SC

Soundwatch Capital LLC

集中型投资策略行业集中型趋势追踪型

申报总市值

US$7.9亿

申报季度: 2026-03-31 · 持股只数: 47

Soundwatch Capital LLC在最新一期 13F 报告中披露了 47 项持股，申报期为 2026-03-31，总持股市值约为 US$7.9亿，季度换手率为 25.9%。

机构性格雪花图

集中度
100
持仓稳定性
25.9
动能／逆势
100
行业集中度
100
多样化
94
仓位均衡度
57.33

近期动向

  • 加仓 IVV

    +87.3%　US$1.6亿

  • 减仓 SPY

    +1.4%　-US$1192.7万

  • 减仓 AAPL

    0.0%　-US$109.2万

  • 减仓 VOO

    -0.7%　-US$76.5万

  • 加仓 NVDA

    +644.5%　US$346.4万

  • 减仓 VV

    +0.6%　-US$35.2万

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
1IVVIshares Core S&p 500 ETFETF-大型股与成长44.78%+13.93%+87.29%
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长44.61%-12.12%+1.44%
3AAPLApple INC股票-科技1.93%-0.62%—
4VOOVanguard S&p 500 ETFETF-大型股与成长1.70%-0.51%-0.70%
5VVVanguard Large-cap ETFETF-其他0.95%-0.27%+0.62%
6AAUSAlpha Architect US Eqy ETFETF-其他0.66%-0.20%-0.80%
7QQQInvesco Qqq Trust Series 1ETF-科技型0.57%-0.16%+1.13%
8ESGVVanguard Esg US Stock ETFETF-其他0.55%-0.17%+1.27%
9SHDGSoundwatch Hedged Equity ETFETF-其他0.51%+0.20%+116.74%
10NVDANvidia CORP股票-科技0.51%+0.42%+644.54%
11AAEQAlpha Architct US Eqty 2 ETFETF-其他0.49%+0.21%+125.16%
12RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.33%——
13MOATVaneck Morningstar Wide MoatETF-其他0.16%-0.03%+14.87%
14IWBIshares Russell 1000 ETFETF-其他0.14%-0.04%—
15GSGoldman Sachs Group INC股票-金融0.13%-0.04%—
16QUALIshares Msci USA Quality FacETF-其他0.13%-0.01%+16.50%
17JEPIJpmorgan Equity Premium IncoETF-其他0.12%+0.12%NEW
18SCHDSchwab US Dvd Equity ETFETF-其他0.12%-0.04%-17.07%
19ITOTIshares Core S&p Total U.s.ETF-其他0.12%-0.03%—
20DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.11%-0.03%—
21MSFTMicrosoft CORP股票-科技0.11%-0.10%-17.98%
22OEFIshares S&p 100 ETFETF-其他0.10%-0.04%—
23SCHGSchwab US Large-cap GrowthETF-其他0.09%-0.04%+0.63%
24AMATApplied Materials INC股票-科技0.07%——
25HELOJpmorgan Hedged Equity ETFETF-其他0.07%+0.07%NEW
26VGTVanguard Info Tech ETFETF-科技型0.07%-0.05%-22.83%
27AMZNAmazon.com INC股票-周期性消费0.07%-0.02%—
28JEPQJPM Nasdaq Equity PremiumETF-科技型0.06%+0.06%NEW
29DGROIshares Core Dividend GrowthETF-其他0.06%-0.01%+16.51%
30UNHUnitedhealth Group INC股票-医疗保健0.06%-0.02%-0.97%
31CSMProshares Large Cap Core PluETF-大型股与成长0.05%-0.02%—
32COWZPacer US Cash Cows 100 ETFETF-其他0.05%-0.02%-22.60%
33GPIXGldm SA S&p 500 Pr In Etf-usETF-大型股与成长0.04%+0.04%NEW
34PRFInvesco Rafi US 1000 ETFETF-其他0.04%——
35TXNTexas Instruments INC股票-科技0.04%——
36COSTCostco Wholesale CORP股票-非周期性消费0.04%-0.01%-7.89%
37SMOTVaneck Morningstar Smid MoatETF-其他0.03%—+1.10%
38QQQMInvesco Nasdaq 100 ETFETF-科技型0.03%—+43.76%
39IJRIshares Core S&p Small-cap EETF-中小型股0.03%-0.01%-1.21%
40IYWIshares Ustechnology ETFETF-科技型0.03%-0.03%-25.83%
41GLDMSpdr Gold Minishares TrustETF-避险与商品0.03%-0.01%—
42XLVSs Health Care Select SectorETF-其他0.03%-0.03%-29.69%
43VCRVanguard Consumer Discre ETFETF-其他0.03%-0.03%-27.99%
44VUGVanguard Growth ETFETF-其他0.03%-0.03%-37.68%
45BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债0.03%—-0.24%
46IETCIshares U.s. Tech IndependenETF-科技型0.03%+0.03%NEW
47AMGNAmgen INC股票-医疗保健0.03%+0.03%NEW

本季持股变动

Soundwatch Capital LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Jpmorgan Equity Premium Inco (JEPI); 新建仓: Jpmorgan Hedged Equity ETF (HELO); 新建仓: JPM Nasdaq Equity Premium (JEPQ); 清仓: Ss Financial Select Sector (XLF); 新建仓: Gldm SA S&p 500 Pr In Etf-us (GPIX).

