AP

Argonautica Private Wealth Management, INC

分散型投资策略行业集中型趋势追踪型

申报总市值

US$3.3亿

申报季度: 2026-03-31 · 持股只数: 183

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC在最新一期 13F 报告中披露了 183 项持股，申报期为 2026-03-31，总持股市值约为 US$3.3亿，季度换手率为 20.9%。

机构性格雪花图

集中度
7.37
持仓稳定性
20.94
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
84.56

近期动向

  • 减仓 MSFT

    -1.3%　-US$410.3万

  • 加仓 TT

    +321.4%　US$275.0万

  • 减仓 EMR

    -88.1%　-US$261.4万

  • 加仓 AMAT

    -1.4%　US$226.4万

  • 减仓 INTU

    -5.9%　-US$185.4万

  • 减仓 GOOGL

    -2.1%　-US$199.2万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AAPLApple INC股票-科技5.47%-0.16%+1.06%
2GOOGLAlphabet Inc-cl A股票-通信服务5.42%-0.42%-2.05%
3NVDANvidia CORP股票-科技4.49%-0.26%-1.88%
4MSFTMicrosoft CORP股票-科技3.84%-1.09%-1.30%
5AVGOBroadcom INC股票-科技3.71%-0.14%+4.51%
6AMATApplied Materials INC股票-科技2.88%+0.75%-1.38%
7AMZNAmazon.com INC股票-周期性消费2.33%-0.27%-3.59%
8AMDAdvanced Micro Devices股票-科技2.22%-0.11%-2.47%
9WMTWalmart INC股票-非周期性消费1.95%+0.18%-3.98%
10CSCOCisco Systems INC股票-科技1.92%—-4.05%
11KLACKla CORP股票-科技1.87%+0.36%-0.57%
12METAMeta Platforms Inc-class A股票-通信服务1.70%-0.25%-2.68%
13TSLATesla INC股票-周期性消费1.42%-0.34%-5.32%
14BLKBlackrock INC股票-金融1.39%-0.18%-4.53%
15APHAmphenol Corp-cl A股票-科技1.37%—-1.78%
16NEENextera Energy INC股票-公用事业1.33%—-6.52%
17ADIAnalog Devices INC股票-科技1.19%—-5.58%
18TXNTexas Instruments INC股票-科技1.16%—-4.03%
19ORCLOracle CORP股票-科技1.15%-0.39%-3.61%
20BXBlackstone INC股票-金融1.15%-0.39%-3.32%
21FRTFederal Realty Invs Trust股票-房地产1.12%—-1.00%
22CBChubb Limited股票-金融1.08%—-2.04%
23TTTrane Technologies plc股票-工业1.07%+0.84%+321.42%
24XOMExxon Mobil CORP股票-能源1.05%+0.31%-2.32%
25MAMastercard INC - A股票-金融1.04%-0.14%-1.98%
26ECLEcolab INC股票-原材料0.99%—-3.17%
27PSXPhillips 66股票-能源0.99%+0.29%-2.50%
28PHParker Hannifin CORP股票-工业0.99%—-4.38%
29ABBVAbbvie INC股票-医疗保健0.99%—-3.81%
30TSMTaiwan Semiconductor-sp Adr股票-科技0.98%+0.17%+4.59%
31GDGeneral Dynamics CORP股票-工业0.97%—-4.20%
32WDCWestern Digital CORP股票-科技0.97%+0.38%+0.75%
33LHXL3harris Technologies INC股票-工业0.96%—-4.20%
34SHWSherwin-williams Co/the股票-原材料0.91%—-6.40%
35INTUIntuit INC股票-科技0.89%-0.52%-5.90%
36KMIKinder Morgan INC股票-能源0.89%+0.15%-4.36%
37LRCXLam Research CORP股票-科技0.88%+0.19%-0.71%
38LINLinde plc股票-原材料0.85%—-3.20%
39LLYEli Lilly & Co股票-医疗保健0.81%-0.14%-2.43%
40IEFAIshares Core Msci Eafe ETFETF-其他0.80%—-0.31%
41CVXChevron CORP股票-能源0.79%+0.20%-3.66%
42CRWDCrowdstrike Holdings INC - A股票-科技0.79%-0.12%+0.86%
43VVisa Inc-class A Shares股票-金融0.78%-0.32%-20.47%
44SPGIS&p Global INC股票-金融0.77%-0.18%-3.40%
45VBVanguard Small-cap ETFETF-其他0.75%—+2.33%
46SYKStryker CORP股票-医疗保健0.73%—-3.09%
47ACNAccenture plc股票-科技0.73%+0.73%NEW
48MUMicron Technology INC股票-科技0.72%+0.15%+2.93%
49VOVanguard Mid-cap ETFETF-其他0.68%—+6.96%
50KEYSKeysight Technologies In股票-科技0.66%+0.19%-1.00%
1–50 of 183

本季持股变动

Argonautica Private Wealth Management, INC 在 2026-03-31 最显著的持仓异动： 新建仓: Accenture plc (ACN); 清仓: Air Products & Chemicals INC (APD); 清仓: Electronic Arts INC (EA); 新建仓: Spotify Technology S.A. (SPOT); 新建仓: AstraZeneca PLC (AZN).

