1W

1900 Wealth Management LLC

趨勢追蹤型長期持有型

申報總市值

US$15.6億

申報季度: 2026-03-31 · 持股檔數: 253

1900 WEALTH MANAGEMENT LLC在最新一期 13F 報告中揭露了 253 項持股，申報期為 2026-03-31，總持股市值約為 US$15.6億，季度換手率為 6.7%。

機構性格雪花圖

集中度
42.41
持倉穩定性
6.69
動能／逆勢
100
產業集中度
46.4
多樣化
100
倉位均衡度
49.08

近期動向

  • 減碼 SPYM

    +1.2%　-US$1624.9萬

  • 加碼 BRK-B

    +468.9%　US$1189.3萬

  • 加碼 JMUB

    +12.7%　US$726.4萬

  • 加碼 TPL

    +0.0%　US$326.9萬

  • 減碼 ITOT

    -10.3%　-US$223.3萬

  • 加碼 XOM

    +2.8%　US$213.9萬

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
1SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長29.61%-1.01%+1.24%
2JAAAJanus Henderson Aaa Clo ETFETF-其他7.96%+0.05%+0.71%
3UBNDVictoryshares Core Plus BondETF-其他6.12%+0.07%+2.12%
4JMUBJpmorgan Municipal ETFETF-其他4.51%+0.47%+12.75%
5DFUSDimensional US Eq Mkt ETFETF-其他3.59%-0.03%+3.51%
6IVVIshares Core S&p 500 ETFETF-大型股與成長2.90%-0.13%+0.34%
7SPMDSs Spdr P S&p 400 Midcap ETFETF-其他2.88%+0.12%+1.76%
8QUALIshares Msci USA Quality FacETF-其他2.36%-0.10%-0.48%
9MTUMIshares Msci USA Momentum FaETF-其他2.05%-0.10%-0.83%
10VEAVanguard Ftse Developed ETFETF-其他1.90%+0.03%-1.14%
11GSLCGoldman Activebeta US Lc ETFETF-避險與商品1.64%-0.09%+0.02%
12DFUVDimensional US Marketwide VaETF-其他1.58%+0.05%-1.01%
13VONEVanguard Russell 1000ETF-其他1.37%-0.05%+0.77%
14BRK-BBerkshire Hathaway Inc-cl B股票-其他0.94%+0.77%+468.89%
15IDCCInterdigital INC股票-科技0.87%-0.05%-0.02%
16ITOTIshares Core S&p Total U.s.ETF-其他0.87%-0.14%-10.34%
17FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他0.77%+0.06%—
18GSIEGoldman Sachs Activebeta IntETF-避險與商品0.73%—-0.86%
19IWBIshares Russell 1000 ETFETF-其他0.70%-0.03%+0.02%
20GSSCGoldman Sachs Activebeta USETF-避險與商品0.65%—-0.42%
21DFASDimensional US Small Cap ETFETF-中小型股0.60%—-0.23%
22AAPLApple INC股票-科技0.60%-0.05%-1.59%
23VTWOVanguard Russell 2000 ETFETF-中小型股0.59%—+0.01%
24VOVanguard Mid-cap ETFETF-其他0.57%+0.03%+7.32%
25IWFIshares Russell 1000 GrowthETF-其他0.57%-0.06%-0.64%
26IQLTIshares Msci International QETF-其他0.56%—-0.05%
27VTIVanguard Total Stock Mkt ETFETF-其他0.56%-0.03%-1.24%
28VVVanguard Large-cap ETFETF-其他0.53%-0.03%-0.56%
29TPLTexas Pacific Land CORP股票-能源0.53%+0.21%+0.04%
30SPYVSs Spdr P S&p 500 Value ETFETF-大型股與成長0.51%—-3.51%
31SPGPInvesco S&p 500 Garp ETFETF-大型股與成長0.48%-0.03%-0.15%
32IJRIshares Core S&p Small-cap EETF-中小型股0.45%+0.03%+5.00%
33SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.45%—+0.14%
34XOMExxon Mobil CORP股票-能源0.44%+0.13%+2.78%
35DFAIDimensional International CoETF-其他0.44%—-3.41%
36VOOVanguard S&p 500 ETFETF-大型股與成長0.44%—-0.21%
37DFIVDimensional International VaETF-其他0.42%—-2.25%
38POWAInvesco Bloomberg Pricing PoETF-其他0.42%—-0.12%
39VWOVanguard Ftse Emerging MarkeETF-新興市場0.41%+0.03%+6.88%
40BRK-ABerkshire Hathaway Inc-cl A股票-其他0.37%——
41DLNWisdomtree US Largecap DividETF-其他0.36%—+0.02%
42MSFTMicrosoft CORP股票-科技0.35%-0.10%+2.96%
43EFGIshares Msci Eafe Growth ETFETF-其他0.35%—-2.04%
44AMZNAmazon.com INC股票-循環性消費0.35%-0.05%-4.64%
45JPMEJPM Diver Ret US Mc EquityETF-其他0.34%—-2.52%
46USMVIshares Msci USA Min Vol FacETF-其他0.34%—-0.01%
47DFATDimensional US Target ValueETF-其他0.34%—-0.12%
48VTEBVanguard Tax-exempt Bond ETFETF-其他0.34%—+3.19%
49IUSGIshares Core S&p U.s. GrowthETF-其他0.33%-0.04%-3.74%
50CSWCsw Industrials INC股票-工業0.31%-0.03%—
1–50 of 253

本季持股變動

1900 Wealth Management LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Eog Resources INC (EOG); 新建倉: Conocophillips (COP); 新建倉: Infleqtion INC (INFQ); 新建倉: GE Vernova INC (GEV); 加碼: Ste Str Spdr Pt S&p 500 ETF (SPYM) — 股數 +1.24%.

