OC

Oarsman Capital, INC.

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$8.1亿

申报季度: 2026-03-31 · 持股只数: 239

OARSMAN CAPITAL, INC.在最新一期 13F 报告中披露了 239 项持股，申报期为 2026-03-31，总持股市值约为 US$8.1亿，季度换手率为 19.9%。

机构性格雪花图

集中度
16.18
持仓稳定性
19.86
动能／逆势
100
行业集中度
56.88
多样化
100
仓位均衡度
70.77

近期动向

  • 减仓 RSP

    -26.3%　-US$1141.7万

  • 加仓 AGG

    +20.7%　US$1514.2万

  • 加仓 XC

    +5142.2%　US$1085.0万

  • 减仓 SPYG

    +0.8%　-US$432.4万

  • 加仓 VTV

    +13.7%　US$885.3万

  • 减仓 IWF

    -67.0%　-US$571.1万

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

仅显示前 235 大持股（共 239 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AGGIshares Core U.s. AggregateETF-其他11.28%+1.45%+20.73%
2SCHFSchwab Intl Equity ETFETF-其他8.62%+0.55%+8.53%
3VTVVanguard Value ETFETF-其他7.65%+0.80%+13.66%
4SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长6.60%-0.86%+0.78%
5SPMDSs Spdr P S&p 400 Midcap ETFETF-其他4.34%+0.71%+22.22%
6RSPInvesco S&p 500 Equal WeightETF-大型股与成长4.00%-1.66%-26.31%
7GVIIshares Intermediate GovernmETF-其他3.80%+0.55%+22.78%
8SPSMSs Spdr P S&p 600 Small CapETF-中小型股3.30%+0.32%+12.18%
9GOOGAlphabet Inc-cl C股票-通信服务2.36%-0.63%-9.84%
10IVVIshares Core S&p 500 ETFETF-大型股与成长1.93%-0.35%-7.06%
11CSSDC&s Sd Pref & INC Active ETFETF-其他1.77%+1.77%NEW
12SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长1.66%—+5.48%
13AAPLApple INC股票-科技1.59%-0.17%+0.83%
14EMXCIshares Msci Emr Mrk Ex ChnaETF-其他1.59%-0.46%-25.11%
15NVDANvidia CORP股票-科技1.53%-0.14%+2.29%
16MSFTMicrosoft CORP股票-科技1.41%-0.47%+2.48%
17XCWisdomtree True Emerging MarETF-新兴市场1.37%+1.34%+5142.17%
18AAAUGoldman Sachs Physical GoldETF-避险与商品1.10%+0.03%-1.23%
19JPSTJpmorgan Ultra-short IncomeETF-其他0.99%+0.11%+17.72%
20AVGOBroadcom INC股票-科技0.97%—+12.92%
21AMZNAmazon.com INC股票-周期性消费0.78%—+6.47%
22RSPGInvesco S&p 500 Equal WeightETF-大型股与成长0.76%+0.16%-3.23%
23GOOGLAlphabet Inc-cl A股票-通信服务0.76%—+2.92%
24WMTWalmart INC股票-非周期性消费0.68%+0.04%-0.28%
25CATCaterpillar INC股票-工业0.68%+0.12%+2.66%
26PDBCInvesco Optimum Yield DiversETF-其他0.63%+0.13%+1.47%
27GSGoldman Sachs Group INC股票-金融0.60%—+2.39%
28TJXTjx Companies INC股票-周期性消费0.59%—+0.38%
29JNJJohnson & Johnson股票-医疗保健0.57%+0.09%+4.77%
30JPREJpmorgan Realty Income ETFETF-其他0.55%—+2.18%
31METAMeta Platforms Inc-class A股票-通信服务0.54%-0.11%+0.34%
32CCitigroup INC股票-金融0.54%-0.08%-7.20%
33ABBVAbbvie INC股票-医疗保健0.53%—+2.84%
34BRK-BBerkshire Hathaway Inc-cl B股票-其他0.51%—+4.80%
35JNJJohnson & Johnson股票-医疗保健0.50%+0.04%+3.62%
36APHAmphenol Corp-cl A股票-科技0.49%—+1.01%
37FCXFreeport-mcmoran INC股票-原材料0.48%+0.11%+18.41%
38PHParker Hannifin CORP股票-工业0.46%—+2.67%
39WFCWells Fargo & Co股票-金融0.45%-0.08%+3.88%
40IBMIntl Business Machines CORP股票-科技0.42%-0.11%+1.56%
41AZNAstraZeneca PLC股票-医疗保健0.41%+0.07%-42.21%
42HPEHewlett Packard Enterprise股票-科技0.40%—-0.18%
43CMICummins INC股票-工业0.39%—+2.59%
44KRKroger Co股票-非周期性消费0.39%—-4.08%
45ORLYO'reilly Automotive INC股票-周期性消费0.39%—+4.11%
46SCHZSchwab US Aggregate Bond ETFETF-其他0.38%—+2.00%
47MDTMedtronic plc股票-医疗保健0.37%—+0.18%
48SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.35%-0.07%-8.21%
49GLDSpdr Gold SharesETF-避险与商品0.35%—-2.73%
50CSCOCisco Systems INC股票-科技0.35%—+1.52%
1–50 of 235

本季持股变动

Oarsman Capital, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: C&s Sd Pref & INC Active ETF (CSSD); 清仓: Global X Cybersecurity ETF (BUG); 新建仓: Vanguard Growth ETF (VUG); 清仓: Costar Group INC (CSGP); 清仓: Taiwan Semiconductor-sp Adr (TSM).

