KL

KilterHowling LLC

趨勢追蹤型高品質投資策略產業集中型

申報總市值

US$2.0億

申報季度: 2026-03-31 · 持股檔數: 49

KilterHowling LLC在最新一期 13F 報告中揭露了 49 項持股，申報期為 2026-03-31，總持股市值約為 US$2.0億，季度換手率為 20.8%。

機構性格雪花圖

集中度
40.44
持倉穩定性
20.81
動能／逆勢
100
產業集中度
67.47
多樣化
98
倉位均衡度
79.91

近期動向

  • 減碼 AKRE

    -96.2%　-US$667.4萬

  • 加碼 SHYG

    +37.5%　US$399.6萬

  • 減碼 AOM

    -92.0%　-US$273.4萬

  • 減碼 QQQ

    -0.1%　-US$160.7萬

  • 加碼 SCHZ

    +7.0%　US$184.8萬

  • 減碼 VOO

    +1.7%　-US$95.8萬

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
1SCHZSchwab US Aggregate Bond ETFETF-其他15.74%+0.86%+6.98%
2VOOVanguard S&p 500 ETFETF-大型股與成長15.01%-0.56%+1.68%
3VIGVanguard Dividend Apprec ETFETF-其他14.90%-0.20%+1.29%
4QQQInvesco Qqq Trust Series 1ETF-科技型12.48%-0.88%-0.06%
5SHYGIshares 0-5 Yr Hy CORP BondETF-投資等級公司債7.67%+1.99%+37.45%
6USMVIshares Msci USA Min Vol FacETF-其他6.52%—+1.61%
7VEAVanguard Ftse Developed ETFETF-其他4.80%+0.51%+9.56%
8AVDEAvantis International EquityETF-其他4.69%+4.69%NEW
9AAPLApple INC股票-科技1.99%+0.07%+11.74%
10BRK-BBerkshire Hathaway Inc-cl B股票-其他1.16%-0.03%+3.21%
11JPMJpmorgan Chase & Co股票-金融0.92%+0.04%+14.45%
12AMZNAmazon.com INC股票-循環性消費0.87%+0.01%+11.74%
13LLYEli Lilly & Co股票-醫療保健0.86%+0.49%+169.39%
14XOMExxon Mobil CORP股票-能源0.83%+0.35%+24.68%
15IWVIshares Russell 3000 ETFETF-其他0.81%-0.03%+0.19%
16GOOGAlphabet Inc-cl C股票-通訊服務0.71%-0.14%-8.52%
17NVDANvidia CORP股票-科技0.70%+0.01%+9.04%
18MSFTMicrosoft CORP股票-科技0.69%-0.11%+13.70%
19VTIVanguard Total Stock Mkt ETFETF-其他0.68%+0.55%+442.86%
20AVGOBroadcom INC股票-科技0.67%-0.05%+5.76%
21VUGVanguard Growth ETFETF-其他0.63%-0.08%+0.10%
22ESGUIshares Esg Aware Msci USAETF-其他0.63%+0.08%+21.32%
23VVisa Inc-class A Shares股票-金融0.62%+0.07%+30.79%
24EAGGIshares Esg Aware US AggregaETF-其他0.57%+0.15%+36.49%
25IWFIshares Russell 1000 GrowthETF-其他0.45%-0.05%+0.10%
26CMICummins INC股票-工業0.37%+0.02%—
27SCHBSchwab US Broad Market ETFETF-其他0.35%+0.22%+180.26%
28IWBIshares Russell 1000 ETFETF-其他0.31%-0.01%+0.23%
29ORCLOracle CORP股票-科技0.25%-0.09%+0.06%
30PGProcter & Gamble Co/the股票-非循環性消費0.23%—-1.07%
31SDGIsh Msci Glob Sust Deve GoalETF-其他0.22%+0.03%+17.69%
32VSGXVanguard Esg Intl Stock ETFETF-其他0.22%+0.02%+12.49%
33IWMIshares Russell 2000 ETFETF-中小型股0.21%+0.01%+5.93%
34GOOGLAlphabet Inc-cl A股票-通訊服務0.20%-0.02%-0.66%
35BGRNIshares Usd Green Bond ETFETF-其他0.19%+0.05%+38.24%
36IWPIshares Russell Mid-cap GrowETF-其他0.19%-0.01%+0.03%
37IWSIshares Russell Mid-cap ValuETF-其他0.17%—+0.30%
38CRBNIsh Low Car Opt Ms Ac Etf-usETF-其他0.15%—+9.06%
39SHESs Spdr Msci U Gend Div ETFETF-其他0.15%+0.01%+10.59%
40BALLBall CORP股票-循環性消費0.14%+0.02%-0.04%
41BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債0.13%—-0.35%
42WATWaters CORP股票-醫療保健0.13%-0.04%—
43IBMIntl Business Machines CORP股票-科技0.12%-0.03%-0.20%
44WECWec Energy Group INC股票-公用事業0.12%+0.01%+0.64%
45AOMIshares Core 40/60 ModerateETF-其他0.12%-1.39%-91.97%
46IWDIshares Russell 1000 Value EETF-其他0.12%—+0.46%
47AKREAkre Focus ETFETF-其他0.11%-3.38%-96.22%
48WMTWalmart INC股票-非循環性消費0.10%+0.10%NEW
49SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.10%+0.10%NEW

本季持股變動

KilterHowling LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Avantis International Equity (AVDE); 清倉: Vanguard 0-3m T-bill ETF (VBIL); 清倉: Costco Wholesale CORP (COST); 清倉: Ishares Core 80/20 Aggressiv (AOA); 清倉: Thermo Fisher Scientific INC (TMO).

