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Taylor Financial Group, Inc.

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$1.6亿

申报季度: 2026-03-31 · 持股只数: 99

Taylor Financial Group, Inc.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$1.6亿，季度换手率为 11.8%。

机构性格雪花图

集中度
22.09
持仓稳定性
11.81
动能／逆势
100
行业集中度
64.74
多样化
100
仓位均衡度
78.76

近期动向

  • 减仓 VUG

    -1.1%　-US$343.7万

  • 加仓 IJT

    +89.8%　US$235.4万

  • 减仓 ORCL

    +0.3%　-US$92.1万

  • 减仓 MSFT

    -0.5%　-US$86.3万

  • 加仓 DVY

    +3.3%　US$43.0万

  • 减仓 BX

    +2.1%　-US$57.7万

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
1VUGVanguard Growth ETFETF-其他16.06%-1.53%-1.13%
2NSCNorfolk Southern CORP股票-工业13.94%-0.02%-2.63%
3AAPLApple INC股票-科技2.95%-0.14%-0.91%
4IJTIshares S&p Small-cap 600 GrETF-其他2.94%+1.48%+89.77%
5BRK-BBerkshire Hathaway Inc-cl B股票-其他2.71%-0.12%-2.61%
6DVYIshares Select Dividend ETFETF-其他2.67%+0.34%+3.31%
7DIVBIshares Core Dividend ETFETF-其他2.52%+0.20%+3.67%
8CGBLCap Group Core BalancedETF-其他2.42%—+4.14%
9GALSs Global Allocation ETFETF-其他2.36%+0.18%+4.49%
10AOMIshares Core 40/60 ModerateETF-其他2.23%+0.14%+4.16%
11LLYEli Lilly & Co股票-医疗保健1.94%-0.26%—
12VTVVanguard Value ETFETF-其他1.84%—-0.82%
13HDHome Depot INC股票-周期性消费1.79%-0.03%—
14IJHIshares Core S&p Midcap ETFETF-其他1.75%—+0.40%
15ORCLOracle CORP股票-科技1.74%-0.49%+0.31%
16MSFTMicrosoft CORP股票-科技1.67%-0.46%-0.51%
17IJSIshares S&p Small-cap 600 VaETF-其他1.31%—-7.44%
18PHParker Hannifin CORP股票-工业1.30%——
19LMTLockheed Martin CORP股票-工业1.20%+0.27%—
20SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.16%-0.02%—
21IVEIshares S&p 500 Value ETFETF-大型股与成长1.12%—+0.52%
22BXBlackstone INC股票-金融1.12%-0.30%+2.08%
23FISVFiserv INC股票-其他1.03%-0.07%+9.50%
24LOWLowe's Cos INC股票-周期性消费0.99%-0.14%-12.94%
25TAt&t INC股票-通信服务0.98%+0.20%+4.36%
26MARMarriott International -cl A股票-周期性消费0.97%——
27QQQInvesco Qqq Trust Series 1ETF-科技型0.92%-0.06%-2.81%
28MCHPMicrochip Technology INC股票-科技0.87%—-1.90%
29TFCTruist Financial CORP股票-金融0.87%-0.08%-4.92%
30PEPPepsico INC股票-非周期性消费0.80%—-3.42%
31AMZNAmazon.com INC股票-周期性消费0.79%-0.05%+1.21%
32CATCaterpillar INC股票-工业0.76%+0.17%+0.86%
33JPMJpmorgan Chase & Co股票-金融0.75%-0.04%—
34IVWIshares S&p 500 Growth ETFETF-大型股与成长0.74%-0.05%—
35XOMExxon Mobil CORP股票-能源0.74%+0.23%+0.91%
36GEGeneral Electric股票-工业0.74%-0.06%-3.49%
37MDYState Street Spdr S&p MidcapETF-其他0.70%——
38NFLXNetflix INC股票-通信服务0.65%+0.09%+10.92%
39PLTRPalantir Technologies Inc-a股票-科技0.63%-0.11%+0.35%
40GEVGE Vernova INC股票-工业0.58%+0.16%—
41GSGoldman Sachs Group INC股票-金融0.53%——
42VZVerizon Communications INC股票-通信服务0.51%+0.12%+2.73%
43ATOAtmos Energy CORP股票-公用事业0.50%——
44QQQMInvesco Nasdaq 100 ETFETF-科技型0.49%——
45FDXFedex CORP股票-工业0.49%+0.11%—
46MCDMcdonald's CORP股票-周期性消费0.48%——
47CSXCsx CORP股票-工业0.48%—-4.93%
48SDYSs Spdr S&p Dividend ETFETF-其他0.48%—-3.74%
49PPGPpg Industries INC股票-原材料0.45%—-4.69%
50AEPAmerican Electric Power股票-公用事业0.43%+0.07%—
1–50 of 99

本季持股变动

Taylor Financial Group, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Abbott Laboratories (ABT); 清仓: Visa Inc-class A Shares (V); 清仓: Ishares Ustechnology ETF (IYW); 新建仓: Shell Plc-adr (SHEL); 清仓: Automatic Data Processing (ADP).

