FW

First Wilshire Securities Management INC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$4.4亿

申报季度: 2026-03-31 · 持股只数: 85

FIRST WILSHIRE SECURITIES MANAGEMENT INC在最新一期 13F 报告中披露了 85 项持股，申报期为 2026-03-31，总持股市值约为 US$4.4亿，季度换手率为 32.3%。

机构性格雪花图

集中度
19.78
持仓稳定性
32.33
动能／逆势
100
行业集中度
75.31
多样化
100
仓位均衡度
82

近期动向

  • 加仓 SGOV

    +73.5%　US$2850.6万

  • 减仓 EZPW

    -57.4%　-US$1497.1万

  • 加仓 ROCK

    +287.7%　US$1355.7万

  • 减仓 NWPX

    -39.9%　-US$464.4万

  • 加仓 T86

    +1.2%　US$697.7万

  • 加仓 ECVT

    +1.0%　US$708.9万

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
1SGOVIshares 0-3 Month Treasury BETF-政府公债15.11%+5.41%+73.47%
2LBTYALiberty Global Ltd.股票-其他6.38%-0.09%+1.47%
3ECVTEcovyst INC股票-其他6.36%+1.04%+1.00%
4SDSandridge Energy INC股票-其他5.17%+0.08%+0.49%
5T86Tri Pointe Homes INC股票-其他4.70%+1.21%+1.18%
6ROCKGibraltar Industries INC股票-其他4.49%+2.89%+287.72%
7EZPWEzcorp Inc-cl A股票-其他4.24%-4.26%-57.40%
8CAMTCamtek Ltd.股票-其他3.13%+0.34%-12.18%
9NWPXNwpx Infrastructure INC股票-其他3.11%-1.53%-39.95%
10MLRMiller Industries Inc/tenn股票-其他3.07%+0.26%+0.08%
11HUNHuntsman CORP股票-原材料3.05%+0.51%+0.72%
12AVNWAviat Networks INC股票-其他2.70%-0.12%+1.01%
13IOSPInnospec INC股票-其他2.44%+0.50%+47.23%
14CRNTCeragon Networks Ltd.股票-其他2.36%+0.19%+18.00%
15BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债2.22%+0.08%+15.09%
16GILTGilat Satellite Networks Ltd.股票-其他2.05%-0.99%-35.15%
17BRK-BBerkshire Hathaway Inc-cl B股票-其他1.98%—+4.46%
18TPCTutor Perini CORP股票-其他1.75%-0.16%-10.90%
19LMNRLimoneira Co股票-其他1.75%+0.92%+122.17%
20RELLRichardson Elec LTD股票-其他1.66%+0.05%+13.91%
21ANDEAndersons Inc/the股票-其他1.56%+0.29%+1.55%
22SILCSilicom Ltd.股票-其他1.50%+0.37%+3.55%
23MTRXMatrix Service Co股票-其他1.35%-0.45%-14.71%
24ORNOrion Group Holdings INC股票-其他1.30%-0.03%-0.44%
25IMAXImax CORP股票-其他1.29%-0.08%+1.87%
26LBTYALiberty Global Ltd.股票-其他1.15%-0.04%+2.05%
27EWBCEast West Bancorp INC股票-金融1.12%-0.19%+0.86%
28SIGASiga Technologies INC股票-其他1.07%+0.02%+30.18%
29PCYOPure Cycle CORP股票-其他0.97%-0.05%+15.12%
30LXFRLuxfer Holdings PLC股票-其他0.94%-0.22%+0.72%
31AGMFederal Agric Mtg Corp-cl C股票-其他0.90%-0.28%+1.73%
32CRD-ACrawford & Company -cl A股票-其他0.78%-0.21%-0.53%
33RBBNRibbon Communications INC股票-其他0.67%-0.25%+11.01%
34VTSVitesse Energy INC股票-其他0.54%-0.53%-40.13%
35JEFJefferies Financial Group In股票-金融0.49%-0.32%+1.26%
36MXMagnachip Semiconductor CORP股票-其他0.47%—+1.51%
37MSFTMicrosoft CORP股票-科技0.33%-0.16%—
38CRD-BCrawford & Co -cl B股票-其他0.33%—+2.33%
39SCHDSchwab US Dvd Equity ETFETF-其他0.29%—-3.42%
40XLYSs Consumer Disc Select SectETF-其他0.28%-0.07%—
41MPCMarathon Petroleum CORP股票-能源0.26%+0.06%—
42SIRISirius Xm Holdings INC股票-通信服务0.26%+0.01%-1.25%
43XLKSs Technology Select SectorETF-科技型0.24%——
44VOOVanguard S&p 500 ETFETF-大型股与成长0.21%——
45SHVIshares 0-1 Year Treasury BoETF-政府公债0.21%+0.06%+55.15%
46SHELShell Plc-adr股票-能源0.20%+0.02%-0.05%
47GEGeneral Electric股票-工业0.20%-0.05%-2.13%
48CHKPCheck Point Software Technologies Ltd.股票-科技0.19%—+37.27%
49VHTVanguard Health Care ETFETF-其他0.19%——
50TTEKTetra Tech INC股票-工业0.15%——
1–50 of 85

本季持股变动

First Wilshire Securities Management INC 在 2026-03-31 最显著的持仓异动： 清仓: Gulf Island Fabrication INC (GIFI); 清仓: Superior Group Of Cos INC (SGC); 清仓: Apple INC (AAPL); 新建仓: Intel CORP (INTC); 清仓: Ishares 1-3 Year Treasury Bo (SHY).

