SW

Shelton Wealth Management, LLC

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$2.3亿

申报季度: 2026-03-31 · 持股只数: 137

SHELTON WEALTH MANAGEMENT, LLC在最新一期 13F 报告中披露了 137 项持股，申报期为 2026-03-31，总持股市值约为 US$2.3亿，季度换手率为 34.8%。

机构性格雪花图

集中度
8.42
持仓稳定性
34.83
动能／逆势
100
行业集中度
61.54
多样化
100
仓位均衡度
87.01

近期动向

  • 加仓 IWR

    +21.5%　US$172.2万

  • 减仓 APP

    -4.4%　-US$182.0万

  • 加仓 IBTH

    +18.0%　US$154.3万

  • 加仓 IBTI

    +17.7%　US$150.2万

  • 加仓 IBTJ

    +17.4%　US$147.2万

  • 减仓 MU

    -59.8%　-US$168.2万

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

仅显示前 127 大持股（共 137 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1FTSMFirst Trust Enh Short Mat FdETF-其他5.66%—+0.86%
2IBTHIshares Ibonds Dec 2027 TermETF-其他4.48%+0.75%+17.96%
3IBTIIshares Ibonds Dec 2028 TermETF-其他4.47%+0.73%+17.67%
4IBTJIshares Ibonds Dec 2029 TermETF-其他4.46%+0.72%+17.41%
5IBTKIshares Ibonds Dec 2030 TreaETF-其他4.44%+0.70%+17.14%
6IBTLIshares Ibonds Dec 2031 TermETF-其他4.43%+4.43%NEW
7IWRIshares Russell Mid-cap ETFETF-其他4.07%+0.82%+21.48%
8IWBIshares Russell 1000 ETFETF-其他2.37%—-1.69%
9FTCSFirst Trust Capital StrengthETF-其他2.23%—-5.59%
10TLTIshares 20+ Year Treasury BdETF-政府公债1.89%—-0.98%
11IEIIshares 3-7 Year Treasury BoETF-政府公债1.81%—-1.70%
12SCHXSchwab US Large-cap ETFETF-其他1.75%—-4.32%
13EMXCIshares Msci Emr Mrk Ex ChnaETF-其他1.60%—-12.85%
14RDVYFirst Trust Rising DividendETF-其他1.44%—-8.77%
15NVDANvidia CORP股票-科技1.30%-0.24%-11.46%
16GOOGLAlphabet Inc-cl A股票-通信服务1.25%-0.40%-19.31%
17AMZNAmazon.com INC股票-周期性消费1.22%—+6.35%
18LRCXLam Research CORP股票-科技1.14%-0.21%-33.54%
19VBKVanguard Small-cap Grwth ETFETF-其他1.11%—-3.74%
20VRTVertiv Holdings Co-a股票-工业1.05%—-30.94%
21WFCWells Fargo & Co股票-金融1.04%—+0.33%
22APPApplovin Corp-class A股票-科技1.03%-0.76%-4.40%
23CCJCameco CORP股票-能源1.02%—-22.88%
24AMDAdvanced Micro Devices股票-科技1.00%-0.29%-19.84%
25IGMIshares Expanded Tech SectorETF-科技型0.96%—-1.81%
26IJRIshares Core S&p Small-cap EETF-中小型股0.92%—-8.46%
27EQTEqt CORP股票-能源0.92%+0.20%+4.89%
28CSXCsx CORP股票-工业0.91%+0.45%+70.33%
29MSFTMicrosoft CORP股票-科技0.90%—+19.33%
30TSLATesla INC股票-周期性消费0.85%-0.18%-2.73%
31PHParker Hannifin CORP股票-工业0.85%—-16.45%
32AAPLApple INC股票-科技0.84%—+2.49%
33EMREmerson Electric Co股票-工业0.84%—-3.82%
34IWMIshares Russell 2000 ETFETF-中小型股0.79%—-2.76%
35MELIMercadolibre INC股票-周期性消费0.76%—+12.23%
36ASMLASML Holding N.V.股票-科技0.73%—-30.82%
37NUNu Holdings Ltd.股票-金融0.68%-0.32%-22.15%
38GDGeneral Dynamics CORP股票-工业0.68%+0.39%+126.15%
39UBERUber Technologies INC股票-工业0.68%+0.24%+69.27%
40TMUST-mobile US INC股票-通信服务0.67%—+15.25%
41MUMicron Technology INC股票-科技0.67%-0.70%-59.84%
42ETNEaton Corporation plc股票-工业0.67%—-5.80%
43MRVLMarvell Technology INC股票-科技0.66%—+3.00%
44FCXFreeport-mcmoran INC股票-原材料0.65%—-9.11%
45ANETArista Networks INC股票-科技0.65%—-15.53%
46OIHVaneck Oil Services ETFETF-其他0.65%—-25.68%
47IEFAIshares Core Msci Eafe ETFETF-其他0.63%—-7.69%
48CCitigroup INC股票-金融0.63%—-16.57%
49JPMJpmorgan Chase & Co股票-金融0.63%—-6.73%
50TWLOTwilio INC - A股票-科技0.63%—-11.50%
1–50 of 127

本季持股变动

Shelton Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Ibonds Dec 2031 Term (IBTL); 清仓: Ishares Ibonds Dec 2026 Term (IBTG); 清仓: Affirm Holdings INC (AFRM); 新建仓: Honeywell International INC (HON); 新建仓: Conocophillips (COP).

