LF

Laraway Financial Advisors Inc

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$1.4億

申報季度: 2026-03-31 · 持股檔數: 129

Laraway Financial Advisors Inc在最新一期 13F 報告中揭露了 129 項持股，申報期為 2026-03-31，總持股市值約為 US$1.4億，季度換手率為 13.0%。

機構性格雪花圖

集中度
8.94
持倉穩定性
13.05
動能／逆勢
100
產業集中度
55.94
多樣化
100
倉位均衡度
86.23

近期動向

  • 減碼 MSFT

    -6.0%　-US$129.9萬

  • 加碼 VTV

    +1.1%　US$25.2萬

  • 減碼 NVDA

    -16.9%　-US$105.1萬

  • 減碼 AAPL

    -4.5%　-US$137.9萬

  • 減碼 GOOGL

    -8.0%　-US$76.3萬

  • 加碼 VLO

    -7.0%　US$33.4萬

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
1AAPLApple INC股票-科技7.98%-0.31%-4.48%
2VTVVanguard Value ETFETF-其他4.77%+0.51%+1.09%
3VUGVanguard Growth ETFETF-其他4.48%-0.16%+0.01%
4SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長3.65%-0.03%-3.47%
5VEAVanguard Ftse Developed ETFETF-其他3.58%—-1.98%
6GOOGLAlphabet Inc-cl A股票-通訊服務2.92%-0.28%-8.04%
7XLGInvesco S&p 500 Top 50 ETFETF-大型股與成長2.73%-0.01%+0.25%
8BRK-BBerkshire Hathaway Inc-cl B股票-其他2.64%-0.09%-6.00%
9NVDANvidia CORP股票-科技2.57%-0.50%-16.93%
10MSFTMicrosoft CORP股票-科技2.34%-0.68%-6.01%
11XLVSs Health Care Select SectorETF-其他2.31%-0.04%-3.75%
12XLFSs Financial Select SectorETF-其他2.02%-0.14%-3.56%
13XLKSs Technology Select SectorETF-科技型1.96%-0.11%-4.94%
14RSPInvesco S&p 500 Equal WeightETF-大型股與成長1.74%—-0.74%
15LLYEli Lilly & Co股票-醫療保健1.54%-0.24%-6.44%
16GOOGAlphabet Inc-cl C股票-通訊服務1.45%-0.03%-1.03%
17WMTWalmart INC股票-非循環性消費1.38%+0.17%-5.39%
18SPSBSs Spdr P St C CORP ETFETF-其他1.36%—+0.17%
19AMZNAmazon.com INC股票-循環性消費1.34%-0.16%-8.03%
20VOVanguard Mid-cap ETFETF-其他1.33%—-1.98%
21XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他1.32%+0.18%-0.22%
22LRCXLam Research CORP股票-科技1.22%+0.21%-10.99%
23NFLXNetflix INC股票-通訊服務1.18%-0.02%-10.94%
24COSTCostco Wholesale CORP股票-非循環性消費1.13%—-11.00%
25SPABSs Spdr P Agg Bond ETFETF-其他1.09%—-0.02%
26JPSTJpmorgan Ultra-short IncomeETF-其他0.99%+0.14%+7.48%
27SCHASchwab US Small-cap ETFETF-其他0.97%—-9.10%
28SLYVSs Spdr S&p 600 Sc Val ETFETF-其他0.96%-0.01%-11.58%
29CWIState Street Spdr Msci AcwiETF-其他0.95%—-0.20%
30SPLVInvesco S&p 500 Low VolatiliETF-大型股與成長0.93%—+0.29%
31METAMeta Platforms Inc-class A股票-通訊服務0.93%-0.18%-11.20%
32PHParker Hannifin CORP股票-工業0.85%—-7.67%
33JNJJohnson & Johnson股票-醫療保健0.82%+0.15%-4.00%
34TJXTjx Companies INC股票-循環性消費0.82%—-3.96%
35VLOValero Energy CORP股票-能源0.81%+0.28%-7.02%
36HTRBHartford Ttl Rtrn Bnd ETFETF-其他0.80%—-4.94%
37TMOThermo Fisher Scientific INC股票-醫療保健0.76%-0.11%-5.40%
38ORCLOracle CORP股票-科技0.70%-0.23%-6.84%
39CORCencora INC股票-醫療保健0.66%-0.03%-4.76%
40WDCWestern Digital CORP股票-科技0.64%+0.17%-19.40%
41FIXDFirst Trust Smith OpportunisETF-其他0.64%—+0.46%
42JPMJpmorgan Chase & Co股票-金融0.63%-0.07%-8.28%
43UNHUnitedhealth Group INC股票-醫療保健0.54%-0.10%-5.40%
44JEPIJpmorgan Equity Premium IncoETF-其他0.54%—+7.85%
45LOWLowe's Cos INC股票-循環性消費0.51%—-7.53%
46BRK-ABerkshire Hathaway Inc-cl A股票-其他0.50%——
47VGITVanguard Intermediate-term TETF-其他0.50%—-1.83%
48SNDKSandisk CORP股票-科技0.49%+0.49%NEW
49COFCapital One Financial CORP股票-金融0.48%-0.14%-5.14%
50BNDVanguard Total Bond MarketETF-其他0.48%—+6.09%
1–50 of 129

本季持股變動

Laraway Financial Advisors Inc 在 2026-03-31 最顯著的持倉異動： 清倉: Nextera Energy INC (NEE); 新建倉: Sandisk CORP (SNDK); 清倉: Advanced Micro Devices (AMD); 清倉: Paypal Holdings INC (PYPL); 新建倉: Ishares Core S&p Total U.s. (ITOT).

