Barden Capital Management, 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$1.2亿

申报季度: 2026-03-31 · 持股只数: 58

Barden Capital Management, Inc.在最新一期 13F 报告中披露了 58 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 18.4%。

机构性格雪花图

集中度: 11.92
持仓稳定性: 18.42
动能／逆势: 100
行业集中度: 68.41
多样化: 100
仓位均衡度: 91.39

近期动向

减仓 MSFT
-31.1%　-US$198.0万
减仓 SPGI
-44.2%　-US$98.9万
加仓 SCHF
+2.0%　US$45.3万
减仓 NVDA
-10.0%　-US$101.8万
加仓 TSM
+1.8%　US$32.8万
加仓 CASY
-8.1%　US$35.6万

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
1	SCHF	Schwab Intl Equity ETF	ETF-其他	8.19%	+0.70%	+1.95%
2	SCHX	Schwab US Large-cap ETF	ETF-其他	6.18%	-0.03%	+0.23%
3	SPGM	State Street Spdr Portfolio	ETF-其他	4.98%	—	+2.17%
4	NVDA	Nvidia CORP	股票-科技	4.62%	-0.65%	-10.03%
5	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	4.29%	+0.33%	+4.47%
6	SCHG	Schwab US Large-cap Growth	ETF-其他	3.54%	-0.19%	+2.08%
7	SCHV	Schwab US Large-cap Value	ETF-其他	3.30%	+0.30%	+2.57%
8	AAPL	Apple INC	股票-科技	2.76%	+0.01%	+3.40%
9	BND	Vanguard Total Bond Market	ETF-其他	2.65%	+0.17%	+3.41%
10	TSM	Taiwan Semiconductor-sp Adr	股票-科技	2.42%	+0.37%	+1.75%
11	AMZN	Amazon.com INC	股票-周期性消费	2.36%	-0.09%	+2.47%
12	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	2.25%	+0.15%	+5.48%
13	LLY	Eli Lilly & Co	股票-医疗保健	2.24%	-0.18%	+3.53%
14	SCHR	Schwab Intermediate-term US	ETF-其他	2.08%	—	+2.11%
15	MDYG	Ss Spdr S&p 400 Mc Gr ETF	ETF-其他	1.95%	+0.16%	+0.98%
16	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-其他	1.94%	+0.18%	+3.47%
17	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-其他	1.94%	+0.13%	+2.35%
18	MSFT	Microsoft CORP	股票-科技	1.89%	-1.55%	-31.07%
19	V	Visa Inc-class A Shares	股票-金融	1.87%	-0.15%	+3.46%
20	SCHB	Schwab US Broad Market ETF	ETF-其他	1.82%	-0.07%	-2.98%
21	MA	Mastercard INC - A	股票-金融	1.80%	-0.03%	+7.88%
22	CASY	Casey's General Stores INC	股票-周期性消费	1.75%	+0.36%	-8.09%
23	PH	Parker Hannifin CORP	股票-工业	1.63%	+0.13%	+2.26%
24	SONY	Sony Group CORP - Sp Adr	股票-科技	1.62%	-0.10%	+11.88%
25	JPM	Jpmorgan Chase & Co	股票-金融	1.45%	-0.08%	—
26	ALL	Allstate CORP	股票-金融	1.40%	—	+3.34%
27	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	1.39%	—	+1.53%
28	META	Meta Platforms Inc-class A	股票-通信服务	1.38%	-0.09%	+3.98%
29	PWR	Quanta Services INC	股票-工业	1.34%	+1.34%	NEW
30	TRV	Travelers Cos Inc/the	股票-金融	1.27%	—	+3.30%
31	MSI	Motorola Solutions INC	股票-科技	1.23%	+0.21%	+2.56%
32	HCA	Hca Healthcare INC	股票-医疗保健	1.22%	+0.09%	+2.93%
33	HYS	Pimco 0-5 Year H/y CORP Bond	ETF-投资级公司债	1.19%	—	+3.46%
34	SCHQ	Schwab Long-term US Treasury	ETF-政府公债	1.19%	—	+0.71%
35	AVGO	Broadcom INC	股票-科技	1.12%	-0.04%	+3.75%
36	COF	Capital One Financial CORP	股票-金融	1.08%	-0.24%	+4.39%
37	VLO	Valero Energy CORP	股票-能源	1.01%	+1.01%	NEW
38	AU	AngloGold Ashanti plc	股票-原材料	1.00%	+1.00%	NEW
39	PANW	Palo Alto Networks INC	股票-科技	0.99%	-0.05%	+4.53%
40	BKNG	Booking Holdings INC	股票-周期性消费	0.96%	-0.17%	+3.91%
41	COP	Conocophillips	股票-能源	0.96%	+0.33%	+3.30%
42	UBER	Uber Technologies INC	股票-工业	0.95%	-0.05%	+4.04%
43	CARR	Carrier Global CORP	股票-工业	0.89%	+0.11%	+3.23%
44	ADBE	Adobe INC	股票-科技	0.89%	-0.30%	+2.97%
45	HDB	Hdfc Bank Ltd-adr	股票-金融	0.80%	+0.80%	NEW
46	FANG	Diamondback Energy INC	股票-能源	0.78%	+0.22%	+2.71%
47	SPGI	S&p Global INC	股票-金融	0.70%	-0.79%	-44.19%
48	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	0.70%	—	+1.91%
49	SNPS	Synopsys INC	股票-科技	0.65%	-0.07%	+3.27%
50	INTU	Intuit INC	股票-科技	0.59%	-0.24%	+3.86%

