TS

Taylor Securities Services, Inc.

趋势追踪型行业集中型长期持有型

申报总市值

US$2.1亿

申报季度: 2026-03-31 · 持股只数: 55

Taylor Securities Services, Inc.在最新一期 13F 报告中披露了 55 项持股，申报期为 2026-03-31，总持股市值约为 US$2.1亿，季度换手率为 10.4%。

浏览其他1 亿至 10 亿美元机构浏览其他以“T”开头的机构

机构性格雪花图

集中度
53.3
持仓稳定性
10.38
动能／逆势
100
行业集中度
85.33
多样化
100
仓位均衡度
74.61

近期动向

  • 加仓 HEGD

    +8.7%　US$325.1万

  • 减仓 HELO

    -7.2%　-US$530.9万

  • 减仓 JPST

    -12.0%　-US$160.5万

  • 加仓 WSO

    +1.0%　US$71.5万

  • 加仓 RSP

    +149.8%　US$84.4万

  • 减仓 AAPL

    -0.1%　-US$121.6万

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
1HEGDSwan Hedged Equity US Lg CapETF-其他24.87%+2.05%+8.70%
2HELOJpmorgan Hedged Equity ETFETF-其他20.74%-1.95%-7.15%
3SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长11.64%+0.09%+3.29%
4AAPLApple INC股票-科技7.90%-0.37%-0.06%
5JPSTJpmorgan Ultra-short IncomeETF-其他5.49%-0.61%-12.04%
6AIQGlobal X Art Intel & TechETF-科技型4.08%+0.14%+10.43%
7WSOWatsco INC股票-工业4.05%+0.42%+0.95%
8NVDANvidia CORP股票-科技2.80%-0.09%+1.29%
9FHEQFidelity Hedged Equity ETFETF-其他2.14%+0.37%+24.14%
10LMTLockheed Martin CORP股票-工业1.32%+0.28%—
11TNLTravel + Leisure Co股票-周期性消费1.17%—-0.14%
12DEDeere & Co股票-工业1.16%+0.22%—
13MSFTMicrosoft CORP股票-科技0.95%-0.24%+1.29%
14VVisa Inc-class A Shares股票-金融0.91%-0.15%-3.32%
15QQQInvesco Qqq Trust Series 1ETF-科技型0.70%—+3.51%
16RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.66%+0.40%+149.80%
17HDHome Depot INC股票-周期性消费0.61%—+2.66%
18IVVIshares Core S&p 500 ETFETF-大型股与成长0.56%+0.05%+11.90%
19GOOGLAlphabet Inc-cl A股票-通信服务0.51%-0.05%-4.13%
20GOOGAlphabet Inc-cl C股票-通信服务0.47%-0.04%-1.06%
21SPLVInvesco S&p 500 Low VolatiliETF-大型股与成长0.44%—-3.86%
22AMZNAmazon.com INC股票-周期性消费0.44%-0.07%-6.02%
23AXPAmerican Express Co股票-金融0.41%-0.08%—
24MTBM & T Bank CORP股票-金融0.40%+0.02%—
25SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.38%——
26MCDMcdonald's CORP股票-周期性消费0.34%——
27USBUS Bancorp股票-金融0.29%——
28IBMIntl Business Machines CORP股票-科技0.27%-0.09%-12.62%
29CATCaterpillar INC股票-工业0.26%+0.06%—
30AMGNAmgen INC股票-医疗保健0.26%-0.13%-40.72%
31SHWSherwin-williams Co/the股票-原材料0.24%——
32PNCPnc Financial Services Group股票-金融0.24%—-1.60%
33WMTWalmart INC股票-非周期性消费0.24%+0.07%+21.48%
34ABBVAbbvie INC股票-医疗保健0.22%-0.01%-1.47%
35VTIVanguard Total Stock Mkt ETFETF-其他0.20%+0.07%+55.86%
36METAMeta Platforms Inc-class A股票-通信服务0.19%-0.03%+0.56%
37OCTWAlianzim US Eq Bfr20 Oct-usdETF-其他0.19%+0.01%+6.82%
38TSLATesla INC股票-周期性消费0.18%-0.05%-8.79%
39LLYEli Lilly & Co股票-医疗保健0.17%-0.03%+0.25%
40JBNDJpmorgan Active Bond ETFETF-其他0.15%-0.02%-15.67%
41JEPIJpmorgan Equity Premium IncoETF-其他0.15%+0.15%NEW
42CCL1EURCarnival CORP LTD股票-周期性消费0.14%-0.02%+0.95%
43GLDSpdr Gold SharesETF-避险与商品0.13%—-6.42%
44JEPQJPM Nasdaq Equity PremiumETF-科技型0.13%+0.13%NEW
45PGProcter & Gamble Co/the股票-非周期性消费0.12%—+0.05%
46XOMExxon Mobil CORP股票-能源0.12%+0.12%NEW
47MRKMerck & Co. INC.股票-医疗保健0.12%+0.01%+0.09%
48MARMarriott International -cl A股票-周期性消费0.12%—-0.25%
49VZVerizon Communications INC股票-通信服务0.11%+0.11%NEW
50TFCTruist Financial CORP股票-金融0.11%+0.11%NEW
1–50 of 55

本季持股变动

Taylor Securities Services, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: L3harris Technologies INC (LHX); 清仓: General Dynamics CORP (GD); 清仓: Netflix INC (NFLX); 新建仓: Jpmorgan Equity Premium Inco (JEPI); 新建仓: JPM Nasdaq Equity Premium (JEPQ).

