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Ally Invest Advisors Inc.

趨勢追蹤型長期持有型高品質投資策略

申報總市值

US$14.9億

申報季度: 2026-03-31 · 持股檔數: 75

Ally Invest Advisors Inc.在最新一期 13F 報告中揭露了 75 項持股，申報期為 2026-03-31，總持股市值約為 US$14.9億，季度換手率為 3.6%。

機構性格雪花圖

集中度
46.2
持倉穩定性
3.64
動能／逆勢
100
產業集中度
0
多樣化
100
倉位均衡度
72.13

近期動向

  • 減碼 IVV

    +4.3%　-US$175.6萬

  • 加碼 BNDX

    +8.0%　US$841.7萬

  • 加碼 IEF

    +7.2%　US$611.5萬

  • 減碼 SCHG

    +2.9%　-US$234.5萬

  • 加碼 VMBS

    +7.5%　US$458.8萬

  • 減碼 VEA

    -1.0%　US$437.6萬

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4Q Trend
1IVVIshares Core S&p 500 ETFETF-大型股與成長22.48%-0.69%+4.31%
2VEAVanguard Ftse Developed ETFETF-其他19.66%-0.19%-1.03%
3BNDXVanguard Total Intl Bond ETFETF-其他8.21%+0.37%+8.01%
4IEFIshares 7-10 Year Treasury BETF-政府公債6.87%+0.24%+7.17%
5IJHIshares Core S&p Midcap ETFETF-其他6.64%+0.18%+2.99%
6VWOVanguard Ftse Emerging MarkeETF-新興市場5.16%-0.02%+1.52%
7VMBSVanguard Mortgage-backed SecETF-其他4.59%+0.20%+7.51%
8IGIBIshares 5-10y Inv Grade CORPETF-投資等級公司債4.05%+0.17%+8.34%
9IJRIshares Core S&p Small-cap EETF-中小型股3.45%+0.15%+3.50%
10ESGUIshares Esg Aware Msci USAETF-其他3.31%-0.14%+3.84%
11SCHVSchwab US Large-cap ValueETF-其他1.98%+0.03%+1.27%
12ESGDIshares Trust Ishares Esg AwETF-其他1.87%+0.01%+2.54%
13SCHGSchwab US Large-cap GrowthETF-其他1.80%-0.21%+2.95%
14MUBIshares National Muni Bond EETF-其他1.76%+0.05%+6.86%
15AGGIshares Core U.s. AggregateETF-其他1.42%+0.04%+6.85%
16VOEVanguard Mid-cap Value ETFETF-其他0.54%+0.01%+0.88%
17ESGEIshares INC Ishares Esg AwarETF-其他0.53%—+0.13%
18VOTVanguard Mid-cap Growth ETFETF-其他0.50%-0.05%+1.19%
19ESMLIshares Esg Aware Msci USA SETF-其他0.46%+0.01%+1.39%
20VYMVanguard High Dvd Yield ETFETF-其他0.34%+0.01%+1.51%
21IGSBIshares 1-5y Inv Grade CORPETF-其他0.31%+0.01%+4.40%
22VBKVanguard Small-cap Grwth ETFETF-其他0.28%—+0.65%
23VBRVanguard Small-cap Value ETFETF-其他0.27%—+0.59%
24XLKSs Technology Select SectorETF-科技型0.25%-0.04%-3.27%
25VYMIVanguard Int High Dvd Yld InETF-其他0.24%—-1.09%
26BSVVanguard Short-term Bond ETFETF-其他0.19%—+3.07%
27USXFIshares Esg Advance Msci USAETF-其他0.19%-0.01%+0.92%
28EMBIshares Jp Morgan Usd EmergiETF-其他0.19%—+2.76%
29SUBIshares Short-term NationalETF-其他0.18%+0.01%+5.24%
30VTIVanguard Total Stock Mkt ETFETF-其他0.17%+0.01%+18.21%
31EAGGIshares Esg Aware US AggregaETF-其他0.14%—+0.21%
32SPIBSs Spdr P Int C CORP ETFETF-其他0.12%-0.01%+2.42%
33VUGVanguard Growth ETFETF-其他0.12%-0.03%-12.73%
34SCHDSchwab US Dvd Equity ETFETF-其他0.11%+0.02%+3.57%
35XLVSs Health Care Select SectorETF-其他0.08%-0.01%-0.42%
36VTVVanguard Value ETFETF-其他0.08%-0.02%-25.63%
37XLFSs Financial Select SectorETF-其他0.07%-0.01%+0.24%
38IEFAIshares Core Msci Eafe ETFETF-其他0.06%-0.02%-18.24%
39DMXFIshares Esg Advanc Msci EafeETF-其他0.06%—+1.34%
40XTIshar Fture Exp Tech Etf-usdETF-科技型0.06%—+1.51%
41XLYSs Consumer Disc Select SectETF-其他0.06%-0.01%-0.48%
42IXUSIshares Core Intl Stock ETFETF-其他0.06%+0.01%+25.46%
43SPLBSs Spdr P Long Term C ETFETF-其他0.06%—+2.61%
44CRBNIsh Low Car Opt Ms Ac Etf-usETF-其他0.06%—+5.97%
45XLCSs Comm Select Sector SpdrETF-其他0.06%—-1.01%
46PZAInvesco National Amt-free MuETF-其他0.06%—+4.36%
47XLISs Industrial Select SectorETF-其他0.05%—-2.10%
48SKYYFirst Trust Cloud ComputingETF-其他0.05%—+22.93%
49SPYXSs Spdr S&p 500 Foss Fl ETFETF-大型股與成長0.05%—+6.00%
50EUSBIshr Esg Advn Universal Bd-$ETF-其他0.05%—+4.12%
1–50 of 75

