IP

Intellectus Partners, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$4.9亿

申报季度: 2026-03-31 · 持股只数: 290

Intellectus Partners, LLC在最新一期 13F 报告中披露了 290 项持股，申报期为 2026-03-31，总持股市值约为 US$4.9亿，季度换手率为 19.8%。

机构性格雪花图

集中度
5.18
持仓稳定性
19.85
动能／逆势
100
行业集中度
46.91
多样化
100
仓位均衡度
83.37

近期动向

  • 减仓 TSLA

    +0.5%　-US$513.8万

  • 减仓 MU

    -30.8%　-US$270.3万

  • 减仓 AMZN

    -3.3%　-US$278.2万

  • 加仓 CCJ

    -3.8%　US$111.2万

  • 减仓 SLV

    -78.7%　-US$163.6万

  • 加仓 KLAC

    -0.1%　US$111.2万

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
1TSLATesla INC股票-周期性消费5.14%-0.71%+0.45%
2AMZNAmazon.com INC股票-周期性消费3.87%-0.33%-3.34%
3GOOGAlphabet Inc-cl C股票-通信服务3.76%-0.20%-1.72%
4METAMeta Platforms Inc-class A股票-通信服务2.84%-0.13%+4.64%
5NVDANvidia CORP股票-科技2.59%—+8.97%
6MUMicron Technology INC股票-科技2.50%-0.39%-30.78%
7KATScharf ETFETF-其他2.36%-0.01%-3.24%
8FDDFirst Trust Stoxx EuropeETF-其他2.01%-0.05%-9.33%
9CCJCameco CORP股票-能源1.83%+0.32%-3.80%
10PLTRPalantir Technologies Inc-a股票-科技1.69%-0.26%-0.15%
11MSFTMicrosoft CORP股票-科技1.59%-0.22%+8.46%
12GOOGLAlphabet Inc-cl A股票-通信服务1.47%—+1.01%
13GSGoldman Sachs Group INC股票-金融1.43%—-2.30%
14KLACKla CORP股票-科技1.31%+0.29%-0.14%
15VTVVanguard Value ETFETF-其他1.21%—+0.25%
16JPMJpmorgan Chase & Co股票-金融1.19%—+0.85%
17DSLDoubleline Income Solutions股票-其他1.02%—+5.46%
18FCXFreeport-mcmoran INC股票-原材料0.95%+0.22%+7.00%
19AAPLApple INC股票-科技0.94%—+9.32%
20DBLDoubleline Opport Credit股票-其他0.84%—-2.90%
21XLESs Energy Select SectorETF-其他0.83%+0.27%+2.31%
22LMTLockheed Martin CORP股票-工业0.83%+0.17%-4.02%
23RKLBRocket Lab CORP股票-工业0.83%-0.16%-13.68%
24GBTCGrayscale Bitcoin Trust ETFETF-加密货币0.82%-0.19%+0.27%
25BCXBlackrock Resources & Commod股票-其他0.80%—-11.27%
26ISRGIntuitive Surgical INC股票-医疗保健0.78%-0.11%+1.99%
27DALDelta Air Lines INC股票-工业0.69%—+1.08%
28AVAVAerovironment INC股票-工业0.68%-0.10%+10.30%
29RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.68%—+9.56%
30AMDAdvanced Micro Devices股票-科技0.67%—+28.51%
31VYMVanguard High Dvd Yield ETFETF-其他0.65%——
32ARCCAres Capital CORP股票-金融0.63%—+14.35%
33BRK-BBerkshire Hathaway Inc-cl B股票-其他0.61%—-4.79%
34VVisa Inc-class A Shares股票-金融0.60%—+4.99%
35SHOPShopify INC - Class A股票-科技0.60%-0.12%+7.86%
36ACHRArcher Aviation Inc-a股票-工业0.57%-0.17%+5.61%
37NFLXNetflix INC股票-通信服务0.57%+0.22%+49.95%
38SNOWSnowflake INC股票-科技0.56%-0.21%—
39BABAAlibaba Group Holding-sp Adr股票-周期性消费0.55%—-4.78%
40ZTSZoetis INC股票-医疗保健0.55%—+6.32%
41GLDSpdr Gold SharesETF-避险与商品0.54%-0.13%-30.69%
42WMTWalmart INC股票-非周期性消费0.53%—-1.91%
43VTIVanguard Total Stock Mkt ETFETF-其他0.53%—+12.79%
44BBNBlackrock Taxable Muni Bnd股票-其他0.52%—-12.15%
45VOVanguard Mid-cap ETFETF-其他0.51%—+0.19%
46QCOMQualcomm INC股票-科技0.50%-0.12%+0.10%
47SOXXIshares Semiconductor ETFETF-其他0.50%—-5.14%
48DBDeutsche Bank Aktiengesellschaft股票-金融0.49%-0.12%—
49VBRVanguard Small-cap Value ETFETF-其他0.49%+0.21%+59.08%
50NEMNewmont CORP股票-原材料0.48%—-10.80%
1–50 of 290

本季持股变动

Intellectus Partners, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Blackrock Muniyield Fund (XMYDX); 新建仓: Blackrock Muniyield Quality (MQY); 清仓: Paccar INC (PCAR); 新建仓: Ss Spdr Bb 1-3m T-bill ETF (BIL); 新建仓: Heartflow INC (HTFL).

