GP
Game Plan Financial Advisors, LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$2.2亿
申报季度: 2026-03-31 · 持股只数: 348
Game Plan Financial Advisors, LLC在最新一期 13F 报告中披露了 348 项持股，申报期为 2026-03-31，总持股市值约为 US$2.2亿，季度换手率为 41.9%。
机构性格雪花图
- 集中度
- 11.36
- 持仓稳定性
- 41.88
- 动能／逆势
- 100
- 行业集中度
- 72.9
- 多样化
- 100
- 仓位均衡度
- 70.16
近期动向
减仓 MSFT
-68.3% -US$655.7万
加仓 SCHG
+107.2% US$398.2万
加仓 XLU
+7193.7% US$401.2万
减仓 UPS
-100.0% -US$342.2万
减仓 HACK
-84.0% -US$330.5万
加仓 SWVXX
+16.4% US$173.1万
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 |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 6.69% | -0.11% | -3.84% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.88% | +0.40% | +2.42% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.83% | +0.26% | +0.19% | |
| 4 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 5.54% | +1.29% | +16.37% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.26% | +0.01% | -0.78% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.68% | +0.64% | +13.21% | |
| 7 | ETN | Eaton Corporation plc | 股票-工业 | 3.60% | +1.06% | +12.94% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.23% | +1.94% | +107.21% | |
| 9 | GS | Goldman Sachs Group INC | 股票-金融 | 2.93% | — | +3.31% | |
| 10 | XLF | Ss Financial Select Sector | ETF-其他 | 2.83% | +0.07% | +1.60% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.75% | -0.60% | -21.58% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.28% | +0.04% | -0.61% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.13% | +0.41% | -0.89% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.10% | — | -0.31% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.83% | +1.81% | +7193.74% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.75% | -0.18% | -13.70% | |
| 17 | RPM | Rpm International INC | 股票-原材料 | 1.72% | — | +0.00% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.72% | +0.90% | +61.79% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.60% | — | +0.07% | |
| 20 | AXP | American Express Co | 股票-金融 | 1.55% | -0.14% | -0.09% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.52% | — | — | |
| 22 | SNAXX | Schwa Prime Adv Money Fd-ult | 股票-其他 | 1.45% | +0.76% | +88.94% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.41% | +0.86% | +116.57% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.37% | -1.02% | -40.94% | |
| 25 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.31% | — | — | |
| 26 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-其他 | 1.29% | — | -5.02% | |
| 27 | XSD | Ss Spdr S&p Semiconductor | ETF-其他 | 1.28% | +1.17% | +911.74% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.27% | — | -6.44% | |
| 29 | T | At&t INC | 股票-通信服务 | 1.22% | +0.64% | +60.36% | |
| 30 | T 1 07-31-28 | US Treasury N/b | 股票-通信服务 | 1.17% | +1.15% | +5144.00% | |
| 31 | B 0 06-11-26 | Treasury Bill | 股票-原材料 | 1.08% | +1.08% | NEW | |
| 32 | IAT | Ishares US Regional Banks Et | ETF-其他 | 1.01% | — | -3.71% | |
| 33 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 0.96% | — | +4.97% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -2.53% | -68.31% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.93% | -0.10% | -22.49% | |
