MK
M. Kraus & Co
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$3.4亿
申报季度: 2026-03-31 · 持股只数: 81
M. Kraus & Co在最新一期 13F 报告中披露了 81 项持股，申报期为 2026-03-31，总持股市值约为 US$3.4亿，季度换手率为 13.2%。
机构性格雪花图
- 集中度
- 15.05
- 持仓稳定性
- 13.25
- 动能／逆势
- 100
- 行业集中度
- 49.4
- 多样化
- 100
- 仓位均衡度
- 85.6
近期动向
减仓 MSFT
+0.0% -US$849.6万
加仓 LHX
-1.7% US$217.5万
加仓 JNJ
-1.0% US$173.5万
加仓 NEE
-1.0% US$155.2万
减仓 GOOG
-1.4% -US$314.4万
减仓 TMO
+0.6% -US$252.3万
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 |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 8.39% | -0.52% | -1.39% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.09% | -2.03% | +0.03% | |
| 3 | ✓ | Berkshire Hathaway - B | 股票-其他 | 6.05% | -0.10% | -1.11% | |
| 4 | LHX | L3harris Technologies INC | 股票-工业 | 4.71% | +0.81% | -1.70% | |
| 5 | RTX | Rtx CORP | 股票-工业 | 4.36% | +0.36% | -0.79% | |
| 6 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 4.28% | -0.52% | +0.59% | |
| 7 | NEE | NextEra Energy, Inc. | 股票-公用事业 | 3.58% | +0.59% | -1.04% | |
| 8 | NSC | Norfolk Southern CORP | 股票-工业 | 3.51% | +0.09% | -1.10% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.49% | +0.63% | -0.98% | |
| 10 | CSCO | Cisco Systems INC | 股票-科技 | 3.47% | +0.18% | +0.21% | |
| 11 | ROK | Rockwell Automation INC | 股票-工业 | 3.31% | -0.18% | -1.73% | |
| 12 | ECL | Ecolab INC | 股票-原材料 | 2.85% | — | -0.53% | |
| 13 | ITW | Illinois Tool Works | 股票-工业 | 2.84% | +0.22% | -1.74% | |
| 14 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 2.72% | +0.38% | -0.13% | |
| 15 | ABBV | AbbVie Inc. | 股票-医疗保健 | 2.48% | -0.02% | -0.25% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.45% | +0.17% | +2.05% | |
| 17 | PEP | Pepsico INC | 股票-非周期性消费 | 2.37% | +0.25% | -0.88% | |
| 18 | CARR | Carrier Global CORP | 股票-工业 | 2.31% | +0.23% | -0.30% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.30% | -0.35% | +1.55% | |
| 20 | ENB | Enbridge INC | 股票-能源 | 2.25% | +0.34% | -0.30% | |
| 21 | LIN | Linde plc | 股票-原材料 | 2.23% | +0.39% | -0.12% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 2.12% | -0.16% | -0.16% | |
| 23 | AAPL | Apple INC | 股票-科技 | 2.01% | -0.02% | +1.74% | |
| 24 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.88% | +0.17% | -1.38% | |
| 25 | MCHP | Microchip Technology INC | 股票-科技 | 1.68% | — | -0.15% | |
| 26 | RSG | Republic Services INC | 股票-工业 | 1.06% | +0.11% | +2.90% | |
| 27 | VZ | Verizon Communications Inc. | 股票-通信服务 | 0.94% | +0.20% | -0.14% | |
| 28 | COP | ConocoPhillips | 股票-能源 | 0.75% | +0.24% | -0.32% | |
| 29 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.75% | -0.04% | -0.29% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.69% | — | +22.11% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.58% | +0.17% | -0.62% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.57% | -0.04% | +0.42% | |
| 33 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.57% | -0.11% | -0.34% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | -0.10% | -4.76% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | -0.02% | +0.74% | |
| 36 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.52% | -0.07% | -4.94% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.40% | +0.07% | +3.71% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.38% | +0.07% | +2.79% | |
