Foresight Capital Management Advisors, INC.

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$1.8億

申報季度: 2026-03-31 · 持股檔數: 96

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.在最新一期 13F 報告中揭露了 96 項持股，申報期為 2026-03-31，總持股市值約為 US$1.8億，季度換手率為 23.5%。

機構性格雪花圖

集中度: 10.12
持倉穩定性: 23.52
動能／逆勢: 100
產業集中度: 56.28
多樣化: 100
倉位均衡度: 87.98

近期動向

減碼 IBM
-34.2%　-US$355.6萬
減碼 GOOGL
-18.2%　-US$116.0萬
減碼 AVGO
-9.5%　-US$109.4萬
加碼 GLW
-26.9%　US$73.6萬
減碼 ARCC
-4.9%　-US$96.1萬
加碼 KMI
-4.4%　US$65.5萬

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
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	7.40%	-0.01%	+2.00%
2	IRM	Iron Mountain INC	股票-房地產	3.88%	—	-19.44%
3	JEPQ	JPM Nasdaq Equity Premium	ETF-科技型	3.55%	—	+3.16%
4	GLW	Corning INC	股票-科技	3.43%	+0.49%	-26.88%
5	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	3.09%	-0.13%	-0.50%
6	ARCC	Ares Capital CORP	股票-金融	2.96%	-0.44%	-4.92%
7	IDMO	Invesco S&p International De	ETF-其他	2.96%	-0.02%	-1.90%
8	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	2.71%	-0.03%	+0.56%
9	LVHI	Franklin International Low V	ETF-其他	2.61%	+0.25%	-2.15%
10	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	2.61%	—	+1.44%
11	AVGO	Broadcom INC	股票-科技	2.58%	-0.52%	-9.51%
12	AAPL	Apple INC	股票-科技	2.58%	-0.21%	-3.49%
13	KMI	Kinder Morgan INC	股票-能源	2.55%	+0.42%	-4.35%
14	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	2.50%	—	+2.11%
15	IBM	Intl Business Machines CORP	股票-科技	2.31%	-1.86%	-34.22%
16	VTWO	Vanguard Russell 2000 ETF	ETF-中小型股	2.26%	—	-1.17%
17	FDVV	Fidelity High Dividend ETF	ETF-其他	2.22%	—	-0.56%
18	PNC	Pnc Financial Services Group	股票-金融	2.19%	—	-2.73%
19	ENB	Enbridge INC	股票-能源	2.13%	+0.26%	-1.85%
20	FDD	First Trust Stoxx Europe	ETF-其他	2.12%	—	-1.34%
21	EVRG	Evergy INC	股票-公用事業	2.08%	+0.25%	-2.18%
22	VZ	Verizon Communications INC	股票-通訊服務	2.07%	+0.40%	-1.96%
23	IDVO	Amplify Cwp Intl Enh Dvd INC	ETF-其他	2.03%	—	-3.01%
24	GOOGL	Alphabet Inc-cl A	股票-通訊服務	1.95%	-0.57%	-18.25%
25	BBEU	Jpmorgan Betabuilders Europe	ETF-其他	1.80%	—	+0.90%
26	TXN	Texas Instruments INC	股票-科技	1.77%	+0.22%	-0.79%
27	JEPI	Jpmorgan Equity Premium Inco	ETF-其他	1.76%	—	+5.36%
28	NVDA	Nvidia CORP	股票-科技	1.76%	-0.07%	-0.22%
29	AMZN	Amazon.com INC	股票-循環性消費	1.62%	-0.17%	-2.63%
30	IGLD	Ft Vest Gold Strategy Target	ETF-避險與商品	1.58%	+1.58%	NEW
31	UL	Unilever Plc-sponsored Adr	股票-非循環性消費	1.58%	-0.14%	+2.51%
32	TSM	Taiwan Semiconductor-sp Adr	股票-科技	1.55%	+0.16%	-2.79%
33	MSFT	Microsoft CORP	股票-科技	1.42%	-0.21%	+10.17%
34	GLTR	Abrdn Precious Metals Basket	ETF-其他	1.24%	+1.24%	NEW
35	BMY	Bristol-myers Squibb Co	股票-醫療保健	1.23%	+1.23%	NEW
36	RDVY	First Trust Rising Dividend	ETF-其他	1.20%	+1.20%	NEW
37	KMB	Kimberly-clark CORP	股票-非循環性消費	1.15%	+1.15%	NEW
38	RYLD	Global X Russell 2000 Cov Cl	ETF-中小型股	1.14%	—	+4.90%
39	NOC	Northrop Grumman CORP	股票-工業	1.11%	+0.24%	+3.97%
40	PAVE	Global X US Infrastructure	ETF-其他	1.11%	—	-3.47%
41	VRP	Invesco Variable Rate Prefer	ETF-其他	0.91%	—	+3.53%
42	HSBC	Hsbc Holdings Plc-spons Adr	股票-金融	0.87%	-0.11%	-16.96%
43	O	Realty Income CORP	股票-房地產	0.76%	—	-1.42%
44	SYK	Stryker CORP	股票-醫療保健	0.73%	+0.16%	+31.79%
45	XMMO	Invesco S&p Midcap Momentum	ETF-其他	0.70%	—	-8.30%
46	SCHB	Schwab US Broad Market ETF	ETF-其他	0.67%	—	+0.27%
47	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.45%	—	+1.62%
48	JPM	Jpmorgan Chase & Co	股票-金融	0.33%	—	+0.35%
49	GEV	GE Vernova INC	股票-工業	0.28%	—	-2.53%
50	VRT	Vertiv Holdings Co-a	股票-工業	0.27%	+0.27%	NEW