Laraway Financial Advisors Inc 於截至 2026-03-31 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
1VTVVanguard Value ETF+0.5%+1.09%加碼
2VLOValero Energy CORP+0.3%-7.02%減碼
3LRCXLam Research CORP+0.2%-10.99%減碼
4CVXChevron CORP+0.2%+43.23%加碼
5XLUSt Sr Utl Sl Se Spdr Etf-usd+0.2%-0.22%減碼
6XLESs Energy Select Sector+0.2%+19.28%加碼
7WDCWestern Digital CORP+0.2%-19.40%減碼
8WMTWalmart INC+0.2%-5.39%減碼
9JNJJohnson & Johnson+0.2%-4.00%減碼
10JPSTJpmorgan Ultra-short Income+0.1%+7.48%加碼
11CATCaterpillar INC+0.1%—不變
12YEARAB Ultra Short Income ETF+0.1%+20.78%加碼
13SCHASchwab US Small-cap ETF—-9.10%減碼
14XLGInvesco S&p 500 Top 50 ETF0%+0.25%加碼
15SLYVSs Spdr S&p 600 Sc Val ETF0%-11.58%減碼
16NFLXNetflix INC0%-10.94%減碼
17SPYSs Spdr S&p 500 ETF Trust-us0%-3.47%減碼
18GOOGAlphabet Inc-cl C0%-1.03%減碼
19CORCencora INC0%-4.76%減碼
20XLVSs Health Care Select Sector0%-3.75%減碼
21WFCWells Fargo & Co0%-9.47%減碼
22ABBVAbbvie INC0%-16.92%減碼
23FLRNSs Spdr Bb Ig Float Rt ETF-0.1%-20.46%減碼
24GSGoldman Sachs Group INC-0.1%-29.41%減碼
25MMM3m Co-0.1%-17.36%減碼
26JPMJpmorgan Chase & Co-0.1%-8.28%減碼
27UHSUniversal Health Services-b-0.1%-3.17%減碼
28NVONovo-nordisk A/s-spons Adr-0.1%-5.00%減碼
29BRK-BBerkshire Hathaway Inc-cl B-0.1%-6.00%減碼
30UNHUnitedhealth Group INC-0.1%-5.40%減碼
31VVisa Inc-class A Shares-0.1%-11.43%減碼
32XLKSs Technology Select Sector-0.1%-4.94%減碼
33TMOThermo Fisher Scientific INC-0.1%-5.40%減碼
34XLFSs Financial Select Sector-0.1%-3.56%減碼
35COFCapital One Financial CORP-0.1%-5.14%減碼
36VUGVanguard Growth ETF-0.2%+0.01%加碼
37AMZNAmazon.com INC-0.2%-8.03%減碼
38METAMeta Platforms Inc-class A-0.2%-11.20%減碼
39ORCLOracle CORP-0.2%-6.84%減碼
40LLYEli Lilly & Co-0.2%-6.44%減碼
41GOOGLAlphabet Inc-cl A-0.3%-8.04%減碼
42AAPLApple INC-0.3%-4.48%減碼
43NVDANvidia CORP-0.5%-16.93%減碼
44MSFTMicrosoft CORP-0.7%-6.01%減碼
45NEENextera Energy INC—EXIT清倉
46SNDKSandisk CORP—NEW新建倉
47AMDAdvanced Micro Devices—EXIT清倉
48PYPLPaypal Holdings INC—EXIT清倉
49ITOTIshares Core S&p Total U.s.—NEW新建倉
50FICOFair Isaac CORP—EXIT清倉

FAQ

Laraway Financial Advisors Inc 是什麼機構？屬於哪種投資人類型？
Laraway Financial Advisors Inc 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（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.4億，分佈在 129 個已申報部位之中。
Laraway Financial Advisors Inc 目前前幾大持股有哪些？
根據最新 13F 申報，Laraway Financial Advisors Inc 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$1135.1萬 (8.0%) 2. Vanguard Value ETF (VTV) — US$679.0萬 (4.8%) 3. Vanguard Growth ETF (VUG) — US$637.7萬 (4.5%) 4. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$519.3萬 (3.6%) 5. Vanguard Ftse Developed ETF (VEA) — US$508.8萬 (3.6%)
Laraway Financial Advisors Inc 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Laraway Financial Advisors Inc 共進行了 49 項顯著調整：新建倉 2 個部位、加碼 7 個既有持股、減碼 36 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：清倉: Nextera Energy INC (NEE); 新建倉: Sandisk CORP (SNDK); 清倉: Advanced Micro Devices (AMD); 清倉: Paypal Holdings INC (PYPL); 新建倉: Ishares Core S&p Total U.s. (ITOT)
Laraway Financial Advisors Inc 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，Laraway Financial Advisors Inc 的主要板塊分佈如下： • Information Technology: 34.5% • Communication Services: 14.3% • Health Care: 12.4% • Financials: 11.3% • Consumer Staples: 8.7% • Consumer Discretionary: 7.9%