Oarsman Capital, INC. 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
1AGGIshares Core U.s. Aggregate+1.5%+20.73%加仓
2XCWisdomtree True Emerging Mar+1.3%+5142.17%加仓
3VTVVanguard Value ETF+0.8%+13.66%加仓
4SPMDSs Spdr P S&p 400 Midcap ETF+0.7%+22.22%加仓
5SCHFSchwab Intl Equity ETF+0.6%+8.53%加仓
6GVIIshares Intermediate Governm+0.6%+22.78%加仓
7SPSMSs Spdr P S&p 600 Small Cap+0.3%+12.18%加仓
8NFLXNetflix INC+0.2%+272.38%加仓
9RSPGInvesco S&p 500 Equal Weight+0.2%-3.23%减仓
10PDBCInvesco Optimum Yield Divers+0.1%+1.47%加仓
11CATCaterpillar INC+0.1%+2.66%加仓
12JPSTJpmorgan Ultra-short Income+0.1%+17.72%加仓
13FCXFreeport-mcmoran INC+0.1%+18.41%加仓
14JNJJohnson & Johnson+0.1%+4.77%加仓
15AZNAstraZeneca PLC+0.1%-42.21%减仓
16MLPXGlobal X Mlp & Energy Infras+0.1%+3.05%加仓
17MRVLMarvell Technology INC+0.1%+49.21%加仓
18WMTWalmart INC0%-0.28%减仓
19JNJJohnson & Johnson0%+3.62%加仓
20COSTCostco Wholesale CORP0%+14.49%加仓
21AAAUGoldman Sachs Physical Gold0%-1.23%减仓
22BMYBristol-myers Squibb Co0%+5.97%加仓
23DISWalt Disney Co/the-0.1%+0.34%加仓
24FISVFiserv INC-0.1%-2.98%减仓
25VVisa Inc-class A Shares-0.1%-14.74%减仓
26SPYSs Spdr S&p 500 ETF Trust-us-0.1%-8.21%减仓
27OIO-i Glass INC-0.1%-20.28%减仓
28CCitigroup INC-0.1%-7.20%减仓
29WFCWells Fargo & Co-0.1%+3.88%加仓
30TSLATesla INC-0.1%-10.60%减仓
31QCOMQualcomm INC-0.1%-2.04%减仓
32IBMIntl Business Machines CORP-0.1%+1.56%加仓
33INTUIntuit INC-0.1%+14.59%加仓
34METAMeta Platforms Inc-class A-0.1%+0.34%加仓
35NVDANvidia CORP-0.1%+2.29%加仓
36AAPLApple INC-0.2%+0.83%加仓
37IWDIshares Russell 1000 Value E-0.3%-91.18%减仓
38IVVIshares Core S&p 500 ETF-0.4%-7.06%减仓
39EMXCIshares Msci Emr Mrk Ex Chna-0.5%-25.11%减仓
40MSFTMicrosoft CORP-0.5%+2.48%加仓
41GOOGAlphabet Inc-cl C-0.6%-9.84%减仓
42IWFIshares Russell 1000 Growth-0.8%-66.96%减仓
43SPYGSs Spdr P S&p 500 Growth ETF-0.9%+0.78%加仓
44RSPInvesco S&p 500 Equal Weight-1.7%-26.31%减仓
45CSSDC&s Sd Pref & INC Active ETF—NEW新建仓
46BUGGlobal X Cybersecurity ETF—EXIT清仓
47VUGVanguard Growth ETF—NEW新建仓
48CSGPCostar Group INC—EXIT清仓
49TSMTaiwan Semiconductor-sp Adr—EXIT清仓
50FNDFSchwab Fndmn Intl Lrg Co ETF—NEW新建仓

FAQ

Oarsman Capital, INC. 是什么机构？属于哪种投资人类型？
Oarsman Capital, INC. 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$8.1亿，分布在 239 个已申报仓位之中。
Oarsman Capital, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Oarsman Capital, INC. 按市值排列的前几大持股为： 1. Ishares Core U.s. Aggregate (AGG) — US$9088.3万 (11.3%) 2. Schwab Intl Equity ETF (SCHF) — US$6946.2万 (8.6%) 3. Vanguard Value ETF (VTV) — US$6166.0万 (7.7%) 4. Ss Spdr P S&p 500 Growth ETF (SPYG) — US$5316.6万 (6.6%) 5. Ss Spdr P S&p 400 Midcap ETF (SPMD) — US$3495.9万 (4.3%)
Oarsman Capital, INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Oarsman Capital, INC. 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 27 个既有持股、减仓 17 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: C&s Sd Pref & INC Active ETF (CSSD); 清仓: Global X Cybersecurity ETF (BUG); 新建仓: Vanguard Growth ETF (VUG); 清仓: Costar Group INC (CSGP); 清仓: Taiwan Semiconductor-sp Adr (TSM)
Oarsman Capital, INC. 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，Oarsman Capital, INC. 的主要板块分布如下： • Information Technology: 32.9% • Communication Services: 18.8% • Financials: 13.2% • Health Care: 12.2% • Consumer Staples: 7.4% • Industrials: 6.4%