BP

Banyan Partners, LLC

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$11.8亿

申报季度: 2014-09-30 · 持股只数: 453

Banyan Partners, LLC在最新一期 13F 报告中披露了 453 项持股，申报期为 2014-09-30，总持股市值约为 US$11.8亿，季度换手率为 14.5%。

机构性格雪花图

集中度
3.57
持仓稳定性
14.52
动能／逆势
100
行业集中度
48.96
多样化
100
仓位均衡度
84.22

近期动向

  • 加仓 SLB

    +64.6%　US$612.0万

  • 加仓 AAPL

    -2.3%　US$273.1万

  • 减仓 SDRL

    -21.0%　-US$284.2万

  • 加仓 CTSH

    +67.9%　US$271.4万

  • 减仓 g60754101

    -74.5%　-US$236.2万

  • 加仓 BAC

    +26.6%　US$233.6万

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

仅显示前 390 大持股（共 453 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
1AAPLApple INC股票-科技4.17%+0.25%-2.32%
2AEPAmerican Electric Power Company, Inc.股票-公用事业2.35%—+1.86%
3✓ J P Morgan Chase And Co股票-其他1.99%+0.10%+0.25%
4WFCWells Fargo & Co股票-金融1.77%—-1.95%
5SLBSlb LTD股票-能源1.76%+0.53%+64.60%
6IBMIntl Business Machines CORP股票-科技1.73%+0.12%+2.25%
7QCOMQualcomm INC股票-科技1.73%—+2.63%
8SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.72%+0.12%+6.19%
9MSFTMicrosoft CORP股票-科技1.67%—-9.34%
10BRK-ABerkshire Hathaway Inc-cl A股票-其他1.46%+0.13%—
11JNJJohnson & Johnson股票-医疗保健1.16%—+0.10%
12HDHome Depot INC股票-周期性消费1.15%+0.12%-2.45%
13CVXChevron CORP股票-能源1.15%-0.19%-7.17%
14✓ 股票-其他1.14%+0.16%+3.78%
15UTXZUnited Tech CORP股票-其他1.13%—+3.86%
16AXPAmerican Express Company股票-金融1.11%—-5.20%
17OXYOccidental Petroleum CORP股票-能源1.08%—+9.72%
18CSCOCisco Systems INC股票-科技1.07%—+0.97%
19DISWalt Disney Co/the股票-通信服务1.06%—-2.95%
20MRKMerck & Co. INC.股票-医疗保健1.06%—-7.20%
21BBTUSDBb&t CORP股票-其他1.03%-0.11%-4.78%
22XOMExxon Mobil CORP股票-能源1.03%—+3.14%
23✓ Du Pont E I De Nemour&Co股票-其他0.96%—-3.41%
24CELGCelgene CORP股票-其他0.95%—-3.49%
25AIGAmerican International Group股票-金融0.94%—-1.22%
26SBUXStarbucks CORP股票-周期性消费0.90%—-2.54%
27MKLMarkel Group INC股票-金融0.89%——
28COPConocophillips股票-能源0.89%-0.08%+1.87%
29PFEPfizer INC股票-医疗保健0.87%—+3.72%
30VVisa Inc-class A Shares股票-金融0.85%—+2.27%
31INTCIntel CORP股票-科技0.83%-0.18%-27.26%
32ORCLOracle CORP股票-科技0.80%-0.10%-7.07%
33BLKBlackRock, Inc.股票-金融0.79%—-0.90%
34GILDGilead Sciences INC股票-医疗保健0.77%+0.13%-7.59%
35ADTADT Inc.股票-工业0.77%+0.15%+21.88%
36MMM3m Co股票-工业0.75%—-2.33%
37PGProcter & Gamble Co/the股票-非周期性消费0.74%—+2.73%
38✓ Alphabet A股票-其他0.74%—-0.65%
39✓ Alphabet INC Cl C股票-其他0.73%—-1.93%
40AMGNAmgen INC股票-医疗保健0.69%+0.11%+0.36%
41BACBank Of America CORP股票-金融0.69%+0.20%+26.59%
42UPSUnited Parcel Service-cl B股票-工业0.68%+0.19%+44.61%
43CTSHCognizant Tech Solutions-a股票-科技0.66%+0.23%+67.86%
44BAXBaxter International INC股票-医疗保健0.66%—+3.41%
45ABTAbbott Laboratories股票-医疗保健0.65%+0.18%+34.01%
46TGTTarget CORP股票-周期性消费0.63%—+3.58%
47CMCSAComcast Corporation股票-通信服务0.62%+0.09%+17.82%
48PMPhilip Morris International股票-非周期性消费0.62%—-3.68%
49ABBVAbbvie INC股票-医疗保健0.62%—+1.62%
50CVSCvs Health CORP股票-医疗保健0.61%—+1.71%
1–50 of 390

本季持股变动

Banyan Partners, LLC 在 2014-09-30 最显著的持仓异动： 新建仓: Mallinckrodt PLC; 清仓: Riverbed Technology INC; 新建仓: Micron Technology INC (MU); 清仓: Proshares Ultrashort 20+y Tr (TBT); 新建仓: Alibaba Group Holding Limited (BABA).

