HI

Hoey Investments, INC

產業集中型趨勢追蹤型長期持有型

申報總市值

US$6.9億

申報季度: 2026-03-31 · 持股檔數: 420

HOEY INVESTMENTS, INC在最新一期 13F 報告中揭露了 420 項持股，申報期為 2026-03-31，總持股市值約為 US$6.9億，季度換手率為 12.2%。

機構性格雪花圖

集中度
70.13
持倉穩定性
12.23
動能／逆勢
100
產業集中度
100
多樣化
100
倉位均衡度
15.08

近期動向

  • 減碼 MSFT

    -7.6%　-US$1717.2萬

  • 加碼 NVDA

    +2.3%　-US$1090.5萬

  • 減碼 META

    -4.3%　-US$1501.5萬

  • 加碼 GEV

    +2.8%　US$222.7萬

  • 加碼 GS

    +17.9%　US$122.6萬

  • 加碼 IBM

    +377.7%　US$166.0萬

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

僅顯示前 416 大持股（共 420 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1NVDANvidia CORP股票-科技34.79%+1.22%+2.31%
2AMZNAmazon.com INC股票-循環性消費18.74%-0.02%+2.19%
3METAMeta Platforms Inc-class A股票-通訊服務10.54%-1.19%-4.30%
4MSFTMicrosoft CORP股票-科技5.97%-1.83%-7.64%
5PLTRPalantir Technologies Inc-a股票-科技3.88%—+21.27%
6AAPLApple INC股票-科技2.76%+0.01%-0.71%
7AVGOBroadcom INC股票-科技2.48%-0.08%+0.21%
8WFCWells Fargo & Co股票-金融1.57%-0.19%-3.71%
9GSGoldman Sachs Group INC股票-金融1.49%+0.28%+17.90%
10GEGeneral Electric股票-工業1.41%+0.01%+1.20%
11GOOGLAlphabet Inc-cl A股票-通訊服務1.39%+0.22%+19.11%
12JPMJpmorgan Chase & Co股票-金融1.26%-0.09%-5.97%
13GEVGE Vernova INC股票-工業1.18%+0.39%+2.80%
14MSMorgan Stanley股票-金融1.12%+0.04%+2.57%
15BACBank Of America CORP股票-金融0.90%-0.05%-1.74%
16WMTWalmart INC股票-非循環性消費0.82%—-10.37%
17BRK-BBerkshire Hathaway Inc-cl B股票-其他0.55%-0.16%-25.04%
18UBERUber Technologies INC股票-工業0.48%-0.13%-17.97%
19NVDLGranitesh 2x Lng Nvda ETFETF-其他0.46%—+12.56%
20SLVIshares Silver TrustETF-避險與商品0.45%+0.14%+29.37%
21CMCCommercial Metals Co股票-工業0.36%-0.01%+0.73%
22IBMIntl Business Machines CORP股票-科技0.32%+0.24%+377.73%
23LOWLowe's Cos INC股票-循環性消費0.30%—-0.42%
24AMGNAmgen INC股票-醫療保健0.26%+0.03%+0.35%
25NFLXNetflix INC股票-通訊服務0.25%+0.16%+152.98%
26IBBIshares Biotechnology ETFETF-科技型0.20%+0.10%+83.30%
27CMICummins INC股票-工業0.20%—-2.33%
28TSLATesla INC股票-循環性消費0.19%-0.03%-0.08%
29NLRVaneck Urani & Nuclr Etf-usdETF-其他0.19%+0.06%+23.27%
30BABoeing Co/the股票-工業0.17%-0.01%-2.43%
31RTXRtx CORP股票-工業0.17%——
32SCHVSchwab US Large-cap ValueETF-其他0.16%—-1.33%
33EMREmerson Electric Co股票-工業0.16%—-2.39%
34AGQProshares Ultra SilverETF-避險與商品0.16%+0.14%+767.40%
35KMIKinder Morgan INC股票-能源0.16%+0.04%-5.52%
36ARMArm Holdings Plc-adr股票-科技0.14%+0.04%-1.50%
37CPERUnited States Copper IndexETF-大型股與成長0.14%+0.07%+85.71%
38NOWServicenow INC股票-科技0.13%-0.07%-10.78%
39LMTLockheed Martin CORP股票-工業0.13%+0.03%-4.11%
40MUMicron Technology INC股票-科技0.13%+0.06%+35.06%
41ABBVAbbvie INC股票-醫療保健0.12%—+5.45%
42TSMTaiwan Semiconductor-sp Adr股票-科技0.10%—+2.91%
43PEPPepsico INC股票-非循環性消費0.10%——
44SCHGSchwab US Large-cap GrowthETF-其他0.09%—-0.47%
45PNCPnc Financial Services Group股票-金融0.09%—+19.84%
46JNJJohnson & Johnson股票-醫療保健0.09%—-1.97%
47ALABAstera Labs INC股票-科技0.08%-0.09%-31.33%
48NOCNorthrop Grumman CORP股票-工業0.08%——
49CVXChevron CORP股票-能源0.08%+0.04%+19.84%
50AMZUDire Dly Amzn Bul 2x Etf-usdETF-其他0.08%—+26.79%
1–50 of 416

本季持股變動

Hoey Investments, INC 在 2026-03-31 最顯著的持倉異動： 清倉: Booking Holdings INC (BKNG); 新建倉: Ste Str Spdr Pt S&p 500 ETF (SPYM); 清倉: Direx Dail Semi Bu 3x Et-usd (SOXL); 清倉: Strategy INC (MSTR); 新建倉: Dell Technologies -c (DELL).

