LI

Luken Investment Analytics, LLC

分散型投資策略逆勢操作型產業集中型

申報總市值

US$2.6億

申報季度: 2026-03-31 · 持股檔數: 160

Luken Investment Analytics, LLC在最新一期 13F 報告中揭露了 160 項持股，申報期為 2026-03-31，總持股市值約為 US$2.6億，季度換手率為 53.4%。

機構性格雪花圖

集中度
19.37
持倉穩定性
53.39
動能／逆勢
0
產業集中度
80.89
多樣化
100
倉位均衡度
73.94

近期動向

  • 減碼 FTSM

    -97.2%　-US$2185.5萬

  • 減碼 YJUN

    -100.0%　-US$1447.6萬

  • 減碼 RDVI

    -43.5%　-US$754.2萬

  • 減碼 HYBL

    -43.2%　-US$729.9萬

  • 加碼 FTCE

    +774.6%　US$457.7萬

  • 加碼 SPDW

    +47.2%　US$360.2萬

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
1IGVIshares Expanded Tech-softwaETF-科技型8.41%+8.41%NEW
2TDVIFt Vest Technology DividendETF-科技型8.24%-1.01%-4.04%
3IGLDFt Vest Gold Strategy TargetETF-避險與商品7.31%-1.07%-11.93%
4SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長7.21%-0.40%+2.30%
5SPEMState Street Sp Ptf Em ETFETF-其他6.53%-0.17%+0.27%
6QQQInvesco Qqq Trust Series 1ETF-科技型6.22%+0.98%+30.29%
7YDECFt Vest International EquityETF-其他5.49%+5.49%NEW
8SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長4.85%-0.57%-3.19%
9HYTIFt Vst High Yld & Tar In ETFETF-其他4.54%+4.54%NEW
10SPDWSte Str Spdr Pt Dw EU ETFETF-其他4.07%+1.30%+47.19%
11RDVIFt Vest Rising Dividend AchiETF-其他3.53%-3.08%-43.52%
12HYBLSs Blackstone High INC ETFETF-其他3.49%-2.99%-43.24%
13RSPInvesco S&p 500 Equal WeightETF-大型股與成長2.88%-0.73%-17.92%
14IVVIshares Core S&p 500 ETFETF-大型股與成長2.83%-0.41%-5.62%
15VOOVanguard S&p 500 ETFETF-大型股與成長2.42%-0.24%-1.81%
16FTCEFt New Constr Cor Earn LdrETF-其他1.99%+1.74%+774.57%
17BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債1.82%+0.26%+20.20%
18QDECFt Vest Nasdaq-100 Buffer EtETF-科技型1.75%+1.75%NEW
19QQQMInvesco Nasdaq 100 ETFETF-科技型1.75%+0.51%+54.97%
20SPYGSs Spdr P S&p 500 Growth ETFETF-大型股與成長1.62%-0.24%-2.15%
21SPMDSs Spdr P S&p 400 Midcap ETFETF-其他1.23%+1.23%NEW
22SGVTSchwab Govt Money Market ETFETF-其他0.63%+0.05%+12.22%
23BUFRFt Vest Lad Buffervetf-usd IETF-其他0.56%+0.03%+9.82%
24LPXLouisiana-pacific CORP股票-工業0.54%-0.09%-1.66%
25EMREmerson Electric Co股票-工業0.52%—-0.05%
26HONHoneywell International INC股票-工業0.51%+0.05%-1.30%
27RTXRtx CORP股票-工業0.51%-0.06%-12.79%
28CTASCintas CORP股票-工業0.50%-0.07%-0.05%
29NEARIshares Sh Dba ETF Usd INCETF-其他0.42%+0.28%+201.32%
30AAPLApple INC股票-科技0.41%-0.09%-10.22%
31MMM3m Co股票-工業0.40%-0.06%-0.06%
32AMZNAmazon.com INC股票-循環性消費0.40%-0.07%-2.11%
33XEADXAllspring Income Opport股票-其他0.36%—+1.39%
34QQEWFirst Tr Nasdaq-100 Sel EqETF-科技型0.33%+0.08%+56.07%
35PFEPfizer INC股票-醫療保健0.33%—-8.32%
36FBKFb Financial CORP股票-其他0.30%-0.03%—
37FFEBFt Vest US Equity Buffer ETFETF-其他0.28%+0.17%+180.13%
38TDECFt Vest Em Buff ETF DecETF-其他0.26%+0.26%NEW
39SFBSServisfirst Bancshares INC股票-金融0.25%——
40FTSMFirst Trust Enh Short Mat FdETF-其他0.24%-8.64%-97.17%
41HYLSFt Tactical High Yield ETFETF-非投資等級債0.21%—+5.76%
42DFEBFt Vest U.s. Equity Deep BufETF-其他0.20%——
43JPMJpmorgan Chase & Co股票-金融0.18%-0.02%—
44DEDeere & Co股票-工業0.17%+0.02%-1.48%
45FJANFt Vest U.s. Equity Buffer EETF-其他0.17%——
46LLYEli Lilly & Co股票-醫療保健0.17%-0.03%-1.04%
47GOOGLAlphabet Inc-cl A股票-通訊服務0.13%—-2.78%
48MSFTMicrosoft CORP股票-科技0.13%-0.05%-6.81%
49PEGPublic Service Enterprise Gp股票-公用事業0.12%—-0.13%
50CORCencora INC股票-醫療保健0.11%—-0.11%
1–50 of 160

本季持股變動

Luken Investment Analytics, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Expanded Tech-softwa (IGV); 新建倉: Ft Vest International Equity (YDEC); 新建倉: Ft Vst High Yld & Tar In ETF (HYTI); 新建倉: Ft Vest Nasdaq-100 Buffer Et (QDEC); 新建倉: Ss Spdr P S&p 400 Midcap ETF (SPMD).

