TP
Tranquility Partners, 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$2.7亿
申报季度: 2026-03-31 · 持股只数: 226
Tranquility Partners, LLC在最新一期 13F 报告中披露了 226 项持股，申报期为 2026-03-31，总持股市值约为 US$2.7亿，季度换手率为 13.3%。
机构性格雪花图
- 集中度
- 5.57
- 持仓稳定性
- 13.28
- 动能／逆势
- 100
- 行业集中度
- 62.02
- 多样化
- 100
- 仓位均衡度
- 85.31
近期动向
减仓 MSFT
+2.1% -US$376.8万
减仓 BX
+14.3% -US$178.3万
加仓 COST
-3.5% US$66.5万
加仓 MPC
-1.1% US$81.7万
减仓 OWL
+22.6% -US$100.0万
减仓 APH
-42.7% -US$82.0万
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 | MSFT | Microsoft CORP | 股票-科技 | 5.09% | -1.13% | +2.15% | |
| 2 | BX | Blackstone INC | 股票-金融 | 4.02% | -0.46% | +14.31% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.68% | -0.10% | -0.48% | |
| 4 | HCA | Hca Healthcare INC | 股票-医疗保健 | 2.83% | — | -0.78% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.58% | -0.07% | -0.71% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.44% | +0.35% | -3.52% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.30% | -0.08% | +0.14% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.23% | -0.14% | -0.39% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | -0.09% | -0.09% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.86% | -0.08% | +0.14% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.77% | — | +1.33% | |
| 12 | GBDC | Golub Capital Bdc INC | 股票-金融 | 1.73% | — | +2.63% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.59% | -0.10% | -1.95% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.36% | — | +2.34% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.34% | -0.14% | -1.18% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.30% | — | +0.12% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.27% | — | -0.40% | |
| 18 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 1.13% | — | -0.50% | |
| 19 | OWL | Blue Owl Capital INC | 股票-金融 | 1.13% | -0.31% | +22.59% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.09% | — | -2.00% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | -0.13% | -1.21% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.00% | — | +2.29% | |
| 23 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.94% | +0.33% | -1.06% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.94% | — | +4.62% | |
| 25 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.93% | — | +18.16% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.90% | — | +4.13% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | — | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.86% | — | +2.88% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.84% | — | +0.63% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | +0.18% | +3.24% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.81% | — | +2.69% | |
| 32 | GS | Goldman Sachs Group INC | 股票-金融 | 0.81% | — | -2.06% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | — | +4.44% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.78% | — | -1.51% | |
| 35 | NMRK | Newmark Group Inc-class A | 股票-其他 | 0.72% | -0.07% | +0.44% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.71% | — | +5.17% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.70% | — | +1.90% | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.68% | — | +5.76% | |
| 39 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.65% | -0.14% | -10.79% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.65% | — | -0.08% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.63% | — | +1.17% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.61% | — | +0.55% | |
| 43 | OKE | Oneok INC | 股票-能源 | 0.60% | +0.14% | +0.44% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | — | +5.92% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.57% | — | +6.24% | |
| 46 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.54% | — | -5.84% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.54% | — | +5.17% | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.54% | — | +6.69% | |
| 49 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | — | -0.70% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.52% | — | +7.38% |
1–50 of 226
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 | 226 | US$2.7亿 | 13 | |
| 2025-12-31 | 227 | US$2.8亿 | 12 | |
| 2025-09-30 | 237 | US$3.0亿 | 27 | |
| 2025-06-30 | 217 | US$2.8亿 | 0 | |
| 2025-03-31 | 207 | US$2.6亿 | 100 | |
| 2024-12-31 | 204 | US$2.7亿 | 0 | |
| 2024-09-30 | 218 | US$2.8亿 | 0 | |
| 2024-06-30 | 212 | US$2.6亿 | 0 | |
| 2024-03-31 | 208 | US$2.6亿 | 0 | |
| 2023-12-31 | 200 | US$2.4亿 | 0 | |
| 2023-09-30 | 209 | US$2.3亿 | 0 | |
| 2023-06-30 | 215 | US$2.3亿 | 0 | |
| 2023-03-31 | 206 | US$2.1亿 | 0 | |
| 2022-12-31 | 203 | US$2.0亿 | 0 | |
| 2022-09-30 | 190 | US$1.8亿 | 0 | |
| 2022-06-30 | 209 | US$1.9亿 | 0 | |
| 2022-03-31 | 219 | US$2.1亿 | 0 | |
| 2021-12-31 | 216 | US$2.2亿 | 0 | |
| 2021-09-30 | 214 | US$2.0亿 | 0 | |
| 2021-06-30 | 193 | US$1.8亿 | 95 | |
| 2021-03-31 | 184 | US$1.6亿 | 23 | |
| 2020-12-31 | 168 | US$1.4亿 | 28 | |
| 2020-09-30 | 148 | US$1.2亿 | 20 | |
| 2020-06-30 | 142 | US$1.1亿 | 36 | |
| 2020-03-31 | 131 | US$8688.5万 | 49 | |
| 2019-12-31 | 153 | US$1.1亿 | 28 | |
| 2019-09-30 | 151 | US$9435.4万 | 21 | |
| 2019-06-30 | 151 | US$9277.0万 | 0 |
本季持股变动
Tranquility Partners, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Automatic Data Processing (ADP); 清仓: Ishares U.s. Healthcare ETF (IYH); 新建仓: GE Vernova INC (GEV); 清仓: Cooper Cos Inc/the (COO); 新建仓: General Electric (GE).