1–50 of 58

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	58	US$1.2亿	18	1SCHF 2SCHX 3SPGM 主要持股2026-03-31 1.SCHF 2.SCHX 3.SPGM 4.NVDA 5.SPAB 6.SCHG 7.SCHV 8.AAPL 9.BND 10.TSM
2025-12-31	56	US$1.2亿	12	1SCHF 2SCHX 3NVDA 主要持股2025-12-31 1.SCHF 2.SCHX 3.NVDA 4.SPGM 5.SPAB 6.SCHG 7.MSFT 8.SCHV 9.AAPL 10.BND
2025-09-30	59	US$1.2亿	32	1SCHF 2SCHX 3NVDA 主要持股2025-09-30 1.SCHF 2.SCHX 3.NVDA 4.SPGM 5.MSFT 6.SPAB 7.SCHG 8.SCHV 9.AAPL 10.AMZN
2025-06-30	56	US$1.1亿	0	1SCHF 2SCHX 3NVDA 主要持股2025-06-30 1.SCHF 2.SCHX 3.NVDA 4.SPGM 5.MSFT 6.SPAB 7.SCHG 8.SCHV 9.AMZN 10.BND
2025-03-31	60	US$1.1亿	0	1SCHX 2SPGM 3SCHA 主要持股2025-03-31 1.SCHX 2.SPGM 3.SCHA 4.SCHF 5.SPAB 6.NVDA 7.SCHG 8.MSFT 9.SCHV 10.AAPL
2024-12-31	60	US$1.2亿	0	1NVDA 2SCHX 3SCHA 主要持股2024-12-31 1.NVDA 2.SCHX 3.SCHA 4.SPGM 5.SPAB 6.SCHF 7.SCHG 8.MSFT 9.AAPL 10.SCHV
2024-09-30	59	US$1.1亿	0	1NVDA 2SCHX 3SPGM 主要持股2024-09-30 1.NVDA 2.SCHX 3.SPGM 4.SCHF 5.SPAB 6.MSFT 7.SCHG 8.CALF 9.AAPL 10.ADBE
2024-06-30	60	US$1.1亿	0	1NVDA 2SCHX 3SPGM 主要持股2024-06-30 1.NVDA 2.SCHX 3.SPGM 4.SCHF 5.MSFT 6.SPAB 7.SCHG 8.ADBE 9.LLY 10.AAPL
2024-03-31	63	US$1.0亿	0	1SCHX 2NVDA 3SPGM 主要持股2024-03-31 1.SCHX 2.NVDA 3.SPGM 4.SCHF 5.MSFT 6.SPAB 7.CALF 8.SCHG 9.ADBE 10.SCHV
2023-12-31	77	US$1.2亿	0	1SCHX 2AAPL 3SPGM 主要持股2023-12-31 1.SCHX 2.AAPL 3.SPGM 4.SCHF 5.ELV 6.SPAB 7.SCHG 8.ADBE 9.NVDA 10.AXP
2023-09-30	65	US$1.0亿	0	1SCHX 2SPGM 3SCHF 主要持股2023-09-30 1.SCHX 2.SPGM 3.SCHF 4.SPAB 5.SCHG 6.ADBE 7.NVDA 8.SCHV 9.MSFT 10.SCHA
2023-06-30	65	US$9093.8万	0	1SCHX 2SPGM 3SCHF 主要持股2023-06-30 1.SCHX 2.SPGM 3.SCHF 4.SCHG 5.SPAB 6.SCHA 7.ADBE 8.NVDA 9.SCHV 10.AAPL
2023-03-31	72	US$1.0亿	0	1SCHX 2SPGM 3SCHF 主要持股2023-03-31 1.SCHX 2.SPGM 3.SCHF 4.SPAB 5.SCHG 6.SCHV 7.SCHA 8.BND 9.ADBE 10.SCHR
2022-12-31	64	US$9759.1万	0	1SCHX 2SPGM 3SCHF 主要持股2022-12-31 1.SCHX 2.SPGM 3.SCHF 4.SPAB 5.SCHG 6.SCHV 7.SCHR 8.SCHA 9.BND 10.ELV
2022-09-30	61	US$8589.3万	0	1SCHX 2CORP 3SPGM 主要持股2022-09-30 1.SCHX 2.CORP 3.SPGM 4.SCHF 5.SCHG 6.SCHV 7.SCHR 8.SCHZ 9.SCHA 10.HYS
2022-06-30	62	US$9225.8万	0	1SCHX 2CORP 3SPGM 主要持股2022-06-30 1.SCHX 2.CORP 3.SPGM 4.SCHF 5.SCHG 6.SCHV 7.SCHZ 8.SCHR 9.SCHA 10.HYS
2022-03-31	65	US$1.0亿	0	1SCHX 2CORP 3SPGM 主要持股2022-03-31 1.SCHX 2.CORP 3.SPGM 4.SCHF 5.SCHG 6.SCHV 7.NVDA 8.SCHZ 9.SCHR 10.ADBE
2021-12-31	62	US$1.0亿	0	1SCHX 2CORP 3SPGM 主要持股2021-12-31 1.SCHX 2.CORP 3.SPGM 4.SCHG 5.SCHF 6.SCHV 7.NVDA 8.ADBE 9.SCHA 10.SCHZ

