CIK: 0001802297
申报总市值
US$1.1亿
申报季度: 2020-09-30 · 持股只数: 79
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC在最新一期 13F 报告中披露了 79 项持股，申报期为 2020-09-30，总持股市值约为 US$1.1亿，季度换手率为 23.2%。
Renaissance Investment Consultants Holding Company, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.034——换算下来相当于约 29 个等权重仓位，明显低于其实际披露的 79 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 1.31），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。
目前行业板块分类约覆盖此投资组合披露价值的 16%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 PBW
+48.2% US$176.3万
加仓 ARKW
+59.6% US$127.5万
加仓 ARKG
+59.4% US$108.1万
加仓 AAPL
+312.6% US$115.3万
减仓 XLP
+1.5% US$21.0万
减仓 QYLD
-14.8% -US$20.1万
| # | 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 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 8.58% | +0.22% | +3.89% | |
| 2 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 7.71% | -0.33% | +2.82% | |
| 3 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 4.66% | -0.02% | +2.65% | |
| 4 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 4.62% | +0.31% | +7.54% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.48% | +0.50% | +312.60% | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 4.40% | +0.30% | +11.64% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 4.12% | -0.47% | +1.55% | |
| 8 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 3.39% | +0.05% | +13.32% | |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 3.33% | -0.05% | +4.87% | |
| 10 | PPA | Invesco Aerospace & Defense | ETF-其他 | 3.19% | -0.17% | +5.80% | |
| 11 | PBW | Invesco Wilderhill Clean Ene | ETF-其他 | 2.94% | +1.43% | +48.20% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.93% | -0.33% | -3.63% | |
| 13 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.82% | -0.14% | +11.71% | |
| 14 | ARKW | Ark Next Generation Internet | ETF-其他 | 2.33% | +1.00% | +59.57% | |
| 15 | IGPT | Invesco Ai And Next Gen Soft | ETF-其他 | 2.30% | -0.02% | +1.08% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.02% | +0.10% | +6.99% | |
| 17 | ✓ | Reality Shs ETF Tr | ETF-其他 | 2.01% | +0.33% | +27.22% | |
| 18 | EOS | Eaton Vance Enh Eqt INC Ii | 股票-其他 | 1.96% | +0.02% | +8.74% | |
| 19 | ARKG | Ark Genomic Revolution ETF | ETF-其他 | 1.88% | +0.86% | +59.43% | |
| 20 | ✓ | Reality Shs ETF Tr | ETF-其他 | 1.82% | +0.03% | +12.89% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.56% | -0.38% | -8.85% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | — | +6.07% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.49% | -0.04% | +7.53% | |
| 24 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.47% | -0.47% | -14.76% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 1.26% | — | +1.46% | |
| 26 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 1.08% | -0.03% | +0.09% | |
| 27 | ETJ | Eaton Vance Rsk-mgd Divers | 股票-其他 | 0.86% | +0.39% | +109.42% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.83% | -0.01% | +3.89% | |
| 29 | XBMEX | Blackrock Health Sciences | 股票-其他 | 0.75% | — | -4.26% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | — | -3.80% | |
| 31 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 股票-其他 | 0.68% | — | +5.78% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | +0.06% | — | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.65% | +0.15% | +40.90% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | — | +0.10% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | — | — | |
| 36 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 0.52% | — | -4.73% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | +1.14% | |
| 39 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.50% | — | +7.93% | |
| 40 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.49% | +0.06% | +0.15% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | +0.03% | +14.45% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | — | — | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.42% | +0.04% | +11.70% | |
| 44 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.41% | — | — | |
| 45 | ARKK | Ark Innovation ETF | ETF-其他 | 0.40% | +0.09% | +19.13% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | — | +18.42% | |
| 47 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.39% | — | -3.96% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | +0.11% | +47.97% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.37% | — | +16.59% | |
| 50 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.36% | — | +0.52% |
可定价持仓数据尚不足以计算表现
Renaissance Investment Consultants Holding Company, LLC 在 2020-09-30 最显著的持仓异动： 清仓: Overlay Shares Foreign Equit (OVF); 清仓: Invesco S&p International De (IDLV); 新建仓: Innovator Growth 100 Power B (NJUL); 清仓: Pfizer INC (PFE); 清仓: Intel CORP (INTC).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2020-09-30 | 2020-11-06 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-07-30 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-04-17 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-02-10 | 13F-HR | 在 EDGAR 上查看 |
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