| 39 | GLD | SPDR Gold Shares | ETF-避险与商品 | 0.36% | — | — | |
| 40 | NVDA | NVIDIA Corporation | 股票-科技 | 0.34% | — | +2.04% | |
| 41 | AMGN | Amgen INC | 股票-医疗保健 | 0.25% | — | — | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.25% | -0.03% | — | |
| 43 | LAB | Standard BioTools Inc. | 股票-其他 | 0.25% | — | — | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.24% | +0.04% | +0.37% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.08% | — | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.24% | — | — | |
| 47 | MA | Mastercard Incorporated | 股票-金融 | 0.22% | -0.02% | -1.18% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.21% | — | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.20% | — | -3.42% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.20% | — | — |
1–50 of 81
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 | 81 | US$3.4亿 | 13 | |
| 2025-12-31 | 84 | US$3.6亿 | 10 | |
| 2025-09-30 | 84 | US$3.6亿 | 20 | |
| 2025-06-30 | 83 | US$3.4亿 | 0 | |
| 2025-03-31 | 80 | US$3.3亿 | 100 | |
| 2024-12-31 | 81 | US$3.3亿 | 0 | |
| 2024-09-30 | 80 | US$3.4亿 | 0 | |
| 2024-06-30 | 80 | US$3.3亿 | 0 | |
| 2024-03-31 | 82 | US$3.3亿 | 0 | |
| 2023-12-31 | 79 | US$3.1亿 | 0 | |
| 2023-09-30 | 77 | US$2.8亿 | 0 | |
| 2023-06-30 | 78 | US$3.0亿 | 0 | |
| 2023-03-31 | 75 | US$2.8亿 | 0 | |
| 2022-12-31 | 73 | US$2.7亿 | 0 | |
| 2022-09-30 | 68 | US$2.4亿 | 0 | |
| 2022-06-30 | 69 | US$2.6亿 | 0 | |
| 2022-03-31 | 72 | US$3.0亿 | 0 | |
| 2021-12-31 | 73 | US$3.1亿 | 0 | |
| 2021-09-30 | 74 | US$2.8亿 | 0 | |
| 2021-06-30 | 77 | US$2.8亿 | 100 | |
| 2021-03-31 | 71 | US$2.6亿 | 8 | |
| 2020-12-31 | 65 | US$2.4亿 | 13 | |
| 2020-09-30 | 56 | US$2.1亿 | 12 | |
| 2020-06-30 | 51 | US$1.9亿 | 24 | |
| 2020-03-31 | 44 | US$1.6亿 | 20 | |
| 2019-12-31 | 48 | US$2.0亿 | 11 | |
| 2019-09-30 | 47 | US$1.8亿 | 17 | |
| 2019-06-30 | 45 | US$1.8亿 | 9 | |
| 2019-03-31 | 45 | US$1.7亿 | 14 | |
| 2018-12-31 | 43 | US$1.5亿 | 15 | |
| 2018-09-30 | 45 | US$1.7亿 | 14 | |
| 2018-06-30 | 45 | US$1.6亿 | 10 | |
| 2018-03-31 | 44 | US$1.6亿 | 11 | |
| 2017-12-31 | 46 | US$1.7亿 | 25 | |
| 2017-09-30 | 50 | US$1.6亿 | 10 | |
| 2017-06-30 | 49 | US$1.6亿 | 12 | |
| 2017-03-31 | 49 | US$1.5亿 | 15 | |
| 2016-12-31 | 48 | US$1.5亿 | 11 | |
| 2016-09-30 | 50 | US$1.4亿 | 7 | |
| 2016-06-30 | 50 | US$1.4亿 | 7 | |
| 2016-03-31 | 52 | US$1.3亿 | 7 | |
| 2015-12-31 | 50 | US$1.3亿 | 16 | |
| 2015-09-30 | 48 | US$1.2亿 | 21 | |
| 2015-06-30 | 49 | US$1.4亿 | 8 | |
| 2015-03-31 | 49 | US$1.4亿 | 10 | |
| 2014-12-31 | 47 | US$1.4亿 | 14 | |
| 2014-09-30 | 49 | US$1.3亿 | 10 | |
| 2014-06-30 | 49 | US$1.3亿 | 7 | |
| 2014-03-31 | 46 | US$1.2亿 | 7 | |
| 2013-12-31 | 49 | US$1.2亿 | — |
本季持股变动
M. Kraus & Co 在 2026-03-31 最显著的持仓异动： 清仓: Accenture plc (ACN); 清仓: Adobe Inc. (ADBE); 清仓: Fiserv INC (FISV); 新建仓: Deere & Co (DE); 清仓: Exact Sciences Corp.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LHX | L3harris Technologies INC | +0.8% | -1.70% | 减仓 |
| 2 | JNJ | Johnson & Johnson | +0.6% | -0.98% | 减仓 |
| 3 | NEE | NextEra Energy, Inc. | +0.6% | -1.04% | 减仓 |
| 4 | LIN | Linde plc | +0.4% | -0.12% | 减仓 |
| 5 | CHD | Church & Dwight Co INC | +0.4% | -0.13% | 减仓 |
| 6 | RTX | Rtx CORP | +0.4% | -0.79% | 减仓 |
| 7 | ENB | Enbridge INC | +0.3% | -0.30% | 减仓 |
| 8 | PEP | Pepsico INC | +0.3% | -0.88% | 减仓 |
| 9 | COP | ConocoPhillips | +0.2% | -0.32% | 减仓 |
