CI
Cavalier Investments, LLC
集中型投资策略行业集中型趋势追踪型
申报总市值
US$37.0亿
申报季度: 2026-03-31 · 持股只数: 112
Cavalier Investments, LLC在最新一期 13F 报告中披露了 112 项持股，申报期为 2026-03-31，总持股市值约为 US$37.0亿，季度换手率为 80.1%。
机构性格雪花图
- 集中度
- 100
- 持仓稳定性
- 80.08
- 动能／逆势
- 100
- 行业集中度
- 100
- 多样化
- 100
- 仓位均衡度
- 57.82
近期动向
加仓 QQQ
+199.2% US$9.9亿
减仓 SPY
+60.5% US$3.6亿
减仓 IWM
-34.4% -US$2582.9万
加仓 GLD
+933.5% US$8862.8万
减仓 LRCX
-55.8% -US$2304.2万
减仓 PLTR
-17.4% -US$710.8万
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 73 大持股（共 112 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 |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 41.40% | +13.41% | +199.24% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 27.74% | -6.71% | +60.45% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 5.45% | -0.23% | +71.48% | |
| 4 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.63% | +2.18% | +933.48% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.21% | +88.99% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | -0.05% | +97.88% | |
| 7 | WDC | Western Digital CORP | 股票-科技 | 1.44% | +0.01% | +21.50% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.36% | -2.56% | -34.36% | |
| 9 | USO | United States Oil Fund LP | ETF-其他 | 1.27% | +1.27% | NEW | |
| 10 | TSLA | Tesla INC | 股票-周期性消费 | 1.00% | -0.06% | +117.00% | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.90% | +0.16% | +200.56% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.89% | -0.47% | +31.07% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 0.83% | +0.83% | NEW | |
| 14 | KLAC | Kla CORP | 股票-科技 | 0.78% | +0.78% | NEW | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 0.77% | -1.87% | -55.77% | |
| 16 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.69% | +0.65% | +3051.04% | |
| 17 | RKLB | Rocket Lab CORP | 股票-工业 | 0.56% | +0.56% | NEW | |
| 18 | XLB | Ss Materials Select Sector | ETF-其他 | 0.56% | +0.56% | NEW | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.53% | +0.53% | NEW | |
| 20 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.45% | +0.45% | NEW | |
| 21 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.44% | +0.44% | NEW | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.41% | -0.73% | -17.36% | |
| 23 | RTX | Rtx CORP | 股票-工业 | 0.37% | +0.37% | NEW | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.35% | +0.35% | NEW | |
| 25 | HWM | Howmet Aerospace INC | 股票-工业 | 0.34% | +0.05% | +97.54% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.32% | -0.56% | -27.57% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.30% | — | +20.72% | |
| 28 | AVAV | Aerovironment INC | 股票-工业 | 0.27% | +0.27% | NEW | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.25% | +0.25% | NEW | |
| 30 | IONQ | Ionq INC | 股票-科技 | 0.23% | — | +37.35% | |
| 31 | IGLD | Ft Vest Gold Strategy Target | ETF-避险与商品 | 0.22% | — | +37.52% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.21% | +0.21% | NEW | |
| 33 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.18% | +0.18% | NEW | |
| 34 | MSTR | Strategy INC | 股票-科技 | 0.17% | — | +14.34% | |
| 35 | IAK | Ishares U.s. Insurance ETF | ETF-其他 | 0.16% | +0.16% | NEW | |
| 36 | RGTI | Rigetti Computing INC | 股票-科技 | 0.15% | +0.12% | +1393.26% | |
| 37 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.14% | — | -8.13% | |
| 38 | PAVE | Global X US Infrastructure | ETF-其他 | 0.14% | +0.14% | NEW | |
| 39 | PJP | Invesco Pharmaceuticals ETF | ETF-其他 | 0.13% | +0.13% | NEW | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.12% | — | +46.97% | |
| 41 | EWO | Ishares Msci Austria ETF | ETF-其他 | 0.12% | — | +150.00% | |
