SA

Strategic Advisors 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$6.0億

申報季度: 2026-03-31 · 持股檔數: 183

Strategic Advisors LLC在最新一期 13F 報告中揭露了 183 項持股，申報期為 2026-03-31，總持股市值約為 US$6.0億，季度換手率為 13.6%。

機構性格雪花圖

集中度
9.39
持倉穩定性
13.63
動能／逆勢
100
產業集中度
53.83
多樣化
100
倉位均衡度
81.79

近期動向

  • 減碼 MSFT

    -2.4%　-US$856.5萬

  • 減碼 NVDA

    -6.0%　-US$462.0萬

  • 減碼 TTD

    -30.9%　-US$219.0萬

  • 減碼 CRM

    -62.2%　-US$204.3萬

  • 減碼 TSLA

    -5.1%　-US$244.0萬

  • 加碼 VYM

    +25.5%　US$140.4萬

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
1AAPLApple INC股票-科技8.02%-0.17%-1.11%
2NVDANvidia CORP股票-科技5.56%-0.41%-6.03%
3SCHBSchwab US Broad Market ETFETF-其他4.62%+0.06%-0.27%
4MSFTMicrosoft CORP股票-科技4.21%-1.10%-2.36%
5AMZNAmazon.com INC股票-循環性消費4.20%-0.23%-1.06%
6GOOGLAlphabet Inc-cl A股票-通訊服務3.70%-0.12%-0.59%
7BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債3.13%—+1.00%
8HDHome Depot INC股票-循環性消費2.27%-0.01%-1.53%
9JPMJpmorgan Chase & Co股票-金融1.88%-0.09%-1.74%
10VVisa Inc-class A Shares股票-金融1.69%-0.17%-0.43%
11ABBVAbbvie INC股票-醫療保健1.67%-0.02%-2.19%
12SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長1.66%—+5.53%
13TSLATesla INC股票-循環性消費1.48%-0.30%-5.07%
14DUKDuke Energy CORP股票-公用事業1.47%+0.22%-0.11%
15METAMeta Platforms Inc-class A股票-通訊服務1.44%-0.11%+0.81%
16GSGoldman Sachs Group INC股票-金融1.40%—+2.03%
17WMWaste Management INC股票-工業1.37%—+0.17%
18CRWDCrowdstrike Holdings INC - A股票-科技1.34%-0.16%+1.28%
19COSTCostco Wholesale CORP股票-非循環性消費1.25%+0.22%-1.20%
20PGProcter & Gamble Co/the股票-非循環性消費1.23%—+1.39%
21ETNEaton Corporation plc股票-工業1.23%+0.20%+0.00%
22QQQInvesco Qqq Trust Series 1ETF-科技型1.21%-0.01%-0.22%
23DTEDte Energy Company股票-公用事業1.18%+0.20%—
24SGOVIshares 0-3 Month Treasury BETF-政府公債1.15%—-1.65%
25BRK-BBerkshire Hathaway Inc-cl B股票-其他1.15%-0.06%-5.87%
26AVGOBroadcom INC股票-科技1.12%-0.03%+2.30%
27EMREmerson Electric Co股票-工業1.06%—+0.07%
28VIGVanguard Dividend Apprec ETFETF-其他1.04%+0.20%+18.28%
29VYMVanguard High Dvd Yield ETFETF-其他1.02%+0.28%+25.55%
30ASMLASML Holding N.V.股票-科技0.96%+0.17%-6.60%
31QQQMInvesco Nasdaq 100 ETFETF-科技型0.88%—+7.21%
32PHParker Hannifin CORP股票-工業0.86%—-1.64%
33VOEVanguard Mid-cap Value ETFETF-其他0.85%+0.23%+24.30%
34VBRVanguard Small-cap Value ETFETF-其他0.83%+0.16%+13.94%
35ISRGIntuitive Surgical INC股票-醫療保健0.81%-0.16%-3.68%
36CATCaterpillar INC股票-工業0.77%+0.19%+1.49%
37CVXChevron CORP股票-能源0.73%+0.21%-1.60%
38XLKSs Technology Select SectorETF-科技型0.72%—+1.92%
39NOWServicenow INC股票-科技0.66%—+43.99%
40XOMExxon Mobil CORP股票-能源0.65%+0.22%+0.85%
41TSMTaiwan Semiconductor-sp Adr股票-科技0.65%—-0.74%
42VRTXVertex Pharmaceuticals INC股票-醫療保健0.62%—-5.48%
43VTIVanguard Total Stock Mkt ETFETF-其他0.61%—+7.09%
44AEPAmerican Electric Power股票-公用事業0.58%+0.10%—
45LNGCheniere Energy INC股票-能源0.58%+0.20%-1.22%
46SHOPShopify INC - Class A股票-科技0.53%-0.20%-6.21%
47MSMorgan Stanley股票-金融0.49%—+0.01%
48DBEFXtrackers Msci Eafe Hedged EETF-其他0.47%—+1.55%
49DEDeere & Co股票-工業0.47%+0.10%—
50BONDPimco Active Bond Exchange-tETF-其他0.47%—-2.31%
1–50 of 183

本季持股變動

Strategic Advisors LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Spdr Gold Shares (GLD); 新建倉: First Trust Nasdaq Cybersecu (CIBR); 減碼: Microsoft CORP (MSFT) — 股數 -2.36%; 減碼: Nvidia CORP (NVDA) — 股數 -6.03%; 減碼: Trade Desk Inc/the -class A (TTD) — 股數 -30.92%.

