CIK: 0001722436
申报总市值
US$2.6亿
申报季度: 2026-03-31 · 持股只数: 197
Sawyer & Company, Inc在最新一期 13F 报告中披露了 197 项持股，申报期为 2026-03-31，总持股市值约为 US$2.6亿，季度换手率为 16.4%。
Sawyer & Company, Inc 目前披露的持仓，Herfindahl 集中度指数为 0.023——换算下来相当于约 43 个等权重仓位，明显低于其实际披露的 197 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 1.89），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 66%；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 AVGO
+9387.5% US$255.4万
减仓 MSFT
+0.1% -US$318.3万
减仓 ORCL
-0.1% -US$294.5万
加仓 XOM
-9.1% US$130.9万
加仓 MU
+0.3% US$95.4万
减仓 FICO
-2.5% -US$171.2万
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.81% | -0.34% | -5.58% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.19% | +0.03% | -0.84% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.08% | +0.08% | -0.28% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.12% | -0.35% | -0.91% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | -0.80% | +0.11% | |
| 6 | TJX | Tjx Companies INC | 股票-周期性消费 | 3.51% | — | -3.73% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 3.47% | -0.76% | -0.11% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.36% | -0.16% | -0.28% | |
| 9 | MU | Micron Technology INC | 股票-科技 | 2.33% | +0.53% | +0.27% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.30% | +0.65% | -9.14% | |
| 11 | AMGN | Amgen INC | 股票-医疗保健 | 2.14% | +0.27% | -1.90% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.00% | -0.12% | -0.06% | |
| 13 | ANETEUR | Arista Networks INC | 股票-其他 | 1.99% | +0.02% | -1.06% | |
| 14 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.90% | — | -2.34% | |
| 15 | HON | Honeywell International INC | 股票-工业 | 1.74% | +0.34% | -1.53% | |
| 16 | ETN | Eaton Corporation plc | 股票-工业 | 1.71% | +0.31% | -0.08% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.03% | -1.30% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.62% | +0.31% | -3.89% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.57% | -0.26% | -0.59% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.44% | -0.16% | -1.92% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.42% | — | -2.04% | |
| 22 | PAYX | Paychex INC | 股票-科技 | 1.42% | -0.18% | -0.97% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.03% | -0.07% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 1.38% | -0.06% | +1.13% | |
| 25 | CRM | Salesforce INC | 股票-科技 | 1.38% | -0.43% | -0.51% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.35% | +0.03% | -1.96% | |
| 27 | COP | Conocophillips | 股票-能源 | 1.25% | +0.38% | -6.12% | |
| 28 | SYY | Sysco CORP | 股票-非周期性消费 | 1.21% | -0.01% | -5.83% | |
| 29 | ACN | Accenture plc | 股票-科技 | 1.15% | -0.30% | -0.83% | |
| 30 | AXP | American Express Co | 股票-金融 | 1.14% | -0.16% | -1.52% | |
| 31 | ITW | Illinois Tool Works | 股票-工业 | 1.10% | +0.15% | +0.41% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 1.08% | -0.32% | -0.45% | |
| 33 | ECL | Ecolab INC | 股票-原材料 | 1.07% | — | -2.45% | |
| 34 | CTAS | Cintas CORP | 股票-工业 | 1.06% | -0.03% | -0.60% | |
| 35 | FICO | Fair Isaac CORP | 股票-科技 | 1.06% | -0.52% | -2.51% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 1.03% | +0.31% | -2.06% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 1.00% | +0.99% | +9387.50% | |
| 38 | ALL | Allstate CORP | 股票-金融 | 0.99% | — | +0.06% | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.96% | — | -1.45% | |
| 40 | COR | Cencora INC | 股票-医疗保健 | 0.94% | +0.01% | — | |
