CIK: 0001306333
申报总市值
US$10.8亿
申报季度: 2026-03-31 · 持股只数: 737
MOTCO在最新一期 13F 报告中披露了 737 项持股，申报期为 2026-03-31，总持股市值约为 US$10.8亿，季度换手率为 15.6%。
Motco 目前披露的持仓，Herfindahl 集中度指数为 0.013——换算下来相当于约 80 个等权重仓位，明显低于其实际披露的 737 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 2.55），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 55%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 NOW
+9027.4% US$985.9万
减仓 ROP
-96.5% -US$868.7万
减仓 ADBE
-95.0% -US$838.0万
加仓 XOM
-1.9% US$466.2万
加仓 RUSHA
0.0% US$385.5万
加仓 GLW
-4.5% US$397.4万
仅显示前 200 大持股（共 737 只）
| # | 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 | AVGO | Broadcom INC | 股票-科技 | 3.82% | -0.07% | +7.73% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.75% | -0.29% | -3.68% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.62% | -0.17% | -3.24% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.34% | +0.34% | +22.66% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.14% | +20.39% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.26% | -0.17% | -2.21% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | -0.19% | -0.94% | |
| 8 | APH | Amphenol Corp-cl A | 股票-科技 | 1.96% | -0.19% | -4.50% | |
| 9 | RUSHA | Rush Enterprises Inc-cl A | 股票-周期性消费 | 1.94% | +0.39% | — | |
| 10 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.75% | — | +5.87% | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.72% | +0.13% | -2.36% | |
| 12 | WMT | Walmart INC | 股票-非周期性消费 | 1.59% | +0.13% | -4.30% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.56% | +0.23% | -2.73% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | +0.46% | -1.94% | |
| 15 | GS | Goldman Sachs Group INC | 股票-金融 | 1.50% | -0.06% | -2.34% | |
| 16 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.45% | — | -1.15% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.44% | +0.23% | +0.78% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.31% | -0.10% | +0.68% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.30% | -0.13% | +2.88% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.27% | -0.21% | -2.21% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.21% | +0.32% | -1.05% | |
| 22 | MCHP | Microchip Technology INC | 股票-科技 | 1.20% | — | +1.71% | |
| 23 | MCK | Mckesson CORP | 股票-医疗保健 | 1.15% | — | -1.11% | |
| 24 | GLW | Corning INC | 股票-科技 | 1.13% | +0.38% | -4.50% | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 1.10% | — | +2.55% | |
| 26 | WM | Waste Management INC | 股票-工业 | 1.10% | — | +1.26% | |
| 27 | PANW | Palo Alto Networks INC | 股票-科技 | 1.08% | -0.10% | +3.09% | |
| 28 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.07% | — | +0.25% | |
| 29 | NFLX | Netflix INC | 股票-通信服务 | 1.07% | — | +4.55% | |
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 1.06% | +0.15% | +2.39% | |
| 31 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.06% | -0.15% | +1.75% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 1.06% | — | +1.06% | |
| 33 | NEE | Nextera Energy INC | 股票-公用事业 | 1.05% | +0.16% | -0.36% | |
| 34 | TMUS | T-mobile US INC | 股票-通信服务 | 1.02% | — | +3.44% | |
| 35 | ACN | Accenture plc | 股票-科技 | 1.01% | +0.20% | +65.64% | |
| 36 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 1.01% | -0.15% | -1.86% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.11% | +2.57% | |
| 38 | APO | Apollo Global Management INC | 股票-金融 | 0.99% | -0.22% | +4.04% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | +0.11% | +10.43% | |
| 40 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.97% | — | +1.59% | |
| 41 | MSI | Motorola Solutions INC | 股票-科技 | 0.94% | +0.19% | +8.93% | |
| 42 | NOW | Servicenow INC | 股票-科技 | 0.93% | +0.92% | +9027.43% | |
| 43 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.92% | -0.19% | +3.72% | |
| 44 | AON | Aon plc | 股票-金融 | 0.91% | — | +4.53% | |
| 45 | SPGI | S&p Global INC | 股票-金融 | 0.87% | -0.12% | +5.32% | |
| 46 | FMB | First Trust Managed Municipa | ETF-其他 | 0.87% | — | -0.08% | |
| 47 | UBER | Uber Technologies INC | 股票-工业 | 0.85% | — | +4.49% | |
| 48 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.83% | — | +1.90% | |
