M&

Mason & Associates Inc

分散型投资策略趋势追踪型行业集中型

申报总市值

US$5.2亿

申报季度: 2026-03-31 · 持股只数: 160

Mason & Associates Inc在最新一期 13F 报告中披露了 160 项持股，申报期为 2026-03-31，总持股市值约为 US$5.2亿，季度换手率为 14.6%。

机构性格雪花图

集中度
14.59
持仓稳定性
14.57
动能／逆势
100
行业集中度
81.54
多样化
100
仓位均衡度
78.11

近期动向

  • 减仓 COWG

    -64.6%　-US$590.8万

  • 减仓 IWB

    -1.0%　-US$502.6万

  • 减仓 DFUS

    -3.0%　-US$372.9万

  • 加仓 VICR

    +307.7%　US$203.7万

  • 减仓 USFR

    -22.3%　-US$229.2万

  • 减仓 RECS

    -0.1%　-US$303.6万

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

仅显示前 158 大持股（共 160 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IWBIshares Russell 1000 ETFETF-其他11.08%-0.63%-0.98%
2RECSColumbia Resear Enh Cor ETFETF-其他7.60%-0.36%-0.11%
3DFUSDimensional US Eq Mkt ETFETF-其他6.59%-0.51%-2.98%
4AVDEAvantis International EquityETF-其他4.32%+0.25%+3.23%
5HFXINyli Ftse Intl Eq Cur NtrlETF-其他4.14%+0.28%+4.05%
6SMHVaneck Semiconductor ETFETF-其他3.92%+0.19%+1.30%
7VCSHVanguard S/t CORP Bond ETFETF-投资级公司债3.52%+0.17%+2.91%
8JAAAJanus Henderson Aaa Clo ETFETF-其他3.34%-0.09%-5.36%
9SJNKSs Spdr Bb St Hi Yield ETFETF-其他3.03%+0.23%+7.37%
10SPMOInvesco S&p 500 Momentum ETFETF-大型股与成长2.55%-0.14%+2.11%
11GPIXGldm SA S&p 500 Pr In Etf-usETF-大型股与成长2.16%-0.08%+1.71%
12URAGlobal X Uranium ETFETF-其他2.13%+2.13%NEW
13AVEMAvantis Emerging Markets EqETF-新兴市场2.11%+0.20%+6.33%
14AAPLApple INC股票-科技2.01%-0.08%+3.19%
15VOXVanguard Communication ServiETF-其他1.96%-0.09%+3.82%
16NVDANvidia CORP股票-科技1.96%-0.12%+3.47%
17BARGraniteshares Gold TrustETF-避险与商品1.66%+0.29%+12.69%
18USFRWisdomtree Floating Rate TreETF-其他1.55%-0.38%-22.32%
19TSLATesla INC股票-周期性消费1.28%-0.24%+3.52%
20BRK-BBerkshire Hathaway Inc-cl B股票-其他1.26%-0.14%-7.43%
21MSFTMicrosoft CORP股票-科技1.21%-0.18%+14.15%
22OUSMAlps Oshares US Small-cap QuETF-其他1.15%—+5.87%
23VOVanguard Mid-cap ETFETF-其他1.14%—+5.78%
24AMDAdvanced Micro Devices股票-科技1.08%—+7.64%
25GOOGLAlphabet Inc-cl A股票-通信服务1.07%-0.07%+4.11%
26GPIQGs Nasdaq-100 Pr INC Etf-usdETF-科技型0.96%-0.09%-2.12%
27ECATBlackrock Esg Cap All Trm Tr股票-其他0.86%-0.13%-3.01%
28PLTRPalantir Technologies Inc-a股票-科技0.83%-0.23%-0.91%
29AMZNAmazon.com INC股票-周期性消费0.73%-0.10%-1.72%
30XCEMColumbia Em Core Ex-chinaETF-新兴市场0.70%—+3.40%
31XMHQInvesco S&p Midcap Qual ETFETF-其他0.66%—+9.53%
32DFASDimensional US Small Cap ETFETF-中小型股0.62%—+6.36%
33SDVYFirst Trust Smid Cap RisingETF-其他0.61%—+2.92%
34METAMeta Platforms Inc-class A股票-通信服务0.60%-0.06%+7.99%
35CWSAdvisorshares Equity FocusedETF-其他0.59%—+6.61%
36COWGPacer US Lrg Cap Cows Gr LdETF-其他0.56%-1.10%-64.59%
37GOOGAlphabet Inc-cl C股票-通信服务0.55%-0.07%+0.56%
38GSLCGoldman Activebeta US Lc ETFETF-避险与商品0.54%—+1.61%
39GLDSpdr Gold SharesETF-避险与商品0.53%—+5.31%
40HYGHIshares Int Rate Hedg Hy ETFETF-其他0.51%—-4.05%
41VICRVicor CORP股票-科技0.49%+0.40%+307.69%
42UYLDAngel Oak Ultrashort IncomeETF-其他0.48%+0.48%NEW
43AVGOBroadcom INC股票-科技0.47%—+17.06%
44XOMExxon Mobil CORP股票-能源0.47%+0.14%-2.58%
45JPMJpmorgan Chase & Co股票-金融0.43%-0.07%-6.73%
46AVSDAvantis Reps Intern Equi ETFETF-其他0.40%—+10.55%
47VTIVanguard Total Stock Mkt ETFETF-其他0.37%—+3.71%
48CRWDCrowdstrike Holdings INC - A股票-科技0.37%-0.07%+1.62%
49ASMLASML Holding N.V.股票-科技0.36%—-2.07%
50DISWalt Disney Co/the股票-通信服务0.34%+0.13%+92.56%
1–50 of 158

本季持股变动

Mason & Associates Inc 在 2026-03-31 最显著的持仓异动： 新建仓: Global X Uranium ETF (URA); 新建仓: Angel Oak Ultrashort Income (UYLD); 清仓: Allstate CORP (ALL); 新建仓: Corning INC (GLW); 新建仓: Vaneck Bitcoin ETF (HODL).

