SF

Sandbox Financial Partners, LLC

分散型投资策略行业集中型趋势追踪型

申报总市值

US$3.6亿

申报季度: 2026-03-31 · 持股只数: 117

Sandbox Financial Partners, LLC在最新一期 13F 报告中披露了 117 项持股，申报期为 2026-03-31，总持股市值约为 US$3.6亿，季度换手率为 14.7%。

机构性格雪花图

集中度
16.19
持仓稳定性
14.74
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
80.59

近期动向

  • 加仓 ACWX

    +90.0%　US$741.9万

  • 减仓 MSFT

    -3.3%　-US$501.2万

  • 减仓 SNOW

    -0.0%　-US$446.7万

  • 减仓 AAPL

    -3.6%　-US$380.4万

  • 减仓 VUG

    +4.8%　-US$259.3万

  • 加仓 VTV

    +8.9%　US$158.9万

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
1VUGVanguard Growth ETFETF-其他11.10%-0.54%+4.81%
2AAPLApple INC股票-科技9.66%-0.90%-3.56%
3SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长5.08%+0.26%+8.67%
4ACWXIshares Msci Acwi Ex US ETFETF-其他4.31%+2.12%+89.98%
5VTVVanguard Value ETFETF-其他4.21%+0.51%+8.91%
6AMZNAmazon.com INC股票-周期性消费4.12%-0.34%+0.83%
7MSFTMicrosoft CORP股票-科技4.02%-1.32%-3.28%
8IJHIshares Core S&p Midcap ETFETF-其他3.39%+0.38%+8.17%
9JEPIJpmorgan Equity Premium IncoETF-其他3.16%—+0.27%
10JPSTJpmorgan Ultra-short IncomeETF-其他2.87%+0.24%+7.71%
11SNOWSnowflake INC股票-科技2.76%-1.19%-0.05%
12VIGVanguard Dividend Apprec ETFETF-其他2.74%-0.11%-3.21%
13QQQInvesco Qqq Trust Series 1ETF-科技型2.63%—+5.86%
14NVDANvidia CORP股票-科技2.57%-0.15%-0.28%
15JEPQJPM Nasdaq Equity PremiumETF-科技型2.28%—+4.12%
16OEFIshares S&p 100 ETFETF-其他2.07%—+9.61%
17IJRIshares Core S&p Small-cap EETF-中小型股1.73%+0.29%+14.35%
18GLDSpdr Gold SharesETF-避险与商品1.48%+0.29%+12.38%
19XLFSs Financial Select SectorETF-其他1.44%—+6.78%
20IEFIshares 7-10 Year Treasury BETF-政府公债1.31%+0.21%+17.80%
21GOOGLAlphabet Inc-cl A股票-通信服务1.29%-0.09%-0.11%
22XOMExxon Mobil CORP股票-能源1.28%+0.39%+0.06%
23METAMeta Platforms Inc-class A股票-通信服务1.08%-0.14%+0.09%
24GOOGAlphabet Inc-cl C股票-通信服务1.05%+0.15%+25.03%
25COWZPacer US Cash Cows 100 ETFETF-其他1.02%+0.18%+14.70%
26AVGOBroadcom INC股票-科技0.99%-0.11%-0.93%
27CVLCCalvert US L-c Cr Resp IndexETF-大型股与成长0.99%-0.06%-1.80%
28FEZState Street Spdr Euro StoxxETF-其他0.92%+0.09%+13.21%
29JMSTJPM Ultra-short Muni IncomeETF-其他0.88%—+4.32%
30TPLTexas Pacific Land CORP股票-能源0.83%+0.30%-7.23%
31CIBRFirst Trust Nasdaq CybersecuETF-科技型0.78%-0.20%-10.74%
32LLYEli Lilly & Co股票-医疗保健0.69%-0.10%+0.90%
33VOOVanguard S&p 500 ETFETF-大型股与成长0.65%—+0.13%
34IBMIntl Business Machines CORP股票-科技0.59%-0.15%-3.74%
35BRK-BBerkshire Hathaway Inc-cl B股票-其他0.53%—-1.32%
36JPMJpmorgan Chase & Co股票-金融0.48%-0.06%-4.79%
37VVisa Inc-class A Shares股票-金融0.46%-0.07%-1.56%
38GEVGE Vernova INC股票-工业0.46%+0.14%+4.91%
39IVWIshares S&p 500 Growth ETFETF-大型股与成长0.43%—+0.94%
40NEENextera Energy INC股票-公用事业0.40%—+1.91%
41GRNYFundstr Gran Sh US Lrg CapETF-其他0.37%—+16.57%
42EUSBIshr Esg Advn Universal Bd-$ETF-其他0.34%+0.08%+27.39%
43GEGeneral Electric股票-工业0.34%—+0.07%
44TSLATesla INC股票-周期性消费0.34%—+6.79%
45CVXChevron CORP股票-能源0.32%+0.09%+0.89%
46USXFIshares Esg Advance Msci USAETF-其他0.31%—-5.36%
47IVVIshares Core S&p 500 ETFETF-大型股与成长0.31%—-1.41%
48NULGNuveen Esg Lrg-cap Grw ETFETF-其他0.30%—-4.40%
49BXBlackstone INC股票-金融0.29%-0.20%-21.87%
50CVMCCalvert US Mcap Core RespETF-其他0.27%+0.15%+134.32%
1–50 of 117

本季持股变动

Sandbox Financial Partners, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: First Trust Rba American Ind (AIRR); 新建仓: Oncolytics Biotech INC (ONC); 清仓: Ishares Esg Aware US Aggrega (EAGG); 清仓: Docusign INC (DOCU); 清仓: Uber Technologies INC (UBER).

