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Catamount Wealth Management

分散型投资策略趋势追踪型行业集中型

申报总市值

US$1.8亿

申报季度: 2019-03-31 · 持股只数: 192

Catamount Wealth Management在最新一期 13F 报告中披露了 192 项持股，申报期为 2019-03-31，总持股市值约为 US$1.8亿，季度换手率为 21.4%。

机构性格雪花图

集中度
26.32
持仓稳定性
21.38
动能／逆势
100
行业集中度
74.75
多样化
100
仓位均衡度
65.81

近期动向

  • 减仓 META

    +1.7%　US$46.7万

  • 加仓 PYPL

    +3005.6%　US$417.8万

  • 减仓 SPY

    -2.0%　US$52.8万

  • 减仓 BRK-B

    +6.2%　US$34.8万

  • 加仓 AMZN

    +30.9%　US$246.5万

  • 减仓 QQQ

    -0.4%　US$48.2万

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
1METAMeta Platforms Inc-class A股票-通信服务16.10%-2.89%+1.68%
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长12.22%-2.07%-2.03%
3VVisa Inc-class A Shares股票-金融7.73%+0.06%+4.39%
4AMZNAmazon.com INC股票-周期性消费5.34%+0.62%+30.91%
5BRK-BBerkshire Hathaway Inc-cl B股票-其他5.34%-0.82%+6.25%
6JPMJpmorgan Chase & Co股票-金融4.60%—+2.41%
7QQQInvesco Qqq Trust Series 1ETF-科技型4.58%-0.59%-0.43%
8BACBank Of America CORP股票-金融3.89%—+2.63%
9PANWPalo Alto Networks INC股票-科技3.13%+3.13%NEW
10LULULululemon Athletica INC股票-周期性消费3.13%+0.10%+11.94%
11WDAYWorkday Inc-class A股票-科技2.92%-0.19%+5.94%
12EWEdwards Lifesciences CORP股票-医疗保健2.72%-0.05%+4.61%
13TWLOTwilio INC - A股票-科技2.57%+0.54%+31.05%
14RTN1USDRaytheon Company股票-其他2.45%-0.39%-6.54%
15PYPLPaypal Holdings INC股票-金融2.45%+2.37%+3005.63%
16VZVerizon Communications INC股票-通信服务2.43%-0.21%+2.49%
17CVXChevron CORP股票-能源2.15%-0.19%+2.59%
18ULUnilever PLC股票-非周期性消费1.84%-0.18%-0.58%
19TSLATesla INC股票-周期性消费1.21%-0.33%+3.81%
20CRMSalesforce INC股票-科技1.20%+1.20%NEW
21NKENike INC -cl B股票-周期性消费1.15%+1.15%NEW
22TAt&t INC股票-通信服务0.84%+0.33%+90.92%
23PEPPepsico INC股票-非周期性消费0.70%-0.07%-0.34%
24MSMorgan Stanley股票-金融0.65%——
25BXUSDBlackstone Group Lp/the股票-其他0.53%+0.50%+2266.67%
26PGProcter & Gamble Co/the股票-非周期性消费0.39%+0.02%+17.26%
27JNJJohnson & Johnson股票-医疗保健0.34%+0.24%+296.30%
28XOMExxon Mobil CORP股票-能源0.30%+0.10%+61.42%
29MSFTMicrosoft CORP股票-科技0.30%+0.05%+27.15%
30XLKSs Technology Select SectorETF-科技型0.29%—-3.57%
31INTCIntel CORP股票-科技0.29%+0.27%+1669.83%
32XLFSs Financial Select SectorETF-其他0.25%—-3.30%
33BMYBristol-myers Squibb Co股票-医疗保健0.25%+0.25%NEW
34HDHome Depot INC股票-周期性消费0.25%+0.23%+1400.00%
35KOCoca-cola Co/the股票-非周期性消费0.23%+0.07%+75.35%
36COPConocophillips股票-能源0.23%—-6.44%
37XLVSs Health Care Select SectorETF-其他0.22%—-4.03%
38HONHoneywell International INC股票-工业0.20%—-11.03%
39PPHMEURAvid Bioservices INC股票-其他0.20%——
40YUMYum! Brands INC股票-周期性消费0.20%——
41PBCTEURPeople's United Financial股票-其他0.18%——
42EEMIshares Msci Emerging MarketETF-新兴市场0.16%—-4.00%
43AEPAmerican Electric Power Company, Inc.股票-公用事业0.15%——
44BABoeing Co/the股票-工业0.15%+0.13%+960.61%
45IGVIshares Expanded Tech-softwaETF-科技型0.14%—-4.47%
46IBMIntl Business Machines CORP股票-科技0.13%+0.09%+300.00%
47NSCNorfolk Southern CORP股票-工业0.13%——
48NOWServicenow INC股票-科技0.11%+0.11%NEW
49ABTAbbott Laboratories股票-医疗保健0.11%——
50MCDMcdonald's CORP股票-周期性消费0.11%—-11.03%
1–50 of 192

本季持股变动

Catamount Wealth Management 在 2019-03-31 最显著的持仓异动： 新建仓: Palo Alto Networks INC (PANW); 新建仓: Salesforce INC (CRM); 新建仓: Nike INC -cl B (NKE); 清仓: Vertex Pharmaceuticals INC (VRTX); 新建仓: Bristol-myers Squibb Co (BMY).

