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聪明钱/David Katz

David Katz

David Katz
Matrix Asset Advisors13F · 22 Apr 2026
持仓 40前十集中度 39%本季新建/加仓 22减持/清仓 18
1
MSFTMicrosoft Corp.均 70
5.8%加仓2
MAVFMatrix Advisors Value ETF
4.4%减持3
GOOGAlphabet Inc. CL C均 73
3.8%减持4
PNCPNC Financial Services均 55
3.6%加仓5
JPMJPMorgan Chase & Co.均 61
3.6%减持6
MSMorgan Stanley均 55
3.6%减持7
AAPLApple Inc.均 60
3.6%加仓8
PEPPepsiCo Inc.均 61
3.4%加仓9
QCOMQUALCOMM Inc.均 59
3.4%加仓10
USBU.S. Bancorp均 57
3.4%减持11
AMGNAmgen均 54
3.2%减持12
MDTMedtronic plc均 55
3.0%加仓13
BNYBank of New York Mellon Corp.均 58
2.7%减持14
AMZNAmazon.com Inc.均 69
2.6%加仓15
TXNTexas Instruments均 61
2.5%加仓16
CMCSAComcast Corp.均 47
2.4%加仓17
NEENextEra Energy Inc.均 66
2.3%减持18
TSNTyson Foods均 42
2.2%加仓19
GNRCGenerac Holdings Inc.均 60
2.0%减持20
GSGoldman Sachs Group均 63
2.0%减持21
AMATApplied Materials均 74
1.8%减持22
LMTLockheed Martin Corp.均 59
1.8%减持23
SBUXStarbucks Corp.均 51
1.8%减持24
AEPAmerican Electric Power均 54
1.8%减持25
METAMeta Platforms Inc.均 71
1.7%加仓26
VOOVanguard S&P 500 ETF
1.7%加仓27
TGTTarget Corp.均 42
1.6%加仓28
WFCWells Fargo均 60
1.6%减持29
HDHome Depot均 63
1.6%加仓30
VEAVanguard FTSE Developed ETF
1.5%加仓31
MTBM&T Bank Corp.均 53
1.5%减持32
FDXFedEx Corp.均 51
1.4%减持33
LOWLowe's Cos.均 58
1.4%加仓34
VYMVanguard High Dvd Yield ETF
1.4%加仓35
PYPLPayPal Holdings Inc.均 52
1.1%减持36
IWFiShares Russell 1000 Growth ETF
1.1%加仓37
TMOThermo Fisher Scientific均 63
1.0%加仓38
ABBVAbbVie Inc.均 60
0.8%加仓39
IJRIshares Core S&P Small Cap E
0.8%加仓40
PGProcter & Gamble均 53
0.7%加仓

数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。