CIK: 0001722436
申報總市值
US$2.6億
申報季度: 2026-03-31 · 持股檔數: 197
Sawyer & Company, Inc在最新一期 13F 報告中揭露了 197 項持股，申報期為 2026-03-31，總持股市值約為 US$2.6億，季度換手率為 16.4%。
Sawyer & Company, Inc 目前揭露的持股，Herfindahl 集中度指數為 0.023——換算下來相當於約 43 個等權重部位，明顯低於其實際揭露的 197 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 1.89），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 66%；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。
加碼 AVGO
+9387.5% US$255.4萬
減碼 MSFT
+0.1% -US$318.3萬
減碼 ORCL
-0.1% -US$294.5萬
加碼 XOM
-9.1% US$130.9萬
加碼 MU
+0.3% US$95.4萬
減碼 FICO
-2.5% -US$171.2萬
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.81% | -0.34% | -5.58% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.19% | +0.03% | -0.84% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.08% | +0.08% | -0.28% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.12% | -0.35% | -0.91% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | -0.80% | +0.11% | |
| 6 | TJX | Tjx Companies INC | 股票-循環性消費 | 3.51% | — | -3.73% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 3.47% | -0.76% | -0.11% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.36% | -0.16% | -0.28% | |
| 9 | MU | Micron Technology INC | 股票-科技 | 2.33% | +0.53% | +0.27% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.30% | +0.65% | -9.14% | |
| 11 | AMGN | Amgen INC | 股票-醫療保健 | 2.14% | +0.27% | -1.90% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.00% | -0.12% | -0.06% | |
| 13 | ANETEUR | Arista Networks INC | 股票-其他 | 1.99% | +0.02% | -1.06% | |
| 14 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.90% | — | -2.34% | |
| 15 | HON | Honeywell International INC | 股票-工業 | 1.74% | +0.34% | -1.53% | |
| 16 | ETN | Eaton Corporation plc | 股票-工業 | 1.71% | +0.31% | -0.08% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.03% | -1.30% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.62% | +0.31% | -3.89% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.57% | -0.26% | -0.59% | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.44% | -0.16% | -1.92% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.42% | — | -2.04% | |
| 22 | PAYX | Paychex INC | 股票-科技 | 1.42% | -0.18% | -0.97% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.40% | -0.03% | -0.07% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 1.38% | -0.06% | +1.13% | |
| 25 | CRM | Salesforce INC | 股票-科技 | 1.38% | -0.43% | -0.51% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.35% | +0.03% | -1.96% | |
| 27 | COP | Conocophillips | 股票-能源 | 1.25% | +0.38% | -6.12% | |
| 28 | SYY | Sysco CORP | 股票-非循環性消費 | 1.21% | -0.01% | -5.83% | |
| 29 | ACN | Accenture plc | 股票-科技 | 1.15% | -0.30% | -0.83% | |
| 30 | AXP | American Express Co | 股票-金融 | 1.14% | -0.16% | -1.52% | |
| 31 | ITW | Illinois Tool Works | 股票-工業 | 1.10% | +0.15% | +0.41% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 1.08% | -0.32% | -0.45% | |