Mason & Associates 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
1VICRVicor CORP+0.4%+307.69%加仓
2BARGraniteshares Gold Trust+0.3%+12.69%加仓
3HFXINyli Ftse Intl Eq Cur Ntrl+0.3%+4.05%加仓
4AVDEAvantis International Equity+0.3%+3.23%加仓
5SJNKSs Spdr Bb St Hi Yield ETF+0.2%+7.37%加仓
6AVEMAvantis Emerging Markets Eq+0.2%+6.33%加仓
7SMHVaneck Semiconductor ETF+0.2%+1.30%加仓
8VCSHVanguard S/t CORP Bond ETF+0.2%+2.91%加仓
9XOMExxon Mobil CORP+0.1%-2.58%减仓
10DISWalt Disney Co/the+0.1%+92.56%加仓
11FEIGFlexshares Esg Ig CORP Core+0.1%+145.83%加仓
12SUSBIshares Esg Aware 1-5 Year U+0.1%+144.61%加仓
13EUSBIshr Esg Advn Universal Bd-$+0.1%+137.13%加仓
14HYXFIshares Esg Adv High Yield+0.1%+136.35%加仓
15METAMeta Platforms Inc-class A-0.1%+7.99%加仓
16GOOGLAlphabet Inc-cl A-0.1%+4.11%加仓
17JPMJpmorgan Chase & Co-0.1%-6.73%减仓
18CRWDCrowdstrike Holdings INC - A-0.1%+1.62%加仓
19GOOGAlphabet Inc-cl C-0.1%+0.56%加仓
20GPIXGldm SA S&p 500 Pr In Etf-us-0.1%+1.71%加仓
21AAPLApple INC-0.1%+3.19%加仓
22JAAAJanus Henderson Aaa Clo ETF-0.1%-5.36%减仓
23VOXVanguard Communication Servi-0.1%+3.82%加仓
24GPIQGs Nasdaq-100 Pr INC Etf-usd-0.1%-2.12%减仓
25AFRMAffirm Holdings INC-0.1%-19.38%减仓
26AMZNAmazon.com INC-0.1%-1.72%减仓
27NVDANvidia CORP-0.1%+3.47%加仓
28ECATBlackrock Esg Cap All Trm Tr-0.1%-3.01%减仓
29SPMOInvesco S&p 500 Momentum ETF-0.1%+2.11%加仓
30BRK-BBerkshire Hathaway Inc-cl B-0.1%-7.43%减仓
31MSFTMicrosoft CORP-0.2%+14.15%加仓
32BITBBitwise Bitcoin ETF-0.2%-39.14%减仓
33PLTRPalantir Technologies Inc-a-0.2%-0.91%减仓
34TSLATesla INC-0.2%+3.52%加仓
35RECSColumbia Resear Enh Cor ETF-0.4%-0.11%减仓
36USFRWisdomtree Floating Rate Tre-0.4%-22.32%减仓
37DFUSDimensional US Eq Mkt ETF-0.5%-2.98%减仓
38IWBIshares Russell 1000 ETF-0.6%-0.98%减仓
39COWGPacer US Lrg Cap Cows Gr Ld-1.1%-64.59%减仓
40URAGlobal X Uranium ETF—NEW新建仓
41UYLDAngel Oak Ultrashort Income—NEW新建仓
42ALLAllstate CORP—EXIT清仓
43GLWCorning INC—NEW新建仓
44HODLVaneck Bitcoin ETF—NEW新建仓
45ORCLOracle CORP—EXIT清仓
46MSMorgan Stanley—EXIT清仓
47TEITempleton Emrg Mkts INC—NEW新建仓
48BXBlackstone INC—EXIT清仓
49APPApplovin Corp-class A—EXIT清仓
50COFCapital One Financial CORP—EXIT清仓

FAQ

Mason & Associates Inc 是什么机构？属于哪种投资人类型？
Mason & Associates 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$5.2亿，分布在 160 个已申报仓位之中。
Mason & Associates Inc 目前前几大持股有哪些？
根据最新 13F 申报，Mason & Associates Inc 按市值排列的前几大持股为： 1. Ishares Russell 1000 ETF (IWB) — US$5719.9万 (11.1%) 2. Columbia Resear Enh Cor ETF (RECS) — US$3923.1万 (7.6%) 3. Dimensional US Eq Mkt ETF (DFUS) — US$3399.9万 (6.6%) 4. Avantis International Equity (AVDE) — US$2230.0万 (4.3%) 5. Nyli Ftse Intl Eq Cur Ntrl (HFXI) — US$2138.7万 (4.1%)
Mason & Associates Inc 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Mason & Associates Inc 共进行了 50 项显著调整：新建仓 5 个仓位、加仓 24 个既有持股、减仓 15 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：新建仓: Global X Uranium ETF (URA); 新建仓: Angel Oak Ultrashort Income (UYLD); 清仓: Allstate CORP (ALL); 新建仓: Corning INC (GLW); 新建仓: Vaneck Bitcoin ETF (HODL)
Mason & Associates 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，Mason & Associates Inc 的主要板块分布如下： • Information Technology: 46.1% • Communication Services: 15.0% • Consumer Discretionary: 13.4% • Financials: 12.2% • Health Care: 4.0% • Energy: 3.1%