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Lumbard & Kellner, 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$2.9亿

申报季度: 2026-03-31 · 持股只数: 99

Lumbard & Kellner, LLC在最新一期 13F 报告中披露了 99 项持股，申报期为 2026-03-31，总持股市值约为 US$2.9亿，季度换手率为 24.8%。

机构性格雪花图

集中度
9.59
持仓稳定性
24.75
动能／逆势
100
行业集中度
53.59
多样化
100
仓位均衡度
88.22

近期动向

  • 加仓 PBR

    -0.0%　US$629.5万

  • 减仓 GPRE

    -94.2%　-US$406.3万

  • 加仓 KRE

    +359.9%　US$279.4万

  • 减仓 FSLR

    +0.1%　-US$231.3万

  • 减仓 BIL

    -14.0%　-US$193.4万

  • 加仓 FLBR

    +4.6%　US$153.5万

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
1PBRPetroleo Brasileiro-spon Adr股票-能源5.09%+2.15%-0.00%
2GOOGAlphabet Inc-cl C股票-通信服务4.85%-0.46%+1.10%
3BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债4.20%-0.72%-14.00%
4HBMHudbay Minerals INC股票-其他3.76%+0.15%-0.01%
5SPMDSs Spdr P S&p 400 Midcap ETFETF-其他3.54%+0.09%+1.37%
6GSGoldman Sachs Group INC股票-金融3.50%-0.17%+0.11%
7RSPInvesco S&p 500 Equal WeightETF-大型股与成长3.43%—+1.64%
8FRDMFreedom 100 Emeging Mrkt ETFETF-其他2.91%+0.16%+0.34%
9KMIKinder Morgan INC股票-能源2.85%+0.49%+0.09%
10CSCOCisco Systems INC股票-科技2.85%—+0.08%
11ENSEnersys股票-工业2.66%+0.39%+0.10%
12VYMIVanguard Int High Dvd Yld InETF-其他2.62%+0.13%+1.48%
13METMetlife INC股票-金融2.62%-0.33%+0.25%
14MTRNMaterion CORP股票-其他2.59%+0.35%+0.09%
15KTOSKratos Defense & Security股票-工业2.57%-0.21%+0.80%
16FSLRFirst Solar INC股票-科技2.48%-0.84%+0.07%
17AMZNAmazon.com INC股票-周期性消费2.35%+0.07%+15.67%
18LMTLockheed Martin CORP股票-工业2.27%+0.44%+0.21%
19FLBRFranklin Ftse Brazil ETFETF-其他2.24%+0.51%+4.57%
20NOCNorthrop Grumman CORP股票-工业2.09%+0.33%+0.53%
21PRIMPrimoris Services CORP股票-工业2.06%+0.26%+0.43%
22JBLJabil INC股票-科技1.78%+0.24%+0.58%
23XLFSs Financial Select SectorETF-其他1.69%+1.69%NEW
24ETONEton Pharmaceuticals INC股票-其他1.50%+0.46%+0.55%
25MSFTMicrosoft CORP股票-科技1.34%-0.43%—
26FLKRFranklin Ftse South KoreaETF-其他1.34%+0.26%+0.17%
27BRK-ABerkshire Hathaway Inc-cl A股票-其他1.24%——
28KRESs Spdr S&p Regional BankETF-其他1.24%+0.97%+359.90%
29ASIXAdvansix INC股票-其他1.23%+0.35%+0.39%
30VTIVanguard Total Stock Mkt ETFETF-其他1.23%——
31FLINFranklin Ftse India ETFETF-其他1.17%-0.19%+0.66%
32QABAFirst Trust Nasdaq Aba CbifETF-科技型1.16%—+0.65%
33EIDOIshares Msci Indonesia ETFETF-其他1.13%-0.18%+2.65%
34VEUVanguard Ftse All-world Ex-uETF-其他1.10%—+1.54%
35HROWHarrow INC股票-其他1.08%-0.44%+0.28%
36AAPLApple INC股票-科技1.00%-0.09%—
37AMSCAmerican Superconductor CORP股票-其他0.86%+0.14%+3.52%
38LLYEli Lilly & Co股票-医疗保健0.80%-0.15%—
39BRK-BBerkshire Hathaway Inc-cl B股票-其他0.71%—+3.47%
40CLIPGlobal X 1-3 Month T-billETF-其他0.70%-0.11%-12.67%
41SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.66%——
42ALKSAlkermes plc股票-医疗保健0.64%+0.64%NEW
43AMATApplied Materials INC股票-科技0.63%+0.15%—
44DNLIDenali Therapeutics INC股票-其他0.63%+0.63%NEW
45BEBloom Energy Corp- A股票-工业0.58%—-29.98%
46STNGScorpio Tankers Inc.股票-其他0.49%+0.15%—
47XOMExxon Mobil CORP股票-能源0.46%+0.13%—
48GLDSpdr Gold SharesETF-避险与商品0.44%—+2.22%
49JPMJpmorgan Chase & Co股票-金融0.43%——
50JOESt Joe Co/the股票-其他0.40%—+0.53%
1–50 of 99

本季持股变动

Lumbard & Kellner, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ss Financial Select Sector (XLF); 清仓: Advanced Micro Devices (AMD); 清仓: Snowflake INC (SNOW); 清仓: Uipath INC - Class A (PATH); 清仓: Prudential Financial INC (PRU).