| 10 | CARR | Carrier Global CORP | +0.2% | -0.30% | 减仓 |
| 11 | ITW | Illinois Tool Works | +0.2% | -1.74% | 减仓 |
| 12 | VZ | Verizon Communications Inc. | +0.2% | -0.14% | 减仓 |
| 13 | CSCO | Cisco Systems INC | +0.2% | +0.21% | 加仓 |
| 14 | CVX | Chevron CORP | +0.2% | -0.62% | 减仓 |
| 15 | MDLZ | Mondelez International Inc-a | +0.2% | -1.38% | 减仓 |
| 16 | PG | Procter & Gamble Co/the | +0.2% | +2.05% | 加仓 |
| 17 | RSG | Republic Services INC | +0.1% | +2.90% | 加仓 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +105.63% | 加仓 |
| 19 | NSC | Norfolk Southern CORP | +0.1% | -1.10% | 减仓 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | — | 不变 |
| 21 | ETN | Eaton Corporation plc | +0.1% | +3.71% | 加仓 |
| 22 | MRK | Merck & Co. INC. | +0.1% | +2.79% | 加仓 |
| 23 | COST | Costco Wholesale CORP | 0% | +0.37% | 加仓 |
| 24 | ABBV | AbbVie Inc. | 0% | -0.25% | 减仓 |
| 25 | AAPL | Apple INC | 0% | +1.74% | 加仓 |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +0.74% | 加仓 |
| 27 | MA | Mastercard Incorporated | 0% | -1.18% | 减仓 |
| 28 | LLY | Eli Lilly & Co | 0% | — | 不变 |
| 29 | ORCL | Oracle CORP | 0% | -10.46% | 减仓 |
| 30 | ✓ | J P Morgan Chase And Co | 0% | -0.29% | 减仓 |
| 31 | AMZN | Amazon.com INC | 0% | +0.42% | 加仓 |
| 32 | VGT | Vanguard Info Tech ETF | -0.1% | -8.33% | 减仓 |
| 33 | OTIS | Otis Worldwide CORP | -0.1% | -4.94% | 减仓 |
| 34 | ✓ | Berkshire Hathaway - B | -0.1% | -1.11% | 减仓 |
| 35 | DIS | Walt Disney Co/the | -0.1% | -4.76% | 减仓 |
| 36 | BDX | Becton Dickinson And Co | -0.1% | -0.34% | 减仓 |
| 37 | AVGO | Broadcom INC | -0.2% | -0.16% | 减仓 |
| 38 | ROK | Rockwell Automation INC | -0.2% | -1.73% | 减仓 |
| 39 | ABT | Abbott Laboratories | -0.4% | +1.55% | 加仓 |
| 40 | GOOG | Alphabet Inc-cl C | -0.5% | -1.39% | 减仓 |
| 41 | TMO | Thermo Fisher Scientific INC | -0.5% | +0.59% | 加仓 |
| 42 | MSFT | Microsoft CORP | -2% | +0.03% | 加仓 |
| 43 | ACN | Accenture plc | — | EXIT | 清仓 |
| 44 | ADBE | Adobe Inc. | — | EXIT | 清仓 |
| 45 | FISV | Fiserv INC | — | EXIT | 清仓 |
| 46 | DE | Deere & Co | — | NEW | 新建仓 |
| 47 | ✓ | Exact Sciences Corp | — | EXIT | 清仓 |
| 48 | EPD | Enterprise Products Partners | — | NEW | 新建仓 |
| 49 | ✓ | Bank of America Corp. | — | EXIT | 清仓 |
| 50 | BIP | Brookfield Infrastructure Partners L.P. | — | NEW | 新建仓 |
FAQ
M. Kraus & Co 是什么机构？属于哪种投资人类型？
M. Kraus & Co 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$3.4亿，分布在 81 个已申报仓位之中。
M. Kraus & Co 目前前几大持股有哪些？
根据最新 13F 申报，M. Kraus & Co 按市值排列的前几大持股为：
1. Alphabet Inc-cl C (GOOG) — US$2875.4万 (8.4%)
2. Microsoft CORP (MSFT) — US$2775.2万 (8.1%)
3. Berkshire Hathaway - B — US$2075.1万 (6.0%)
4. L3harris Technologies INC (LHX) — US$1614.7万 (4.7%)
5. Rtx CORP (RTX) — US$1496.4万 (4.4%)
M. Kraus & Co 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，M. Kraus & Co 共进行了 48 项显著调整：新建仓 3 个仓位、加仓 13 个既有持股、减仓 27 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Accenture plc (ACN); 清仓: Adobe Inc. (ADBE); 清仓: Fiserv INC (FISV); 新建仓: Deere & Co (DE); 清仓: Exact Sciences Corp
M. Kraus & Co 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，M. Kraus & Co 的主要板块分布如下：
• Industrials: 25.8%
• Information Technology: 20.3%
• Health Care: 15.5%
• Communication Services: 11.6%
• Consumer Staples: 11.2%
• Materials: 5.6%
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