AT
Ashton Thomas Securities, LLC
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$8.0亿
申报季度: 2026-03-31 · 持股只数: 444
ASHTON THOMAS SECURITIES, LLC在最新一期 13F 报告中披露了 444 项持股，申报期为 2026-03-31，总持股市值约为 US$8.0亿，季度换手率为 51.5%。
机构性格雪花图
- 集中度
- 5
- 持仓稳定性
- 51.51
- 动能／逆势
- 100
- 行业集中度
- 55.66
- 多样化
- 100
- 仓位均衡度
- 78.69
近期动向
减仓 VOO
+16.0% US$491.6万
减仓 ORCL
-45.6% -US$315.8万
减仓 GOVI
-68.8% -US$324.3万
减仓 BKNG
-42.7% -US$210.5万
减仓 GOOGL
+38.9% US$232.0万
加仓 XLK
+138.6% US$340.6万
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
仅显示前 443 大持股（共 444 只）
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.42% | -2.37% | +15.96% | |
| 2 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 2.94% | — | +4.28% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.57% | — | +3.83% | |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 2.44% | — | +4.74% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.43% | +2.43% | NEW | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.20% | +2.20% | NEW | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.88% | -0.01% | +61.04% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.84% | — | +28.54% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.64% | +1.64% | NEW | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.55% | — | -2.94% | |
| 11 | IMFL | Invesco Int Dvlp Dyn Multi | ETF-其他 | 1.53% | — | -0.17% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.52% | +1.52% | NEW | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.35% | -0.25% | +38.86% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.29% | — | +17.42% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.29% | — | +28.42% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.22% | — | +19.19% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.14% | +1.14% | NEW | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | +1.13% | NEW | |
| 19 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 1.05% | — | +2.63% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.01% | — | -0.37% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.99% | — | +3.18% | |
| 22 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.95% | +0.95% | NEW | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | +6.29% | |
| 24 | FMHI | First Trust Municipal High I | ETF-其他 | 0.87% | — | +6.88% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.81% | +0.81% | NEW | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.78% | +0.24% | +138.58% | |
| 27 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.78% | — | -12.85% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.77% | +0.77% | NEW | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.75% | +0.75% | NEW | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.75% | +0.75% | NEW | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.74% | — | +30.05% | |
| 32 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.73% | +0.20% | +33.43% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.73% | +0.73% | NEW | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.73% | +0.73% | NEW | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.70% | +0.70% | NEW | |
| 36 | MCK | Mckesson CORP | 股票-医疗保健 | 0.69% | — | -6.86% | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.69% | — | +3.63% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.68% | +0.68% | NEW | |
| 39 | TSLA | Tesla INC | 股票-周期性消费 | 0.66% | — | +9.97% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.62% | +0.62% | NEW | |
| 41 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-其他 | 0.56% | — | +1.88% | |
| 42 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.53% | +0.53% | NEW | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.52% | +0.52% | NEW | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | — | +4.93% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.51% | — | +5.10% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | +0.12% | +118.01% | |
| 47 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.50% | — | +6.10% | |
| 48 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.50% | — | +60.68% | |
| 49 | CME | Cme Group INC | 股票-金融 | 0.49% | — | +11.57% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.45% | +0.18% | +157.71% |
1–50 of 443
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
本季持股变动
Ashton Thomas Securities, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Core S&p 500 ETF (IVV); 新建仓: Ishares Core Msci Emerging (IEMG); 新建仓: Ishares Core Msci Eafe ETF (IEFA); 新建仓: Ishr Cr Unvrse Usd Bd Etf-ui (IUSB); 新建仓: Ishares Core U.s. Aggregate (AGG).
FAQ
Ashton Thomas Securities, LLC 是什么机构？属于哪种投资人类型？
Ashton Thomas Securities, LLC 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$8.0亿，分布在 444 个已申报仓位之中。
Ashton Thomas Securities, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Ashton Thomas Securities, LLC 按市值排列的前几大持股为：
1. Vanguard S&p 500 ETF (VOO) — US$5120.2万 (6.4%)
2. Invesco Russell 1000 Dyn M/f (OMFL) — US$2344.8万 (2.9%)
3. Nvidia CORP (NVDA) — US$2052.0万 (2.6%)
4. Invesco S&p 500 Top 50 ETF (XLG) — US$1945.5万 (2.4%)
5. Ishares Core S&p 500 ETF (IVV) — US$1937.4万 (2.4%)
Ashton Thomas Securities, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Ashton Thomas Securities, LLC 共进行了 50 项显著调整：新建仓 40 个仓位、加仓 7 个既有持股、减仓 3 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Ishares Core S&p 500 ETF (IVV); 新建仓: Ishares Core Msci Emerging (IEMG); 新建仓: Ishares Core Msci Eafe ETF (IEFA); 新建仓: Ishr Cr Unvrse Usd Bd Etf-ui (IUSB); 新建仓: Ishares Core U.s. Aggregate (AGG)
Ashton Thomas Securities, LLC 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，Ashton Thomas Securities, LLC 的主要板块分布如下：
• Information Technology: 33.3%
• Financials: 15.2%
• Communication Services: 15.1%
• Health Care: 10.2%
• Consumer Discretionary: 9.7%
• Industrials: 5.8%