| 42 | SVOL | Simplify Volatility Premium | ETF-其他 | 0.11% | +0.11% | NEW | |
| 43 | EPU | Ishares Msci Peru And Global | ETF-其他 | 0.10% | +0.10% | NEW | |
| 44 | T | At&t INC | 股票-通信服务 | 0.10% | — | -8.17% | |
| 45 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.09% | — | — | |
| 46 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.09% | +0.09% | NEW | |
| 47 | ALB | Albemarle CORP | 股票-原材料 | 0.09% | +0.09% | NEW | |
| 48 | AAPL | Apple INC | 股票-科技 | 0.08% | — | +260.25% | |
| 49 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.08% | — | — | |
| 50 | CBOE | Cboe Global Markets INC | 股票-金融 | 0.07% | — | -7.88% |
1–50 of 73
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
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 112 | US$37.0亿 | 80 | |
| 2025-12-31 | 87 | US$19.5亿 | 94 | |
| 2025-09-30 | 107 | US$12.2亿 | 100 | |
| 2025-06-30 | 71 | US$3.3亿 | 0 | |
| 2025-03-31 | 75 | US$2.9亿 | 100 | |
| 2024-12-31 | 74 | US$3.0亿 | 0 | |
| 2024-09-30 | 84 | US$3.3亿 | 0 | |
| 2024-06-30 | 79 | US$3.2亿 | 0 | |
| 2024-03-31 | 81 | US$2.7亿 | 0 | |
| 2023-12-31 | 90 | US$2.7亿 | 0 | |
| 2023-09-30 | 93 | US$2.6亿 | 0 | |
| 2023-06-30 | 94 | US$2.7亿 | 0 | |
| 2023-03-31 | 62 | US$2.4亿 | 0 | |
| 2022-12-31 | 98 | US$2.8亿 | 0 | |
| 2022-09-30 | 95 | US$2.8亿 | 0 | |
| 2022-06-30 | 97 | US$2.9亿 | 0 | |
| 2022-03-31 | 100 | US$3.8亿 | 0 | |
| 2021-12-31 | 112 | US$3.9亿 | 0 | |
| 2021-09-30 | 98 | US$3.2亿 | 0 | |
| 2021-06-30 | 94 | US$2.8亿 | 91 | |
| 2021-03-31 | 103 | US$2.3亿 | 45 | |
| 2020-12-31 | 98 | US$2.2亿 | 85 | |
| 2020-09-30 | 68 | US$1.5亿 | 52 | |
| 2020-06-30 | 69 | US$1.7亿 | 77 | |
| 2020-03-31 | 113 | US$1.7亿 | 58 | |
| 2019-12-31 | 141 | US$2.3亿 | 70 | |
| 2019-09-30 | 128 | US$2.3亿 | 54 | |
| 2019-06-30 | 123 | US$2.4亿 | 75 | |
| 2019-03-31 | 123 | US$2.4亿 | 95 | |
| 2018-12-31 | 182 | US$3.1亿 | 83 | |
| 2018-09-30 | 166 | US$3.4亿 | 74 | |
| 2018-06-30 | 147 | US$3.0亿 | 90 | |
| 2018-03-31 | 183 | US$2.8亿 | 82 | |
| 2017-12-31 | 132 | US$2.5亿 | 60 | |
| 2017-09-30 | 146 | US$2.1亿 | 77 | |
| 2017-06-30 | 147 | US$1.8亿 | 7 | |
| 2017-03-31 | 151 | US$1.8亿 | 95 | |
| 2016-12-31 | 125 | US$1.6亿 | 86 | |
| 2016-09-30 | 128 | US$1.6亿 | 78 | |
| 2016-06-30 | 116 | US$1.7亿 | 100 | |
| 2016-03-31 | 107 | US$1.7亿 | 89 | |
| 2015-12-31 | 117 | US$1.7亿 | 100 | |
| 2015-09-30 | 51 | US$1.2亿 | 0 |
本季持股变动
Cavalier Investments, LLC 在 2026-03-31 最显著的持仓异动： 清仓: General Electric (GE); 新建仓: United States Oil Fund LP (USO); 新建仓: Ss Energy Select Sector (XLE); 新建仓: Kla CORP (KLAC); 清仓: Reddit Inc-cl A (RDDT).
FAQ
Cavalier Investments, LLC 是什么机构？属于哪种投资人类型？
Cavalier Investments, 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$37.0亿，分布在 112 个已申报仓位之中。
Cavalier Investments, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Cavalier Investments, LLC 按市值排列的前几大持股为：
1. Invesco Qqq Trust Series 1 (QQQ) — US$15.3亿 (41.4%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$10.3亿 (27.7%)
3. Vaneck Semiconductor ETF (SMH) — US$2.0亿 (5.5%)
4. Spdr Gold Shares (GLD) — US$9729.9万 (2.6%)
5. Jpmorgan Chase & Co (JPM) — US$7596.7万 (2.0%)
Cavalier Investments, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Cavalier Investments, LLC 共进行了 50 项显著调整：新建仓 21 个仓位、加仓 13 个既有持股、减仓 6 个仓位，并完全清仓 10 个持股。 其中幅度最大的异动：清仓: General Electric (GE); 新建仓: United States Oil Fund LP (USO); 新建仓: Ss Energy Select Sector (XLE); 新建仓: Kla CORP (KLAC); 清仓: Reddit Inc-cl A (RDDT)
Cavalier Investments, 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，Cavalier Investments, LLC 的主要板块分布如下：
• Information Technology: 52.6%
• Financials: 18.3%
• Industrials: 14.0%
• Consumer Discretionary: 8.7%
• Health Care: 3.4%
• Materials: 1.8%