TA
TCM Advisors, LLC
集中型投資策略逆勢操作型長期持有型
申報總市值
US$13.6億
申報季度: 2026-03-31 · 持股檔數: 69
TCM Advisors, LLC在最新一期 13F 報告中揭露了 69 項持股，申報期為 2026-03-31，總持股市值約為 US$13.6億，季度換手率為 12.4%。
機構性格雪花圖
- 集中度
- 100
- 持倉穩定性
- 12.43
- 動能／逆勢
- 0
- 產業集中度
- 43.48
- 多樣化
- 100
- 倉位均衡度
- 39.7
近期動向
減碼 IWM
-2.5% -US$1823.6萬
減碼 DIA
-18.0% -US$3603.4萬
減碼 QQQ
+2.0% -US$142.8萬
減碼 BIL
-15.5% -US$167.4萬
加碼 GLD
+0.9% US$113.3萬
減碼 AEO
+1.0% -US$39.0萬
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
僅顯示前 66 大持股（共 69 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 73.57% | -4.07% | -2.52% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 9.98% | -3.11% | -18.04% | |
| 3 | SLV | Ishares Silver Trust | ETF-避險與商品 | 7.45% | +7.45% | NEW | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.41% | -0.19% | +1.98% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.02% | -0.02% | +1.53% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.95% | +0.05% | +0.92% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.69% | -0.15% | -15.47% | |
| 8 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.22% | — | +2.29% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.21% | — | +7.50% | |
| 10 | F | Ford Motor Co | 股票-循環性消費 | 0.14% | -0.02% | +1.84% | |
| 11 | LMT | Lockheed Martin CORP | 股票-工業 | 0.12% | +0.02% | — | |
| 12 | CMI | Cummins INC | 股票-工業 | 0.11% | -0.01% | -3.33% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 0.11% | +0.02% | -2.73% | |
| 14 | RS | Reliance INC | 股票-原物料 | 0.11% | — | -4.08% | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.10% | — | +30.53% | |
| 16 | USO | United States Oil Fund LP | ETF-其他 | 0.09% | +0.09% | NEW | |
| 17 | HAS | Hasbro INC | 股票-循環性消費 | 0.09% | — | -1.47% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.09% | — | -1.82% | |
| 19 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.08% | — | +2.09% | |
| 20 | R | Ryder System INC | 股票-工業 | 0.08% | — | -3.64% | |
| 21 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.08% | +0.01% | -3.87% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.08% | — | -4.00% | |
| 23 | T | At&t INC | 股票-通訊服務 | 0.07% | +0.01% | +0.15% | |
| 24 | PFE | Pfizer INC | 股票-醫療保健 | 0.07% | +0.01% | +4.29% | |
| 25 | MDT | Medtronic plc | 股票-醫療保健 | 0.07% | -0.01% | +6.66% | |
| 26 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.07% | — | -15.01% | |
| 27 | WMT | Walmart INC | 股票-非循環性消費 | 0.07% | — | -10.47% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.07% | -0.01% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.07% | — | -0.05% | |
| 30 | TROW | T Rowe Price Group INC | 股票-金融 | 0.07% | — | +16.63% | |
| 31 | OMC | Omnicom Group | 股票-通訊服務 | 0.06% | -0.01% | +3.53% | |
| 32 | SCI | Service CORP International | 股票-循環性消費 | 0.06% | — | +4.94% | |
| 33 | TXN | Texas Instruments INC | 股票-科技 | 0.06% | — | -6.38% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.06% | -0.01% | -0.98% | |
| 35 | ETR | Entergy CORP | 股票-公用事業 | 0.06% | +0.01% | -3.90% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.06% | — | — | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.06% | +0.01% | +39.60% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工業 | 0.06% | — | -1.25% | |
