Bear Mountain Capital, Inc.

分散型投资策略逆势操作型行业集中型

申报总市值

US$3.3亿

申报季度: 2026-03-31 · 持股只数: 198

Bear Mountain Capital, Inc.在最新一期 13F 报告中披露了 198 项持股，申报期为 2026-03-31，总持股市值约为 US$3.3亿，季度换手率为 36.0%。

浏览其他1 亿至 10 亿美元机构浏览其他以“B”开头的机构

机构性格雪花图

集中度: 30.64
持仓稳定性: 36
动能／逆势: 0
行业集中度: 78.77
多样化: 100
仓位均衡度: 62.26

近期动向

减仓 MUB
-99.0%　-US$2382.3万
减仓 BND
-99.7%　-US$1808.5万
清仓 EAGG
-100.0%　-US$344.4万
加仓 VCSH
+14.0%　US$282.4万
减仓 VOO
+2.6%　US$184.6万
减仓 VTEB
-5.3%　-US$29.1万

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
1	VO	Vanguard Mid-cap ETF	ETF-其他	15.22%	—	+4.90%
2	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	11.71%	-0.27%	+2.57%
3	VEA	Vanguard Ftse Developed ETF	ETF-其他	8.64%	+0.11%	+1.89%
4	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	8.48%	+0.03%	+2.55%
5	SUB	Ishares Short-term National	ETF-其他	8.31%	+8.31%	NEW
6	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	7.10%	+0.39%	+14.00%
7	VGSH	Vanguard Short-term Treasury	ETF-政府公债	6.83%	+6.83%	NEW
8	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	5.78%	+0.03%	+3.28%
9	VB	Vanguard Small-cap ETF	ETF-其他	4.14%	+0.01%	+3.66%
10	VNQ	Vanguard Real Estate ETF	ETF-其他	3.12%	+0.18%	+7.43%
11	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	2.46%	+0.10%	+12.53%
12	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.74%	-0.08%	—
13	SUSA	Ishares Esg Optimized Msci U	ETF-其他	1.66%	-0.06%	+2.53%
14	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	1.47%	-0.21%	-5.34%
15	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.42%	-0.07%	-0.05%
16	SUSB	Ishares Esg Aware 1-5 Year U	ETF-其他	1.16%	-0.06%	+2.97%
17	VSS	Vanguard Ftse All Wo X-us Sc	ETF-其他	1.09%	-0.01%	-0.35%
18	VSGX	Vanguard Esg Intl Stock ETF	ETF-其他	1.01%	-0.02%	+0.47%
19	IWB	Ishares Russell 1000 ETF	ETF-其他	0.97%	-0.05%	—
20	AMZN	Amazon.com INC	股票-周期性消费	0.95%	-0.10%	-6.56%
21	VNQI	Vanguard Glbl Ex-us Real Est	ETF-其他	0.74%	-0.02%	+3.01%
22	ESGE	Ishares INC Ishares Esg Awar	ETF-其他	0.69%	—	-0.72%
23	NVDA	Nvidia CORP	股票-科技	0.54%	—	-2.05%
24	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.41%	-0.01%	-0.13%
25	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.41%	-0.02%	—
26	MDY	State Street Spdr S&p Midcap	ETF-其他	0.41%	-0.01%	—
27	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.38%	—	-0.45%
28	MSFT	Microsoft CORP	股票-科技	0.37%	-0.08%	-2.28%
29	IAGG	Ishares Intl Aggregate Bond	ETF-其他	0.35%	—	-0.94%
30	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.32%	-0.03%	-1.66%
31	COST	Costco Wholesale CORP	股票-非周期性消费	0.29%	—	-4.29%
32	IWR	Ishares Russell Mid-cap ETF	ETF-其他	0.21%	—	-1.79%
33	NFLX	Netflix INC	股票-通信服务	0.17%	—	-2.41%
34	AAPL	Apple INC	股票-科技	0.12%	—	-5.47%
35	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.10%	-0.01%	—
36	IYR	Ishares US Real Estate ETF	ETF-其他	0.08%	—	-9.85%
37	MUB	Ishares National Muni Bond E	ETF-其他	0.07%	-7.70%	-98.97%
38	CAT	Caterpillar INC	股票-工业	0.07%	+0.01%	—
39	GOOG	Alphabet Inc-cl C	股票-通信服务	0.06%	-0.02%	-8.57%
40	NTES	Netease Inc-adr	股票-通信服务	0.06%	-0.02%	+0.56%
41	IYF	Ishares US Financials ETF	ETF-其他	0.05%	—	—
42	RWX	State Street Spdr Dow Jones	ETF-其他	0.04%	—	-3.04%
43	PLTR	Palantir Technologies Inc-a	股票-科技	0.04%	-0.01%	+2.94%
44	AMD	Advanced Micro Devices	股票-科技	0.03%	—	—
45	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	0.03%	—	—
46	INTC	Intel CORP	股票-科技	0.03%	—	-39.55%
47	ADP	Automatic Data Processing	股票-科技	0.02%	-0.01%	—
48	BA	Boeing Co/the	股票-工业	0.02%	—	+12.93%
49	META	Meta Platforms Inc-class A	股票-通信服务	0.02%	—	—
50	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.02%	—	—

