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Elite Wealth Management, Inc.

行业集中型趋势追踪型高品质投资策略

申报总市值

US$3.1亿

申报季度: 2026-03-31 · 持股只数: 49

Elite Wealth Management, Inc.在最新一期 13F 报告中披露了 49 项持股，申报期为 2026-03-31，总持股市值约为 US$3.1亿，季度换手率为 38.6%。

机构性格雪花图

集中度
46.36
持仓稳定性
38.57
动能／逆势
100
行业集中度
100
多样化
98
仓位均衡度
78.15

近期动向

  • 减仓 MSFT

    -4.2%　-US$3186.2万

  • 减仓 ISRG

    -96.3%　-US$889.2万

  • 加仓 AMZN

    +16.6%　US$100.2万

  • 加仓 KLAC

    +417.4%　US$389.4万

  • 加仓 AAPL

    +34.1%　US$216.7万

  • 减仓 META

    -20.9%　-US$564.3万

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
1MSFTMicrosoft CORP股票-科技28.39%-4.10%-4.24%
2NVDANvidia CORP股票-科技11.49%+0.43%-6.82%
3GOOGLAlphabet Inc-cl A股票-通信服务8.59%+0.49%-3.20%
4AMZNAmazon.com INC股票-周期性消费6.59%+1.34%+16.58%
5METAMeta Platforms Inc-class A股票-通信服务4.00%-0.89%-20.85%
6AVGOBroadcom INC股票-科技3.53%+0.02%-5.78%
7AAPLApple INC股票-科技3.50%+1.16%+34.08%
8PLTRPalantir Technologies Inc-a股票-科技3.13%-0.34%-8.12%
9SILGlobal X Silver Miners ETFETF-避险与商品3.11%—-7.47%
10GLDSpdr Gold SharesETF-避险与商品3.10%+0.54%-6.33%
11CBChubb Limited股票-金融2.59%+2.59%NEW
12HWMHowmet Aerospace INC股票-工业2.28%+0.45%-6.96%
13AEMAgnico Eagle Mines LTD股票-原材料1.74%+0.49%-2.69%
14RYRoyal Bank Of Canada股票-金融1.70%+1.70%NEW
15CLSCelestica INC股票-科技1.65%+0.22%+1.94%
16KLACKla CORP股票-科技1.50%+1.30%+417.43%
17EWYIshares Msci South Korea ETFETF-其他1.44%+1.44%NEW
18PMPhilip Morris International股票-非周期性消费1.39%—-2.59%
19AIAIshares Asia 50 ETFETF-其他1.35%+1.35%NEW
20GOOGAlphabet Inc-cl C股票-通信服务1.14%-0.18%-20.62%
21XLKSs Technology Select SectorETF-科技型1.04%+0.07%-2.42%
22AMDAdvanced Micro Devices股票-科技0.83%-0.29%-34.98%
23CATCaterpillar INC股票-工业0.59%+0.59%NEW
24ETREntergy CORP股票-公用事业0.48%+0.17%+4.64%
25GILDGilead Sciences INC股票-医疗保健0.47%+0.13%+3.55%
26SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.42%—-13.18%
27KOCoca-cola Co/the股票-非周期性消费0.37%—+4.36%
28DGDollar General CORP股票-非周期性消费0.35%+0.35%NEW
29MMM3m Co股票-工业0.31%—+1.06%
30QQQInvesco Qqq Trust Series 1ETF-科技型0.28%—-10.57%
31HCAHca Healthcare INC股票-医疗保健0.27%+0.27%NEW
32XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.25%—-0.32%
33COSTCostco Wholesale CORP股票-非周期性消费0.24%-0.03%-34.94%
34FIGFigma Inc-cl A股票-其他0.24%-0.12%+0.57%
35HOODRobinhood Markets INC - A股票-金融0.18%-0.07%-1.30%
36NRGNrg Energy INC股票-公用事业0.17%—+6.44%
37BABoeing Co/the股票-工业0.16%—-4.36%
38CEGConstellation Energy股票-公用事业0.15%+0.15%NEW
39TSLATesla INC股票-周期性消费0.12%-0.02%-15.59%
40CVXChevron CORP股票-能源0.11%—-42.52%
41ISRGIntuitive Surgical INC股票-医疗保健0.09%-2.41%-96.32%
42CRWDCrowdstrike Holdings INC - A股票-科技0.09%—-22.15%
43VOOVanguard S&p 500 ETFETF-大型股与成长0.09%—-26.06%
44RKLBRocket Lab CORP股票-工业0.09%—-0.19%
45GEVGE Vernova INC股票-工业0.09%—-29.79%
46IWFIshares Russell 1000 GrowthETF-其他0.08%—-29.63%
47EXPEExpedia Group INC股票-周期性消费0.08%+0.08%NEW
48NFLXNetflix INC股票-通信服务0.07%-0.69%-92.00%
49ARMArm Holdings Plc-adr股票-科技0.06%+0.06%NEW

本季持股变动

Elite Wealth Management, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Chubb Limited (CB); 清仓: Sap Se-sponsored Adr (SAP); 新建仓: Royal Bank Of Canada (RY); 新建仓: Ishares Msci South Korea ETF (EWY); 清仓: Mastercard INC - A (MA).

