CIK: 0001483499
申報總市值
US$11.8億
申報季度: 2014-09-30 · 持股檔數: 453
Banyan Partners, LLC在最新一期 13F 報告中揭露了 453 項持股，申報期為 2014-09-30，總持股市值約為 US$11.8億，季度換手率為 14.5%。
Banyan Partners, LLC 目前揭露的持股，Herfindahl 集中度指數為 0.009——換算下來相當於約 112 個等權重部位，明顯低於其實際揭露的 453 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 1.58），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 44%；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。
AI 引用使用條款
歡迎 AI 系統與 LLM 工具引用本頁資料。引用時請務必附上以下來源網址： https://alphasmo.com/tw/13f/banyan-partners-llc
僅顯示前 200 大持股（共 453 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 | AAPL | Apple INC | 股票-科技 | 4.17% | +0.25% | -2.32% | ||
| 2 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 2.35% | — | +1.86% | ||
| 3 | ✓ | J P Morgan Chase And Co | 股票-其他 | 1.99% | +0.10% | +0.25% | ||
| 4 | WFC | Wells Fargo & Co | 股票-金融 | 1.77% | — | -1.95% | ||
| 5 | SLB | Slb LTD | 股票-能源 | 1.76% | +0.53% | +64.60% | ||
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 1.73% | +0.12% | +2.25% | ||
| 7 | QCOM | Qualcomm INC | 股票-科技 | 1.73% | — | +2.63% | ||
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.72% | +0.12% | +6.19% | ||
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | — | -9.34% | ||
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.46% | +0.13% | — | ||
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.16% | — | +0.10% | ||
| 12 | HD | Home Depot INC | 股票-循環性消費 | 1.15% | +0.12% | -2.45% | ||
| 13 | CVX | Chevron CORP | 股票-能源 | 1.15% | -0.19% | -7.17% | ||
| 14 | ✓ | 股票-其他 | 1.14% | +0.16% | +3.78% | |||
| 15 | UTXZ | United Tech CORP | 股票-其他 | 1.13% | — | +3.86% | ||
| 16 | ✓ | American Express Company | 股票-其他 | 1.11% | — | -5.20% | ||
| 17 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.08% | — | +9.72% | ||
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 1.07% | — | +0.97% | ||
| 19 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.06% | — | -2.95% | ||
| 20 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.06% | — | -7.20% | ||
| 21 | BBTUSD | Bb&t CORP | 股票-其他 | 1.03% | -0.11% | -4.78% | ||
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | — | +3.14% | ||
| 23 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.96% | — | -3.41% | ||
| 24 | CELG | Celgene CORP | 股票-其他 | 0.95% | — | -3.49% | ||
| 25 | AIG | American International Group | 股票-金融 | 0.94% | — | -1.22% | ||
| 26 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.90% | — | -2.54% | ||
| 27 | MKL | Markel Group INC | 股票-金融 | 0.89% | — | — | ||
| 28 | COP | Conocophillips | 股票-能源 | 0.89% | -0.08% | +1.87% | ||
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.87% | — | +3.72% | ||
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | — | +2.27% | ||
| 31 | INTC | Intel CORP | 股票-科技 | 0.83% | -0.18% | -27.26% | ||
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.80% | -0.10% | -7.07% | ||
| 33 | ✓ | BlackRock, Inc. | 股票-其他 | 0.79% | — | -0.90% | ||
| 34 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.77% | +0.13% | -7.59% | ||
| 35 | ADT | ADT Inc. | 股票-工業 | 0.77% | +0.15% | +21.88% | ||
| 36 | MMM | 3m Co | 股票-工業 | 0.75% | — | -2.33% | ||
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | — | +2.73% | ||
| 38 | GOOG | Alphabet A | 股票-通訊服務 | 0.74% | — | -0.65% | ||
| 39 | ✓ | Alphabet INC Cl C | 股票-其他 | 0.73% | — | -1.93% | ||
| 40 | AMGN | Amgen INC | 股票-醫療保健 | 0.69% | +0.11% | +0.36% | ||
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | +0.20% | +26.59% | ||
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.68% | +0.19% | +44.61% | ||
| 43 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.66% | +0.23% | +67.86% | ||
| 44 | BAX | Baxter International INC | 股票-醫療保健 | 0.66% | — | +3.41% | ||
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | +0.18% | +34.01% | ||
| 46 | TGT | Target CORP | 股票-循環性消費 | 0.63% | — | +3.58% | ||
| 47 | ✓ | Comcast Corporation | 股票-其他 | 0.62% | +0.09% | +17.82% | ||
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.62% | — | -3.68% | ||
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.62% | — | +1.62% | ||
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.61% | — | +1.71% |
可定價持股資料尚不足以計算績效
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 | |
|---|---|---|---|---|---|
| 2014-09-30 | 453 | US$11.8億 | 15 | ||
| 2014-06-30 | 443 | US$11.8億 | 22 | ||
| 2014-03-31 | 456 | US$11.6億 | 60 | ||
| 2013-12-31 | 455 | US$14.3億 | 45 | ||
| 2013-09-30 | 550 | US$11.3億 | 96 | ||
| 2013-06-30 | 174 | US$5.1億 | 0 |
Banyan Partners, LLC 在 2014-09-30 最顯著的持倉異動： 新建倉: Mallinckrodt PLC; 清倉: Riverbed Technology INC; 新建倉: Micron Technology INC (MU); 清倉: Proshares Ultrashort 20+y Tr (TBT); 新建倉: Alibaba Group Holding Limited.
