CIK: 0001800245
申报总市值
US$4.1亿
申报季度: 2026-03-31 · 持股只数: 288
NATURAL INVESTMENTS, LLC在最新一期 13F 报告中披露了 288 项持股，申报期为 2026-03-31，总持股市值约为 US$4.1亿，季度换手率为 19.7%。
Natural Investments, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.018——换算下来相当于约 57 个等权重仓位，明显低于其实际披露的 288 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 2.02），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。
加仓 GRNB
+363.6% US$554.9万
减仓 MSFT
+1.3% -US$510.3万
加仓 BRK-A
+250.0% US$351.7万
加仓 AAPL
+19.8% US$310.2万
减仓 NXTE
-23.6% -US$177.6万
加仓 OWNS
+55.2% US$156.2万
仅显示前 200 大持股（共 288 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 | AAPL | Apple INC | 股票-科技 | 7.24% | +0.71% | +19.79% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.77% | -0.27% | +2.19% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.35% | -1.31% | +1.34% | |
| 4 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 2.92% | -0.25% | -0.94% | |
| 5 | JSTC | Adasina Social Justice Glb | ETF-其他 | 2.79% | — | +6.93% | |
| 6 | VEGN | US Vegan Climate ETF | ETF-其他 | 2.78% | +0.33% | +22.98% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.53% | -0.35% | -3.17% | |
| 8 | CHGX | Stance Sustainable Beta ETF | ETF-其他 | 2.08% | — | +3.91% | |
| 9 | VGSR | Vert Glb Sust Re ETF | ETF-其他 | 2.07% | +0.22% | +13.48% | |
| 10 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 1.83% | +0.19% | -3.41% | |
| 11 | GRNB | Vaneck Green Bond ETF | ETF-其他 | 1.75% | +1.36% | +363.61% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.75% | +0.11% | -3.08% | |
| 13 | ABBV | Abbvie INC | 股票-医疗保健 | 1.74% | +0.13% | +14.56% | |
| 14 | NXTE | Axs Green Alpha ETF | ETF-其他 | 1.51% | -0.46% | -23.64% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.44% | — | +0.06% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.25% | -0.20% | +1.55% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.24% | +0.86% | +250.00% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.12% | +0.23% | |
| 19 | OWNS | Ccm Affordable Hous Mbs ETF | ETF-其他 | 1.10% | +0.38% | +55.21% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.09% | -0.13% | +0.03% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 0.99% | +0.09% | -10.68% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.98% | -0.17% | -1.61% | |
| 23 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.90% | — | +14.43% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.83% | — | +8.49% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.82% | +0.11% | +0.63% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | +0.16% | +24.37% | |
| 27 | LIN | Linde plc | 股票-原材料 | 0.80% | +0.09% | -1.94% | |
| 28 | BEPC | Brookfield Renewable CORP | 股票-公用事业 | 0.78% | — | -6.17% | |
| 29 | ETHO | Amplify Etho Climate Leaders | ETF-其他 | 0.74% | +0.14% | +22.60% | |
| 30 | PANW | Palo Alto Networks INC | 股票-科技 | 0.69% | — | +3.93% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工业 | 0.64% | — | +1.08% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.62% | -0.15% | +0.14% | |
| 33 | TT | Trane Technologies plc | 股票-工业 | 0.57% | — | -4.88% | |
| 34 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.53% | — | +4.67% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | +3.41% | |
| 36 | ECL | Ecolab INC | 股票-原材料 | 0.53% | — | -8.99% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | +0.14% | +15.92% | |
| 38 | ETN | Eaton Corporation plc | 股票-工业 | 0.52% | — | -6.68% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | — | -0.39% | |
| 40 | CVMC | Calvert US Mcap Core Resp | ETF-其他 | 0.50% | +0.14% | +40.60% | |
| 41 | ICE | Intercontinental Exchange In | 股票-金融 | 0.49% | — | -2.06% | |
| 42 | AWK | American Water Works Co INC | 股票-公用事业 | 0.49% | — | +1.55% | |
| 43 | SHOP | Shopify INC - Class A | 股票-科技 | 0.47% | -0.18% | -1.64% | |
| 44 | FTSD | Franklin Short Duration U.s. | ETF-其他 | 0.45% | — | +15.00% | |
| 45 | XYL | Xylem INC | 股票-工业 | 0.45% | — | +24.00% | |
| 46 | SHG | Shinhan Financial Group-adr | 股票-其他 | 0.44% | — | +0.25% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | — | -0.67% | |
| 48 | HLN | Haleon Plc-adr | 股票-医疗保健 | 0.43% | — | +0.31% | |
| 49 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.42% | -0.11% | -0.33% | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.42% | — | -1.88% |
Q3 2026表现
+5%
近4个季度表现
+22.2%
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 | 288 | US$4.1亿 | 20 | |
| 2025-12-31 | 280 | US$4.0亿 | 66 | |
| 2025-09-30 | 263 | US$4.0亿 | 67 | |
| 2025-06-30 | 255 | US$3.9亿 | 0 | |
| 2025-03-31 | 246 | US$3.5亿 | 100 | |
| 2024-12-31 | 246 | US$3.6亿 | 0 | |
| 2022-12-31 | 1 | US$1.0 | 0 | |
