MC

Monarch Capital Management INC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$4.1亿

申报季度: 2026-03-31 · 持股只数: 127

MONARCH CAPITAL MANAGEMENT INC在最新一期 13F 报告中披露了 127 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 11.7%。

机构性格雪花图

集中度
7.64
持仓稳定性
11.69
动能／逆势
100
行业集中度
51.61
多样化
100
仓位均衡度
88.01

近期动向

  • 减仓 MSFT

    -0.4%　-US$555.1万

  • 加仓 SGOV

    +26.8%　US$268.8万

  • 加仓 XOM

    -3.3%　US$216.3万

  • 减仓 AAPL

    -4.7%　-US$188.4万

  • 加仓 PWR

    -5.9%　US$175.0万

  • 加仓 JNJ

    -4.0%　US$169.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1MSFTMicrosoft CORP股票-科技4.35%-1.38%-0.44%
2AAPLApple INC股票-科技3.71%-0.48%-4.71%
3WMTWalmart INC股票-非周期性消费3.59%+0.14%-6.48%
4MRKMerck & Co. INC.股票-医疗保健3.57%+0.37%-1.88%
5JNJJohnson & Johnson股票-医疗保健3.50%+0.40%-3.95%
6SGOVIshares 0-3 Month Treasury BETF-政府公债3.08%+0.65%+26.85%
7MCDMcdonald's CORP股票-周期性消费2.88%—-2.89%
8HDHome Depot INC股票-周期性消费2.66%-0.15%-0.55%
9KRKroger Co股票-非周期性消费2.64%+0.35%+0.15%
10GOOGAlphabet Inc-cl C股票-通信服务2.64%-0.32%-2.23%
11ABBVAbbvie INC股票-医疗保健2.60%-0.19%-1.65%
12CSCOCisco Systems INC股票-科技2.54%—-1.83%
13PWRQuanta Services INC股票-工业2.34%+0.42%-5.90%
14FELEFranklin Electric Co INC股票-工业2.14%-0.12%-1.65%
15LKFNLakeland Financial CORP股票-其他2.08%-0.07%-3.59%
16XOMExxon Mobil CORP股票-能源1.99%+0.52%-3.35%
17ADPAutomatic Data Processing股票-科技1.85%-0.39%+4.64%
18EMREmerson Electric Co股票-工业1.81%—-1.13%
19KOCoca-cola Co/the股票-非周期性消费1.71%+0.09%-3.35%
20PGProcter & Gamble Co/the股票-非周期性消费1.62%—-0.86%
21USBUS Bancorp股票-金融1.60%-0.11%-3.85%
22JPMJpmorgan Chase & Co股票-金融1.48%-0.18%-1.86%
23AFLAflac INC股票-金融1.47%-0.07%-3.67%
24GILDGilead Sciences INC股票-医疗保健1.37%+0.06%-7.86%
25ABTAbbott Laboratories股票-医疗保健1.36%-0.31%-0.01%
26NEENextera Energy INC股票-公用事业1.30%+0.15%-2.05%
27STLDSteel Dynamics INC股票-原材料1.29%—-3.37%
28MDTMedtronic plc股票-医疗保健1.27%-0.13%+1.22%
29SYKStryker CORP股票-医疗保健1.13%-0.11%-1.95%
30MMM3m Co股票-工业1.11%-0.11%+0.90%
31GOOGLAlphabet Inc-cl A股票-通信服务1.10%-0.13%-2.26%
32CINFCincinnati Financial CORP股票-金融1.05%—-1.54%
33FFIVF5 INC股票-科技1.02%+0.11%-0.32%
34APDAir Products & Chemicals INC股票-原材料0.98%+0.16%+1.63%
35SYYSysco CORP股票-非周期性消费0.95%—-2.20%
36GPCGenuine Parts Co股票-周期性消费0.95%-0.08%+8.07%
37INTCIntel CORP股票-科技0.93%+0.14%-0.66%
38ACNAccenture plc股票-科技0.88%-0.31%+0.89%
39PFEPfizer INC股票-医疗保健0.86%+0.09%-0.79%
40ZBHZimmer Biomet Holdings INC股票-医疗保健0.83%—+0.89%
41FLSFlowserve CORP股票-工业0.82%—-6.39%
42RTXRtx CORP股票-工业0.76%—-1.29%
43UPSUnited Parcel Service-cl B股票-工业0.76%—+2.72%
44VWOVanguard Ftse Emerging MarkeETF-新兴市场0.68%—-0.86%
45CVXChevron CORP股票-能源0.68%+0.16%-3.50%
46BRK-BBerkshire Hathaway Inc-cl B股票-其他0.65%—+0.04%
47VTIPVanguard Short-term TipsETF-其他0.65%—+1.64%
48CARRCarrier Global CORP股票-工业0.65%+0.07%+4.67%
49FISVFiserv INC股票-其他0.62%—+10.19%
50CBChubb Limited股票-金融0.61%—+2.22%
1–50 of 127

本季持股变动

Monarch Capital Management INC 在 2026-03-31 最显著的持仓异动： 新建仓: Rio Tinto Plc-spon Adr (RIO); 新建仓: Gfl Environmental Inc-sub Vt (GFL); 减仓: Microsoft CORP (MSFT) — 股数 -0.44%; 加仓: Ishares 0-3 Month Treasury B (SGOV) — 股数 +26.85%; 减仓: Exxon Mobil CORP (XOM) — 股数 -3.35%.