| 36 | HON | Honeywell International INC | 股票-工业 | 0.90% | +0.39% | +37.46% | |
| 37 | QCOM | Qualcomm INC | 股票-科技 | 0.68% | -0.14% | -1.68% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.65% | — | — | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.63% | -0.13% | -10.79% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.61% | +0.55% | +771.41% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.12% | -14.55% | |
| 42 | RH | Rh | 股票-周期性消费 | 0.54% | — | -0.58% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.53% | — | -16.81% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.15% | -8.07% | |
| 45 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.52% | — | +7.20% | |
| 46 | HECA | Hedgeye Capital Allocat ETF | ETF-其他 | 0.52% | +0.27% | +81.31% | |
| 47 | B 0 04-02-26 | Treasury Bill | 股票-原材料 | 0.52% | +0.52% | NEW | |
| 48 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.46% | — | +14.33% | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.45% | — | -6.60% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.43% | +0.31% | +223.04% |
1–50 of 348
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 348 | US$2.2亿 | 42 | |
| 2025-12-31 | 368 | US$2.5亿 | 47 | |
| 2025-09-30 | 355 | US$2.4亿 | 52 | |
| 2025-06-30 | 365 | US$2.3亿 | 0 | |
| 2025-03-31 | 372 | US$2.1亿 | 100 | |
| 2024-12-31 | 389 | US$2.1亿 | 0 | |
| 2024-09-30 | 398 | US$2.1亿 | 0 | |
| 2024-06-30 | 390 | US$2.0亿 | 0 | |
| 2024-03-31 | 445 | US$2.0亿 | 0 | |
| 2023-12-31 | 5832 | US$1.7亿 | 0 | |
| 2022-12-31 | 87 | US$1.2亿 | 0 | |
| 2022-09-30 | 93 | US$1.2亿 | 0 | |
| 2022-06-30 | 99 | US$1.2亿 | 0 | |
| 2022-03-31 | 106 | US$1.7亿 | 0 | |
| 2021-12-31 | 110 | US$1.9亿 | 0 | |
| 2021-09-30 | 107 | US$1.7亿 | 0 | |
| 2021-06-30 | 106 | US$1.7亿 | 96 | |
| 2021-03-31 | 100 | US$1.6亿 | 20 | |
| 2020-12-31 | 92 | US$1.4亿 | 38 | |
| 2020-09-30 | 45 | US$9975.4万 | 66 | |
| 2020-06-30 | 61 | US$6979.3万 | 69 | |
| 2020-03-31 | 90 | US$8497.8万 | 36 | |
| 2019-12-31 | 98 | US$1.1亿 | 0 |
本季持股变动
Game Plan Financial Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Treasury Bill (B 0 02-12-26); 清仓: Treasury Bill (B 0 03-26-26); 清仓: Global X US Infrastructure (PAVE); 清仓: Ishares Core S&p Small-cap E (IJR); 新建仓: Treasury Bill (B 0 06-11-26).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1.9% | +107.21% | 加仓 |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1.8% | +7193.74% | 加仓 |
| 3 | SWVXX | Schwa Prime Adv Money Fd-inv | +1.3% | +16.37% | 加仓 |
| 4 | XSD | Ss Spdr S&p Semiconductor | +1.2% | +911.74% | 加仓 |
| 5 | T 1 07-31-28 | US Treasury N/b | +1.2% | +5144.00% | 加仓 |
| 6 | ETN | Eaton Corporation plc | +1.1% | +12.94% | 加仓 |
| 7 | COST | Costco Wholesale CORP | +0.9% | +61.79% | 加仓 |
| 8 | SMH | Vaneck Semiconductor ETF | +0.9% | +116.57% | 加仓 |
| 9 | SNAXX | Schwa Prime Adv Money Fd-ult | +0.8% | +88.94% | 加仓 |
| 10 | T | At&t INC | +0.6% | +60.36% | 加仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +13.21% | 加仓 |
| 12 | CSCO | Cisco Systems INC | +0.6% | +771.41% | 加仓 |
| 13 | SCHD | Schwab US Dvd Equity ETF | +0.4% | -0.89% | 减仓 |
| 14 | NVDA | Nvidia CORP | +0.4% | +2.42% | 加仓 |
| 15 | HON | Honeywell International INC | +0.4% | +37.46% | 加仓 |