1–50 of 198

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	198	US$3.3亿	36	1VO 2VOO 3VEA 主要持股2026-03-31 1.VO 2.VOO 3.VEA 4.SCZ 5.SUB 6.VCSH 7.VGSH 8.VWO 9.VB 10.VNQ
2025-12-31	199	US$3.1亿	7	1VO 2VOO 3VEA 主要持股2025-12-31 1.VO 2.VOO 3.VEA 4.SCZ 5.MUB 6.VCSH 7.BND 8.VWO 9.VB 10.VNQ
2025-09-30	323	US$3.0亿	15	1VO 2VOO 3MUB 主要持股2025-09-30 1.VO 2.VOO 3.MUB 4.VEA 5.SCZ 6.VCSH 7.BND 8.VWO 9.VB 10.VNQ
2025-06-30	182	US$2.8亿	0	1VO 2VOO 3SCZ 主要持股2025-06-30 1.VO 2.VOO 3.SCZ 4.MUB 5.VEA 6.VCSH 7.VWO 8.BND 9.VB 10.VNQ
2025-03-31	344	US$2.6亿	0	1VO 2VOO 3MUB 主要持股2025-03-31 1.VO 2.VOO 3.MUB 4.SCZ 5.VEA 6.VCSH 7.BND 8.VWO 9.VB 10.VNQ
2024-12-31	176	US$2.6亿	0	1VO 2VOO 3MUB 主要持股2024-12-31 1.VO 2.VOO 3.MUB 4.VCSH 5.SCZ 6.VEA 7.BND 8.VWO 9.VB 10.VNQ
2024-09-30	175	US$2.5亿	0	1VO 2VOO 3MUB 主要持股2024-09-30 1.VO 2.VOO 3.MUB 4.VCSH 5.SCZ 6.VEA 7.BND 8.VWO 9.VB 10.VNQ
2024-06-30	182	US$2.5亿	0	1VO 2VOO 3MUB 主要持股2024-06-30 1.VO 2.VOO 3.MUB 4.VCSH 5.SCZ 6.VEA 7.BND 8.VWO 9.VB 10.VNQ
2024-03-31	224	US$2.3亿	0	1VO 2VOO 3MUB 主要持股2024-03-31 1.VO 2.VOO 3.MUB 4.VCSH 5.SCZ 6.VEA 7.BND 8.VWO 9.VB 10.VNQ
2023-12-31	235	US$2.4亿	0	1VO 2VOO 3MUB 主要持股2023-12-31 1.VO 2.VOO 3.MUB 4.VCSH 5.SCZ 6.VEA 7.BND 8.VWO 9.VB 10.VNQ

本季持股变动

Bear Mountain Capital, Inc. 在 2026-03-31 最显著的持仓异动：新建仓: Ishares Short-term National (SUB); 新建仓: Vanguard Short-term Treasury (VGSH); 清仓: Ishares Esg Aware US Aggrega (EAGG) — 股数 -100.00%; 清仓: Invesco Qqq Trust Series 1 (QQQ); 清仓: Kratos Defense & Security (KTOS).

