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B & T Capital Management DBA Alpha Capital Management

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$6.9亿

申报季度: 2026-03-31 · 持股只数: 115

B & T Capital Management DBA Alpha Capital Management在最新一期 13F 报告中披露了 115 项持股，申报期为 2026-03-31，总持股市值约为 US$6.9亿，季度换手率为 20.3%。

机构性格雪花图

集中度
13.08
持仓稳定性
20.26
动能／逆势
100
行业集中度
42.45
多样化
100
仓位均衡度
83.32

近期动向

  • 减仓 BIL

    -73.5%　-US$1075.7万

  • 减仓 BRK-B

    -89.7%　-US$746.6万

  • 加仓 BND

    +5.7%　US$410.1万

  • 减仓 SOFI

    -16.1%　-US$417.2万

  • 加仓 VNQ

    +14.3%　US$264.1万

  • 加仓 XOM

    -3.8%　US$256.1万

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
1BNDVanguard Total Bond MarketETF-其他12.27%+0.92%+5.71%
2QQQInvesco Qqq Trust Series 1ETF-科技型7.68%-0.26%+0.12%
3VIGIVanguard Int Div App Indx FdETF-其他3.95%—+2.32%
4VNQVanguard Real Estate ETFETF-其他3.01%+0.45%+14.29%
5SCHXSchwab US Large-cap ETFETF-其他2.94%-0.12%-2.00%
6SCHGSchwab US Large-cap GrowthETF-其他2.74%-0.30%-1.89%
7QTUMDefiance Quantum ETFETF-其他2.26%—+3.85%
8SDVYFirst Trust Smid Cap RisingETF-其他2.07%—+0.33%
9IGFIshares Global InfrastructurETF-其他2.06%+0.24%+0.92%
10JMEEJPM Sma & Mid Cap En Eq Et-uETF-其他2.03%—+1.00%
11AAPLApple INC股票-科技1.97%-0.11%-1.29%
12IGVIshares Expanded Tech-softwaETF-科技型1.87%+1.87%NEW
13NVDANvidia CORP股票-科技1.74%+0.35%+30.44%
14GOOGLAlphabet Inc-cl A股票-通信服务1.73%-0.26%-8.05%
15PWRQuanta Services INC股票-工业1.64%—-19.50%
16JPMJpmorgan Chase & Co股票-金融1.59%-0.12%-1.43%
17NEENextera Energy INC股票-公用事业1.47%+0.20%-2.74%
18AMZNAmazon.com INC股票-周期性消费1.47%—+4.21%
19XOMExxon Mobil CORP股票-能源1.41%+0.40%-3.78%
20AVGOBroadcom INC股票-科技1.38%-0.19%-4.80%
21BXBlackstone INC股票-金融1.26%—+27.83%
22KKRKkr & Co INC股票-金融1.25%—+29.03%
23METAMeta Platforms Inc-class A股票-通信服务1.22%—+6.50%
24HONHoneywell International INC股票-工业1.22%+0.20%+0.60%
25AESIAtlas Energy Solutions INC股票-其他1.20%+0.19%-16.53%
26MELIMercadolibre INC股票-周期性消费1.18%—+7.68%
27MSFTMicrosoft CORP股票-科技1.06%-0.16%+9.71%
28WMTWalmart INC股票-非周期性消费1.05%—-3.96%
29FASTFastenal Co股票-工业0.91%+0.15%+0.65%
30WSMWilliams-sonoma INC股票-周期性消费0.91%—-2.37%
31TSMTaiwan Semiconductor-sp Adr股票-科技0.90%-0.24%-31.04%
32LMTLockheed Martin CORP股票-工业0.89%+0.18%-1.72%
33ABBVAbbvie INC股票-医疗保健0.89%—+0.23%
34TBILF/m US Treasury 3 Month BillETF-政府公债0.88%-0.37%-31.43%
35CVXChevron CORP股票-能源0.87%+0.25%-0.33%
36MRKMerck & Co. INC.股票-医疗保健0.86%—-1.56%
37CATCaterpillar INC股票-工业0.85%-0.18%-35.17%
38VMCVulcan Materials Co股票-原材料0.82%—+1.02%
39SNOWSnowflake INC股票-科技0.82%-0.38%-3.49%
40PLTRPalantir Technologies Inc-a股票-科技0.80%-0.16%-1.78%
41AMGNAmgen INC股票-医疗保健0.80%—-0.18%
42BLKBlackrock INC股票-金融0.79%—+1.97%
43VVisa Inc-class A Shares股票-金融0.77%—+3.96%
44PEPPepsico INC股票-非周期性消费0.77%—+0.95%
45DISWalt Disney Co/the股票-通信服务0.75%+0.75%NEW
46PHParker Hannifin CORP股票-工业0.74%-0.25%-29.05%
47IBMIntl Business Machines CORP股票-科技0.70%-0.11%+2.92%
48HDHome Depot INC股票-周期性消费0.70%—+2.08%
49SBUXStarbucks CORP股票-周期性消费0.69%—+5.58%
50ORCLOracle CORP股票-科技0.66%-0.14%+7.02%
1–50 of 115

本季持股变动

B & T Capital Management DBA Alpha Capital Management 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Expanded Tech-softwa (IGV); 清仓: Booking Holdings INC (BKNG); 新建仓: Walt Disney Co/the (DIS); 清仓: Cf Industries Holdings INC (CF); 新建仓: Emcor Group INC (EME).

