BA

Brave Asset Management INC

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$4.3億

申報季度: 2026-03-31 · 持股檔數: 161

BRAVE ASSET MANAGEMENT INC在最新一期 13F 報告中揭露了 161 項持股，申報期為 2026-03-31，總持股市值約為 US$4.3億，季度換手率為 12.5%。

機構性格雪花圖

集中度
20.27
持倉穩定性
12.49
動能／逆勢
100
產業集中度
68.08
多樣化
100
倉位均衡度
73.64

近期動向

  • 加碼 ZD

    +11.9%　US$496.5萬

  • 加碼 SPY

    +30.0%　US$469.0萬

  • 減碼 MSFT

    +1.9%　-US$417.6萬

  • 減碼 XLK

    +0.3%　-US$283.7萬

  • 加碼 EFV

    +2.0%　US$321.7萬

  • 減碼 GOOG

    -4.0%　-US$250.1萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 156 大持股（共 161 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1EFVIshares Msci Eafe Value ETFETF-其他12.85%+0.70%+2.03%
2AGGIshares Core U.s. AggregateETF-其他9.29%+0.29%+4.38%
3XLKSs Technology Select SectorETF-科技型8.33%-0.71%+0.32%
4SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長5.67%+1.08%+30.05%
5AAPLApple INC股票-科技5.18%-0.37%+0.40%
6ZDZiff Davis INC股票-其他4.62%+1.14%+11.93%
7VOOVanguard S&p 500 ETFETF-大型股與成長4.45%-0.24%+0.10%
8GOOGAlphabet Inc-cl C股票-通訊服務4.19%-0.61%-4.03%
9IAUIshares Gold TrustETF-避險與商品3.55%+0.09%-5.00%
10MSFTMicrosoft CORP股票-科技3.47%-1.00%+1.89%
11JPMJpmorgan Chase & Co股票-金融3.32%-0.31%+0.76%
12XLVSs Health Care Select SectorETF-其他3.01%-0.13%+1.60%
13AMZNAmazon.com INC股票-循環性消費2.17%-0.24%+0.16%
14VEUVanguard Ftse All-world Ex-uETF-其他1.86%+0.12%+5.10%
15XLYSs Consumer Disc Select SectETF-其他1.79%-0.16%+1.10%
16XLPSs Consumer Staples Sel SectETF-其他1.47%+0.09%+0.97%
17AXPAmerican Express Co股票-金融1.14%-0.26%—
18GLWCorning INC股票-科技1.09%+0.38%—
19BRK-BBerkshire Hathaway Inc-cl B股票-其他0.93%—+2.74%
20GOOGLAlphabet Inc-cl A股票-通訊服務0.85%—+2.82%
21XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.78%+0.06%+1.35%
22IVEIshares S&p 500 Value ETFETF-大型股與成長0.66%——
23NOCNorthrop Grumman CORP股票-工業0.59%—-9.42%
24JNJJohnson & Johnson股票-醫療保健0.54%+0.08%-1.16%
25NVDANvidia CORP股票-科技0.52%—+6.57%
26WTMWhite Mountains Insurance Group, Ltd.股票-金融0.48%——
27BACBank Of America CORP股票-金融0.42%+0.07%+34.82%
28IBMIntl Business Machines CORP股票-科技0.41%-0.09%—
29MRKMerck & Co. INC.股票-醫療保健0.40%+0.06%+3.13%
30VZVerizon Communications INC股票-通訊服務0.39%+0.14%+25.12%
31CRSPCRISPR Therapeutics AG股票-醫療保健0.39%—+14.13%
32ALLAllstate CORP股票-金融0.38%——
33GSGoldman Sachs Group INC股票-金融0.38%—+1.17%
34KOCoca-cola Co/the股票-非循環性消費0.38%—-0.81%
35LLYEli Lilly & Co股票-醫療保健0.37%-0.07%—
36CSCOCisco Systems INC股票-科技0.34%—-0.95%
37BXBlackstone INC股票-金融0.33%-0.12%—
38YUMYum! Brands INC股票-循環性消費0.31%——
39AMGNAmgen INC股票-醫療保健0.29%—+3.74%
40XOMExxon Mobil CORP股票-能源0.28%+0.09%+5.14%
41VTVVanguard Value ETFETF-其他0.26%—-4.59%
42PGProcter & Gamble Co/the股票-非循環性消費0.25%—-1.36%
43TAt&t INC股票-通訊服務0.23%——
44CVXChevron CORP股票-能源0.23%+0.07%+7.79%
45MMM3m Co股票-工業0.22%——
46CSXCsx CORP股票-工業0.22%——
47HONHoneywell International INC股票-工業0.22%—+5.16%
48CCitigroup INC股票-金融0.21%——
49PFFIshares Preferred & Income SETF-其他0.21%-0.13%-37.67%
50VLOValero Energy CORP股票-能源0.21%+0.07%—
1–50 of 156

本季持股變動

Brave Asset Management INC 在 2026-03-31 最顯著的持倉異動： 新建倉: Vanguard Small-cap ETF (VB); 清倉: Invesco Qqq Trust Series 1 (QQQ); 清倉: Ishares Bitcoin Trust ETF (IBIT); 清倉: Proshares Ultrapro Short Qqq (SQQQ); 新建倉: Coeur Mining INC (CDE).

