LA
LOM Asset Management Ltd 投资组合 — 13F 数据
LOM Asset Management LtdCIK: 0002077907
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$3.5亿
申报季度: 2026-03-31 · 持股只数: 278
LOM Asset Management Ltd在最新一期 13F 报告中披露了 278 项持股，申报期为 2026-03-31，总持股市值约为 US$3.5亿，季度换手率为 14.5%。
机构性格雪花图
- 集中度
- 5.16
- 持仓稳定性
- 14.48
- 动能／逆势
- 100
- 行业集中度
- 44.44
- 多样化
- 100
- 仓位均衡度
- 83.92
LOM Asset Management Ltd 目前披露的持仓，Herfindahl 集中度指数为 0.013——换算下来相当于约 77 个等权重仓位，明显低于其实际披露的 278 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.61），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
近期动向
减仓 MSFT
+0.9% -US$253.9万
减仓 AVGO
-4.9% -US$238.6万
加仓 NFLX
+326.4% US$243.5万
减仓 GOOG
-2.8% -US$169.7万
加仓 AMAT
-3.2% US$181.1万
减仓 BKNG
+1.1% -US$124.9万
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
仅显示前 200 大持股（共 278 只）
| # | 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 | AVGO | Broadcom INC | 股票-科技 | 3.91% | -0.72% | -4.86% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.89% | -0.52% | -2.81% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.95% | -0.24% | -0.26% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | -0.75% | +0.93% | |
| 5 | AMAT | Applied Materials INC | 股票-科技 | 2.33% | +0.51% | -3.18% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.23% | -0.14% | -0.49% | |
| 7 | ADI | Analog Devices INC | 股票-科技 | 2.10% | +0.29% | -0.36% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.08% | +0.16% | +6.21% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.05% | -0.17% | +3.13% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.20% | -0.23% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.55% | -0.11% | +0.46% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.42% | -0.25% | -1.20% | |
| 13 | BKNG | Booking Holdings INC | 股票-周期性消费 | 1.39% | -0.38% | +1.14% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.39% | -0.23% | -0.86% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.39% | -0.10% | -1.27% | |
| 16 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.39% | — | -1.29% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.35% | +0.35% | +0.30% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.29% | -0.10% | -1.86% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.26% | -0.22% | -0.94% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.24% | — | +1.24% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 1.17% | +0.29% | -1.51% | |
| 22 | HON | Honeywell International INC | 股票-工业 | 1.14% | +0.16% | +1.24% | |
| 23 | CAT | Caterpillar INC | 股票-工业 | 1.12% | +0.22% | +1.71% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 1.12% | — | -0.29% | |
| 25 | MU | Micron Technology INC | 股票-科技 | 1.12% | +0.11% | -6.27% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.11% | — | -0.64% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.08% | — | +2.75% | |
| 28 | COR | Cencora INC | 股票-医疗保健 | 1.06% | — | +3.01% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.02% | — | -0.50% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 1.02% | — | +2.83% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | — | +2.64% | |
| 32 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.96% | +0.13% | +0.35% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.94% | — | +7.13% | |
| 34 | NFLX | Netflix INC | 股票-通信服务 | 0.91% | +0.70% | +326.44% | |