Luken Investment Analytics, LLC 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
1FTCEFt New Constr Cor Earn Ldr+1.7%+774.57%加碼
2SPDWSte Str Spdr Pt Dw EU ETF+1.3%+47.19%加碼
3QQQInvesco Qqq Trust Series 1+1%+30.29%加碼
4QQQMInvesco Nasdaq 100 ETF+0.5%+54.97%加碼
5NEARIshares Sh Dba ETF Usd INC+0.3%+201.32%加碼
6BILSs Spdr Bb 1-3m T-bill ETF+0.3%+20.20%加碼
7FFEBFt Vest US Equity Buffer ETF+0.2%+180.13%加碼
8QQEWFirst Tr Nasdaq-100 Sel Eq+0.1%+56.07%加碼
9SGVTSchwab Govt Money Market ETF+0.1%+12.22%加碼
10HONHoneywell International INC+0.1%-1.30%減碼
11BUFRFt Vest Lad Buffervetf-usd I0%+9.82%加碼
12DEDeere & Co0%-1.48%減碼
13HUMHumana INC0%-0.43%減碼
14JPMJpmorgan Chase & Co0%—不變
15LLYEli Lilly & Co0%-1.04%減碼
16FBKFb Financial CORP0%—不變
17NVDANvidia CORP0%-30.46%減碼
18MSFTMicrosoft CORP-0.1%-6.81%減碼
19RTXRtx CORP-0.1%-12.79%減碼
20MMM3m Co-0.1%-0.06%減碼
21CTASCintas CORP-0.1%-0.05%減碼
22AMZNAmazon.com INC-0.1%-2.11%減碼
23AAPLApple INC-0.1%-10.22%減碼
24LPXLouisiana-pacific CORP-0.1%-1.66%減碼
25SPEMState Street Sp Ptf Em ETF-0.2%+0.27%加碼
26SPYGSs Spdr P S&p 500 Growth ETF-0.2%-2.15%減碼
27VOOVanguard S&p 500 ETF-0.2%-1.81%減碼
28SPYMSte Str Spdr Pt S&p 500 ETF-0.4%+2.30%加碼
29IVVIshares Core S&p 500 ETF-0.4%-5.62%減碼
30TFLRT Rowe Price Floating Rt ETF-0.5%-99.83%減碼
31SPYSs Spdr S&p 500 ETF Trust-us-0.6%-3.19%減碼
32RSPInvesco S&p 500 Equal Weight-0.7%-17.92%減碼
33TDVIFt Vest Technology Dividend-1%-4.04%減碼
34IGLDFt Vest Gold Strategy Target-1.1%-11.93%減碼
35HYBLSs Blackstone High INC ETF-3%-43.24%減碼
36RDVIFt Vest Rising Dividend Achi-3.1%-43.52%減碼
37YJUNFt Vest Int Eq Modt Etf-june-5.7%-100.00%減碼
38FTSMFirst Trust Enh Short Mat Fd-8.6%-97.17%減碼
39IGVIshares Expanded Tech-softwa—NEW新建倉
40YDECFt Vest International Equity—NEW新建倉
41HYTIFt Vst High Yld & Tar In ETF—NEW新建倉
42QDECFt Vest Nasdaq-100 Buffer Et—NEW新建倉
43SPMDSs Spdr P S&p 400 Midcap ETF—NEW新建倉
44TDECFt Vest Em Buff ETF Dec—NEW新建倉
45QJUNFt Vest Nasdaq-100 Buffer Et—EXIT清倉
46TJUNFt Vest Emerging Mar B Jun—EXIT清倉
47AZNAstraZeneca PLC—NEW新建倉
48AZNNAstrazeneca Plc-spons Adr—EXIT清倉
49VRPInvesco Variable Rate Prefer—EXIT清倉
50SDVDFt Vest Smid Rising Dividend—EXIT清倉

FAQ

Luken Investment Analytics, LLC 是什麼機構？屬於哪種投資人類型？
Luken Investment Analytics, LLC 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$2.6億，分佈在 160 個已申報部位之中。
Luken Investment Analytics, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Luken Investment Analytics, LLC 按市值排列的前幾大持股為： 1. Ishares Expanded Tech-softwa (IGV) — US$2195.8萬 (8.4%) 2. Ft Vest Technology Dividend (TDVI) — US$2152.8萬 (8.2%) 3. Ft Vest Gold Strategy Target (IGLD) — US$1909.4萬 (7.3%) 4. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$1882.2萬 (7.2%) 5. State Street Sp Ptf Em ETF (SPEM) — US$1704.7萬 (6.5%)
Luken Investment Analytics, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Luken Investment Analytics, LLC 共進行了 48 項顯著調整：新建倉 7 個部位、加碼 12 個既有持股、減碼 24 個部位，並完全清倉 5 個持股。 其中幅度最大的異動：新建倉: Ishares Expanded Tech-softwa (IGV); 新建倉: Ft Vest International Equity (YDEC); 新建倉: Ft Vst High Yld & Tar In ETF (HYTI); 新建倉: Ft Vest Nasdaq-100 Buffer Et (QDEC); 新建倉: Ss Spdr P S&p 400 Midcap ETF (SPMD)
Luken Investment Analytics, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Luken Investment Analytics, LLC 的主要板塊分佈如下： • Industrials: 46.9% • Health Care: 15.0% • Information Technology: 10.2% • Consumer Discretionary: 8.6% • Financials: 8.3% • Communication Services: 2.9%