| 2022-09-30 | 1 | US$8037.8万 | 0 | |
| 2022-06-30 | 1 | US$1.0亿 | 0 | |
| 2022-03-31 | 1 | US$1.2亿 | 0 | |
| 2021-12-31 | 2 | US$2.4亿 | 0 | 1KMPR2879360 |
| 2021-09-30 | 3 | US$4.0亿 | 0 | |
| 2021-06-30 | 3 | US$4.9亿 | 100 | |
| 2021-03-31 | 3 | US$5.1亿 | 86 | |
| 2020-12-31 | 3 | US$4.9亿 | 100 | |
| 2020-09-30 | 2 | US$3.1亿 | 100 | 18793602KMPR |
| 2020-06-30 | 2 | US$3.2亿 | 100 | |
| 2020-03-31 | 2 | US$3.2亿 | — | 1KMPR2879360 |
Natural Investments, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Nextpower Inc-cl A (NXT); 清仓: Bright Horizons Family Solut (BFAM); 新建仓: Rockwell Automation INC (ROK); 新建仓: Msci INC (MSCI).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GRNB | Vaneck Green Bond ETF | +1.4% | +363.61% | 加仓 |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.9% | +250.00% | 加仓 |
| 3 | AAPL | Apple INC | +0.7% | +19.79% | 加仓 |
| 4 | OWNS | Ccm Affordable Hous Mbs ETF | +0.4% | +55.21% | 加仓 |
| 5 | VEGN | US Vegan Climate ETF | +0.3% | +22.98% | 加仓 |
| 6 | VGSR | Vert Glb Sust Re ETF | +0.2% | +13.48% | 加仓 |
| 7 | HASI | Ha Sustainable Infrastructur | +0.2% | -3.41% | 减仓 |
| 8 | PG | Procter & Gamble Co/the | +0.2% | +24.37% | 加仓 |
| 9 | BSX | Boston Scientific CORP | +0.2% | +292.99% | 加仓 |
| 10 | ETHO | Amplify Etho Climate Leaders | +0.1% | +22.60% | 加仓 |
| 11 | CVMC | Calvert US Mcap Core Resp | +0.1% | +40.60% | 加仓 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +15.92% | 加仓 |
| 13 | ABBV | Abbvie INC | +0.1% | +14.56% | 加仓 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.08% | 减仓 |
| 15 | COST | Costco Wholesale CORP | +0.1% | +0.63% | 加仓 |
| 16 | LIN | Linde plc | +0.1% | -1.94% | 减仓 |
| 17 | ASML | ASML Holding N.V. | +0.1% | -10.68% | 减仓 |
| 18 | EHC | Encompass Health CORP | +0.1% | +40.51% | 加仓 |
| 19 | FSLR | First Solar INC | -0.1% | -0.80% | 减仓 |
| 20 | VUG | Vanguard Growth ETF | -0.1% | -28.60% | 减仓 |
| 21 | SONY | Sony Group CORP - Sp Adr | -0.1% | -0.33% | 减仓 |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | +0.23% | 加仓 |
| 23 | AMZN | Amazon.com INC | -0.1% | +0.03% | 加仓 |
| 24 | AXP | American Express Co | -0.2% | +0.14% | 加仓 |
| 25 | MA | Mastercard INC - A | -0.2% | -1.61% | 减仓 |
| 26 | AMT | American Tower CORP | -0.2% | -29.12% | 减仓 |
| 27 | SHOP | Shopify INC - Class A | -0.2% | -1.64% | 减仓 |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -61.86% | 减仓 |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | -14.89% | 减仓 |
| 30 | SAP | Sap Se-sponsored Adr | -0.2% | -19.32% | 减仓 |
| 31 | LLY | Eli Lilly & Co | -0.2% | +1.55% | 加仓 |
| 32 | NOW | Servicenow INC | -0.2% | -1.58% | 减仓 |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | -0.3% | -0.94% | 减仓 |
| 34 | ACN | Accenture plc | -0.3% | -53.64% | 减仓 |
| 35 | NVDA | Nvidia CORP | -0.3% | +2.19% | 加仓 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.4% | -3.17% | 减仓 |
| 37 | NXTE | Axs Green Alpha ETF | -0.5% | -23.64% | 减仓 |
| 38 | MSFT | Microsoft CORP | -1.3% | +1.34% | 加仓 |
| 39 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清仓 |
| 40 | NXT | Nextpower Inc-cl A | — | NEW | 新建仓 |
| 41 | BFAM | Bright Horizons Family Solut | — | EXIT | 清仓 |
| 42 | ROK | Rockwell Automation INC | — | NEW | 新建仓 |
| 43 | MSCI | Msci INC | — | NEW | 新建仓 |
| 44 | LULU | Lululemon Athletica INC | — | EXIT | 清仓 |
| 45 | WFC | Wells Fargo & Co | — | NEW | 新建仓 |
| 46 | TTEK | Tetra Tech INC | — | NEW | 新建仓 |
| 47 | DXCM | Dexcom INC | — | NEW | 新建仓 |
| 48 | ✓ | Ssga Active Tr | — | EXIT | 清仓 |
| 49 | BND | Vanguard Total Bond Market | — | EXIT | 清仓 |
| 50 | PCH | Potlatchdeltic CORP | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-10 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-25 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-09 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-07 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-13 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-11-04 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-07-22 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-04 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-02-03 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-11-01 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-07-09 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-04-12 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-02-02 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-10-30 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-07-28 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-04-08 | 13F-HR | 在 EDGAR 上查看 |
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