RC

Resonant Capital Advisors, LLC

分散型投資策略趨勢追蹤型

申報總市值

US$19.0億

申報季度: 2026-03-31 · 持股檔數: 495

Resonant Capital Advisors, LLC在最新一期 13F 報告中揭露了 495 項持股，申報期為 2026-03-31，總持股市值約為 US$19.0億，季度換手率為 22.0%。

機構性格雪花圖

集中度
8.59
持倉穩定性
22.02
動能／逆勢
100
產業集中度
53.65
多樣化
100
倉位均衡度
68.93

近期動向

  • 減碼 SGOV

    -44.5%　-US$2251.1萬

  • 減碼 XLE

    -84.2%　-US$1445.0萬

  • 加碼 MEAR

    +21.4%　US$1480.2萬

  • 減碼 ICSH

    -44.4%　-US$1021.5萬

  • 加碼 JMST

    +20.1%　US$1457.9萬

  • 減碼 VCSH

    -10.8%　-US$781.8萬

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
1IVVIshares Core S&p 500 ETFETF-大型股與成長8.31%+0.45%+15.95%
2JMSTJPM Ultra-short Muni IncomeETF-其他4.60%+0.58%+20.06%
3MEARIshrs Short Mat Muni Act ETFETF-其他4.41%+0.61%+21.37%
4SCHRSchwab Intermediate-term USETF-其他3.93%-0.02%+4.68%
5DSTLDistillate US Fundamental StETF-其他3.53%+0.15%+11.00%
6VCSHVanguard S/t CORP Bond ETFETF-投資等級公司債3.20%-0.58%-10.84%
7IJHIshares Core S&p Midcap ETFETF-其他2.75%-0.05%+0.54%
8GARPIshares Msci USA Quality GarETF-其他2.64%+2.64%NEW
9FNDXSchwab Fndmntl US Lrg Co ETFETF-其他2.14%+0.09%+7.12%
10IEFAIshares Core Msci Eafe ETFETF-其他1.93%-0.30%-10.26%
11VTEBVanguard Tax-exempt Bond ETFETF-其他1.84%—+0.29%
12FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他1.65%-0.21%-14.25%
13VIGVanguard Dividend Apprec ETFETF-其他1.51%-0.01%+6.62%
14SGOVIshares 0-3 Month Treasury BETF-政府公債1.49%-1.30%-44.47%
15IJRIshares Core S&p Small-cap EETF-中小型股1.48%-0.33%-17.29%
16AAPLApple INC股票-科技1.46%—+10.01%
17SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.45%-0.14%+0.47%
18FNDASchwab Fndmntl US Sm Co ETFETF-其他1.31%-0.28%-16.19%
19JPIEJpmorgan Income ETFETF-其他1.31%+1.31%NEW
20COMBGraniteshares Bcom Broad StrETF-其他1.28%+0.41%+23.75%
21NVDANvidia CORP股票-科技1.27%+0.14%+26.71%
22VIGIVanguard Int Div App Indx FdETF-其他1.26%-0.25%-9.74%
23MUBIshares National Muni Bond EETF-其他1.16%+0.03%+8.46%
24IEMGIshares Core Msci EmergingETF-新興市場1.15%-0.18%-12.56%
25RWKInvesco S&p Midcap 400 RevETF-其他1.15%+0.01%+4.03%
26FNDESchwab Fndmntl Em Mrk Eq ETFETF-其他1.12%-0.15%-12.92%
27JSMDJanus Small Mid Cap Gr AlpETF-其他1.06%—+4.83%
28MSFTMicrosoft CORP股票-科技0.93%-0.30%+2.99%
29IAUIshares Gold TrustETF-避險與商品0.85%-0.28%-27.11%
30GOOGLAlphabet Inc-cl A股票-通訊服務0.73%—+13.94%
31JPSTJpmorgan Ultra-short IncomeETF-其他0.73%-0.56%-40.76%
32GOOGAlphabet Inc-cl C股票-通訊服務0.72%—+1.93%
33AMZNAmazon.com INC股票-循環性消費0.72%—+9.92%
34DFNMDimensional National Muni BdETF-其他0.68%—-5.52%
35VOOVanguard S&p 500 ETFETF-大型股與成長0.68%—-2.48%
36ICSHIshares Ultra Short DurationETF-其他0.67%-0.60%-44.35%
37INMUIshares Intermediate Muni InETF-其他0.64%+0.64%NEW
38BRK-BBerkshire Hathaway Inc-cl B股票-其他0.62%—+4.41%
39DSMCDistillate S/m Cash Flow ETFETF-其他0.58%-0.10%-15.18%
40AVGOBroadcom INC股票-科技0.58%—+4.83%
41JPMJpmorgan Chase & Co股票-金融0.56%—+2.64%
42XOMExxon Mobil CORP股票-能源0.55%+0.16%+2.77%
43HGERHarbor Commodity All WeatherETF-避險與商品0.53%+0.53%NEW
44CVXChevron CORP股票-能源0.46%+0.12%+4.54%
45METAMeta Platforms Inc-class A股票-通訊服務0.45%—+19.29%
46RWLInvesco S&p 500 Revenue ETFETF-大型股與成長0.44%—+2.64%
47VTIVanguard Total Stock Mkt ETFETF-其他0.43%—-0.25%
48PRFInvesco Rafi US 1000 ETFETF-其他0.42%—+2.45%
49PKWInvesco Buyback Achievers EtETF-其他0.42%—+2.34%
50IDEVIshares Core Msci Dev MktsETF-其他0.41%—-8.18%
1–50 of 495

本季持股變動

Resonant Capital Advisors, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Msci USA Quality Gar (GARP); 新建倉: Jpmorgan Income ETF (JPIE); 新建倉: Ishares Intermediate Muni In (INMU); 新建倉: Harbor Commodity All Weather (HGER); 新建倉: Ishares 7-10 Year Treasury B (IEF).

