OP

Orion Portfolio Solutions, LLC

分散型投资策略高频交易型逆势操作型

申报总市值

US$102.0亿

申报季度: 2025-03-31 · 持股只数: 1877

Orion Portfolio Solutions, LLC在最新一期 13F 报告中披露了 1877 项持股，申报期为 2025-03-31，总持股市值约为 US$102.0亿，季度换手率为 200.0%。

机构性格雪花图

集中度
4.94
持仓稳定性
100
动能／逆势
0
行业集中度
56.27
多样化
100
仓位均衡度
52.91

近期动向

  • 新建仓 SECT

  • 新建仓 IVV

  • 新建仓 BUYW

  • 新建仓 AAPL

  • 新建仓 MSFT

  • 新建仓 VTI

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
1SECTMain Sector Rotation ETFETF-其他8.84%+8.84%NEW
2IVVIshares Core S&p 500 ETFETF-大型股与成长3.00%+3.00%NEW
3BUYWMain Buywrite ETFETF-其他2.10%+2.10%NEW
4AAPLApple INC股票-科技2.09%+2.09%NEW
5MSFTMicrosoft CORP股票-科技1.60%+1.60%NEW
6VTIVanguard Total Stock Mkt ETFETF-其他1.42%+1.42%NEW
7NVDANvidia CORP股票-科技1.23%+1.23%NEW
8VEAVanguard Ftse Developed ETFETF-其他1.11%+1.11%NEW
9AMZNAmazon.com INC股票-周期性消费1.08%+1.08%NEW
10EDGF3edge Dynamic Fixed Incm ETFETF-其他1.04%+1.04%NEW
11IWFIshares Russell 1000 GrowthETF-其他0.98%+0.98%NEW
12VUGVanguard Growth ETFETF-其他0.92%+0.92%NEW
13VTVVanguard Value ETFETF-其他0.85%+0.85%NEW
14VOOVanguard S&p 500 ETFETF-大型股与成长0.78%+0.78%NEW
15AGGIshares Core U.s. AggregateETF-其他0.71%+0.71%NEW
16SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.71%+0.71%NEW
17VCRBVanguard Core Bond ETFETF-其他0.68%+0.68%NEW
18IXUSIshares Core Intl Stock ETFETF-其他0.67%+0.67%NEW
19SPMOInvesco S&p 500 Momentum ETFETF-大型股与成长0.65%+0.65%NEW
20METAMeta Platforms Inc-class A股票-通信服务0.64%+0.64%NEW
21MUBIshares National Muni Bond EETF-其他0.59%+0.59%NEW
22VVisa Inc-class A Shares股票-金融0.57%+0.56%NEW
23BRK-BBerkshire Hathaway Inc-cl B股票-其他0.55%+0.55%NEW
24ITOTIshares Core S&p Total U.s.ETF-其他0.54%+0.54%NEW
25QQQInvesco Qqq Trust Series 1ETF-科技型0.53%+0.53%NEW
26GOOGLAlphabet Inc-cl A股票-通信服务0.53%+0.53%NEW
27WMTWalmart INC股票-非周期性消费0.53%+0.53%NEW
28HCMTDirexion Hcm Tactic US ETFETF-其他0.52%+0.52%NEW
29FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他0.51%+0.51%NEW
30JPMJpmorgan Chase & Co股票-金融0.49%+0.49%NEW
31GSLCGoldman Activebeta US Lc ETFETF-避险与商品0.48%+0.48%NEW
32VWOVanguard Ftse Emerging MarkeETF-新兴市场0.46%+0.46%NEW
33MRSKToews Agility Shares ManagedETF-其他0.45%+0.45%NEW
34UNHUnitedhealth Group INC股票-医疗保健0.45%+0.45%NEW
35IWXIshares Russell Top 200 ValuETF-其他0.45%+0.45%NEW
36TMATMain Thematic Innovation ETFETF-其他0.43%+0.43%NEW
37GOOGAlphabet Inc-cl C股票-通信服务0.43%+0.43%NEW
38EDGH3edge Dynamic Hard Asset ETFETF-其他0.42%+0.42%NEW
39AVGOBroadcom INC股票-科技0.38%+0.38%NEW
40LLYEli Lilly & Co股票-医疗保健0.38%+0.38%NEW
41CWBSs Spdr Bb Conv Sec ETFETF-其他0.37%+0.37%NEW
42IEFAIshares Core Msci Eafe ETFETF-其他0.36%+0.36%NEW
43COWZPacer US Cash Cows 100 ETFETF-其他0.35%+0.35%NEW
44MAMastercard INC - A股票-金融0.34%+0.34%NEW
45IEMGIshares Core Msci EmergingETF-新兴市场0.34%+0.34%NEW
46CLOIVaneck Clo ETFETF-其他0.34%+0.34%NEW
47XOMExxon Mobil CORP股票-能源0.33%+0.33%NEW
48JNJJohnson & Johnson股票-医疗保健0.33%+0.33%NEW
49AVEMAvantis Emerging Markets EqETF-新兴市场0.33%+0.33%NEW
50JMUBJpmorgan Municipal ETFETF-其他0.32%+0.32%NEW
1–50 of 1,877

本季持股变动

Orion Portfolio Solutions, LLC 在 2025-03-31 最显著的持仓异动： 新建仓: Main Sector Rotation ETF (SECT); 新建仓: Ishares Core S&p 500 ETF (IVV); 新建仓: Main Buywrite ETF (BUYW); 新建仓: Apple INC (AAPL); 新建仓: Microsoft CORP (MSFT).