Hoey Investments, INC 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
1NVDANvidia CORP+1.2%+2.31%加碼
2GEVGE Vernova INC+0.4%+2.80%加碼
3GSGoldman Sachs Group INC+0.3%+17.90%加碼
4IBMIntl Business Machines CORP+0.2%+377.73%加碼
5GOOGLAlphabet Inc-cl A+0.2%+19.11%加碼
6NFLXNetflix INC+0.2%+152.98%加碼
7AGQProshares Ultra Silver+0.1%+767.40%加碼
8SLVIshares Silver Trust+0.1%+29.37%加碼
9IBBIshares Biotechnology ETF+0.1%+83.30%加碼
10CPERUnited States Copper Index+0.1%+85.71%加碼
11MUMicron Technology INC+0.1%+35.06%加碼
12NLRVaneck Urani & Nuclr Etf-usd+0.1%+23.27%加碼
13GLWCorning INC+0.1%+129.68%加碼
14MSMorgan Stanley0%+2.57%加碼
15ARMArm Holdings Plc-adr0%-1.50%減碼
16CVXChevron CORP0%+19.84%加碼
17KMIKinder Morgan INC0%-5.52%減碼
18XOMExxon Mobil CORP0%+27.15%加碼
19CRWDCrowdstrike Holdings INC - A0%+99.67%加碼
20CATCaterpillar INC0%+36.90%加碼
21LMTLockheed Martin CORP0%-4.11%減碼
22AMGNAmgen INC0%+0.35%加碼
23GLDSpdr Gold Shares0%+49.25%加碼
24LRCXLam Research CORP0%+4.50%加碼
25AAPLApple INC0%-0.71%減碼
26GEGeneral Electric0%+1.20%加碼
27NVDLGranitesh 2x Lng Nvda ETF—+12.56%加碼
28CMCCommercial Metals Co0%+0.73%加碼
29BABoeing Co/the0%-2.43%減碼
30IUSGIshares Core S&p U.s. Growth0%-16.67%減碼
31AMZNAmazon.com INC0%+2.19%加碼
32HDHome Depot INC0%-34.37%減碼
33CEGConstellation Energy0%-35.51%減碼
34TSLATesla INC0%-0.08%減碼
35BACBank Of America CORP-0.1%-1.74%減碼
36NOWServicenow INC-0.1%-10.78%減碼
37AVGOBroadcom INC-0.1%+0.21%加碼
38JPMJpmorgan Chase & Co-0.1%-5.97%減碼
39ALABAstera Labs INC-0.1%-31.33%減碼
40CLSCelestica INC-0.1%-65.57%減碼
41UBERUber Technologies INC-0.1%-17.97%減碼
42BRK-BBerkshire Hathaway Inc-cl B-0.2%-25.04%減碼
43WFCWells Fargo & Co-0.2%-3.71%減碼
44METAMeta Platforms Inc-class A-1.2%-4.30%減碼
45MSFTMicrosoft CORP-1.8%-7.64%減碼
46BKNGBooking Holdings INC—EXIT清倉
47SPYMSte Str Spdr Pt S&p 500 ETF—NEW新建倉
48SOXLDirex Dail Semi Bu 3x Et-usd—EXIT清倉
49MSTRStrategy INC—EXIT清倉
50DELLDell Technologies -c—NEW新建倉

FAQ

Hoey Investments, INC 是什麼機構？屬於哪種投資人類型？
Hoey Investments, INC 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$6.9億，分佈在 420 個已申報部位之中。
Hoey Investments, INC 目前前幾大持股有哪些？
根據最新 13F 申報，Hoey Investments, INC 按市值排列的前幾大持股為： 1. Nvidia CORP (NVDA) — US$2.4億 (34.8%) 2. Amazon.com INC (AMZN) — US$1.3億 (18.7%) 3. Meta Platforms Inc-class A (META) — US$7305.4萬 (10.5%) 4. Microsoft CORP (MSFT) — US$4142.6萬 (6.0%) 5. Palantir Technologies Inc-a (PLTR) — US$2691.8萬 (3.9%)
Hoey Investments, INC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Hoey Investments, INC 共進行了 50 項顯著調整：新建倉 2 個部位、加碼 26 個既有持股、減碼 19 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：清倉: Booking Holdings INC (BKNG); 新建倉: Ste Str Spdr Pt S&p 500 ETF (SPYM); 清倉: Direx Dail Semi Bu 3x Et-usd (SOXL); 清倉: Strategy INC (MSTR); 新建倉: Dell Technologies -c (DELL)
Hoey Investments, INC 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，Hoey Investments, INC 的主要板塊分佈如下： • Information Technology: 53.5% • Consumer Discretionary: 20.4% • Communication Services: 12.9% • Financials: 7.3% • Industrials: 3.9% • Consumer Staples: 1.0%