SR
Signature Resources Capital Management, LLC
分散型投資策略趨勢追蹤型長期持有型
申報總市值
US$2.1億
申報季度: 2026-03-31 · 持股檔數: 664
Signature Resources Capital Management, LLC在最新一期 13F 報告中揭露了 664 項持股，申報期為 2026-03-31，總持股市值約為 US$2.1億，季度換手率為 12.4%。
機構性格雪花圖
- 集中度
- 33.61
- 持倉穩定性
- 12.37
- 動能／逆勢
- 100
- 產業集中度
- 57.85
- 多樣化
- 100
- 倉位均衡度
- 25.92
近期動向
減碼 LRCX
-67.7% -US$225.8萬
加碼 DFSD
+13.4% US$433.6萬
加碼 AVUS
+14.3% US$416.3萬
加碼 AVDE
+16.0% US$248.0萬
加碼 AVEM
+16.1% US$93.5萬
減碼 DFAC
+6.4% US$96.3萬
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 |
|---|---|---|---|---|---|---|---|
| 1 | DFSD | Dimensional Short Duration | ETF-其他 | 17.54% | +1.02% | +13.44% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 16.36% | +1.01% | +14.33% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 10.77% | -0.24% | +6.38% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 7.19% | +0.77% | +15.98% | |
| 5 | DFIC | Dimensional International Co | ETF-其他 | 6.23% | +0.14% | +5.71% | |
| 6 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 4.03% | +0.11% | +9.81% | |
| 7 | DFCA | Dimensional Calfornia Mb ETF | ETF-其他 | 2.65% | +0.02% | +7.65% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.63% | -0.03% | +9.63% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.51% | +0.30% | +16.05% | |
| 10 | DFAI | Dimensional International Co | ETF-其他 | 1.91% | -0.01% | +3.93% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.60% | -0.01% | +1.79% | |
| 12 | CGUS | Cap Group Core Equity | ETF-其他 | 1.53% | +0.03% | +14.10% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.49% | -0.12% | +3.48% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.44% | -0.17% | — | |
| 15 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.38% | -0.15% | +5.92% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.12% | -0.13% | — | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | -0.14% | -0.29% | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 0.72% | -1.19% | -67.72% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.68% | -0.08% | -0.17% | |
| 20 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.65% | -0.02% | +5.99% | |
| 21 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.64% | +0.04% | +14.19% | |
| 22 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.64% | — | +0.83% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.59% | -0.11% | -0.80% | |
| 24 | CGGO | Cap Group Global Growth | ETF-其他 | 0.50% | -0.01% | +8.93% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.48% | -0.20% | -1.46% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.43% | — | +4.95% | |
| 27 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.37% | — | — | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | +0.09% | +1.64% | |
| 29 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.35% | — | +0.95% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.31% | — | +0.37% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.31% | -0.12% | +0.46% | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.30% | — | +6.80% | |
| 33 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.30% | +0.03% | — | |
| 34 | AVSU | Avantis Resp US Equity ETF | ETF-其他 | 0.29% | — | — | |
| 35 | CAT | Caterpillar INC | 股票-工業 | 0.27% | +0.03% | -2.19% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.25% | — | +0.43% | |
| 37 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.23% | — | -10.35% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.23% | — | — | |
| 39 | AVSD | Avantis Reps Intern Equi ETF | ETF-其他 | 0.23% | — | — | |
| 40 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.22% | — | — | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.22% | -0.06% | -10.29% | |
| 42 | AVMV | Avantis US Mid Cap Val ETF | ETF-其他 | 0.22% | — | -6.55% | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.22% | — | +9.52% | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.21% | — | +23.79% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.20% | -0.04% | -0.10% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.20% | +0.03% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.20% | +0.08% | +84.99% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.20% | — | -5.73% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.19% | — | +2.35% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.18% | — | +1.53% |
1–50 of 664
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 | 664 | US$2.1億 | 12 | |
| 2025-12-31 | 694 | US$2.0億 | 11 | |
| 2025-09-30 | 518 | US$1.8億 | 41 | |
| 2025-06-30 | 535 | US$1.6億 | 0 | |
| 2025-03-31 | 380 | US$1.2億 | 0 | |
| 2024-12-31 | 368 | US$1.1億 | 0 | |
| 2024-09-30 | 382 | US$1.1億 | 0 | |
| 2024-06-30 | 421 | US$1.2億 | 0 | |
| 2024-03-31 | 406 | US$1.1億 | 0 | |
| 2023-12-31 | 405 | US$1.1億 | 0 |
本季持股變動
Signature Resources Capital Management, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Bny Mellon Muni Int ETF (BKMI); 新建倉: Steven Madden LTD (SHOO); 新建倉: Bny Meln Munipl Opp ETF (BMOP); 減碼: Lam Research CORP (LRCX) — 股數 -67.72%; 加碼: Dimensional Short Duration (DFSD) — 股數 +13.44%.
FAQ
Signature Resources Capital Management, LLC 是什麼機構？屬於哪種投資人類型？
Signature Resources Capital Management, 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$2.1億，分佈在 664 個已申報部位之中。
Signature Resources Capital Management, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Signature Resources Capital Management, LLC 按市值排列的前幾大持股為：
1. Dimensional Short Duration (DFSD) — US$3701.5萬 (17.5%)
2. Avantis U.s. Equity ETF (AVUS) — US$3452.4萬 (16.4%)
3. Dimensional US Core Equity 2 (DFAC) — US$2274.0萬 (10.8%)
4. Avantis International Equity (AVDE) — US$1517.8萬 (7.2%)
5. Dimensional International Co (DFIC) — US$1314.2萬 (6.2%)
Signature Resources Capital Management, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Signature Resources Capital Management, LLC 共進行了 46 項顯著調整：新建倉 3 個部位、加碼 26 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: Bny Mellon Muni Int ETF (BKMI); 新建倉: Steven Madden LTD (SHOO); 新建倉: Bny Meln Munipl Opp ETF (BMOP); 減碼: Lam Research CORP (LRCX) — 股數 -67.72%; 加碼: Dimensional Short Duration (DFSD) — 股數 +13.44%
Signature Resources Capital Management, 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，Signature Resources Capital Management, LLC 的主要板塊分佈如下：
• Information Technology: 34.0%
• Communication Services: 21.6%
• Consumer Discretionary: 9.4%
• Industrials: 8.5%
• Energy: 7.4%
• Financials: 6.6%