| 33 | ECL | Ecolab INC | 股票-原物料 | 1.07% | — | -2.45% | |
| 34 | CTAS | Cintas CORP | 股票-工業 | 1.06% | -0.03% | -0.60% | |
| 35 | FICO | Fair Isaac CORP | 股票-科技 | 1.06% | -0.52% | -2.51% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 1.03% | +0.31% | -2.06% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 1.00% | +0.99% | +9387.50% | |
| 38 | ALL | Allstate CORP | 股票-金融 | 0.99% | — | +0.06% | |
| 39 | EMR | Emerson Electric Co | 股票-工業 | 0.96% | — | -1.45% | |
| 40 | COR | Cencora INC | 股票-醫療保健 | 0.94% | +0.01% | — | |
| 41 | CDW | Cdw Corp/de | 股票-科技 | 0.92% | -0.09% | -5.93% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.91% | -0.02% | -5.54% | |
| 43 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.77% | -0.14% | -5.98% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.76% | — | -5.43% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.74% | -0.02% | -0.84% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.72% | — | -5.85% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.69% | -0.15% | +0.73% | |
| 48 | AFL | Aflac INC | 股票-金融 | 0.67% | — | -5.48% | |
| 49 | PSA | Public Storage | 股票-房地產 | 0.66% | — | -2.94% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.64% | -0.22% | -5.28% |
Q3 2026績效
+4.7%
近4個季度績效
+15.2%
根據可取得價格的持股（佔申報價值的73%）計算
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 197 | US$2.6億 | 16 | |
| 2025-12-31 | 206 | US$2.8億 | 21 | |
| 2025-09-30 | 187 | US$2.6億 | 12 | |
| 2025-06-30 | 187 | US$2.6億 | 0 | |
| 2025-03-31 | 175 | US$2.5億 | 100 | |
| 2024-12-31 | 174 | US$2.7億 | 0 | |
| 2024-09-30 | 197 | US$2.7億 | 0 | |
| 2024-06-30 | 179 | US$2.5億 | 0 | |
| 2024-03-31 | 172 | US$2.5億 | 0 | |
| 2023-12-31 | 183 | US$2.3億 | 0 | |
| 2023-09-30 | 194 | US$2.1億 | 0 | |
| 2023-06-30 | 170 | US$2.2億 | 0 | |
| 2023-03-31 | 177 | US$1.9億 | 0 | |
| 2022-12-31 | 186 | US$2.0億 | 0 | |
| 2022-09-30 | 172 | US$1.8億 | 0 | |
| 2022-06-30 | 174 | US$2.0億 | 0 | |
| 2022-03-31 | 175 | US$2.2億 | 0 | |
| 2021-12-31 | 179 | US$2.3億 | 0 | |
| 2021-09-30 | 187 | US$2.1億 | 0 | |
| 2021-06-30 | 173 | US$2.1億 | 97 | |
| 2021-03-31 | 170 | US$2.0億 | 14 | |
| 2020-12-31 | 157 | US$2.0億 | 19 | |
| 2020-09-30 | 169 | US$1.7億 | 14 | |
| 2020-06-30 | 170 | US$1.6億 | 29 | |
| 2020-03-31 | 169 | US$1.3億 | 30 | |
| 2019-12-31 | 177 | US$1.6億 | 16 | |
| 2019-09-30 | 175 | US$1.4億 | 17 | |
| 2019-06-30 | 177 | US$1.5億 | 11 | |
| 2019-03-31 | 173 | US$1.5億 | 17 | |
| 2018-12-31 | 184 | US$1.4億 | 25 | |
| 2018-09-30 | 195 | US$1.6億 | 16 | |
| 2018-06-30 | 198 | US$1.5億 | 11 | |
| 2018-03-31 | 199 | US$1.5億 | 8 | |
| 2017-12-31 | 188 | US$1.5億 | 0 |
Sawyer & Company, Inc 在 2026-03-31 最顯著的持倉異動： 清倉: 3m Co (MMM); 清倉: Dow INC (DOW); 加碼: Broadcom INC (AVGO) — 股數 +9387.50%; 加碼: Microsoft CORP (MSFT) — 股數 +0.11%; 減碼: Oracle CORP (ORCL) — 股數 -0.11%.