| 49 | LIN | Linde plc | 股票-原材料 | 0.82% | +0.15% | +2.23% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.80% | — | +11.79% |
Q3 2026表现
-0.3%
近4个季度表现
+13%
基于可获取价格的持仓（占申报价值的71%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 737 | US$10.8亿 | 16 | |
| 2025-12-31 | 829 | US$11.0亿 | 12 | |
| 2025-09-30 | 847 | US$10.9亿 | 29 | |
| 2025-06-30 | 811 | US$10.4亿 | 0 | |
| 2025-03-31 | 797 | US$9.5亿 | 100 | |
| 2024-12-31 | 599 | US$9.7亿 | 0 | |
| 2024-09-30 | 714 | US$10.0亿 | 0 | |
| 2024-06-30 | 880 | US$16.9亿 | 0 | |
| 2024-03-31 | 835 | US$16.7亿 | 0 | |
| 2023-12-31 | 914 | US$15.6亿 | 0 | |
| 2023-09-30 | 989 | US$14.6亿 | 0 | |
| 2023-06-30 | 1188 | US$15.3亿 | 0 | |
| 2023-03-31 | 744 | US$14.7亿 | 0 | |
| 2022-12-31 | 758 | US$13.5亿 | 0 | |
| 2022-09-30 | 825 | US$12.6亿 | 0 | |
| 2022-06-30 | 721 | US$13.3亿 | 0 | |
| 2022-03-31 | 758 | US$15.4亿 | 0 | |
| 2021-12-31 | 725 | US$16.2亿 | 0 | |
| 2021-09-30 | 753 | US$15.3亿 | 0 | |
| 2021-06-30 | 787 | US$15.3亿 | 96 | |
| 2021-03-31 | 727 | US$14.2亿 | 11 | |
| 2020-12-31 | 1023 | US$13.6亿 | 11 | |
| 2020-09-30 | 948 | US$12.5亿 | 22 | |
| 2020-06-30 | 905 | US$11.6亿 | 23 | |
| 2020-03-31 | 922 | US$10.0亿 | 24 | |
| 2019-12-31 | 693 | US$11.9亿 | 15 | |
| 2019-09-30 | 671 | US$11.1亿 | 28 | |
| 2019-06-30 | 1003 | US$10.7亿 | 17 | |
| 2019-03-31 | 669 | US$10.0亿 | 20 | |
| 2018-12-31 | 738 | US$9.0亿 | 25 | |
| 2018-09-30 | 735 | US$10.1亿 | 11 | |
| 2018-06-30 | 667 | US$9.7亿 | 10 | |
| 2018-03-31 | 712 | US$9.8亿 | 9 | |
| 2017-12-31 | 726 | US$9.9亿 | 9 | |
| 2017-09-30 | 721 | US$9.8亿 | 19 | |
| 2017-06-30 | 765 | US$9.6亿 | 11 | |
| 2017-03-31 | 793 | US$9.2亿 | 14 | |
| 2016-12-31 | 737 | US$9.0亿 | 13 | |
| 2016-09-30 | 839 | US$9.0亿 | 25 | |
| 2016-06-30 | 657 | US$9.0亿 | 11 | |
| 2016-03-31 | 684 | US$8.8亿 | 13 | |
| 2015-12-31 | 673 | US$8.4亿 | 15 | |
| 2015-09-30 | 781 | US$8.3亿 | 13 | |
| 2015-06-30 | 759 | US$8.8亿 | 16 | |
| 2015-03-31 | 765 | US$8.9亿 | 12 | |
| 2014-12-31 | 813 | US$9.4亿 | 17 | |
| 2014-09-30 | 803 | US$9.5亿 | 15 | |
| 2014-06-30 | 772 | US$9.1亿 | 11 | |
| 2014-03-31 | 752 | US$8.7亿 | 7 | |
| 2013-12-31 | 776 | US$8.7亿 | 12 | |
| 2013-09-30 | 770 | US$8.2亿 | 11 | |
| 2013-06-30 | 793 | US$7.9亿 | 0 |
Motco 在 2026-03-31 最显著的持仓异动： 清仓: Astrazeneca Plc-spons Adr (AZNN); 加仓: Servicenow INC (NOW) — 股数 +9027.43%; 减仓: Roper Technologies INC (ROP) — 股数 -96.51%; 减仓: Adobe INC (ADBE) — 股数 -94.97%; 减仓: Exxon Mobil CORP (XOM) — 股数 -1.94%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NOW | Servicenow INC | +0.9% | +9027.43% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.5% | -1.94% | 减仓 |
| 3 | RUSHA | Rush Enterprises Inc-cl A | +0.4% | — | 不变 |
| 4 | GLW | Corning INC | +0.4% | -4.50% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.3% | +22.66% | 加仓 |
| 6 | CVX | Chevron CORP | +0.3% | -1.05% | 减仓 |
| 7 | COST | Costco Wholesale CORP | +0.2% | +0.78% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -2.73% | 减仓 |
| 9 | ACN | Accenture plc | +0.2% | +65.64% | 加仓 |
| 10 | MSI | Motorola Solutions INC | +0.2% | +8.93% | 加仓 |
| 11 | FANG | Diamondback Energy INC | +0.2% | -0.55% | 减仓 |
| 12 | NEE | Nextera Energy INC | +0.2% | -0.36% | 减仓 |
| 13 | ETN | Eaton Corporation plc | +0.2% | +2.39% | 加仓 |
| 14 | LIN | Linde plc | +0.2% | +2.23% | 加仓 |
| 15 | DELL | Dell Technologies -c | +0.1% | -1.21% | 减仓 |
| 16 | WMT | Walmart INC | +0.1% | -4.30% | 减仓 |
| 17 | GLD | Spdr Gold Shares | +0.1% | -2.36% | 减仓 |
| 18 | NOC | Northrop Grumman CORP | +0.1% | -3.58% | 减仓 |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +10.43% | 加仓 |
| 20 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +40.57% | 加仓 |
| 21 | LMT | Lockheed Martin CORP | +0.1% | -1.11% | 减仓 |
| 22 | GS | Goldman Sachs Group INC | -0.1% | -2.34% | 减仓 |
| 23 | AVGO | Broadcom INC | -0.1% | +7.73% | 加仓 |
| 24 | AMZN | Amazon.com INC | -0.1% | +0.68% | 加仓 |
| 25 | PANW | Palo Alto Networks INC | -0.1% | +3.09% | 加仓 |
| 26 | V | Visa Inc-class A Shares | -0.1% | +2.57% | 加仓 |
| 27 | BX | Blackstone INC | -0.1% | +2.44% | 加仓 |
| 28 | IVV | Ishares Core S&p 500 ETF | -0.1% | -22.43% | 减仓 |