1–50 of 96

申報總市值趨勢

產業配置

歷年產業分布趨勢

季度歷史總覽

季度	持股檔數	總市值	穩定性	主要持股
2026-03-31	96	US$1.8億	24	1SPY 2IRM 3JEPQ 主要持股2026-03-31 1.SPY 2.IRM 3.JEPQ 4.GLW 5.QQQ 6.ARCC 7.IDMO 8.VTI 9.LVHI 10.IVV
2025-12-31	93	US$1.8億	14	1SPY 2IBM 3IRM 主要持股2025-12-31 1.SPY 2.IBM 3.IRM 4.JEPQ 5.ARCC 6.QQQ 7.AVGO 8.IDMO 9.GLW 10.AAPL
2025-09-30	92	US$1.8億	41	1SPY 2IRM 3IBM 主要持股2025-09-30 1.SPY 2.IRM 3.IBM 4.JEPQ 5.QQQ 6.ARCC 7.AVGO 8.GLW 9.AAPL 10.VTI
2025-06-30	87	US$1.7億	0	1SPY 2IRM 3IBM 主要持股2025-06-30 1.SPY 2.IRM 3.IBM 4.ARCC 5.QQQ 6.JEPQ 7.AVGO 8.VTI 9.IVV 10.GLW
2025-03-31	87	US$1.6億	0	1SPY 2IRM 3IBM 主要持股2025-03-31 1.SPY 2.IRM 3.IBM 4.ARCC 5.JEPQ 6.QQQ 7.NVDA 8.AAPL 9.VTI 10.IVV
2024-12-31	83	US$1.7億	0	1SPY 2QQQ 3IRM 主要持股2024-12-31 1.SPY 2.QQQ 3.IRM 4.ARCC 5.IBM 6.NVDA 7.AVGO 8.JEPQ 9.AAPL 10.VTI
2024-09-30	84	US$1.7億	0	1SPY 2IRM 3QQQ 主要持股2024-09-30 1.SPY 2.IRM 3.QQQ 4.IBM 5.ARCC 6.HEFA 7.AAPL 8.NVDA 9.VTI 10.BIV
2024-06-30	75	US$1.5億	0	1QQQ 2SPY 3IRM 主要持股2024-06-30 1.QQQ 2.SPY 3.IRM 4.AVGO 5.ARCC 6.HEFA 7.NVDA 8.IBM 9.AAPL 10.BIV
2024-03-31	80	US$1.3億	0	1SPY 2IRM 3QQQ 主要持股2024-03-31 1.SPY 2.IRM 3.QQQ 4.ARCC 5.AVGO 6.NVDA 7.VTI 8.IVV 9.AAPL 10.MSFT
2023-12-31	65	US$9762.6萬	0	1SPY 2IRM 3ARCC 主要持股2023-12-31 1.SPY 2.IRM 3.ARCC 4.AVGO 5.AAPL 6.VTI 7.IVV 8.DIA 9.MSFT 10.QQQ
2022-09-30	44	US$5803.7萬	0	1SPY 2IRM 3DIV 主要持股2022-09-30 1.SPY 2.IRM 3.DIV 4.ARCC 5.AAPL 6.SPYD 7.IVV 8.VTI 9.DIA 10.RWL
2022-06-30	48	US$6541.2萬	0	1SPY 2IRM 3DIV 主要持股2022-06-30 1.SPY 2.IRM 3.DIV 4.AAPL 5.SPYD 6.IVV 7.DUK 8.VTI 9.DIA 10.XOM
2022-03-31	148	US$8963.3萬	0	1SPY 2IRM 3DIV 主要持股2022-03-31 1.SPY 2.IRM 3.DIV 4.AAPL 5.SPYD 6.IVV 7.VTI 8.MSFT 9.FDVV 10.AVGO
2021-12-31	142	US$1.0億	0	1SPY 2IRM 3DIV 主要持股2021-12-31 1.SPY 2.IRM 3.DIV 4.AAPL 5.SPYD 6.SRLN 7.VTI 8.MSFT 9.IVV 10.SOXX