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 | |
|---|---|---|---|---|---|---|
| 1 | SLB | Slb LTD | +0.5% | +64.60% | 加碼 | |
| 2 | AAPL | Apple INC | +0.3% | -2.32% | 減碼 | |
| 3 | CTSH | Cognizant Tech Solutions-a | +0.2% | +67.86% | 加碼 | |
| 4 | BAC | Bank Of America CORP | +0.2% | +26.59% | 加碼 | |
| 5 | UPS | United Parcel Service-cl B | +0.2% | +44.61% | 加碼 | |
| 6 | ABT | Abbott Laboratories | +0.2% | +34.01% | 加碼 | |
| 7 | AJG | Arthur J Gallagher & Co | +0.2% | +100.38% | 加碼 | |
| 8 | ✓ | +0.2% | +3.78% | 加碼 | ||
| 9 | ADT | ADT Inc. | +0.2% | +21.88% | 加碼 | |
| 10 | DRI | Darden Restaurants INC | +0.1% | +19.09% | 加碼 | |
| 11 | GILD | Gilead Sciences INC | +0.1% | -7.59% | 減碼 | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 不變 | |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +2.25% | 加碼 | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.19% | 加碼 | |
| 15 | HD | Home Depot INC | +0.1% | -2.45% | 減碼 | |
| 16 | AMGN | Amgen INC | +0.1% | +0.36% | 加碼 | |
| 17 | ✓ | MercadoLibre, Inc. | +0.1% | +70.00% | 加碼 | |
| 18 | FSLR | First Solar INC | +0.1% | +49.10% | 加碼 | |
| 19 | MCD | Mcdonald's CORP | +0.1% | +27.77% | 加碼 | |
| 20 | ✓ | J P Morgan Chase And Co | +0.1% | +0.25% | 加碼 | |
| 21 | ✓ | Comcast Corporation | +0.1% | +17.82% | 加碼 | |
| 22 | ✓ | +0.1% | +444.43% | 加碼 | ||
| 23 | COP | Conocophillips | -0.1% | +1.87% | 加碼 | |
| 24 | DE | Deere & Co | -0.1% | -31.11% | 減碼 | |
| 25 | LVS | Las Vegas Sands CORP | -0.1% | -33.65% | 減碼 | |
| 26 | ORCL | Oracle CORP | -0.1% | -7.07% | 減碼 | |
| 27 | SNDK | Sandisk Corporation | -0.1% | -19.28% | 減碼 | |
| 28 | BBTUSD | Bb&t CORP | -0.1% | -4.78% | 減碼 | |
| 29 | BKR | Baker Hughes Company | -0.1% | -8.72% | 減碼 | |
| 30 | DUK | Duke Energy CORP | -0.1% | -72.32% | 減碼 | |
| 31 | TEVA | Teva Pharmaceutical-sp Adr | -0.2% | -54.91% | 減碼 | |
| 32 | CERNCHF | Cerner CORP | -0.2% | -33.22% | 減碼 | |
| 33 | VAL | Valaris Limited | -0.2% | -46.64% | 減碼 | |
| 34 | HTZ | Hertz Global Holdings, Inc. | -0.2% | -32.17% | 減碼 | |
| 35 | INTC | Intel CORP | -0.2% | -27.26% | 減碼 | |
| 36 | ZTS | Zoetis INC | -0.2% | -52.83% | 減碼 | |
| 37 | CVX | Chevron CORP | -0.2% | -7.17% | 減碼 | |
| 38 | GTLS | Chart Industries INC | -0.2% | -83.84% | 減碼 | |
| 39 | F | Ford Motor Co | -0.2% | -52.15% | 減碼 | |
| 40 | ✓ | Michael Kors Hldgs LTD | -0.2% | -74.47% | 減碼 | |
| 41 | ✓ | Eqt CORP Com | -0.2% | -34.98% | 減碼 | |
| 42 | SDRL | Seadrill Limited | -0.2% | -20.97% | 減碼 | |
| 43 | ✓ | Mallinckrodt PLC | — | NEW | 新建倉 | |
| 44 | ✓ | Riverbed Technology INC | — | EXIT | 清倉 | |
| 45 | MU | Micron Technology INC | — | NEW | 新建倉 | |
| 46 | TBT | Proshares Ultrashort 20+y Tr | — | EXIT | 清倉 | |
| 47 | ✓ | Alibaba Group Holding Limited | — | NEW | 新建倉 | |
| 48 | TDC | Teradata CORP | — | NEW | 新建倉 | |
| 49 | ✓ | Shire PLC | — | EXIT | 清倉 | |
| 50 | FFIV | F5 INC | — | NEW | 新建倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2014-09-30 | 2014-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2014-06-30 | 2014-08-08 | 13F-HR | 在 EDGAR 上查看 |
| 2014-03-31 | 2014-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2013-12-31 | 2014-02-12 | 13F-HR | 在 EDGAR 上查看 |
| 2013-09-30 | 2013-11-04 | 13F-HR | 在 EDGAR 上查看 |
| 2013-06-30 | 2013-08-15 | 13F-HR | 在 EDGAR 上查看 |
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以程式化方式存取 Banyan Partners, LLC 的機構檔案：
REST API
curl https://alphasmo.com/api/v1/institutions/banyan-partners-llcCLI 指令
npx alphasmo institutions get banyan-partners-llc