TW

Transform Wealth, LLC

分散型投资策略高频交易型逆势操作型

申报总市值

US$16.5亿

申报季度: 2025-03-31 · 持股只数: 242

Transform Wealth, LLC在最新一期 13F 报告中披露了 242 项持股，申报期为 2025-03-31，总持股市值约为 US$16.5亿，季度换手率为 200.0%。

机构性格雪花图

集中度
15.47
持仓稳定性
100
动能／逆势
0
行业集中度
58.82
多样化
100
仓位均衡度
71.03

近期动向

  • 新建仓 POWL

  • 新建仓 AAPL

  • 新建仓 SGOV

  • 新建仓 MSFT

  • 新建仓 NVDA

  • 新建仓 AGG

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
1POWLPowell Industries INC股票-工业16.79%+16.79%NEW
2AAPLApple INC股票-科技3.92%+3.92%NEW
3SGOVIshares 0-3 Month Treasury BETF-政府公债3.67%+3.67%NEW
4MSFTMicrosoft CORP股票-科技3.43%+3.43%NEW
5NVDANvidia CORP股票-科技1.93%+1.92%NEW
6AGGIshares Core U.s. AggregateETF-其他1.91%+1.91%NEW
7AMZNAmazon.com INC股票-周期性消费1.85%+1.85%NEW
8AVGOBroadcom INC股票-科技1.73%+1.73%NEW
9IVWIshares S&p 500 Growth ETFETF-大型股与成长1.64%+1.64%NEW
10JPMJpmorgan Chase & Co股票-金融1.64%+1.64%NEW
11SCHBSchwab US Broad Market ETFETF-其他1.41%+1.41%NEW
12GOOGLAlphabet Inc-cl A股票-通信服务1.41%+1.41%NEW
13VOOVanguard S&p 500 ETFETF-大型股与成长1.39%+1.39%NEW
14IVEIshares S&p 500 Value ETFETF-大型股与成长1.35%+1.35%NEW
15XLFSs Financial Select SectorETF-其他1.29%+1.29%NEW
16GSGoldman Sachs Group INC股票-金融1.26%+1.26%NEW
17WMTWalmart INC股票-非周期性消费1.18%+1.18%NEW
18ABBVAbbvie INC股票-医疗保健1.15%+1.15%NEW
19XOMExxon Mobil CORP股票-能源1.08%+1.08%NEW
20IAUIshares Gold TrustETF-避险与商品1.08%+1.08%NEW
21COSTCostco Wholesale CORP股票-非周期性消费1.08%+1.08%NEW
22LRCXLam Research CORP股票-科技1.05%+1.05%NEW
23MCKMckesson CORP股票-医疗保健0.98%+0.98%NEW
24ACNAccenture plc股票-科技0.97%+0.97%NEW
25WELLWelltower INC股票-房地产0.97%+0.97%NEW
26IVVIshares Core S&p 500 ETFETF-大型股与成长0.95%+0.95%NEW
27CVXChevron CORP股票-能源0.93%+0.93%NEW
28METAMeta Platforms Inc-class A股票-通信服务0.93%+0.93%NEW
29JMBSJanus Henderson Mortg BackedETF-其他0.91%+0.92%NEW
30AERAerCap Holdings N.V.股票-工业0.91%+0.91%NEW
31FPEFt-preferred Secur & INC ETFETF-其他0.91%+0.91%NEW
32CEGConstellation Energy股票-公用事业0.90%+0.90%NEW
33CRMSalesforce INC股票-科技0.90%+0.90%NEW
34XLKSs Technology Select SectorETF-科技型0.86%+0.86%NEW
35TMUST-mobile US INC股票-通信服务0.84%+0.84%NEW
36MAMastercard INC - A股票-金融0.83%+0.83%NEW
37NFLXNetflix INC股票-通信服务0.82%+0.82%NEW
38CMICummins INC股票-工业0.80%+0.80%NEW
39KOThe Coca-Cola Company股票-非周期性消费0.77%+0.77%NEW
40OKEOneok INC股票-能源0.77%+0.77%NEW
41CBChubb Limited股票-金融0.75%+0.75%NEW
42TJXTjx Companies INC股票-周期性消费0.75%+0.75%NEW
43LLYEli Lilly & Co股票-医疗保健0.75%+0.75%NEW
44VRTXVertex Pharmaceuticals INC股票-医疗保健0.73%+0.73%NEW
45FLTRVaneck Ig Floating Rate ETFETF-其他0.72%+0.72%NEW
46BKLNInvesco Senior Loan ETFETF-其他0.71%+0.71%NEW
47CRHCRH plc股票-原材料0.70%+0.70%NEW
48HONHoneywell International INC股票-工业0.69%+0.68%NEW
49BNYBank Of New York Mellon CORP股票-金融0.67%+0.67%NEW
50PWRQuanta Services INC股票-工业0.66%+0.66%NEW
1–50 of 242

本季持股变动

Transform Wealth, LLC 在 2025-03-31 最显著的持仓异动： 新建仓: Powell Industries INC (POWL); 新建仓: Apple INC (AAPL); 新建仓: Ishares 0-3 Month Treasury B (SGOV); 新建仓: Microsoft CORP (MSFT); 新建仓: Nvidia CORP (NVDA).

