WC

Washburn Capital Management, INC.

趋势追踪型长期持有型高品质投资策略

申报总市值

US$1.7亿

申报季度: 2026-03-31 · 持股只数: 56

WASHBURN CAPITAL MANAGEMENT, INC.在最新一期 13F 报告中披露了 56 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 12.4%。

机构性格雪花图

集中度
47.15
持仓稳定性
12.43
动能／逆势
100
行业集中度
58.93
多样化
100
仓位均衡度
76.12

近期动向

  • 加仓 GEV

    -4.3%　US$86.0万

  • 减仓 MSFT

    -4.5%　-US$113.1万

  • 减仓 NVDA

    -17.6%　-US$112.8万

  • 减仓 QQQ

    -2.2%　-US$199.8万

  • 减仓 PANW

    -38.2%　-US$78.9万

  • 加仓 BA

    +122.4%　US$66.8万

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
1SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长23.74%+0.09%-0.28%
2VTIVanguard Total Stock Mkt ETFETF-其他18.66%+0.12%-0.29%
3QQQInvesco Qqq Trust Series 1ETF-科技型13.11%-0.41%-2.23%
4DIASs Spdr Dow Jones Indus AvgETF-大型股与成长6.87%+0.09%-0.37%
5MTUMIshares Msci USA Momentum FaETF-其他2.40%+0.18%+6.87%
6GEVGE Vernova INC股票-工业2.30%+0.60%-4.33%
7NVDANvidia CORP股票-科技2.20%-0.51%-17.58%
8AAPLApple INC股票-科技1.99%-0.05%-0.94%
9MSFTMicrosoft CORP股票-科技1.79%-0.53%-4.46%
10METAMeta Platforms Inc-class A股票-通信服务1.70%-0.24%-4.14%
11VVisa Inc-class A Shares股票-金融1.63%-0.19%-1.50%
12AMZNAmazon.com INC股票-周期性消费1.46%-0.32%-13.96%
13VOOVanguard S&p 500 ETFETF-大型股与成长1.38%+0.01%+0.25%
14AVGOBroadcom INC股票-科技1.32%-0.12%-2.75%
15IJHIshares Core S&p Midcap ETFETF-其他1.22%+0.04%-4.29%
16COSTCostco Wholesale CORP股票-非周期性消费1.20%-0.18%-28.51%
17SOXXIshares Semiconductor ETFETF-其他1.06%+0.14%—
18CATCaterpillar INC股票-工业1.04%+0.25%+1.00%
19STRLSterling Infrastructure INC股票-工业0.97%+0.27%-0.72%
20GEGeneral Electric股票-工业0.90%-0.01%+2.15%
21GOOGAlphabet Inc-cl C股票-通信服务0.80%+0.16%+28.02%
22VICRVicor CORP股票-科技0.79%+0.34%+14.11%
23BABoeing Co/the股票-工业0.76%+0.41%+122.44%
24CLSCelestica INC股票-科技0.76%-0.07%-8.47%
25JPMJpmorgan Chase & Co股票-金融0.73%+0.14%+29.42%
26BRK-BBerkshire Hathaway Inc-cl B股票-其他0.72%-0.10%-13.12%
27HDHome Depot INC股票-周期性消费0.69%+0.01%+0.61%
28ABBVAbbvie INC股票-医疗保健0.62%-0.03%-4.39%
29LLYEli Lilly & Co股票-医疗保健0.55%-0.20%-18.64%
30PANWPalo Alto Networks INC股票-科技0.53%-0.41%-38.25%
31CEGConstellation Energy股票-公用事业0.48%-0.21%-17.92%
32MSMorgan Stanley股票-金融0.45%—+1.08%
33VBVanguard Small-cap ETFETF-其他0.43%+0.23%+98.12%
34QXOQxo INC股票-工业0.37%+0.37%NEW
35GLWCorning INC股票-科技0.35%+0.35%NEW
36SLVIshares Silver TrustETF-避险与商品0.35%+0.35%NEW
37VRTVertiv Holdings Co-a股票-工业0.34%+0.12%-6.00%
38TSLATesla INC股票-周期性消费0.31%-0.03%+5.37%
39AEMAgnico Eagle Mines LTD股票-原材料0.26%+0.05%-3.33%
40XOMExxon Mobil CORP股票-能源0.24%+0.08%—
41XLFSs Financial Select SectorETF-其他0.22%-0.08%-24.42%
42SCHBSchwab US Broad Market ETFETF-其他0.20%——
43SPTMSs Spdr P S&p 1500 Comp ETFETF-其他0.19%——
44WMTWalmart INC股票-非周期性消费0.19%—-6.71%
45EQTEqt CORP股票-能源0.18%+0.03%—
46GLDSpdr Gold SharesETF-避险与商品0.16%+0.04%+19.63%
47GSGoldman Sachs Group INC股票-金融0.16%—-7.27%
48BNBrookfield CORP股票-金融0.15%——
49EXEExpand Energy CORP股票-能源0.15%——
50ADIAnalog Devices INC股票-科技0.15%——
1–50 of 56

本季持股变动

Washburn Capital Management, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: Qxo INC (QXO); 新建仓: Corning INC (GLW); 新建仓: Ishares Silver Trust (SLV); 清仓: Cleanspark INC (CLSK); 清仓: Palantir Technologies Inc-a (PLTR).