本季持股變動

Foresight Capital Management Advisors, INC. 在 2026-03-31 最顯著的持倉異動：新建倉: Ft Vest Gold Strategy Target (IGLD); 清倉: Wisdomtree US Largecap Divid (DLN); 新建倉: Abrdn Precious Metals Basket (GLTR); 新建倉: Bristol-myers Squibb Co (BMY); 新建倉: First Trust Rising Dividend (RDVY).

Foresight Capital Management Advisors, INC. 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
1	GLW	Corning INC	+0.5%	-26.88%	減碼
2	KMI	Kinder Morgan INC	+0.4%	-4.35%	減碼
3	VZ	Verizon Communications INC	+0.4%	-1.96%	減碼
4	ENB	Enbridge INC	+0.3%	-1.85%	減碼
5	EVRG	Evergy INC	+0.3%	-2.18%	減碼
6	LVHI	Franklin International Low V	+0.3%	-2.15%	減碼
7	NOC	Northrop Grumman CORP	+0.2%	+3.97%	加碼
8	TXN	Texas Instruments INC	+0.2%	-0.79%	減碼
9	SYK	Stryker CORP	+0.2%	+31.79%	加碼
10	TSM	Taiwan Semiconductor-sp Adr	+0.2%	-2.79%	減碼
11	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+2.00%	加碼
12	IDMO	Invesco S&p International De	0%	-1.90%	減碼
13	VTI	Vanguard Total Stock Mkt ETF	0%	+0.56%	加碼
14	NVDA	Nvidia CORP	-0.1%	-0.22%	減碼
15	HSBC	Hsbc Holdings Plc-spons Adr	-0.1%	-16.96%	減碼
16	QQQ	Invesco Qqq Trust Series 1	-0.1%	-0.50%	減碼
17	UL	Unilever Plc-sponsored Adr	-0.1%	+2.51%	加碼
18	AMZN	Amazon.com INC	-0.2%	-2.63%	減碼
19	AAPL	Apple INC	-0.2%	-3.49%	減碼
20	MSFT	Microsoft CORP	-0.2%	+10.17%	加碼
21	ARCC	Ares Capital CORP	-0.4%	-4.92%	減碼
22	AVGO	Broadcom INC	-0.5%	-9.51%	減碼
23	GOOGL	Alphabet Inc-cl A	-0.6%	-18.25%	減碼
24	IBM	Intl Business Machines CORP	-1.9%	-34.22%	減碼
25	IGLD	Ft Vest Gold Strategy Target	—	NEW	新建倉
26	DLN	Wisdomtree US Largecap Divid	—	EXIT	清倉
27	GLTR	Abrdn Precious Metals Basket	—	NEW	新建倉
28	BMY	Bristol-myers Squibb Co	—	NEW	新建倉
29	RDVY	First Trust Rising Dividend	—	NEW	新建倉
30	SGOL	Abrdn Physical Gold Shares	—	EXIT	清倉
31	KMB	Kimberly-clark CORP	—	NEW	新建倉
32	QDEF	Flexshares Quality Dividend	—	EXIT	清倉
33	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	EXIT	清倉
34	VWO	Vanguard Ftse Emerging Marke	—	EXIT	清倉