FAQ
Tranquility Partners, LLC 是什么机构？属于哪种投资人类型？
Tranquility Partners, 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$2.7亿，分布在 226 个已申报仓位之中。
Tranquility Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Tranquility Partners, LLC 按市值排列的前几大持股为：
1. Microsoft CORP (MSFT) — US$1350.4万 (5.1%)
2. Blackstone INC (BX) — US$1066.3万 (4.0%)
3. Apple INC (AAPL) — US$975.4万 (3.7%)
4. Hca Healthcare INC (HCA) — US$750.1万 (2.8%)
5. Nvidia CORP (NVDA) — US$684.3万 (2.6%)
Tranquility Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Tranquility Partners, LLC 共进行了 48 项显著调整：新建仓 9 个仓位、加仓 10 个既有持股、减仓 16 个仓位，并完全清仓 13 个持股。 其中幅度最大的异动：清仓: Automatic Data Processing (ADP); 清仓: Ishares U.s. Healthcare ETF (IYH); 新建仓: GE Vernova INC (GEV); 清仓: Cooper Cos Inc/the (COO); 新建仓: General Electric (GE)
Tranquility Partners, 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，Tranquility Partners, LLC 的主要板块分布如下：
• Information Technology: 36.2%
• Financials: 19.3%
• Communication Services: 11.9%
• Consumer Staples: 9.8%
• Health Care: 8.0%
• Consumer Discretionary: 7.2%
同行推荐
资产规模相近的机构
LW
Landmark Wealth Management, INC.
申报总市值
US$2.7亿
70 stks
2026-03-31
集中度34.1
持仓稳定性8.6
行业集中度100.0
资产规模与本机构相差仅 0.0%
查看详情
WR
Wind River Trust Co
申报总市值
US$2.7亿
11 stks
2026-03-31
集中度77.6
持仓稳定性5.3
行业集中度0.0
资产规模与本机构相差仅 0.0%
查看详情
MV
Missouri Valley Partners, INC.
申报总市值
US$2.6亿
165 stks
2013-09-30
集中度3.7
持仓稳定性41.1
行业集中度45.3
资产规模与本机构相差仅 0.1%
查看详情
风格推荐
持仓风格相似的机构
AD
Adams Diversified Equity Fund, INC.
申报总市值
US$28.4亿
99 stks
2026-03-31
集中度10.3
持仓稳定性36.4
行业集中度68.6
前五大持仓重叠 3/5 档，同样重仓 Nvidia CORP
查看详情
FA
Fred Alger Management, LLC
申报总市值
US$227.7亿
525 stks
2026-03-31
集中度16.8
持仓稳定性32.2
行业集中度81.0
前五大持仓重叠 3/5 档，同样重仓 Nvidia CORP
查看详情
AB
Associated Banc-Corp
申报总市值
US$37.8亿
332 stks
2026-03-31
集中度6.8
持仓稳定性14.2
行业集中度44.0
前五大持仓重叠 3/5 档，同样重仓 Nvidia CORP
查看详情