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Ocean Park Asset Management, 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$20.8亿

申报季度: 2026-06-30 · 持股只数: 81

Ocean Park Asset Management, LLC在最新一期 13F 报告中披露了 81 项持股，申报期为 2026-06-30，总持股市值约为 US$20.8亿，季度换手率为 54.6%。

机构性格雪花图

集中度
23.63
持仓稳定性
54.6
动能／逆势
100
行业集中度
0
多样化
100
仓位均衡度
80.42

近期动向

  • 减仓 HYG

    -26.1%　-US$5498.8万

  • 新建仓 PYLD

  • 减仓 BKLN

    -32.4%　-US$5031.2万

  • 新建仓 EMB

  • 加仓 SRLN

    +148.0%　US$7623.1万

  • 减仓 BND

    -72.0%　-US$4190.8万

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
1USHYIshares Broad Usd High YieldETF-非投资级债14.79%-0.32%+16.84%
2SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长8.42%-0.73%-3.90%
3JNKSs Spdr Bb High Yield BondETF-非投资级债8.17%-2.37%-7.64%
4HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-非投资级债7.66%-4.70%-26.07%
5SPHYSs Spdr P High Yield ETFETF-非投资级债6.86%+1.52%+53.37%
6SRLNSs Blackstone Sr Loan ETFETF-其他6.14%+3.18%+148.04%
7BKLNInvesco Senior Loan ETFETF-其他5.02%-3.91%-32.42%
8PYLDPimco Multisector Bond ActvETF-其他4.19%+4.19%NEW
9EMBIshares Jp Morgan Usd EmergiETF-其他3.22%+3.22%NEW
10JMTGMortgage-backed SecuritiesETF-其他2.20%——
11HYLBXtrackers Usd High Yield CorETF-非投资级债2.03%——
12VCLTVanguard Long-term CORP BondETF-投资级公司债1.88%+1.88%NEW
13HYDVaneck High Yield Muni ETFETF-非投资级债1.65%+1.65%NEW
14MBBIshares Mbs ETFETF-其他1.65%-0.78%-18.23%
15BLVVanguard Long-term Bond ETFETF-其他1.58%——
16ICVTIshares Convertible Bond ETFETF-其他1.52%-0.95%-38.40%
17JCPBJpmorgan Core Plus Bond ETFETF-其他1.41%+1.41%NEW
18QQQMInvesco Nasdaq 100 ETFETF-科技型1.10%+1.10%NEW
19HYMBSs Spdr N Ice Hy Muni ETFETF-其他1.04%+1.04%NEW
20TIPIshares Tips Bond ETFETF-其他1.00%+0.37%+91.40%
21AVUVAvantis US Small Cap ValueETF-中小型股0.91%+0.53%+156.60%
22BONDPimco Active Bond Exchange-tETF-其他0.91%——
23JBNDJpmorgan Active Bond ETFETF-其他0.91%——
24ANGLVaneck Fallen Angel High YldETF-其他0.84%+0.84%NEW
25EWCIshares Msci Canada ETFETF-其他0.83%——
26BNDVanguard Total Bond MarketETF-其他0.78%-2.58%-71.99%
27EMLCVaneck JPM Em Local Curr BndETF-其他0.73%+0.73%NEW
28IJHIshares Core S&p Midcap ETFETF-其他0.69%+0.62%+926.64%
29JBBBJanus Henderson B-bbb Clo EtETF-其他0.63%——
30VBKVanguard Small-cap Grwth ETFETF-其他0.63%—-2.70%
31DXJWisdomtree Japan Hedged EqETF-其他0.62%+0.04%+17.21%
32BBHYJpmorgan Betabuilders Usd HiETF-其他0.59%——
33PFFDGlobal X US Preferred ETFETF-其他0.54%+0.54%NEW
34FPXFirst Trust US Equity OpportETF-其他0.50%+0.50%NEW
35XLISs Industrial Select SectorETF-其他0.45%+0.45%NEW
36EFGIshares Msci Eafe Growth ETFETF-其他0.44%+0.44%NEW
37VWOVanguard Ftse Emerging MarkeETF-新兴市场0.43%+0.43%NEW
38FLMIFranklin Dynamic Municipal BETF-其他0.43%——
39SCZIshares Msci Eafe Small-capETF-其他0.42%+0.42%NEW
40EFVIshares Msci Eafe Value ETFETF-其他0.41%+0.41%NEW
41FLHYFranklin High Yield CorporatETF-非投资级债0.35%+0.35%NEW
42VPLVanguard Ftse Pacific ETFETF-其他0.34%+0.34%NEW
43VLUEIshares Msci USA Value FactoETF-其他0.32%+0.32%NEW
44ALAIAlger Ai Enable & Adopt ETFETF-其他0.31%+0.31%NEW
45IDVIshares International SelectETF-其他0.31%-0.35%-42.45%
46BKHYBny Mellon High Yield ETFETF-非投资级债0.30%——
47FLOTIshares Floating Rate Bond EETF-其他0.30%——
48FMHIFirst Trust Municipal High IETF-其他0.27%——
49JAAAJanus Henderson Aaa Clo ETFETF-其他0.27%-1.59%-82.75%
50VTVVanguard Value ETFETF-其他0.25%-0.87%-76.39%
1–50 of 81

本季持股变动

Ocean Park Asset Management, LLC 在 2026-06-30 最显著的持仓异动： 新建仓: Pimco Multisector Bond Actv (PYLD); 新建仓: Ishares Jp Morgan Usd Emergi (EMB); 清仓: Ishares 20+ Year Treasury Bd (TLT); 新建仓: Vanguard Long-term CORP Bond (VCLT); 新建仓: Vaneck High Yield Muni ETF (HYD).

