CIK: 0001984475
申報總市值
US$14.9億
申報季度: 2026-03-31 · 持股檔數: 516
Plato Investment Management Ltd在最新一期 13F 報告中揭露了 516 項持股，申報期為 2026-03-31，總持股市值約為 US$14.9億，季度換手率為 19.0%。
Plato Investment Management Ltd 目前揭露的持股，Herfindahl 集中度指數為 0.017——換算下來相當於約 60 個等權重部位，明顯低於其實際揭露的 516 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 2.77），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。
減碼 MSFT
+2.2% -US$1792.3萬
減碼 TSLA
+0.1% -US$502.7萬
加碼 GEV
+35.9% US$409.5萬
加碼 XOM
+0.8% US$370.2萬
減碼 META
+0.2% -US$455.4萬
加碼 AMAT
+38.8% US$309.9萬
僅顯示前 200 大持股（共 516 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 | NVDA | Nvidia CORP | 股票-科技 | 7.01% | -0.18% | +1.82% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.23% | -0.17% | +1.85% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.25% | -1.05% | +2.23% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.19% | -0.16% | +3.40% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.65% | -0.09% | +2.89% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 2.40% | -0.09% | +5.36% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.37% | -0.14% | +0.96% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.95% | -0.25% | +0.19% | |
| 9 | TSLA | Tesla INC | 股票-循環性消費 | 1.58% | -0.29% | +0.13% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.29% | — | +14.75% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | — | +1.83% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | +0.22% | +2.74% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | -0.09% | +2.78% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | +0.27% | +0.82% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.84% | +0.14% | +2.00% | |
| 16 | ABBV | Abbvie INC | 股票-醫療保健 | 0.82% | — | +11.48% | |
| 17 | WMT | Walmart INC | 股票-非循環性消費 | 0.82% | — | — | |
| 18 | MA | Mastercard INC - A | 股票-金融 | 0.73% | — | +3.73% | |
| 19 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.71% | — | -8.31% | |
| 20 | MU | Micron Technology INC | 股票-科技 | 0.71% | +0.18% | +11.35% | |
| 21 | LRCX | Lam Research CORP | 股票-科技 | 0.69% | — | -11.42% | |
| 22 | CAT | Caterpillar INC | 股票-工業 | 0.67% | +0.15% | +1.96% | |
| 23 | PEP | Pepsico INC | 股票-非循環性消費 | 0.67% | — | +2.56% | |
| 24 | NFLX | Netflix INC | 股票-通訊服務 | 0.65% | — | +1.33% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | — | +4.61% | |
| 26 | GE | General Electric | 股票-工業 | 0.63% | — | +7.27% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | +2.84% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | — | |
| 29 | GEV | GE Vernova INC | 股票-工業 | 0.62% | +0.29% | +35.91% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.59% | — | +7.99% | |
| 31 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.59% | +0.20% | +19.60% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | -0.10% | -5.33% | |
| 33 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.56% | — | +9.63% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.55% | +0.14% | -3.39% | |
| 35 | KLAC | Kla CORP | 股票-科技 | 0.53% | — | -3.28% | |
| 36 | RY | Royal Bank Of Canada | 股票-金融 | 0.53% | — | +1.36% | |
| 37 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.52% | — | -4.60% | |
| 38 | C | Citigroup INC | 股票-金融 | 0.52% | — | -2.95% | |
| 39 | AMGN | Amgen INC | 股票-醫療保健 | 0.52% | — | +6.80% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.50% | — | +16.60% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | — | -0.09% | |
| 42 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.48% | — | +4.97% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | — | +3.06% | |
| 44 | ADI | Analog Devices INC | 股票-科技 | 0.47% | +0.15% | +23.73% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.47% | -0.15% | +4.57% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.47% | — | +7.50% | |
| 47 | AMAT | Applied Materials INC | 股票-科技 | 0.46% | +0.22% | +38.85% | |
| 48 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.41% | -0.12% | -2.60% | |
| 49 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.41% | +0.41% | NEW | |
| 50 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.41% | — | -22.77% |
Q3 2026績效
+3.4%
近4個季度績效
+21.9%
根據可取得價格的持股（佔申報價值的78%）計算
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 516 | US$14.9億 | 19 | |
| 2025-12-31 | 513 | US$15.3億 | 15 | |
| 2025-09-30 | 516 | US$14.8億 | 32 | |
| 2025-06-30 | 516 | US$13.3億 | 0 | |
| 2025-03-31 | 527 | US$11.9億 | 0 | |
| 2024-12-31 | 585 | US$13.6億 | 0 | |
| 2024-09-30 | 547 | US$12.3億 | 0 | |
| 2024-06-30 | 495 | US$10.7億 | 0 | |
| 2024-03-31 | 489 | US$9.7億 | 0 | |
| 2023-12-31 | 455 | US$8155.1萬 | 0 |
Plato Investment Management Ltd 在 2026-03-31 最顯著的持倉異動： 新建倉: AstraZeneca PLC (AZN); 新建倉: Seagate Technology Holdings plc (STX); 新建倉: Totalenergies Se (TTE); 新建倉: Citizens Financial Group (CFG); 加碼: Microsoft CORP (MSFT) — 股數 +2.23%.