Bear Mountain Capital, Inc. 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
1	VCSH	Vanguard S/t CORP Bond ETF	+0.4%	+14.00%	加仓
2	VNQ	Vanguard Real Estate ETF	+0.2%	+7.43%	加仓
3	VEA	Vanguard Ftse Developed ETF	+0.1%	+1.89%	加仓
4	BNDX	Vanguard Total Intl Bond ETF	+0.1%	+12.53%	加仓
5	SCZ	Ishares Msci Eafe Small-cap	0%	+2.55%	加仓
6	VWO	Vanguard Ftse Emerging Marke	0%	+3.28%	加仓
7	VB	Vanguard Small-cap ETF	0%	+3.66%	加仓
8	CAT	Caterpillar INC	0%	—	不变
9	VRT	Vertiv Holdings Co-a	0%	—	不变
10	VO	Vanguard Mid-cap ETF	—	+4.90%	加仓
11	ESGE	Ishares INC Ishares Esg Awar	—	-0.72%	减仓
12	NVDA	Nvidia CORP	—	-2.05%	减仓
13	EEM	Ishares Msci Emerging Market	—	-0.45%	减仓
14	NFLX	Netflix INC	—	-2.41%	减仓
15	GD	General Dynamics CORP	—	-50.00%	减仓
16	INTC	Intel CORP	—	-39.55%	减仓
17	AMD	Advanced Micro Devices	—	—	不变
18	VSS	Vanguard Ftse All Wo X-us Sc	0%	-0.35%	减仓
19	IEFA	Ishares Core Msci Eafe ETF	0%	-0.13%	减仓
20	MDY	State Street Spdr S&p Midcap	0%	—	不变
21	TSLA	Tesla INC	0%	-43.10%	减仓
22	RTX	Rtx CORP	0%	-49.83%	减仓
23	PLTR	Palantir Technologies Inc-a	0%	+2.94%	加仓
24	ADP	Automatic Data Processing	0%	—	不变
25	BABA	Alibaba Group Holding-sp Adr	0%	—	不变
26	JPM	Jpmorgan Chase & Co	0%	-24.75%	减仓
27	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	不变
28	VSGX	Vanguard Esg Intl Stock ETF	0%	+0.47%	加仓
29	VNQI	Vanguard Glbl Ex-us Real Est	0%	+3.01%	加仓
30	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	—	不变
31	NTES	Netease Inc-adr	0%	+0.56%	加仓
32	GOOG	Alphabet Inc-cl C	0%	-8.57%	减仓
33	IGSB	Ishares 1-5y Inv Grade CORP	0%	-1.66%	减仓
34	IWB	Ishares Russell 1000 ETF	-0.1%	—	不变
35	SUSA	Ishares Esg Optimized Msci U	-0.1%	+2.53%	加仓
36	SUSB	Ishares Esg Aware 1-5 Year U	-0.1%	+2.97%	加仓
37	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-0.05%	减仓
38	MSFT	Microsoft CORP	-0.1%	-2.28%	减仓
39	IVV	Ishares Core S&p 500 ETF	-0.1%	—	不变
40	AMZN	Amazon.com INC	-0.1%	-6.56%	减仓
41	VTEB	Vanguard Tax-exempt Bond ETF	-0.2%	-5.34%	减仓
42	VOO	Vanguard S&p 500 ETF	-0.3%	+2.57%	加仓
43	EAGG	Ishares Esg Aware US Aggrega	-1.1%	EXIT	清仓
44	BND	Vanguard Total Bond Market	-5.8%	-99.69%	减仓
45	MUB	Ishares National Muni Bond E	-7.7%	-98.97%	减仓
46	SUB	Ishares Short-term National	—	NEW	新建仓
47	VGSH	Vanguard Short-term Treasury	—	NEW	新建仓
48	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清仓
49	KTOS	Kratos Defense & Security	—	EXIT	清仓
50	EA	Electronic Arts INC	—	EXIT	清仓

FAQ

Bear Mountain Capital, Inc. 是什么机构？属于哪种投资人类型？

Bear Mountain Capital, Inc. 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$3.3亿，分布在 198 个已申报仓位之中。

Bear Mountain Capital, Inc. 目前前几大持股有哪些？

根据最新 13F 申报，Bear Mountain Capital, Inc. 按市值排列的前几大持股为： 1. Vanguard Mid-cap ETF (VO) — US$5064.3万 (15.2%) 2. Vanguard S&p 500 ETF (VOO) — US$3896.2万 (11.7%) 3. Vanguard Ftse Developed ETF (VEA) — US$2875.6万 (8.6%) 4. Ishares Msci Eafe Small-cap (SCZ) — US$2822.1万 (8.5%) 5. Ishares Short-term National (SUB) — US$2764.1万 (8.3%)

Bear Mountain Capital, Inc. 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Bear Mountain Capital, Inc. 共进行了 40 项显著调整：新建仓 2 个仓位、加仓 15 个既有持股、减仓 19 个仓位，并完全清仓 4 个持股。其中幅度最大的异动：新建仓: Ishares Short-term National (SUB); 新建仓: Vanguard Short-term Treasury (VGSH); 清仓: Ishares Esg Aware US Aggrega (EAGG) — 股数 -100.00%; 清仓: Invesco Qqq Trust Series 1 (QQQ); 清仓: Kratos Defense & Security (KTOS)

Bear Mountain Capital, Inc. 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，Bear Mountain Capital, Inc. 的主要板块分布如下： • Information Technology: 36.7% • Consumer Discretionary: 32.5% • Communication Services: 10.0% • Consumer Staples: 9.4% • Industrials: 4.4% • Financials: 3.8%