TO
Tobam
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$3.8亿
申报季度: 2026-03-31 · 持股只数: 250
TOBAM在最新一期 13F 报告中披露了 250 项持股，申报期为 2026-03-31，总持股市值约为 US$3.8亿，季度换手率为 36.0%。
机构性格雪花图
- 集中度
- 4.86
- 持仓稳定性
- 35.99
- 动能／逆势
- 100
- 行业集中度
- 43.06
- 多样化
- 100
- 仓位均衡度
- 85.69
近期动向
减仓 LPLA
-61.0% -US$372.0万
加仓 TSLA
+417.7% US$327.1万
减仓 UNH
-35.7% -US$341.3万
加仓 MSTR
+95.4% US$250.7万
减仓 KLAC
-97.0% -US$258.0万
加仓 AWK
+597.0% US$239.1万
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 | NVDA | Nvidia CORP | 股票-科技 | 3.26% | — | +6.76% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.98% | — | +11.76% | |
| 3 | ED | Consolidated Edison INC | 股票-公用事业 | 2.13% | — | -11.17% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.02% | — | +3.87% | |
| 5 | T | At&t INC | 股票-通信服务 | 1.96% | — | -18.13% | |
| 6 | EXC | Exelon CORP | 股票-公用事业 | 1.95% | — | -4.07% | |
| 7 | VZ | Verizon Communications INC | 股票-通信服务 | 1.95% | — | -25.14% | |
| 8 | CBOE | Cboe Global Markets INC | 股票-金融 | 1.93% | — | -9.59% | |
| 9 | KR | Kroger Co | 股票-非周期性消费 | 1.92% | — | -8.35% | |
| 10 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 1.90% | — | -17.95% | |
| 11 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.87% | — | -13.33% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | — | +40.37% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.84% | +0.47% | +7.07% | |
| 14 | TMUS | T-mobile US INC | 股票-通信服务 | 1.79% | +0.44% | +20.71% | |
| 15 | MSTR | Strategy INC | 股票-科技 | 1.73% | +0.71% | +95.42% | |
| 16 | COR | Cencora INC | 股票-医疗保健 | 1.71% | -0.11% | -4.46% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.60% | — | +15.58% | |
| 18 | KDP | Keurig Dr Pepper INC | 股票-非周期性消费 | 1.57% | — | +17.83% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.53% | -0.49% | -20.12% | |
| 20 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.52% | -0.27% | -14.60% | |
| 21 | GIS | General Mills INC | 股票-非周期性消费 | 1.51% | +0.45% | +68.05% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.47% | -0.37% | -16.81% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.38% | — | +28.06% | |
| 24 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 1.38% | — | -9.56% | |
| 25 | GM | General Motors Co | 股票-周期性消费 | 1.36% | — | +17.37% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.32% | -0.26% | -9.57% | |
| 27 | CAH | Cardinal Health INC | 股票-医疗保健 | 1.23% | +0.59% | +76.08% | |
| 28 | AMT | American Tower CORP | 股票-房地产 | 1.13% | — | -6.35% | |
| 29 | TSLA | Tesla INC | 股票-周期性消费 | 1.11% | +0.87% | +417.67% | |
| 30 | FISV | Fiserv INC | 股票-其他 | 1.09% | — | +20.38% | |
| 31 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.09% | -0.19% | -25.01% | |
| 32 | DG | Dollar General CORP | 股票-非周期性消费 | 1.07% | -0.60% | -32.73% | |
| 33 | CNC | Centene CORP | 股票-医疗保健 | 1.05% | — | +18.49% | |
| 34 | DXCM | Dexcom INC | 股票-医疗保健 | 1.04% | — | -8.59% | |
| 35 | FSLR | First Solar INC | 股票-科技 | 1.02% | — | +46.82% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.99% | -0.25% | -33.04% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.99% | -0.78% | -35.66% | |
| 38 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.98% | — | -5.76% | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.97% | +0.31% | +34.70% | |
| 40 | INSM | Insmed INC | 股票-医疗保健 | 0.95% | — | +36.82% | |
| 41 | MCK | Mckesson CORP | 股票-医疗保健 | 0.93% | +0.54% | +115.15% | |