本季持股变动

Barden Capital Management, Inc. 在 2026-03-31 最显著的持仓异动：清仓: American Express Co (AXP); 新建仓: Quanta Services INC (PWR); 清仓: T-mobile US INC (TMUS); 新建仓: Valero Energy CORP (VLO); 新建仓: AngloGold Ashanti plc (AU).

Barden Capital Management, Inc. 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
1	SCHF	Schwab Intl Equity ETF	+0.7%	+1.95%	加仓
2	TSM	Taiwan Semiconductor-sp Adr	+0.4%	+1.75%	加仓
3	CASY	Casey's General Stores INC	+0.4%	-8.09%	减仓
4	COP	Conocophillips	+0.3%	+3.30%	加仓
5	SPAB	Ss Spdr P Agg Bond ETF	+0.3%	+4.47%	加仓
6	SCHV	Schwab US Large-cap Value	+0.3%	+2.57%	加仓
7	FANG	Diamondback Energy INC	+0.2%	+2.71%	加仓
8	MSI	Motorola Solutions INC	+0.2%	+2.56%	加仓
9	SLYG	Ss Spdr S&p 600 Sc Gr ETF	+0.2%	+3.47%	加仓
10	BND	Vanguard Total Bond Market	+0.2%	+3.41%	加仓
11	MDYG	Ss Spdr S&p 400 Mc Gr ETF	+0.2%	+0.98%	加仓
12	EFG	Ishares Msci Eafe Growth ETF	+0.2%	+5.48%	加仓
13	PH	Parker Hannifin CORP	+0.1%	+2.26%	加仓
14	MDYV	Ss Spdr S&p 400 Mc Val ETF	+0.1%	+2.35%	加仓
15	CARR	Carrier Global CORP	+0.1%	+3.23%	加仓
16	HCA	Hca Healthcare INC	+0.1%	+2.93%	加仓
17	GLD	Spdr Gold Shares	+0.1%	+12.29%	加仓
18	AAPL	Apple INC	0%	+3.40%	加仓
19	SCHX	Schwab US Large-cap ETF	0%	+0.23%	加仓
20	MA	Mastercard INC - A	0%	+7.88%	加仓
21	AVGO	Broadcom INC	0%	+3.75%	加仓
22	PANW	Palo Alto Networks INC	-0.1%	+4.53%	加仓
23	UBER	Uber Technologies INC	-0.1%	+4.04%	加仓
24	BABA	Alibaba Group Holding-sp Adr	-0.1%	+3.10%	加仓
25	SCHB	Schwab US Broad Market ETF	-0.1%	-2.98%	减仓
26	SNPS	Synopsys INC	-0.1%	+3.27%	加仓
27	JPM	Jpmorgan Chase & Co	-0.1%	—	不变
28	AMZN	Amazon.com INC	-0.1%	+2.47%	加仓
29	META	Meta Platforms Inc-class A	-0.1%	+3.98%	加仓
30	SONY	Sony Group CORP - Sp Adr	-0.1%	+11.88%	加仓
31	V	Visa Inc-class A Shares	-0.2%	+3.46%	加仓
32	BKNG	Booking Holdings INC	-0.2%	+3.91%	加仓
33	LLY	Eli Lilly & Co	-0.2%	+3.53%	加仓