Ocean Park Asset Management, LLC 于截至 2026-06-30 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
1PYLDPimco Multisector Bond Actv+4.2%NEW新建仓
2EMBIshares Jp Morgan Usd Emergi+3.2%NEW新建仓
3SRLNSs Blackstone Sr Loan ETF+3.2%+148.04%加仓
4VCLTVanguard Long-term CORP Bond+1.9%NEW新建仓
5HYDVaneck High Yield Muni ETF+1.7%NEW新建仓
6SPHYSs Spdr P High Yield ETF+1.5%+53.37%加仓
7JCPBJpmorgan Core Plus Bond ETF+1.4%NEW新建仓
8QQQMInvesco Nasdaq 100 ETF+1.1%NEW新建仓
9HYMBSs Spdr N Ice Hy Muni ETF+1%NEW新建仓
10ANGLVaneck Fallen Angel High Yld+0.8%NEW新建仓
11EMLCVaneck JPM Em Local Curr Bnd+0.7%NEW新建仓
12IJHIshares Core S&p Midcap ETF+0.6%+926.64%加仓
13PFFDGlobal X US Preferred ETF+0.5%NEW新建仓
14AVUVAvantis US Small Cap Value+0.5%+156.60%加仓
15FPXFirst Trust US Equity Opport+0.5%NEW新建仓
16XLISs Industrial Select Sector+0.5%NEW新建仓
17EFGIshares Msci Eafe Growth ETF+0.4%NEW新建仓
18VWOVanguard Ftse Emerging Marke+0.4%NEW新建仓
19SCZIshares Msci Eafe Small-cap+0.4%NEW新建仓
20EFVIshares Msci Eafe Value ETF+0.4%NEW新建仓
21TIPIshares Tips Bond ETF+0.4%+91.40%加仓
22FLHYFranklin High Yield Corporat+0.4%NEW新建仓
23VPLVanguard Ftse Pacific ETF+0.3%NEW新建仓
24VLUEIshares Msci USA Value Facto+0.3%NEW新建仓
25ALAIAlger Ai Enable & Adopt ETF+0.3%NEW新建仓
26BNDXVanguard Total Intl Bond ETF+0.2%NEW新建仓
27IJRIshares Core S&p Small-cap E+0.2%+570.99%加仓
28JCPIJp Morgan Inflation Mgd Bond+0.2%NEW新建仓
29PZAInvesco National Amt-free Mu+0.1%NEW新建仓
30DXJWisdomtree Japan Hedged Eq0%+17.21%加仓
31CWBSs Spdr Bb Conv Sec ETF-0.2%EXIT清仓
32MLPXGlobal X Mlp & Energy Infras-0.2%EXIT清仓
33FXUFirst Trust Utilities Alphad-0.3%EXIT清仓
34RSPGInvesco S&p 500 Equal Weight-0.3%EXIT清仓
35USHYIshares Broad Usd High Yield-0.3%+16.84%加仓
36IDVIshares International Select-0.4%-42.45%减仓
37EFAVIshares Msci Eafe Min Vol Fa-0.5%EXIT清仓
38GCOWPacer Global Cash Cows Divid-0.7%EXIT清仓
39SPYMSte Str Spdr Pt S&p 500 ETF-0.7%-3.90%减仓
40MBBIshares Mbs ETF-0.8%-18.23%减仓
41VTVVanguard Value ETF-0.9%-76.39%减仓
42SJNKSs Spdr Bb St Hi Yield ETF-0.9%EXIT清仓
43ICVTIshares Convertible Bond ETF-1%-38.40%减仓
44SHYGIshares 0-5 Yr Hy CORP Bond-1.3%EXIT清仓
45JAAAJanus Henderson Aaa Clo ETF-1.6%-82.75%减仓
46TLTIshares 20+ Year Treasury Bd-2.3%EXIT清仓
47JNKSs Spdr Bb High Yield Bond-2.4%-7.64%减仓
48BNDVanguard Total Bond Market-2.6%-71.99%减仓
49BKLNInvesco Senior Loan ETF-3.9%-32.42%减仓
50HYGIshr Ibx Usd Hiyld Cb Etf-ui-4.7%-26.07%减仓

FAQ

Ocean Park Asset Management, LLC 是什么机构？属于哪种投资人类型？
Ocean Park Asset Management, 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（2026-06-30），该机构追踪的股票投资组合估值约为 US$20.8亿，分布在 81 个已申报仓位之中。
Ocean Park Asset Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Ocean Park Asset Management, LLC 按市值排列的前几大持股为： 1. Ishares Broad Usd High Yield (USHY) — US$3.1亿 (14.8%) 2. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$1.7亿 (8.4%) 3. Ss Spdr Bb High Yield Bond (JNK) — US$1.7亿 (8.2%) 4. Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — US$1.6亿 (7.7%) 5. Ss Spdr P High Yield ETF (SPHY) — US$1.4亿 (6.9%)
Ocean Park Asset Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Ocean Park Asset Management, LLC 共进行了 50 项显著调整：新建仓 23 个仓位、加仓 8 个既有持股、减仓 10 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：新建仓: Pimco Multisector Bond Actv (PYLD); 新建仓: Ishares Jp Morgan Usd Emergi (EMB); 清仓: Ishares 20+ Year Treasury Bd (TLT); 新建仓: Vanguard Long-term CORP Bond (VCLT); 新建仓: Vaneck High Yield Muni ETF (HYD)
Ocean Park Asset Management, LLC 主要集中投资哪些行业板块？
目前暂无 Ocean Park Asset Management, LLC 的板块分布数据，请在下次 13F 处理周期后再次查看。