KI

Kraematon Investment 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$1.2億

申報季度: 2026-03-31 · 持股檔數: 99

KRAEMATON INVESTMENT ADVISORS, INC在最新一期 13F 報告中揭露了 99 項持股，申報期為 2026-03-31，總持股市值約為 US$1.2億，季度換手率為 14.8%。

機構性格雪花圖

集中度
8.47
持倉穩定性
14.82
動能／逆勢
100
產業集中度
60.03
多樣化
100
倉位均衡度
89.47

近期動向

  • 加碼 ENFR

    +22.3%　US$77.3萬

  • 加碼 CHRD

    -5.9%　US$68.5萬

  • 減碼 CWST

    -1.8%　-US$73.8萬

  • 減碼 ADBE

    -23.1%　-US$68.9萬

  • 加碼 GLDM

    -0.1%　US$43.0萬

  • 減碼 AAPL

    -6.6%　-US$62.9萬

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
1RTXRtx CORP股票-工業6.17%+0.40%-0.51%
2GLDMSpdr Gold Minishares TrustETF-避險與商品4.48%+0.44%-0.09%
3NVDANvidia CORP股票-科技4.40%-0.30%-2.12%
4AAPLApple INC股票-科技3.49%-0.43%-6.59%
5EMBXVaneck Em Bond ETFETF-其他3.20%+0.26%+7.65%
6FVDFirst Trust Value Line DvdETF-其他2.84%—-1.25%
7FALNIshares Fallen Angels ETFETF-其他2.78%-0.05%-1.71%
8IDMOInvesco S&p International DeETF-其他2.72%+0.27%+9.94%
9BRK-BBerkshire Hathaway Inc-cl B股票-其他2.66%-0.10%-0.97%
10IDXXIdexx Laboratories INC股票-醫療保健2.38%-0.43%-0.15%
11CWSTCasella Waste Systems Inc-a股票-工業2.33%-0.54%-1.82%
12SLFSun Life Financial INC股票-金融2.19%—+0.36%
13PBAPembina Pipeline CORP股票-能源2.15%+0.34%-1.01%
14APHAmphenol Corp-cl A股票-科技2.09%-0.14%-1.94%
15GDXVaneck Gold Miners ETFETF-避險與商品2.02%+0.17%+0.04%
16ENFRAlerian Energy InfrastructurETF-其他1.93%+0.66%+22.28%
17GRIDFirst Trst Nasd Cl Edg SgiifETF-其他1.89%+0.13%-1.97%
18CHRDChord Energy CORP股票-能源1.82%+0.59%-5.93%
19AMZNAmazon.com INC股票-循環性消費1.75%-0.33%-8.86%
20XJANFt Vest Enh Mod Buff - JanETF-其他1.67%—-2.57%
21PAVEGlobal X US InfrastructureETF-其他1.65%+0.12%-0.53%
22XSEPFt Vest U.s. Equity EnhanceETF-其他1.63%-0.17%-10.28%
23GSEPFt Vest US Equity Moderate BETF-其他1.54%-0.09%-5.76%
24INCOColumbia India Consumer ETFETF-其他1.38%-0.33%-6.88%
25AFLAflac INC股票-金融1.38%—-1.30%
26PLTRPalantir Technologies Inc-a股票-科技1.30%-0.14%+7.13%
27REMXVaneck Rar Earth Nd Stg-usdiETF-其他1.25%+0.22%-0.17%
28ARKKArk Innovation ETFETF-其他1.18%-0.14%-0.06%
29JEPQJPM Nasdaq Equity PremiumETF-科技型1.12%—-0.14%
30QTUMDefiance Quantum ETFETF-其他1.07%—+0.12%
31CWBSs Spdr Bb Conv Sec ETFETF-其他0.94%—-9.38%
32CRDOCredo Technology Group Holding Ltd股票-科技0.94%-0.16%+27.15%
33MSFTMicrosoft CORP股票-科技0.85%-0.32%-6.77%
34FPEFt-preferred Secur & INC ETFETF-其他0.80%—+1.73%
35FYEEFidelity Yld Enhan Eqty ETFETF-其他0.78%—+13.96%
36REGLPrshrs S&p Mid 400 Dvd AristETF-其他0.77%—-4.86%
37EDConsolidated Edison INC股票-公用事業0.73%—-3.52%
38GCOWPacer Global Cash Cows DividETF-其他0.72%+0.10%+1.46%
39COWZPacer US Cash Cows 100 ETFETF-其他0.71%—+0.66%
40SDVYFirst Trust Smid Cap RisingETF-其他0.69%—+0.07%
41JEPIJpmorgan Equity Premium IncoETF-其他0.68%—-8.59%
42SPHQInvesco S&p 500 Quality ETFETF-大型股與成長0.68%—+0.10%
43BABoeing Co/the股票-工業0.68%—+2.44%
44KKRKkr & Co INC股票-金融0.68%-0.26%-2.65%
45CARRCarrier Global CORP股票-工業0.68%—-6.47%
46OCULOcular Therapeutix INC股票-其他0.67%+0.67%NEW
47DEMWisdomtree Emerging MarketsETF-新興市場0.66%—-1.02%
48FTHFFt Em Human Flourishing ETFETF-其他0.65%+0.65%NEW
49ADBEAdobe INC股票-科技0.64%-0.54%-23.12%
50EMLPFirst Trust North American EETF-其他0.64%—-4.35%
1–50 of 99

本季持股變動

Kraematon Investment Advisors, INC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ocular Therapeutix INC (OCUL); 新建倉: Ft Em Human Flourishing ETF (FTHF); 新建倉: Innovator Ed D15 Buff Jan (DDFJ); 新建倉: Aar CORP (AIR); 清倉: Lemonade INC (LMND).

