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Whitcomb & Hess, Inc.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$4.6亿

申报季度: 2026-06-30 · 持股只数: 66

Whitcomb & Hess, Inc.在最新一期 13F 报告中披露了 66 项持股，申报期为 2026-06-30，总持股市值约为 US$4.6亿，季度换手率为 10.6%。

机构性格雪花图

集中度
25.8
持仓稳定性
10.6
动能／逆势
100
行业集中度
60.52
多样化
100
仓位均衡度
81.82

近期动向

  • 加仓 SPYG

    +2.3%　US$838.1万

  • 减仓 GDX

    +1.6%　-US$232.1万

  • 减仓 BOXX

    -2.7%　-US$65.8万

  • 加仓 IJR

    +1.8%　US$466.4万

  • 减仓 XLE

    +1.7%　-US$160.8万

  • 加仓 VEA

    +1.7%　US$651.0万

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
1SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长13.02%+0.30%+2.87%
2VEAVanguard Ftse Developed ETFETF-其他12.19%+0.55%+1.66%
3SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长9.27%+1.22%+2.26%
4BOXXAlpha Architect 1-3 Mnth BoxETF-其他6.91%-0.70%-2.69%
5IJRIshares Core S&p Small-cap EETF-中小型股5.70%+0.64%+1.83%
6IJHIshares Core S&p Midcap ETFETF-其他5.62%+0.42%+2.35%
7VWOVanguard Ftse Emerging MarkeETF-新兴市场4.75%+0.18%+1.79%
8VMBSVanguard Mortgage-backed SecETF-其他4.25%-0.21%+3.40%
9FLRNSs Spdr Bb Ig Float Rt ETFETF-其他3.51%-0.18%+2.53%
10VGSHVanguard Short-term TreasuryETF-政府公债3.45%-0.19%+3.05%
11PGHYInvesco Global Ex US High YiETF-其他3.14%-0.10%+3.04%
12LITGlobal X Lithium & Battery TETF-其他3.00%-0.11%-1.03%
13EWPIshares Msci Spain ETFETF-其他2.84%+0.09%+2.03%
14XLESs Energy Select SectorETF-其他2.59%-0.58%+1.68%
15GDXVaneck Gold Miners ETFETF-避险与商品2.54%-0.74%+1.58%
16ECHIshares Msci Chile ETFETF-其他2.52%-0.16%+1.89%
17EMLCVaneck JPM Em Local Curr BndETF-其他2.35%-0.08%+2.73%
18EWMIshares Msci Malaysia ETFETF-其他2.24%-0.21%+4.07%
19EWZIshares Msci Brazil ETFETF-其他2.14%-0.37%+2.51%
20SCHFSchwab Intl Equity ETFETF-其他0.68%+0.02%-0.13%
21IVWIshares S&p 500 Growth ETFETF-大型股与成长0.56%+0.07%+1.22%
22VGITVanguard Intermediate-term TETF-其他0.55%—+0.85%
23LQDALiquidia CORP股票-其他0.50%+0.24%-3.90%
24ITOTIshares Core S&p Total U.s.ETF-其他0.46%+0.04%+3.91%
25SHYIshares 1-3 Year Treasury BoETF-政府公债0.43%—+0.44%
26SPSBSs Spdr P St C CORP ETFETF-其他0.39%—-0.03%
27FLBRFranklin Ftse Brazil ETFETF-其他0.38%-0.08%-0.13%
28IVEIshares S&p 500 Value ETFETF-大型股与成长0.35%—+1.61%
29HYEMVaneck Emrg Mkts Hi YldETF-其他0.33%—-0.92%
30SCHESchwab Emrg Mrkts Eqty ETFETF-其他0.25%—-0.16%
31AAPLApple INC股票-科技0.23%+0.01%+0.05%
32AKREAkre Focus ETFETF-其他0.19%-0.03%-7.35%
33SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.16%+0.01%-0.20%
34HYLBXtrackers Usd High Yield CorETF-非投资级债0.16%—+1.95%
35NVTnVent Electric plc股票-工业0.15%+0.03%—
36MSFTMicrosoft CORP股票-科技0.15%—+0.22%
37VTIVanguard Total Stock Mkt ETFETF-其他0.14%——
38LEMBIshares Jp Morgan Em Local CETF-其他0.14%-0.01%—
39VXUSVanguard Total Intl StockETF-其他0.14%+0.01%—
40VIOOVanguard S&p Small-cap 600 EETF-其他0.12%+0.01%—
41ABBVAbbvie INC股票-医疗保健0.10%—-0.26%
42GRCGorman-rupp Co股票-其他0.09%+0.03%+0.02%
43BNDVanguard Total Bond MarketETF-其他0.08%——
44REMXVaneck Rar Earth Nd Stg-usdiETF-其他0.08%-0.02%-13.27%
45GVALCambria Global Value ETFETF-其他0.08%—-3.84%
46QQQInvesco Qqq Trust Series 1ETF-科技型0.08%+0.01%+0.20%
47AIRGAirgain INC股票-其他0.08%+0.03%+36.04%
48PNRPentair plc股票-工业0.07%-0.02%—
49JPMJpmorgan Chase & Co股票-金融0.07%+0.01%+0.43%
50DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.06%—-11.56%
1–50 of 66

本季持股变动

Whitcomb & Hess, Inc. 在 2026-06-30 最显著的持仓异动： 新建仓: Philip Morris International (PM); 新建仓: Vanguard Growth ETF (VUG); 清仓: Exxon Mobil CORP (XOM); 新建仓: Alphabet Inc-cl A (GOOGL); 清仓: Palantir Technologies Inc-a (PLTR).

