BC
Bayshore Capital Advisors, LLC
集中型投资策略行业集中型趋势追踪型
申报总市值
US$2.4亿
申报季度: 2026-03-31 · 持股只数: 41
Bayshore Capital Advisors, LLC在最新一期 13F 报告中披露了 41 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 29.9%。
机构性格雪花图
- 集中度
- 100
- 持仓稳定性
- 29.88
- 动能／逆势
- 100
- 行业集中度
- 100
- 多样化
- 82
- 仓位均衡度
- 63.89
近期动向
减仓 FBTC
-74.9% -US$1009.8万
加仓 USAR
+1.6% US$2995.0万
减仓 GLD
-2.8% US$141.6万
加仓 OTF
+164.5% US$278.3万
加仓 INFL
+12.9% US$419.3万
减仓 SPY
-25.9% -US$85.2万
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 |
|---|---|---|---|---|---|---|---|
| 1 | USAR | USA Rare Earth INC | 股票-其他 | 55.84% | +4.71% | +1.63% | |
| 2 | GLD | Spdr Gold Shares | ETF-避险与商品 | 11.43% | -1.39% | -2.81% | |
| 3 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 7.26% | +0.76% | +12.92% | |
| 4 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 4.53% | +0.29% | +63.24% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.39% | -0.55% | +0.61% | |
| 6 | OTF | Blue Owl Technology Finance | 股票-其他 | 2.11% | +1.00% | +164.52% | |
| 7 | OBDC | Blue Owl Capital CORP | 股票-金融 | 1.82% | -0.40% | +8.94% | |
| 8 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密货币 | 1.70% | +0.25% | +78.71% | |
| 9 | GLXY | Galaxy Digital Inc-a | 股票-其他 | 1.22% | -0.53% | — | |
| 10 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.06% | +1.06% | NEW | |
| 11 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 1.03% | -5.23% | -74.95% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.87% | -0.58% | -25.92% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.82% | -0.29% | -5.54% | |
| 14 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.74% | -0.17% | -8.61% | |
| 15 | COPX | Global X Copper Miners ETF | ETF-其他 | 0.53% | +0.53% | NEW | |
| 16 | SGDM | Sprott Gold Miners ETF | ETF-避险与商品 | 0.52% | +0.17% | +64.00% | |
| 17 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 0.50% | +0.50% | NEW | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | -0.11% | — | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.36% | -0.09% | -3.06% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.36% | -0.08% | — | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.33% | +0.33% | NEW | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.33% | -0.03% | +9.71% | |
| 23 | GBDC | Golub Capital Bdc INC | 股票-金融 | 0.32% | +0.32% | NEW | |
| 24 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.31% | -0.05% | -4.25% | |
| 25 | FDIS | Fidelity Msci Cons Discr Ind | ETF-其他 | 0.31% | -0.15% | -11.60% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.30% | -0.13% | — | |
| 27 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.28% | -0.09% | — | |
| 28 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.25% | +0.25% | NEW | |
| 29 | FCOM | Fidelity Msci Comm Serv Indx | ETF-其他 | 0.23% | -0.07% | — | |
| 30 | UUUU | Energy Fuels INC | 股票-能源 | 0.22% | +0.01% | — | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.21% | -0.05% | -5.32% | |
| 32 | CSWC | Capital Southwest CORP | 股票-其他 | 0.19% | +0.19% | NEW | |
| 33 | MFIC | Midcap Financial Investment | 股票-其他 | 0.19% | +0.19% | NEW | |
| 34 | VDE | Vanguard Energy ETF | ETF-其他 | 0.18% | +0.02% | — | |
| 35 | SPPP | Sprott Physical Platinum And | 股票-其他 | 0.18% | -0.05% | — | |
| 36 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.14% | -0.04% | — | |
| 37 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.12% | +0.12% | NEW | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.12% | -0.02% | — | |
| 39 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.10% | -0.01% | — | |
| 40 | AAPL | Apple INC | 股票-科技 | 0.09% | -0.02% | — | |
| 41 | BWXT | Bwx Technologies INC | 股票-工业 | 0.09% | +0.09% | NEW |
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Bayshore Capital Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Gold Trust (IAU); 新建仓: Global X Copper Miners ETF (COPX); 新建仓: Vaneck Urani & Nuclr Etf-usd (NLR); 清仓: Nvidia CORP (NVDA); 新建仓: Microsoft CORP (MSFT).
FAQ
Bayshore Capital Advisors, LLC 是什么机构？属于哪种投资人类型？
Bayshore Capital Advisors, 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.4亿，分布在 41 个已申报仓位之中。
Bayshore Capital Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Bayshore Capital Advisors, LLC 按市值排列的前几大持股为：
1. USA Rare Earth INC (USAR) — US$1.3亿 (55.8%)
2. Spdr Gold Shares (GLD) — US$2708.3万 (11.4%)
3. Horizon Kinetics Infl Benef (INFL) — US$1720.6万 (7.3%)
4. Ishares Bitcoin Trust ETF (IBIT) — US$1072.4万 (4.5%)
5. Ishares Russell 1000 ETF (IWB) — US$566.0万 (2.4%)
Bayshore Capital Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Bayshore Capital Advisors, LLC 共进行了 31 项显著调整：新建仓 10 个仓位、加仓 9 个既有持股、减仓 9 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Ishares Gold Trust (IAU); 新建仓: Global X Copper Miners ETF (COPX); 新建仓: Vaneck Urani & Nuclr Etf-usd (NLR); 清仓: Nvidia CORP (NVDA); 新建仓: Microsoft CORP (MSFT)
Bayshore Capital Advisors, LLC 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，Bayshore Capital Advisors, LLC 的主要板块分布如下：
• Financials: 71.0%
• Information Technology: 11.8%
• Consumer Discretionary: 8.5%
• Energy: 6.3%
• Industrials: 2.4%