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ALLEGHANY CORP /DE
特别关注No.10377 数据截至 2022Q4环比变动 Q3 2022
-$10.37亿-46.8%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q4 2022 市值 | Q4 2022 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 联合健康UNH |
| 8.49% | 6.01% | $9,996.9万 | 19.8万股 | $1.33亿 | 26.4万股 | -6.6万股-24.90% | 减仓 |
 强生JNJ |
| 7.71% | 5.32% | $9,081.7万 | 55.6万股 | $1.18亿 | 72.2万股 | -16.6万股-22.99% | 减仓 |
| T赛默飞世尔TMO |
| 7.2% | 5.36% | $8,477.9万 | 16.7万股 | $1.19亿 | 23.4万股 | -6.7万股-28.58% | 减仓 |
 微软MSFT |
| 7.04% | 5.34% | $8,295.6万 | 35.6万股 | $1.18亿 | 50.8万股 | -15.2万股-29.91% | 减仓 |
 摩根大通JPM |
| 6.23% | 6.22% | $7,343.8万 | 70.3万股 | $1.38亿 | 131.9万股 | -61.6万股-46.72% | 减仓 |
 道明尼能源D |
| 5.95% | 5.55% | $7,014.5万 | 101.5万股 | $1.23亿 | 178.0万股 | -76.5万股-42.98% | 减仓 |
 惠顿贵金属WPM |
| 5.94% | 4.74% | $6,992.7万 | 216.1万股 | $1.05亿 | 324.1万股 | -108.0万股-33.33% | 减仓 |
 WELLS FARGO NEWWFC |
| 5.84% | 4.46% | $6,878.0万 | 171.0万股 | $9,884.5万 | 245.8万股 | -74.8万股-30.42% | 减仓 |
 FRANCO NEVFNV |
| 5.66% | 4.1% | $6,669.9万 | 55.8万股 | $9,075.7万 | 76.0万股 | -20.1万股-26.51% | 减仓 |
 亚马逊AMZN |
| 5.58% | 4.18% | $6,572.8万 | 58.2万股 | $9,258.4万 | 81.9万股 | -23.8万股-29.01% | 减仓 |
 CSX铁路CSX |
| 5.32% | 4.14% | $6,261.2万 | 235.0万股 | $9,172.5万 | 344.3万股 | -109.3万股-31.74% | 减仓 |
 OLD REP INTLORI |
| 5.17% | 2.75% | $6,087.2万 | 290.8万股 | $6,087.2万 | 290.8万股 | 00.00% | 持仓不变 |
 Vulcan材料VMC |
| 5.03% | 4.69% | $5,923.1万 | 37.6万股 | $1.04亿 | 65.9万股 | -28.4万股-43.02% | 减仓 |
 VisaV |
| 4.54% | 3.79% | $5,353.7万 | 30.1万股 | $8,396.7万 | 47.3万股 | -17.1万股-36.24% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.87% | 2.06% | $4,560.7万 | 17.1万股 | $4,560.7万 | 17.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.96% | 2.08% | $3,486.8万 | 25.2万股 | $4,613.9万 | 33.4万股 | -8.2万股-24.43% | 减仓 |
 谷歌AGOOGL |
| 2.94% | 2.21% | $3,459.1万 | 36.2万股 | $4,897.3万 | 51.2万股 | -15.0万股-29.37% | 减仓 |
| N新纪元能源NEE |
| 1.8% | 1.89% | $2,116.5万 | 27.0万股 | $4,179.7万 | 53.3万股 | -26.3万股-49.36% | 减仓 |
 PROGRESSIVEPGR |
| 1.23% | 0.79% | $1,444.5万 | 12.4万股 | $1,759.4万 | 15.1万股 | -2.7万股-17.90% | 减仓 |
 Roper科技ROP |
| 0.65% | 6.45% | $766.0万 | 2.1万股 | $1.43亿 | 39.7万股 | -37.6万股-94.64% | 减仓 |
| CCIGNALIBD |
| 0.6% | 4.82% | $708.1万 | 2.6万股 | $1.07亿 | 38.5万股 | -35.9万股-93.37% | 减仓 |
 SERVICE INTLSCI |
| 0.08% | 3.18% | $90.5万 | 1.6万股 | $7,034.1万 | 121.8万股 | -120.3万股-98.71% | 减仓 |
 TransDigmTDG |
| 0.06% | 2.66% | $75.5万 | 1,439股 | $5,897.9万 | 11.2万股 | -11.1万股-98.72% | 减仓 |
 罗克韦尔自动化ROK |
| 0.06% | 3.26% | $74.7万 | 3,474股 | $7,212.6万 | 33.5万股 | -33.2万股-98.96% | 减仓 |
 宣伟SHW |
| 0.06% | 3.92% | $70.8万 | 3,456股 | $8,687.8万 | 42.4万股 | -42.1万股-99.19% | 减仓 |
