SP
Spartan Planning & Wealth Management
分散型投資策略高頻交易型逆勢操作型
申報總市值
US$1.4億
申報季度: 2026-03-31 · 持股檔數: 69
Spartan Planning & Wealth Management在最新一期 13F 報告中揭露了 69 項持股，申報期為 2026-03-31，總持股市值約為 US$1.4億，季度換手率為 92.0%。
機構性格雪花圖
- 集中度
- 18.43
- 持倉穩定性
- 92.05
- 動能／逆勢
- 0
- 產業集中度
- 59.97
- 多樣化
- 100
- 倉位均衡度
- 85.13
近期動向
加碼 BIL
+3825.1% US$1332.5萬
減碼 IEI
-44.9% -US$735.5萬
減碼 SPTM
-33.8% -US$639.7萬
加碼 SHV
+1575.0% US$535.4萬
加碼 OPER
+1411.1% US$531.0萬
減碼 NVDA
-46.0% -US$496.3萬
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 |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 10.11% | +9.85% | +3825.07% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 8.20% | -4.70% | -33.83% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 6.57% | -5.41% | -44.95% | |
| 4 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 5.49% | +5.49% | NEW | |
| 5 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 5.46% | +5.46% | NEW | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-其他 | 5.42% | +5.42% | NEW | |
| 7 | HEGD | Swan Hedged Equity US Lg Cap | ETF-其他 | 5.39% | -1.14% | -16.01% | |
| 8 | TFFI | Chesap Trend Follo Fi In ETF | ETF-其他 | 4.75% | +4.75% | NEW | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.21% | +3.96% | +1574.96% | |
| 10 | OPER | Clearshares Ultra-short Matu | ETF-其他 | 4.21% | +3.93% | +1411.12% | |
| 11 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-其他 | 3.82% | +0.43% | +3.71% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 3.74% | -3.66% | -46.01% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.71% | -2.13% | -38.29% | |
| 14 | AAPL | Apple INC | 股票-科技 | 3.28% | -2.91% | -43.42% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.45% | -1.11% | -38.36% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.41% | -0.48% | -28.56% | |
| 17 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.29% | — | +10.93% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.21% | -1.25% | -45.19% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | +0.38% | +4.27% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.13% | -0.89% | -38.78% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | +0.27% | +15.35% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 0.99% | — | +14.86% | |
| 23 | TSLA | Tesla INC | 股票-循環性消費 | 0.86% | -0.92% | -41.79% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.69% | +0.69% | NEW | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | -0.83% | -51.88% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.64% | NEW | |
| 27 | CAT | Caterpillar INC | 股票-工業 | 0.62% | — | +21.26% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | -0.61% | -41.26% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.58% | -0.51% | -44.05% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.56% | — | +14.31% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | +5.33% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | — | +15.68% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.48% | -0.37% | -43.90% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 0.43% | — | +10.59% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.42% | -0.42% | -45.59% | |
| 36 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.41% | — | +66.50% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.39% | — | -34.07% | |
| 38 | LIN | Linde plc | 股票-原物料 | 0.38% | +0.38% | NEW | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.34% | — | +40.31% | |
| 40 | AMGN | Amgen INC | 股票-醫療保健 | 0.34% | — | +23.60% | |
| 41 | T | At&t INC | 股票-通訊服務 | 0.33% | +0.33% | NEW | |
| 42 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.33% | +0.33% | NEW | |
| 43 | C | Citigroup INC | 股票-金融 | 0.33% | — | +1.40% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事業 | 0.33% | — | +12.37% | |
| 45 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.32% | — | +32.28% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.28% | -0.30% | -48.99% | |
| 47 | GE | General Electric | 股票-工業 | 0.28% | — | -40.31% | |
| 48 | PFE | Pfizer INC | 股票-醫療保健 | 0.27% | — | +11.22% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.26% | +0.26% | NEW | |
| 50 | CTVA | Corteva INC | 股票-原物料 | 0.25% | — | — |
1–50 of 69
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 69 | US$1.4億 | 92 | |
| 2025-12-31 | 79 | US$1.4億 | 38 | |
| 2025-09-30 | 76 | US$1.3億 | 84 | |
| 2025-06-30 | 76 | US$1.2億 | 0 | |
| 2025-03-31 | 65 | US$1.0億 | 0 | |
| 2024-12-31 | 71 | US$1.1億 | 0 | |
| 2023-12-31 | 193 | US$9383.2萬 | 0 | |
| 2023-09-30 | 162 | US$8533.7萬 | 0 | |
| 2022-12-31 | 164 | US$8023.9萬 | 0 | |
| 2022-09-30 | 99 | US$7640.2萬 | 0 | |
| 2022-06-30 | 114 | US$7491.8萬 | 0 | |
| 2022-03-31 | 143 | US$7993.4萬 | 0 |
本季持股變動
Spartan Planning & Wealth Management 在 2026-03-31 最顯著的持倉異動： 新建倉: Goldman Sachs Access Treasur (GBIL); 新建倉: Invesco Short Term Treasury (TBLL); 新建倉: Vanguard Short-term Tips (VTIP); 新建倉: Chesap Trend Follo Fi In ETF (TFFI); 清倉: Amazon.com INC (AMZN).
FAQ
Spartan Planning & Wealth Management 是什麼機構？屬於哪種投資人類型？
Spartan Planning & Wealth Management 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$1.4億，分佈在 69 個已申報部位之中。
Spartan Planning & Wealth Management 目前前幾大持股有哪些？
根據最新 13F 申報，Spartan Planning & Wealth Management 按市值排列的前幾大持股為：
1. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$1367.2萬 (10.1%)
2. Ss Spdr P S&p 1500 Comp ETF (SPTM) — US$1108.7萬 (8.2%)
3. Ishares 3-7 Year Treasury Bo (IEI) — US$888.4萬 (6.6%)
4. Goldman Sachs Access Treasur (GBIL) — US$741.9萬 (5.5%)
5. Invesco Short Term Treasury (TBLL) — US$738.4萬 (5.5%)
Spartan Planning & Wealth Management 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Spartan Planning & Wealth Management 共進行了 50 項顯著調整：新建倉 10 個部位、加碼 6 個既有持股、減碼 17 個部位，並完全清倉 17 個持股。 其中幅度最大的異動：新建倉: Goldman Sachs Access Treasur (GBIL); 新建倉: Invesco Short Term Treasury (TBLL); 新建倉: Vanguard Short-term Tips (VTIP); 新建倉: Chesap Trend Follo Fi In ETF (TFFI); 清倉: Amazon.com INC (AMZN)
Spartan Planning & Wealth Management 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，Spartan Planning & Wealth Management 的主要板塊分佈如下：
• Information Technology: 36.8%
• Health Care: 14.1%
• Communication Services: 12.5%
• Consumer Staples: 10.4%
• Industrials: 8.4%
• Energy: 8.0%