Taylor Securities Services, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1HEGDSwan Hedged Equity US Lg Cap+2.1%+8.70%加仓
2WSOWatsco INC+0.4%+0.95%加仓
3RSPInvesco S&p 500 Equal Weight+0.4%+149.80%加仓
4FHEQFidelity Hedged Equity ETF+0.4%+24.14%加仓
5LMTLockheed Martin CORP+0.3%—不变
6DEDeere & Co+0.2%—不变
7AIQGlobal X Art Intel & Tech+0.1%+10.43%加仓
8SPYSs Spdr S&p 500 ETF Trust-us+0.1%+3.29%加仓
9VTIVanguard Total Stock Mkt ETF+0.1%+55.86%加仓
10WMTWalmart INC+0.1%+21.48%加仓
11CATCaterpillar INC+0.1%—不变
12IVVIshares Core S&p 500 ETF+0.1%+11.90%加仓
13MTBM & T Bank CORP0%—不变
14MRKMerck & Co. INC.0%+0.09%加仓
15OCTWAlianzim US Eq Bfr20 Oct-usd0%+6.82%加仓
16TNLTravel + Leisure Co—-0.14%减仓
17QQQInvesco Qqq Trust Series 1—+3.51%加仓
18SPYMSte Str Spdr Pt S&p 500 ETF——不变
19HDHome Depot INC—+2.66%加仓
20USBUS Bancorp——不变
21ABBVAbbvie INC0%-1.47%减仓
22GEGeneral Electric0%-3.23%减仓
23JBNDJpmorgan Active Bond ETF0%-15.67%减仓
24CCL1EURCarnival CORP LTD0%+0.95%加仓
25LLYEli Lilly & Co0%+0.25%加仓
26METAMeta Platforms Inc-class A0%+0.56%加仓
27GOOGAlphabet Inc-cl C0%-1.06%减仓
28GOOGLAlphabet Inc-cl A-0.1%-4.13%减仓
29TSLATesla INC-0.1%-8.79%减仓
30AMZNAmazon.com INC-0.1%-6.02%减仓
31AXPAmerican Express Co-0.1%—不变
32NVDANvidia CORP-0.1%+1.29%加仓
33IBMIntl Business Machines CORP-0.1%-12.62%减仓
34AMGNAmgen INC-0.1%-40.72%减仓
35VVisa Inc-class A Shares-0.2%-3.32%减仓
36MSFTMicrosoft CORP-0.2%+1.29%加仓
37AAPLApple INC-0.4%-0.06%减仓
38JPSTJpmorgan Ultra-short Income-0.6%-12.04%减仓
39HELOJpmorgan Hedged Equity ETF-2%-7.15%减仓
40LHXL3harris Technologies INC—EXIT清仓
41GDGeneral Dynamics CORP—EXIT清仓
42NFLXNetflix INC—EXIT清仓
43JEPIJpmorgan Equity Premium Inco—NEW新建仓
44JEPQJPM Nasdaq Equity Premium—NEW新建仓
45XOMExxon Mobil CORP—NEW新建仓
46AMDAdvanced Micro Devices—EXIT清仓
47VZVerizon Communications INC—NEW新建仓
48TFCTruist Financial CORP—NEW新建仓
49VOOVanguard S&p 500 ETF—NEW新建仓
50BKNGBooking Holdings INC—EXIT清仓

FAQ

Taylor Securities Services, Inc. 是什么机构？属于哪种投资人类型？
Taylor Securities Services, Inc. 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$2.1亿，分布在 55 个已申报仓位之中。
Taylor Securities Services, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Taylor Securities Services, Inc. 按市值排列的前几大持股为： 1. Swan Hedged Equity US Lg Cap (HEGD) — US$5327.6万 (24.9%) 2. Jpmorgan Hedged Equity ETF (HELO) — US$4442.1万 (20.7%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2493.2万 (11.6%) 4. Apple INC (AAPL) — US$1692.3万 (7.9%) 5. Jpmorgan Ultra-short Income (JPST) — US$1176.7万 (5.5%)
Taylor Securities Services, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Taylor Securities Services, Inc. 共进行了 43 项显著调整：新建仓 6 个仓位、加仓 18 个既有持股、减仓 14 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: L3harris Technologies INC (LHX); 清仓: General Dynamics CORP (GD); 清仓: Netflix INC (NFLX); 新建仓: Jpmorgan Equity Premium Inco (JEPI); 新建仓: JPM Nasdaq Equity Premium (JEPQ)
Taylor Securities Services, Inc. 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，Taylor Securities Services, Inc. 的主要板块分布如下： • Information Technology: 44.2% • Industrials: 25.6% • Consumer Discretionary: 11.1% • Financials: 8.7% • Communication Services: 4.8% • Health Care: 2.9%

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