| 35 | ETR | Entergy CORP | 股票-公用事业 | 0.85% | +0.15% | +0.82% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.84% | — | +10.25% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.83% | — | +1.31% | |
| 38 | SSRM | Ssr Mining INC | 股票-原材料 | 0.81% | +0.21% | — | |
| 39 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.80% | +0.09% | +10.03% | |
| 40 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.80% | — | — | |
| 41 | LRCX | Lam Research CORP | 股票-科技 | 0.79% | +0.20% | +6.73% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.76% | +0.11% | +1.30% | |
| 43 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.75% | — | -2.03% | |
| 44 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.74% | — | -1.31% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | +0.23% | +3.32% | |
| 46 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.74% | +0.24% | -1.67% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.73% | — | +0.76% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | — | +2.39% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.72% | — | -7.14% | |
| 50 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.70% | — | +0.21% |
1–50 of 200
投资组合表现
Q3 2026表现
+3.7%
近4个季度表现
+26%
基于可获取价格的持仓（占申报价值的74%）计算
- 标准差
- +15.5%
- 贝塔系数
- +1.04
- 阿尔法
- +8%
- 最大回撤
- -5.4%
- 年化表现
- +28.7%
- 对标普胜率
- +63.6%
- 索提诺比率
- +4.25
- 斯图泽指数
- +0.54
- 特雷诺比率
- +0.25
- 斯特林比率
- —
- 卡玛比率
- +5.33
- 信息比率
- +1.57
- 跟踪误差
- +5.6%
- 下行标准差
- +6.2%
- 正收益月份占比
- +72.7%
- 负收益月份占比
- +27.3%
- 最佳12个月
- —
- 最差12个月
- —
- 效率比率
- +0.64
- 夏普比率
- +1.71
- 行业分散度
- +7.2%
- 偏度
- +0.41
- 峰度
- +0.37
- 上行潜力
- +5.66
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
本季持股变动
LOM Asset Management Ltd 在 2026-03-31 最显著的持仓异动： 新建仓: Boston Scientific CORP (BSX); 清仓: Paypal Holdings INC (PYPL); 加仓: Microsoft CORP (MSFT) — 股数 +0.93%; 减仓: Broadcom INC (AVGO) — 股数 -4.86%; 加仓: Netflix INC (NFLX) — 股数 +326.44%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +0.7% | +326.44% | 加仓 |
| 2 | AMAT | Applied Materials INC | +0.5% | -3.18% | 减仓 |
| 3 | CVX | Chevron CORP | +0.4% | +0.30% | 加仓 |
| 4 | XLE | Ss Energy Select Sector | +0.3% | -1.51% | 减仓 |
| 5 | ADI | Analog Devices INC | +0.3% | -0.36% | 减仓 |
| 6 | MPC | Marathon Petroleum CORP | +0.2% | -1.67% | 减仓 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +3.32% | 加仓 |
| 8 | NEM | Newmont CORP | +0.2% | +218.75% | 加仓 |
| 9 | CAT | Caterpillar INC | +0.2% | +1.71% | 加仓 |
| 10 | SSRM | Ssr Mining INC | +0.2% | — | 不变 |
| 11 | LRCX | Lam Research CORP | +0.2% | +6.73% | 加仓 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.2% | +6.21% | 加仓 |
| 13 | HON | Honeywell International INC | +0.2% | +1.24% | 加仓 |
| 14 | SVM | Silvercorp Metals INC | +0.2% | — | 不变 |
| 15 | ASML | ASML Holding N.V. | +0.2% | +7.28% | 加仓 |
| 16 | ETR | Entergy CORP | +0.2% | +0.82% | 加仓 |
| 17 | IXC | Ishares Global Energy ETF | +0.2% | +629.37% | 加仓 |
| 18 | FCX | Freeport-mcmoran INC | +0.1% | +0.35% | 加仓 |
| 19 | NEE | Nextera Energy INC | +0.1% | +1.30% | 加仓 |
| 20 | DBC | Invesco Db Commodity Index T | +0.1% | — | 不变 |
| 21 | MU | Micron Technology INC | +0.1% | -6.27% | 减仓 |
| 22 | RPV | Invesco S&p 500 Pure Value E | +0.1% | +10.03% | 加仓 |
| 23 | LHX | L3harris Technologies INC | +0.1% | +2.68% | 加仓 |
| 24 | JNJ | Johnson & Johnson | +0.1% | -2.44% | 减仓 |
| 25 | FISV | Fiserv INC | -0.1% | -55.33% | 减仓 |
| 26 | MELI | Mercadolibre INC | -0.1% | -19.23% | 减仓 |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.86% | 减仓 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.27% | 减仓 |
