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Estate Counselors, LLC

趨勢追蹤型集中型投資策略

申報總市值

US$11.2億

申報季度: 2026-03-31 · 持股檔數: 97

Estate Counselors, LLC在最新一期 13F 報告中揭露了 97 項持股，申報期為 2026-03-31，總持股市值約為 US$11.2億，季度換手率為 33.2%。

機構性格雪花圖

集中度
78.86
持倉穩定性
33.17
動能／逆勢
100
產業集中度
56.64
多樣化
100
倉位均衡度
57.21

近期動向

  • 加碼 TBFC

    -1.0%　-US$485.2萬

  • 加碼 TLH

    +125.6%　US$1476.0萬

  • 減碼 VTI

    -91.6%　-US$1279.4萬

  • 加碼 MBB

    +99.7%　US$1100.7萬

  • 加碼 IEF

    +95.5%　US$1051.2萬

  • 加碼 EMB

    +95.7%　US$985.4萬

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
1TBFGBrinsmere Fund Growth ETFETF-其他31.65%+0.63%-3.78%
2TBFCBrinsmere Fund ConservativeETF-其他30.32%+1.40%-1.04%
3VXUSVanguard Total Intl StockETF-其他3.58%—-1.10%
4TLHIshares 10-20 Year TreasuryETF-政府公債2.38%+1.38%+125.59%
5BNDVanguard Total Bond MarketETF-其他2.06%+0.82%+56.57%
6MBBIshares Mbs ETFETF-其他1.97%+1.04%+99.73%
7IEFIshares 7-10 Year Treasury BETF-政府公債1.93%+0.99%+95.55%
8CWBSs Spdr Bb Conv Sec ETFETF-其他1.88%+0.88%+72.65%
9EMBIshares Jp Morgan Usd EmergiETF-其他1.84%+0.93%+95.72%
10XLPSs Consumer Staples Sel SectETF-其他1.35%—-7.98%
11XLVSs Health Care Select SectorETF-其他1.29%—-6.51%
12VDEVanguard Energy ETFETF-其他1.28%—-26.83%
13XLBSs Materials Select SectorETF-其他0.86%-0.47%-45.14%
14DFCFDimensional Core Fixed INCETF-其他0.77%+0.77%NEW
15XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.66%—+30.71%
16GLDSpdr Gold SharesETF-避險與商品0.65%—-15.77%
17VTVVanguard Value ETFETF-其他0.62%+0.54%+652.81%
18AVDVAvantis Intl S/c Value ETFETF-其他0.60%—-0.80%
19DFEVDimensional Emrg Mrkt ValETF-其他0.58%—-0.35%
20EFAVIshares Msci Eafe Min Vol FaETF-其他0.56%—-0.27%
21DFIVDimensional International VaETF-其他0.54%—-0.78%
22SPHDInvesco S&p 500 High DividenETF-大型股與成長0.54%+0.54%NEW
23FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他0.54%—-0.37%
24TLTIshares 20+ Year Treasury BdETF-政府公債0.54%+0.51%+1487.57%
25IWDIshares Russell 1000 Value EETF-其他0.54%+0.54%NEW
26STIPIshares 0-5 Year Tips Bond EETF-其他0.54%+0.54%NEW
27TIPIshares Tips Bond ETFETF-其他0.54%+0.54%NEW
28DFICDimensional International CoETF-其他0.52%—-0.33%
29VNQVanguard Real Estate ETFETF-其他0.52%+0.52%NEW
30XLCSs Comm Select Sector SpdrETF-其他0.49%-0.33%-40.21%
31XLKSs Technology Select SectorETF-科技型0.48%-0.82%-62.66%
32XLYSs Consumer Disc Select SectETF-其他0.47%-0.39%-43.85%
33XLESs Energy Select SectorETF-其他0.31%—+35.83%
34CIENCiena CORP股票-科技0.26%—-59.77%
35FUTYFidelity Msci US UtilitiesETF-其他0.25%—-35.32%
36APAApa CORP股票-能源0.21%+0.21%NEW
37PFGPrincipal Financial Group股票-金融0.18%——
38WDCWestern Digital CORP股票-科技0.18%-0.19%-70.69%
39VCITVanguard Int-term CorporateETF-投資等級公司債0.18%—+35.98%
40LITELumentum Holdings INC股票-科技0.18%-0.17%-75.28%
41CHTRCharter Communications Inc-a股票-通訊服務0.18%——
42OVVOvintiv INC股票-能源0.18%—-55.47%
43AGNCAgnc Investment CORP股票-房地產0.17%——
44CITHE Cigna Group股票-醫療保健0.17%—-46.72%
45FIXComfort Systems USA INC股票-工業0.17%-0.21%-71.68%
46NLYAnnaly Capital Management In股票-房地產0.17%——
47NWSNews CORP - Class B股票-通訊服務0.17%——
48EIXEdison International股票-公用事業0.17%——
49CMCSAComcast Corp-class A股票-通訊服務0.16%—-28.27%
50GMGeneral Motors Co股票-循環性消費0.16%-0.35%-67.43%
1–50 of 97

本季持股變動

Estate Counselors, LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Vanguard Financials ETF (VFH); 清倉: Vanguard Long-term CORP Bond (VCLT); 清倉: Ss Industrial Select Sector (XLI); 新建倉: Dimensional Core Fixed INC (DFCF); 清倉: Vanguard Growth ETF (VUG).