Strategic Advisors 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
1VYMVanguard High Dvd Yield ETF+0.3%+25.55%加碼
2VOEVanguard Mid-cap Value ETF+0.2%+24.30%加碼
3XOMExxon Mobil CORP+0.2%+0.85%加碼
4COSTCostco Wholesale CORP+0.2%-1.20%減碼
5DUKDuke Energy CORP+0.2%-0.11%減碼
6CVXChevron CORP+0.2%-1.60%減碼
7LNGCheniere Energy INC+0.2%-1.22%減碼
8VIGVanguard Dividend Apprec ETF+0.2%+18.28%加碼
9DTEDte Energy Company+0.2%—不變
10ETNEaton Corporation plc+0.2%+0.00%加碼
11CATCaterpillar INC+0.2%+1.49%加碼
12ASMLASML Holding N.V.+0.2%-6.60%減碼
13VBRVanguard Small-cap Value ETF+0.2%+13.94%加碼
14VEUVanguard Ftse All-world Ex-u+0.2%+36.38%加碼
15DEDeere & Co+0.1%—不變
16AEPAmerican Electric Power+0.1%—不變
17SCHBSchwab US Broad Market ETF+0.1%-0.27%減碼
18HDHome Depot INC0%-1.53%減碼
19QQQInvesco Qqq Trust Series 10%-0.22%減碼
20ABBVAbbvie INC0%-2.19%減碼
21AVGOBroadcom INC0%+2.30%加碼
22MAMastercard INC - A-0.1%-1.77%減碼
23CDNSCadence Design Sys INC-0.1%-6.90%減碼
24BRK-BBerkshire Hathaway Inc-cl B-0.1%-5.87%減碼
25MELIMercadolibre INC-0.1%-7.07%減碼
26KNSLKinsale Capital Group INC-0.1%-6.36%減碼
27SNPSSynopsys INC-0.1%-2.39%減碼
28XPEVXpeng INC - Adr-0.1%-50.68%減碼
29JPMJpmorgan Chase & Co-0.1%-1.74%減碼
30CEGConstellation Energy-0.1%-1.30%減碼
31CLBTCellebrite DI Ltd.-0.1%-4.98%減碼
32BXBlackstone INC-0.1%-55.80%減碼
33METAMeta Platforms Inc-class A-0.1%+0.81%加碼
34ZSZscaler INC-0.1%-6.12%減碼
35GOOGLAlphabet Inc-cl A-0.1%-0.59%減碼
36AXONAxon Enterprise INC-0.1%-7.82%減碼
37TTTrane Technologies plc-0.2%-51.86%減碼
38CRWDCrowdstrike Holdings INC - A-0.2%+1.28%加碼
39ISRGIntuitive Surgical INC-0.2%-3.68%減碼
40AAPLApple INC-0.2%-1.11%減碼
41VVisa Inc-class A Shares-0.2%-0.43%減碼
42SHOPShopify INC - Class A-0.2%-6.21%減碼
43AMZNAmazon.com INC-0.2%-1.06%減碼
44TSLATesla INC-0.3%-5.07%減碼
45TTDTrade Desk Inc/the -class A-0.3%-30.92%減碼
46CRMSalesforce INC-0.3%-62.20%減碼
47NVDANvidia CORP-0.4%-6.03%減碼
48MSFTMicrosoft CORP-1.1%-2.36%減碼
49GLDSpdr Gold Shares—NEW新建倉
50CIBRFirst Trust Nasdaq Cybersecu—NEW新建倉

FAQ

Strategic Advisors LLC 是什麼機構？屬於哪種投資人類型？
Strategic Advisors 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$6.0億，分佈在 183 個已申報部位之中。
Strategic Advisors LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Strategic Advisors LLC 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$4830.0萬 (8.0%) 2. Nvidia CORP (NVDA) — US$3347.4萬 (5.6%) 3. Schwab US Broad Market ETF (SCHB) — US$2781.3萬 (4.6%) 4. Microsoft CORP (MSFT) — US$2533.2萬 (4.2%) 5. Amazon.com INC (AMZN) — US$2527.3萬 (4.2%)
Strategic Advisors LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Strategic Advisors LLC 共進行了 47 項顯著調整：新建倉 2 個部位、加碼 11 個既有持股、減碼 34 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Spdr Gold Shares (GLD); 新建倉: First Trust Nasdaq Cybersecu (CIBR); 減碼: Microsoft CORP (MSFT) — 股數 -2.36%; 減碼: Nvidia CORP (NVDA) — 股數 -6.03%; 減碼: Trade Desk Inc/the -class A (TTD) — 股數 -30.92%
Strategic Advisors 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，Strategic Advisors LLC 的主要板塊分佈如下： • Information Technology: 34.3% • Financials: 13.6% • Consumer Discretionary: 11.5% • Industrials: 10.8% • Communication Services: 8.5% • Health Care: 6.7%