5904.1万 (6.6%)
3. Amazon.com INC (AMZN) — US$5190.6万 (5.8%)
4. Microsoft CORP (MSFT) — US$4142.5万 (4.7%)
5. Walt Disney Co/the (DIS) — US$3583.8万 (4.0%)
Howard Capital Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Howard Capital Management 共进行了 48 项显著调整：新建仓 8 个仓位、加仓 26 个既有持股、减仓 14 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Select Sector Spdr Tr; 新建仓: Norfolk Southern CORP (NSC); 新建仓: T Rowe Pr Health Science-inv (PRHSX); 新建仓: ProShares Ultra Pro S&P500; 新建仓: Ameriprise Financial, Inc. (AMP)
Howard Capital 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，Howard Capital Management 的主要板块分布如下：
• Information Technology: 31.3%
• Communication Services: 21.8%
• Consumer Discretionary: 11.6%
• Financials: 10.6%
• Health Care: 10.2%
• Consumer Staples: 9.5%
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