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Blackston Financial Advisory Group, LLC

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$1.6億

申報季度: 2026-03-31 · 持股檔數: 106

Blackston Financial Advisory Group, LLC在最新一期 13F 報告中揭露了 106 項持股，申報期為 2026-03-31，總持股市值約為 US$1.6億，季度換手率為 11.8%。

機構性格雪花圖

集中度
20.42
持倉穩定性
11.81
動能／逆勢
100
產業集中度
69.11
多樣化
100
倉位均衡度
78.9

近期動向

  • 減碼 MGK

    -0.4%　-US$208.0萬

  • 加碼 VDC

    +1.2%　US$71.0萬

  • 減碼 MSFT

    -9.1%　-US$99.4萬

  • 加碼 FOXY

    +66.1%　US$52.6萬

  • 加碼 SBAR

    +81.0%　US$47.6萬

  • 加碼 CTA

    +14.6%　US$35.7萬

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
1VOOVanguard S&p 500 ETFETF-大型股與成長10.88%-0.17%+0.36%
2MGKVanguard Mega Cap Growth ETFETF-其他10.16%-0.97%-0.44%
3VTIVanguard Total Stock Mkt ETFETF-其他7.62%-0.24%-1.51%
4VVVanguard Large-cap ETFETF-其他7.38%-0.21%-0.60%
5VIGVanguard Dividend Apprec ETFETF-其他6.54%+0.01%-0.62%
6VDCVanguard Consumer Staple ETFETF-其他6.34%+0.61%+1.15%
7MGCVanguard Mega Cap ETFETF-其他6.02%-0.08%+1.91%
8VOVanguard Mid-cap ETFETF-其他4.20%—+0.18%
9VYMVanguard High Dvd Yield ETFETF-其他3.48%—-2.30%
10AAPLApple INC股票-科技2.25%+0.17%+12.57%
11MSFTMicrosoft CORP股票-科技1.43%-0.56%-9.07%
12VONGVanguard Russell 1000 GrowthETF-其他1.41%-0.13%-1.39%
13VGTVanguard Info Tech ETFETF-科技型1.34%-0.06%+0.92%
14NVDANvidia CORP股票-科技1.12%—+3.66%
15WMTWalmart INC股票-非循環性消費1.09%+0.12%-2.33%
16QQQInvesco Qqq Trust Series 1ETF-科技型1.06%—+1.56%
17CTASimplify Managed Futures StETF-其他1.05%+0.25%+14.60%
18BUCKSimplify Treasury Option INCETF-政府公債1.01%+0.17%+17.07%
19VONEVanguard Russell 1000ETF-其他1.00%-0.10%-7.75%
20VHTVanguard Health Care ETFETF-其他0.93%-0.04%-1.73%
21FOXYSimplify Currency Strtgy ETFETF-其他0.75%+0.34%+66.13%
22MGVVanguard Mega Cap Value ETFETF-其他0.74%—-2.90%
23SBARSimplify Barrier Income ETFETF-其他0.73%+0.31%+80.98%
24AGGHSimplify Aggregate Bond ETFETF-其他0.70%+0.15%+24.59%
25VDEVanguard Energy ETFETF-其他0.65%+0.15%-8.29%
26GSEPFt Vest US Equity Moderate BETF-其他0.65%—+2.34%
27DECUAllianzim US Bf15 Uncap DecETF-其他0.58%—+1.55%
28AMZNAmazon.com INC股票-循環性消費0.56%-0.07%-5.59%
29JANWAlianzim US Eq Bfr20 Jan-usdETF-其他0.54%—+2.28%
30OCTWAlianzim US Eq Bfr20 Oct-usdETF-其他0.52%—+2.33%
31SVOLSimplify Volatility PremiumETF-其他0.51%—+15.05%
32MCKMckesson CORP股票-醫療保健0.47%+0.47%NEW
33SEPWAlianzim US Eq Bfr20 Sep-usdETF-其他0.46%—+2.42%
34VFHVanguard Financials ETFETF-其他0.43%—-1.70%
35VOOGVanguard S&p 500 Growth ETFETF-大型股與成長0.43%-0.10%-12.84%
36DECWAlianzim US Eq Bfr20 Dec-usdETF-其他0.42%—+1.99%
37VTVanguard Tot World Stk ETFETF-其他0.41%—-2.90%
38VCRVanguard Consumer Discre ETFETF-其他0.39%—-2.18%
39HDHome Depot INC股票-循環性消費0.39%—-6.33%
40PGProcter & Gamble Co/the股票-非循環性消費0.38%-0.10%-23.28%
41VISVanguard Industrials ETFETF-其他0.35%—-3.87%
42IVWIshares S&p 500 Growth ETFETF-大型股與成長0.34%—-1.30%
43GLDSpdr Gold SharesETF-避險與商品0.34%—-2.10%
44IJJIshares S&p Mid-cap 400 ValuETF-其他0.34%—-14.59%
45XOMExxon Mobil CORP股票-能源0.33%+0.10%-0.69%
46TSLATesla INC股票-循環性消費0.31%—+8.61%
47JPMJpmorgan Chase & Co股票-金融0.29%—-4.14%
48VPUVanguard Utilities ETFETF-其他0.28%—-2.73%
49JNJJohnson & Johnson股票-醫療保健0.27%—-2.69%
50IJSIshares S&p Small-cap 600 VaETF-其他0.27%—-18.27%
1–50 of 106

本季持股變動

Blackston Financial Advisory Group, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Mckesson CORP (MCK); 清倉: Simplify Enhanced Income ETF (HIGH); 新建倉: Caterpillar INC (CAT); 新建倉: Chevron CORP (CVX); 新建倉: Sherwin-williams Co/the (SHW).

