LR

Long Run Wealth Advisors, LLC

分散型投資策略趨勢追蹤型產業集中型

申報總市值

US$5.3億

申報季度: 2025-12-31 · 持股檔數: 106

Long Run Wealth Advisors, LLC在最新一期 13F 報告中揭露了 106 項持股，申報期為 2025-12-31，總持股市值約為 US$5.3億，季度換手率為 6.1%。

機構性格雪花圖

集中度
16.36
持倉穩定性
6.08
動能／逆勢
100
產業集中度
82.35
多樣化
100
倉位均衡度
81.65

近期動向

  • 減碼 BILS

    -11.3%　-US$136.0萬

  • 減碼 USIG

    +2.4%　US$91.5萬

  • 加碼 XLV

    +2.2%　US$210.5萬

  • 加碼 IEFA

    +5.2%　US$240.6萬

  • 加碼 GOOG

    -2.3%　US$111.3萬

  • 加碼 EFV

    +3.8%　US$155.7萬

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
1USIGIshares Broad Usd InvestmentETF-其他11.66%-0.30%+2.38%
2FTCBFt Core Investment Grade ETFETF-投資等級公司債8.93%-0.14%+2.92%
3IEFAIshares Core Msci Eafe ETFETF-其他6.27%+0.22%+5.21%
4XLKSs Technology Select SectorETF-科技型6.14%+0.12%+108.04%
5VYMVanguard High Dvd Yield ETFETF-其他4.22%+0.02%+3.00%
6EFVIshares Msci Eafe Value ETFETF-其他3.47%+0.16%+3.76%
7XLVSs Health Care Select SectorETF-其他3.29%+0.28%+2.22%
8IEMGIshares Core Msci EmergingETF-新興市場2.89%+0.07%+4.72%
9XLFSs Financial Select SectorETF-其他2.82%+0.10%+5.96%
10LMBSFirst Trust Low Duration OppETF-其他2.63%-0.02%+3.20%
11XLISs Industrial Select SectorETF-其他2.33%+0.03%+4.88%
12IJRIshares Core S&p Small-cap EETF-中小型股2.21%-0.02%+1.88%
13BILSSs Spdrb B 3-12m T-bill ETFETF-其他1.96%-0.35%-11.28%
14NVDANvidia CORP股票-科技1.88%+0.01%+4.76%
15XLCSs Comm Select Sector SpdrETF-其他1.73%+0.01%+5.62%
16IJHIshares Core S&p Midcap ETFETF-其他1.70%-0.01%+2.23%
17XLESs Energy Select SectorETF-其他1.48%+0.03%+112.10%
18AAPLApple INC股票-科技1.45%+0.04%-0.03%
19PSKSs Spdr Ice Pref Sec ETFETF-其他1.37%-0.03%+6.79%
20VOOVanguard S&p 500 ETFETF-大型股與成長1.33%-0.01%+1.07%
21MSFTMicrosoft CORP股票-科技1.24%-0.11%+2.43%
22BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債1.17%-0.08%-2.14%
23DONWisdomtree US Midcap DividenETF-其他1.13%—+3.56%
24XLPSs Consumer Staples Sel SectETF-其他1.11%—+5.67%
25JPMJpmorgan Chase & Co股票-金融1.10%+0.01%+3.22%
26GOOGAlphabet Inc-cl C股票-通訊服務1.02%+0.18%-2.29%
27SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.00%-0.02%+0.21%
28ESGUIshares Esg Aware Msci USAETF-其他0.99%—+0.05%
29XLYSs Consumer Disc Select SectETF-其他0.98%—+110.45%
30VTIVanguard Total Stock Mkt ETFETF-其他0.90%+0.01%+2.22%
31AMZNAmazon.com INC股票-循環性消費0.86%+0.01%+0.52%
32WFCWells Fargo & Co股票-金融0.82%+0.06%+0.83%
33CBChubb Limited股票-金融0.81%+0.04%-0.43%
34SUSAIshares Esg Optimized Msci UETF-其他0.76%—-0.02%
35TOLToll Brothers INC股票-循環性消費0.74%—+1.46%
36IDGTIshares US Dgtl Infra & R/eETF-其他0.73%—+1.66%
37NXPINXP Semiconductors N.V.股票-科技0.73%—+4.13%
38BSXBoston Scientific CORP股票-醫療保健0.72%—+1.53%
39PANWPalo Alto Networks INC股票-科技0.69%-0.10%+1.31%
40SUSCIshares Esg Aware Usd CorporETF-其他0.69%—+1.97%
41EAGGIshares Esg Aware US AggregaETF-其他0.69%—+1.58%
42IXNIshares Global Tech ETFETF-科技型0.68%+0.02%+5.60%
43AGGIshares Core U.s. AggregateETF-其他0.58%—+2.16%
44ESGDIshares Trust Ishares Esg AwETF-其他0.40%—+2.11%
45MSMorgan Stanley股票-金融0.39%+0.04%+3.83%
46AVGOBroadcom INC股票-科技0.39%+0.02%+2.61%
47SDYSs Spdr S&p Dividend ETFETF-其他0.37%—+0.72%
48IBMIntl Business Machines CORP股票-科技0.37%—-0.49%
49UPSUnited Parcel Service-cl B股票-工業0.35%+0.04%-0.46%
50PRUPrudential Financial INC股票-金融0.34%+0.02%+1.26%
1–50 of 106

本季持股變動

Long Run Wealth Advisors, LLC 在 2025-12-31 最顯著的持倉異動： 清倉: Unilever PLC (UL); 新建倉: Unilever Plc-sponsored Adr (UL); 清倉: Fiserv INC (FISV); 清倉: Garmin Ltd. (GRMN); 新建倉: Vanguard Ftse All-world Ex-u (VEU).

