CF

Coyle Financial Counsel LLC

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$4.7億

申報季度: 2026-03-31 · 持股檔數: 113

Coyle Financial Counsel LLC在最新一期 13F 報告中揭露了 113 項持股，申報期為 2026-03-31，總持股市值約為 US$4.7億，季度換手率為 6.0%。

機構性格雪花圖

集中度
28.58
持倉穩定性
6
動能／逆勢
100
產業集中度
51.39
多樣化
100
倉位均衡度
73.29

近期動向

  • 加碼 VEA

    +1.7%　US$264.6萬

  • 加碼 FRDM

    +0.6%　US$214.2萬

  • 加碼 IJH

    +6.2%　US$179.2萬

  • 加碼 DFAI

    +15.0%　US$162.3萬

  • 減碼 VOO

    -2.1%　-US$87.1萬

  • 加碼 FBND

    +4.3%　US$115.8萬

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
1IVVIshares Core S&p 500 ETFETF-大型股與成長16.53%-0.06%+5.56%
2VEAVanguard Ftse Developed ETFETF-其他13.50%+0.42%+1.70%
3FBNDFidelity Total Bond ETFETF-其他7.67%+0.17%+4.25%
4FRDMFreedom 100 Emeging Mrkt ETFETF-其他6.75%+0.39%+0.57%
5QQQInvesco Qqq Trust Series 1ETF-科技型5.92%-0.12%+5.51%
6VCSHVanguard S/t CORP Bond ETFETF-投資等級公司債5.30%+0.14%+4.48%
7IJHIshares Core S&p Midcap ETFETF-其他4.76%+0.33%+6.19%
8VTVanguard Tot World Stk ETFETF-其他4.23%—+3.05%
9VUSBVanguard Ultra Short Bond EtETF-其他3.90%+0.04%+2.20%
10VCITVanguard Int-term CorporateETF-投資等級公司債3.23%—+1.78%
11VOOVanguard S&p 500 ETFETF-大型股與成長2.57%-0.21%-2.07%
12DFAIDimensional International CoETF-其他2.30%+0.32%+14.98%
13VXUSVanguard Total Intl StockETF-其他1.44%—-0.40%
14NVDANvidia CORP股票-科技1.20%-0.11%-1.53%
15VTIVanguard Total Stock Mkt ETFETF-其他1.17%-0.06%+0.34%
16DFICDimensional International CoETF-其他1.16%—-1.30%
17AAPLApple INC股票-科技1.02%—+6.99%
18VXFVanguard Extended Market ETFETF-其他0.92%—-1.37%
19AMZNAmazon.com INC股票-循環性消費0.80%-0.05%+5.32%
20FENIFidelity Enhanced Intl ETFETF-其他0.77%—-1.25%
21MSFTMicrosoft CORP股票-科技0.70%-0.16%+8.39%
22GOOGAlphabet Inc-cl C股票-通訊服務0.66%-0.06%+1.75%
23GOOGLAlphabet Inc-cl A股票-通訊服務0.52%—+10.98%
24SCZIshares Msci Eafe Small-capETF-其他0.50%—-0.38%
25BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債0.48%—-1.76%
26SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.47%—+8.33%
27CLHClean Harbors INC股票-工業0.46%+0.05%-7.41%
28CRHCRH plc股票-原物料0.38%-0.08%-0.06%
29VWOVanguard Ftse Emerging MarkeETF-新興市場0.37%—-1.99%
30MDYState Street Spdr S&p MidcapETF-其他0.36%—-0.07%
31ABBVAbbvie INC股票-醫療保健0.35%-0.04%-4.23%
32SGISomnigroup International INC股票-循環性消費0.31%-0.12%-11.42%
33AZOAutozone INC股票-循環性消費0.30%-0.04%-9.62%
34CIENCiena CORP股票-科技0.30%-0.17%-61.25%
35METAMeta Platforms Inc-class A股票-通訊服務0.28%—+7.20%
36AVGOBroadcom INC股票-科技0.26%-0.05%-6.55%
37KEXKirby CORP股票-工業0.25%—-14.12%
38XLKSs Technology Select SectorETF-科技型0.24%——
39JPMJpmorgan Chase & Co股票-金融0.24%—+2.93%
40BRK-BBerkshire Hathaway Inc-cl B股票-其他0.24%—+2.99%
41KNXKnight-swift Transportation股票-工業0.23%+0.13%+96.63%
42LKQLkq CORP股票-循環性消費0.23%-0.05%-12.45%
43DELLDell Technologies -c股票-科技0.21%—-13.40%
44RBARb Global INC股票-工業0.21%-0.04%-9.13%
45CATCaterpillar INC股票-工業0.21%+0.04%+1.83%
46IWVIshares Russell 3000 ETFETF-其他0.19%——
47MASMasco CORP股票-工業0.19%-0.04%-9.60%
48HQYHealthequity INC股票-醫療保健0.19%-0.06%-16.17%
49PNFPPinnacle Financial Partners股票-金融0.18%+0.18%NEW
50DECKDeckers Outdoor CORP股票-循環性消費0.18%—-5.44%
1–50 of 113

本季持股變動

Coyle Financial Counsel LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Pinnacle Financial Partners, Inc. (PNFP); 新建倉: Pinnacle Financial Partners (PNFP); 新建倉: Generac Holdings INC (GNRC); 清倉: Ishares Preferred & Income S (PFF); 清倉: Qualcomm INC (QCOM).