| 16 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +223.04% | 加仓 |
| 17 | HECA | Hedgeye Capital Allocat ETF | +0.3% | +81.31% | 加仓 |
| 18 | AAPL | Apple INC | +0.3% | +0.19% | 加仓 |
| 19 | XLF | Ss Financial Select Sector | +0.1% | +1.60% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -0.61% | 减仓 |
| 21 | AMZN | Amazon.com INC | 0% | -0.78% | 减仓 |
| 22 | XLI | Ss Industrial Select Sector | -0.1% | -22.49% | 减仓 |
| 23 | GOOG | Alphabet Inc-cl C | -0.1% | -3.84% | 减仓 |
| 24 | V | Visa Inc-class A Shares | -0.1% | -14.55% | 减仓 |
| 25 | PLTR | Palantir Technologies Inc-a | -0.1% | -10.79% | 减仓 |
| 26 | AXP | American Express Co | -0.1% | -0.09% | 减仓 |
| 27 | QCOM | Qualcomm INC | -0.1% | -1.68% | 减仓 |
| 28 | ORCL | Oracle CORP | -0.2% | -8.07% | 减仓 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -13.70% | 减仓 |
| 30 | SCHV | Schwab US Large-cap Value | -0.6% | -21.58% | 减仓 |
| 31 | SCHX | Schwab US Large-cap ETF | -1% | -40.94% | 减仓 |
| 32 | PANW | Palo Alto Networks INC | -1.1% | -99.76% | 减仓 |
| 33 | HACK | Amplify Cybersecurity ETF | -1.3% | -83.96% | 减仓 |
| 34 | UPS | United Parcel Service-cl B | -1.4% | -99.97% | 减仓 |
| 35 | MSFT | Microsoft CORP | -2.5% | -68.31% | 减仓 |
| 36 | B 0 02-12-26 | Treasury Bill | — | EXIT | 清仓 |
| 37 | B 0 03-26-26 | Treasury Bill | — | EXIT | 清仓 |
| 38 | PAVE | Global X US Infrastructure | — | EXIT | 清仓 |
| 39 | IJR | Ishares Core S&p Small-cap E | — | EXIT | 清仓 |
| 40 | B 0 06-11-26 | Treasury Bill | — | NEW | 新建仓 |
| 41 | CRWD | Crowdstrike Holdings INC - A | — | EXIT | 清仓 |
| 42 | B 0 02-19-26 | Treasury Bill | — | EXIT | 清仓 |
| 43 | B 0 04-02-26 | Treasury Bill | — | NEW | 新建仓 |
| 44 | T 4.625 02-28-26 | US Treasury N/b | — | EXIT | 清仓 |
| 45 | B 0 01-15-26 | Treasury Bill | — | EXIT | 清仓 |
| 46 | B 0 01-29-26 | Treasury Bill | — | EXIT | 清仓 |
| 47 | DGX | Quest Diagnostics INC | — | EXIT | 清仓 |
| 48 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 清仓 |
| 49 | B 0 03-12-26 | Treasury Bill | — | EXIT | 清仓 |
| 50 | B 0 05-14-26 | Treasury Bill | — | NEW | 新建仓 |
FAQ
Game Plan Financial Advisors, LLC 是什么机构？属于哪种投资人类型？
Game Plan Financial Advisors, 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.2亿，分布在 348 个已申报仓位之中。
Game Plan Financial Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Game Plan Financial Advisors, LLC 按市值排列的前几大持股为：
1. Alphabet Inc-cl C (GOOG) — US$1486.9万 (6.7%)
2. Nvidia CORP (NVDA) — US$1306.4万 (5.9%)
3. Apple INC (AAPL) — US$1296.1万 (5.8%)
4. Schwa Prime Adv Money Fd-inv (SWVXX) — US$1230.4万 (5.5%)
5. Amazon.com INC (AMZN) — US$946.0万 (4.3%)
Game Plan Financial Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Game Plan Financial Advisors, LLC 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 18 个既有持股、减仓 17 个仓位，并完全清仓 12 个持股。 其中幅度最大的异动：清仓: Treasury Bill (B 0 02-12-26); 清仓: Treasury Bill (B 0 03-26-26); 清仓: Global X US Infrastructure (PAVE); 清仓: Ishares Core S&p Small-cap E (IJR); 新建仓: Treasury Bill (B 0 06-11-26)
Game Plan Financial Advisors, 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，Game Plan Financial Advisors, LLC 的主要板块分布如下：
• Information Technology: 35.8%
• Financials: 25.3%
• Communication Services: 19.1%
• Consumer Discretionary: 10.5%
• Consumer Staples: 5.3%
• Industrials: 2.5%