Orion Portfolio Solutions, LLC 于截至 2025-03-31 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
1SECTMain Sector Rotation ETF—NEW新建仓
2IVVIshares Core S&p 500 ETF—NEW新建仓
3BUYWMain Buywrite ETF—NEW新建仓
4AAPLApple INC—NEW新建仓
5MSFTMicrosoft CORP—NEW新建仓
6VTIVanguard Total Stock Mkt ETF—NEW新建仓
7NVDANvidia CORP—NEW新建仓
8VEAVanguard Ftse Developed ETF—NEW新建仓
9AMZNAmazon.com INC—NEW新建仓
10EDGF3edge Dynamic Fixed Incm ETF—NEW新建仓
11IWFIshares Russell 1000 Growth—NEW新建仓
12VUGVanguard Growth ETF—NEW新建仓
13VTVVanguard Value ETF—NEW新建仓
14VOOVanguard S&p 500 ETF—NEW新建仓
15AGGIshares Core U.s. Aggregate—NEW新建仓
16SPYSs Spdr S&p 500 ETF Trust-us—NEW新建仓
17VCRBVanguard Core Bond ETF—NEW新建仓
18IXUSIshares Core Intl Stock ETF—NEW新建仓
19SPMOInvesco S&p 500 Momentum ETF—NEW新建仓
20METAMeta Platforms Inc-class A—NEW新建仓
21MUBIshares National Muni Bond E—NEW新建仓
22VVisa Inc-class A Shares—NEW新建仓
23BRK-BBerkshire Hathaway Inc-cl B—NEW新建仓
24ITOTIshares Core S&p Total U.s.—NEW新建仓
25QQQInvesco Qqq Trust Series 1—NEW新建仓
26GOOGLAlphabet Inc-cl A—NEW新建仓
27WMTWalmart INC—NEW新建仓
28HCMTDirexion Hcm Tactic US ETF—NEW新建仓
29FNDFSchwab Fndmn Intl Lrg Co ETF—NEW新建仓
30JPMJpmorgan Chase & Co—NEW新建仓
31GSLCGoldman Activebeta US Lc ETF—NEW新建仓
32VWOVanguard Ftse Emerging Marke—NEW新建仓
33MRSKToews Agility Shares Managed—NEW新建仓
34UNHUnitedhealth Group INC—NEW新建仓
35IWXIshares Russell Top 200 Valu—NEW新建仓
36TMATMain Thematic Innovation ETF—NEW新建仓
37GOOGAlphabet Inc-cl C—NEW新建仓
38EDGH3edge Dynamic Hard Asset ETF—NEW新建仓
39AVGOBroadcom INC—NEW新建仓
40LLYEli Lilly & Co—NEW新建仓
41CWBSs Spdr Bb Conv Sec ETF—NEW新建仓
42IEFAIshares Core Msci Eafe ETF—NEW新建仓
43COWZPacer US Cash Cows 100 ETF—NEW新建仓
44MAMastercard INC - A—NEW新建仓
45IEMGIshares Core Msci Emerging—NEW新建仓
46CLOIVaneck Clo ETF—NEW新建仓
47XOMExxon Mobil CORP—NEW新建仓
48JNJJohnson & Johnson—NEW新建仓
49AVEMAvantis Emerging Markets Eq—NEW新建仓
50JMUBJpmorgan Municipal ETF—NEW新建仓

FAQ

Orion Portfolio Solutions, LLC 是什么机构？属于哪种投资人类型？
Orion Portfolio Solutions, LLC 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（2025-03-31），该机构追踪的股票投资组合估值约为 US$102.0亿，分布在 1877 个已申报仓位之中。
Orion Portfolio Solutions, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Orion Portfolio Solutions, LLC 按市值排列的前几大持股为： 1. Main Sector Rotation ETF (SECT) — US$9.0亿 (8.8%) 2. Ishares Core S&p 500 ETF (IVV) — US$3.1亿 (3.0%) 3. Main Buywrite ETF (BUYW) — US$2.1亿 (2.1%) 4. Apple INC (AAPL) — US$2.1亿 (2.1%) 5. Microsoft CORP (MSFT) — US$1.6亿 (1.6%)
Orion Portfolio Solutions, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Orion Portfolio Solutions, LLC 主要以增持为主——新建仓 50 个仓位，并对 0 个既有持股进行加仓。 其中幅度最大的异动：新建仓: Main Sector Rotation ETF (SECT); 新建仓: Ishares Core S&p 500 ETF (IVV); 新建仓: Main Buywrite ETF (BUYW); 新建仓: Apple INC (AAPL); 新建仓: Microsoft CORP (MSFT)
Orion Portfolio Solutions, LLC 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，Orion Portfolio Solutions, LLC 的主要板块分布如下： • Information Technology: 34.0% • Health Care: 14.0% • Financials: 14.0% • Consumer Discretionary: 11.3% • Communication Services: 10.2% • Consumer Staples: 8.0%