| 41 | CDW | Cdw Corp/de | 股票-科技 | 0.92% | -0.09% | -5.93% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.91% | -0.02% | -5.54% | |
| 43 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.77% | -0.14% | -5.98% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.76% | — | -5.43% | |
| 45 | MDT | Medtronic plc | 股票-医疗保健 | 0.74% | -0.02% | -0.84% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.72% | — | -5.85% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.69% | -0.15% | +0.73% | |
| 48 | AFL | Aflac INC | 股票-金融 | 0.67% | — | -5.48% | |
| 49 | PSA | Public Storage | 股票-房地产 | 0.66% | — | -2.94% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.64% | -0.22% | -5.28% |
Q3 2026表现
+4.7%
近4个季度表现
+15.2%
基于可获取价格的持仓（占申报价值的73%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 197 | US$2.6亿 | 16 | |
| 2025-12-31 | 206 | US$2.8亿 | 21 | |
| 2025-09-30 | 187 | US$2.6亿 | 12 | |
| 2025-06-30 | 187 | US$2.6亿 | 0 | |
| 2025-03-31 | 175 | US$2.5亿 | 100 | |
| 2024-12-31 | 174 | US$2.7亿 | 0 | |
| 2024-09-30 | 197 | US$2.7亿 | 0 | |
| 2024-06-30 | 179 | US$2.5亿 | 0 | |
| 2024-03-31 | 172 | US$2.5亿 | 0 | |
| 2023-12-31 | 183 | US$2.3亿 | 0 | |
| 2023-09-30 | 194 | US$2.1亿 | 0 | |
| 2023-06-30 | 170 | US$2.2亿 | 0 | |
| 2023-03-31 | 177 | US$1.9亿 | 0 | |
| 2022-12-31 | 186 | US$2.0亿 | 0 | |
| 2022-09-30 | 172 | US$1.8亿 | 0 | |
| 2022-06-30 | 174 | US$2.0亿 | 0 | |
| 2022-03-31 | 175 | US$2.2亿 | 0 | |
| 2021-12-31 | 179 | US$2.3亿 | 0 | |
| 2021-09-30 | 187 | US$2.1亿 | 0 | |
| 2021-06-30 | 173 | US$2.1亿 | 97 | |
| 2021-03-31 | 170 | US$2.0亿 | 14 | |
| 2020-12-31 | 157 | US$2.0亿 | 19 | |
| 2020-09-30 | 169 | US$1.7亿 | 14 | |
| 2020-06-30 | 170 | US$1.6亿 | 29 | |
| 2020-03-31 | 169 | US$1.3亿 | 30 | |
| 2019-12-31 | 177 | US$1.6亿 | 16 | |
| 2019-09-30 | 175 | US$1.4亿 | 17 | |
| 2019-06-30 | 177 | US$1.5亿 | 11 | |
| 2019-03-31 | 173 | US$1.5亿 | 17 | |
| 2018-12-31 | 184 | US$1.4亿 | 25 | |
| 2018-09-30 | 195 | US$1.6亿 | 16 | |
| 2018-06-30 | 198 | US$1.5亿 | 11 | |
| 2018-03-31 | 199 | US$1.5亿 | 8 | |
| 2017-12-31 | 188 | US$1.5亿 | 0 |
Sawyer & Company, Inc 在 2026-03-31 最显著的持仓异动： 清仓: 3m Co (MMM); 清仓: Dow INC (DOW); 加仓: Broadcom INC (AVGO) — 股数 +9387.50%; 加仓: Microsoft CORP (MSFT) — 股数 +0.11%; 减仓: Oracle CORP (ORCL) — 股数 -0.11%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +1% | +9387.50% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.7% | -9.14% | 减仓 |
| 3 | MU | Micron Technology INC | +0.5% | +0.27% | 加仓 |
| 4 | COP | Conocophillips | +0.4% | -6.12% | 减仓 |
| 5 | HON | Honeywell International INC | +0.3% | -1.53% | 减仓 |
| 6 | CVX | Chevron CORP | +0.3% | -2.06% | 减仓 |
| 7 | JNJ | Johnson & Johnson | +0.3% | -3.89% | 减仓 |
| 8 | ETN | Eaton Corporation plc | +0.3% | -0.08% | 减仓 |
| 9 | AMGN | Amgen INC | +0.3% | -1.90% | 减仓 |
| 10 | ITW | Illinois Tool Works | +0.2% | +0.41% | 加仓 |
| 11 | FDX | Fedex CORP | +0.1% | -5.21% | 减仓 |
| 12 | WM | Waste Management INC | +0.1% | +27.67% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.1% | -0.28% | 减仓 |
| 14 | AAPL | Apple INC | 0% | -0.84% | 减仓 |
| 15 | VOO | Vanguard S&p 500 ETF | 0% | -1.96% | 减仓 |
| 16 | ANETEUR | Arista Networks INC | 0% | -1.06% | 减仓 |
| 17 | COR | Cencora INC | 0% | — | 不变 |
| 18 | SYY | Sysco CORP | 0% | -5.83% | 减仓 |
| 19 | ABBV | Abbvie INC | 0% | -5.54% | 减仓 |
| 20 | MDT | Medtronic plc | 0% | -0.84% | 减仓 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -1.30% | 减仓 |
