WA

WealthTrust Axiom LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$4.1億

申報季度: 2026-03-31 · 持股檔數: 290

WealthTrust Axiom LLC在最新一期 13F 報告中揭露了 290 項持股，申報期為 2026-03-31，總持股市值約為 US$4.1億，季度換手率為 18.5%。

機構性格雪花圖

集中度
5.6
持倉穩定性
18.47
動能／逆勢
100
產業集中度
42.47
多樣化
100
倉位均衡度
82.47

近期動向

  • 減碼 TTI

    -19.9%　-US$360.8萬

  • 減碼 MSFT

    -0.1%　-US$331.5萬

  • 減碼 ISSC

    -46.6%　-US$308.2萬

  • 減碼 IBM

    -1.1%　-US$236.3萬

  • 加碼 EPM

    +9.6%　US$288.6萬

  • 減碼 AAPL

    -0.5%　-US$152.8萬

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
1AAPLApple INC股票-科技4.88%-0.62%-0.54%
2KMIKinder Morgan INC股票-能源3.99%+0.55%-0.40%
3MSFTMicrosoft CORP股票-科技2.64%-0.98%-0.15%
4LYTSLsi Industries INC股票-其他2.64%—+0.14%
5IBMIntl Business Machines CORP股票-科技2.47%-0.72%-1.05%
6AEMAgnico Eagle Mines LTD股票-原物料2.43%+0.09%-9.21%
7EPMEvolution Petroleum CORP股票-其他2.41%+0.64%+9.63%
8TTITetra Technologies INC股票-其他2.38%-1.04%-19.87%
9FLDRFidelity Low Durat Fact ETFETF-其他2.17%+0.12%+11.48%
10GLWCorning INC股票-科技2.11%+0.17%-26.95%
11LLYEli Lilly & Co股票-醫療保健1.99%-0.51%-2.67%
12SLBSlb LTD股票-能源1.96%+0.44%+0.19%
13BMYBristol-myers Squibb Co股票-醫療保健1.81%+0.13%+0.09%
14PFEPfizer INC股票-醫療保健1.78%+0.24%+7.45%
15CSCOCisco Systems INC股票-科技1.66%—-0.47%
16NTRNutrien LTD股票-原物料1.65%—-14.57%
17PFFDGlobal X US Preferred ETFETF-其他1.49%—+0.75%
18GILDGilead Sciences INC股票-醫療保健1.45%+0.10%-0.99%
19VZVerizon Communications INC股票-通訊服務1.39%+0.19%-2.27%
20HWMHowmet Aerospace INC股票-工業1.34%+0.07%-2.01%
21JNJJohnson & Johnson股票-醫療保健1.26%+0.14%-0.41%
22NVSNovartis Ag-sponsored Adr股票-醫療保健1.23%+0.06%-0.44%
23MRKMerck & Co. INC.股票-醫療保健1.20%+0.10%+0.01%
24ISSCInnovative Solutions & Supp股票-其他1.04%-0.84%-46.60%
25CEGConstellation Energy股票-公用事業1.04%-0.33%+0.13%
26IRMIron Mountain INC股票-房地產0.99%+0.15%+0.09%
27ELVAElectrovaya INC股票-其他0.97%—-0.30%
28GSKGsk Plc-spon Adr股票-醫療保健0.94%+0.06%-0.23%
29FITBFifth Third Bancorp股票-金融0.89%—-1.21%
30TAt&t INC股票-通訊服務0.87%+0.09%-0.40%
31BRK-BBerkshire Hathaway Inc-cl B股票-其他0.84%—+0.45%
32EDConsolidated Edison INC股票-公用事業0.78%+0.06%-0.82%
33CVXChevron CORP股票-能源0.75%+0.16%-1.60%
34BABoeing Co/the股票-工業0.74%+0.46%+204.05%
35DOCUDocusign INC股票-科技0.69%+0.69%NEW
36NATNordic American Tankers Limited股票-其他0.69%+0.23%-8.33%
37XOMExxon Mobil CORP股票-能源0.68%+0.16%-2.43%
38NEENextera Energy INC股票-公用事業0.68%+0.06%+0.00%
39AMZNAmazon.com INC股票-循環性消費0.66%—+2.24%
40TDToronto-dominion Bank股票-金融0.61%—-0.78%
41VICIVici Properties INC股票-房地產0.61%+0.38%+180.50%
42ETGEaton Vance T/a Gl Dvd Incm股票-其他0.59%-0.13%-2.60%
43EVRGEvergy INC股票-公用事業0.58%—-0.67%
44NVONovo-nordisk A/s-spons Adr股票-醫療保健0.58%—+38.20%
45EXCExelon CORP股票-公用事業0.57%—+0.27%
46NVDANvidia CORP股票-科技0.56%—+1.27%
47CMSCms Energy CORP股票-公用事業0.50%——
48CRNTCeragon Networks Ltd.股票-其他0.50%—+4.87%
49OKEOneok INC股票-能源0.47%+0.07%+0.09%
50DUKDuke Energy CORP股票-公用事業0.46%—+0.01%
1–50 of 290

本季持股變動

WealthTrust Axiom LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Docusign INC (DOCU); 清倉: Amcor plc (AMCR); 新建倉: Amcor plc (AMCR); 新建倉: Oddity Tech Ltd. (ODD); 新建倉: Pacer US Cash Cows 100 ETF (COWZ).

