LA
Lindenwold Advisors, INC
分散型投資策略趨勢追蹤型高品質投資策略
申報總市值
US$2.1億
申報季度: 2025-09-30 · 持股檔數: 110
Lindenwold Advisors, INC在最新一期 13F 報告中揭露了 110 項持股，申報期為 2025-09-30，總持股市值約為 US$2.1億，季度換手率為 32.6%。
機構性格雪花圖
- 集中度
- 12.46
- 持倉穩定性
- 32.6
- 動能／逆勢
- 100
- 產業集中度
- 67.71
- 多樣化
- 100
- 倉位均衡度
- 84.35
近期動向
加碼 NVDA
+33.0% US$505.2萬
減碼 UNH
-39.6% -US$261.3萬
加碼 VXUS
+6.3% US$564.3萬
減碼 AAPL
-20.4% -US$58.3萬
加碼 GOOGL
-0.1% US$267.5萬
加碼 DFSV
+51.7% US$152.4萬
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 |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 11.61% | +1.07% | +6.31% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.31% | -0.22% | +8.62% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.21% | +2.06% | +33.01% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.85% | +0.17% | -12.49% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.73% | -0.99% | -20.37% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.35% | +0.90% | -0.12% | |
| 7 | MBB | Ishares Mbs ETF | ETF-其他 | 3.19% | +0.03% | +4.55% | |
| 8 | KORP | American Century Diversified | ETF-其他 | 3.10% | +0.07% | +4.77% | |
| 9 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.80% | +0.05% | +4.72% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 2.36% | — | +7.21% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.29% | -0.05% | +1.62% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.96% | -0.01% | -0.32% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.77% | +0.20% | +0.57% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.73% | +0.16% | +0.59% | |
| 15 | ABBV | Abbvie INC | 股票-醫療保健 | 1.71% | -0.05% | +0.96% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.62% | — | -0.01% | |
| 17 | PGR | Progressive CORP | 股票-金融 | 1.44% | -0.44% | +0.91% | |
| 18 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.43% | -0.53% | +0.42% | |
| 19 | UNP | Union Pacific CORP | 股票-工業 | 1.41% | — | +0.75% | |
| 20 | SNA | Snap-on INC | 股票-工業 | 1.32% | — | -0.07% | |
| 21 | ULTA | Ulta Beauty INC | 股票-循環性消費 | 1.23% | +0.29% | +0.95% | |
| 22 | ZTS | Zoetis INC | 股票-醫療保健 | 1.16% | +1.16% | NEW | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 1.15% | +0.28% | -16.05% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.12% | — | +0.98% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.12% | — | +0.92% | |
| 26 | EA | Electronic Arts INC | 股票-通訊服務 | 1.12% | +0.20% | +0.64% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 1.10% | — | +0.95% | |
| 28 | RMD | Resmed INC | 股票-醫療保健 | 1.09% | +1.09% | NEW | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.06% | +0.66% | +51.73% | |
| 30 | CDNS | Cadence Design Sys INC | 股票-科技 | 1.02% | +0.16% | +0.69% | |
| 31 | ADBE | Adobe INC | 股票-科技 | 1.02% | +0.17% | +0.20% | |
| 32 | BLK | Blackrock INC | 股票-金融 | 1.01% | -0.39% | -6.07% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.99% | +0.03% | -24.41% | |
| 34 | AEE | Ameren Corporation | 股票-公用事業 | 0.98% | — | +1.11% | |
