CA

Csenge Advisory Group

分散型投资策略趋势追踪型长期持有型

申报总市值

US$21.8亿

申报季度: 2026-03-31 · 持股只数: 747

Csenge Advisory Group在最新一期 13F 报告中披露了 747 项持股，申报期为 2026-03-31，总持股市值约为 US$21.8亿，季度换手率为 18.1%。

机构性格雪花图

集中度
6.34
持仓稳定性
18.06
动能／逆势
100
行业集中度
53.17
多样化
100
仓位均衡度
67.08

近期动向

  • 减仓 WMT

    -62.3%　-US$701.5万

  • 加仓 RSP

    +4.8%　US$556.8万

  • 减仓 SPY

    -2.0%　-US$805.7万

  • 减仓 MSFT

    -1.1%　-US$665.6万

  • 加仓 LVHI

    +12.1%　US$586.3万

  • 减仓 CRPT

    -97.0%　-US$604.1万

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 746 大持股（共 747 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
1RSPInvesco S&p 500 Equal WeightETF-大型股与成长5.34%+0.31%+4.81%
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长5.27%-0.30%-2.00%
3FTSMFirst Trust Enh Short Mat FdETF-其他5.19%—+1.25%
4FDLFirst Trust Morn Dvd Lead InETF-其他3.65%-0.14%-16.81%
5QQQInvesco Qqq Trust Series 1ETF-科技型3.48%-0.15%+0.82%
6RDVYFirst Trust Rising DividendETF-其他3.28%—+4.25%
7LMBSFirst Trust Low Duration OppETF-其他1.90%—+1.50%
8AAPLApple INC股票-科技1.84%-0.10%+0.32%
9FSIGFt LTD Duration Inv GradeETF-其他1.82%—+1.22%
10UCONFirst Trust Smith UnconstraiETF-其他1.69%—+2.17%
11LVHIFranklin International Low VETF-其他1.41%+0.28%+12.11%
12SCHXSchwab US Large-cap ETFETF-其他1.32%—+2.02%
13IVWIshares S&p 500 Growth ETFETF-大型股与成长1.19%-0.12%-1.87%
14LGOVFirst Tr Long Duration O-etfETF-其他1.12%+0.16%+16.59%
15FTGCFirst Trust Global TacticalETF-其他1.12%+0.21%-1.94%
16DVOLFirst Trust Dw Momtm & LowETF-其他1.08%+0.18%+20.02%
17GLDSpdr Gold SharesETF-避险与商品1.01%-0.12%-18.22%
18MSFTMicrosoft CORP股票-科技0.95%-0.29%-1.09%
19NVDANvidia CORP股票-科技0.93%—+4.69%
20EFAIshares Msci Eafe ETFETF-其他0.76%+0.17%+25.36%
21GOOGLAlphabet Inc-cl A股票-通信服务0.72%—+1.15%
22HEFAIsha Curr Hedged Msci EafeETF-其他0.69%—-5.87%
23IVVIshares Core S&p 500 ETFETF-大型股与成长0.69%—+13.11%
24IVEIshares S&p 500 Value ETFETF-大型股与成长0.67%—-5.72%
25AMZNAmazon.com INC股票-周期性消费0.60%-0.18%-15.70%
26FXUFirst Trust Utilities AlphadETF-其他0.57%—+3.72%
27XOMExxon Mobil CORP股票-能源0.57%+0.15%-4.29%
28JPMJpmorgan Chase & Co股票-金融0.55%—+0.01%
29COWZPacer US Cash Cows 100 ETFETF-其他0.53%—-8.49%
30QUALIshares Msci USA Quality FacETF-其他0.53%—-0.20%
31XLVSs Health Care Select SectorETF-其他0.53%—+16.34%
32FEMBFirst Trust Emerging MarketsETF-新兴市场0.52%+0.20%+65.07%
33MDYState Street Spdr S&p MidcapETF-其他0.51%—-1.78%
34TSLATesla INC股票-周期性消费0.50%—+6.04%
35FPEFt-preferred Secur & INC ETFETF-其他0.48%—-9.46%
36DYNFIshrs US E F R A Etf-usd INCETF-其他0.48%—-8.81%
37IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他0.46%—-2.27%
38SLYGSs Spdr S&p 600 Sc Gr ETFETF-其他0.46%—-9.69%
39ILFIshares Latin America 40 ETFETF-其他0.46%+0.24%+72.73%
40SMHVaneck Semiconductor ETFETF-其他0.46%-0.13%-28.02%
41FLAXFranklin Ftse Asia Ex JapanETF-其他0.45%+0.12%+32.45%
42DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.43%—-0.94%
43HGERHarbor Commodity All WeatherETF-避险与商品0.42%—-14.40%
44HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-非投资级债0.41%—+2.89%
45BINCIshares Flex I A Etf-usd INCETF-其他0.40%+0.17%+74.22%
46SPHYSs Spdr P High Yield ETFETF-非投资级债0.38%—-0.77%
47VOOVanguard S&p 500 ETFETF-大型股与成长0.38%—+0.06%
48VUGVanguard Growth ETFETF-其他0.38%—-1.65%
49MTUMIshares Msci USA Momentum FaETF-其他0.36%—+2.75%
50IEMGIshares Core Msci EmergingETF-新兴市场0.35%—-6.64%
1–50 of 746

本季持股变动

Csenge Advisory Group 在 2026-03-31 最显著的持仓异动： 新建仓: First Trust Nyse Arca Biotec (FBT); 清仓: Kranesh Csi China Internet (KWEB); 新建仓: Invesco S&p 500 High Beta Et (SPHB); 清仓: First Trust Nasdaq Cybersecu (CIBR); 清仓: Mgic Investment CORP (MTG).