Shelton Wealth Management, 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
1IWRIshares Russell Mid-cap ETF+0.8%+21.48%加仓
2IBTHIshares Ibonds Dec 2027 Term+0.8%+17.96%加仓
3IBTIIshares Ibonds Dec 2028 Term+0.7%+17.67%加仓
4IBTJIshares Ibonds Dec 2029 Term+0.7%+17.41%加仓
5IBTKIshares Ibonds Dec 2030 Trea+0.7%+17.14%加仓
6CSXCsx CORP+0.5%+70.33%加仓
7GDGeneral Dynamics CORP+0.4%+126.15%加仓
8VSTVistra CORP+0.3%+253.70%加仓
9AVGOBroadcom INC+0.3%+124.82%加仓
10UBERUber Technologies INC+0.2%+69.27%加仓
11EQTEqt CORP+0.2%+4.89%加仓
12TSLATesla INC-0.2%-2.73%减仓
13NOWServicenow INC-0.2%-33.43%减仓
14LRCXLam Research CORP-0.2%-33.54%减仓
15CTVACorteva INC-0.2%-74.33%减仓
16NVDANvidia CORP-0.2%-11.46%减仓
17AMDAdvanced Micro Devices-0.3%-19.84%减仓
18NUNu Holdings Ltd.-0.3%-22.15%减仓
19GOOGLAlphabet Inc-cl A-0.4%-19.31%减仓
20ZSZscaler INC-0.4%-55.07%减仓
21BSXBoston Scientific CORP-0.4%-66.53%减仓
22JEFJefferies Financial Group In-0.5%-70.55%减仓
23PANWPalo Alto Networks INC-0.5%-71.14%减仓
24MUMicron Technology INC-0.7%-59.84%减仓
25APPApplovin Corp-class A-0.8%-4.40%减仓
26IBTLIshares Ibonds Dec 2031 Term—NEW新建仓
27IBTGIshares Ibonds Dec 2026 Term—EXIT清仓
28AFRMAffirm Holdings INC—EXIT清仓
29HONHoneywell International INC—NEW新建仓
30COPConocophillips—NEW新建仓
31KOCoca-cola Co/the—NEW新建仓
32AXTAAxalta Coating Systems Ltd.—EXIT清仓
33EWEdwards Lifesciences CORP—NEW新建仓
34MDTMedtronic plc—NEW新建仓
35ALABAstera Labs INC—EXIT清仓
36NEENextera Energy INC—NEW新建仓
37DISWalt Disney Co/the—EXIT清仓
38FTNTFortinet INC—NEW新建仓
39SESea Ltd-adr—EXIT清仓
40AXPAmerican Express Co—NEW新建仓
41KRKroger Co—NEW新建仓
42SRESempra—NEW新建仓
43TDGTransdigm Group INC—EXIT清仓
44AAAlcoa CORP—NEW新建仓
45FITBFifth Third Bancorp—NEW新建仓
46PGRProgressive CORP—EXIT清仓
47MDBMongodb INC—NEW新建仓
48OEFIshares S&p 100 ETF—NEW新建仓
49AONAon plc—EXIT清仓
50PGProcter & Gamble Co/the—EXIT清仓

FAQ

Shelton Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Shelton Wealth Management, 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$2.3亿，分布在 137 个已申报仓位之中。
Shelton Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Shelton Wealth Management, LLC 按市值排列的前几大持股为： 1. First Trust Enh Short Mat Fd (FTSM) — US$1293.5万 (5.7%) 2. Ishares Ibonds Dec 2027 Term (IBTH) — US$1023.7万 (4.5%) 3. Ishares Ibonds Dec 2028 Term (IBTI) — US$1021.5万 (4.5%) 4. Ishares Ibonds Dec 2029 Term (IBTJ) — US$1019.8万 (4.5%) 5. Ishares Ibonds Dec 2030 Trea (IBTK) — US$1015.8万 (4.4%)
Shelton Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Shelton Wealth Management, LLC 共进行了 50 项显著调整：新建仓 15 个仓位、加仓 11 个既有持股、减仓 14 个仓位，并完全清仓 10 个持股。 其中幅度最大的异动：新建仓: Ishares Ibonds Dec 2031 Term (IBTL); 清仓: Ishares Ibonds Dec 2026 Term (IBTG); 清仓: Affirm Holdings INC (AFRM); 新建仓: Honeywell International INC (HON); 新建仓: Conocophillips (COP)
Shelton Wealth Management, 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，Shelton Wealth Management, LLC 的主要板块分布如下： • Information Technology: 37.8% • Financials: 15.4% • Consumer Discretionary: 12.8% • Industrials: 9.5% • Communication Services: 9.2% • Utilities: 3.6%