| 39 | EMN | Eastman Chemical Co | 股票-原物料 | 0.05% | +0.01% | +6.58% | |
| 40 | MET | Metlife INC | 股票-金融 | 0.05% | — | +9.47% | |
| 41 | FAST | Fastenal Co | 股票-工業 | 0.05% | — | -10.12% | |
| 42 | AEO | American Eagle Outfitters | 股票-循環性消費 | 0.05% | -0.03% | +0.97% | |
| 43 | DAL | Delta Air Lines INC | 股票-工業 | 0.05% | -0.01% | -0.95% | |
| 44 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.05% | — | +12.48% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.05% | -0.01% | — | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.05% | — | — | |
| 47 | PAYX | Paychex INC | 股票-科技 | 0.05% | +0.01% | +33.54% | |
| 48 | HOG | Harley-davidson INC | 股票-循環性消費 | 0.05% | +0.01% | +19.45% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.05% | — | -2.55% | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.05% | — | — |
1–50 of 66
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 69 | US$13.6億 | 12 | |
| 2025-12-31 | 65 | US$13.1億 | 32 | |
| 2025-09-30 | 65 | US$9.5億 | 17 | |
| 2025-06-30 | 66 | US$10.8億 | 0 | |
| 2025-03-31 | 66 | US$10.8億 | 0 | |
| 2024-12-31 | 65 | US$10.1億 | 0 | |
| 2024-09-30 | 64 | US$8.9億 | 0 | |
| 2024-06-30 | 61 | US$1.1億 | 0 | |
| 2024-03-31 | 62 | US$2.6億 | 0 | |
| 2023-12-31 | 63 | US$5.1億 | 0 | |
| 2023-09-30 | 60 | US$1.1億 | 0 | |
| 2023-06-30 | 67 | US$4.5億 | 0 | |
| 2023-03-31 | 61 | US$5.4億 | 0 | |
| 2022-12-31 | 58 | US$9622.9萬 | 0 | |
| 2022-09-30 | 60 | US$34.3萬 | 0 | |
| 2022-06-30 | 58 | US$9.3萬 | 0 | |
| 2022-03-31 | 57 | US$10.8萬 | 0 | |
| 2021-12-31 | 56 | US$1.1億 | 0 |
本季持股變動
TCM Advisors, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Silver Trust (SLV); 新建倉: United States Oil Fund LP (USO); 新建倉: Vaneck Urani & Nuclr Etf-usd (NLR); 減碼: Ishares Russell 2000 ETF (IWM) — 股數 -2.52%; 減碼: Ss Spdr Dow Jones Indus Avg (DIA) — 股數 -18.04%.
FAQ
TCM Advisors, LLC 是什麼機構？屬於哪種投資人類型？
TCM Advisors, 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$13.6億，分佈在 69 個已申報部位之中。
TCM Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，TCM Advisors, LLC 按市值排列的前幾大持股為：
1. Ishares Russell 2000 ETF (IWM) — US$10.0億 (73.6%)
2. Ss Spdr Dow Jones Indus Avg (DIA) — US$1.4億 (10.0%)
3. Ishares Silver Trust (SLV) — US$1.0億 (7.5%)
4. Invesco Qqq Trust Series 1 (QQQ) — US$3269.4萬 (2.4%)
5. Ishares 20+ Year Treasury Bd (TLT) — US$1382.8萬 (1.0%)
TCM Advisors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，TCM Advisors, LLC 共進行了 43 項顯著調整：新建倉 3 個部位、加碼 23 個既有持股、減碼 17 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Ishares Silver Trust (SLV); 新建倉: United States Oil Fund LP (USO); 新建倉: Vaneck Urani & Nuclr Etf-usd (NLR); 減碼: Ishares Russell 2000 ETF (IWM) — 股數 -2.52%; 減碼: Ss Spdr Dow Jones Indus Avg (DIA) — 股數 -18.04%
TCM Advisors, 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，TCM Advisors, LLC 的主要板塊分佈如下：
• Consumer Discretionary: 24.3%
• Industrials: 20.1%
• Financials: 11.0%
• Consumer Staples: 9.6%
• Information Technology: 9.3%
• Health Care: 7.7%