CIK: 0002056727
申报总市值
US$1.0亿
申报季度: 2026-06-30 · 持股只数: 53
Sulzberger Capital Advisors, Inc.在最新一期 13F 报告中披露了 53 项持股，申报期为 2026-06-30，总持股市值约为 US$1.0亿，季度换手率为 14.2%。
Sulzberger Capital Advisors, Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.063——换算下来相当于约 16 个等权重仓位，明显低于其实际披露的 53 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.54），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 36%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
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| # | 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 18.59% | -2.49% | -7.75% | ||
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 8.07% | +0.54% | +12.32% | ||
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.77% | -0.04% | -9.58% | ||
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.68% | +0.52% | +0.22% | ||
| 5 | PMMF | Ishrs Prime Mmkt ETF | ETF-其他 | 4.66% | -0.31% | -1.75% | ||
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.94% | +0.55% | -2.17% | ||
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.78% | -0.39% | -6.04% | ||
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 3.78% | +0.51% | -5.19% | ||
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.20% | +0.17% | -4.16% | ||
| 10 | NEE | Nextera Energy INC | 股票-公用事业 | 3.04% | -0.26% | +1.92% | ||
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.96% | -1.08% | -23.42% | ||
| 12 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-其他 | 2.90% | -0.70% | -14.40% | ||
| 13 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.81% | +0.40% | +10.14% | ||
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.62% | +0.03% | +1.32% | ||
| 15 | AVGO | Broadcom INC | 股票-科技 | 2.11% | +0.30% | -0.45% | ||
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.84% | +0.08% | -4.42% | ||
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.56% | -0.28% | +3.62% | ||
| 18 | AAPL | Apple INC | 股票-科技 | 1.53% | +0.10% | -1.80% | ||
| 19 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.52% | +0.31% | +32.64% | ||
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.48% | +0.22% | -3.50% | ||
| 21 | HD | Home Depot INC | 股票-周期性消费 | 1.43% | +0.02% | -1.66% | ||
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.32% | +0.41% | +0.02% | ||
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | +0.06% | -1.93% | ||
| 24 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 1.19% | -0.55% | -9.25% | ||
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.06% | +0.24% | +3.42% | ||
| 26 | PANW | Palo Alto Networks INC | 股票-科技 | 0.95% | +0.45% | -7.17% | ||
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.90% | +0.26% | +4.31% | ||
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | -0.02% | +0.10% | ||
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.67% | +0.07% | — | ||
| 30 | AMAT | Applied Materials INC | 股票-科技 | 0.65% | +0.23% | -23.33% | ||
| 31 | GS | Goldman Sachs Group INC | 股票-金融 | 0.62% | +0.08% | — | ||
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | — | — | ||
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | -0.07% | -2.46% | ||
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.50% | +0.06% | — | ||
| 35 | NFLX | Netflix INC | 股票-通信服务 | 0.47% | -0.19% | -0.15% | ||
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | -13.24% | ||
| 37 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.38% | +0.15% | — | ||
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.38% | — | — | ||
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.36% | +0.12% | +39.51% | ||
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.35% | +0.04% | +500.00% | ||
| 41 | DHR | Danaher CORP | 股票-医疗保健 | 0.31% | — | — | ||
| 42 | CVX | Chevron CORP | 股票-能源 | 0.30% | -0.10% | — | ||
| 43 | LIN | Linde plc | 股票-原材料 | 0.30% | — | — | ||
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.27% | -0.05% | — | ||
| 45 | ASX | Ase Technology Holding -adr | 股票-科技 | 0.26% | +0.26% | NEW | ||
| 46 | RTX | Rtx CORP | 股票-工业 | 0.26% | — | — | ||
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.24% | -0.04% | — | ||
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.23% | -0.09% | -13.24% | ||
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.23% | +0.23% | NEW | ||
| 50 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.22% | -0.05% | -0.82% |
Q3 2026表现
+0.3%
近4个季度表现
+12.4%
基于可获取价格的持仓（占申报价值的83%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 | |
|---|---|---|---|---|---|
| 2026-06-30 | 53 | US$1.0亿 | 14 | ||
| 2026-03-31 | 49 | US$9798.7万 | 20 | ||
| 2025-12-31 | 52 | US$9901.2万 | 19 | ||
| 2025-09-30 | 51 | US$8965.0万 | 23 | ||
| 2025-06-30 | 51 | US$8546.0万 | 0 | ||
| 2025-03-31 | 48 | US$7609.2万 | 0 | ||
| 2024-12-31 | 59 | US$8844.8万 | 0 |
Sulzberger Capital Advisors, Inc. 在 2026-06-30 最显著的持仓异动： 新建仓: Ase Technology Holding -adr (ASX); 新建仓: Ishares Esg Optimized Msci U (SUSA); 新建仓: Ft Vest Gold Strategy Target (IGLD); 新建仓: Philip Morris International (PM); 清仓: Shell Plc-adr (SHEL).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-17 | 13F-HR | 在 EDGAR 上查看 |
| 2026-03-31 | 2026-04-10 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-21 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-11 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-14 | 13F-HR | 在 EDGAR 上查看 |
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以编程方式访问 Sulzberger Capital Advisors, Inc. 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/sulzberger-capital-advisors-incCLI 命令
npx alphasmo institutions get sulzberger-capital-advisors-inc