SI

SeaBridge Investment Advisors 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$5.9亿

申报季度: 2026-03-31 · 持股只数: 188

SeaBridge Investment Advisors LLC在最新一期 13F 报告中披露了 188 项持股，申报期为 2026-03-31，总持股市值约为 US$5.9亿，季度换手率为 27.1%。

机构性格雪花图

集中度
6.46
持仓稳定性
27.1
动能／逆势
100
行业集中度
67.53
多样化
100
仓位均衡度
85.69

近期动向

  • 减仓 RSP

    -91.6%　-US$1249.4万

  • 加仓 ITB

    +1658.2%　US$545.5万

  • 加仓 GS

    +566.8%　US$344.3万

  • 减仓 TMO

    -44.4%　-US$321.5万

  • 减仓 TMUS

    -93.4%　-US$288.2万

  • 加仓 PWR

    +23.9%　US$256.5万

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
1AAPLApple INC股票-科技3.72%—+7.17%
2TSMTaiwan Semiconductor-sp Adr股票-科技3.63%—-11.03%
3VMBSVanguard Mortgage-backed SecETF-其他3.59%—+2.25%
4IEFIshares 7-10 Year Treasury BETF-政府公债3.36%—+0.57%
5JMBSJanus Henderson Mortg BackedETF-其他3.20%—+0.92%
6GOOGLAlphabet Inc-cl A股票-通信服务3.13%—+9.58%
7PFFIshares Preferred & Income SETF-其他3.06%+0.41%+15.07%
8MSFTMicrosoft CORP股票-科技2.64%-0.39%+11.07%
9SPTSSs Spdr P St Term Tsy ETFETF-其他2.44%—-2.82%
10BRK-BBerkshire Hathaway Inc-cl B股票-其他2.28%—+13.44%
11JAAAJanus Henderson Aaa Clo ETFETF-其他2.09%—+8.95%
12METAMeta Platforms Inc-class A股票-通信服务2.00%—+17.71%
13RINGIshares Msci Global Gold MinETF-避险与商品1.73%+0.28%+8.52%
14GOOGAlphabet Inc-cl C股票-通信服务1.65%-0.20%-5.09%
15WPMWheaton Precious Metals CORP股票-原材料1.60%—-4.15%
16JPMJpmorgan Chase & Co股票-金融1.60%—+12.48%
17STXSeagate Technology Holdings plc股票-科技1.44%+0.32%-11.94%
18AMGNAmgen INC股票-医疗保健1.41%+0.34%+19.90%
19SPOTSpotify Technology S.A.股票-通信服务1.37%—+7.30%
20DFUSDimensional US Eq Mkt ETFETF-其他1.32%—-0.31%
21AMZNAmazon.com INC股票-周期性消费1.32%-0.16%-3.78%
22EBNDState Street Spdr BloombergETF-其他1.27%—+16.43%
23SPIPSs Spdr P Tips ETFETF-其他1.26%—+1.64%
24IGSBIshares 1-5y Inv Grade CORPETF-其他1.26%—+1.50%
25AVGOBroadcom INC股票-科技1.25%-0.32%-13.28%
26ASMLASML Holding N.V.股票-科技1.23%+0.26%-0.24%
27NFLXNetflix INC股票-通信服务1.14%+0.34%+36.55%
28PWRQuanta Services INC股票-工业1.14%+0.45%+23.90%
29MUMicron Technology INC股票-科技1.12%+0.36%+22.64%
30FERGFerguson Enterprises INC股票-工业1.07%+0.22%+16.91%
31WCCWesco International INC股票-工业1.02%+0.28%+20.34%
32RTXRtx CORP股票-工业1.02%+0.25%+22.45%
33ITBIshares U.s. Home ConstructiETF-其他0.98%+0.92%+1658.16%
34AMDAdvanced Micro Devices股票-科技0.94%—+22.86%
35WMTWalmart INC股票-非周期性消费0.93%+0.24%+18.04%
36TELTE Connectivity plc股票-科技0.92%—+12.49%
37NTRANatera INC股票-医疗保健0.89%—+21.14%
38EQTEqt CORP股票-能源0.86%+0.31%+27.44%
39BABAAlibaba Group Holding-sp Adr股票-周期性消费0.82%—+18.55%
40NVDANvidia CORP股票-科技0.78%—+2.97%
41IVVIshares Core S&p 500 ETFETF-大型股与成长0.78%—+2.11%
42LOWLowe's Cos INC股票-周期性消费0.76%—+21.67%
43SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.75%—+2.24%
44SYKStryker CORP股票-医疗保健0.73%+0.27%+67.55%
45ARAntero Resources CORP股票-能源0.72%+0.31%+37.27%
46GSGoldman Sachs Group INC股票-金融0.69%+0.59%+566.80%
47PGRProgressive CORP股票-金融0.68%+0.68%NEW
48HDHome Depot INC股票-周期性消费0.67%—-2.07%
49SAROStandardaero INC股票-其他0.66%+0.39%+161.63%
50CNXCnx Resources CORP股票-能源0.66%+0.20%+33.88%
1–50 of 188

本季持股变动

SeaBridge Investment Advisors LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ishares S&p 500 Growth ETF (IVW); 清仓: Ishares Europe ETF (IEV); 清仓: Danaher CORP (DHR); 新建仓: Progressive CORP (PGR); 新建仓: Cameco CORP (CCJ).