WealthTrust Axiom LLC 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
1EPMEvolution Petroleum CORP+0.6%+9.63%加碼
2KMIKinder Morgan INC+0.6%-0.40%減碼
3BABoeing Co/the+0.5%+204.05%加碼
4SLBSlb LTD+0.4%+0.19%加碼
5VICIVici Properties INC+0.4%+180.50%加碼
6PFEPfizer INC+0.2%+7.45%加碼
7NATNordic American Tankers Limited+0.2%-8.33%減碼
8VZVerizon Communications INC+0.2%-2.27%減碼
9GLWCorning INC+0.2%-26.95%減碼
10CVXChevron CORP+0.2%-1.60%減碼
11XOMExxon Mobil CORP+0.2%-2.43%減碼
12IRMIron Mountain INC+0.2%+0.09%加碼
13JNJJohnson & Johnson+0.1%-0.41%減碼
14BMYBristol-myers Squibb Co+0.1%+0.09%加碼
15FLDRFidelity Low Durat Fact ETF+0.1%+11.48%加碼
16EQNREquinor Asa-spon Adr+0.1%—不變
17GILDGilead Sciences INC+0.1%-0.99%減碼
18MRKMerck & Co. INC.+0.1%+0.01%加碼
19PPLPpl CORP+0.1%+124.86%加碼
20AEMAgnico Eagle Mines LTD+0.1%-9.21%減碼
21TAt&t INC+0.1%-0.40%減碼
22PWRQuanta Services INC+0.1%+5.42%加碼
23PSXPhillips 66+0.1%+0.41%加碼
24HWMHowmet Aerospace INC+0.1%-2.01%減碼
25SHELShell Plc-adr+0.1%+1.14%加碼
26OKEOneok INC+0.1%+0.09%加碼
27GEVGE Vernova INC+0.1%+0.63%加碼
28NVSNovartis Ag-sponsored Adr+0.1%-0.44%減碼
29GSKGsk Plc-spon Adr+0.1%-0.23%減碼
30NEENextera Energy INC+0.1%+0.00%加碼
31EDConsolidated Edison INC+0.1%-0.82%減碼
32ADPAutomatic Data Processing-0.1%—不變
33AXPAmerican Express Co-0.1%—不變
34ORCLOracle CORP-0.1%+0.40%加碼
35MUMicron Technology INC-0.1%-45.36%減碼
36ETGEaton Vance T/a Gl Dvd Incm-0.1%-2.60%減碼
37AMDAdvanced Micro Devices-0.2%-74.57%減碼
38USASAmericas Gold And Silver Cor-0.3%-45.27%減碼
39CEGConstellation Energy-0.3%+0.13%加碼
40LLYEli Lilly & Co-0.5%-2.67%減碼
41AAPLApple INC-0.6%-0.54%減碼
42IBMIntl Business Machines CORP-0.7%-1.05%減碼
43ISSCInnovative Solutions & Supp-0.8%-46.60%減碼
44MSFTMicrosoft CORP-1%-0.15%減碼
45TTITetra Technologies INC-1%-19.87%減碼
46DOCUDocusign INC—NEW新建倉
47AMCRAmcor plc—EXIT清倉
48AMCRAmcor plc—NEW新建倉
49ODDOddity Tech Ltd.—NEW新建倉
50COWZPacer US Cash Cows 100 ETF—NEW新建倉

FAQ

WealthTrust Axiom LLC 是什麼機構？屬於哪種投資人類型？
WealthTrust Axiom LLC 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$4.1億，分佈在 290 個已申報部位之中。
WealthTrust Axiom LLC 目前前幾大持股有哪些？
根據最新 13F 申報，WealthTrust Axiom LLC 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$1984.7萬 (4.9%) 2. Kinder Morgan INC (KMI) — US$1623.0萬 (4.0%) 3. Microsoft CORP (MSFT) — US$1074.8萬 (2.6%) 4. Lsi Industries INC (LYTS) — US$1072.0萬 (2.6%) 5. Intl Business Machines CORP (IBM) — US$1005.3萬 (2.5%)
WealthTrust Axiom LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，WealthTrust Axiom LLC 共進行了 47 項顯著調整：新建倉 4 個部位、加碼 18 個既有持股、減碼 24 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Docusign INC (DOCU); 清倉: Amcor plc (AMCR); 新建倉: Amcor plc (AMCR); 新建倉: Oddity Tech Ltd. (ODD); 新建倉: Pacer US Cash Cows 100 ETF (COWZ)
WealthTrust Axiom LLC 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，WealthTrust Axiom LLC 的主要板塊分佈如下： • Information Technology: 24.5% • Health Care: 18.5% • Energy: 14.7% • Utilities: 7.7% • Financials: 7.0% • Industrials: 7.0%