Soundwatch Capital LLC 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
1IVVIshares Core S&p 500 ETF+13.9%+87.29%加仓
2NVDANvidia CORP+0.4%+644.54%加仓
3AAEQAlpha Architct US Eqty 2 ETF+0.2%+125.16%加仓
4SHDGSoundwatch Hedged Equity ETF+0.2%+116.74%加仓
5AMATApplied Materials INC——不变
6QQQMInvesco Nasdaq 100 ETF—+43.76%加仓
7TXNTexas Instruments INC——不变
8QUALIshares Msci USA Quality Fac0%+16.50%加仓
9DGROIshares Core Dividend Growth0%+16.51%加仓
10GLDMSpdr Gold Minishares Trust0%—不变
11COSTCostco Wholesale CORP0%-7.89%减仓
12IJRIshares Core S&p Small-cap E0%-1.21%减仓
13UNHUnitedhealth Group INC0%-0.97%减仓
14COWZPacer US Cash Cows 100 ETF0%-22.60%减仓
15AMZNAmazon.com INC0%—不变
16CSMProshares Large Cap Core Plu0%—不变
17VUGVanguard Growth ETF0%-37.68%减仓
18VCRVanguard Consumer Discre ETF0%-27.99%减仓
19XLVSs Health Care Select Sector0%-29.69%减仓
20IYWIshares Ustechnology ETF0%-25.83%减仓
21MOATVaneck Morningstar Wide Moat0%+14.87%加仓
22ITOTIshares Core S&p Total U.s.0%—不变
23DIASs Spdr Dow Jones Indus Avg0%—不变
24SCHGSchwab US Large-cap Growth0%+0.63%加仓
25SCHDSchwab US Dvd Equity ETF0%-17.07%减仓
26OEFIshares S&p 100 ETF0%—不变
27IWBIshares Russell 1000 ETF0%—不变
28GSGoldman Sachs Group INC0%—不变
29VGTVanguard Info Tech ETF-0.1%-22.83%减仓
30MSFTMicrosoft CORP-0.1%-17.98%减仓
31QQQInvesco Qqq Trust Series 1-0.2%+1.13%加仓
32ESGVVanguard Esg US Stock ETF-0.2%+1.27%加仓
33AAUSAlpha Architect US Eqy ETF-0.2%-0.80%减仓
34VVVanguard Large-cap ETF-0.3%+0.62%加仓
35VOOVanguard S&p 500 ETF-0.5%-0.70%减仓
36AAPLApple INC-0.6%—不变
37SPYSs Spdr S&p 500 ETF Trust-us-12.1%+1.44%加仓
38JEPIJpmorgan Equity Premium Inco—NEW新建仓
39HELOJpmorgan Hedged Equity ETF—NEW新建仓
40JEPQJPM Nasdaq Equity Premium—NEW新建仓
41XLFSs Financial Select Sector—EXIT清仓
42GPIXGldm SA S&p 500 Pr In Etf-us—NEW新建仓
43SMHVaneck Semiconductor ETF—EXIT清仓
44VBVanguard Small-cap ETF—EXIT清仓
45XLISs Industrial Select Sector—EXIT清仓
46XLCSs Comm Select Sector Spdr—EXIT清仓
47FTECFidelity Msci Info Tech Indx—EXIT清仓
48RUNNRunning Oak Efficient Gr ETF—EXIT清仓
49IETCIshares U.s. Tech Independen—NEW新建仓
50AMGNAmgen INC—NEW新建仓

FAQ

Soundwatch Capital LLC 是什么机构？属于哪种投资人类型？
Soundwatch Capital 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$7.9亿，分布在 47 个已申报仓位之中。
Soundwatch Capital LLC 目前前几大持股有哪些？
根据最新 13F 申报，Soundwatch Capital LLC 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$3.6亿 (44.8%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$3.5亿 (44.6%) 3. Apple INC (AAPL) — US$1533.3万 (1.9%) 4. Vanguard S&p 500 ETF (VOO) — US$1346.1万 (1.7%) 5. Vanguard Large-cap ETF (VV) — US$752.4万 (0.9%)
Soundwatch Capital LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Soundwatch Capital LLC 共进行了 39 项显著调整：新建仓 6 个仓位、加仓 13 个既有持股、减仓 13 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Jpmorgan Equity Premium Inco (JEPI); 新建仓: Jpmorgan Hedged Equity ETF (HELO); 新建仓: JPM Nasdaq Equity Premium (JEPQ); 清仓: Ss Financial Select Sector (XLF); 新建仓: Gldm SA S&p 500 Pr In Etf-us (GPIX)
Soundwatch Capital 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，Soundwatch Capital LLC 的主要板块分布如下： • Information Technology: 89.2% • Financials: 4.5% • Health Care: 2.8% • Consumer Discretionary: 2.3% • Consumer Staples: 1.3%