Coyle Financial Counsel 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
1VEAVanguard Ftse Developed ETF+0.4%+1.70%加碼
2FRDMFreedom 100 Emeging Mrkt ETF+0.4%+0.57%加碼
3IJHIshares Core S&p Midcap ETF+0.3%+6.19%加碼
4DFAIDimensional International Co+0.3%+14.98%加碼
5FBNDFidelity Total Bond ETF+0.2%+4.25%加碼
6VCSHVanguard S/t CORP Bond ETF+0.1%+4.48%加碼
7KNXKnight-swift Transportation+0.1%+96.63%加碼
8CLHClean Harbors INC+0.1%-7.41%減碼
9VUSBVanguard Ultra Short Bond Et0%+2.20%加碼
10CATCaterpillar INC0%+1.83%加碼
11XOMExxon Mobil CORP0%+32.37%加碼
12VTVanguard Tot World Stk ETF—+3.05%加碼
13PGRProgressive CORP0%-5.18%減碼
14ABTAbbott Laboratories0%-5.00%減碼
15CRWDCrowdstrike Holdings INC - A0%-27.11%減碼
16RBARb Global INC0%-9.13%減碼
17SGOVIshares 0-3 Month Treasury B0%-25.68%減碼
18ABBVAbbvie INC0%-4.23%減碼
19AZOAutozone INC0%-9.62%減碼
20MASMasco CORP0%-9.60%減碼
21GBILGoldman Sachs Access Treasur-0.1%-30.68%減碼
22AVGOBroadcom INC-0.1%-6.55%減碼
23AMZNAmazon.com INC-0.1%+5.32%加碼
24LKQLkq CORP-0.1%-12.45%減碼
25IVVIshares Core S&p 500 ETF-0.1%+5.56%加碼
26HQYHealthequity INC-0.1%-16.17%減碼
27GOOGAlphabet Inc-cl C-0.1%+1.75%加碼
28VTIVanguard Total Stock Mkt ETF-0.1%+0.34%加碼
29CRHCRH plc-0.1%-0.06%減碼
30NVDANvidia CORP-0.1%-1.53%減碼
31SGISomnigroup International INC-0.1%-11.42%減碼
32QQQInvesco Qqq Trust Series 1-0.1%+5.51%加碼
33MSFTMicrosoft CORP-0.2%+8.39%加碼
34CIENCiena CORP-0.2%-61.25%減碼
35VOOVanguard S&p 500 ETF-0.2%-2.07%減碼
36PNFPPinnacle Financial Partners, Inc.—EXIT清倉
37PNFPPinnacle Financial Partners—NEW新建倉
38GNRCGenerac Holdings INC—NEW新建倉
39PFFIshares Preferred & Income S—EXIT清倉
40QCOMQualcomm INC—EXIT清倉
41NOWServicenow INC—EXIT清倉
42PMPhilip Morris International—NEW新建倉
43DGDollar General CORP—EXIT清倉
44FDXFedex CORP—EXIT清倉
45SUSuncor Energy INC—NEW新建倉
46AXPAmerican Express Co—EXIT清倉
47LMTLockheed Martin CORP—NEW新建倉
48COSTCostco Wholesale CORP—NEW新建倉
49SBUXStarbucks CORP—NEW新建倉
50VODVodafone Group Plc-sp Adr—EXIT清倉

FAQ

Coyle Financial Counsel LLC 是什麼機構？屬於哪種投資人類型？
Coyle Financial Counsel 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$4.7億，分佈在 113 個已申報部位之中。
Coyle Financial Counsel LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Coyle Financial Counsel LLC 按市值排列的前幾大持股為： 1. Ishares Core S&p 500 ETF (IVV) — US$7813.6萬 (16.5%) 2. Vanguard Ftse Developed ETF (VEA) — US$6382.2萬 (13.5%) 3. Fidelity Total Bond ETF (FBND) — US$3625.9萬 (7.7%) 4. Freedom 100 Emeging Mrkt ETF (FRDM) — US$3190.7萬 (6.8%) 5. Invesco Qqq Trust Series 1 (QQQ) — US$2799.7萬 (5.9%)
Coyle Financial Counsel LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Coyle Financial Counsel LLC 共進行了 50 項顯著調整：新建倉 7 個部位、加碼 17 個既有持股、減碼 18 個部位，並完全清倉 8 個持股。 其中幅度最大的異動：清倉: Pinnacle Financial Partners, Inc. (PNFP); 新建倉: Pinnacle Financial Partners (PNFP); 新建倉: Generac Holdings INC (GNRC); 清倉: Ishares Preferred & Income S (PFF); 清倉: Qualcomm INC (QCOM)
Coyle Financial Counsel 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，Coyle Financial Counsel LLC 的主要板塊分佈如下： • Information Technology: 28.6% • Consumer Discretionary: 18.0% • Industrials: 15.9% • Communication Services: 11.0% • Financials: 10.5% • Health Care: 8.3%