| 42 | CLX | Clorox Company | 股票-非周期性消费 | 0.90% | -0.43% | -37.39% | |
| 43 | EBAY | Ebay INC | 股票-周期性消费 | 0.81% | — | -3.70% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | -0.36% | -27.13% | |
| 45 | AWK | American Water Works Co INC | 股票-公用事业 | 0.72% | +0.63% | +596.99% | |
| 46 | TU | Telus CORP | 股票-其他 | 0.72% | — | +7.21% | |
| 47 | BCE | Bce INC | 股票-通信服务 | 0.71% | — | -0.42% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | — | — | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | — | +10.38% | |
| 50 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.67% | — | -0.14% |
1–50 of 250
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 |
|---|---|---|---|---|
| 2026-03-31 | 250 | US$3.8亿 | 36 | |
| 2025-12-31 | 255 | US$4.1亿 | 60 | |
| 2025-09-30 | 247 | US$2.8亿 | 75 | |
| 2025-06-30 | 253 | US$2.6亿 | 0 | |
| 2025-03-31 | 251 | US$2.3亿 | 100 | |
| 2024-12-31 | 319 | US$3.3亿 | 0 | |
| 2024-09-30 | 319 | US$5.5亿 | 0 | |
| 2024-06-30 | 326 | US$6.4亿 | 0 | |
| 2024-03-31 | 377 | US$11.2亿 | 0 | |
| 2023-12-31 | 374 | US$11.4亿 | 0 | |
| 2023-09-30 | 376 | US$12.5亿 | 0 | |
| 2023-06-30 | 359 | US$13.3亿 | 0 | |
| 2023-03-31 | 360 | US$15.2亿 | 0 | |
| 2022-12-31 | 406 | US$15.1亿 | 0 | |
| 2022-09-30 | 430 | US$14.3亿 | 0 | |
| 2022-06-30 | 429 | US$16.0亿 | 0 | |
| 2022-03-31 | 429 | US$19.9亿 | 0 | |
| 2021-12-31 | 435 | US$22.2亿 | 0 | |
| 2021-09-30 | 429 | US$23.6亿 | 0 | |
| 2021-06-30 | 433 | US$25.0亿 | 100 | |
| 2021-03-31 | 427 | US$23.5亿 | 33 | |
| 2020-12-31 | 429 | US$22.5亿 | 32 | |
| 2020-09-30 | 424 | US$20.0亿 | 49 | |
| 2020-06-30 | 143 | US$15.5亿 | 67 | |
| 2020-03-31 | 135 | US$12.6亿 | 39 | |
| 2019-12-31 | 116 | US$16.3亿 | 31 | |
| 2019-09-30 | 119 | US$15.5亿 | 29 | |
| 2019-06-30 | 123 | US$18.0亿 | 33 | |
| 2019-03-31 | 138 | US$19.8亿 | 46 | |
| 2018-12-31 | 155 | US$20.8亿 | 47 | |
| 2018-09-30 | 135 | US$23.4亿 | 30 | |
| 2018-06-30 | 141 | US$24.3亿 | 42 | |
| 2018-03-31 | 159 | US$24.3亿 | 47 | |
| 2017-12-31 | 162 | US$23.1亿 | 33 | |
| 2017-09-30 | 142 | US$26.5亿 | 30 | |
| 2017-06-30 | 137 | US$26.8亿 | 26 | |
| 2017-03-31 | 185 | US$25.9亿 | 23 | |
| 2016-12-31 | 185 | US$24.6亿 | 38 | |
| 2016-09-30 | 165 | US$27.8亿 | 32 | |
| 2016-06-30 | 163 | US$25.0亿 | 41 | |
| 2016-03-31 | 245 | US$25.4亿 | 50 | |
| 2015-12-31 | 226 | US$23.1亿 | 62 | |
| 2015-09-30 | 239 | US$25.6亿 | 44 | |
| 2015-06-30 | 250 | US$27.4亿 | 72 | |
| 2015-03-31 | 313 | US$32.8亿 | 53 | |
| 2014-12-31 | 319 | US$30.2亿 | 60 | |
| 2014-09-30 | 321 | US$35.4亿 | 63 | |
| 2014-06-30 | 302 | US$22.6亿 | 57 | |
| 2014-03-31 | 239 | US$20.1亿 | 51 | |
| 2013-12-31 | 258 | US$19.5亿 | 50 | |
| 2013-09-30 | 251 | US$17.9亿 | 63 | |
| 2013-06-30 | 200 | US$15.2亿 | — |
本季持股变动
Tobam 在 2026-03-31 最显著的持仓异动： 新建仓: Echostar Corp-a (ECHO); 新建仓: Godaddy INC - Class A (GDDY); 新建仓: Lumentum Holdings INC (LITE); 清仓: Jm Smucker Co/the (SJM); 新建仓: Curtiss-wright CORP (CW).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +0.9% | +417.67% | 加仓 |
| 2 | MSTR | Strategy INC | +0.7% | +95.42% | 加仓 |
| 3 | AWK | American Water Works Co INC | +0.6% | +596.99% | 加仓 |
| 4 | CAH | Cardinal Health INC | +0.6% | +76.08% | 加仓 |
| 5 | MCK | Mckesson CORP | +0.5% | +115.15% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.5% | +7.07% | 加仓 |
| 7 | GIS | General Mills INC | +0.5% | +68.05% | 加仓 |
| 8 | TMUS | T-mobile US INC | +0.4% | +20.71% | 加仓 |
