AL
Atherton Lane Advisers, LLC SEC 13F 歷史申報與持倉存檔（Q4 2015）
Atherton Lane Advisers, LLCCIK: 0001326196
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$17.2億
申報季度: 2015-12-31 · 持股檔數: 231
ATHERTON LANE ADVISERS, LLC在最新一期 13F 報告中揭露了 231 項持股，申報期為 2015-12-31，總持股市值約為 US$17.2億，季度換手率為 21.3%。
機構性格雪花圖
- 集中度
- 6.52
- 持倉穩定性
- 21.32
- 動能傾向
- 100
- 產業集中度
- 45.28
- 多樣化
- 100
- 倉位均衡度
- 83.33
Atherton Lane Advisers, LLC 目前揭露的持股，Herfindahl 集中度指數為 0.016——換算下來相當於約 61 個等權重部位，明顯低於其實際揭露的 231 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位，而非廣泛分散。
整體部位大小差異頗大（變異係數為 1.67），除了少數重倉部位外，還有許多規模較小的持股。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
目前產業板塊分類約涵蓋此投資組合揭露價值的 46%；其餘部分（例如未對應板塊的標的、選擇權或其他證券類型）尚未納入板塊分類範圍。
來源與引用資訊
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減碼 049513104
-98.1% -US$1612.2萬
減碼 EWH
-8.3% -US$327.3萬
加碼 N59465109
+5.0% US$870.4萬
減碼 KKR
-0.9% -US$347.2萬
加碼 BABA
+7.7% US$770.0萬
加碼 CRM
+30.9% US$722.3萬
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
僅顯示前 200 大持股（共 231 檔）
| # | 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 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 3.73% | -0.09% | +0.91% | |
| 2 | EWH | Ishares Msci Hong Kong ETF | ETF-其他 | 3.69% | -0.47% | -8.27% | |
| 3 | KKR | KKR & Co. Inc. | 股票-金融 | 2.34% | -0.39% | -0.92% | |
| 4 | WFC | Wells Fargo & Co | 股票-金融 | 2.30% | -0.02% | +0.46% | |
| 5 | HD | Home Depot Inc | 股票-循環性消費 | 2.25% | +0.13% | -0.49% | |
| 6 | NKE | Nike Inc -cl B | 股票-循環性消費 | 2.23% | — | +97.83% | |
| 7 | DHI | Dr Horton Inc | 股票-循環性消費 | 2.22% | +0.07% | +1.65% | |
| 8 | FRCB | First Republic Bank/ca | 股票-金融 | 2.08% | -0.04% | +0.18% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.05% | +2.05% | NEW | |
| 10 | AMGN | Amgen Inc | 股票-醫療保健 | 2.02% | +0.20% | +1.44% | |
| 11 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.00% | — | +1.44% | |
| 12 | INTC | Intel CORP | 股票-科技 | 1.98% | +0.13% | +0.32% | |
| 13 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.96% | +0.12% | -1.62% | |
| 14 | CELG | Celgene CORP | 股票-其他 | 1.92% | +0.11% | +2.91% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | +0.18% | +9.49% | |
| 16 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.86% | +0.08% | +1.76% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.85% | +0.07% | +0.16% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.83% | — | -0.36% | |
| 19 | BA | Boeing Co/the | 股票-工業 | 1.80% | +0.09% | +2.07% | |
| 20 | ✓ | Mylan N V | 股票-其他 | 1.74% | +0.41% | +5.01% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.71% | +0.20% | +4.74% | |
| 22 | BLKCHF | Blackrock Inc | 股票-其他 | 1.66% | +0.14% | +2.65% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.66% | +0.16% | +2.30% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 1.64% | — | +0.27% | |
| 25 | HON | Honeywell International Inc | 股票-工業 | 1.63% | +0.10% | +4.72% | |
| 26 | PFE | Pfizer Inc | 股票-醫療保健 | 1.61% | — | +1.45% | |
| 27 | TOL | Toll Brothers Inc | 股票-循環性消費 | 1.51% | — | +3.77% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 1.50% | +0.05% | +2.10% | |
| 29 | NOC | Northrop Grumman CORP | 股票-工業 | 1.49% | +0.23% | +11.66% | |