Argonautica Private Wealth Management, 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
1TTTrane Technologies plc+0.8%+321.42%加仓
2AMATApplied Materials INC+0.8%-1.38%减仓
3WDCWestern Digital CORP+0.4%+0.75%加仓
4KLACKla CORP+0.4%-0.57%减仓
5XOMExxon Mobil CORP+0.3%-2.32%减仓
6PSXPhillips 66+0.3%-2.50%减仓
7MRVLMarvell Technology INC+0.2%+136.66%加仓
8CVXChevron CORP+0.2%-3.66%减仓
9KEYSKeysight Technologies In+0.2%-1.00%减仓
10LRCXLam Research CORP+0.2%-0.71%减仓
11WMTWalmart INC+0.2%-3.98%减仓
12TSMTaiwan Semiconductor-sp Adr+0.2%+4.59%加仓
13BIVVanguard Intermediate-term B+0.2%+74.35%加仓
14MUMicron Technology INC+0.2%+2.93%加仓
15KMIKinder Morgan INC+0.2%-4.36%减仓
16AMDAdvanced Micro Devices-0.1%-2.47%减仓
17CRWDCrowdstrike Holdings INC - A-0.1%+0.86%加仓
18AVGOBroadcom INC-0.1%+4.51%加仓
19MAMastercard INC - A-0.1%-1.98%减仓
20LLYEli Lilly & Co-0.1%-2.43%减仓
21PFGPrincipal Financial Group-0.2%-70.26%减仓
22AAPLApple INC-0.2%+1.06%加仓
23BLKBlackrock INC-0.2%-4.53%减仓
24SPGIS&p Global INC-0.2%-3.40%减仓
25BRBroadridge Financial Solutio-0.2%-4.03%减仓
26METAMeta Platforms Inc-class A-0.3%-2.68%减仓
27NVDANvidia CORP-0.3%-1.88%减仓
28AMZNAmazon.com INC-0.3%-3.59%减仓
29QCOMQualcomm INC-0.3%-75.74%减仓
30VVisa Inc-class A Shares-0.3%-20.47%减仓
31TSLATesla INC-0.3%-5.32%减仓
32BXBlackstone INC-0.4%-3.32%减仓
33ORCLOracle CORP-0.4%-3.61%减仓
34GOOGLAlphabet Inc-cl A-0.4%-2.05%减仓
35INTUIntuit INC-0.5%-5.90%减仓
36EMREmerson Electric Co-0.8%-88.09%减仓
37MSFTMicrosoft CORP-1.1%-1.30%减仓
38ACNAccenture plc—NEW新建仓
39APDAir Products & Chemicals INC—EXIT清仓
40EAElectronic Arts INC—EXIT清仓
41SPOTSpotify Technology S.A.—NEW新建仓
42AZNAstraZeneca PLC—NEW新建仓
43WDAYWorkday Inc-class A—EXIT清仓
44AZNNAstrazeneca Plc-spons Adr—EXIT清仓
45VRTVertiv Holdings Co-a—NEW新建仓
46PLNTPlanet Fitness INC - Cl A—EXIT清仓
47SUISun Communities INC—NEW新建仓
48JKHYJack Henry & Associates INC—NEW新建仓
49WMBWilliams Cos INC—NEW新建仓
50BROBrown & Brown INC—EXIT清仓

FAQ

Argonautica Private Wealth Management, INC 是什么机构？属于哪种投资人类型？
Argonautica Private Wealth Management, 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$3.3亿，分布在 183 个已申报仓位之中。
Argonautica Private Wealth Management, INC 目前前几大持股有哪些？
根据最新 13F 申报，Argonautica Private Wealth Management, INC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$1809.5万 (5.5%) 2. Alphabet Inc-cl A (GOOGL) — US$1790.5万 (5.4%) 3. Nvidia CORP (NVDA) — US$1483.5万 (4.5%) 4. Microsoft CORP (MSFT) — US$1267.5万 (3.8%) 5. Broadcom INC (AVGO) — US$1226.1万 (3.7%)
Argonautica Private Wealth Management, INC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Argonautica Private Wealth Management, INC 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 9 个既有持股、减仓 28 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：新建仓: Accenture plc (ACN); 清仓: Air Products & Chemicals INC (APD); 清仓: Electronic Arts INC (EA); 新建仓: Spotify Technology S.A. (SPOT); 新建仓: AstraZeneca PLC (AZN)
Argonautica Private Wealth Management, 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，Argonautica Private Wealth Management, INC 的主要板块分布如下： • Information Technology: 57.5% • Communication Services: 12.7% • Consumer Discretionary: 7.2% • Health Care: 5.4% • Financials: 5.4% • Energy: 4.7%