Transform Wealth, LLC 于截至 2025-03-31 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
1POWLPowell Industries INC—NEW新建仓
2AAPLApple INC—NEW新建仓
3SGOVIshares 0-3 Month Treasury B—NEW新建仓
4MSFTMicrosoft CORP—NEW新建仓
5NVDANvidia CORP—NEW新建仓
6AGGIshares Core U.s. Aggregate—NEW新建仓
7AMZNAmazon.com INC—NEW新建仓
8AVGOBroadcom INC—NEW新建仓
9IVWIshares S&p 500 Growth ETF—NEW新建仓
10JPMJpmorgan Chase & Co—NEW新建仓
11SCHBSchwab US Broad Market ETF—NEW新建仓
12GOOGLAlphabet Inc-cl A—NEW新建仓
13VOOVanguard S&p 500 ETF—NEW新建仓
14IVEIshares S&p 500 Value ETF—NEW新建仓
15XLFSs Financial Select Sector—NEW新建仓
16GSGoldman Sachs Group INC—NEW新建仓
17WMTWalmart INC—NEW新建仓
18ABBVAbbvie INC—NEW新建仓
19XOMExxon Mobil CORP—NEW新建仓
20IAUIshares Gold Trust—NEW新建仓
21COSTCostco Wholesale CORP—NEW新建仓
22LRCXLam Research CORP—NEW新建仓
23MCKMckesson CORP—NEW新建仓
24ACNAccenture plc—NEW新建仓
25WELLWelltower INC—NEW新建仓
26IVVIshares Core S&p 500 ETF—NEW新建仓
27CVXChevron CORP—NEW新建仓
28METAMeta Platforms Inc-class A—NEW新建仓
29JMBSJanus Henderson Mortg Backed—NEW新建仓
30AERAerCap Holdings N.V.—NEW新建仓
31FPEFt-preferred Secur & INC ETF—NEW新建仓
32CEGConstellation Energy—NEW新建仓
33CRMSalesforce INC—NEW新建仓
34XLKSs Technology Select Sector—NEW新建仓
35TMUST-mobile US INC—NEW新建仓
36MAMastercard INC - A—NEW新建仓
37NFLXNetflix INC—NEW新建仓
38CMICummins INC—NEW新建仓
39KOThe Coca-Cola Company—NEW新建仓
40OKEOneok INC—NEW新建仓
41CBChubb Limited—NEW新建仓
42TJXTjx Companies INC—NEW新建仓
43LLYEli Lilly & Co—NEW新建仓
44VRTXVertex Pharmaceuticals INC—NEW新建仓
45FLTRVaneck Ig Floating Rate ETF—NEW新建仓
46BKLNInvesco Senior Loan ETF—NEW新建仓
47CRHCRH plc—NEW新建仓
48HONHoneywell International INC—NEW新建仓
49BNYBank Of New York Mellon CORP—NEW新建仓
50PWRQuanta Services INC—NEW新建仓

FAQ

Transform Wealth, LLC 是什么机构？属于哪种投资人类型？
Transform Wealth, 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（2025-03-31），该机构追踪的股票投资组合估值约为 US$16.5亿，分布在 242 个已申报仓位之中。
Transform Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Transform Wealth, LLC 按市值排列的前几大持股为： 1. Powell Industries INC (POWL) — US$2.8亿 (16.8%) 2. Apple INC (AAPL) — US$6476.9万 (3.9%) 3. Ishares 0-3 Month Treasury B (SGOV) — US$6056.4万 (3.7%) 4. Microsoft CORP (MSFT) — US$5665.0万 (3.4%) 5. Nvidia CORP (NVDA) — US$3178.6万 (1.9%)
Transform Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Transform Wealth, LLC 主要以增持为主——新建仓 50 个仓位，并对 0 个既有持股进行加仓。 其中幅度最大的异动：新建仓: Powell Industries INC (POWL); 新建仓: Apple INC (AAPL); 新建仓: Ishares 0-3 Month Treasury B (SGOV); 新建仓: Microsoft CORP (MSFT); 新建仓: Nvidia CORP (NVDA)
Transform Wealth, 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，Transform Wealth, LLC 的主要板块分布如下： • Information Technology: 37.2% • Financials: 12.5% • Communication Services: 11.1% • Health Care: 10.2% • Consumer Discretionary: 8.4% • Consumer Staples: 8.3%