Resonant Capital Advisors, 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
1MEARIshrs Short Mat Muni Act ETF+0.6%+21.37%加碼
2JMSTJPM Ultra-short Muni Income+0.6%+20.06%加碼
3IVVIshares Core S&p 500 ETF+0.5%+15.95%加碼
4COMBGraniteshares Bcom Broad Str+0.4%+23.75%加碼
5XOMExxon Mobil CORP+0.2%+2.77%加碼
6DSTLDistillate US Fundamental St+0.2%+11.00%加碼
7NVDANvidia CORP+0.1%+26.71%加碼
8CVXChevron CORP+0.1%+4.54%加碼
9MRKMerck & Co. INC.+0.1%+129.88%加碼
10FNDXSchwab Fndmntl US Lrg Co ETF+0.1%+7.12%加碼
11MPCMarathon Petroleum CORP+0.1%+0.86%加碼
12UNHUnitedhealth Group INC+0.1%+162.49%加碼
13EOGEog Resources INC+0.1%+5.90%加碼
14COSTCostco Wholesale CORP+0.1%+12.28%加碼
15MUBIshares National Muni Bond E0%+8.46%加碼
16RWKInvesco S&p Midcap 400 Rev0%+4.03%加碼
17VIGVanguard Dividend Apprec ETF0%+6.62%加碼
18SCHRSchwab Intermediate-term US0%+4.68%加碼
19IJHIshares Core S&p Midcap ETF-0.1%+0.54%加碼
20SPSMSs Spdr P S&p 600 Small Cap-0.1%-21.77%減碼
21USBUS Bancorp-0.1%-35.28%減碼
22QCOMQualcomm INC-0.1%-0.54%減碼
23ORCLOracle CORP-0.1%-22.57%減碼
24PFEPfizer INC-0.1%-55.91%減碼
25DSMCDistillate S/m Cash Flow ETF-0.1%-15.18%減碼
26JNJJohnson & Johnson-0.1%-40.97%減碼
27DHRDanaher CORP-0.1%-57.29%減碼
28SPYSs Spdr S&p 500 ETF Trust-us-0.1%+0.47%加碼
29FNDESchwab Fndmntl Em Mrk Eq ETF-0.2%-12.92%減碼
30IEMGIshares Core Msci Emerging-0.2%-12.56%減碼
31FNDFSchwab Fndmn Intl Lrg Co ETF-0.2%-14.25%減碼
32VIGIVanguard Int Div App Indx Fd-0.3%-9.74%減碼
33IAUIshares Gold Trust-0.3%-27.11%減碼
34FNDASchwab Fndmntl US Sm Co ETF-0.3%-16.19%減碼
35MSFTMicrosoft CORP-0.3%+2.99%加碼
36IEFAIshares Core Msci Eafe ETF-0.3%-10.26%減碼
37IJRIshares Core S&p Small-cap E-0.3%-17.29%減碼
38JEPIJpmorgan Equity Premium Inco-0.4%-71.51%減碼
39SCHOSchwab Short-term US Treas-0.6%-60.53%減碼
40JPSTJpmorgan Ultra-short Income-0.6%-40.76%減碼
41VCSHVanguard S/t CORP Bond ETF-0.6%-10.84%減碼
42ICSHIshares Ultra Short Duration-0.6%-44.35%減碼
43XLESs Energy Select Sector-0.8%-84.19%減碼
44SGOVIshares 0-3 Month Treasury B-1.3%-44.47%減碼
45GARPIshares Msci USA Quality Gar—NEW新建倉
46JPIEJpmorgan Income ETF—NEW新建倉
47INMUIshares Intermediate Muni In—NEW新建倉
48HGERHarbor Commodity All Weather—NEW新建倉
49IEFIshares 7-10 Year Treasury B—NEW新建倉
50LULULululemon Athletica INC—NEW新建倉

FAQ

Resonant Capital Advisors, LLC 是什麼機構？屬於哪種投資人類型？
Resonant Capital Advisors, 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$19.0億，分佈在 495 個已申報部位之中。
Resonant Capital Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Resonant Capital Advisors, LLC 按市值排列的前幾大持股為： 1. Ishares Core S&p 500 ETF (IVV) — US$1.6億 (8.3%) 2. JPM Ultra-short Muni Income (JMST) — US$8764.7萬 (4.6%) 3. Ishrs Short Mat Muni Act ETF (MEAR) — US$8390.2萬 (4.4%) 4. Schwab Intermediate-term US (SCHR) — US$7477.4萬 (3.9%) 5. Distillate US Fundamental St (DSTL) — US$6715.3萬 (3.5%)
Resonant Capital Advisors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Resonant Capital Advisors, LLC 共進行了 50 項顯著調整：新建倉 6 個部位、加碼 21 個既有持股、減碼 23 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Ishares Msci USA Quality Gar (GARP); 新建倉: Jpmorgan Income ETF (JPIE); 新建倉: Ishares Intermediate Muni In (INMU); 新建倉: Harbor Commodity All Weather (HGER); 新建倉: Ishares 7-10 Year Treasury B (IEF)
Resonant Capital Advisors, 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，Resonant Capital Advisors, LLC 的主要板塊分佈如下： • Information Technology: 31.9% • Financials: 15.6% • Health Care: 13.4% • Communication Services: 12.0% • Consumer Discretionary: 10.5% • Energy: 6.8%