Sandbox Financial Partners, 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
1ACWXIshares Msci Acwi Ex US ETF+2.1%+89.98%加仓
2VTVVanguard Value ETF+0.5%+8.91%加仓
3XOMExxon Mobil CORP+0.4%+0.06%加仓
4IJHIshares Core S&p Midcap ETF+0.4%+8.17%加仓
5TPLTexas Pacific Land CORP+0.3%-7.23%减仓
6IJRIshares Core S&p Small-cap E+0.3%+14.35%加仓
7GLDSpdr Gold Shares+0.3%+12.38%加仓
8SPYSs Spdr S&p 500 ETF Trust-us+0.3%+8.67%加仓
9JPSTJpmorgan Ultra-short Income+0.2%+7.71%加仓
10IEFIshares 7-10 Year Treasury B+0.2%+17.80%加仓
11COWZPacer US Cash Cows 100 ETF+0.2%+14.70%加仓
12CVMCCalvert US Mcap Core Resp+0.2%+134.32%加仓
13GOOGAlphabet Inc-cl C+0.2%+25.03%加仓
14GEVGE Vernova INC+0.1%+4.91%加仓
15CVXChevron CORP+0.1%+0.89%加仓
16FEZState Street Spdr Euro Stoxx+0.1%+13.21%加仓
17CVIECal Intl Responsible Index+0.1%+37.67%加仓
18EUSBIshr Esg Advn Universal Bd-$+0.1%+27.39%加仓
19SHLDGlobal X Defense Tech ETF+0.1%+62.53%加仓
20JPMJpmorgan Chase & Co-0.1%-4.79%减仓
21CVLCCalvert US L-c Cr Resp Index-0.1%-1.80%减仓
22NFLXNetflix INC-0.1%-25.84%减仓
23VVisa Inc-class A Shares-0.1%-1.56%减仓
24PLTRPalantir Technologies Inc-a-0.1%-15.94%减仓
25GOOGLAlphabet Inc-cl A-0.1%-0.11%减仓
26LLYEli Lilly & Co-0.1%+0.90%加仓
27VIGVanguard Dividend Apprec ETF-0.1%-3.21%减仓
28AVGOBroadcom INC-0.1%-0.93%减仓
29METAMeta Platforms Inc-class A-0.1%+0.09%加仓
30NVDANvidia CORP-0.2%-0.28%减仓
31IBMIntl Business Machines CORP-0.2%-3.74%减仓
32CIBRFirst Trust Nasdaq Cybersecu-0.2%-10.74%减仓
33BXBlackstone INC-0.2%-21.87%减仓
34AMZNAmazon.com INC-0.3%+0.83%加仓
35VUGVanguard Growth ETF-0.5%+4.81%加仓
36AAPLApple INC-0.9%-3.56%减仓
37SNOWSnowflake INC-1.2%-0.05%减仓
38MSFTMicrosoft CORP-1.3%-3.28%减仓
39AIRRFirst Trust Rba American Ind—NEW新建仓
40ONCOncolytics Biotech INC—NEW新建仓
41EAGGIshares Esg Aware US Aggrega—EXIT清仓
42DOCUDocusign INC—EXIT清仓
43UBERUber Technologies INC—EXIT清仓
44MLPXGlobal X Mlp & Energy Infras—NEW新建仓
45NOWServicenow INC—EXIT清仓
46VSGXVanguard Esg Intl Stock ETF—NEW新建仓
47BTCLT-rex 2x Long Bitcoin Daily—EXIT清仓
48FDVVFidelity High Dividend ETF—EXIT清仓
49BACBank Of America CORP—EXIT清仓
50SCHDSchwab US Dvd Equity ETF—NEW新建仓

FAQ

Sandbox Financial Partners, LLC 是什么机构？属于哪种投资人类型？
Sandbox Financial Partners, 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$3.6亿，分布在 117 个已申报仓位之中。
Sandbox Financial Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Sandbox Financial Partners, LLC 按市值排列的前几大持股为： 1. Vanguard Growth ETF (VUG) — US$3945.8万 (11.1%) 2. Apple INC (AAPL) — US$3435.3万 (9.7%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1805.6万 (5.1%) 4. Ishares Msci Acwi Ex US ETF (ACWX) — US$1533.2万 (4.3%) 5. Vanguard Value ETF (VTV) — US$1496.8万 (4.2%)
Sandbox Financial Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Sandbox Financial Partners, LLC 共进行了 50 项显著调整：新建仓 5 个仓位、加仓 22 个既有持股、减仓 16 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: First Trust Rba American Ind (AIRR); 新建仓: Oncolytics Biotech INC (ONC); 清仓: Ishares Esg Aware US Aggrega (EAGG); 清仓: Docusign INC (DOCU); 清仓: Uber Technologies INC (UBER)
Sandbox Financial Partners, 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，Sandbox Financial Partners, LLC 的主要板块分布如下： • Information Technology: 55.9% • Consumer Discretionary: 12.4% • Communication Services: 9.9% • Energy: 6.6% • Financials: 5.7% • Industrials: 3.3%