韦奇伍德合伙
13F 持仓与组合分析
大卫·罗尔夫 在 2019 Q1 的 13F 持仓详情、季度变化、组合市值趋势和持仓占比分布。
韦奇伍德合伙概览
韦奇伍德合伙 在 2019 Q1 持有 36 只股票，合计市值约 13.70 亿美元。
韦奇伍德合伙 在 2019 Q1 前五大重仓股为：爱德华兹生命科学(EW) 9.23%，苹果(AAPL) 8.96%，伯克希尔B(BRK.B) 8.61%，维萨(V) 7.91%，Meta平台公司(META) 7.67%。
- 组合市值
- 13.70 亿
- 当前持仓
- 36 只
- 新增 / 增持
- 1 / 1
- 减持 / 清仓
- 22 / 0
当前持仓
| 1 | 爱德华兹生命科学EW | 1.26 | 9.23% | 66.08 -19.52% | $191.33 | - | $145.59 | -16.03 | 1.00 | +0.30亿+31.42% | 减持 |
| 2 | 苹果AAPL | 1.23 | 8.96% | 64.57 -19.25% | $189.95 | $306.68 +61.46% | $221.50 | -15.40 | 5.75 | +0.55亿+38.45% | 减持 |
| 3 | 伯克希尔BBRK.B | 1.18 | 8.61% | 58.70 -20.74% | $200.89 | $470.25 +134.08% | $121.22 | -15.36 | 5.75 | +2.05亿+287.93% | 减持 |
| 4 | 维萨V | 1.08 | 7.91% | 69.40 -21.43% | $156.19 | $320.44 +105.16% | $132.45 | -18.93 | 1.00 | +1.30亿+141.93% | 减持 |
| 5 | Meta平台公司META | 1.05 | 7.67% | 63.00 -17.64% | $166.69 | $612.96 +267.73% | $188.16 | -13.50 | 1.00 | +2.68亿+225.76% | 减持 |
| 6 | 拖拉机供应TSCO | 0.87 | 6.35% | 89.03 -20.94% | $97.76 | - | $70.48 | -23.58 | 2.50 | +0.24亿+38.70% | 减持 |
| 7 | 快扣FAST | 0.79 | 5.73% | 122.12 -20.74% | $64.31 | - | $33.81 | -31.96 | 2.50 | +0.37亿+90.22% | 减持 |
| 8 | 缤客BKNG | 0.78 | 5.73% | 4.50 -19.83% | $1744.88 | $167.14 -90.42% | $2018.65 | -1.11 | 1.00 | -0.83亿-91.72% | 减持 |
| 9 | Ulta美容ULTA | 0.74 | 5.37% | 21.08 -1.88% | $348.73 | $541.01 +55.14% | $275.17 | -0.40 | 0.75 | +0.56亿+96.61% | 减持 |
| 10 | 谷歌AGOOGL | 0.73 | 5.31% | 6.18 -21.10% | $1176.86 | $375.95 -68.05% | $1129.18 | -1.65 | 1.00 | -0.47亿-66.71% | 减持 |
| 11 | 贝宝控股公司PYPL | 0.68 | 5.00% | 65.93 -21.31% | $103.84 | $45.76 -55.94% | $83.27 | -17.86 | 1.00 | -0.25亿-45.05% | 减持 |
| 12 | C.H. ROBINSON WORLDWIDECUSIP 12541W209 | 0.57 | 4.18% | 65.78 +5.96% | $86.99 | - | $97.30 | +3.70 | 0.75 | -0.07亿-10.60% | 增持 |
| 13 | 星巴克SBUX | 0.53 | 3.86% | 71.17 | $74.34 | - | $74.34 | +71.17 | 0.25 | 0.00亿0.00% | 新增 |
| 14 | CELGENE CORPCUSIP 151020104 | 0.50 | 3.62% | 52.51 -19.78% | $94.34 | - | $85.71 | -12.95 | 2.25 | +0.05亿+10.07% | 减持 |
| 15 | COGNIZANT TECHNOLOGY SOLUTIONSCUSIP 192446102 | 0.40 | 2.95% | 55.79 -19.56% | $72.45 | - | $37.41 | -13.56 | 6.00 | +0.20亿+93.66% | 减持 |
| 16 | 嘉信理财SCHW | 0.39 | 2.84% | 90.90 -46.23% | $42.76 | - | $30.67 | -78.16 | 3.25 | +0.11亿+39.42% | 减持 |
| 17 | Old Dominion Freight Line, Inc.ODFL | 0.36 | 2.60% | 24.67 -39.75% | $144.39 | - | $161.26 | -16.28 | 0.75 | -0.04亿-10.46% | 减持 |
| 18 | ROSS STORESCUSIP 778296103 | 0.34 | 2.48% | 36.55 -45.58% | $93.10 | - | $57.92 | -30.62 | 3.00 | +0.13亿+60.74% | 减持 |
| 19 | 谷歌CGOOG | 0.05 | 0.39% | 0.46 -11.25% | $1173.16 | $371.98 -68.29% | $1193.33 | -0.06 | 0.75 | -0.04亿-68.83% | 减持 |
| 20 | 高通QCOM | 0.04 | 0.31% | 7.42 -94.68% | $57.02 | $163.45 +186.65% | $45.55 | -131.97 | 6.00 | +0.09亿+258.85% | 减持 |
| 21 | 美国合众银行USB | 0.03 | 0.21% | 6.01 - | $48.19 | $47.09 -2.28% | $40.59 | 0.00 | 3.25 | +0.00亿+16.03% | 持有 |
| 22 | 斯伦贝谢SLB | 0.01 | 0.11% | 3.34 -3.12% | $43.57 | - | $79.24 | -0.11 | 6.00 | -0.01亿-45.02% | 减持 |
| 23 | BLACKSTONE GROUP LP/THE COMMON STOCKCUSIP 09253U108 | 0.01 | 0.10% | 3.73 - | $34.96 | - | $33.14 | 0.00 | 1.75 | +0.00亿+5.51% | 持有 |
| 24 | 威瑞森VZ | 0.01 | 0.07% | 1.73 -8.00% | $59.07 | $40.55 -31.36% | $48.03 | -0.15 | 1.25 | -0.00亿-15.57% | 减持 |
| 25 | 强生JNJ | 0.01 | 0.06% | 0.63 - | $139.68 | $193.10 +38.24% | $112.26 | 0.00 | 3.25 | +0.01亿+72.02% | 持有 |
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“持仓时长(年)”指最近一次连续不中断持仓时长，由连续披露季度数除以 4 换算得来。
持仓成本为估算值，和实际成本有差距，极端情况下差距可能非常大，仅供参考。
持仓成本估算方法：从最近一次连续持仓开始，遇到新增或增持时，用该报告期“报告期价”乘以新增股数加入成本池；遇到减持时，按当时平均成本扣减对应股数。例：Q1 买入 100 股、报告期价 10 美元，Q2 增持 50 股、报告期价 16 美元，则估算成本为 (100×10 + 50×16) ÷ 150 = 12 美元/股。
持仓收益上方金额单位为亿美元，下方为收益率；优先按当前价估算，缺失当前价时使用报告期价换算。
可转换证券会明确显示证券类别；其 CUSIP 是该证券的识别码，不是发行人普通股 ticker。
可视化分析
观察组合市值、持仓占比和 Top10 历史变化。