| 29 | UNH | Unitedhealth Group INC | -0.1% | -4.41% | 减仓 |
| 30 | AAPL | Apple INC | -0.1% | +0.46% | 加仓 |
| 31 | WFC | Wells Fargo & Co | -0.1% | +1.29% | 加仓 |
| 32 | TMO | Thermo Fisher Scientific INC | -0.1% | -0.32% | 减仓 |
| 33 | CRM | Salesforce INC | -0.1% | -17.02% | 减仓 |
| 34 | QCOM | Qualcomm INC | -0.1% | -2.54% | 减仓 |
| 35 | IQV | Iqvia Holdings INC | -0.1% | -2.64% | 减仓 |
| 36 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.49% | 减仓 |
| 37 | AMZN | Amazon.com INC | -0.2% | +3.13% | 加仓 |
| 38 | JPM | Jpmorgan Chase & Co | -0.2% | -0.23% | 减仓 |
| 39 | ADBE | Adobe INC | -0.2% | -36.63% | 减仓 |
| 40 | V | Visa Inc-class A Shares | -0.2% | -0.94% | 减仓 |
| 41 | MA | Mastercard INC - A | -0.2% | -0.86% | 减仓 |
| 42 | NVDA | Nvidia CORP | -0.2% | -0.26% | 减仓 |
| 43 | DIS | Walt Disney Co/the | -0.3% | -77.88% | 减仓 |
| 44 | META | Meta Platforms Inc-class A | -0.3% | -1.20% | 减仓 |
| 45 | BKNG | Booking Holdings INC | -0.4% | +1.14% | 加仓 |
| 46 | GOOG | Alphabet Inc-cl C | -0.5% | -2.81% | 减仓 |
| 47 | AVGO | Broadcom INC | -0.7% | -4.86% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.8% | +0.93% | 加仓 |
| 49 | BSX | Boston Scientific CORP | — | NEW | 新建仓 |
| 50 | PYPL | Paypal Holdings INC | — | EXIT | 清仓 |
申报历史
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-11-19 | 修正案 | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-07 | 13F-HR | 在 EDGAR 上查看 |
FAQ
LOM Asset Management Ltd 是什么机构？属于哪种投资人类型？
LOM Asset Management Ltd 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$3.5亿，分布在 278 个已申报仓位之中。
LOM Asset Management Ltd 目前前几大持股有哪些？
根据最新 13F 申报，LOM Asset Management Ltd 按市值排列的前几大持股为：
1. Broadcom INC (AVGO) — US$1360.6万 (3.9%)
2. Alphabet Inc-cl C (GOOG) — US$1351.5万 (3.9%)
3. Nvidia CORP (NVDA) — US$1025.9万 (3.0%)
4. Microsoft CORP (MSFT) — US$862.4万 (2.5%)
5. Applied Materials INC (AMAT) — US$810.4万 (2.3%)
LOM Asset Management Ltd 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，LOM Asset Management Ltd 共进行了 47 项显著调整：新建仓 1 个仓位、加仓 20 个既有持股、减仓 25 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Boston Scientific CORP (BSX); 清仓: Paypal Holdings INC (PYPL); 加仓: Microsoft CORP (MSFT) — 股数 +0.93%; 减仓: Broadcom INC (AVGO) — 股数 -4.86%; 加仓: Netflix INC (NFLX) — 股数 +326.44%
LOM Asset Management Ltd 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，LOM Asset Management Ltd 的主要板块分布如下：
• Information Technology: 28.2%
• Financials: 15.3%
• Consumer Discretionary: 10.8%
• Communication Services: 9.7%
• Health Care: 8.8%
• Industrials: 8.5%
同行推荐
资产规模相近的机构
AW
Argos Wealth Advisors, LLC
CIK 0001809154
申报总市值
US$3.5亿
202 stks
2026-03-31
集中度29.9
持仓稳定性20.9
行业集中度100.0
资产规模与本机构相差仅 0.0%
查看详情
GC
Gill Capital Partners, LLC
CIK 0000729563
申报总市值
US$3.5亿
701 stks
2026-03-31
集中度9.5
持仓稳定性16.3
行业集中度55.8
资产规模与本机构相差仅 0.1%
查看详情
WH
William Harris Investors INC
CIK 0000928204
申报总市值
US$3.5亿
129 stks
2016-12-31
数据过旧，未更新
集中度14.0
持仓稳定性72.1
行业集中度100.0
资产规模与本机构相差仅 0.1%
查看详情
风格推荐
持仓风格相似的机构
TG
Tcw Group INC
CIK 0000850401
申报总市值
US$132.9亿
883 stks
2026-03-31
集中度7.4
持仓稳定性30.3
行业集中度57.5
前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP
查看详情
Winslow Capital Management, LLC
CIK 0000900973
申报总市值
US$256.5亿
149 stks
2026-03-31
集中度18.5
持仓稳定性48.5
行业集中度89.5
前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP
查看详情
HP
Hm Payson & Co
CIK 0000928052
申报总市值
US$69.3亿
1,600 stks
2026-03-31
集中度8.7
持仓稳定性20.2
行业集中度60.2
前五大持仓重叠 4/5 档，同样重仓 Microsoft CORP
查看详情