1900 Wealth Management 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
1BRK-BBerkshire Hathaway Inc-cl B+0.8%+468.89%加碼
2JMUBJpmorgan Municipal ETF+0.5%+12.75%加碼
3TPLTexas Pacific Land CORP+0.2%+0.04%加碼
4XOMExxon Mobil CORP+0.1%+2.78%加碼
5SPMDSs Spdr P S&p 400 Midcap ETF+0.1%+1.76%加碼
6UBNDVictoryshares Core Plus Bond+0.1%+2.12%加碼
7FNDFSchwab Fndmn Intl Lrg Co ETF+0.1%—不變
8HDVIshares Core High Dividend E+0.1%+28.24%加碼
9CATCaterpillar INC+0.1%+0.69%加碼
10DFUVDimensional US Marketwide Va+0.1%-1.01%減碼
11JAAAJanus Henderson Aaa Clo ETF+0.1%+0.71%加碼
12ETEnergy Transfer LP0%+0.05%加碼
13IJRIshares Core S&p Small-cap E0%+5.00%加碼
14VOVanguard Mid-cap ETF0%+7.32%加碼
15RTXRtx CORP0%+188.93%加碼
16VWOVanguard Ftse Emerging Marke0%+6.88%加碼
17VEAVanguard Ftse Developed ETF0%-1.14%減碼
18GEGeneral Electric0%+139.85%加碼
19GOOGLAlphabet Inc-cl A0%-2.55%減碼
20GOOGAlphabet Inc-cl C0%+0.69%加碼
21CSWCsw Industrials INC0%—不變
22DFUSDimensional US Eq Mkt ETF0%+3.51%加碼
23NVDANvidia CORP0%-10.81%減碼
24IWBIshares Russell 1000 ETF0%+0.02%加碼
25VTIVanguard Total Stock Mkt ETF0%-1.24%減碼
26VVVanguard Large-cap ETF0%-0.56%減碼
27VUGVanguard Growth ETF0%+0.02%加碼
28SPGPInvesco S&p 500 Garp ETF0%-0.15%減碼
29MGKVanguard Mega Cap Growth ETF0%-1.04%減碼
30IUSGIshares Core S&p U.s. Growth0%-3.74%減碼
31JPMJpmorgan Chase & Co0%-15.07%減碼
32AMZNAmazon.com INC-0.1%-4.64%減碼
33VONEVanguard Russell 1000-0.1%+0.77%加碼
34AAPLApple INC-0.1%-1.59%減碼
35AVGOBroadcom INC-0.1%-17.59%減碼
36IDCCInterdigital INC-0.1%-0.02%減碼
37ADBEAdobe INC-0.1%-6.88%減碼
38DFACDimensional US Core Equity 2-0.1%-39.96%減碼
39IWFIshares Russell 1000 Growth-0.1%-0.64%減碼
40GSLCGoldman Activebeta US Lc ETF-0.1%+0.02%加碼
41MTUMIshares Msci USA Momentum Fa-0.1%-0.83%減碼
42QUALIshares Msci USA Quality Fac-0.1%-0.48%減碼
43MSFTMicrosoft CORP-0.1%+2.96%加碼
44IVVIshares Core S&p 500 ETF-0.1%+0.34%加碼
45ITOTIshares Core S&p Total U.s.-0.1%-10.34%減碼
46SPYMSte Str Spdr Pt S&p 500 ETF-1%+1.24%加碼
47EOGEog Resources INC—NEW新建倉
48COPConocophillips—NEW新建倉
49INFQInfleqtion INC—NEW新建倉
50GEVGE Vernova INC—NEW新建倉

FAQ

1900 Wealth Management LLC 是什麼機構？屬於哪種投資人類型？
1900 Wealth Management 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$15.6億，分佈在 253 個已申報部位之中。
1900 Wealth Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，1900 Wealth Management LLC 按市值排列的前幾大持股為： 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$4.6億 (29.6%) 2. Janus Henderson Aaa Clo ETF (JAAA) — US$1.2億 (8.0%) 3. Victoryshares Core Plus Bond (UBND) — US$9538.5萬 (6.1%) 4. Jpmorgan Municipal ETF (JMUB) — US$7027.7萬 (4.5%) 5. Dimensional US Eq Mkt ETF (DFUS) — US$5587.8萬 (3.6%)
1900 Wealth Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，1900 Wealth Management LLC 共進行了 48 項顯著調整：新建倉 4 個部位、加碼 24 個既有持股、減碼 20 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Eog Resources INC (EOG); 新建倉: Conocophillips (COP); 新建倉: Infleqtion INC (INFQ); 新建倉: GE Vernova INC (GEV); 加碼: Ste Str Spdr Pt S&p 500 ETF (SPYM) — 股數 +1.24%
1900 Wealth Management 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，1900 Wealth Management LLC 的主要板塊分佈如下： • Information Technology: 25.9% • Financials: 20.1% • Consumer Discretionary: 10.8% • Industrials: 9.6% • Communication Services: 8.9% • Energy: 8.8%