PT
Plimoth Trust Co LLC
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$4.5亿
申报季度: 2026-03-31 · 持股只数: 327
PLIMOTH TRUST CO LLC在最新一期 13F 报告中披露了 327 项持股，申报期为 2026-03-31，总持股市值约为 US$4.5亿，季度换手率为 12.8%。
机构性格雪花图
- 集中度
- 7.43
- 持仓稳定性
- 12.81
- 动能／逆势
- 100
- 行业集中度
- 55.31
- 多样化
- 100
- 仓位均衡度
- 85.08
近期动向
减仓 MSFT
+5.8% -US$479.3万
加仓 XOM
+2.8% US$279.9万
减仓 QCOM
-17.1% -US$259.4万
加仓 DELL
+24.6% US$205.6万
加仓 AMAT
-6.9% US$181.1万
减仓 GOOGL
-1.6% -US$165.1万
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
仅显示前 173 大持股（共 327 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 | 6.11% | -0.32% | +1.60% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.05% | -0.17% | +3.10% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.56% | -1.05% | +5.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.49% | -0.36% | -1.55% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.06% | -0.22% | +2.91% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.88% | -0.21% | +1.81% | |
| 7 | AMAT | Applied Materials INC | 股票-科技 | 2.10% | +0.41% | -6.89% | |
| 8 | WMT | Walmart INC | 股票-非周期性消费 | 2.03% | +0.14% | -4.08% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.02% | +0.63% | +2.78% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.83% | -0.19% | +4.99% | |
| 11 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.75% | +0.19% | -2.07% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.70% | +0.23% | -2.17% | |
| 13 | CAT | Caterpillar INC | 股票-工业 | 1.69% | +0.28% | -3.09% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.60% | — | +0.43% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 1.47% | — | -1.70% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.39% | — | +10.69% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.36% | +0.36% | -0.80% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | -0.28% | -4.59% | |
| 19 | IQLT | Ishares Msci International Q | ETF-其他 | 1.31% | — | +1.48% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.20% | — | -2.66% | |
| 21 | DELL | Dell Technologies -c | 股票-科技 | 1.20% | +0.47% | +24.60% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.11% | — | -2.91% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.10% | — | +9.36% | |
| 24 | CRM | Salesforce INC | 股票-科技 | 1.08% | -0.29% | +11.60% | |
| 25 | PGX | Invesco Preferred ETF | ETF-其他 | 1.07% | — | +0.15% | |
| 26 | NEE | Nextera Energy INC | 股票-公用事业 | 1.06% | +0.08% | -6.45% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.06% | -0.16% | -6.41% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.05% | — | +0.02% | |
| 29 | T | At&t INC | 股票-通信服务 | 1.03% | +0.13% | -1.93% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事业 | 1.01% | +0.12% | +1.02% | |
| 31 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.98% | — | -2.84% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.96% | -0.58% | -17.06% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | -0.07% | +4.88% | |
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 0.95% | +0.14% | +3.84% | |
| 35 | AMGN | Amgen INC | 股票-医疗保健 | 0.92% | — | -2.13% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.92% | -0.06% | -2.39% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.88% | -0.10% | -2.45% | |