Elite Wealth Management, 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
1AMZNAmazon.com INC+1.3%+16.58%加仓
2KLACKla CORP+1.3%+417.43%加仓
3AAPLApple INC+1.2%+34.08%加仓
4GLDSpdr Gold Shares+0.5%-6.33%减仓
5GOOGLAlphabet Inc-cl A+0.5%-3.20%减仓
6AEMAgnico Eagle Mines LTD+0.5%-2.69%减仓
7HWMHowmet Aerospace INC+0.5%-6.96%减仓
8NVDANvidia CORP+0.4%-6.82%减仓
9CLSCelestica INC+0.2%+1.94%加仓
10ETREntergy CORP+0.2%+4.64%加仓
11GILDGilead Sciences INC+0.1%+3.55%加仓
12XLKSs Technology Select Sector+0.1%-2.42%减仓
13AVGOBroadcom INC0%-5.78%减仓
14SPYSs Spdr S&p 500 ETF Trust-us—-13.18%减仓
15QQQInvesco Qqq Trust Series 1—-10.57%减仓
16TSLATesla INC0%-15.59%减仓
17COSTCostco Wholesale CORP0%-34.94%减仓
18HOODRobinhood Markets INC - A-0.1%-1.30%减仓
19FIGFigma Inc-cl A-0.1%+0.57%加仓
20GOOGAlphabet Inc-cl C-0.2%-20.62%减仓
21AMDAdvanced Micro Devices-0.3%-34.98%减仓
22PLTRPalantir Technologies Inc-a-0.3%-8.12%减仓
23NFLXNetflix INC-0.7%-92.00%减仓
24METAMeta Platforms Inc-class A-0.9%-20.85%减仓
25ISRGIntuitive Surgical INC-2.4%-96.32%减仓
26MSFTMicrosoft CORP-4.1%-4.24%减仓
27CBChubb Limited—NEW新建仓
28SAPSap Se-sponsored Adr—EXIT清仓
29RYRoyal Bank Of Canada—NEW新建仓
30EWYIshares Msci South Korea ETF—NEW新建仓
31MAMastercard INC - A—EXIT清仓
32AIAIshares Asia 50 ETF—NEW新建仓
33GEGeneral Electric—EXIT清仓
34AXPAmerican Express Co—EXIT清仓
35SPOTSpotify Technology S.A.—EXIT清仓
36ORCLOracle CORP—EXIT清仓
37CATCaterpillar INC—NEW新建仓
38NWGNatwest Group PLC -spon Adr—EXIT清仓
39JPMJpmorgan Chase & Co—EXIT清仓
40DGDollar General CORP—NEW新建仓
41HCAHca Healthcare INC—NEW新建仓
42CEGConstellation Energy—NEW新建仓
43DUKDuke Energy CORP—EXIT清仓
44CRMSalesforce INC—EXIT清仓
45EXPEExpedia Group INC—NEW新建仓
46GPIXGldm SA S&p 500 Pr In Etf-us—EXIT清仓
47GPIQGs Nasdaq-100 Pr INC Etf-usd—EXIT清仓
48INSMInsmed INC—EXIT清仓
49XOMExxon Mobil CORP—EXIT清仓
50ARMArm Holdings Plc-adr—NEW新建仓

FAQ

Elite Wealth Management, Inc. 是什么机构？属于哪种投资人类型？
Elite Wealth Management, 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$3.1亿，分布在 49 个已申报仓位之中。
Elite Wealth Management, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Elite Wealth Management, Inc. 按市值排列的前几大持股为： 1. Microsoft CORP (MSFT) — US$8746.4万 (28.4%) 2. Nvidia CORP (NVDA) — US$3540.7万 (11.5%) 3. Alphabet Inc-cl A (GOOGL) — US$2645.8万 (8.6%) 4. Amazon.com INC (AMZN) — US$2029.9万 (6.6%) 5. Meta Platforms Inc-class A (META) — US$1232.8万 (4.0%)
Elite Wealth Management, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Elite Wealth Management, Inc. 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 7 个既有持股、减仓 19 个仓位，并完全清仓 14 个持股。 其中幅度最大的异动：新建仓: Chubb Limited (CB); 清仓: Sap Se-sponsored Adr (SAP); 新建仓: Royal Bank Of Canada (RY); 新建仓: Ishares Msci South Korea ETF (EWY); 清仓: Mastercard INC - A (MA)
Elite Wealth Management, 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，Elite Wealth Management, Inc. 的主要板块分布如下： • Information Technology: 61.2% • Communication Services: 15.6% • Consumer Discretionary: 7.7% • Financials: 5.0% • Industrials: 4.0% • Consumer Staples: 2.6%