SI
Sustainable Insight Capital Management, 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$3.0亿
申报季度: 2026-03-31 · 持股只数: 86
Sustainable Insight Capital Management, LLC在最新一期 13F 报告中披露了 86 项持股，申报期为 2026-03-31，总持股市值约为 US$3.0亿，季度换手率为 42.6%。
机构性格雪花图
- 集中度
- 15.69
- 持仓稳定性
- 42.63
- 动能／逆势
- 100
- 行业集中度
- 67.63
- 多样化
- 100
- 仓位均衡度
- 84.51
近期动向
减仓 PANW
-41.8% -US$1069.7万
减仓 PLTR
-28.4% -US$889.6万
减仓 TMUS
-63.8% -US$881.9万
加仓 AMZN
+101.4% US$697.6万
加仓 AAPL
+35.9% US$687.6万
减仓 BKNG
-25.1% -US$324.4万
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 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 10.91% | +2.36% | +35.89% | |
| 2 | AVGO | Broadcom INC | 股票-科技 | 6.96% | -0.46% | +4.30% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.39% | +0.59% | +17.07% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.21% | +2.36% | +101.42% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.18% | — | +18.33% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 4.29% | -2.94% | -28.40% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | -0.53% | +15.54% | |
| 8 | TSLA | Tesla INC | 股票-周期性消费 | 3.82% | +1.07% | +66.80% | |
| 9 | PANW | Palo Alto Networks INC | 股票-科技 | 3.69% | -3.54% | -41.82% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.50% | +1.01% | +52.07% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.79% | +0.78% | +51.04% | |
| 12 | MSCI | Msci INC | 股票-金融 | 2.00% | -0.62% | -19.27% | |
| 13 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.97% | -0.69% | -21.18% | |
| 14 | HUM | Humana INC | 股票-医疗保健 | 1.79% | -0.33% | +24.40% | |
| 15 | TMUS | T-mobile US INC | 股票-通信服务 | 1.78% | -2.93% | -63.76% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | +0.31% | +33.29% | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 1.56% | — | +39.83% | |
| 18 | BKNG | Booking Holdings INC | 股票-周期性消费 | 1.56% | -1.07% | -25.12% | |
| 19 | TDG | Transdigm Group INC | 股票-工业 | 1.50% | — | +20.67% | |
| 20 | CPRT | Copart INC | 股票-工业 | 1.48% | — | +24.55% | |
| 21 | STLD | Steel Dynamics INC | 股票-原材料 | 1.40% | +0.70% | +86.84% | |
| 22 | NFLX | Netflix INC | 股票-通信服务 | 1.40% | +0.21% | +13.55% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.39% | +0.47% | +30.06% | |
| 24 | RACE | Ferrari N.V. | 股票-周期性消费 | 1.17% | +1.17% | NEW | |
| 25 | TD | Toronto-dominion Bank | 股票-金融 | 1.04% | — | +12.04% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.96% | +0.48% | +77.57% | |
| 27 | ALL | Allstate CORP | 股票-金融 | 0.85% | -0.41% | -32.63% | |
| 28 | HIG | Hartford Insurance Group INC | 股票-金融 | 0.85% | -0.41% | -32.11% | |
| 29 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.84% | +0.84% | NEW | |
| 30 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.83% | +0.83% | NEW | |
| 31 | GL | Globe Life INC | 股票-金融 | 0.83% | +0.83% | NEW | |
| 32 | PH | Parker Hannifin CORP | 股票-工业 | 0.72% | +0.18% | +30.35% | |
| 33 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.69% | -0.49% | -31.06% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.68% | NEW | |
| 35 | CSX | Csx CORP | 股票-工业 | 0.67% | — | +8.98% | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 0.66% | — | +21.03% | |
| 37 | DOV | Dover CORP | 股票-工业 | 0.62% | — | +8.63% | |
| 38 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 0.60% | — | +9.06% | |