| 22 | AMZN | Amazon.com INC | 0% | -0.07% | 减仓 |
| 23 | CTAS | Cintas CORP | 0% | -0.60% | 减仓 |
| 24 | GPC | Genuine Parts Co | 0% | -0.34% | 减仓 |
| 25 | WFC | Wells Fargo & Co | -0.1% | -1.50% | 减仓 |
| 26 | MA | Mastercard INC - A | -0.1% | +1.13% | 加仓 |
| 27 | ABT | Abbott Laboratories | -0.1% | -0.67% | 减仓 |
| 28 | CDW | Cdw Corp/de | -0.1% | -5.93% | 减仓 |
| 29 | G | Genpact Limited | -0.1% | -3.85% | 减仓 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | -0.06% | 减仓 |
| 31 | CCI | Crown Castle INC | -0.1% | -25.19% | 减仓 |
| 32 | NKE | Nike INC -cl B | -0.1% | -5.98% | 减仓 |
| 33 | QCOM | Qualcomm INC | -0.2% | +0.73% | 加仓 |
| 34 | V | Visa Inc-class A Shares | -0.2% | -0.28% | 减仓 |
| 35 | DIS | Walt Disney Co/the | -0.2% | -1.92% | 减仓 |
| 36 | AXP | American Express Co | -0.2% | -1.52% | 减仓 |
| 37 | PAYX | Paychex INC | -0.2% | -0.97% | 减仓 |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -5.28% | 减仓 |
| 39 | GOOG | Alphabet Inc-cl C | -0.2% | -28.56% | 减仓 |
| 40 | ADP | Automatic Data Processing | -0.3% | -0.59% | 减仓 |
| 41 | ACN | Accenture plc | -0.3% | -0.83% | 减仓 |
| 42 | HD | Home Depot INC | -0.3% | -0.45% | 减仓 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.3% | -5.58% | 减仓 |
| 44 | LLY | Eli Lilly & Co | -0.4% | -0.91% | 减仓 |
| 45 | CRM | Salesforce INC | -0.4% | -0.51% | 减仓 |
| 46 | FICO | Fair Isaac CORP | -0.5% | -2.51% | 减仓 |
| 47 | ORCL | Oracle CORP | -0.8% | -0.11% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.8% | +0.11% | 加仓 |
| 49 | MMM | 3m Co | — | EXIT | 清仓 |
| 50 | DOW | Dow INC | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-02 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-09 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-10 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-31 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-16 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-17 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-10-25 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-07-13 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-04-19 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-01-11 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-10-25 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-07-20 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-04-26 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-01-14 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-11-03 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-07-29 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-01-26 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-10-20 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-07-31 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-05-06 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-01-13 | 13F-HR | 在 EDGAR 上查看 |
| 2019-09-30 | 2019-10-17 | 13F-HR | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-07-23 | 13F-HR | 在 EDGAR 上查看 |
| 2019-03-31 | 2019-05-06 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-01-25 | 13F-HR | 在 EDGAR 上查看 |
| 2018-09-30 | 2018-10-22 | 13F-HR | 在 EDGAR 上查看 |
| 2018-06-30 | 2018-07-18 | 13F-HR | 在 EDGAR 上查看 |
| 2018-03-31 | 2018-04-17 | 13F-HR | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-01-11 | 13F-HR | 在 EDGAR 上查看 |
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