| 9 | NFLX | Netflix INC | +0.3% | +34.70% | 加仓 |
| 10 | PH | Parker Hannifin CORP | +0.2% | +158.57% | 加仓 |
| 11 | ALL | Allstate CORP | +0.2% | +9008.89% | 加仓 |
| 12 | COR | Cencora INC | -0.1% | -4.46% | 减仓 |
| 13 | MDLZ | Mondelez International Inc-a | -0.2% | -25.01% | 减仓 |
| 14 | SNPS | Synopsys INC | -0.2% | -65.92% | 减仓 |
| 15 | LULU | Lululemon Athletica INC | -0.2% | -71.78% | 减仓 |
| 16 | BMY | Bristol-myers Squibb Co | -0.3% | -33.04% | 减仓 |
| 17 | META | Meta Platforms Inc-class A | -0.3% | -9.57% | 减仓 |
| 18 | MRNA | Moderna INC | -0.3% | -88.89% | 减仓 |
| 19 | EW | Edwards Lifesciences CORP | -0.3% | -14.60% | 减仓 |
| 20 | WDC | Western Digital CORP | -0.3% | -94.55% | 减仓 |
| 21 | AXON | Axon Enterprise INC | -0.3% | -21.72% | 减仓 |
| 22 | AMAT | Applied Materials INC | -0.3% | -95.83% | 减仓 |
| 23 | DECK | Deckers Outdoor CORP | -0.3% | -63.56% | 减仓 |
| 24 | CSCO | Cisco Systems INC | -0.3% | -95.05% | 减仓 |
| 25 | V | Visa Inc-class A Shares | -0.4% | -27.13% | 减仓 |
| 26 | AMZN | Amazon.com INC | -0.4% | -16.81% | 减仓 |
| 27 | PEP | Pepsico INC | -0.4% | -85.50% | 减仓 |
| 28 | DHI | Dr Horton INC | -0.4% | -97.60% | 减仓 |
| 29 | ELV | Elevance Health INC | -0.4% | -51.09% | 减仓 |
| 30 | CLX | Clorox Company | -0.4% | -37.39% | 减仓 |
| 31 | JHX | James Hardie Industries plc | -0.4% | -54.81% | 减仓 |
| 32 | ANET | Arista Networks INC | -0.5% | -60.49% | 减仓 |
| 33 | AVGO | Broadcom INC | -0.5% | -20.12% | 减仓 |
| 34 | NEM | Newmont CORP | -0.5% | -76.54% | 减仓 |
| 35 | DLTR | Dollar Tree INC | -0.6% | -86.09% | 减仓 |
| 36 | DG | Dollar General CORP | -0.6% | -32.73% | 减仓 |
| 37 | AMD | Advanced Micro Devices | -0.6% | -86.52% | 减仓 |
| 38 | KLAC | Kla CORP | -0.6% | -96.96% | 减仓 |
| 39 | UNH | Unitedhealth Group INC | -0.8% | -35.66% | 减仓 |
| 40 | LPLA | Lpl Financial Holdings INC | -0.9% | -61.03% | 减仓 |
| 41 | ECHO | Echostar Corp-a | — | NEW | 新建仓 |
| 42 | GDDY | Godaddy INC - Class A | — | NEW | 新建仓 |
| 43 | LITE | Lumentum Holdings INC | — | NEW | 新建仓 |
| 44 | SJM | Jm Smucker Co/the | — | EXIT | 清仓 |
| 45 | CW | Curtiss-wright CORP | — | NEW | 新建仓 |
| 46 | NTNX | Nutanix INC - A | — | EXIT | 清仓 |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | 新建仓 |
| 48 | FANG | Diamondback Energy INC | — | EXIT | 清仓 |
| 49 | IT | Gartner INC | — | NEW | 新建仓 |
| 50 | BF-B | Brown-forman Corp-class B | — | NEW | 新建仓 |
FAQ
Tobam 是什么机构？属于哪种投资人类型？
Tobam 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$3.8亿，分布在 250 个已申报仓位之中。
Tobam 目前前几大持股有哪些？
根据最新 13F 申报，Tobam 按市值排列的前几大持股为：
1. Nvidia CORP (NVDA) — US$1253.3万 (3.3%)
2. Alphabet Inc-cl A (GOOGL) — US$1145.2万 (3.0%)
3. Consolidated Edison INC (ED) — US$819.2万 (2.1%)
4. Apple INC (AAPL) — US$776.2万 (2.0%)
5. At&t INC (T) — US$751.5万 (2.0%)
Tobam 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Tobam 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 11 个既有持股、减仓 29 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Echostar Corp-a (ECHO); 新建仓: Godaddy INC - Class A (GDDY); 新建仓: Lumentum Holdings INC (LITE); 清仓: Jm Smucker Co/the (SJM); 新建仓: Curtiss-wright CORP (CW)
Tobam 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，Tobam 的主要板块分布如下：
• Health Care: 20.2%
• Information Technology: 20.2%
• Consumer Staples: 15.5%
• Communication Services: 13.3%
• Financials: 9.4%
• Consumer Discretionary: 7.2%
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