34	SCHG	Schwab US Large-cap Growth	-0.2%	+2.08%	加仓
35	COF	Capital One Financial CORP	-0.2%	+4.39%	加仓
36	INTU	Intuit INC	-0.2%	+3.86%	加仓
37	ADBE	Adobe INC	-0.3%	+2.97%	加仓
38	NVDA	Nvidia CORP	-0.7%	-10.03%	减仓
39	SPGI	S&p Global INC	-0.8%	-44.19%	减仓
40	MSFT	Microsoft CORP	-1.6%	-31.07%	减仓
41	AXP	American Express Co	—	EXIT	清仓
42	PWR	Quanta Services INC	—	NEW	新建仓
43	TMUS	T-mobile US INC	—	EXIT	清仓
44	VLO	Valero Energy CORP	—	NEW	新建仓
45	AU	AngloGold Ashanti plc	—	NEW	新建仓
46	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
47	HDB	Hdfc Bank Ltd-adr	—	NEW	新建仓
48	NFLX	Netflix INC	—	EXIT	清仓
49	ESML	Ishares Esg Aware Msci USA S	—	NEW	新建仓
50	ESGD	Ishares Trust Ishares Esg Aw	—	NEW	新建仓

FAQ

Barden Capital Management, Inc. 是什么机构？属于哪种投资人类型？

Barden Capital Management, 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.2亿，分布在 58 个已申报仓位之中。

Barden Capital Management, Inc. 目前前几大持股有哪些？

根据最新 13F 申报，Barden Capital Management, Inc. 按市值排列的前几大持股为： 1. Schwab Intl Equity ETF (SCHF) — US$957.5万 (8.2%) 2. Schwab US Large-cap ETF (SCHX) — US$722.6万 (6.2%) 3. State Street Spdr Portfolio (SPGM) — US$581.8万 (5.0%) 4. Nvidia CORP (NVDA) — US$539.9万 (4.6%) 5. Ss Spdr P Agg Bond ETF (SPAB) — US$501.8万 (4.3%)

Barden Capital Management, Inc. 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Barden Capital Management, Inc. 共进行了 49 项显著调整：新建仓 6 个仓位、加仓 34 个既有持股、减仓 5 个仓位，并完全清仓 4 个持股。其中幅度最大的异动：清仓: American Express Co (AXP); 新建仓: Quanta Services INC (PWR); 清仓: T-mobile US INC (TMUS); 新建仓: Valero Energy CORP (VLO); 新建仓: AngloGold Ashanti plc (AU)

Barden Capital Management, 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，Barden Capital Management, Inc. 的主要板块分布如下： • Information Technology: 38.5% • Financials: 21.3% • Consumer Discretionary: 11.6% • Industrials: 9.9% • Health Care: 8.2% • Energy: 5.6%