CIK: 0001678434
申報總市值
US$517.6億
申報季度: 2016-09-30 · 持股檔數: 10960
Emerald Acquisition Ltd.在最新一期 13F 報告中揭露了 10960 項持股，申報期為 2016-09-30，總持股市值約為 US$517.6億，季度換手率為 25.3%。
Emerald Acquisition Ltd. 目前揭露的持股，Herfindahl 集中度指數為 0.003——換算下來相當於約 339 個等權重部位，明顯低於其實際揭露的 10960 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位，而非廣泛分散。
整體部位大小差異頗大（變異係數為 2.79），除了少數重倉部位外，還有許多規模較小的持股。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
目前產業板塊分類約涵蓋此投資組合揭露價值的 36%；其餘部分（例如未對應板塊的標的、選擇權或其他證券類型）尚未納入板塊分類範圍。
加碼 BABA
+25.4% US$1.1億
加碼 INTC
+8.5% US$7341.6萬
減碼 WFC
-21.1% -US$1.6億
加碼 GOOG
-2.0% US$4858.2萬
加碼 AMZN
-6.8% US$4323.9萬
加碼 KMI
+32.6% US$6790.2萬
本季 Emerald 表面冷靜、實則暗渡陳倉：一面砍掉富國、輝瑞、艾克森美孚等舊經濟權重股，一面加倍吃進阿里巴巴。這不是雜亂的敲敲打打，而是有計劃地在替換核心持股——棄守美國成熟型龍頭，轉身卡位中國內需與科技消費的下一波行情。
這局棋的勝負手在「中國軟著陸後的人氣回歸」。2016 年第三季，全球資金對新興市場胃口轉佳，阿里巴巴大舉加倉就是在押注中國網路消費的剛性動能，以及資金從低增長的金融、能源向高 Beta 標的遷徙。Fed 按兵不動、油價在低檔掙扎，更讓這些傳統板塊成為「被錢拋棄的舊船票」。
致命罩門是籌碼結構的「假多樣化」——近三千檔持股看似分散，實則本季的加減碼方向高度一致（減舊經濟、加新經濟）。一旦阿里巴巴遭遇中國政策黑天鵝或全球風險偏好反轉，這批單向擁擠的籌碼就會被率先掃出場，其他部位根本來不及對沖，活生生上演 Beta 屠殺的慘劇。
本內容透過 AI 輔助，取材自公開揭露的 13F 資料生成。僅涵蓋歷史數據，非個人化投資建議。
僅顯示前 200 大持股（共 10960 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | — | -10.67% | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.27% | -0.13% | -16.47% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.11% | — | -18.15% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.02% | +0.19% | -1.98% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.01% | +0.18% | -6.84% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | — | -12.12% | |
| 7 | C | Citigroup INC | 股票-金融 | 0.97% | — | -10.37% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 0.90% | -0.04% | -9.97% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 0.87% | -0.19% | -21.12% | |
| 10 | PFE | Pfizer INC | 股票-醫療保健 | 0.87% | -0.09% | -15.72% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | — | -4.22% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.81% | — | -7.16% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | — | -12.92% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | — | -7.97% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 0.73% | — | -12.34% | |
| 16 | INTC | Intel CORP | 股票-科技 | 0.71% | +0.20% | +8.45% | |
| 17 | PEP | Pepsico INC | 股票-非循環性消費 | 0.69% | — | -6.53% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.13% | -19.15% | |
| 19 | T | At&t INC | 股票-通訊服務 | 0.61% | -0.06% | -12.83% | |
| 20 | SPG | Simon Property Group INC | 股票-房地產 | 0.58% | -0.03% | -11.27% | |
| 21 | MDT | Medtronic plc | 股票-醫療保健 | 0.58% | -0.05% | -17.14% | |
| 22 | HON | Honeywell International INC | 股票-工業 | 0.53% | -0.08% | -21.52% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.52% | — | -8.89% | |
| 24 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.52% | -0.02% | -11.92% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.51% | +0.23% | +25.41% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.51% | — | -4.61% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.09% | -24.85% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.45% | — | -9.91% | |
| 29 | NEE | Nextera Energy INC | 股票-公用事業 | 0.43% | — | -8.08% | |
| 30 | ✓ | 股票-其他 | 0.43% | — | -2.94% | ||
| 31 | STT | State Street CORP | 股票-金融 | 0.43% | — | -22.73% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | -18.54% | |
| 33 | SLB | Slb LTD | 股票-能源 | 0.41% | -0.05% | -18.96% | |
| 34 | PM | Philip Morris International | 股票-非循環性消費 | 0.40% | -0.07% | -19.67% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.40% | — | -15.95% | |
| 36 | RY | Royal Bank Of Canada | 股票-金融 | 0.39% | — | -7.53% | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.38% | — | -10.26% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | — | +1.82% | |
| 39 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.37% | — | -20.21% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.37% | -0.11% | -32.48% | |
