GW

Greenwich Wealth Management LLC

產業集中型趨勢追蹤型

申報總市值

US$24.5億

申報季度: 2026-03-31 · 持股檔數: 308

Greenwich Wealth Management LLC在最新一期 13F 報告中揭露了 308 項持股，申報期為 2026-03-31，總持股市值約為 US$24.5億，季度換手率為 28.0%。

機構性格雪花圖

集中度
37.43
持倉穩定性
28
動能／逆勢
100
產業集中度
100
多樣化
100
倉位均衡度
47.26

近期動向

  • 加碼 FUTU

    +141.6%　US$8433.1萬

  • 減碼 NMAX

    0.0%　-US$5721.6萬

  • 加碼 HOOD

    +2238.9%　US$7376.2萬

  • 加碼 SPY

    +41.0%　US$5753.6萬

  • 減碼 TSLA

    -96.3%　-US$2269.4萬

  • 加碼 IBKR

    +8.0%　US$7491.2萬

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 307 大持股（共 308 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
1IBKRInteractive Brokers Gro-cl A股票-金融27.17%+0.82%+8.04%
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長9.17%+1.72%+40.98%
3FUTUFutu Holdings Ltd-adr股票-金融6.85%+3.13%+141.58%
4NMAXNewsmax INC股票-其他4.86%-3.00%—
5HOODRobinhood Markets INC - A股票-金融3.24%+2.99%+2238.87%
6GOOGAlphabet Inc-cl C股票-通訊服務1.67%-0.33%-0.08%
7AAPLApple INC股票-科技1.60%-0.28%-0.54%
862CPiper Sandler Cos股票-其他1.30%-0.28%+299.97%
9QQQInvesco Qqq Trust Series 1ETF-科技型1.29%-0.24%-2.00%
10GBTCGrayscale Bitcoin Trust ETFETF-加密貨幣1.27%-0.53%-0.16%
11SLVIshares Silver TrustETF-避險與商品1.23%—-0.40%
12ORCLOracle CORP股票-科技1.12%-0.50%—
13SCHWSchwab (charles) CORP股票-金融1.08%-0.38%-14.58%
14CCJCameco CORP股票-能源1.05%+0.08%+0.13%
15WYNNWynn Resorts LTD股票-循環性消費1.04%-0.30%—
16GLDSpdr Gold SharesETF-避險與商品1.00%—+0.26%
17NVDANvidia CORP股票-科技0.96%-0.17%-0.13%
18PLTRPalantir Technologies Inc-a股票-科技0.96%-0.33%-1.46%
19THMIntl Tower Hill Mines LTD股票-其他0.94%+0.94%NEW
20JSIJh Securitized Income ETFETF-其他0.93%—+1.55%
21MSFTMicrosoft CORP股票-科技0.85%-0.34%+1.88%
22PYPLPaypal Holdings INC股票-金融0.84%+0.51%+262.01%
23CBOECboe Global Markets INC股票-金融0.81%+0.02%+0.02%
24AMATApplied Materials INC股票-科技0.75%+0.13%-0.22%
25NGNovagold Resources INC股票-其他0.73%——
26COINCoinbase Global INC -class A股票-金融0.71%-0.30%-0.01%
27UYLDAngel Oak Ultrashort IncomeETF-其他0.66%-0.17%-12.86%
28JPIEJpmorgan Income ETFETF-其他0.65%—-0.92%
29SGOVIshares 0-3 Month Treasury BETF-政府公債0.63%+0.17%+49.61%
30IBMIntl Business Machines CORP股票-科技0.57%-0.19%+0.65%
31WYWeyerhaeuser Co股票-房地產0.55%——
32VNLAJanus Henderson Short DuratiETF-其他0.54%-0.23%-23.03%
33AVLVAvantis US Large Cap ValueETF-大型股與成長0.53%—-6.05%
34ETOReToro Group Ltd.股票-其他0.53%+0.38%+345.60%
35REGNRegeneron Pharmaceuticals股票-醫療保健0.51%—-0.12%
36JAAAJanus Henderson Aaa Clo ETFETF-其他0.48%—-11.64%
37AVUVAvantis US Small Cap ValueETF-中小型股0.48%+0.04%+9.51%
38AXONAxon Enterprise INC股票-工業0.47%-0.21%—
39SAMTStrategas Macro Them OppsETF-其他0.45%—+6.41%
40PHParker Hannifin CORP股票-工業0.45%—-0.04%
41WDCWestern Digital CORP股票-科技0.44%+0.14%+0.25%
42ROEAst US Eq Wgt Qlty Kings ETFETF-其他0.42%+0.11%+49.09%
43STIPIshares 0-5 Year Tips Bond EETF-其他0.40%+0.40%NEW
44FCXFreeport-mcmoran INC股票-原物料0.39%—-0.48%
45MELIMercadolibre INC股票-循環性消費0.39%—-0.36%
46TTTrane Technologies plc股票-工業0.39%—+0.12%
47GSGoldman Sachs Group INC股票-金融0.39%-0.75%-61.77%
48CARYAngel Oak Income ETFETF-其他0.38%—+13.77%
49OPYOppenheimer Holdings-cl A股票-其他0.37%—-19.32%
50VOOVanguard S&p 500 ETFETF-大型股與成長0.36%—-2.15%
1–50 of 307

本季持股變動

Greenwich Wealth Management LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Intl Tower Hill Mines LTD (THM); 新建倉: Ishares 0-5 Year Tips Bond E (STIP); 新建倉: Mp Materials CORP (MP); 清倉: Global X Copper Miners ETF (COPX); 清倉: Vanguard Short Tax-ex Bond (VSDM).

