VB

Vishria Bird Financial Group, LLC

分散型投资策略逆势操作型高频交易型

申报总市值

US$5.1亿

申报季度: 2025-09-30 · 持股只数: 97

Vishria Bird Financial Group, LLC在最新一期 13F 报告中披露了 97 项持股，申报期为 2025-09-30，总持股市值约为 US$5.1亿，季度换手率为 79.7%。

机构性格雪花图

集中度
17.33
持仓稳定性
79.67
动能／逆势
0
行业集中度
77.9
多样化
100
仓位均衡度
82.01

近期动向

  • 减仓 8QR

    +0.2%　-US$1418.3万

  • 减仓 FDX

    +7.9%　US$101.2万

  • 减仓 AAPL

    -1.1%　US$125.1万

  • 减仓 AMZN

    +0.1%　US$201.1万

  • 减仓 BSCW

    +19.3%　US$165.3万

  • 减仓 IJR

    -0.3%　US$145.4万

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
1IBDTIshares Ibonds Dec 2028 ETFETF-其他13.03%+13.03%NEW
2GOOGLAlphabet Inc-cl A股票-通信服务5.77%-0.68%-0.24%
3IBMQIshares Ibonds Dec 2028 MuniETF-其他5.76%+5.76%NEW
4AAPLApple INC股票-科技4.84%-3.11%-1.12%
5FDXFedex CORP股票-工业4.75%-3.13%+7.89%
6IBDVIshares Ibonds Dec 2030 CORPETF-其他3.81%+3.81%NEW
7IBDUIshares Ibonds Dec 2029 TermETF-其他3.80%+3.80%NEW
8IBDWIshares Ibonds Dec 2031 CORPETF-其他3.80%+3.80%NEW
9MSFTMicrosoft CORP股票-科技3.59%-0.94%+1.23%
10AMZNAmazon.com INC股票-周期性消费3.13%-1.60%+0.11%
118QRConfluent Inc-class A股票-其他2.90%-6.93%+0.19%
12QQQInvesco Qqq Trust Series 1ETF-科技型2.87%-1.06%-0.38%
13PAVEGlobal X US InfrastructureETF-其他2.82%-1.11%-0.43%
14BSCWInvesco Bulletshares 2032 CbETF-其他2.82%-1.50%+19.27%
15IJRIshares Core S&p Small-cap EETF-中小型股2.61%-1.42%-0.25%
16VEAVanguard Ftse Developed ETFETF-其他2.50%+2.50%NEW
17TJULInnovator Equity Defined ProETF-其他2.19%—-0.25%
18IBMTIshares Ibonds Dec 2031 MuniETF-其他2.07%+2.07%NEW
19IBMSIsharesibonddec2030munibdetfETF-其他2.04%+2.04%NEW
20IBDSIshrs Ibnds Dec 27 CORP ETFETF-其他1.95%+1.95%NEW
21IBMRIshares Ibonds Dec 2029 M BdETF-其他1.92%+1.92%NEW
22IJHIshares Core S&p Midcap ETFETF-其他1.69%-0.94%-0.34%
23BSCTInvesco Bulletshares 2029 CbETF-其他1.63%—-0.86%
24BXBlackstone INC股票-金融1.63%-0.71%-0.25%
25IBITIshares Bitcoin Trust ETFETF-加密货币1.58%-0.36%-0.11%
26SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.51%-0.69%—
27IBMPIshares Ibonds Dec 2027 TermETF-其他1.16%+1.16%NEW
28BSCVInvesco Bulletshares 2031 CbETF-其他0.92%—-0.69%
29BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债0.89%—+1.04%
30AVGOBroadcom INC股票-科技0.74%+0.74%NEW
31GOOGAlphabet Inc-cl C股票-通信服务0.65%-0.05%+3.20%
32RSPTInvesco S&p 500 Equal WeightETF-大型股与成长0.52%-0.17%-0.01%
33IBDRIshares Ibonds Dec 2026 TermETF-其他0.41%+0.41%NEW
34IWBIshares Russell 1000 ETFETF-其他0.30%——
35COINCoinbase Global INC -class A股票-金融0.28%+0.11%+48.44%
36AMPAmeriprise Financial INC股票-金融0.25%—+0.38%
37TSLATesla INC股票-周期性消费0.24%—-3.63%
38NVDANvidia CORP股票-科技0.24%+0.10%+76.87%
39PMAYInnovator U.s. Equity PowerETF-其他0.23%——
40AMPLAmplitude Inc-class A股票-其他0.23%-0.46%-39.16%
41DFICDimensional International CoETF-其他0.22%+0.22%NEW
42SCHXSchwab US Large-cap ETFETF-其他0.22%—-0.01%
43IVVIshares Core S&p 500 ETFETF-大型股与成长0.22%——
44ORCLOracle CORP股票-科技0.21%+0.03%+4.12%
45XLYSs Consumer Disc Select SectETF-其他0.19%——
46IOTSamsara Inc-cl A股票-科技0.18%+0.08%+61.54%
47FNDXSchwab Fndmntl US Lrg Co ETFETF-其他0.17%——
48FXOFirst Trust Financial AlphadETF-其他0.17%——
49HLALWahed Ftse USA Shariah ETFETF-其他0.17%—+0.04%
50HOODRobinhood Markets INC - A股票-金融0.16%+0.09%+16.79%
1–50 of 97

本季持股变动

Vishria Bird Financial Group, LLC 在 2025-09-30 最显著的持仓异动： 新建仓: Ishares Ibonds Dec 2028 ETF (IBDT); 新建仓: Ishares Ibonds Dec 2028 Muni (IBMQ); 新建仓: Ishares Ibonds Dec 2030 CORP (IBDV); 新建仓: Ishares Ibonds Dec 2029 Term (IBDU); 新建仓: Ishares Ibonds Dec 2031 CORP (IBDW).