First Wilshire Securities Management 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
1SGOVIshares 0-3 Month Treasury B+5.4%+73.47%加仓
2ROCKGibraltar Industries INC+2.9%+287.72%加仓
3T86Tri Pointe Homes INC+1.2%+1.18%加仓
4ECVTEcovyst INC+1%+1.00%加仓
5LMNRLimoneira Co+0.9%+122.17%加仓
6HUNHuntsman CORP+0.5%+0.72%加仓
7IOSPInnospec INC+0.5%+47.23%加仓
8SILCSilicom Ltd.+0.4%+3.55%加仓
9CAMTCamtek Ltd.+0.3%-12.18%减仓
10ANDEAndersons Inc/the+0.3%+1.55%加仓
11MLRMiller Industries Inc/tenn+0.3%+0.08%加仓
12CRNTCeragon Networks Ltd.+0.2%+18.00%加仓
13SDSandridge Energy INC+0.1%+0.49%加仓
14BILSs Spdr Bb 1-3m T-bill ETF+0.1%+15.09%加仓
15MPCMarathon Petroleum CORP+0.1%—不变
16SHVIshares 0-1 Year Treasury Bo+0.1%+55.15%加仓
17RELLRichardson Elec LTD+0.1%+13.91%加仓
18SIGASiga Technologies INC0%+30.18%加仓
19SHELShell Plc-adr0%-0.05%减仓
20SIRISirius Xm Holdings INC0%-1.25%减仓
21MXMagnachip Semiconductor CORP—+1.51%加仓
22ORNOrion Group Holdings INC0%-0.44%减仓
23LBTYALiberty Global Ltd.0%+2.05%加仓
24IHIIshares U.s. Medical Devices0%—不变
25PCYOPure Cycle CORP-0.1%+15.12%加仓
26GEGeneral Electric-0.1%-2.13%减仓
27QQQMInvesco Nasdaq 100 ETF-0.1%-45.18%减仓
28XLYSs Consumer Disc Select Sect-0.1%—不变
29IMAXImax CORP-0.1%+1.87%加仓
30LBTYALiberty Global Ltd.-0.1%+1.47%加仓
31AVNWAviat Networks INC-0.1%+1.01%加仓
32MSFTMicrosoft CORP-0.2%—不变
33TPCTutor Perini CORP-0.2%-10.90%减仓
34EWBCEast West Bancorp INC-0.2%+0.86%加仓
35CRD-ACrawford & Company -cl A-0.2%-0.53%减仓
36LXFRLuxfer Holdings PLC-0.2%+0.72%加仓
37RBBNRibbon Communications INC-0.3%+11.01%加仓
38AGMFederal Agric Mtg Corp-cl C-0.3%+1.73%加仓
39JEFJefferies Financial Group In-0.3%+1.26%加仓
40MTRXMatrix Service Co-0.5%-14.71%减仓
41VTSVitesse Energy INC-0.5%-40.13%减仓
42GILTGilat Satellite Networks Ltd.-1%-35.15%减仓
43NWPXNwpx Infrastructure INC-1.5%-39.95%减仓
44EZPWEzcorp Inc-cl A-4.3%-57.40%减仓
45GIFIGulf Island Fabrication INC—EXIT清仓
46SGCSuperior Group Of Cos INC—EXIT清仓
47AAPLApple INC—EXIT清仓
48INTCIntel CORP—NEW新建仓
49SHYIshares 1-3 Year Treasury Bo—EXIT清仓
50IJTIshares S&p Small-cap 600 Gr—NEW新建仓

FAQ

First Wilshire Securities Management INC 是什么机构？属于哪种投资人类型？
First Wilshire Securities Management 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$4.4亿，分布在 85 个已申报仓位之中。
First Wilshire Securities Management INC 目前前几大持股有哪些？
根据最新 13F 申报，First Wilshire Securities Management INC 按市值排列的前几大持股为： 1. Ishares 0-3 Month Treasury B (SGOV) — US$6705.5万 (15.1%) 2. Liberty Global Ltd. (LBTYA) — US$2830.8万 (6.4%) 3. Ecovyst INC (ECVT) — US$2825.1万 (6.4%) 4. Sandridge Energy INC (SD) — US$2296.2万 (5.2%) 5. Tri Pointe Homes INC (T86) — US$2086.4万 (4.7%)
First Wilshire Securities Management INC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，First Wilshire Securities Management INC 共进行了 46 项显著调整：新建仓 2 个仓位、加仓 27 个既有持股、减仓 13 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Gulf Island Fabrication INC (GIFI); 清仓: Superior Group Of Cos INC (SGC); 清仓: Apple INC (AAPL); 新建仓: Intel CORP (INTC); 清仓: Ishares 1-3 Year Treasury Bo (SHY)
First Wilshire Securities Management 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，First Wilshire Securities Management INC 的主要板块分布如下： • Financials: 37.9% • Materials: 30.2% • Information Technology: 7.0% • Industrials: 6.1% • Energy: 6.0% • Health Care: 4.1%