Taylor Financial Group, Inc. 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
1IJTIshares S&p Small-cap 600 Gr+1.5%+89.77%加仓
2DVYIshares Select Dividend ETF+0.3%+3.31%加仓
3LMTLockheed Martin CORP+0.3%—不变
4XOMExxon Mobil CORP+0.2%+0.91%加仓
5TAt&t INC+0.2%+4.36%加仓
6DIVBIshares Core Dividend ETF+0.2%+3.67%加仓
7GALSs Global Allocation ETF+0.2%+4.49%加仓
8CATCaterpillar INC+0.2%+0.86%加仓
9GEVGE Vernova INC+0.2%—不变
10GLWCorning INC+0.1%—不变
11AOMIshares Core 40/60 Moderate+0.1%+4.16%加仓
12VZVerizon Communications INC+0.1%+2.73%加仓
13FDXFedex CORP+0.1%—不变
14UPSUnited Parcel Service-cl B+0.1%+35.58%加仓
15NFLXNetflix INC+0.1%+10.92%加仓
16TXNTexas Instruments INC+0.1%+21.75%加仓
17COSTCostco Wholesale CORP+0.1%—不变
18AEPAmerican Electric Power+0.1%—不变
19NSCNorfolk Southern CORP0%-2.63%减仓
20SPYSs Spdr S&p 500 ETF Trust-us0%—不变
21HDHome Depot INC0%—不变
22JPMJpmorgan Chase & Co0%—不变
23AMZNAmazon.com INC-0.1%+1.21%加仓
24IVWIshares S&p 500 Growth ETF-0.1%—不变
25DISWalt Disney Co/the-0.1%-3.35%减仓
26GEGeneral Electric-0.1%-3.49%减仓
27QQQInvesco Qqq Trust Series 1-0.1%-2.81%减仓
28PAYXPaychex INC-0.1%-1.18%减仓
29DHRDanaher CORP-0.1%-0.75%减仓
30FISVFiserv INC-0.1%+9.50%加仓
31ELVElevance Health INC-0.1%-6.70%减仓
32TFCTruist Financial CORP-0.1%-4.92%减仓
33QCOMQualcomm INC-0.1%+1.90%加仓
34WMTWalmart INC-0.1%-40.36%减仓
35IBMIntl Business Machines CORP-0.1%-27.07%减仓
36PLTRPalantir Technologies Inc-a-0.1%+0.35%加仓
37BRK-BBerkshire Hathaway Inc-cl B-0.1%-2.61%减仓
38AAPLApple INC-0.1%-0.91%减仓
39LOWLowe's Cos INC-0.1%-12.94%减仓
40TTTrane Technologies plc-0.2%-54.37%减仓
41LLYEli Lilly & Co-0.3%—不变
42BXBlackstone INC-0.3%+2.08%加仓
43MSFTMicrosoft CORP-0.5%-0.51%减仓
44ORCLOracle CORP-0.5%+0.31%加仓
45VUGVanguard Growth ETF-1.5%-1.13%减仓
46ABTAbbott Laboratories—EXIT清仓
47VVisa Inc-class A Shares—EXIT清仓
48IYWIshares Ustechnology ETF—EXIT清仓
49SHELShell Plc-adr—NEW新建仓
50ADPAutomatic Data Processing—EXIT清仓

FAQ

Taylor Financial Group, Inc. 是什么机构？属于哪种投资人类型？
Taylor Financial Group, 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.6亿，分布在 99 个已申报仓位之中。
Taylor Financial Group, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Taylor Financial Group, Inc. 按市值排列的前几大持股为： 1. Vanguard Growth ETF (VUG) — US$2649.3万 (16.1%) 2. Norfolk Southern CORP (NSC) — US$2299.4万 (13.9%) 3. Apple INC (AAPL) — US$486.1万 (3.0%) 4. Ishares S&p Small-cap 600 Gr (IJT) — US$484.4万 (2.9%) 5. Berkshire Hathaway Inc-cl B (BRK-B) — US$446.8万 (2.7%)
Taylor Financial Group, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Taylor Financial Group, Inc. 共进行了 39 项显著调整：新建仓 1 个仓位、加仓 18 个既有持股、减仓 16 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Abbott Laboratories (ABT); 清仓: Visa Inc-class A Shares (V); 清仓: Ishares Ustechnology ETF (IYW); 新建仓: Shell Plc-adr (SHEL); 清仓: Automatic Data Processing (ADP)
Taylor Financial Group, 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，Taylor Financial Group, Inc. 的主要板块分布如下： • Industrials: 38.8% • Information Technology: 17.9% • Financials: 11.8% • Consumer Discretionary: 9.7% • Health Care: 6.0% • Communication Services: 5.8%