| 39 | LRCX | Lam Research CORP | 股票-科技 | 0.46% | — | +10.23% | |
| 40 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.45% | — | +52.54% | |
| 41 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.45% | — | +25.78% | |
| 42 | LYV | Live Nation Entertainment In | 股票-通信服务 | 0.45% | +0.45% | NEW | |
| 43 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.43% | — | +25.40% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.42% | — | +24.50% | |
| 45 | TKO | Tko Group Holdings INC | 股票-通信服务 | 0.41% | — | -14.08% | |
| 46 | SHOP | Shopify INC - Class A | 股票-科技 | 0.41% | +0.41% | NEW | |
| 47 | PLD | Prologis INC | 股票-房地产 | 0.36% | +0.28% | +350.39% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | — | +39.86% | |
| 49 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.34% | +0.34% | NEW | |
| 50 | FNV | Franco-nevada CORP | 股票-原材料 | 0.34% | — | +6.76% |
1–50 of 86
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 86 | US$3.0亿 | 43 | |
| 2025-12-31 | 77 | US$3.0亿 | 54 | |
| 2025-09-30 | 71 | US$3.2亿 | 77 | |
| 2025-06-30 | 61 | US$2.2亿 | 0 | |
| 2025-03-31 | 66 | US$2.0亿 | 100 | |
| 2024-12-31 | 73 | US$2.3亿 | 0 | |
| 2024-09-30 | 72 | US$2.2亿 | 0 | |
| 2024-06-30 | 74 | US$2.0亿 | 0 | |
| 2024-03-31 | 67 | US$1.4亿 | 0 | |
| 2023-12-31 | 57 | US$1.2亿 | 0 | |
| 2023-09-30 | 53 | US$1.0亿 | 0 | |
| 2023-06-30 | 51 | US$1.1亿 | 0 | |
| 2023-03-31 | 89 | US$9954.3万 | 0 | |
| 2022-12-31 | 98 | US$8869.5万 | 0 | |
| 2022-09-30 | 97 | US$8559.7万 | 0 | |
| 2022-06-30 | 119 | US$1.0亿 | 0 | |
| 2022-03-31 | 121 | US$1.4亿 | 0 | |
| 2021-12-31 | 125 | US$1.9亿 | 0 | |
| 2021-09-30 | 112 | US$1.6亿 | 0 | |
| 2021-06-30 | 122 | US$1.7亿 | 100 | |
| 2021-03-31 | 112 | US$1.5亿 | 63 | |
| 2020-12-31 | 111 | US$1.5亿 | 100 | |
| 2020-03-31 | 63 | US$7162.0万 | 76 | |
| 2019-12-31 | 60 | US$9702.2万 | 42 | |
| 2019-09-30 | 51 | US$8740.0万 | 55 | |
| 2019-06-30 | 53 | US$8588.9万 | 100 | |
| 2019-03-31 | 80 | US$7767.0万 | 100 | |
| 2018-12-31 | 64 | US$7690.4万 | 100 | |
| 2018-09-30 | 68 | US$1.5亿 | 90 | |
| 2018-06-30 | 75 | US$2.6亿 | 49 | |
| 2018-03-31 | 73 | US$2.5亿 | 69 | |
| 2017-12-31 | 59 | US$2.6亿 | 58 | |
| 2017-09-30 | 42 | US$2.2亿 | 80 | |
| 2017-06-30 | 42 | US$2.1亿 | 82 | |
| 2017-03-31 | 55 | US$2.0亿 | 60 | |
| 2016-12-31 | 45 | US$1.9亿 | — |
本季持股变动
Sustainable Insight Capital Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Abbott Laboratories (ABT); 清仓: Wells Fargo & Co (WFC); 清仓: Capital One Financial CORP (COF); 新建仓: Ferrari N.V. (RACE); 新建仓: Arch Capital Group Ltd. (ACGL).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +2.4% | +101.42% | 加仓 |
| 2 | AAPL | Apple INC | +2.4% | +35.89% | 加仓 |
| 3 | TSLA | Tesla INC | +1.1% | +66.80% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +1% | +52.07% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.8% | +51.04% | 加仓 |
| 6 | STLD | Steel Dynamics INC | +0.7% | +86.84% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.6% | +17.07% | 加仓 |
| 8 | WMT | Walmart INC | +0.5% | +77.57% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.5% | +30.06% | 加仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | +33.29% | 加仓 |
| 11 | PLD | Prologis INC | +0.3% | +350.39% | 加仓 |
| 12 | EQIX | Equinix INC | +0.3% | +250.00% | 加仓 |