Brave Asset Management INC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1ZDZiff Davis INC+1.1%+11.93%加碼
2SPYSs Spdr S&p 500 ETF Trust-us+1.1%+30.05%加碼
3EFVIshares Msci Eafe Value ETF+0.7%+2.03%加碼
4GLWCorning INC+0.4%—不變
5AGGIshares Core U.s. Aggregate+0.3%+4.38%加碼
6VZVerizon Communications INC+0.1%+25.12%加碼
7VEUVanguard Ftse All-world Ex-u+0.1%+5.10%加碼
8IAUIshares Gold Trust+0.1%-5.00%減碼
9XOMExxon Mobil CORP+0.1%+5.14%加碼
10XLPSs Consumer Staples Sel Sect+0.1%+0.97%加碼
11NFLXNetflix INC+0.1%+71.07%加碼
12JNJJohnson & Johnson+0.1%-1.16%減碼
13CVXChevron CORP+0.1%+7.79%加碼
14VLOValero Energy CORP+0.1%—不變
15BACBank Of America CORP+0.1%+34.82%加碼
16TPLTexas Pacific Land CORP+0.1%—不變
17XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+1.35%加碼
18MRKMerck & Co. INC.+0.1%+3.13%加碼
19COPConocophillips+0.1%—不變
20APOApollo Global Management INC-0.1%—不變
21METAMeta Platforms Inc-class A-0.1%-26.12%減碼
22LLYEli Lilly & Co-0.1%—不變
23IBMIntl Business Machines CORP-0.1%—不變
24BXBlackstone INC-0.1%—不變
25PFFIshares Preferred & Income S-0.1%-37.67%減碼
26XLVSs Health Care Select Sector-0.1%+1.60%加碼
27XLYSs Consumer Disc Select Sect-0.2%+1.10%加碼
28AMZNAmazon.com INC-0.2%+0.16%加碼
29VOOVanguard S&p 500 ETF-0.2%+0.10%加碼
30AXPAmerican Express Co-0.3%—不變
31JPMJpmorgan Chase & Co-0.3%+0.76%加碼
32AAPLApple INC-0.4%+0.40%加碼
33GOOGAlphabet Inc-cl C-0.6%-4.03%減碼
34XLKSs Technology Select Sector-0.7%+0.32%加碼
35MSFTMicrosoft CORP-1%+1.89%加碼
36VBVanguard Small-cap ETF—NEW新建倉
37QQQInvesco Qqq Trust Series 1—EXIT清倉
38IBITIshares Bitcoin Trust ETF—EXIT清倉
39SQQQProshares Ultrapro Short Qqq—EXIT清倉
40CDECoeur Mining INC—NEW新建倉
41VGKVanguard Ftse Europe ETF—NEW新建倉
42NGDNNew Gold INC—EXIT清倉
43UNHUnitedhealth Group INC—EXIT清倉
44PRUPrudential Financial INC—NEW新建倉
45MTDRMatador Resources Co—NEW新建倉
46ACNAccenture plc—EXIT清倉
47✓ Totalenergies Se—NEW新建倉
48VWOVanguard Ftse Emerging Marke—NEW新建倉
49RSPInvesco S&p 500 Equal Weight—NEW新建倉
50FYBRFrontier Communications Pare—EXIT清倉

FAQ

Brave Asset Management INC 是什麼機構？屬於哪種投資人類型？
Brave Asset Management INC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$4.3億，分佈在 161 個已申報部位之中。
Brave Asset Management INC 目前前幾大持股有哪些？
根據最新 13F 申報，Brave Asset Management INC 按市值排列的前幾大持股為： 1. Ishares Msci Eafe Value ETF (EFV) — US$5484.5萬 (12.8%) 2. Ishares Core U.s. Aggregate (AGG) — US$3965.7萬 (9.3%) 3. Ss Technology Select Sector (XLK) — US$3555.8萬 (8.3%) 4. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2420.8萬 (5.7%) 5. Apple INC (AAPL) — US$2209.0萬 (5.2%)
Brave Asset Management INC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Brave Asset Management INC 共進行了 41 項顯著調整：新建倉 8 個部位、加碼 21 個既有持股、減碼 5 個部位，並完全清倉 7 個持股。 其中幅度最大的異動：新建倉: Vanguard Small-cap ETF (VB); 清倉: Invesco Qqq Trust Series 1 (QQQ); 清倉: Ishares Bitcoin Trust ETF (IBIT); 清倉: Proshares Ultrapro Short Qqq (SQQQ); 新建倉: Coeur Mining INC (CDE)
Brave Asset Management INC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Brave Asset Management INC 的主要板塊分佈如下： • Information Technology: 34.6% • Financials: 23.5% • Communication Services: 19.6% • Consumer Discretionary: 8.5% • Health Care: 6.7% • Energy: 2.5%