Blackston Financial Advisory Group, LLC 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
1VDCVanguard Consumer Staple ETF+0.6%+1.15%加碼
2FOXYSimplify Currency Strtgy ETF+0.3%+66.13%加碼
3SBARSimplify Barrier Income ETF+0.3%+80.98%加碼
4CTASimplify Managed Futures St+0.3%+14.60%加碼
5BUCKSimplify Treasury Option INC+0.2%+17.07%加碼
6AAPLApple INC+0.2%+12.57%加碼
7VDEVanguard Energy ETF+0.2%-8.29%減碼
8AGGHSimplify Aggregate Bond ETF+0.2%+24.59%加碼
9WMTWalmart INC+0.1%-2.33%減碼
10XOMExxon Mobil CORP+0.1%-0.69%減碼
11XLESs Energy Select Sector+0.1%+2.34%加碼
12VIGVanguard Dividend Apprec ETF0%-0.62%減碼
13VHTVanguard Health Care ETF0%-1.73%減碼
14IWMIshares Russell 2000 ETF-0.1%-18.31%減碼
15IBMIntl Business Machines CORP-0.1%-9.37%減碼
16VGTVanguard Info Tech ETF-0.1%+0.92%加碼
17AMZNAmazon.com INC-0.1%-5.59%減碼
18MGCVanguard Mega Cap ETF-0.1%+1.91%加碼
19BILZPimco Ultra Shrt Govt Active-0.1%-38.88%減碼
20VONEVanguard Russell 1000-0.1%-7.75%減碼
21PGProcter & Gamble Co/the-0.1%-23.28%減碼
22VOOGVanguard S&p 500 Growth ETF-0.1%-12.84%減碼
23GOOGAlphabet Inc-cl C-0.1%-33.50%減碼
24VONGVanguard Russell 1000 Growth-0.1%-1.39%減碼
25VOOVanguard S&p 500 ETF-0.2%+0.36%加碼
26QBERTrueshares Quartly B Hdg ETF-0.2%-55.51%減碼
27VVVanguard Large-cap ETF-0.2%-0.60%減碼
28VTIVanguard Total Stock Mkt ETF-0.2%-1.51%減碼
29MSFTMicrosoft CORP-0.6%-9.07%減碼
30MGKVanguard Mega Cap Growth ETF-1%-0.44%減碼
31MCKMckesson CORP—NEW新建倉
32HIGHSimplify Enhanced Income ETF—EXIT清倉
33CATCaterpillar INC—NEW新建倉
34CVXChevron CORP—NEW新建倉
35SHWSherwin-williams Co/the—NEW新建倉
36CSXCsx CORP—EXIT清倉
37PCARPaccar INC—NEW新建倉
38INTUIntuit INC—EXIT清倉
39XLCSs Comm Select Sector Spdr—EXIT清倉
40TRGPTarga Resources CORP—NEW新建倉
41IUSBIshr Cr Unvrse Usd Bd Etf-ui—NEW新建倉
42HWMHowmet Aerospace INC—NEW新建倉
43PMPhilip Morris International—NEW新建倉
44QCOMQualcomm INC—EXIT清倉
45PEPPepsico INC—EXIT清倉
46VZVerizon Communications INC—NEW新建倉
47MOAltria Group INC—NEW新建倉
48GLDMSpdr Gold Minishares Trust—NEW新建倉
49AVGOBroadcom INC—EXIT清倉
50XLVSs Health Care Select Sector—EXIT清倉

FAQ

Blackston Financial Advisory Group, LLC 是什麼機構？屬於哪種投資人類型？
Blackston Financial Advisory Group, 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（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.6億，分佈在 106 個已申報部位之中。
Blackston Financial Advisory Group, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Blackston Financial Advisory Group, LLC 按市值排列的前幾大持股為： 1. Vanguard S&p 500 ETF (VOO) — US$1735.5萬 (10.9%) 2. Vanguard Mega Cap Growth ETF (MGK) — US$1621.0萬 (10.2%) 3. Vanguard Total Stock Mkt ETF (VTI) — US$1216.4萬 (7.6%) 4. Vanguard Large-cap ETF (VV) — US$1176.9萬 (7.4%) 5. Vanguard Dividend Apprec ETF (VIG) — US$1043.6萬 (6.5%)
Blackston Financial Advisory Group, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Blackston Financial Advisory Group, LLC 共進行了 50 項顯著調整：新建倉 12 個部位、加碼 11 個既有持股、減碼 19 個部位，並完全清倉 8 個持股。 其中幅度最大的異動：新建倉: Mckesson CORP (MCK); 清倉: Simplify Enhanced Income ETF (HIGH); 新建倉: Caterpillar INC (CAT); 新建倉: Chevron CORP (CVX); 新建倉: Sherwin-williams Co/the (SHW)
Blackston Financial Advisory Group, 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，Blackston Financial Advisory Group, LLC 的主要板塊分佈如下： • Information Technology: 41.7% • Consumer Staples: 13.0% • Health Care: 12.6% • Consumer Discretionary: 11.6% • Communication Services: 6.2% • Energy: 5.5%