| 35 | EXPD | Expeditors Intl Wash INC | 股票-工業 | 0.96% | — | +0.84% | |
| 36 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.90% | — | +1.19% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.87% | — | +0.85% | |
| 38 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.86% | -1.60% | -39.59% | |
| 39 | VSDM | Vanguard Short Tax-ex Bond | ETF-其他 | 0.84% | +0.84% | NEW | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.82% | +0.82% | NEW | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.80% | — | +1.14% | |
| 42 | GIS | General Mills INC | 股票-非循環性消費 | 0.79% | — | -0.36% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.74% | -0.66% | -8.59% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.71% | — | +0.57% | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.63% | +0.63% | NEW | |
| 46 | DELL | Dell Technologies -c | 股票-科技 | 0.62% | +0.17% | +0.96% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.59% | — | +0.68% | |
| 48 | PSA | Public Storage | 股票-房地產 | 0.58% | — | +0.87% | |
| 49 | EOG | Eog Resources INC | 股票-能源 | 0.58% | — | +0.86% | |
| 50 | NFLX | Netflix INC | 股票-通訊服務 | 0.57% | +0.57% | NEW |
1–50 of 110
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2025-09-30 | 110 | US$2.1億 | 33 | |
| 2025-06-30 | 107 | US$1.9億 | 0 | |
| 2025-03-31 | 108 | US$1.8億 | 0 | |
| 2024-12-31 | 111 | US$1.9億 | 0 | |
| 2024-09-30 | 115 | US$2.0億 | 0 | |
| 2024-06-30 | 112 | US$1.9億 | 0 | |
| 2024-03-31 | 117 | US$1.9億 | 0 | |
| 2023-12-31 | 114 | US$1.8億 | 0 | |
| 2023-09-30 | 111 | US$1.6億 | 0 | |
| 2023-06-30 | 112 | US$1.6億 | 0 | |
| 2023-03-31 | 113 | US$1.6億 | 0 | |
| 2022-12-31 | 114 | US$1.5億 | 0 | |
| 2022-09-30 | 107 | US$1.4億 | 0 | |
| 2022-06-30 | 108 | US$1.4億 | 0 | |
| 2022-03-31 | 124 | US$1.6億 | 0 | |
| 2021-12-31 | 128 | US$1.7億 | 0 |
本季持股變動
Lindenwold Advisors, INC 在 2025-09-30 最顯著的持倉異動： 新建倉: Zoetis INC (ZTS); 新建倉: Resmed INC (RMD); 清倉: Hologic INC (HO1); 新建倉: Vanguard Short Tax-ex Bond (VSDM); 新建倉: Broadcom INC (AVGO).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | +33.01% | 加碼 |
| 2 | VXUS | Vanguard Total Intl Stock | +1.1% | +6.31% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.12% | 加碼 |
| 4 | DFSV | Dimensional US Small Cap Val | +0.7% | +51.73% | 加碼 |
| 5 | ULTA | Ulta Beauty INC | +0.3% | +0.95% | 加碼 |
| 6 | LRCX | Lam Research CORP | +0.3% | -16.05% | 減碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.57% | 加碼 |
| 8 | EA | Electronic Arts INC | +0.2% | +0.64% | 加碼 |
| 9 | TXRH | Texas Roadhouse INC | +0.2% | +112.32% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.2% | -12.49% | 減碼 |
| 11 | ADBE | Adobe INC | +0.2% | +0.20% | 加碼 |
| 12 | DELL | Dell Technologies -c | +0.2% | +0.96% | 加碼 |
| 13 | WTRG | Essential Utilities INC | +0.2% | +133.25% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +0.59% | 加碼 |
| 15 | CDNS | Cadence Design Sys INC | +0.2% | +0.69% | 加碼 |
| 16 | KORP | American Century Diversified | +0.1% | +4.77% | 加碼 |