Greenwich Wealth Management 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
1FUTUFutu Holdings Ltd-adr+3.1%+141.58%加碼
2HOODRobinhood Markets INC - A+3%+2238.87%加碼
3SPYSs Spdr S&p 500 ETF Trust-us+1.7%+40.98%加碼
4IBKRInteractive Brokers Gro-cl A+0.8%+8.04%加碼
5PYPLPaypal Holdings INC+0.5%+262.01%加碼
6ETOReToro Group Ltd.+0.4%+345.60%加碼
7SNDKSandisk CORP+0.2%-0.89%減碼
8SGOVIshares 0-3 Month Treasury B+0.2%+49.61%加碼
9WDCWestern Digital CORP+0.1%+0.25%加碼
10AMATApplied Materials INC+0.1%-0.22%減碼
11ROEAst US Eq Wgt Qlty Kings ETF+0.1%+49.09%加碼
12CCJCameco CORP+0.1%+0.13%加碼
13BGBunge Global SA+0.1%-1.21%減碼
14AVUVAvantis US Small Cap Value0%+9.51%加碼
15CBOECboe Global Markets INC0%+0.02%加碼
16GLDSpdr Gold Shares—+0.26%加碼
17JMBSJanus Henderson Mortg Backed-0.1%-86.77%減碼
18HPQHp INC-0.1%-53.55%減碼
19VCRMVanguard Core Tax-ex Bond-0.1%-50.54%減碼
20DOCUDocusign INC-0.1%+0.14%加碼
21GWREGuidewire Software INC-0.1%+0.24%加碼
22BENFranklin Resources INC-0.2%-50.93%減碼
23UYLDAngel Oak Ultrashort Income-0.2%-12.86%減碼
24NVDANvidia CORP-0.2%-0.13%減碼
25FFord Motor Co-0.2%-79.55%減碼
26IBMIntl Business Machines CORP-0.2%+0.65%加碼
27AXONAxon Enterprise INC-0.2%—不變
28VNLAJanus Henderson Short Durati-0.2%-23.03%減碼
29QQQInvesco Qqq Trust Series 1-0.2%-2.00%減碼
3062CPiper Sandler Cos-0.3%+299.97%加碼
31AAPLApple INC-0.3%-0.54%減碼
32COINCoinbase Global INC -class A-0.3%-0.01%減碼
33WYNNWynn Resorts LTD-0.3%—不變
34PLTRPalantir Technologies Inc-a-0.3%-1.46%減碼
35GOOGAlphabet Inc-cl C-0.3%-0.08%減碼
36MSFTMicrosoft CORP-0.3%+1.88%加碼
37SCHWSchwab (charles) CORP-0.4%-14.58%減碼
38ORCLOracle CORP-0.5%—不變
39GBTCGrayscale Bitcoin Trust ETF-0.5%-0.16%減碼
40GSGoldman Sachs Group INC-0.8%-61.77%減碼
41TSLATesla INC-1%-96.30%減碼
42NMAXNewsmax INC-3%—不變
43THMIntl Tower Hill Mines LTD—NEW新建倉
44STIPIshares 0-5 Year Tips Bond E—NEW新建倉
45MPMp Materials CORP—NEW新建倉
46COPXGlobal X Copper Miners ETF—EXIT清倉
47VSDMVanguard Short Tax-ex Bond—EXIT清倉
48JFLXJpmorgan Flexible Debt ETF—NEW新建倉
49HPEHewlett Packard Enterprise—EXIT清倉
50SYU1Synovus Financial CORP—EXIT清倉

FAQ

Greenwich Wealth Management LLC 是什麼機構？屬於哪種投資人類型？
Greenwich Wealth Management 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$24.5億，分佈在 308 個已申報部位之中。
Greenwich Wealth Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Greenwich Wealth Management LLC 按市值排列的前幾大持股為： 1. Interactive Brokers Gro-cl A (IBKR) — US$6.7億 (27.2%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2.2億 (9.2%) 3. Futu Holdings Ltd-adr (FUTU) — US$1.7億 (6.8%) 4. Newsmax INC (NMAX) — US$1.2億 (4.9%) 5. Robinhood Markets INC - A (HOOD) — US$7929.5萬 (3.2%)
Greenwich Wealth Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Greenwich Wealth Management LLC 共進行了 46 項顯著調整：新建倉 4 個部位、加碼 18 個既有持股、減碼 20 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：新建倉: Intl Tower Hill Mines LTD (THM); 新建倉: Ishares 0-5 Year Tips Bond E (STIP); 新建倉: Mp Materials CORP (MP); 清倉: Global X Copper Miners ETF (COPX); 清倉: Vanguard Short Tax-ex Bond (VSDM)
Greenwich Wealth Management 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，Greenwich Wealth Management LLC 的主要板塊分佈如下： • Financials: 66.3% • Information Technology: 14.5% • Industrials: 3.5% • Consumer Discretionary: 3.5% • Communication Services: 3.1% • Health Care: 2.9%