| 13 | NFLX | Netflix INC | +0.2% | +13.55% | 加仓 |
| 14 | MU | Micron Technology INC | +0.2% | +165.80% | 加仓 |
| 15 | CCI | Crown Castle INC | +0.2% | +306.47% | 加仓 |
| 16 | PH | Parker Hannifin CORP | +0.2% | +30.35% | 加仓 |
| 17 | SBAC | Sba Communications CORP | +0.2% | +300.47% | 加仓 |
| 18 | EQR | Equity Residential | +0.2% | +273.44% | 加仓 |
| 19 | KR | Kroger Co | +0.2% | +109.24% | 加仓 |
| 20 | HUM | Humana INC | -0.3% | +24.40% | 加仓 |
| 21 | PSX | Phillips 66 | -0.4% | -76.47% | 减仓 |
| 22 | HIG | Hartford Insurance Group INC | -0.4% | -32.11% | 减仓 |
| 23 | ALL | Allstate CORP | -0.4% | -32.63% | 减仓 |
| 24 | AVGO | Broadcom INC | -0.5% | +4.30% | 加仓 |
| 25 | WYNN | Wynn Resorts LTD | -0.5% | -31.06% | 减仓 |
| 26 | MSFT | Microsoft CORP | -0.5% | +15.54% | 加仓 |
| 27 | MSCI | Msci INC | -0.6% | -19.27% | 减仓 |
| 28 | MRSH | Marsh & Mclennan Cos | -0.7% | -21.18% | 减仓 |
| 29 | BKNG | Booking Holdings INC | -1.1% | -25.12% | 减仓 |
| 30 | TMUS | T-mobile US INC | -2.9% | -63.76% | 减仓 |
| 31 | PLTR | Palantir Technologies Inc-a | -2.9% | -28.40% | 减仓 |
| 32 | PANW | Palo Alto Networks INC | -3.5% | -41.82% | 减仓 |
| 33 | ABT | Abbott Laboratories | — | EXIT | 清仓 |
| 34 | WFC | Wells Fargo & Co | — | EXIT | 清仓 |
| 35 | COF | Capital One Financial CORP | — | EXIT | 清仓 |
| 36 | RACE | Ferrari N.V. | — | NEW | 新建仓 |
| 37 | ACGL | Arch Capital Group Ltd. | — | NEW | 新建仓 |
| 38 | WTW | Willis Towers Watson Public Limited Company | — | NEW | 新建仓 |
| 39 | GL | Globe Life INC | — | NEW | 新建仓 |
| 40 | AEP | American Electric Power | — | EXIT | 清仓 |
| 41 | JNJ | Johnson & Johnson | — | NEW | 新建仓 |
| 42 | LYV | Live Nation Entertainment In | — | NEW | 新建仓 |
| 43 | EXE | Expand Energy CORP | — | EXIT | 清仓 |
| 44 | SHOP | Shopify INC - Class A | — | NEW | 新建仓 |
| 45 | HSY | Hershey Co/the | — | NEW | 新建仓 |
| 46 | KLAC | Kla CORP | — | NEW | 新建仓 |
| 47 | CHD | Church & Dwight Co INC | — | NEW | 新建仓 |
| 48 | MAA | Mid-america Apartment Comm | — | NEW | 新建仓 |
| 49 | CSCO | Cisco Systems INC | — | NEW | 新建仓 |
| 50 | MRK | Merck & Co. INC. | — | NEW | 新建仓 |
FAQ
Sustainable Insight Capital Management, LLC 是什么机构？属于哪种投资人类型？
Sustainable Insight Capital Management, 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.0亿，分布在 86 个已申报仓位之中。
Sustainable Insight Capital Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Sustainable Insight Capital Management, LLC 按市值排列的前几大持股为：
1. Apple INC (AAPL) — US$3248.2万 (10.9%)
2. Broadcom INC (AVGO) — US$2072.8万 (7.0%)
3. Nvidia CORP (NVDA) — US$1901.9万 (6.4%)
4. Amazon.com INC (AMZN) — US$1551.1万 (5.2%)
5. Eli Lilly & Co (LLY) — US$1543.5万 (5.2%)
Sustainable Insight Capital Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Sustainable Insight Capital Management, LLC 共进行了 50 项显著调整：新建仓 13 个仓位、加仓 22 个既有持股、减仓 10 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Abbott Laboratories (ABT); 清仓: Wells Fargo & Co (WFC); 清仓: Capital One Financial CORP (COF); 新建仓: Ferrari N.V. (RACE); 新建仓: Arch Capital Group Ltd. (ACGL)
Sustainable Insight Capital Management, 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，Sustainable Insight Capital Management, LLC 的主要板块分布如下：
• Information Technology: 41.3%
• Consumer Discretionary: 12.6%
• Financials: 11.3%
• Communication Services: 10.5%
• Health Care: 9.1%
• Industrials: 7.2%