Banyan Partners, LLC 于截至 2014-09-30 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
1SLBSlb LTD+0.5%+64.60%加仓
2AAPLApple INC+0.3%-2.32%减仓
3CTSHCognizant Tech Solutions-a+0.2%+67.86%加仓
4BACBank Of America CORP+0.2%+26.59%加仓
5UPSUnited Parcel Service-cl B+0.2%+44.61%加仓
6ABTAbbott Laboratories+0.2%+34.01%加仓
7AJGArthur J Gallagher & Co+0.2%+100.38%加仓
8✓ +0.2%+3.78%加仓
9ADTADT Inc.+0.2%+21.88%加仓
10DRIDarden Restaurants INC+0.1%+19.09%加仓
11GILDGilead Sciences INC+0.1%-7.59%减仓
12BRK-ABerkshire Hathaway Inc-cl A+0.1%—不变
13IBMIntl Business Machines CORP+0.1%+2.25%加仓
14SPYSs Spdr S&p 500 ETF Trust-us+0.1%+6.19%加仓
15HDHome Depot INC+0.1%-2.45%减仓
16AMGNAmgen INC+0.1%+0.36%加仓
17MELIMercadoLibre, Inc.+0.1%+70.00%加仓
18FSLRFirst Solar INC+0.1%+49.10%加仓
19MCDMcdonald's CORP+0.1%+27.77%加仓
20✓ J P Morgan Chase And Co+0.1%+0.25%加仓
21CMCSAComcast Corporation+0.1%+17.82%加仓
22✓ +0.1%+444.43%加仓
23COPConocophillips-0.1%+1.87%加仓
24DEDeere & Co-0.1%-31.11%减仓
25LVSLas Vegas Sands CORP-0.1%-33.65%减仓
26ORCLOracle CORP-0.1%-7.07%减仓
27SNDKSandisk Corporation-0.1%-19.28%减仓
28BBTUSDBb&t CORP-0.1%-4.78%减仓
29BKRBaker Hughes Company-0.1%-8.72%减仓
30DUKDuke Energy CORP-0.1%-72.32%减仓
31TEVATeva Pharmaceutical-sp Adr-0.2%-54.91%减仓
32CERNCHFCerner CORP-0.2%-33.22%减仓
33VALValaris Limited-0.2%-46.64%减仓
34HTZHertz Global Holdings, Inc.-0.2%-32.17%减仓
35INTCIntel CORP-0.2%-27.26%减仓
36ZTSZoetis INC-0.2%-52.83%减仓
37CVXChevron CORP-0.2%-7.17%减仓
38GTLSChart Industries INC-0.2%-83.84%减仓
39FFord Motor Co-0.2%-52.15%减仓
40✓ Michael Kors Hldgs LTD-0.2%-74.47%减仓
41✓ Eqt CORP Com-0.2%-34.98%减仓
42SDRLSeadrill Limited-0.2%-20.97%减仓
43✓ Mallinckrodt PLC—NEW新建仓
44✓ Riverbed Technology INC—EXIT清仓
45MUMicron Technology INC—NEW新建仓
46TBTProshares Ultrashort 20+y Tr—EXIT清仓
47BABAAlibaba Group Holding Limited—NEW新建仓
48TDCTeradata CORP—NEW新建仓
49✓ Shire PLC—EXIT清仓
50FFIVF5 INC—NEW新建仓

FAQ

Banyan Partners, LLC 是什么机构？属于哪种投资人类型？
Banyan Partners, LLC 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（2014-09-30），该机构追踪的股票投资组合估值约为 US$11.8亿，分布在 453 个已申报仓位之中。
Banyan Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Banyan Partners, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$4905.4万 (4.2%) 2. American Electric Power Company, Inc. (AEP) — US$2771.4万 (2.4%) 3. J P Morgan Chase And Co — US$2339.2万 (2.0%) 4. Wells Fargo & Co (WFC) — US$2088.5万 (1.8%) 5. Slb LTD (SLB) — US$2072.3万 (1.8%)
Banyan Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Banyan Partners, LLC 共进行了 49 项显著调整：新建仓 5 个仓位、加仓 19 个既有持股、减仓 22 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Mallinckrodt PLC; 清仓: Riverbed Technology INC; 新建仓: Micron Technology INC (MU); 清仓: Proshares Ultrashort 20+y Tr (TBT); 新建仓: Alibaba Group Holding Limited (BABA)
Banyan Partners, LLC 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，Banyan Partners, LLC 的主要板块分布如下： • Information Technology: 28.6% • Health Care: 17.3% • Financials: 13.4% • Energy: 10.6% • Consumer Discretionary: 9.9% • Consumer Staples: 6.8%