AI

Ayalon Insurance Comp Ltd.

分散型投资策略行业集中型趋势追踪型

申报总市值

US$4.9亿

申报季度: 2026-03-31 · 持股只数: 61

Ayalon Insurance Comp Ltd.在最新一期 13F 报告中披露了 61 项持股，申报期为 2026-03-31，总持股市值约为 US$4.9亿，季度换手率为 20.9%。

浏览其他1 亿至 10 亿美元机构浏览其他以“A”开头的机构

机构性格雪花图

集中度
18.46
持仓稳定性
20.9
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
86.42

近期动向

  • 减仓 ACWI

    +6.8%　US$188.1万

  • 加仓 EMXC

    +38.6%　US$860.5万

  • 加仓 DXJ

    +42.5%　US$704.7万

  • 加仓 IEMG

    +36.0%　US$801.0万

  • 减仓 MSFT

    0.0%　-US$194.6万

  • 减仓 AAPL

    0.0%　-US$71.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1ACWIIshares Msci Acwi ETFETF-其他8.95%-1.22%+6.84%
2XLKSs Technology Select SectorETF-科技型8.81%-0.03%+28.14%
3SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长7.27%-0.10%+22.91%
4VOOVanguard S&p 500 ETFETF-大型股与成长6.19%-0.14%+22.02%
5XLCSs Comm Select Sector SpdrETF-其他5.66%+0.47%+37.66%
6IEMGIshares Core Msci EmergingETF-新兴市场5.61%+0.88%+36.00%
7XLVSs Health Care Select SectorETF-其他5.38%+0.53%+38.97%
8EMXCIshares Msci Emr Mrk Ex ChnaETF-其他5.27%+1.09%+38.59%
9VFHVanguard Financials ETFETF-其他4.39%+0.24%+39.00%
10DXJWisdomtree Japan Hedged EqETF-其他3.98%+0.97%+42.50%
11XLFSs Financial Select SectorETF-其他3.48%-0.42%+17.52%
12XLISs Industrial Select SectorETF-其他3.17%+0.47%+33.91%
13AAPLApple INC股票-科技2.04%-0.56%—
14XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他1.83%+0.04%+13.43%
15NVDANvidia CORP股票-科技1.77%-0.47%—
16RSPInvesco S&p 500 Equal WeightETF-大型股与成长1.58%+1.58%NEW
17QQQInvesco Qqq Trust Series 1ETF-科技型1.49%+0.15%+41.08%
18SMHVaneck Semiconductor ETFETF-其他1.49%-0.13%+2.70%
19XLBSs Materials Select SectorETF-其他1.44%+0.11%+17.25%
20MSFTMicrosoft CORP股票-科技1.30%-0.71%—
21IXCIshares Global Energy ETFETF-其他1.26%+0.17%—
22IVVIshares Core S&p 500 ETFETF-大型股与成长1.16%-0.16%+9.90%
23ONEQFidelity Nasdaq Comp IndxETF-科技型1.04%-0.24%+3.55%
24ITAIshares U.s. Aerospace & DefETF-其他1.02%+0.27%+58.34%
25AMZNAmazon.com INC股票-周期性消费1.01%-0.32%—
26GOOGLAlphabet Inc-cl A股票-通信服务1.00%-0.30%—
27VYMVanguard High Dvd Yield ETFETF-其他0.91%-0.14%—
28XLRESs Real Estate Select SectorETF-其他0.90%——
29MOATVaneck Morningstar Wide MoatETF-其他0.83%-0.19%+3.77%
30DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.68%-0.16%—
31IWMIshares Russell 2000 ETFETF-中小型股0.67%——
32SPHBInvesco S&p 500 High Beta EtETF-大型股与成长0.64%-0.10%+3.57%
33VGTVanguard Info Tech ETFETF-科技型0.63%-0.15%+3.53%
34IYWIshares Ustechnology ETFETF-科技型0.62%-0.17%+3.51%
35TDIVFt Nasdaq Tech Dvd Index FdETF-科技型0.61%—+3.55%
36QTECFirst Trust Nasdq 100 Tech IETF-科技型0.55%-0.14%—
37JQUAJpmorgan US Quality FactorETF-其他0.50%-0.11%—
38VOOGVanguard S&p 500 Growth ETFETF-大型股与成长0.46%-0.14%—
39SNOWSnowflake INC股票-科技0.44%-0.31%—
40XLESs Energy Select SectorETF-其他0.43%+0.06%—
41PPAInvesco Aerospace & DefenseETF-其他0.32%+0.32%NEW
42IHIIshares U.s. Medical DevicesETF-其他0.31%-0.12%—
43BACBank Of America CORP股票-金融0.30%-0.10%—
44XLPSs Consumer Staples Sel SectETF-其他0.30%+0.20%+227.06%
45IGMIshares Expanded Tech SectorETF-科技型0.29%-0.08%—
46SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.24%-0.06%—
47SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长0.24%-0.07%—
48FDNFirst Trust Dj Internet IndETF-其他0.23%-0.08%—
49XMHQInvesco S&p Midcap Qual ETFETF-其他0.21%——
50CIBRFirst Trust Nasdaq CybersecuETF-科技型0.21%+0.21%NEW
1–50 of 61