SeaBridge Investment Advisors LLC 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
1ITBIshares U.s. Home Constructi+0.9%+1658.16%加仓
2GSGoldman Sachs Group INC+0.6%+566.80%加仓
3PWRQuanta Services INC+0.5%+23.90%加仓
4PFFIshares Preferred & Income S+0.4%+15.07%加仓
5SAROStandardaero INC+0.4%+161.63%加仓
6MUMicron Technology INC+0.4%+22.64%加仓
7NFLXNetflix INC+0.3%+36.55%加仓
8AMGNAmgen INC+0.3%+19.90%加仓
9STXSeagate Technology Holdings plc+0.3%-11.94%减仓
10ARAntero Resources CORP+0.3%+37.27%加仓
11EQTEqt CORP+0.3%+27.44%加仓
12WCCWesco International INC+0.3%+20.34%加仓
13RINGIshares Msci Global Gold Min+0.3%+8.52%加仓
14SYKStryker CORP+0.3%+67.55%加仓
15ASMLASML Holding N.V.+0.3%-0.24%减仓
16RTXRtx CORP+0.3%+22.45%加仓
17SNDKSandisk CORP+0.2%-26.93%减仓
18WMTWalmart INC+0.2%+18.04%加仓
19FERGFerguson Enterprises INC+0.2%+16.91%加仓
20CNXCnx Resources CORP+0.2%+33.88%加仓
21MTDMettler-toledo International+0.2%+60.26%加仓
22AMZNAmazon.com INC-0.2%-3.78%减仓
23ICLRICON Public Limited Company-0.2%+16.35%加仓
24GOOGAlphabet Inc-cl C-0.2%-5.09%减仓
25IJHIshares Core S&p Midcap ETF-0.2%-38.37%减仓
26ICEIntercontinental Exchange In-0.2%-25.45%减仓
27DEDeere & Co-0.3%-55.03%减仓
28NRGNrg Energy INC-0.3%-86.31%减仓
29AVGOBroadcom INC-0.3%-13.28%减仓
30WRBWr Berkley CORP-0.3%-73.15%减仓
31FWONKLiberty Media Corp-formula-c-0.4%-72.66%减仓
32MSFTMicrosoft CORP-0.4%+11.07%加仓
33TMUST-mobile US INC-0.5%-93.40%减仓
34TMOThermo Fisher Scientific INC-0.5%-44.37%减仓
35RSPInvesco S&p 500 Equal Weight-2.1%-91.62%减仓
36IVWIshares S&p 500 Growth ETF—EXIT清仓
37IEVIshares Europe ETF—EXIT清仓
38DHRDanaher CORP—EXIT清仓
39PGRProgressive CORP—NEW新建仓
40CCJCameco CORP—NEW新建仓
41BUDAnheuser-busch Inbev-spn Adr—EXIT清仓
42TSITcw Strategic Income Fund—EXIT清仓
43IVEIshares S&p 500 Value ETF—EXIT清仓
44FLBRFranklin Ftse Brazil ETF—NEW新建仓
45MSMorgan Stanley—NEW新建仓
46KWEBKranesh Csi China Internet—EXIT清仓
47EMXCIshares Msci Emr Mrk Ex Chna—EXIT清仓
48FXIIshares China Large-cap ETF—EXIT清仓
49UECUranium Energy CORP—NEW新建仓
50TYLTyler Technologies INC—NEW新建仓

FAQ

SeaBridge Investment Advisors LLC 是什么机构？属于哪种投资人类型？
SeaBridge Investment Advisors 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$5.9亿，分布在 188 个已申报仓位之中。
SeaBridge Investment Advisors LLC 目前前几大持股有哪些？
根据最新 13F 申报，SeaBridge Investment Advisors LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$2200.4万 (3.7%) 2. Taiwan Semiconductor-sp Adr (TSM) — US$2147.6万 (3.6%) 3. Vanguard Mortgage-backed Sec (VMBS) — US$2121.0万 (3.6%) 4. Ishares 7-10 Year Treasury B (IEF) — US$1985.5万 (3.4%) 5. Janus Henderson Mortg Backed (JMBS) — US$1888.5万 (3.2%)
SeaBridge Investment Advisors LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，SeaBridge Investment Advisors LLC 共进行了 50 项显著调整：新建仓 6 个仓位、加仓 20 个既有持股、减仓 15 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：清仓: Ishares S&p 500 Growth ETF (IVW); 清仓: Ishares Europe ETF (IEV); 清仓: Danaher CORP (DHR); 新建仓: Progressive CORP (PGR); 新建仓: Cameco CORP (CCJ)
SeaBridge Investment Advisors 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，SeaBridge Investment Advisors LLC 的主要板块分布如下： • Information Technology: 36.8% • Communication Services: 19.7% • Financials: 18.2% • Consumer Discretionary: 10.6% • Health Care: 5.7% • Industrials: 4.3%