| 41 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.37% | — | +0.48% | |
| 42 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.36% | — | -15.00% | |
| 43 | CI | The Cigna Group | 股票-醫療保健 | 0.35% | — | +9.59% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.34% | — | -11.32% | |
| 45 | TD | Toronto-dominion Bank | 股票-金融 | 0.34% | — | -18.43% | |
| 46 | TCPA | TransCanada PipeLines Limited 6 | 股票-其他 | 0.34% | +0.11% | +26.52% | |
| 47 | ✓ | Delphi Automotive PLC | 股票-其他 | 0.34% | — | +1.84% | |
| 48 | CNH | CNH Industrial N.V. | 股票-工業 | 0.34% | — | +2.01% | |
| 49 | KMI | Kinder Morgan INC | 股票-能源 | 0.34% | +0.16% | +32.61% | |
| 50 | ENB | Enbridge INC | 股票-能源 | 0.34% | — | +5.73% |
可定價持股資料尚不足以計算績效
Emerald Acquisition Ltd. 在 2016-09-30 最顯著的持倉異動： 清倉: ; 新建倉: Johnson & Johnson (JNJ); 清倉: Johnson & Johnson (JNJ); 清倉: First Solar, Inc. (FSLR); 新建倉: Ihs Markit LTD (IHS).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +25.41% | 加碼 |
| 2 | INTC | Intel CORP | +0.2% | +8.45% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | -1.98% | 減碼 |
| 4 | AMZN | Amazon.com INC | +0.2% | -6.84% | 減碼 |
| 5 | KMI | Kinder Morgan INC | +0.2% | +32.61% | 加碼 |
| 6 | KEY | Keycorp | +0.1% | +195.34% | 加碼 |
| 7 | TCPA | TransCanada PipeLines Limited 6 | +0.1% | +26.52% | 加碼 |
| 8 | DUK | Du Pont E I De Nemour&Co | +0.1% | +345.05% | 加碼 |
| 9 | FITB | Fifth Third Bancorp | +0.1% | +40.81% | 加碼 |
| 10 | NFLX | Netflix INC | +0.1% | +754.87% | 加碼 |
| 11 | UNH | Unitedhealth Group INC | 0% | -11.92% | 減碼 |
| 12 | SPG | Simon Property Group INC | 0% | -11.27% | 減碼 |
| 13 | ORCL | Oracle CORP | 0% | -9.97% | 減碼 |
| 14 | MDT | Medtronic plc | -0.1% | -17.14% | 減碼 |
| 15 | SLB | Slb LTD | -0.1% | -18.96% | 減碼 |
| 16 | BMY | Bristol-myers Squibb Co | -0.1% | +5.38% | 加碼 |
| 17 | CVS | Cvs Health CORP | -0.1% | -24.03% | 減碼 |
| 18 | TWXCHF | Time Warner INC | -0.1% | -30.36% | 減碼 |
| 19 | AXP | American Express Co | -0.1% | -39.47% | 減碼 |
| 20 | IBN | Icici Bank Ltd-spon Adr | -0.1% | -36.90% | 減碼 |
| 21 | T | At&t INC | -0.1% | -12.83% | 減碼 |
| 22 | LOW | Lowe's Cos INC | -0.1% | -21.46% | 減碼 |
| 23 | CVX | Chevron CORP | -0.1% | -26.59% | 減碼 |
| 24 | PM | Philip Morris International | -0.1% | -19.67% | 減碼 |
| 25 | AON | Aon plc | -0.1% | -33.21% | 減碼 |
| 26 | DG | Dollar General CORP | -0.1% | -55.92% | 減碼 |
| 27 | HON | Honeywell International INC | -0.1% | -21.52% | 減碼 |
| 28 | AEP | American Electric Power Company, Inc. | -0.1% | -24.83% | 減碼 |
| 29 | DUK | Duke Energy CORP | -0.1% | -46.35% | 減碼 |
| 30 | PFE | Pfizer INC | -0.1% | -15.72% | 減碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -24.85% | 減碼 |
| 32 | MKL | Markel Group INC | -0.1% | -42.02% | 減碼 |
| 33 | ABEV | Ambev Sa-adr | -0.1% | -57.87% | 減碼 |
| 34 | MCD | Mcdonald's CORP | -0.1% | -41.74% | 減碼 |
| 35 | DOW | Dow Chem Co | -0.1% | -56.90% | 減碼 |
| 36 | CMCSA | Comcast Corp-class A | -0.1% | -32.48% | 減碼 |
| 37 | ELV | Elevance Health INC | -0.1% | -31.71% | 減碼 |
| 38 | MO | Altria Group INC | -0.1% | -32.76% | 減碼 |
| 39 | JNJ | Johnson & Johnson | -0.1% | -16.47% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.1% | -19.15% | 減碼 |
| 41 | GLW | Corning INC | -0.1% | -69.20% | 減碼 |
| 42 | ✓ | St Jude Med INC | -0.2% | -72.78% | 減碼 |
| 43 | WFC | Wells Fargo & Co | -0.2% | -21.12% | 減碼 |
| 44 | ✓ | — | EXIT | 清倉 | |
| 45 | JNJ | Johnson & Johnson | — | NEW | 新建倉 |
| 46 | JNJ | Johnson & Johnson | — | EXIT | 清倉 |
| 47 | FSLR | First Solar, Inc. | — | EXIT | 清倉 |
| 48 | IHS | Ihs Markit LTD | — | NEW | 新建倉 |
| 49 | ✓ | Xl Group LTD Com | — | NEW | 新建倉 |
| 50 | PEG | Public Service Enterprise Group Incorporated | — | EXIT | 清倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2016-09-30 | 2016-11-09 | 13F-HR | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-08-03 | 13F-HR | 在 EDGAR 上查看 |
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