| 29 | SPGI | S&p Global INC | -0.1% | +5.32% | 加仓 |
| 30 | QCOM | Qualcomm INC | -0.1% | +1.83% | 加仓 |
| 31 | META | Meta Platforms Inc-class A | -0.1% | +2.88% | 加仓 |
| 32 | MSFT | Microsoft CORP | -0.1% | +20.39% | 加仓 |
| 33 | ULTA | Ulta Beauty INC | -0.2% | -1.86% | 减仓 |
| 34 | TMO | Thermo Fisher Scientific INC | -0.2% | +1.75% | 加仓 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -3.24% | 减仓 |
| 36 | AAPL | Apple INC | -0.2% | -2.21% | 减仓 |
| 37 | JPM | Jpmorgan Chase & Co | -0.2% | -0.94% | 减仓 |
| 38 | APH | Amphenol Corp-cl A | -0.2% | -4.50% | 减仓 |
| 39 | BKNG | Booking Holdings INC | -0.2% | +3.72% | 加仓 |
| 40 | IQV | Iqvia Holdings INC | -0.2% | +4.92% | 加仓 |
| 41 | LLY | Eli Lilly & Co | -0.2% | -2.21% | 减仓 |
| 42 | CRM | Salesforce INC | -0.2% | +9.25% | 加仓 |
| 43 | APO | Apollo Global Management INC | -0.2% | +4.04% | 加仓 |
| 44 | PFE | Pfizer INC | -0.3% | -90.37% | 减仓 |
| 45 | INTU | Intuit INC | -0.3% | +10.46% | 加仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | -3.68% | 减仓 |
| 47 | SLB | Slb LTD | -0.4% | -99.55% | 减仓 |
| 48 | ADBE | Adobe INC | -0.8% | -94.97% | 减仓 |
| 49 | ROP | Roper Technologies INC | -0.8% | -96.51% | 减仓 |
| 50 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-06 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-01 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-07 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-05 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-07 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-09 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-09 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-07 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-08-04 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-09 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-10 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-11-03 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-08-05 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-06 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-02-08 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-10-29 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-08-04 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-04-16 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-02-05 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-11-10 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-07-15 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-05-06 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-02-06 | 13F-HR | 在 EDGAR 上查看 |
| 2019-09-30 | 2019-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-08-07 | 13F-HR | 在 EDGAR 上查看 |
| 2019-03-31 | 2019-05-02 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-02-08 | 13F-HR | 在 EDGAR 上查看 |
| 2018-09-30 | 2018-11-07 | 13F-HR | 在 EDGAR 上查看 |
| 2018-06-30 | 2018-08-09 | 13F-HR | 在 EDGAR 上查看 |
| 2018-03-31 | 2018-05-08 | 13F-HR | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-02-06 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-11-07 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-08-08 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-04-21 | 13F-HR | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-02-10 | 13F-HR | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-11-08 | 13F-HR | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-08-05 | 13F-HR | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-05-03 | 13F-HR | 在 EDGAR 上查看 |
| 2015-12-31 | 2016-02-04 | 13F-HR | 在 EDGAR 上查看 |
| 2015-09-30 | 2015-11-04 | 13F-HR | 在 EDGAR 上查看 |
| 2015-06-30 | 2015-07-28 | 13F-HR | 在 EDGAR 上查看 |
| 2015-03-31 | 2015-05-05 | 13F-HR | 在 EDGAR 上查看 |
| 2014-12-31 | 2015-02-05 | 13F-HR | 在 EDGAR 上查看 |
| 2014-09-30 | 2014-11-06 | 13F-HR | 在 EDGAR 上查看 |
| 2014-06-30 | 2014-07-30 | 13F-HR | 在 EDGAR 上查看 |
| 2014-03-31 | 2014-05-05 | 13F-HR | 在 EDGAR 上查看 |
| 2013-12-31 | 2014-01-27 | 13F-HR | 在 EDGAR 上查看 |
| 2013-09-30 | 2013-10-29 | 13F-HR | 在 EDGAR 上查看 |
| 2013-06-30 | 2013-08-13 | 13F-HR | 在 EDGAR 上查看 |
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