| 30 | BKNG | Booking Holdings Inc. | 股票-循環性消費 | 1.44% | — | +1.07% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.37% | +0.38% | +7.69% | |
| 32 | ✓ | Quintiles Transnational Holdin | 股票-其他 | 1.37% | — | +4.88% | |
| 33 | DUK | Duke Energy Corporation | 股票-公用事業 | 1.37% | +0.29% | -1.85% | |
| 34 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.36% | — | +4.02% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 1.32% | +0.02% | +5.14% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | +1.31% | NEW | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 1.31% | — | -2.07% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 1.30% | +0.36% | +30.92% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 1.30% | +0.06% | +3.95% | |
| 40 | SLB | Slb LTD | 股票-能源 | 1.29% | — | +2.69% | |
| 41 | WY | Weyerhaeuser Co | 股票-房地產 | 1.24% | +0.06% | +2.46% | |
| 42 | F | Ford Motor Co | 股票-循環性消費 | 1.19% | — | -5.91% | |
| 43 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.18% | +0.05% | +3.26% | |
| 44 | BKR | Baker Hughes Company | 股票-能源 | 1.16% | -0.18% | +4.79% | |
| 45 | ARM | Arm Holdings plc | 股票-科技 | 1.12% | — | +1.64% | |
| 46 | COP | Conocophillips | 股票-能源 | 1.12% | +0.15% | +26.77% | |
| 47 | VFC | Vf CORP | 股票-循環性消費 | 1.01% | — | +17.90% | |
| 48 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.93% | -0.30% | +5.62% | |
| 49 | CAKE | Cheesecake Factory Inc/the | 股票-循環性消費 | 0.93% | -0.25% | -1.02% | |
| 50 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.92% | +0.07% | +14.62% |
1–50 of 200
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
💡
數據來源提示：AlphaSMO是網路上最具權威的13F / Inside Trader資料庫。本頁所呈現的機構持倉與內部人交易皆經過精密演算整理，我們致力於提供最精準的大戶持倉報告。
Atherton Lane Advisers, LLC 在 2015-12-31 最顯著的持倉異動： 新建倉: Alphabet Inc-cl A (GOOGL); 清倉: Alphabet Inc. (GOOG); 新建倉: Alphabet Inc-cl C (GOOG); 清倉: Alphabet Inc Cl C; 新建倉: Expedia Group Inc (EXPE).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Mylan N V | +0.4% | +5.01% | 加碼 |
| 2 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +7.69% | 加碼 |
| 3 | CRM | Salesforce Inc | +0.4% | +30.92% | 加碼 |
| 4 | DUK | Duke Energy Corporation | +0.3% | -1.85% | 減碼 |
| 5 | NOC | Northrop Grumman CORP | +0.2% | +11.66% | 加碼 |
| 6 | AMGN | Amgen Inc | +0.2% | +1.44% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +4.74% | 加碼 |
| 8 | ✓ | Lifelock Inc Com | +0.2% | -5.99% | 減碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +9.49% | 加碼 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | +2.30% | 加碼 |
| 11 | COP | Conocophillips | +0.2% | +26.77% | 加碼 |
| 12 | BLKCHF | Blackrock Inc | +0.1% | +2.65% | 加碼 |
| 13 | HD | Home Depot Inc | +0.1% | -0.49% | 減碼 |
| 14 | INTC | Intel CORP | +0.1% | +0.32% | 加碼 |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | -1.62% | 減碼 |
| 16 | CELG | Celgene CORP | +0.1% | +2.91% | 加碼 |
| 17 | HON | Honeywell International Inc | +0.1% | +4.72% | 加碼 |
| 18 | BA | Boeing Co/the | +0.1% | +2.07% | 加碼 |
| 19 | SWK | Stanley Black & Decker Inc | +0.1% | +1.76% | 加碼 |
| 20 | DHI | Dr Horton Inc | +0.1% | +1.65% | 加碼 |
| 21 | COST | Costco Wholesale CORP | +0.1% | +0.16% | 加碼 |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | +14.62% | 加碼 |