Catamount Wealth Management 于截至 2019-03-31 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
1PYPLPaypal Holdings INC+2.4%+3005.63%加仓
2AMZNAmazon.com INC+0.6%+30.91%加仓
3TWLOTwilio INC - A+0.5%+31.05%加仓
4BXUSDBlackstone Group Lp/the+0.5%+2266.67%加仓
5TAt&t INC+0.3%+90.92%加仓
6INTCIntel CORP+0.3%+1669.83%加仓
7JNJJohnson & Johnson+0.2%+296.30%加仓
8HDHome Depot INC+0.2%+1400.00%加仓
9BABoeing Co/the+0.1%+960.61%加仓
10LULULululemon Athletica INC+0.1%+11.94%加仓
11XOMExxon Mobil CORP+0.1%+61.42%加仓
12IBMIntl Business Machines CORP+0.1%+300.00%加仓
13KOCoca-cola Co/the+0.1%+75.35%加仓
14VVisa Inc-class A Shares+0.1%+4.39%加仓
15MRKMerck & Co. INC.+0.1%+520.00%加仓
16MSFTMicrosoft CORP+0.1%+27.15%加仓
17MOAltria Group INC0%+200.00%加仓
18PFFIshares Preferred & Income S0%+96.88%加仓
19PGProcter & Gamble Co/the0%+17.26%加仓
20PEGPublic Service Enterprise Gp0%+31.87%加仓
21EWEdwards Lifesciences CORP-0.1%+4.61%加仓
22RDS-AShell Plc-spon Adr-a-0.1%-71.05%减仓
23PEPPepsico INC-0.1%-0.34%减仓
24ULUnilever PLC-0.2%-0.58%减仓
25WDAYWorkday Inc-class A-0.2%+5.94%加仓
26CVXChevron CORP-0.2%+2.59%加仓
27VZVerizon Communications INC-0.2%+2.49%加仓
28TSLATesla INC-0.3%+3.81%加仓
29RTN1USDRaytheon Company-0.4%-6.54%减仓
30QQQInvesco Qqq Trust Series 1-0.6%-0.43%减仓
31BRK-BBerkshire Hathaway Inc-cl B-0.8%+6.25%加仓
32SPYSs Spdr S&p 500 ETF Trust-us-2.1%-2.03%减仓
33METAMeta Platforms Inc-class A-2.9%+1.68%加仓
34PANWPalo Alto Networks INC—NEW新建仓
35CRMSalesforce INC—NEW新建仓
36NKENike INC -cl B—NEW新建仓
37VRTXVertex Pharmaceuticals INC—EXIT清仓
38BMYBristol-myers Squibb Co—NEW新建仓
39CDEVEURCentennial Resource Develo-a—EXIT清仓
40WPCWp Carey INC—EXIT清仓
41NOWServicenow INC—NEW新建仓
42USMVIshares Msci USA Min Vol Fac—NEW新建仓
43ZBHZimmer Biomet Holdings INC—NEW新建仓
44WPWorldpay Inc-class A—EXIT清仓
45PMPhilip Morris International—NEW新建仓
46WWayfair Inc- Class A—NEW新建仓
47PAGSPagSeguro Digital Ltd.—NEW新建仓
48CPBTHE Campbell's Company—NEW新建仓
49WFCWells Fargo & Co—NEW新建仓
50DDominion Energy INC—NEW新建仓

FAQ

Catamount Wealth Management 是什么机构？属于哪种投资人类型？
Catamount Wealth Management 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（2019-03-31），该机构追踪的股票投资组合估值约为 US$1.8亿，分布在 192 个已申报仓位之中。
Catamount Wealth Management 目前前几大持股有哪些？
根据最新 13F 申报，Catamount Wealth Management 按市值排列的前几大持股为： 1. Meta Platforms Inc-class A (META) — US$2828.1万 (16.1%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2146.2万 (12.2%) 3. Visa Inc-class A Shares (V) — US$1357.5万 (7.7%) 4. Amazon.com INC (AMZN) — US$938.3万 (5.3%) 5. Berkshire Hathaway Inc-cl B (BRK-B) — US$937.9万 (5.3%)
Catamount Wealth Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Catamount Wealth Management 共进行了 50 项显著调整：新建仓 13 个仓位、加仓 27 个既有持股、减仓 6 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Palo Alto Networks INC (PANW); 新建仓: Salesforce INC (CRM); 新建仓: Nike INC -cl B (NKE); 清仓: Vertex Pharmaceuticals INC (VRTX); 新建仓: Bristol-myers Squibb Co (BMY)
Catamount Wealth Management 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，Catamount Wealth Management 的主要板块分布如下： • Financials: 35.8% • Communication Services: 28.1% • Consumer Discretionary: 16.1% • Information Technology: 11.8% • Energy: 3.9% • Consumer Staples: 2.0%