Kraematon Investment 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
1ENFRAlerian Energy Infrastructur+0.7%+22.28%加碼
2CHRDChord Energy CORP+0.6%-5.93%減碼
3GLDMSpdr Gold Minishares Trust+0.4%-0.09%減碼
4RTXRtx CORP+0.4%-0.51%減碼
5PBAPembina Pipeline CORP+0.3%-1.01%減碼
6IDMOInvesco S&p International De+0.3%+9.94%加碼
7EMBXVaneck Em Bond ETF+0.3%+7.65%加碼
8REMXVaneck Rar Earth Nd Stg-usdi+0.2%-0.17%減碼
9GDXVaneck Gold Miners ETF+0.2%+0.04%加碼
10RAAXVaneck Real Assets ETF+0.2%+56.42%加碼
11GRIDFirst Trst Nasd Cl Edg Sgiif+0.1%-1.97%減碼
12PAVEGlobal X US Infrastructure+0.1%-0.53%減碼
13WULFTerawulf INC+0.1%-1.89%減碼
14VZVerizon Communications INC+0.1%+0.78%加碼
15GCOWPacer Global Cash Cows Divid+0.1%+1.46%加碼
16OLNOlin CORP+0.1%-2.12%減碼
17FALNIshares Fallen Angels ETF-0.1%-1.71%減碼
18SNOWSnowflake INC-0.1%—不變
19GSEPFt Vest US Equity Moderate B-0.1%-5.76%減碼
20KWEBKranesh Csi China Internet-0.1%-8.95%減碼
21LLYEli Lilly & Co-0.1%+0.12%加碼
22BRK-BBerkshire Hathaway Inc-cl B-0.1%-0.97%減碼
23ISRGIntuitive Surgical INC-0.1%+1.68%加碼
24APHAmphenol Corp-cl A-0.1%-1.94%減碼
25PLTRPalantir Technologies Inc-a-0.1%+7.13%加碼
26ARKKArk Innovation ETF-0.1%-0.06%減碼
27CRDOCredo Technology Group Holding Ltd-0.2%+27.15%加碼
28XSEPFt Vest U.s. Equity Enhance-0.2%-10.28%減碼
29CRMSalesforce INC-0.2%-2.25%減碼
30HUBSHubspot INC-0.2%-12.67%減碼
31KKRKkr & Co INC-0.3%-2.65%減碼
32NVDANvidia CORP-0.3%-2.12%減碼
33MSFTMicrosoft CORP-0.3%-6.77%減碼
34AMZNAmazon.com INC-0.3%-8.86%減碼
35INCOColumbia India Consumer ETF-0.3%-6.88%減碼
36AAPLApple INC-0.4%-6.59%減碼
37IDXXIdexx Laboratories INC-0.4%-0.15%減碼
38CWSTCasella Waste Systems Inc-a-0.5%-1.82%減碼
39ADBEAdobe INC-0.5%-23.12%減碼
40OCULOcular Therapeutix INC—NEW新建倉
41FTHFFt Em Human Flourishing ETF—NEW新建倉
42DDFJInnovator Ed D15 Buff Jan—NEW新建倉
43AIRAar CORP—NEW新建倉
44LMNDLemonade INC—EXIT清倉
45ARKFArk Blockchain & Fintech Inn—EXIT清倉
46ABTAbbott Laboratories—EXIT清倉
47IBUYAmplify Online Retail ETF—EXIT清倉
48QCOMQualcomm INC—EXIT清倉
49JPSTJpmorgan Ultra-short Income—EXIT清倉
50MOATVaneck Morningstar Wide Moat—EXIT清倉

FAQ

Kraematon Investment Advisors, INC 是什麼機構？屬於哪種投資人類型？
Kraematon Investment 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$1.2億，分佈在 99 個已申報部位之中。
Kraematon Investment Advisors, INC 目前前幾大持股有哪些？
根據最新 13F 申報，Kraematon Investment Advisors, INC 按市值排列的前幾大持股為： 1. Rtx CORP (RTX) — US$758.4萬 (6.2%) 2. Spdr Gold Minishares Trust (GLDM) — US$550.0萬 (4.5%) 3. Nvidia CORP (NVDA) — US$540.3萬 (4.4%) 4. Apple INC (AAPL) — US$429.0萬 (3.5%) 5. Vaneck Em Bond ETF (EMBX) — US$392.7萬 (3.2%)
Kraematon Investment 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，Kraematon Investment Advisors, INC 共進行了 49 項顯著調整：新建倉 4 個部位、加碼 11 個既有持股、減碼 27 個部位，並完全清倉 7 個持股。 其中幅度最大的異動：新建倉: Ocular Therapeutix INC (OCUL); 新建倉: Ft Em Human Flourishing ETF (FTHF); 新建倉: Innovator Ed D15 Buff Jan (DDFJ); 新建倉: Aar CORP (AIR); 清倉: Lemonade INC (LMND)
Kraematon Investment 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，Kraematon Investment Advisors, INC 的主要板塊分佈如下： • Information Technology: 30.9% • Industrials: 22.5% • Financials: 19.0% • Health Care: 9.0% • Energy: 8.2% • Consumer Discretionary: 4.4%