Csenge Advisory Group 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
1RSPInvesco S&p 500 Equal Weight+0.3%+4.81%加仓
2LVHIFranklin International Low V+0.3%+12.11%加仓
3ILFIshares Latin America 40 ETF+0.2%+72.73%加仓
4FTGCFirst Trust Global Tactical+0.2%-1.94%减仓
5FEMBFirst Trust Emerging Markets+0.2%+65.07%加仓
6FNDXSchwab Fndmntl US Lrg Co ETF+0.2%+180.84%加仓
7FLCAFranklin Ftse Canada ETF+0.2%+240.12%加仓
8DVOLFirst Trust Dw Momtm & Low+0.2%+20.02%加仓
9BINCIshares Flex I A Etf-usd INC+0.2%+74.22%加仓
10EFAIshares Msci Eafe ETF+0.2%+25.36%加仓
11EEMIshares Msci Emerging Market+0.2%+105.18%加仓
12LGOVFirst Tr Long Duration O-etf+0.2%+16.59%加仓
13XOMExxon Mobil CORP+0.2%-4.29%减仓
14BILSSs Spdrb B 3-12m T-bill ETF+0.1%+109.84%加仓
15GOVTIshares US Treasury Bond ETF+0.1%+344.04%加仓
16EFGIshares Msci Eafe Growth ETF+0.1%+254.80%加仓
17FLAXFranklin Ftse Asia Ex Japan+0.1%+32.45%加仓
18MPCMarathon Petroleum CORP+0.1%+71.69%加仓
19SDVYFirst Trust Smid Cap Rising+0.1%+44.94%加仓
20EZUIshares Msci Eurozone ETF+0.1%+381.85%加仓
21IBHFIshares Ibond 2026 Hy & INC+0.1%+92.48%加仓
22CTASCintas CORP-0.1%-36.11%减仓
23METAMeta Platforms Inc-class A-0.1%-19.94%减仓
24NVSNovartis Ag-sponsored Adr-0.1%-53.29%减仓
25AAPLApple INC-0.1%+0.32%加仓
26IVWIshares S&p 500 Growth ETF-0.1%-1.87%减仓
27GLDSpdr Gold Shares-0.1%-18.22%减仓
28SMHVaneck Semiconductor ETF-0.1%-28.02%减仓
29DSTLDistillate US Fundamental St-0.1%-82.63%减仓
30FDLFirst Trust Morn Dvd Lead In-0.1%-16.81%减仓
31QQQInvesco Qqq Trust Series 1-0.2%+0.82%加仓
32BILZPimco Ultra Shrt Govt Active-0.2%-58.29%减仓
33AMZNAmazon.com INC-0.2%-15.70%减仓
34OEFIshares S&p 100 ETF-0.2%-50.27%减仓
35KBWBInvesco Kbw Bank ETF-0.2%-41.33%减仓
36GDXVaneck Gold Miners ETF-0.2%-57.06%减仓
37CRPTFt Skybr Crypt & Dig Econ-0.3%-97.02%减仓
38MSFTMicrosoft CORP-0.3%-1.09%减仓
39SPYSs Spdr S&p 500 ETF Trust-us-0.3%-2.00%减仓
40WMTWalmart INC-0.3%-62.27%减仓
41FBTFirst Trust Nyse Arca Biotec—NEW新建仓
42KWEBKranesh Csi China Internet—EXIT清仓
43SPHBInvesco S&p 500 High Beta Et—NEW新建仓
44CIBRFirst Trust Nasdaq Cybersecu—EXIT清仓
45MTGMgic Investment CORP—EXIT清仓
46FLCHFranklin Ftse China ETF—NEW新建仓
47VNQVanguard Real Estate ETF—EXIT清仓
48SSOProshares Ultra S&p500—EXIT清仓
49IDEFIshares Def Industrials Act—NEW新建仓
50BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建仓

FAQ

Csenge Advisory Group 是什么机构？属于哪种投资人类型？
Csenge Advisory Group 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$21.8亿，分布在 747 个已申报仓位之中。
Csenge Advisory Group 目前前几大持股有哪些？
根据最新 13F 申报，Csenge Advisory Group 按市值排列的前几大持股为： 1. Invesco S&p 500 Equal Weight (RSP) — US$1.2亿 (5.3%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1.2亿 (5.3%) 3. First Trust Enh Short Mat Fd (FTSM) — US$1.1亿 (5.2%) 4. First Trust Morn Dvd Lead In (FDL) — US$7977.5万 (3.6%) 5. Invesco Qqq Trust Series 1 (QQQ) — US$7602.5万 (3.5%)
Csenge Advisory Group 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Csenge Advisory Group 共进行了 50 项显著调整：新建仓 5 个仓位、加仓 21 个既有持股、减仓 19 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: First Trust Nyse Arca Biotec (FBT); 清仓: Kranesh Csi China Internet (KWEB); 新建仓: Invesco S&p 500 High Beta Et (SPHB); 清仓: First Trust Nasdaq Cybersecu (CIBR); 清仓: Mgic Investment CORP (MTG)
Csenge Advisory Group 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，Csenge Advisory Group 的主要板块分布如下： • Information Technology: 33.8% • Consumer Discretionary: 12.2% • Health Care: 10.5% • Communication Services: 10.4% • Financials: 9.5% • Consumer Staples: 8.4%