本季持股變動

Ally Invest Advisors Inc. 在 2026-03-31 最顯著的持倉異動： 清倉: Vanguard Total Bond Market (BND); 加碼: Ishares Core S&p 500 ETF (IVV) — 股數 +4.31%; 加碼: Vanguard Total Intl Bond ETF (BNDX) — 股數 +8.01%; 加碼: Ishares 7-10 Year Treasury B (IEF) — 股數 +7.17%; 加碼: Schwab US Large-cap Growth (SCHG) — 股數 +2.95%.

Ally Invest 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
1BNDXVanguard Total Intl Bond ETF+0.4%+8.01%加碼
2IEFIshares 7-10 Year Treasury B+0.2%+7.17%加碼
3VMBSVanguard Mortgage-backed Sec+0.2%+7.51%加碼
4IJHIshares Core S&p Midcap ETF+0.2%+2.99%加碼
5IGIBIshares 5-10y Inv Grade CORP+0.2%+8.34%加碼
6IJRIshares Core S&p Small-cap E+0.2%+3.50%加碼
7MUBIshares National Muni Bond E+0.1%+6.86%加碼
8AGGIshares Core U.s. Aggregate0%+6.85%加碼
9SCHVSchwab US Large-cap Value0%+1.27%加碼
10SCHDSchwab US Dvd Equity ETF0%+3.57%加碼
11ESGDIshares Trust Ishares Esg Aw0%+2.54%加碼
12VOEVanguard Mid-cap Value ETF0%+0.88%加碼
13VTIVanguard Total Stock Mkt ETF0%+18.21%加碼
14ESMLIshares Esg Aware Msci USA S0%+1.39%加碼
15VYMVanguard High Dvd Yield ETF0%+1.51%加碼
16IXUSIshares Core Intl Stock ETF0%+25.46%加碼
17IGSBIshares 1-5y Inv Grade CORP0%+4.40%加碼
18SUBIshares Short-term National0%+5.24%加碼
19IJKIshares S&p Mid-cap 400 Grow0%+19.57%加碼
20ONEYSs Spdr R1000 Yield Foc ETF0%+4.11%加碼
21XLESs Energy Select Sector0%-20.15%減碼
22ESGEIshares INC Ishares Esg Awar—+0.13%加碼
23VBRVanguard Small-cap Value ETF—+0.59%加碼
24VYMIVanguard Int High Dvd Yld In—-1.09%減碼
25VOVanguard Mid-cap ETF—-31.46%減碼
26BSVVanguard Short-term Bond ETF—+3.07%加碼
27IEMGIshares Core Msci Emerging—-14.00%減碼
28XLCSs Comm Select Sector Spdr—-1.01%減碼
29DESWisdomtree US Smallcap Divid—+4.08%加碼
30XLPSs Consumer Staples Sel Sect—+1.34%加碼
31DEMWisdomtree Emerging Markets—+3.94%加碼
32XARSs Spdr S&p Aerospace Def—-12.98%減碼
33VXUSVanguard Total Intl Stock—+3.50%加碼
