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Checchi Capital Advisers, LLC

分散型投资策略趋势追踪型

申报总市值

US$19.8亿

申报季度: 2026-03-31 · 持股只数: 604

Checchi Capital Advisers, LLC在最新一期 13F 报告中披露了 604 项持股，申报期为 2026-03-31，总持股市值约为 US$19.8亿，季度换手率为 31.7%。

机构性格雪花图

集中度
17.39
持仓稳定性
31.68
动能／逆势
100
行业集中度
45.96
多样化
100
仓位均衡度
49.96

近期动向

  • 加仓 SPY

    +117.0%　US$1.9亿

  • 减仓 QQQ

    -47.6%　-US$1.5亿

  • 减仓 VUG

    -93.5%　-US$6039.2万

  • 加仓 VTV

    +1231.5%　US$1438.8万

  • 加仓 IEV

    +377.2%　US$1382.4万

  • 减仓 MSFT

    +3.5%　-US$780.0万

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 598 大持股（共 604 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
1SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长18.09%+9.26%+117.05%
2QQQInvesco Qqq Trust Series 1ETF-科技型7.39%-7.79%-47.62%
3EEMIshares Msci Emerging MarketETF-新兴市场2.03%—-4.76%
4AAPLApple INC股票-科技2.03%-0.22%-2.48%
5EFAIshares Msci Eafe ETFETF-其他1.73%-0.09%-5.23%
6NVDANvidia CORP股票-科技1.66%—+5.38%
7BWXState Street Spdr BloombergETF-其他1.59%-0.17%-6.43%
8MSFTMicrosoft CORP股票-科技1.50%-0.42%+3.50%
9JNKSs Spdr Bb High Yield BondETF-非投资级债1.43%+0.04%+5.57%
10IAUIshares Gold TrustETF-避险与商品1.41%-0.08%-11.58%
11VGLTVanguard Long-term TreasuryETF-政府公债1.24%+0.07%+8.77%
12IGOVIshares International TreasuETF-其他1.22%-0.09%-4.74%
13LEMBIshares Jp Morgan Em Local CETF-其他1.16%-0.15%-8.95%
14IBNDState Street Spdr BloombergETF-其他1.11%—+0.53%
15EMBIshares Jp Morgan Usd EmergiETF-其他1.08%-0.06%-1.44%
16EMLCVaneck JPM Em Local Curr BndETF-其他1.07%—+6.59%
17VWOVanguard Ftse Emerging MarkeETF-新兴市场1.05%-0.21%-15.79%
18VBRVanguard Small-cap Value ETFETF-其他1.00%+0.33%+47.62%
19PICBInvesco International CorporETF-其他0.98%-0.09%-4.96%
20VWOBVanguard Emerg Mkts Gov BndETF-其他0.97%—-0.41%
21EFVIshares Msci Eafe Value ETFETF-其他0.90%-0.09%-11.82%
22IEVIshares Europe ETFETF-其他0.89%+0.70%+377.22%
23BWZState Street Spdr BloombergETF-其他0.87%+0.04%+7.83%
24GLDSpdr Gold SharesETF-避险与商品0.85%-0.19%-24.51%
25AMLPAlerian Mlp ETFETF-其他0.79%—-7.03%
26VTVVanguard Value ETFETF-其他0.78%+0.72%+1231.49%
27SPTLSs Spdr Pf Lng Trm Tsy E-usdETF-其他0.77%-0.20%-19.14%
28PGXInvesco Preferred ETFETF-其他0.76%—+3.28%
29AMZNAmazon.com INC股票-周期性消费0.76%—+5.22%
30TLTIshares 20+ Year Treasury BdETF-政府公债0.75%+0.24%+49.05%
31MBBIshares Mbs ETFETF-其他0.71%—+1.76%
32VCITVanguard Int-term CorporateETF-投资级公司债0.71%—+4.54%
33IEMGIshares Core Msci EmergingETF-新兴市场0.70%—+2.52%
34ISHGIshares -3 Year InternationaETF-其他0.68%—-3.32%
35TSLATesla INC股票-周期性消费0.68%-0.12%+4.20%
36SCZIshares Msci Eafe Small-capETF-其他0.67%-0.06%-8.27%
37GOOGLAlphabet Inc-cl A股票-通信服务0.66%—+7.53%
38GOOGAlphabet Inc-cl C股票-通信服务0.66%—+4.10%
39HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-非投资级债0.61%-0.09%-10.96%
40AVGOBroadcom INC股票-科技0.61%—+4.97%
41AVDVAvantis Intl S/c Value ETFETF-其他0.59%+0.04%+2.78%
42EEMSIshares Msci Emerging Mkt SmETF-新兴市场0.56%-0.07%-11.29%
43EFGIshares Msci Eafe Growth ETFETF-其他0.53%-0.14%-17.40%
44VCSHVanguard S/t CORP Bond ETFETF-投资级公司债0.53%—-1.69%
45VNQVanguard Real Estate ETFETF-其他0.49%—+4.27%
46DGSWisdomtree Em Small CapETF-中小型股0.48%—-6.37%
47COSTCostco Wholesale CORP股票-非周期性消费0.46%+0.07%+4.17%
48METAMeta Platforms Inc-class A股票-通信服务0.46%—+8.02%
49VSSVanguard Ftse All Wo X-us ScETF-其他0.46%—-0.22%
50LLYEli Lilly & Co股票-医疗保健0.46%-0.07%+2.29%
1–50 of 598

本季持股变动

Checchi Capital Advisers, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Msci Canada ETF (EWC); 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Vanguard Russell 1000 Growth (VONG); 加仓: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股数 +117.05%.