35	EVMO	Eaton Vance Mortgage Opp ETF	—	EXIT	清倉
36	VRT	Vertiv Holdings Co-a	—	NEW	新建倉
37	SIXA	Etc 6 Meridian Mega Cap Equi	—	EXIT	清倉
38	NFLX	Netflix INC	—	NEW	新建倉
39	MRVL	Marvell Technology INC	—	EXIT	清倉
40	GEHC	GE Healthcare Technology	—	EXIT	清倉
41	APO	Apollo Global Management INC	—	EXIT	清倉
42	ASML	ASML Holding N.V.	—	NEW	新建倉
43	TMUS	T-mobile US INC	—	EXIT	清倉
44	AVDV	Avantis Intl S/c Value ETF	—	NEW	新建倉
45	MANH	Manhattan Associates INC	—	EXIT	清倉
46	DFNL	Davis Select Financial ETF	—	NEW	新建倉
47	KLAC	Kla CORP	—	NEW	新建倉
48	SPIB	Ss Spdr P Int C CORP ETF	—	EXIT	清倉
49	XOM	Exxon Mobil CORP	—	NEW	新建倉
50	MICC	The Magnum Ice Cream Company N.	—	EXIT	清倉

FAQ

Foresight Capital Management Advisors, INC. 是什麼機構？屬於哪種投資人類型？

Foresight Capital Management Advisors, INC. 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$1.8億，分佈在 96 個已申報部位之中。

Foresight Capital Management Advisors, INC. 目前前幾大持股有哪些？

根據最新 13F 申報，Foresight Capital Management Advisors, INC. 按市值排列的前幾大持股為： 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1330.4萬 (7.4%) 2. Iron Mountain INC (IRM) — US$697.5萬 (3.9%) 3. JPM Nasdaq Equity Premium (JEPQ) — US$637.4萬 (3.5%) 4. Corning INC (GLW) — US$617.0萬 (3.4%) 5. Invesco Qqq Trust Series 1 (QQQ) — US$554.8萬 (3.1%)

Foresight Capital Management Advisors, INC. 在最新一期 13F 申報中做了哪些操作？

在最新申報季度中，Foresight Capital Management Advisors, INC. 共進行了 50 項顯著調整：新建倉 12 個部位、加碼 6 個既有持股、減碼 18 個部位，並完全清倉 14 個持股。其中幅度最大的異動：新建倉: Ft Vest Gold Strategy Target (IGLD); 清倉: Wisdomtree US Largecap Divid (DLN); 新建倉: Abrdn Precious Metals Basket (GLTR); 新建倉: Bristol-myers Squibb Co (BMY); 新建倉: First Trust Rising Dividend (RDVY)

Foresight Capital Management Advisors, INC. 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，Foresight Capital Management Advisors, INC. 的主要板塊分佈如下： • Information Technology: 36.3% • Financials: 14.1% • Energy: 9.6% • Real Estate: 9.3% • Communication Services: 8.9% • Consumer Staples: 5.8%