B & T Capital Management DBA Alpha Capital Management 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
1BNDVanguard Total Bond Market+0.9%+5.71%加仓
2VNQVanguard Real Estate ETF+0.5%+14.29%加仓
3XOMExxon Mobil CORP+0.4%-3.78%减仓
4NVDANvidia CORP+0.4%+30.44%加仓
5CVXChevron CORP+0.3%-0.33%减仓
6IGFIshares Global Infrastructur+0.2%+0.92%加仓
7HONHoneywell International INC+0.2%+0.60%加仓
8NEENextera Energy INC+0.2%-2.74%减仓
9AESIAtlas Energy Solutions INC+0.2%-16.53%减仓
10LMTLockheed Martin CORP+0.2%-1.72%减仓
11FASTFastenal Co+0.2%+0.65%加仓
12EOGEog Resources INC+0.1%-0.06%减仓
13MUMicron Technology INC+0.1%+169.36%加仓
14BLOKAmplify Blockchain Tech ETF+0.1%+163.97%加仓
15DELLDell Technologies -c+0.1%+184.34%加仓
16AAPLApple INC-0.1%-1.29%减仓
17IBMIntl Business Machines CORP-0.1%+2.92%加仓
18CEGConstellation Energy-0.1%-1.49%减仓
19SCHXSchwab US Large-cap ETF-0.1%-2.00%减仓
20JPMJpmorgan Chase & Co-0.1%-1.43%减仓
21ORCLOracle CORP-0.1%+7.02%加仓
22MSFTMicrosoft CORP-0.2%+9.71%加仓
23PLTRPalantir Technologies Inc-a-0.2%-1.78%减仓
24SHOPShopify INC - Class A-0.2%-2.42%减仓
25CATCaterpillar INC-0.2%-35.17%减仓
26AVGOBroadcom INC-0.2%-4.80%减仓
27TSMTaiwan Semiconductor-sp Adr-0.2%-31.04%减仓
28PHParker Hannifin CORP-0.3%-29.05%减仓
29QQQInvesco Qqq Trust Series 1-0.3%+0.12%加仓
30GOOGLAlphabet Inc-cl A-0.3%-8.05%减仓
31SCHGSchwab US Large-cap Growth-0.3%-1.89%减仓
32TBILF/m US Treasury 3 Month Bill-0.4%-31.43%减仓
33SNOWSnowflake INC-0.4%-3.49%减仓
34SOFISofi Technologies INC-0.6%-16.06%减仓
35BRK-BBerkshire Hathaway Inc-cl B-1.1%-89.71%减仓
36BILSs Spdr Bb 1-3m T-bill ETF-1.5%-73.52%减仓
37IGVIshares Expanded Tech-softwa—NEW新建仓
38BKNGBooking Holdings INC—EXIT清仓
39DISWalt Disney Co/the—NEW新建仓
40CFCf Industries Holdings INC—EXIT清仓
41EMEEmcor Group INC—NEW新建仓
42JHXJames Hardie Industries plc—NEW新建仓
43CRSPCRISPR Therapeutics AG—EXIT清仓
44IWMIshares Russell 2000 ETF—NEW新建仓
45BINCIshares Flex I A Etf-usd INC—NEW新建仓
46TBUXT Rowe Price Ultra Short-ter—NEW新建仓
47INFQInfleqtion INC—NEW新建仓
48IBITIshares Bitcoin Trust ETF—EXIT清仓
49COWGPacer US Lrg Cap Cows Gr Ld—EXIT清仓
50ASTSAst Spacemobile INC—NEW新建仓

FAQ

B & T Capital Management DBA Alpha Capital Management 是什么机构？属于哪种投资人类型？
B & T Capital Management DBA Alpha Capital Management 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$6.9亿，分布在 115 个已申报仓位之中。
B & T Capital Management DBA Alpha Capital Management 目前前几大持股有哪些？
根据最新 13F 申报，B & T Capital Management DBA Alpha Capital Management 按市值排列的前几大持股为： 1. Vanguard Total Bond Market (BND) — US$8463.4万 (12.3%) 2. Invesco Qqq Trust Series 1 (QQQ) — US$5299.1万 (7.7%) 3. Vanguard Int Div App Indx Fd (VIGI) — US$2727.0万 (4.0%) 4. Vanguard Real Estate ETF (VNQ) — US$2078.2万 (3.0%) 5. Schwab US Large-cap ETF (SCHX) — US$2030.9万 (2.9%)
B & T Capital Management DBA Alpha Capital Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，B & T Capital Management DBA Alpha Capital Management 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 13 个既有持股、减仓 23 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: Ishares Expanded Tech-softwa (IGV); 清仓: Booking Holdings INC (BKNG); 新建仓: Walt Disney Co/the (DIS); 清仓: Cf Industries Holdings INC (CF); 新建仓: Emcor Group INC (EME)
B & T Capital Management DBA Alpha Capital Management 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，B & T Capital Management DBA Alpha Capital Management 的主要板块分布如下： • Information Technology: 24.9% • Financials: 16.5% • Industrials: 14.2% • Consumer Discretionary: 10.9% • Communication Services: 7.8% • Health Care: 7.0%