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova INC | +0.3% | +35.91% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +0.82% | 加碼 |
| 3 | AMAT | Applied Materials INC | +0.2% | +38.85% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +2.74% | 加碼 |
| 5 | VZ | Verizon Communications INC | +0.2% | +19.60% | 加碼 |
| 6 | VRT | Vertiv Holdings Co-a | +0.2% | +87.52% | 加碼 |
| 7 | MU | Micron Technology INC | +0.2% | +11.35% | 加碼 |
| 8 | ADI | Analog Devices INC | +0.2% | +23.73% | 加碼 |
| 9 | CAT | Caterpillar INC | +0.2% | +1.96% | 加碼 |
| 10 | CVX | Chevron CORP | +0.1% | -3.39% | 減碼 |
| 11 | COST | Costco Wholesale CORP | +0.1% | +2.00% | 加碼 |
| 12 | BMO | Bank Of Montreal | +0.1% | +2950.11% | 加碼 |
| 13 | CM | Can Imperial Bk Of Commerce | +0.1% | +42.60% | 加碼 |
| 14 | SLB | Slb LTD | +0.1% | +11.02% | 加碼 |
| 15 | F | Ford Motor Co | +0.1% | +193.79% | 加碼 |
| 16 | TER | Teradyne INC | +0.1% | +113.24% | 加碼 |
| 17 | TFC | Truist Financial CORP | +0.1% | +475.12% | 加碼 |
| 18 | T | At&t INC | +0.1% | +19.48% | 加碼 |
| 19 | BKR | Baker Hughes Co | +0.1% | +7.09% | 加碼 |
| 20 | AER | AerCap Holdings N.V. | +0.1% | +1039.70% | 加碼 |
| 21 | TPL | Texas Pacific Land CORP | +0.1% | +38.32% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.89% | 加碼 |
| 23 | AVGO | Broadcom INC | -0.1% | +5.36% | 加碼 |
| 24 | V | Visa Inc-class A Shares | -0.1% | +2.78% | 加碼 |
| 25 | BAC | Bank Of America CORP | -0.1% | -5.33% | 減碼 |
| 26 | SPGI | S&p Global INC | -0.1% | -14.08% | 減碼 |
| 27 | ROP | Roper Technologies INC | -0.1% | -49.53% | 減碼 |
| 28 | TEL | TE Connectivity plc | -0.1% | -30.76% | 減碼 |
| 29 | PYPL | Paypal Holdings INC | -0.1% | -79.44% | 減碼 |
| 30 | ADBE | Adobe INC | -0.1% | +2.58% | 加碼 |
| 31 | BKNG | Booking Holdings INC | -0.1% | -2.60% | 減碼 |
| 32 | INTU | Intuit INC | -0.1% | +4.51% | 加碼 |
| 33 | GOOG | Alphabet Inc-cl C | -0.1% | +0.96% | 加碼 |
| 34 | TRI4EUR | Thomson Reuters CORP | -0.1% | -88.54% | 減碼 |
| 35 | CRM | Salesforce INC | -0.2% | +4.57% | 加碼 |
| 36 | ORCL | Oracle CORP | -0.2% | -10.01% | 減碼 |
| 37 | APP | Applovin Corp-class A | -0.2% | -21.46% | 減碼 |
| 38 | AMZN | Amazon.com INC | -0.2% | +3.40% | 加碼 |
| 39 | LOGI | Logitech International S.A. | -0.2% | -46.66% | 減碼 |
| 40 | AAPL | Apple INC | -0.2% | +1.85% | 加碼 |
| 41 | NVDA | Nvidia CORP | -0.2% | +1.82% | 加碼 |
| 42 | QCOM | Qualcomm INC | -0.2% | -20.50% | 減碼 |
| 43 | KGC | Kinross Gold CORP | -0.2% | -65.83% | 減碼 |
| 44 | META | Meta Platforms Inc-class A | -0.3% | +0.19% | 加碼 |
| 45 | TSLA | Tesla INC | -0.3% | +0.13% | 加碼 |
| 46 | MSFT | Microsoft CORP | -1.1% | +2.23% | 加碼 |
| 47 | AZN | AstraZeneca PLC | — | NEW | 新建倉 |
| 48 | STX | Seagate Technology Holdings plc | — | NEW | 新建倉 |
| 49 | TTE | Totalenergies Se | — | NEW | 新建倉 |
| 50 | CFG | Citizens Financial Group | — | NEW | 新建倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-04 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-20 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-06 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-06 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-09 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-17 | 修正案 | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-13 | 13F-HR | 在 EDGAR 上查看 |
資產規模相近的機構
CIK 0001035344
申報總市值
US$14.9億
254 stks
2026-03-31
資產規模與本機構相差僅 0.0%
CIK 0002056807
申報總市值
US$14.9億
574 stks
2026-03-31
資產規模與本機構相差僅 0.0%
CIK 0001737112
申報總市值
US$14.9億
100 stks
2026-03-31
資產規模與本機構相差僅 0.1%
持倉風格相似的機構
CIK 0000002230
申報總市值
US$28.4億
99 stks
2026-03-31
前五大持倉重疊 5/5 檔，同樣重倉 Nvidia CORP
CIK 0000038777
申報總市值
US$4083.0億
14,782 stks
2026-03-31
前五大持倉重疊 5/5 檔，同樣重倉 Nvidia CORP
CIK 0000073124
申報總市值
US$7565.8億
19,864 stks
2026-03-31
前五大持倉重疊 5/5 檔，同樣重倉 Nvidia CORP