Checchi Capital Advisers, LLC 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
1SPYSs Spdr S&p 500 ETF Trust-us+9.3%+117.05%加仓
2VTVVanguard Value ETF+0.7%+1231.49%加仓
3IEVIshares Europe ETF+0.7%+377.22%加仓
4VBRVanguard Small-cap Value ETF+0.3%+47.62%加仓
5VBKVanguard Small-cap Grwth ETF+0.3%+486.79%加仓
6VGKVanguard Ftse Europe ETF+0.3%+1860.49%加仓
7TLTIshares 20+ Year Treasury Bd+0.2%+49.05%加仓
8EPPIshares Msci Pacific Ex Japa+0.2%+710.03%加仓
9XOMExxon Mobil CORP+0.1%+3.97%加仓
10VGLTVanguard Long-term Treasury+0.1%+8.77%加仓
11COSTCostco Wholesale CORP+0.1%+4.17%加仓
12JNJJohnson & Johnson+0.1%+3.80%加仓
13CVXChevron CORP+0.1%+3.58%加仓
14WMTWalmart INC+0.1%+3.63%加仓
15JNKSs Spdr Bb High Yield Bond0%+5.57%加仓
16AVDVAvantis Intl S/c Value ETF0%+2.78%加仓
17BWZState Street Spdr Bloomberg0%+7.83%加仓
18CATCaterpillar INC0%+4.72%加仓
19APOApollo Global Management INC-0.1%-7.30%减仓
20ORCLOracle CORP-0.1%+2.84%加仓
21APLDApplied Digital CORP-0.1%-20.60%减仓
22UNHUnitedhealth Group INC-0.1%+3.15%加仓
23SCZIshares Msci Eafe Small-cap-0.1%-8.27%减仓
24EMBIshares Jp Morgan Usd Emergi-0.1%-1.44%减仓
25LLYEli Lilly & Co-0.1%+2.29%加仓
26EEMSIshares Msci Emerging Mkt Sm-0.1%-11.29%减仓
27IAUIshares Gold Trust-0.1%-11.58%减仓
28INDAIshares Msci India ETF-0.1%-13.50%减仓
29PICBInvesco International Corpor-0.1%-4.96%减仓
30HYGIshr Ibx Usd Hiyld Cb Etf-ui-0.1%-10.96%减仓
31EFVIshares Msci Eafe Value ETF-0.1%-11.82%减仓
32SPMBSs Spdr P Mort Back Bond ETF-0.1%-23.86%减仓
33IGOVIshares International Treasu-0.1%-4.74%减仓
34EFAIshares Msci Eafe ETF-0.1%-5.23%减仓
35MGKVanguard Mega Cap Growth ETF-0.1%-30.74%减仓
36TSLATesla INC-0.1%+4.20%加仓
37EFGIshares Msci Eafe Growth ETF-0.1%-17.40%减仓
38LEMBIshares Jp Morgan Em Local C-0.2%-8.95%减仓
39BWXState Street Spdr Bloomberg-0.2%-6.43%减仓
40GLDSpdr Gold Shares-0.2%-24.51%减仓
41SPTLSs Spdr Pf Lng Trm Tsy E-usd-0.2%-19.14%减仓
42VWOVanguard Ftse Emerging Marke-0.2%-15.79%减仓
43AAPLApple INC-0.2%-2.48%减仓
44MSFTMicrosoft CORP-0.4%+3.50%加仓
45VUGVanguard Growth ETF-3.1%-93.48%减仓
46QQQInvesco Qqq Trust Series 1-7.8%-47.62%减仓
47EWCIshares Msci Canada ETF—NEW新建仓
48AZNAstraZeneca PLC—NEW新建仓
49AZNNAstrazeneca Plc-spons Adr—EXIT清仓
50VONGVanguard Russell 1000 Growth—EXIT清仓

FAQ

Checchi Capital Advisers, LLC 是什么机构？属于哪种投资人类型？
Checchi Capital Advisers, 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$19.8亿，分布在 604 个已申报仓位之中。
Checchi Capital Advisers, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Checchi Capital Advisers, LLC 按市值排列的前几大持股为： 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$3.6亿 (18.1%) 2. Invesco Qqq Trust Series 1 (QQQ) — US$1.5亿 (7.4%) 3. Ishares Msci Emerging Market (EEM) — US$4019.7万 (2.0%) 4. Apple INC (AAPL) — US$4009.4万 (2.0%) 5. Ishares Msci Eafe ETF (EFA) — US$3422.9万 (1.7%)
Checchi Capital Advisers, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Checchi Capital Advisers, LLC 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 23 个既有持股、减仓 23 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Ishares Msci Canada ETF (EWC); 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Vanguard Russell 1000 Growth (VONG); 加仓: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股数 +117.05%
Checchi Capital Advisers, 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，Checchi Capital Advisers, LLC 的主要板块分布如下： • Information Technology: 29.6% • Financials: 15.5% • Consumer Discretionary: 9.9% • Health Care: 9.8% • Industrials: 8.5% • Communication Services: 8.2%