Intellectus Partners, 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
1CCJCameco CORP+0.3%-3.80%减仓
2KLACKla CORP+0.3%-0.14%减仓
3XLESs Energy Select Sector+0.3%+2.31%加仓
4NFLXNetflix INC+0.2%+49.95%加仓
5FCXFreeport-mcmoran INC+0.2%+7.00%加仓
6VBRVanguard Small-cap Value ETF+0.2%+59.08%加仓
7ABBVAbbvie INC+0.2%+66.57%加仓
8LMTLockheed Martin CORP+0.2%-4.02%减仓
9IBMIntl Business Machines CORP+0.2%+114.93%加仓
10VRTVertiv Holdings Co-a+0.2%-4.23%减仓
11OXYOccidental Petroleum CORP+0.1%+16.60%加仓
12KATScharf ETF0%-3.24%减仓
13FDDFirst Trust Stoxx Europe-0.1%-9.33%减仓
14AVAVAerovironment INC-0.1%+10.30%加仓
15ISRGIntuitive Surgical INC-0.1%+1.99%加仓
16QCOMQualcomm INC-0.1%+0.10%加仓
17SHOPShopify INC - Class A-0.1%+7.86%加仓
18BXBlackstone INC-0.1%-1.69%减仓
19HUBSHubspot INC-0.1%-0.76%减仓
20DBDeutsche Bank Aktiengesellschaft-0.1%—不变
21FSKFs Kkr Capital CORP-0.1%-9.33%减仓
22METAMeta Platforms Inc-class A-0.1%+4.64%加仓
23GLDSpdr Gold Shares-0.1%-30.69%减仓
24HIMSHims & Hers Health INC-0.1%+5.34%加仓
25ORCLOracle CORP-0.1%-7.39%减仓
26RKLBRocket Lab CORP-0.2%-13.68%减仓
27ACHRArcher Aviation Inc-a-0.2%+5.61%加仓
28HONHoneywell International INC-0.2%-49.77%减仓
29GBTCGrayscale Bitcoin Trust ETF-0.2%+0.27%加仓
30VRNSVaronis Systems INC-0.2%—不变
31CSXCsx CORP-0.2%-66.18%减仓
32GOOGAlphabet Inc-cl C-0.2%-1.72%减仓
33SNOWSnowflake INC-0.2%—不变
34MSFTMicrosoft CORP-0.2%+8.46%加仓
35NUVBNuvation Bio INC-0.2%+1.75%加仓
36PLTRPalantir Technologies Inc-a-0.3%-0.15%减仓
37JNJJohnson & Johnson-0.3%-72.65%减仓
38SLVIshares Silver Trust-0.3%-78.69%减仓
39AMZNAmazon.com INC-0.3%-3.34%减仓
40MUMicron Technology INC-0.4%-30.78%减仓
41TSLATesla INC-0.7%+0.45%加仓
42XMYDXBlackrock Muniyield Fund—EXIT清仓
43MQYBlackrock Muniyield Quality—NEW新建仓
44PCARPaccar INC—EXIT清仓
45BILSs Spdr Bb 1-3m T-bill ETF—NEW新建仓
46HTFLHeartflow INC—NEW新建仓
47KOCoca-cola Co/the—NEW新建仓
48NUENucor CORP—NEW新建仓
49ADPAutomatic Data Processing—NEW新建仓
50IWOIshares Russell 2000 Growth—NEW新建仓

FAQ

Intellectus Partners, LLC 是什么机构？属于哪种投资人类型？
Intellectus Partners, 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$4.9亿，分布在 290 个已申报仓位之中。
Intellectus Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Intellectus Partners, LLC 按市值排列的前几大持股为： 1. Tesla INC (TSLA) — US$2515.6万 (5.1%) 2. Amazon.com INC (AMZN) — US$1898.1万 (3.9%) 3. Alphabet Inc-cl C (GOOG) — US$1840.4万 (3.8%) 4. Meta Platforms Inc-class A (META) — US$1392.0万 (2.8%) 5. Nvidia CORP (NVDA) — US$1269.4万 (2.6%)
Intellectus Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Intellectus Partners, LLC 共进行了 47 项显著调整：新建仓 7 个仓位、加仓 18 个既有持股、减仓 20 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Blackrock Muniyield Fund (XMYDX); 新建仓: Blackrock Muniyield Quality (MQY); 清仓: Paccar INC (PCAR); 新建仓: Ss Spdr Bb 1-3m T-bill ETF (BIL); 新建仓: Heartflow INC (HTFL)
Intellectus Partners, 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，Intellectus Partners, LLC 的主要板块分布如下： • Information Technology: 26.8% • Consumer Discretionary: 16.8% • Communication Services: 13.2% • Financials: 12.8% • Industrials: 10.6% • Health Care: 8.3%