| 17 | CORP | Pimco Inv Grade CORP Bd ETF | +0.1% | +4.72% | 加碼 |
| 18 | MBB | Ishares Mbs ETF | 0% | +4.55% | 加碼 |
| 19 | KLAC | Kla CORP | 0% | -24.41% | 減碼 |
| 20 | AMZN | Amazon.com INC | 0% | -0.32% | 加碼 |
| 21 | AVUV | Avantis US Small Cap Value | -0.1% | +1.62% | 加碼 |
| 22 | ABBV | Abbvie INC | -0.1% | +0.96% | 加碼 |
| 23 | MUB | Ishares National Muni Bond E | -0.2% | +8.62% | 加碼 |
| 24 | SFM | Sprouts Farmers Market INC | -0.3% | -10.82% | 減碼 |
| 25 | WSO | Watsco INC | -0.3% | -11.72% | 減碼 |
| 26 | BLK | Blackrock INC | -0.4% | -6.07% | 減碼 |
| 27 | PGR | Progressive CORP | -0.4% | +0.91% | 加碼 |
| 28 | MRSH | Marsh & Mclennan Cos | -0.5% | +0.42% | 加碼 |
| 29 | CVX | Chevron CORP | -0.7% | -8.59% | 減碼 |
| 30 | AAPL | Apple INC | -1% | -20.37% | 減碼 |
| 31 | UNH | Unitedhealth Group INC | -1.6% | -39.59% | 減碼 |
| 32 | ZTS | Zoetis INC | — | NEW | 新建倉 |
| 33 | RMD | Resmed INC | — | NEW | 新建倉 |
| 34 | HO1 | Hologic INC | — | EXIT | 清倉 |
| 35 | VSDM | Vanguard Short Tax-ex Bond | — | NEW | 新建倉 |
| 36 | AVGO | Broadcom INC | — | NEW | 新建倉 |
| 37 | AVY | Avery Dennison CORP | — | EXIT | 清倉 |
| 38 | SHW | Sherwin-williams Co/the | — | NEW | 新建倉 |
| 39 | MRK | Merck & Co. INC. | — | EXIT | 清倉 |
| 40 | NFLX | Netflix INC | — | NEW | 新建倉 |
| 41 | WSM | Williams-sonoma INC | — | EXIT | 清倉 |
| 42 | PWRD | Tcw Transform Systems ETF | — | NEW | 新建倉 |
| 43 | ENFR | Alerian Energy Infrastructur | — | NEW | 新建倉 |
| 44 | NUKZ | Range Nuclear Renaissance | — | NEW | 新建倉 |
| 45 | ATR | Aptargroup INC | — | NEW | 新建倉 |
| 46 | SKAA | Skechers USA Inc-cl A | — | EXIT | 清倉 |
| 47 | BDC | Belden INC | — | NEW | 新建倉 |
| 48 | BLD | Topbuild CORP | — | NEW | 新建倉 |
| 49 | TTEK 2.25 08-15-28 | Tetra Tech INC | — | NEW | 新建倉 |
| 50 | AMLP | Alerian Mlp ETF | — | NEW | 新建倉 |
FAQ
Lindenwold Advisors, INC 是什麼機構？屬於哪種投資人類型？
Lindenwold Advisors, INC 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（2025-09-30），該機構追蹤的股票投資組合估值約為 US$2.1億，分佈在 110 個已申報部位之中。
Lindenwold Advisors, INC 目前前幾大持股有哪些？
根據最新 13F 申報，Lindenwold Advisors, INC 按市值排列的前幾大持股為：
1. Vanguard Total Intl Stock (VXUS) — US$2457.6萬 (11.6%)
2. Ishares National Muni Bond E (MUB) — US$1123.9萬 (5.3%)
3. Nvidia CORP (NVDA) — US$891.4萬 (4.2%)
4. Microsoft CORP (MSFT) — US$813.8萬 (3.9%)
5. Apple INC (AAPL) — US$789.9萬 (3.7%)
Lindenwold Advisors, INC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Lindenwold Advisors, INC 共進行了 50 項顯著調整：新建倉 14 個部位、加碼 22 個既有持股、減碼 9 個部位，並完全清倉 5 個持股。 其中幅度最大的異動：新建倉: Zoetis INC (ZTS); 新建倉: Resmed INC (RMD); 清倉: Hologic INC (HO1); 新建倉: Vanguard Short Tax-ex Bond (VSDM); 新建倉: Broadcom INC (AVGO)
Lindenwold Advisors, INC 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，Lindenwold Advisors, INC 的主要板塊分佈如下：
• Information Technology: 40.0%
• Communication Services: 17.4%
• Financials: 12.0%
• Consumer Discretionary: 10.4%
• Health Care: 6.4%
• Industrials: 5.5%
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