Lumbard & Kellner, LLC 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
1PBRPetroleo Brasileiro-spon Adr+2.2%-0.00%减仓
2KRESs Spdr S&p Regional Bank+1%+359.90%加仓
3FLBRFranklin Ftse Brazil ETF+0.5%+4.57%加仓
4KMIKinder Morgan INC+0.5%+0.09%加仓
5ETONEton Pharmaceuticals INC+0.5%+0.55%加仓
6LMTLockheed Martin CORP+0.4%+0.21%加仓
7ENSEnersys+0.4%+0.10%加仓
8MTRNMaterion CORP+0.4%+0.09%加仓
9ASIXAdvansix INC+0.4%+0.39%加仓
10NOCNorthrop Grumman CORP+0.3%+0.53%加仓
11PRIMPrimoris Services CORP+0.3%+0.43%加仓
12FLKRFranklin Ftse South Korea+0.3%+0.17%加仓
13JBLJabil INC+0.2%+0.58%加仓
14FRDMFreedom 100 Emeging Mrkt ETF+0.2%+0.34%加仓
15HBMHudbay Minerals INC+0.2%-0.01%减仓
16AMATApplied Materials INC+0.2%—不变
17STNGScorpio Tankers Inc.+0.2%—不变
18AMSCAmerican Superconductor CORP+0.1%+3.52%加仓
19VYMIVanguard Int High Dvd Yld In+0.1%+1.48%加仓
20XOMExxon Mobil CORP+0.1%—不变
21UTIUniversal Technical Institut+0.1%+4.79%加仓
22SPMDSs Spdr P S&p 400 Midcap ETF+0.1%+1.37%加仓
23AMZNAmazon.com INC+0.1%+15.67%加仓
24AAPLApple INC-0.1%—不变
25CLIPGlobal X 1-3 Month T-bill-0.1%-12.67%减仓
26SCHOSchwab Short-term US Treas-0.1%-47.00%减仓
27LLYEli Lilly & Co-0.2%—不变
28GSGoldman Sachs Group INC-0.2%+0.11%加仓
29EIDOIshares Msci Indonesia ETF-0.2%+2.65%加仓
30FLINFranklin Ftse India ETF-0.2%+0.66%加仓
31KTOSKratos Defense & Security-0.2%+0.80%加仓
32METMetlife INC-0.3%+0.25%加仓
33MSFTMicrosoft CORP-0.4%—不变
34HROWHarrow INC-0.4%+0.28%加仓
35GOOGAlphabet Inc-cl C-0.5%+1.10%加仓
36BILSs Spdr Bb 1-3m T-bill ETF-0.7%-14.00%减仓
37FSLRFirst Solar INC-0.8%+0.07%加仓
38GPREGreen Plains INC-1.4%-94.24%减仓
39XLFSs Financial Select Sector—NEW新建仓
40AMDAdvanced Micro Devices—EXIT清仓
41SNOWSnowflake INC—EXIT清仓
42PATHUipath INC - Class A—EXIT清仓
43PRUPrudential Financial INC—EXIT清仓
44ALKSAlkermes plc—NEW新建仓
45DNLIDenali Therapeutics INC—NEW新建仓
46SGOVIshares 0-3 Month Treasury B—EXIT清仓
47SPTSSs Spdr P St Term Tsy ETF—EXIT清仓
48APHAmphenol Corp-cl A—NEW新建仓
49GMGeneral Motors Co—EXIT清仓
50EPDEnterprise Products Partners—NEW新建仓

FAQ

Lumbard & Kellner, LLC 是什么机构？属于哪种投资人类型？
Lumbard & Kellner, 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$2.9亿，分布在 99 个已申报仓位之中。
Lumbard & Kellner, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Lumbard & Kellner, LLC 按市值排列的前几大持股为： 1. Petroleo Brasileiro-spon Adr (PBR) — US$1467.7万 (5.1%) 2. Alphabet Inc-cl C (GOOG) — US$1400.0万 (4.8%) 3. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$1212.6万 (4.2%) 4. Hudbay Minerals INC (HBM) — US$1085.5万 (3.8%) 5. Ss Spdr P S&p 400 Midcap ETF (SPMD) — US$1022.1万 (3.5%)
Lumbard & Kellner, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lumbard & Kellner, LLC 共进行了 44 项显著调整：新建仓 5 个仓位、加仓 26 个既有持股、减仓 6 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Ss Financial Select Sector (XLF); 清仓: Advanced Micro Devices (AMD); 清仓: Snowflake INC (SNOW); 清仓: Uipath INC - Class A (PATH); 清仓: Prudential Financial INC (PRU)
Lumbard & Kellner, 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，Lumbard & Kellner, LLC 的主要板块分布如下： • Industrials: 26.1% • Information Technology: 21.7% • Energy: 16.7% • Financials: 14.6% • Communication Services: 9.9% • Consumer Discretionary: 4.8%