Estate Counselors, 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
1TBFCBrinsmere Fund Conservative+1.4%-1.04%減碼
2TLHIshares 10-20 Year Treasury+1.4%+125.59%加碼
3MBBIshares Mbs ETF+1%+99.73%加碼
4IEFIshares 7-10 Year Treasury B+1%+95.55%加碼
5EMBIshares Jp Morgan Usd Emergi+0.9%+95.72%加碼
6CWBSs Spdr Bb Conv Sec ETF+0.9%+72.65%加碼
7BNDVanguard Total Bond Market+0.8%+56.57%加碼
8TBFGBrinsmere Fund Growth ETF+0.6%-3.78%減碼
9VTVVanguard Value ETF+0.5%+652.81%加碼
10TLTIshares 20+ Year Treasury Bd+0.5%+1487.57%加碼
11LITELumentum Holdings INC-0.2%-75.28%減碼
12WDCWestern Digital CORP-0.2%-70.69%減碼
13FIXComfort Systems USA INC-0.2%-71.68%減碼
14XLCSs Comm Select Sector Spdr-0.3%-40.21%減碼
15GMGeneral Motors Co-0.4%-67.43%減碼
16XLYSs Consumer Disc Select Sect-0.4%-43.85%減碼
17XLBSs Materials Select Sector-0.5%-45.14%減碼
18SHVIshares 0-1 Year Treasury Bo-0.5%-80.82%減碼
19IWFIshares Russell 1000 Growth-0.5%-96.18%減碼
20BSVVanguard Short-term Bond ETF-0.6%-87.17%減碼
21QQQInvesco Qqq Trust Series 1-0.6%-95.20%減碼
22VGSHVanguard Short-term Treasury-0.6%-87.02%減碼
23XLKSs Technology Select Sector-0.8%-62.66%減碼
24VTIVanguard Total Stock Mkt ETF-1.1%-91.62%減碼
25VFHVanguard Financials ETF—EXIT清倉
26VCLTVanguard Long-term CORP Bond—EXIT清倉
27XLISs Industrial Select Sector—EXIT清倉
28DFCFDimensional Core Fixed INC—NEW新建倉
29VUGVanguard Growth ETF—EXIT清倉
30SPHDInvesco S&p 500 High Dividen—NEW新建倉
31IWDIshares Russell 1000 Value E—NEW新建倉
32STIPIshares 0-5 Year Tips Bond E—NEW新建倉
33TIPIshares Tips Bond ETF—NEW新建倉
34PLTRPalantir Technologies Inc-a—EXIT清倉
35VNQVanguard Real Estate ETF—NEW新建倉
36HOODRobinhood Markets INC - A—EXIT清倉
37NXTNextpower Inc-cl A—EXIT清倉
38NEMNewmont CORP—EXIT清倉
39XLFSs Financial Select Sector—EXIT清倉
40GEVGE Vernova INC—EXIT清倉
41ELANElanco Animal Health INC—EXIT清倉
42AVGOBroadcom INC—EXIT清倉
43APHAmphenol Corp-cl A—EXIT清倉
44CVNACarvana Co—EXIT清倉
45SOFISofi Technologies INC—EXIT清倉
46MMacy's INC—EXIT清倉
47STXSeagate Technology Holdings plc—EXIT清倉
48CRDOCredo Technology Group Holding Ltd—EXIT清倉
49APAApa CORP—NEW新建倉
50WBDWarner Bros Discovery INC—EXIT清倉

FAQ

Estate Counselors, LLC 是什麼機構？屬於哪種投資人類型？
Estate Counselors, 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$11.2億，分佈在 97 個已申報部位之中。
Estate Counselors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Estate Counselors, LLC 按市值排列的前幾大持股為： 1. Brinsmere Fund Growth ETF (TBFG) — US$3.6億 (31.6%) 2. Brinsmere Fund Conservative (TBFC) — US$3.4億 (30.3%) 3. Vanguard Total Intl Stock (VXUS) — US$4019.1萬 (3.6%) 4. Ishares 10-20 Year Treasury (TLH) — US$2671.3萬 (2.4%) 5. Vanguard Total Bond Market (BND) — US$2311.0萬 (2.1%)
Estate Counselors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Estate Counselors, LLC 共進行了 50 項顯著調整：新建倉 7 個部位、加碼 8 個既有持股、減碼 16 個部位，並完全清倉 19 個持股。 其中幅度最大的異動：清倉: Vanguard Financials ETF (VFH); 清倉: Vanguard Long-term CORP Bond (VCLT); 清倉: Ss Industrial Select Sector (XLI); 新建倉: Dimensional Core Fixed INC (DFCF); 清倉: Vanguard Growth ETF (VUG)
Estate Counselors, 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，Estate Counselors, LLC 的主要板塊分佈如下： • Information Technology: 30.2% • Financials: 25.1% • Communication Services: 12.0% • Energy: 8.8% • Real Estate: 7.8% • Health Care: 4.8%