CIK: 0002022801
申报总市值
US$1.5亿
申报季度: 2026-03-31 · 持股只数: 164
Income Insurance Ltd在最新一期 13F 报告中披露了 164 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 15.2%。
Income Insurance Ltd 目前披露的持仓，Herfindahl 集中度指数为 0.028——换算下来相当于约 35 个等权重仓位，明显低于其实际披露的 164 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.91），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 2.5 个百分点）——这种模式较符合动量追涨的操作风格。
减仓 MSFT
+0.4% -US$240.5万
加仓 XOM
-1.5% US$61.1万
减仓 TSLA
0.0% -US$67.1万
加仓 CVX
0.0% US$32.7万
减仓 META
+0.6% -US$55.7万
加仓 JNJ
0.0% US$27.5万
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 8.80% | -0.13% | +0.41% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.75% | -0.22% | -0.66% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.42% | -1.31% | +0.37% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 5.08% | — | — | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.17% | -0.21% | +0.68% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.47% | -0.11% | +0.57% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.91% | -0.13% | — | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 2.88% | -0.18% | +0.59% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.58% | -0.24% | +0.61% | |
| 10 | TSLA | Tesla INC | 股票-周期性消费 | 2.17% | -0.34% | — | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | -0.08% | — | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.54% | -0.18% | — | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.49% | +0.47% | -1.53% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | — | — | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.22% | +0.23% | — | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 1.13% | +0.16% | — | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | -0.12% | — | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.93% | +0.18% | +3.00% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 0.88% | -0.07% | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.84% | +0.25% | — | |
| 21 | NFLX | Netflix INC | 股票-通信服务 | 0.84% | — | — | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.80% | — | — | |
| 23 | MU | Micron Technology INC | 股票-科技 | 0.79% | +0.15% | — | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | — | — | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | -0.08% | -3.67% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.69% | — | — | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.69% | -0.11% | — | |
| 28 | CAT | Caterpillar INC | 股票-工业 | 0.68% | +0.16% | — | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.68% | — | — | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.65% | — | +1.63% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | — | — | |
| 32 | GE | General Electric | 股票-工业 | 0.62% | — | — | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | — | |
| 34 | LRCX | Lam Research CORP | 股票-科技 | 0.57% | +0.14% | — | |
| 35 | AMAT | Applied Materials INC | 股票-科技 | 0.56% | +0.14% | -4.01% | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.54% | — | +2.50% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | — | — | |
| 38 | GS | Goldman Sachs Group INC | 股票-金融 | 0.53% | — | — | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.53% | — | — | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.14% | — | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.50% | — | — | |
| 42 | GEV | GE Vernova INC | 股票-工业 | 0.48% | +0.13% | — | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | — | — | |
| 44 | RY | Royal Bank Of Canada | 股票-金融 | 0.46% | — | — | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.45% | — | — | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.43% | — | — | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.43% | — | — | |
| 48 | T | At&t INC | 股票-通信服务 | 0.43% | — | — | |
| 49 | C | Citigroup INC | 股票-金融 | 0.43% | — | — | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.42% | — | — |
Q3 2026表现
+3.3%
近4个季度表现
+11.4%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的80%）计算
Income Insurance Ltd 在 2026-03-31 最显著的持仓异动： 新建仓: Western Digital CORP (WDC); 新建仓: Vertiv Holdings Co-a (VRT); 清仓: Doordash INC - A (DASH); 清仓: Robinhood Markets INC - A (HOOD); 新建仓: Quanta Services INC (PWR).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-04 | 13F-HR | 在 EDGAR 上查看 |
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