34XLFSs Financial Select Sector0%+0.24%加碼
35USXFIshares Esg Advance Msci USA0%+0.92%加碼
36XLYSs Consumer Disc Select Sect0%-0.48%減碼
37XLVSs Health Care Select Sector0%-0.42%減碼
38BOTZGlobal X Robotics & Artifici0%+1.33%加碼
39SPIBSs Spdr P Int C CORP ETF0%+2.42%加碼
40VWOVanguard Ftse Emerging Marke0%+1.52%加碼
41VTVVanguard Value ETF0%-25.63%減碼
42IEFAIshares Core Msci Eafe ETF0%-18.24%減碼
43VUGVanguard Growth ETF0%-12.73%減碼
44XLKSs Technology Select Sector0%-3.27%減碼
45VOTVanguard Mid-cap Growth ETF-0.1%+1.19%加碼
46ESGUIshares Esg Aware Msci USA-0.1%+3.84%加碼
47VEAVanguard Ftse Developed ETF-0.2%-1.03%減碼
48SCHGSchwab US Large-cap Growth-0.2%+2.95%加碼
49IVVIshares Core S&p 500 ETF-0.7%+4.31%加碼
50BNDVanguard Total Bond Market—EXIT清倉

FAQ

Ally Invest Advisors Inc. 是什麼機構？屬於哪種投資人類型？
Ally Invest 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$14.9億，分佈在 75 個已申報部位之中。
Ally Invest Advisors Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Ally Invest Advisors Inc. 按市值排列的前幾大持股為： 1. Ishares Core S&p 500 ETF (IVV) — US$3.3億 (22.5%) 2. Vanguard Ftse Developed ETF (VEA) — US$2.9億 (19.7%) 3. Vanguard Total Intl Bond ETF (BNDX) — US$1.2億 (8.2%) 4. Ishares 7-10 Year Treasury B (IEF) — US$1.0億 (6.9%) 5. Ishares Core S&p Midcap ETF (IJH) — US$9860.7萬 (6.6%)
Ally Invest 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，Ally Invest Advisors Inc. 共進行了 50 項顯著調整：新建倉 0 個部位、加碼 36 個既有持股、減碼 13 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：清倉: Vanguard Total Bond Market (BND); 加碼: Ishares Core S&p 500 ETF (IVV) — 股數 +4.31%; 加碼: Vanguard Total Intl Bond ETF (BNDX) — 股數 +8.01%; 加碼: Ishares 7-10 Year Treasury B (IEF) — 股數 +7.17%; 加碼: Schwab US Large-cap Growth (SCHG) — 股數 +2.95%
Ally Invest Advisors Inc. 主要集中投資哪些產業板塊？
目前尚無 Ally Invest Advisors Inc. 的板塊分佈資料，請在下次 13F 處理週期後再次查看。