KilterHowling 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
1SHYGIshares 0-5 Yr Hy CORP Bond+2%+37.45%加碼
2SCHZSchwab US Aggregate Bond ETF+0.9%+6.98%加碼
3VTIVanguard Total Stock Mkt ETF+0.6%+442.86%加碼
4VEAVanguard Ftse Developed ETF+0.5%+9.56%加碼
5LLYEli Lilly & Co+0.5%+169.39%加碼
6XOMExxon Mobil CORP+0.4%+24.68%加碼
7SCHBSchwab US Broad Market ETF+0.2%+180.26%加碼
8EAGGIshares Esg Aware US Aggrega+0.2%+36.49%加碼
9ESGUIshares Esg Aware Msci USA+0.1%+21.32%加碼
10AAPLApple INC+0.1%+11.74%加碼
11VVisa Inc-class A Shares+0.1%+30.79%加碼
12BGRNIshares Usd Green Bond ETF+0.1%+38.24%加碼
13JPMJpmorgan Chase & Co0%+14.45%加碼
14SDGIsh Msci Glob Sust Deve Goal0%+17.69%加碼
15VSGXVanguard Esg Intl Stock ETF0%+12.49%加碼
16CMICummins INC0%—不變
17BALLBall CORP0%-0.04%減碼
18NVDANvidia CORP0%+9.04%加碼
19IWMIshares Russell 2000 ETF0%+5.93%加碼
20WECWec Energy Group INC0%+0.64%加碼
21SHESs Spdr Msci U Gend Div ETF0%+10.59%加碼
22AMZNAmazon.com INC0%+11.74%加碼
23CRBNIsh Low Car Opt Ms Ac Etf-us—+9.06%加碼
24IWSIshares Russell Mid-cap Valu—+0.30%加碼
25IWBIshares Russell 1000 ETF0%+0.23%加碼
26IWPIshares Russell Mid-cap Grow0%+0.03%加碼
27GOOGLAlphabet Inc-cl A0%-0.66%減碼
28IWVIshares Russell 3000 ETF0%+0.19%加碼
29IBMIntl Business Machines CORP0%-0.20%減碼
30BRK-BBerkshire Hathaway Inc-cl B0%+3.21%加碼
31WATWaters CORP0%—不變
32IWFIshares Russell 1000 Growth-0.1%+0.10%加碼
33AVGOBroadcom INC-0.1%+5.76%加碼
34VUGVanguard Growth ETF-0.1%+0.10%加碼
35ORCLOracle CORP-0.1%+0.06%加碼
36MSFTMicrosoft CORP-0.1%+13.70%加碼
37GOOGAlphabet Inc-cl C-0.1%-8.52%減碼
38VIGVanguard Dividend Apprec ETF-0.2%+1.29%加碼
39VOOVanguard S&p 500 ETF-0.6%+1.68%加碼
40QQQInvesco Qqq Trust Series 1-0.9%-0.06%減碼
41AOMIshares Core 40/60 Moderate-1.4%-91.97%減碼
42AKREAkre Focus ETF-3.4%-96.22%減碼
43AVDEAvantis International Equity—NEW新建倉
44VBILVanguard 0-3m T-bill ETF—EXIT清倉
45COSTCostco Wholesale CORP—EXIT清倉
46AOAIshares Core 80/20 Aggressiv—EXIT清倉
47TMOThermo Fisher Scientific INC—EXIT清倉
48NOWServicenow INC—EXIT清倉
49WMTWalmart INC—NEW新建倉
50SPYSs Spdr S&p 500 ETF Trust-us—NEW新建倉

FAQ

KilterHowling LLC 是什麼機構？屬於哪種投資人類型？
KilterHowling 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$2.0億，分佈在 49 個已申報部位之中。
KilterHowling LLC 目前前幾大持股有哪些？
根據最新 13F 申報，KilterHowling LLC 按市值排列的前幾大持股為： 1. Schwab US Aggregate Bond ETF (SCHZ) — US$3121.1萬 (15.7%) 2. Vanguard S&p 500 ETF (VOO) — US$2975.3萬 (15.0%) 3. Vanguard Dividend Apprec ETF (VIG) — US$2953.1萬 (14.9%) 4. Invesco Qqq Trust Series 1 (QQQ) — US$2474.2萬 (12.5%) 5. Ishares 0-5 Yr Hy CORP Bond (SHYG) — US$1520.2萬 (7.7%)
KilterHowling LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，KilterHowling LLC 共進行了 48 項顯著調整：新建倉 3 個部位、加碼 33 個既有持股、減碼 7 個部位，並完全清倉 5 個持股。 其中幅度最大的異動：新建倉: Avantis International Equity (AVDE); 清倉: Vanguard 0-3m T-bill ETF (VBIL); 清倉: Costco Wholesale CORP (COST); 清倉: Ishares Core 80/20 Aggressiv (AOA); 清倉: Thermo Fisher Scientific INC (TMO)
KilterHowling 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，KilterHowling LLC 的主要板塊分佈如下： • Information Technology: 37.9% • Financials: 23.1% • Consumer Discretionary: 8.6% • Health Care: 8.4% • Communication Services: 7.7% • Energy: 7.1%