SC

Smh Capital Advisors INC

產業集中型逆勢操作型高品質投資策略

申報總市值

US$3294.5萬

申報季度: 2026-03-31 · 持股檔數: 38

SMH CAPITAL ADVISORS INC在最新一期 13F 報告中揭露了 38 項持股，申報期為 2026-03-31，總持股市值約為 US$3294.5萬，季度換手率為 52.9%。

機構性格雪花圖

集中度
57.69
持倉穩定性
52.92
動能／逆勢
0
產業集中度
100
多樣化
76
倉位均衡度
78.55

近期動向

  • 加碼 CSWC 5.125 11-15-29

    -99.9%　-US$43.3萬

  • 加碼 TRIN

    -98.5%　US$1.5萬

  • 加碼 RIOT 0.75 01-15-30

    -99.9%　US$2.1萬

  • 加碼 VICI

    -97.3%　-US$4.6萬

  • 加碼 RITM

    -98.3%　US$23.4萬

  • 加碼 WT 3.25 08-15-29

    -99.9%　US$14.7萬

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

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1TRINTrinity Capital INC股票-其他13.48%+2.55%-98.53%
2CSWCCapital Southwest CORP股票-其他9.28%—-97.79%
3VICIVici Properties INC股票-房地產7.15%+1.24%-97.28%
4RIOT 0.75 01-15-30Riot Platforms INC股票-金融6.76%+1.30%-99.89%
5SMSm Energy Co股票-能源6.25%+3.54%NEW
6PSECProspect Capital CORP股票-其他5.96%—-99.74%
7MAINMain Street Capital CORP股票-金融5.36%+0.72%-94.70%
8CGCarlyle Group Inc/the股票-金融4.88%+0.50%-95.18%
9WT 3.25 08-15-29Wisdomtree INC股票-其他3.99%+1.04%-99.85%
10ATEC 0.75 03-15-30Alphatec Holdings INC股票-其他3.84%+2.18%NEW
11HTGCHercules Capital INC股票-金融3.25%+0.27%-98.52%
12SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長2.86%+0.48%-34.92%
13MARA 0 06-01-31Mara Holdings INC股票-金融2.45%+0.54%-99.91%
14VWOVanguard Ftse Emerging MarkeETF-新興市場2.23%—-94.60%
15DKSDick's Sporting Goods INC股票-循環性消費2.16%—-80.19%
16HASIHa Sustainable Infrastructur股票-金融1.71%+0.41%-96.34%
17ADXAdams Diversified Equity股票-其他1.54%+0.25%-97.78%
18WTWisdomtree INC股票-其他1.47%+0.40%-98.46%
19NXDTNexpoint Diversified Real Es股票-其他1.46%+0.37%-99.53%
20CSQCalamos Strat Ttl Rtrn Fnd股票-其他1.36%+0.19%-98.29%
21XNIEXVirtus Equity & Convertible股票-其他1.35%+0.22%-97.64%
22IIPRInnovative Industrial Proper股票-房地產1.31%+0.27%-94.99%
23XGDVXGabelli Dividend & Income Tr股票-其他1.31%—-97.31%
24EZPWEzcorp Inc-cl A股票-其他1.24%+0.70%NEW
25HYTBlackrock CORP Hi Yld股票-其他1.22%+0.21%-99.15%
26XEVTXEaton Vance Tax-adv Dvd INC股票-其他1.18%—-97.55%
27HTDJohn Hancock Tax Adv Dvd INC股票-其他1.16%+0.24%-97.52%
28AMTAmerican Tower CORP股票-房地產1.11%—-82.75%
29LYFT 0.625 03-01-29Lyft INC股票-科技1.08%+0.12%-99.90%
30QQQInvesco Qqq Trust Series 1ETF-科技型1.08%+0.17%-42.24%
31EFAIshares Msci Eafe ETFETF-其他0.22%—-90.30%
32APOApollo Global Management INC股票-金融0.11%+0.09%-88.75%
33CSWC 5.125 11-15-29Capital Southwest CORP股票-其他0.06%+10.73%-99.90%
34OWLBlue Owl Capital INC股票-金融0.04%+0.35%-98.83%
35RITMRithm Capital CORP股票-房地產0.03%+1.10%-98.26%
36XAWFXAlliancebernstein Gl Hi INC股票-其他0.01%+0.23%-98.97%
37CGBDCarlyle Secured Lending INC股票-其他0.01%+0.18%-98.91%
38BTZBlackrock Credit Allocation股票-其他0.01%+0.20%-98.98%

本季持股變動

Smh Capital Advisors INC 在 2026-03-31 最顯著的持倉異動： 清倉: Wisdomtree Investments (WT 3.25 06-15-26); 清倉: Ss Spdr P High Yield ETF (SPHY); 新建倉: Sm Energy Co (SM); 新建倉: Alphatec Holdings INC (ATEC 0.75 03-15-30); 清倉: Civitas Resources INC (CIVI).

