LO
Lanham O'Dell & Company, Inc.
行业集中型趋势追踪型高品质投资策略
申报总市值
US$3.5亿
申报季度: 2025-12-31 · 持股只数: 40
Lanham O'Dell & Company, Inc.在最新一期 13F 报告中披露了 40 项持股，申报期为 2025-12-31，总持股市值约为 US$3.5亿，季度换手率为 21.3%。
机构性格雪花图
- 集中度
- 50.09
- 持仓稳定性
- 21.32
- 动能／逆势
- 100
- 行业集中度
- 100
- 多样化
- 80
- 仓位均衡度
- 79.72
近期动向
减仓 BRK-B
-16.5% -US$1157.0万
加仓 VTI
+57.3% US$1605.5万
加仓 BINC
+24.6% US$1343.3万
加仓 VT
+28.8% US$626.6万
减仓 VOO
-5.2% -US$60.1万
加仓 VEU
+16.9% US$515.7万
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 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 20.31% | +2.12% | +24.61% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 16.78% | -5.46% | -16.55% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 12.53% | +0.54% | +12.93% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.24% | +3.82% | +57.30% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 8.73% | +0.72% | +16.92% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 8.70% | -0.17% | +9.19% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 7.46% | +1.20% | +28.83% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.73% | -0.80% | -5.22% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 3.06% | -0.28% | -0.97% | |
| 10 | AAPL | Apple INC | 股票-科技 | 0.85% | +0.47% | +271.36% | |
| 11 | CHCO | City Holding Co | 股票-其他 | 0.42% | -0.06% | — | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.34% | -0.11% | -25.50% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 0.29% | -0.06% | -6.11% | |
| 14 | AEP | American Electric Power | 股票-公用事业 | 0.25% | -0.02% | +0.45% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 0.17% | -0.02% | +0.53% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | -0.02% | — | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.16% | -0.02% | -6.62% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.14% | -0.01% | +5.45% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.11% | +0.02% | +1.10% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.10% | — | +0.09% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.09% | -0.04% | -14.79% | |
| 22 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.09% | -0.01% | — | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.09% | — | — | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.08% | -0.02% | — | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.08% | -0.01% | +0.05% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.08% | +0.01% | +0.07% | |
| 27 | CPRX | Catalyst Pharmaceuticals INC | 股票-医疗保健 | 0.08% | -0.01% | -14.29% | |
| 28 | GS | Goldman Sachs Group INC | 股票-金融 | 0.08% | — | — | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.08% | +0.01% | +0.06% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.07% | — | +8.32% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.07% | — | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.07% | -0.01% | — | |
| 33 | AMGN | Amgen INC | 股票-医疗保健 | 0.07% | — | +0.13% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.07% | -0.02% | -7.17% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.06% | -0.01% | -1.29% | |
| 36 | MU | Micron Technology INC | 股票-科技 | 0.06% | +0.06% | NEW | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.06% | -0.01% | — | |
| 38 | D | Dominion Energy INC | 股票-公用事业 | 0.06% | -0.01% | +0.09% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.06% | +0.06% | NEW | |
| 40 | OCGN | Ocugen INC | 股票-其他 | 0.04% | -0.03% | -28.57% |
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 |
|---|---|---|---|---|
| 2025-12-31 | 40 | US$3.5亿 | 21 | |
| 2025-09-30 | 45 | US$3.1亿 | 90 | |
| 2025-06-30 | 41 | US$2.4亿 | 0 | |
| 2025-03-31 | 32 | US$1.7亿 | 0 | |
| 2024-12-31 | 27 | US$1.8亿 | 0 | |
| 2024-09-30 | 23 | US$1.8亿 | 0 | |
| 2024-06-30 | 26 | US$1.8亿 | 0 | |
| 2024-03-31 | 28 | US$2.0亿 | 0 | |
| 2023-12-31 | 31 | US$1.4亿 | 0 | |
| 2023-09-30 | 17 | US$1.2亿 | 0 | |
| 2023-06-30 | 17 | US$1.1亿 | 0 | |
| 2023-03-31 | 18 | US$9094.5万 | 0 | |
| 2022-12-31 | 18 | US$4583.1万 | 0 | |
| 2022-09-30 | 29 | US$2818.7万 | 0 | |
| 2022-06-30 | 19 | US$2013.3万 | 0 | |
| 2022-03-31 | 20 | US$1.3亿 | 0 | |
| 2021-12-31 | 22 | US$1.3亿 | 0 |
本季持股变动
Lanham O'Dell & Company, Inc. 在 2025-12-31 最显著的持仓异动： 清仓: Ss Technology Select Sector (XLK); 清仓: Alphabet Inc-cl C (GOOG); 清仓: Global Payments INC (GPN); 清仓: Caesars Entertainment INC (CZR); 新建仓: Micron Technology INC (MU).
FAQ
Lanham O'Dell & Company, Inc. 是什么机构？属于哪种投资人类型？
Lanham O'Dell & Company, 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（2025-12-31），该机构追踪的股票投资组合估值约为 US$3.5亿，分布在 40 个已申报仓位之中。
Lanham O'Dell & Company, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Lanham O'Dell & Company, Inc. 按市值排列的前几大持股为：
1. Ishares Flex I A Etf-usd INC (BINC) — US$7055.9万 (20.3%)
2. Berkshire Hathaway Inc-cl B (BRK-B) — US$5827.8万 (16.8%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$4351.4万 (12.5%)
4. Vanguard Total Stock Mkt ETF (VTI) — US$4250.5万 (12.2%)
5. Vanguard Ftse All-world Ex-u (VEU) — US$3031.0万 (8.7%)
Lanham O'Dell & Company, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lanham O'Dell & Company, Inc. 共进行了 38 项显著调整：新建仓 2 个仓位、加仓 18 个既有持股、减仓 11 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：清仓: Ss Technology Select Sector (XLK); 清仓: Alphabet Inc-cl C (GOOG); 清仓: Global Payments INC (GPN); 清仓: Caesars Entertainment INC (CZR); 新建仓: Micron Technology INC (MU)
Lanham O'Dell & Company, 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，Lanham O'Dell & Company, Inc. 的主要板块分布如下：
• Financials: 86.8%
• Information Technology: 8.5%
• Health Care: 2.2%
• Energy: 1.2%
• Consumer Discretionary: 0.8%
• Communication Services: 0.5%