| 38 | GE | General Electric | 股票-工业 | 0.87% | -0.08% | -0.15% | |
| 39 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.85% | — | -0.94% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.85% | — | -1.28% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.84% | +0.17% | +23.51% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.84% | -0.12% | +6.31% | |
| 43 | LIN | Linde plc | 股票-原材料 | 0.82% | +0.13% | +2.71% | |
| 44 | PANW | Palo Alto Networks INC | 股票-科技 | 0.81% | — | +16.47% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.77% | — | +0.41% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.76% | — | +12.45% | |
| 47 | GS | Goldman Sachs Group INC | 股票-金融 | 0.75% | — | -1.35% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | -2.72% | |
| 49 | TMUS | T-mobile US INC | 股票-通信服务 | 0.70% | +0.07% | +7.03% | |
| 50 | EMR | Emerson Electric Co | 股票-工业 | 0.69% | — | +2.03% |
1–50 of 173
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 | 327 | US$4.5亿 | 13 | |
| 2025-12-31 | 324 | US$4.5亿 | 11 | |
| 2025-09-30 | 317 | US$4.4亿 | 20 | |
| 2025-06-30 | 310 | US$4.2亿 | 0 | |
| 2025-03-31 | 306 | US$3.8亿 | 100 | |
| 2024-12-31 | 305 | US$3.9亿 | 0 | |
| 2024-09-30 | 306 | US$4.0亿 | 0 | |
| 2024-06-30 | 298 | US$3.7亿 | 0 | |
| 2024-03-31 | 300 | US$3.8亿 | 0 | |
| 2023-12-31 | 302 | US$3.5亿 | 0 | |
| 2023-09-30 | 304 | US$3.2亿 | 0 | |
| 2023-06-30 | 299 | US$3.3亿 | 0 | |
| 2023-03-31 | 304 | US$3.2亿 | 0 | |
| 2022-12-31 | 309 | US$3.1亿 | 0 | |
| 2022-09-30 | 300 | US$2.9亿 | 0 | |
| 2022-06-30 | 312 | US$3.2亿 | 0 | |
| 2022-03-31 | 317 | US$3.8亿 | 0 | |
| 2021-12-31 | 315 | US$3.9亿 | 0 | |
| 2021-09-30 | 311 | US$3.5亿 | 0 | |
| 2021-06-30 | 319 | US$3.6亿 | 97 | |
| 2021-03-31 | 316 | US$3.4亿 | 13 | |
| 2020-12-31 | 301 | US$3.2亿 | 11 | |
| 2020-09-30 | 303 | US$3.0亿 | 11 | |
| 2020-06-30 | 306 | US$2.8亿 | 26 | |
| 2020-03-31 | 300 | US$2.4亿 | 28 | |
| 2019-12-31 | 332 | US$3.1亿 | 12 | |
| 2019-09-30 | 351 | US$3.0亿 | 12 | |
| 2019-06-30 | 356 | US$3.0亿 | 12 | |
| 2019-03-31 | 346 | US$3.0亿 | 16 | |
| 2018-12-31 | 345 | US$2.7亿 | 16 | |
| 2018-09-30 | 348 | US$3.1亿 | 8 | |
| 2018-06-30 | 345 | US$2.9亿 | 18 | |
| 2018-03-31 | 357 | US$2.9亿 | 14 | |
| 2017-12-31 | 342 | US$2.8亿 | 0 |
本季持股变动
Plimoth Trust Co LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Mastercard INC - A (MA); 新建仓: Constellation Energy (CEG); 清仓: Accenture plc (ACN); 新建仓: Corning INC (GLW); 加仓: Microsoft CORP (MSFT) — 股数 +5.78%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +2.78% | 加仓 |
| 2 | DELL | Dell Technologies -c | +0.5% | +24.60% | 加仓 |
| 3 | AMAT | Applied Materials INC | +0.4% | -6.89% | 减仓 |
| 4 | CVX | Chevron CORP | +0.4% | -0.80% | 减仓 |
| 5 | CAT | Caterpillar INC | +0.3% | -3.09% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.2% | -2.17% | 减仓 |
| 7 | MRK | Merck & Co. INC. | +0.2% | -2.07% | 减仓 |
| 8 | GEV | GE Vernova INC | +0.2% | — | 不变 |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +23.51% | 加仓 |
| 10 | VZ | Verizon Communications INC | +0.2% | +5.29% | 加仓 |
| 11 | NFLX | Netflix INC | +0.2% | +53.72% | 加仓 |
| 12 | ETN | Eaton Corporation plc | +0.1% | +3.84% | 加仓 |