Smh Capital Advisors 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
1CSWC 5.125 11-15-29Capital Southwest CORP+10.7%-99.90%減碼
2TRINTrinity Capital INC+2.6%-98.53%減碼
3RIOT 0.75 01-15-30Riot Platforms INC+1.3%-99.89%減碼
4VICIVici Properties INC+1.2%-97.28%減碼
5RITMRithm Capital CORP+1.1%-98.26%減碼
6WT 3.25 08-15-29Wisdomtree INC+1%-99.85%減碼
7MAINMain Street Capital CORP+0.7%-94.70%減碼
8MARA 0 06-01-31Mara Holdings INC+0.5%-99.91%減碼
9CGCarlyle Group Inc/the+0.5%-95.18%減碼
10SPYSs Spdr S&p 500 ETF Trust-us+0.5%-34.92%減碼
11HASIHa Sustainable Infrastructur+0.4%-96.34%減碼
12WTWisdomtree INC+0.4%-98.46%減碼
13NXDTNexpoint Diversified Real Es+0.4%-99.53%減碼
14OWLBlue Owl Capital INC+0.4%-98.83%減碼
15HTGCHercules Capital INC+0.3%-98.52%減碼
16IIPRInnovative Industrial Proper+0.3%-94.99%減碼
17ADXAdams Diversified Equity+0.3%-97.78%減碼
18HTDJohn Hancock Tax Adv Dvd INC+0.2%-97.52%減碼
19XAWFXAlliancebernstein Gl Hi INC+0.2%-98.97%減碼
20XNIEXVirtus Equity & Convertible+0.2%-97.64%減碼
21HYTBlackrock CORP Hi Yld+0.2%-99.15%減碼
22BTZBlackrock Credit Allocation+0.2%-98.98%減碼
23CSQCalamos Strat Ttl Rtrn Fnd+0.2%-98.29%減碼
24CGBDCarlyle Secured Lending INC+0.2%-98.91%減碼
25QQQInvesco Qqq Trust Series 1+0.2%-42.24%減碼
26LYFT 0.625 03-01-29Lyft INC+0.1%-99.90%減碼
27APOApollo Global Management INC+0.1%-88.75%減碼
28WT 3.25 06-15-26Wisdomtree Investments—EXIT清倉
29SPHYSs Spdr P High Yield ETF—EXIT清倉
30SMSm Energy Co—NEW新建倉
31ATEC 0.75 03-15-30Alphatec Holdings INC—NEW新建倉
32CIVICivitas Resources INC—EXIT清倉
33SMCI 3.5 03-01-29Super Micro Computer INC—EXIT清倉
34ORealty Income CORP—EXIT清倉
35HPKHighpeak Energy INC—EXIT清倉
36GVA 3.25 06-15-30Granite Construction INC—EXIT清倉
37FUBOGBPFubotv INC—EXIT清倉
38EZPWEzcorp Inc-cl A—NEW新建倉
39TPGTpg INC—EXIT清倉
40BL 1 06-01-29Blackline INC—EXIT清倉
41RQICohen & Steers Qual INC Rlty—EXIT清倉
42SLQTSelectquote INC—EXIT清倉
43BITBlackrock Multi-sector INC—EXIT清倉
44NADNuveen Quality Municipal INC—EXIT清倉
45XNEAXNuveen Amt-fr Qlty Muni INC—EXIT清倉
46AFBAllianceberstein Ntl Muni—EXIT清倉
47TEITempleton Emrg Mkts INC—EXIT清倉
48EIMEaton Vance Municipal Bond—EXIT清倉
49GROWU.s. Global Investors Inc-a—EXIT清倉
50AFCGAdvanced Flower Capital INC—EXIT清倉

FAQ

Smh Capital Advisors INC 是什麼機構？屬於哪種投資人類型？
Smh Capital Advisors 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$3294.5萬，分佈在 38 個已申報部位之中。
Smh Capital Advisors INC 目前前幾大持股有哪些？
根據最新 13F 申報，Smh Capital Advisors INC 按市值排列的前幾大持股為： 1. Trinity Capital INC (TRIN) — US$251.7萬 (13.5%) 2. Capital Southwest CORP (CSWC) — US$173.3萬 (9.3%) 3. Vici Properties INC (VICI) — US$133.5萬 (7.2%) 4. Riot Platforms INC (RIOT 0.75 01-15-30) — US$126.2萬 (6.8%) 5. Sm Energy Co (SM) — US$116.8萬 (6.3%)
Smh Capital Advisors INC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Smh Capital Advisors INC 共進行了 50 項顯著調整：新建倉 3 個部位、加碼 0 個既有持股、減碼 27 個部位，並完全清倉 20 個持股。 其中幅度最大的異動：清倉: Wisdomtree Investments (WT 3.25 06-15-26); 清倉: Ss Spdr P High Yield ETF (SPHY); 新建倉: Sm Energy Co (SM); 新建倉: Alphatec Holdings INC (ATEC 0.75 03-15-30); 清倉: Civitas Resources INC (CIVI)
Smh Capital Advisors 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，Smh Capital Advisors INC 的主要板塊分佈如下： • Financials: 57.1% • Real Estate: 24.8% • Energy: 12.0% • Consumer Discretionary: 4.1% • Information Technology: 2.1%