本季持股变动

Ayalon Insurance Comp Ltd. 在 2026-03-31 最显著的持仓异动： 新建仓: Invesco S&p 500 Equal Weight (RSP); 新建仓: Invesco Aerospace & Defense (PPA); 新建仓: First Trust Nasdaq Cybersecu (CIBR); 加仓: Ishares Msci Acwi ETF (ACWI) — 股数 +6.84%; 加仓: Ishares Msci Emr Mrk Ex Chna (EMXC) — 股数 +38.59%.

Ayalon Insurance Comp Ltd. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1EMXCIshares Msci Emr Mrk Ex Chna+1.1%+38.59%加仓
2DXJWisdomtree Japan Hedged Eq+1%+42.50%加仓
3IEMGIshares Core Msci Emerging+0.9%+36.00%加仓
4XLVSs Health Care Select Sector+0.5%+38.97%加仓
5XLCSs Comm Select Sector Spdr+0.5%+37.66%加仓
6XLISs Industrial Select Sector+0.5%+33.91%加仓
7ITAIshares U.s. Aerospace & Def+0.3%+58.34%加仓
8VFHVanguard Financials ETF+0.2%+39.00%加仓
9XLPSs Consumer Staples Sel Sect+0.2%+227.06%加仓
10IXCIshares Global Energy ETF+0.2%—不变
11QQQInvesco Qqq Trust Series 1+0.2%+41.08%加仓
12XLBSs Materials Select Sector+0.1%+17.25%加仓
13XLESs Energy Select Sector+0.1%—不变
14XLUSt Sr Utl Sl Se Spdr Etf-usd0%+13.43%加仓
15IGVIshares Expanded Tech-softwa0%—不变
16XLKSs Technology Select Sector0%+28.14%加仓
17UBERUber Technologies INC0%—不变
18XLYSs Consumer Disc Select Sect-0.1%—不变
19SPYMSte Str Spdr Pt S&p 500 ETF-0.1%—不变
20SPYGSs Spdr P S&p 500 Growth ETF-0.1%—不变
21FDNFirst Trust Dj Internet Ind-0.1%—不变
22IGMIshares Expanded Tech Sector-0.1%—不变
23SPYSs Spdr S&p 500 ETF Trust-us-0.1%+22.91%加仓
24BACBank Of America CORP-0.1%—不变
25SPHBInvesco S&p 500 High Beta Et-0.1%+3.57%加仓
26JQUAJpmorgan US Quality Factor-0.1%—不变
27IHIIshares U.s. Medical Devices-0.1%—不变
28SMHVaneck Semiconductor ETF-0.1%+2.70%加仓
29VOOVanguard S&p 500 ETF-0.1%+22.02%加仓
30VOOGVanguard S&p 500 Growth ETF-0.1%—不变
31QTECFirst Trust Nasdq 100 Tech I-0.1%—不变
32VYMVanguard High Dvd Yield ETF-0.1%—不变
33VGTVanguard Info Tech ETF-0.2%+3.53%加仓
34IVVIshares Core S&p 500 ETF-0.2%+9.90%加仓
35DIASs Spdr Dow Jones Indus Avg-0.2%—不变
36IYWIshares Ustechnology ETF-0.2%+3.51%加仓
37MBLYMobileye Global Inc-a-0.2%-75.03%减仓
38MOATVaneck Morningstar Wide Moat-0.2%+3.77%加仓
39ONEQFidelity Nasdaq Comp Indx-0.2%+3.55%加仓
40GOOGLAlphabet Inc-cl A-0.3%—不变
41SNOWSnowflake INC-0.3%—不变
42AMZNAmazon.com INC-0.3%—不变
43XLFSs Financial Select Sector-0.4%+17.52%加仓
44NVDANvidia CORP-0.5%—不变
45AAPLApple INC-0.6%—不变
46MSFTMicrosoft CORP-0.7%—不变
47ACWIIshares Msci Acwi ETF-1.2%+6.84%加仓
48RSPInvesco S&p 500 Equal Weight—NEW新建仓
49PPAInvesco Aerospace & Defense—NEW新建仓
50CIBRFirst Trust Nasdaq Cybersecu—NEW新建仓