| 13 | WMT | Walmart INC | +0.1% | -4.08% | 减仓 |
| 14 | LIN | Linde plc | +0.1% | +2.71% | 加仓 |
| 15 | T | At&t INC | +0.1% | -1.93% | 减仓 |
| 16 | DUK | Duke Energy CORP | +0.1% | +1.02% | 加仓 |
| 17 | EFA | Ishares Msci Eafe ETF | +0.1% | +102.66% | 加仓 |
| 18 | NEE | Nextera Energy INC | +0.1% | -6.45% | 减仓 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +77.46% | 加仓 |
| 20 | TMUS | T-mobile US INC | +0.1% | +7.03% | 加仓 |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +9.54% | 加仓 |
| 22 | WM | Waste Management INC | +0.1% | +9.16% | 加仓 |
| 23 | ABBV | Abbvie INC | -0.1% | -2.39% | 减仓 |
| 24 | XLF | Ss Financial Select Sector | -0.1% | -3.90% | 减仓 |
| 25 | XLV | Ss Health Care Select Sector | -0.1% | -11.47% | 减仓 |
| 26 | BAC | Bank Of America CORP | -0.1% | +4.88% | 加仓 |
| 27 | GE | General Electric | -0.1% | -0.15% | 减仓 |
| 28 | ABT | Abbott Laboratories | -0.1% | +6.28% | 加仓 |
| 29 | NKE | Nike INC -cl B | -0.1% | -3.58% | 减仓 |
| 30 | UNH | Unitedhealth Group INC | -0.1% | -11.18% | 减仓 |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | -2.45% | 减仓 |
| 32 | AXP | American Express Co | -0.1% | +6.31% | 加仓 |
| 33 | XLK | Ss Technology Select Sector | -0.2% | -6.41% | 减仓 |
| 34 | IBM | Intl Business Machines CORP | -0.2% | -0.71% | 减仓 |
| 35 | NVDA | Nvidia CORP | -0.2% | +3.10% | 加仓 |
| 36 | ADBE | Adobe INC | -0.2% | -56.76% | 减仓 |
| 37 | DIS | Walt Disney Co/the | -0.2% | -16.86% | 减仓 |
| 38 | LLY | Eli Lilly & Co | -0.2% | +4.99% | 加仓 |
| 39 | JPM | Jpmorgan Chase & Co | -0.2% | +1.81% | 加仓 |
| 40 | AMZN | Amazon.com INC | -0.2% | +2.91% | 加仓 |
| 41 | V | Visa Inc-class A Shares | -0.3% | -4.59% | 减仓 |
| 42 | CRM | Salesforce INC | -0.3% | +11.60% | 加仓 |
| 43 | AAPL | Apple INC | -0.3% | +1.60% | 加仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.4% | -1.55% | 减仓 |
| 45 | QCOM | Qualcomm INC | -0.6% | -17.06% | 减仓 |
| 46 | MSFT | Microsoft CORP | -1.1% | +5.78% | 加仓 |
| 47 | MA | Mastercard INC - A | — | NEW | 新建仓 |
| 48 | CEG | Constellation Energy | — | NEW | 新建仓 |
| 49 | ACN | Accenture plc | — | EXIT | 清仓 |
| 50 | GLW | Corning INC | — | NEW | 新建仓 |
FAQ
Plimoth Trust Co LLC 是什么机构？属于哪种投资人类型？
Plimoth Trust Co 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$4.5亿，分布在 327 个已申报仓位之中。
Plimoth Trust Co LLC 目前前几大持股有哪些？
根据最新 13F 申报，Plimoth Trust Co LLC 按市值排列的前几大持股为：
1. Apple INC (AAPL) — US$2735.5万 (6.1%)
2. Nvidia CORP (NVDA) — US$2258.5万 (5.0%)
3. Microsoft CORP (MSFT) — US$2038.6万 (4.6%)
4. Alphabet Inc-cl A (GOOGL) — US$1563.1万 (3.5%)
5. Amazon.com INC (AMZN) — US$1367.0万 (3.1%)
Plimoth Trust Co LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Plimoth Trust Co LLC 共进行了 49 项显著调整：新建仓 3 个仓位、加仓 23 个既有持股、减仓 22 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Mastercard INC - A (MA); 新建仓: Constellation Energy (CEG); 清仓: Accenture plc (ACN); 新建仓: Corning INC (GLW); 加仓: Microsoft CORP (MSFT) — 股数 +5.78%
Plimoth Trust Co 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，Plimoth Trust Co LLC 的主要板块分布如下：
• Information Technology: 34.4%
• Health Care: 13.0%
• Communication Services: 11.9%
• Financials: 10.8%
• Industrials: 9.1%
• Consumer Discretionary: 8.5%
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