Washburn Capital Management, INC. 于截至 2026-03-31 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
1GEVGE Vernova INC+0.6%-4.33%减仓
2BABoeing Co/the+0.4%+122.44%加仓
3VICRVicor CORP+0.3%+14.11%加仓
4STRLSterling Infrastructure INC+0.3%-0.72%减仓
5CATCaterpillar INC+0.3%+1.00%加仓
6VBVanguard Small-cap ETF+0.2%+98.12%加仓
7MTUMIshares Msci USA Momentum Fa+0.2%+6.87%加仓
8GOOGAlphabet Inc-cl C+0.2%+28.02%加仓
9JPMJpmorgan Chase & Co+0.1%+29.42%加仓
10SOXXIshares Semiconductor ETF+0.1%—不变
11VTIVanguard Total Stock Mkt ETF+0.1%-0.29%减仓
12VRTVertiv Holdings Co-a+0.1%-6.00%减仓
13SPYSs Spdr S&p 500 ETF Trust-us+0.1%-0.28%减仓
14DIASs Spdr Dow Jones Indus Avg+0.1%-0.37%减仓
15XOMExxon Mobil CORP+0.1%—不变
16AEMAgnico Eagle Mines LTD+0.1%-3.33%减仓
17GLDSpdr Gold Shares0%+19.63%加仓
18IJHIshares Core S&p Midcap ETF0%-4.29%减仓
19EQTEqt CORP0%—不变
20VOOVanguard S&p 500 ETF0%+0.25%加仓
21HDHome Depot INC0%+0.61%加仓
22MSMorgan Stanley—+1.08%加仓
23GEGeneral Electric0%+2.15%加仓
24ABTAbbott Laboratories0%-0.22%减仓
25CRHCRH plc0%—不变
26ABBVAbbvie INC0%-4.39%减仓
27TSLATesla INC0%+5.37%加仓
28GILGildan Activewear INC0%-9.44%减仓
29AAPLApple INC-0.1%-0.94%减仓
30CLSCelestica INC-0.1%-8.47%减仓
31XLFSs Financial Select Sector-0.1%-24.42%减仓
32BRK-BBerkshire Hathaway Inc-cl B-0.1%-13.12%减仓
33AVGOBroadcom INC-0.1%-2.75%减仓
34COSTCostco Wholesale CORP-0.2%-28.51%减仓
35VVisa Inc-class A Shares-0.2%-1.50%减仓
36LLYEli Lilly & Co-0.2%-18.64%减仓
37CEGConstellation Energy-0.2%-17.92%减仓
38METAMeta Platforms Inc-class A-0.2%-4.14%减仓
39AMZNAmazon.com INC-0.3%-13.96%减仓
40QQQInvesco Qqq Trust Series 1-0.4%-2.23%减仓
41PANWPalo Alto Networks INC-0.4%-38.25%减仓
42NVDANvidia CORP-0.5%-17.58%减仓
43MSFTMicrosoft CORP-0.5%-4.46%减仓
44QXOQxo INC—NEW新建仓
45GLWCorning INC—NEW新建仓
46SLVIshares Silver Trust—NEW新建仓
47CLSKCleanspark INC—EXIT清仓
48PLTRPalantir Technologies Inc-a—EXIT清仓
49DBRGDigitalbridge Group INC—EXIT清仓
50SHOPShopify INC - Class A—EXIT清仓

FAQ

Washburn Capital Management, INC. 是什么机构？属于哪种投资人类型？
Washburn Capital Management, INC. 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.7亿，分布在 56 个已申报仓位之中。
Washburn Capital Management, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Washburn Capital Management, INC. 按市值排列的前几大持股为： 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$4086.5万 (23.7%) 2. Vanguard Total Stock Mkt ETF (VTI) — US$3212.5万 (18.7%) 3. Invesco Qqq Trust Series 1 (QQQ) — US$2256.2万 (13.1%) 4. Ss Spdr Dow Jones Indus Avg (DIA) — US$1182.8万 (6.9%) 5. Ishares Msci USA Momentum Fa (MTUM) — US$413.6万 (2.4%)
Washburn Capital Management, INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Washburn Capital Management, INC. 共进行了 46 项显著调整：新建仓 3 个仓位、加仓 13 个既有持股、减仓 26 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Qxo INC (QXO); 新建仓: Corning INC (GLW); 新建仓: Ishares Silver Trust (SLV); 清仓: Cleanspark INC (CLSK); 清仓: Palantir Technologies Inc-a (PLTR)
Washburn Capital Management, INC. 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，Washburn Capital Management, INC. 的主要板块分布如下： • Information Technology: 33.1% • Industrials: 22.4% • Financials: 12.8% • Consumer Discretionary: 9.1% • Communication Services: 8.3% • Consumer Staples: 5.1%