FAQ

Ayalon Insurance Comp Ltd. 是什么机构？属于哪种投资人类型？
Ayalon Insurance Comp Ltd. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.9亿，分布在 61 个已申报仓位之中。
Ayalon Insurance Comp Ltd. 目前前几大持股有哪些？
根据最新 13F 申报，Ayalon Insurance Comp Ltd. 按市值排列的前几大持股为： 1. Ishares Msci Acwi ETF (ACWI) — US$4380.4万 (8.9%) 2. Ss Technology Select Sector (XLK) — US$4310.7万 (8.8%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$3557.8万 (7.3%) 4. Vanguard S&p 500 ETF (VOO) — US$3031.2万 (6.2%) 5. Ss Comm Select Sector Spdr (XLC) — US$2772.6万 (5.7%)
Ayalon Insurance Comp Ltd. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Ayalon Insurance Comp Ltd. 共进行了 28 项显著调整：新建仓 3 个仓位、加仓 24 个既有持股、减仓 1 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Invesco S&p 500 Equal Weight (RSP); 新建仓: Invesco Aerospace & Defense (PPA); 新建仓: First Trust Nasdaq Cybersecu (CIBR); 加仓: Ishares Msci Acwi ETF (ACWI) — 股数 +6.84%; 加仓: Ishares Msci Emr Mrk Ex Chna (EMXC) — 股数 +38.59%
Ayalon Insurance Comp Ltd. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Ayalon Insurance Comp Ltd. 的主要板块分布如下： • Information Technology: 69.7% • Consumer Discretionary: 12.7% • Communication Services: 12.7% • Financials: 3.8% • Industrials: 1.1%

同行推荐

资产规模相近的机构

RF

Rossby Financial, LCC

申报总市值

US$4.9亿

2,281 stks

2026-03-31

集中度3.8
持仓稳定性48.2
行业集中度38.5

资产规模与本机构相差仅 0.0%

查看详情
WW

Waterway Wealth Management, LLC

申报总市值

US$4.9亿

96 stks

2026-06-30

集中度22.5
持仓稳定性32.0
行业集中度59.0

资产规模与本机构相差仅 0.0%

查看详情
IP

Intellectus Partners, LLC

申报总市值

US$4.9亿

290 stks

2026-03-31

集中度5.2
持仓稳定性19.9
行业集中度46.9

资产规模与本机构相差仅 0.1%

查看详情

风格推荐

持仓风格相似的机构

UO

University Of Chicago

申报总市值

US$3.2亿

13 stks

2026-03-31

集中度100.0
持仓稳定性100.0
行业集中度100.0

前五大持仓重叠 3/5 档，同样重仓 Ss Technology Select Sector

查看详情
CC

Ciovacco Capital Management LLC

申报总市值

US$1.7亿

28 stks

2026-03-31

集中度79.6
持仓稳定性24.8
行业集中度100.0

前五大持仓重叠 3/5 档，同样重仓 Vanguard S&p 500 ETF

查看详情
TB

Three Bridge Wealth Advisors, LLC

申报总市值

US$3.6亿

86 stks

2026-03-31

集中度22.8
持仓稳定性10.2
行业集中度75.6

前五大持仓重叠 3/5 档，同样重仓 Ishares Msci Acwi ETF

查看详情