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +1% | +9387.50% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.7% | -9.14% | 減碼 |
| 3 | MU | Micron Technology INC | +0.5% | +0.27% | 加碼 |
| 4 | COP | Conocophillips | +0.4% | -6.12% | 減碼 |
| 5 | HON | Honeywell International INC | +0.3% | -1.53% | 減碼 |
| 6 | CVX | Chevron CORP | +0.3% | -2.06% | 減碼 |
| 7 | JNJ | Johnson & Johnson | +0.3% | -3.89% | 減碼 |
| 8 | ETN | Eaton Corporation plc | +0.3% | -0.08% | 減碼 |
| 9 | AMGN | Amgen INC | +0.3% | -1.90% | 減碼 |
| 10 | ITW | Illinois Tool Works | +0.2% | +0.41% | 加碼 |
| 11 | FDX | Fedex CORP | +0.1% | -5.21% | 減碼 |
| 12 | WM | Waste Management INC | +0.1% | +27.67% | 加碼 |
| 13 | NVDA | Nvidia CORP | +0.1% | -0.28% | 減碼 |
| 14 | AAPL | Apple INC | 0% | -0.84% | 減碼 |
| 15 | VOO | Vanguard S&p 500 ETF | 0% | -1.96% | 減碼 |
| 16 | ANETEUR | Arista Networks INC | 0% | -1.06% | 減碼 |
| 17 | COR | Cencora INC | 0% | — | 不變 |
| 18 | SYY | Sysco CORP | 0% | -5.83% | 減碼 |
| 19 | ABBV | Abbvie INC | 0% | -5.54% | 減碼 |
| 20 | MDT | Medtronic plc | 0% | -0.84% | 減碼 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -1.30% | 減碼 |
| 22 | AMZN | Amazon.com INC | 0% | -0.07% | 減碼 |
| 23 | CTAS | Cintas CORP | 0% | -0.60% | 減碼 |
| 24 | GPC | Genuine Parts Co | 0% | -0.34% | 減碼 |
| 25 | WFC | Wells Fargo & Co | -0.1% | -1.50% | 減碼 |
| 26 | MA | Mastercard INC - A | -0.1% | +1.13% | 加碼 |
| 27 | ABT | Abbott Laboratories | -0.1% | -0.67% | 減碼 |
| 28 | CDW | Cdw Corp/de | -0.1% | -5.93% | 減碼 |
| 29 | G | Genpact Limited | -0.1% | -3.85% | 減碼 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | -0.06% | 減碼 |
| 31 | CCI | Crown Castle INC | -0.1% | -25.19% | 減碼 |
| 32 | NKE | Nike INC -cl B | -0.1% | -5.98% | 減碼 |
| 33 | QCOM | Qualcomm INC | -0.2% | +0.73% | 加碼 |
| 34 | V | Visa Inc-class A Shares | -0.2% | -0.28% | 減碼 |
| 35 | DIS | Walt Disney Co/the | -0.2% | -1.92% | 減碼 |
| 36 | AXP | American Express Co | -0.2% | -1.52% | 減碼 |
| 37 | PAYX | Paychex INC | -0.2% | -0.97% | 減碼 |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -5.28% | 減碼 |
| 39 | GOOG | Alphabet Inc-cl C | -0.2% | -28.56% | 減碼 |
| 40 | ADP | Automatic Data Processing | -0.3% | -0.59% | 減碼 |
| 41 | ACN | Accenture plc | -0.3% | -0.83% | 減碼 |
| 42 | HD | Home Depot INC | -0.3% | -0.45% | 減碼 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.3% | -5.58% | 減碼 |
| 44 | LLY | Eli Lilly & Co | -0.4% | -0.91% | 減碼 |
| 45 | CRM | Salesforce INC | -0.4% | -0.51% | 減碼 |
| 46 | FICO | Fair Isaac CORP | -0.5% | -2.51% | 減碼 |
| 47 | ORCL | Oracle CORP | -0.8% | -0.11% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.8% | +0.11% | 加碼 |
| 49 | MMM | 3m Co | — | EXIT | 清倉 |
| 50 | DOW | Dow INC | — | EXIT | 清倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-02 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-09 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-10 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-31 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-16 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-17 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-10-25 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-07-13 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-04-19 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-01-11 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-10-25 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-07-20 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-04-26 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-01-14 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-11-03 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-07-29 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-01-26 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-10-20 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-07-31 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-05-06 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-01-13 | 13F-HR | 在 EDGAR 上查看 |
| 2019-09-30 | 2019-10-17 | 13F-HR | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-07-23 | 13F-HR | 在 EDGAR 上查看 |
| 2019-03-31 | 2019-05-06 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-01-25 | 13F-HR | 在 EDGAR 上查看 |
| 2018-09-30 | 2018-10-22 | 13F-HR | 在 EDGAR 上查看 |
| 2018-06-30 | 2018-07-18 | 13F-HR | 在 EDGAR 上查看 |
| 2018-03-31 | 2018-04-17 | 13F-HR | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-01-11 | 13F-HR | 在 EDGAR 上查看 |
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