Monarch Capital Management INC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SGOVIshares 0-3 Month Treasury B+0.7%+26.85%加仓
2XOMExxon Mobil CORP+0.5%-3.35%减仓
3PWRQuanta Services INC+0.4%-5.90%减仓
4JNJJohnson & Johnson+0.4%-3.95%减仓
5MRKMerck & Co. INC.+0.4%-1.88%减仓
6KRKroger Co+0.4%+0.15%加仓
7CVXChevron CORP+0.2%-3.50%减仓
8APDAir Products & Chemicals INC+0.2%+1.63%加仓
9NEENextera Energy INC+0.2%-2.05%减仓
10WMTWalmart INC+0.1%-6.48%减仓
11INTCIntel CORP+0.1%-0.66%减仓
12CRMSalesforce INC+0.1%+94.94%加仓
13TGTTarget CORP+0.1%+3.99%加仓
14FFIVF5 INC+0.1%-0.32%减仓
15VZVerizon Communications INC+0.1%+0.86%加仓
16LMTLockheed Martin CORP+0.1%+0.30%加仓
17OKEOneok INC+0.1%+3.55%加仓
18AMZNAmazon.com INC+0.1%+74.80%加仓
19PGRProgressive CORP+0.1%+232.56%加仓
20KOCoca-cola Co/the+0.1%-3.35%减仓
21PFEPfizer INC+0.1%-0.79%减仓
22GEVGE Vernova INC+0.1%-4.11%减仓
23ADMArcher-daniels-midland Co+0.1%+0.05%加仓
24CARRCarrier Global CORP+0.1%+4.67%加仓
25PLXSPlexus CORP+0.1%-5.88%减仓
26GILDGilead Sciences INC+0.1%-7.86%减仓
27LKFNLakeland Financial CORP-0.1%-3.59%减仓
28AFLAflac INC-0.1%-3.67%减仓
29GPCGenuine Parts Co-0.1%+8.07%加仓
30EEFTEuronet Worldwide INC-0.1%-4.02%减仓
31GEGeneral Electric-0.1%-9.10%减仓
32DGDollar General CORP-0.1%-4.62%减仓
33DISWalt Disney Co/the-0.1%+0.84%加仓
34MMM3m Co-0.1%+0.90%加仓
35SYKStryker CORP-0.1%-1.95%减仓
36USBUS Bancorp-0.1%-3.85%减仓
37FELEFranklin Electric Co INC-0.1%-1.65%减仓
38GOOGLAlphabet Inc-cl A-0.1%-2.26%减仓
39MDTMedtronic plc-0.1%+1.22%加仓
40HDHome Depot INC-0.2%-0.55%减仓
41JPMJpmorgan Chase & Co-0.2%-1.86%减仓
42ABBVAbbvie INC-0.2%-1.65%减仓
43ACNAccenture plc-0.3%+0.89%加仓
44ABTAbbott Laboratories-0.3%-0.01%减仓
45GOOGAlphabet Inc-cl C-0.3%-2.23%减仓
46ADPAutomatic Data Processing-0.4%+4.64%加仓
47AAPLApple INC-0.5%-4.71%减仓
48MSFTMicrosoft CORP-1.4%-0.44%减仓
49RIORio Tinto Plc-spon Adr—NEW新建仓
50GFLGfl Environmental Inc-sub Vt—NEW新建仓

FAQ

Monarch Capital Management INC 是什么机构？属于哪种投资人类型？
Monarch Capital Management INC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.1亿，分布在 127 个已申报仓位之中。
Monarch Capital Management INC 目前前几大持股有哪些？
根据最新 13F 申报，Monarch Capital Management INC 按市值排列的前几大持股为： 1. Microsoft CORP (MSFT) — US$1778.0万 (4.3%) 2. Apple INC (AAPL) — US$1517.9万 (3.7%) 3. Walmart INC (WMT) — US$1466.3万 (3.6%) 4. Merck & Co. INC. (MRK) — US$1458.2万 (3.6%) 5. Johnson & Johnson (JNJ) — US$1429.4万 (3.5%)
Monarch Capital Management INC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Monarch Capital Management INC 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 18 个既有持股、减仓 30 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Rio Tinto Plc-spon Adr (RIO); 新建仓: Gfl Environmental Inc-sub Vt (GFL); 减仓: Microsoft CORP (MSFT) — 股数 -0.44%; 加仓: Ishares 0-3 Month Treasury B (SGOV) — 股数 +26.85%; 减仓: Exxon Mobil CORP (XOM) — 股数 -3.35%
Monarch Capital Management INC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Monarch Capital Management INC 的主要板块分布如下： • Health Care: 25.4% • Information Technology: 21.6% • Consumer Staples: 18.4% • Consumer Discretionary: 11.1% • Communication Services: 8.4% • Industrials: 5.6%