Vishria Bird Financial Group, LLC 于截至 2025-09-30 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
1COINCoinbase Global INC -class A+0.1%+48.44%加仓
2NVDANvidia CORP+0.1%+76.87%加仓
3HOODRobinhood Markets INC - A+0.1%+16.79%加仓
4IOTSamsara Inc-cl A+0.1%+61.54%加仓
5ORCLOracle CORP0%+4.12%加仓
6GOOGAlphabet Inc-cl C-0.1%+3.20%加仓
7RSPTInvesco S&p 500 Equal Weight-0.2%-0.01%减仓
8IBITIshares Bitcoin Trust ETF-0.4%-0.11%加仓
9AMPLAmplitude Inc-class A-0.5%-39.16%减仓
10GOOGLAlphabet Inc-cl A-0.7%-0.24%减仓
11SPYSs Spdr S&p 500 ETF Trust-us-0.7%—减仓
12BXBlackstone INC-0.7%-0.25%减仓
13MSFTMicrosoft CORP-0.9%+1.23%减仓
14IJHIshares Core S&p Midcap ETF-0.9%-0.34%减仓
15QQQInvesco Qqq Trust Series 1-1.1%-0.38%减仓
16PAVEGlobal X US Infrastructure-1.1%-0.43%减仓
17IJRIshares Core S&p Small-cap E-1.4%-0.25%减仓
18BSCWInvesco Bulletshares 2032 Cb-1.5%+19.27%加仓
19AMZNAmazon.com INC-1.6%+0.11%减仓
20AAPLApple INC-3.1%-1.12%减仓
21FDXFedex CORP-3.1%+7.89%加仓
228QRConfluent Inc-class A-6.9%+0.19%减仓
23IBDTIshares Ibonds Dec 2028 ETF—NEW新建仓
24IBMQIshares Ibonds Dec 2028 Muni—NEW新建仓
25IBDVIshares Ibonds Dec 2030 CORP—NEW新建仓
26IBDUIshares Ibonds Dec 2029 Term—NEW新建仓
27IBDWIshares Ibonds Dec 2031 CORP—NEW新建仓
28VEAVanguard Ftse Developed ETF—NEW新建仓
29IBMTIshares Ibonds Dec 2031 Muni—NEW新建仓
30IBMSIsharesibonddec2030munibdetf—NEW新建仓
31IBDSIshrs Ibnds Dec 27 CORP ETF—NEW新建仓
32IBMRIshares Ibonds Dec 2029 M Bd—NEW新建仓
33TFLOIshares Treasury Floating Ra—EXIT清仓
34VTEBVanguard Tax-exempt Bond ETF—EXIT清仓
35IBMPIshares Ibonds Dec 2027 Term—NEW新建仓
36HYMBSs Spdr N Ice Hy Muni ETF—EXIT清仓
37BPBp Plc-spons Adr—EXIT清仓
38AVGOBroadcom INC—NEW新建仓
39SNOWSnowflake INC—EXIT清仓
40CMFIshares California Muni Bond—EXIT清仓
41IYHIshares U.s. Healthcare ETF—EXIT清仓
42USFRWisdomtree Floating Rate Tre—EXIT清仓
43IBDRIshares Ibonds Dec 2026 Term—NEW新建仓
44FSMBFirst Trust Short Dur Manag—EXIT清仓
45SGOVIshares 0-3 Month Treasury B—EXIT清仓
46DFICDimensional International Co—NEW新建仓
47LMBSFirst Trust Low Duration Opp—EXIT清仓
48VBVanguard Small-cap ETF—NEW新建仓
49METAMeta Platforms Inc-class A—NEW新建仓
50FNDASchwab Fndmntl US Sm Co ETF—EXIT清仓

FAQ

Vishria Bird Financial Group, LLC 是什么机构？属于哪种投资人类型？
Vishria Bird Financial Group, 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（2025-09-30），该机构追踪的股票投资组合估值约为 US$5.1亿，分布在 97 个已申报仓位之中。
Vishria Bird Financial Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Vishria Bird Financial Group, LLC 按市值排列的前几大持股为： 1. Ishares Ibonds Dec 2028 ETF (IBDT) — US$6645.4万 (13.0%) 2. Alphabet Inc-cl A (GOOGL) — US$2941.7万 (5.8%) 3. Ishares Ibonds Dec 2028 Muni (IBMQ) — US$2935.0万 (5.8%) 4. Apple INC (AAPL) — US$2465.8万 (4.8%) 5. Fedex CORP (FDX) — US$2420.5万 (4.8%)
Vishria Bird Financial Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Vishria Bird Financial Group, LLC 共进行了 50 项显著调整：新建仓 16 个仓位、加仓 9 个既有持股、减仓 13 个仓位，并完全清仓 12 个持股。 其中幅度最大的异动：新建仓: Ishares Ibonds Dec 2028 ETF (IBDT); 新建仓: Ishares Ibonds Dec 2028 Muni (IBMQ); 新建仓: Ishares Ibonds Dec 2030 CORP (IBDV); 新建仓: Ishares Ibonds Dec 2029 Term (IBDU); 新建仓: Ishares Ibonds Dec 2031 CORP (IBDW)
Vishria Bird Financial Group, 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，Vishria Bird Financial Group, LLC 的主要板块分布如下： • Information Technology: 37.7% • Communication Services: 25.0% • Industrials: 18.9% • Consumer Discretionary: 13.6% • Financials: 2.7% • Health Care: 1.0%