Whitcomb & Hess, Inc. 于截至 2026-06-30 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
1SPYGSs Spdr P S&p 500 Growth ETF+1.2%+2.26%加仓
2IJRIshares Core S&p Small-cap E+0.6%+1.83%加仓
3VEAVanguard Ftse Developed ETF+0.6%+1.66%加仓
4IJHIshares Core S&p Midcap ETF+0.4%+2.35%加仓
5SPYVSs Spdr P S&p 500 Value ETF+0.3%+2.87%加仓
6LQDALiquidia CORP+0.2%-3.90%减仓
7VWOVanguard Ftse Emerging Marke+0.2%+1.79%加仓
8EWPIshares Msci Spain ETF+0.1%+2.03%加仓
9IVWIshares S&p 500 Growth ETF+0.1%+1.22%加仓
10PMPhilip Morris International+0.1%NEW新建仓
11VUGVanguard Growth ETF+0.1%NEW新建仓
12ITOTIshares Core S&p Total U.s.0%+3.91%加仓
13GOOGLAlphabet Inc-cl A0%NEW新建仓
14NVTnVent Electric plc0%—不变
15GRCGorman-rupp Co0%+0.02%加仓
16AIRGAirgain INC0%+36.04%加仓
17SCHFSchwab Intl Equity ETF0%-0.13%减仓
18AAPLApple INC0%+0.05%加仓
19SPYSs Spdr S&p 500 ETF Trust-us0%-0.20%减仓
20VIOOVanguard S&p Small-cap 600 E0%—不变
21QQQInvesco Qqq Trust Series 10%+0.20%加仓
22VXUSVanguard Total Intl Stock0%—不变
23ANGXAngel Studios INC0%NEW新建仓
24JPMJpmorgan Chase & Co0%+0.43%加仓
25IVEIshares S&p 500 Value ETF—+1.61%加仓
26SCHESchwab Emrg Mrkts Eqty ETF—-0.16%减仓
27VTIVanguard Total Stock Mkt ETF——不变
28ABBVAbbvie INC—-0.26%减仓
29IBMIntl Business Machines CORP——不变
30LEMBIshares Jp Morgan Em Local C0%—不变
31TBLLInvesco Short Term Treasury0%-27.24%减仓
32CVXChevron CORP0%+0.86%加仓
33REMXVaneck Rar Earth Nd Stg-usdi0%-13.27%减仓
34PNRPentair plc0%—不变
35AKREAkre Focus ETF0%-7.35%减仓
36XOMExxon Mobil CORP-0.1%EXIT清仓
37PLTRPalantir Technologies Inc-a-0.1%EXIT清仓
38EMLCVaneck JPM Em Local Curr Bnd-0.1%+2.73%加仓
39FLBRFranklin Ftse Brazil ETF-0.1%-0.13%减仓
40PGHYInvesco Global Ex US High Yi-0.1%+3.04%加仓
41LITGlobal X Lithium & Battery T-0.1%-1.03%减仓
42ECHIshares Msci Chile ETF-0.2%+1.89%加仓
43FLRNSs Spdr Bb Ig Float Rt ETF-0.2%+2.53%加仓
44VGSHVanguard Short-term Treasury-0.2%+3.05%加仓
45VMBSVanguard Mortgage-backed Sec-0.2%+3.40%加仓
46EWMIshares Msci Malaysia ETF-0.2%+4.07%加仓
47EWZIshares Msci Brazil ETF-0.4%+2.51%加仓
48XLESs Energy Select Sector-0.6%+1.68%加仓
49BOXXAlpha Architect 1-3 Mnth Box-0.7%-2.69%减仓
50GDXVaneck Gold Miners ETF-0.7%+1.58%加仓

FAQ

Whitcomb & Hess, Inc. 是什么机构？属于哪种投资人类型？
Whitcomb & Hess, Inc. 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（2026-06-30），该机构追踪的股票投资组合估值约为 US$4.6亿，分布在 66 个已申报仓位之中。
Whitcomb & Hess, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Whitcomb & Hess, Inc. 按市值排列的前几大持股为： 1. Ss Spdr P S&p 500 Value ETF (SPYV) — US$6028.3万 (13.0%) 2. Vanguard Ftse Developed ETF (VEA) — US$5643.9万 (12.2%) 3. Ss Spdr P S&p 500 Growth ETF (SPYG) — US$4289.9万 (9.3%) 4. Alpha Architect 1-3 Mnth Box (BOXX) — US$3197.1万 (6.9%) 5. Ishares Core S&p Small-cap E (IJR) — US$2636.9万 (5.7%)
Whitcomb & Hess, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Whitcomb & Hess, Inc. 共进行了 43 项显著调整：新建仓 4 个仓位、加仓 26 个既有持股、减仓 11 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Philip Morris International (PM); 新建仓: Vanguard Growth ETF (VUG); 清仓: Exxon Mobil CORP (XOM); 新建仓: Alphabet Inc-cl A (GOOGL); 清仓: Palantir Technologies Inc-a (PLTR)
Whitcomb & Hess, Inc. 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，Whitcomb & Hess, Inc. 的主要板块分布如下： • Information Technology: 35.1% • Industrials: 18.1% • Health Care: 17.4% • Consumer Staples: 7.7% • Consumer Discretionary: 5.5% • Financials: 5.4%