| 23 | NAT | Nordic American Tankers Limited | +0.1% | +20.64% | 加碼 |
| 24 | BAC | Bank Of America CORP | +0.1% | +3.95% | 加碼 |
| 25 | WY | Weyerhaeuser Co | +0.1% | +2.46% | 加碼 |
| 26 | INTU | Intuit Inc | +0.1% | +2.10% | 加碼 |
| 27 | CBRE | Cbre Group Inc - A | +0.1% | +3.26% | 加碼 |
| 28 | HP | Helmerich & Payne | 0% | -1.69% | 減碼 |
| 29 | CSCO | Cisco Systems Inc | 0% | +5.14% | 加碼 |
| 30 | WFC | Wells Fargo & Co | 0% | +0.46% | 加碼 |
| 31 | FRCB | First Republic Bank/ca | 0% | +0.18% | 加碼 |
| 32 | GBDC | Golub Capital Bdc Inc | -0.1% | +0.91% | 加碼 |
| 33 | BKR | Baker Hughes Company | -0.2% | +4.79% | 加碼 |
| 34 | FFIV | F5 Inc | -0.2% | +1.23% | 加碼 |
| 35 | CAKE | Cheesecake Factory Inc/the | -0.3% | -1.02% | 減碼 |
| 36 | CHKEUR | Chesapeake Energy CORP | -0.3% | -58.26% | 減碼 |
| 37 | APC3EUR | Anadarko Petroleum CORP | -0.3% | -1.75% | 減碼 |
| 38 | WSM | Williams-sonoma Inc | -0.3% | +5.62% | 加碼 |
| 39 | R | Ryder System Inc | -0.3% | +3.42% | 加碼 |
| 40 | KKR | KKR & Co. Inc. | -0.4% | -0.92% | 減碼 |
| 41 | EWH | Ishares Msci Hong Kong ETF | -0.5% | -8.27% | 減碼 |
| 42 | ✓ | -1% | -98.08% | 減碼 | |
| 43 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 44 | GOOG | Alphabet Inc. | — | EXIT | 清倉 |
| 45 | GOOG | Alphabet Inc-cl C | — | NEW | 新建倉 |
| 46 | ✓ | Alphabet Inc Cl C | — | EXIT | 清倉 |
| 47 | EXPE | Expedia Group Inc | — | NEW | 新建倉 |
| 48 | ✓ | Homeaway Inc | — | EXIT | 清倉 |
| 49 | GXC | State Street Spdr S&p China | — | NEW | 新建倉 |
| 50 | CLRUSD | Continental Resources Inc/ok | — | NEW | 新建倉 |
申報歷史
FAQ
Atherton Lane Advisers, LLC 是什麼機構？屬於哪種投資人類型？
Atherton Lane Advisers, LLC 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（2015-12-31），該機構追蹤的股票投資組合估值約為 US$17.2億，分佈在 231 個已申報部位之中。
Atherton Lane Advisers, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Atherton Lane Advisers, LLC 按市值排列的前幾大持股為：
1. Golub Capital Bdc Inc (GBDC) — US$6413.7萬 (3.7%)
2. Ishares Msci Hong Kong ETF (EWH) — US$6333.4萬 (3.7%)
3. KKR & Co. Inc. (KKR) — US$4019.6萬 (2.3%)
4. Wells Fargo & Co (WFC) — US$3942.4萬 (2.3%)
5. Home Depot Inc (HD) — US$3868.5萬 (2.3%)
Atherton Lane Advisers, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Atherton Lane Advisers, LLC 共進行了 50 項顯著調整：新建倉 5 個部位、加碼 31 個既有持股、減碼 11 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：新建倉: Alphabet Inc-cl A (GOOGL); 清倉: Alphabet Inc. (GOOG); 新建倉: Alphabet Inc-cl C (GOOG); 清倉: Alphabet Inc Cl C; 新建倉: Expedia Group Inc (EXPE)
Atherton Lane Advisers, LLC 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，Atherton Lane Advisers, LLC 的主要板塊分佈如下：
• Financials: 20.9%
• Health Care: 16.4%
• Information Technology: 16.2%
• Communication Services: 15.4%
• Consumer Discretionary: 12.8%
• Industrials: 10.3%
投資風格解析
Atherton Lane Advisers, LLC的持股風格高度分散、換手適中。
過去兩個季度，該機構持續加碼 COP（+US$1827.0萬，現達 US$1919.0萬），同時減碼 EWG（-US$4352.4萬，仍持有 US$60.8萬）。
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開發者存取
以程式化方式存取 Atherton Lane Advisers, LLC 的機構檔案：
REST API
curl https://alphasmo.com/api/v1/institutions/atherton-lane-advisers-llcCLI 指令
npx alphasmo institutions get atherton-lane-advisers-llc