Long Run Wealth Advisors, LLC 於截至 2025-12-31 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
1XLVSs Health Care Select Sector+0.3%+2.22%加碼
2IEFAIshares Core Msci Eafe ETF+0.2%+5.21%加碼
3GOOGAlphabet Inc-cl C+0.2%-2.29%減碼
4EFVIshares Msci Eafe Value ETF+0.2%+3.76%加碼
5XLKSs Technology Select Sector+0.1%+108.04%加碼
6XLFSs Financial Select Sector+0.1%+5.96%加碼
7IEMGIshares Core Msci Emerging+0.1%+4.72%加碼
8WFCWells Fargo & Co+0.1%+0.83%加碼
9PMPhilip Morris International+0.1%+47.11%加碼
10LLYEli Lilly & Co+0.1%+51.60%加碼
11AAPLApple INC0%-0.03%減碼
12CBChubb Limited0%-0.43%減碼
13UPSUnited Parcel Service-cl B0%-0.46%減碼
14MSMorgan Stanley0%+3.83%加碼
15XLISs Industrial Select Sector0%+4.88%加碼
16XLESs Energy Select Sector0%+112.10%加碼
17NY4BClearway Energy Inc-a0%-1.49%減碼
18GOVTIshares US Treasury Bond ETF0%+40.85%加碼
19TSLATesla INC0%+48.87%加碼
20VYMVanguard High Dvd Yield ETF0%+3.00%加碼
21IXNIshares Global Tech ETF0%+5.60%加碼
22PRUPrudential Financial INC0%+1.26%加碼
23AVGOBroadcom INC0%+2.61%加碼
24VXUSVanguard Total Intl Stock0%+17.58%加碼
25NVDANvidia CORP0%+4.76%加碼
26XLCSs Comm Select Sector Spdr0%+5.62%加碼
27JPMJpmorgan Chase & Co0%+3.22%加碼
28AMZNAmazon.com INC0%+0.52%加碼
29VTIVanguard Total Stock Mkt ETF0%+2.22%加碼
30XLPSs Consumer Staples Sel Sect—+5.67%加碼
31XLYSs Consumer Disc Select Sect—+110.45%加碼
32IJHIshares Core S&p Midcap ETF0%+2.23%加碼
33VOOVanguard S&p 500 ETF0%+1.07%加碼
34LMBSFirst Trust Low Duration Opp0%+3.20%加碼
35IJRIshares Core S&p Small-cap E0%+1.88%加碼
36SPYSs Spdr S&p 500 ETF Trust-us0%+0.21%加碼
37PSKSs Spdr Ice Pref Sec ETF0%+6.79%加碼
38TAt&t INC0%+4.47%加碼
39BILSs Spdr Bb 1-3m T-bill ETF-0.1%-2.14%減碼
40PANWPalo Alto Networks INC-0.1%+1.31%加碼
41MSFTMicrosoft CORP-0.1%+2.43%加碼
42FTCBFt Core Investment Grade ETF-0.1%+2.92%加碼
43USIGIshares Broad Usd Investment-0.3%+2.38%加碼
44BILSSs Spdrb B 3-12m T-bill ETF-0.4%-11.28%減碼
45ULUnilever PLC—EXIT清倉
46ULUnilever Plc-sponsored Adr—NEW新建倉
47FISVFiserv INC—EXIT清倉
48GRMNGarmin Ltd.—EXIT清倉
49VEUVanguard Ftse All-world Ex-u—NEW新建倉
50WMBWilliams Cos INC—EXIT清倉

FAQ

Long Run Wealth Advisors, LLC 是什麼機構？屬於哪種投資人類型？
Long Run Wealth 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（2025-12-31），該機構追蹤的股票投資組合估值約為 US$5.3億，分佈在 106 個已申報部位之中。
Long Run Wealth Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Long Run Wealth Advisors, LLC 按市值排列的前幾大持股為： 1. Ishares Broad Usd Investment (USIG) — US$6187.1萬 (11.7%) 2. Ft Core Investment Grade ETF (FTCB) — US$4737.6萬 (8.9%) 3. Ishares Core Msci Eafe ETF (IEFA) — US$3325.6萬 (6.3%) 4. Ss Technology Select Sector (XLK) — US$3259.9萬 (6.1%) 5. Vanguard High Dvd Yield ETF (VYM) — US$2242.0萬 (4.2%)
Long Run Wealth 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，Long Run Wealth Advisors, LLC 共進行了 50 項顯著調整：新建倉 2 個部位、加碼 37 個既有持股、減碼 7 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：清倉: Unilever PLC (UL); 新建倉: Unilever Plc-sponsored Adr (UL); 清倉: Fiserv INC (FISV); 清倉: Garmin Ltd. (GRMN); 新建倉: Vanguard Ftse All-world Ex-u (VEU)
Long Run Wealth 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，Long Run Wealth Advisors, LLC 的主要板塊分佈如下： • Information Technology: 46.0% • Financials: 19.4% • Communication Services: 10.4% • Health Care: 8.5% • Consumer Discretionary: 7.5% • Consumer Staples: 3.0%